Aisa Direct- Trading as Tailormade , OpesFidelio and Aisa Professional on Investment Adviser of the Year 2016 . Specialise in SIPPs, Pension Transfer advice, expat finance. EU licences.
1. Thursday 22 September 2016
Lancaster London Hotel
Investment Life & Pensions
Moneyfacts
®
Awards 2016
1 Investment Life & Pensions Moneyfacts®
Awards 2016
Best Personal Pension Provider
Aegon
Aviva
AXA Wealth
LV=
Old Mutual Wealth
Prudential
Royal London
Scottish Widows
Standard Life
Best SIPP Provider
AJ Bell
Curtis Banks
Dentons Pension Management
InvestAcc
James Hay Partnership
Rowanmoor Group plc
Standard Life
Suffolk Life
Xafinity
Best SSAS Provider
Barnett Waddingham
Curtis Banks
Dentons Pension Management
InvestAcc
James Hay Partnership
Mattioli Woods
Rowanmoor Group plc
Whitehall Group
Xafinity
Best Group Pension Provider
Aegon
Aviva
Legal & General
NOW: Pensions
Royal London
Scottish Widows
Smart Pension
Standard Life
The People's Pension
Best Income Drawdown Provider
Aegon
AJ Bell
Aviva
AXA Wealth
LV=
Old Mutual Wealth
Prudential
Royal London
Standard Life
Best Enhanced Annuity Provider
Aviva
Canada Life
Just Retirement
Legal & General
LV=
Prudential
Retirement Advantage
Saga
SHORTLIST
Ref:ILPES-051-0616
2. 2 Investment Life & Pensions Moneyfacts®
Awards 2016
Best Third Way Product Provider
Aegon
AXA Life Invest
Just Retirement
LV=
MetLife
Partnership
Prudential
Retirement Advantage
Best Equity Release Provider
Aviva
Hodge Lifetime
Just Retirement Money
Legal & General Home Finance
LV=
more 2 life
Pure Retirement
Retirement Advantage
Most Competitive Annuity Provider
Aviva
Canada Life
Hodge Lifetime
Legal & General
Prudential
Retirement Advantage
Saga
Standard Life
Retirement Adviser of the Year
Sponsored by
Concept Financial Planning
FOCUS Oxford LLP
Group IFA
Informed Choice
M&H Financial Planning
Mattioli Woods
MFP Wealth Management
My Pension Expert
UNIQ Family Wealth
Wingate Financial Planning
Best Stocks & Shares ISA Provider
AJ Bell
Aviva
Cofunds
Fidelity FundsNetwork
Invesco Perpetual
M&G Investments
Old Mutual Wealth
Prudential
Zurich
Best Investment Fund Provider
Fidelity International
Invesco Perpetual
M&G Investments
Old Mutual Global Investors
Premier Asset Management
Schroders
Jupiter Asset Management
Vanguard Asset Management
Best Investment Trust Provider
Aberdeen Asset Management
Alliance Trust
Baillie Gifford
Fidelity International
Lindsell Train
Henderson Global Investors
Invesco Perpetual
JP Morgan Asset Management
Witan
Best Multi-Manager Provider
Architas
BMO Global Asset Management
Jupiter Asset Management
Old Mutual Global Investors
Premier Asset Management
Prudential
Schroders
Seven Investment Management
Standard Life Investments
SHORTLIST
3. 3 Investment Life & Pensions Moneyfacts®
Awards 2016
Best Targeted Absolute Return Fund Provider
Aviva Investors
BNY Mellon
City Financial
Columbia Threadneedle Investments
Henderson Global Investors
Invesco Perpetual
Premier Asset Management
Schroders
Standard Life Investments
Best Passive Fund Provider
Architas
Aviva Investors
BlackRock
Fidelity International
HSBC Global Asset Management
Legal & General Investment Management
Seven Investment Management
Vanguard Asset Management
Best Discretionary Fund Manager
Brewin Dolphin
Brooks Macdonald
Charles Stanley
Investec Wealth & Investment
Parmenion
Quilter Cheviot
Rathbones
Seven Investment Management
Vestra Wealth
Best Wrap/Platform
Aviva
AXA Elevate
Cofunds
Fidelity FundsNetwork
Nucleus
Old Mutual Wealth
Standard Life
Transact
Zurich
Best Structured Products Provider
Focus Structured Solutions
Hartmoor Financial
Investec Structured Products
Mariana Capital
Meteor Asset Management
Reyker
Societe Generale
Walker Crips Structured Investments
Best Ethical Investment Provider
Alliance Trust Investments
BMO Global Asset Management
EdenTree Investment Management
Friends Life
Kames Capital
Parmenion Investment Management
Premier Asset Management
Royal London Asset Management
Standard Life Investments
Best Junior ISA Provider
AJ Bell
Alliance Trust Savings
Fidelity FundsNetwork
Forester Life
Hargreaves Lansdown
Legal & General
OneFamily
Scottish Friendly
The Share Centre
Investment Adviser of the Year
Sponsored by
Aisa Direct Limited
Blue Wealth Capital
Corville Wealth Management
Donald Wealth Management
Fiducia Wealth Management & Wealth Preservation
Green Sky Wealth
Lowes Financial Management
Redbourne Wealth Management
Strategic Solutions Chartered Financial Planners
Tilney Bestinvest
SHORTLIST
4. 4 Investment Life & Pensions Moneyfacts®
Awards 2016
Best Tax and Estate Planning Solutions Provider
Canada Life
Foresight
Octopus Investments
Old Mutual Wealth
Prudential
Stellar Asset Management
TIME Investments
WAY Group
Best Investment Bond Provider
Aviva
AXA Wealth
Canada Life
Legal & General
LV=
MetLife
Old Mutual Wealth
Prudential
Sterling
Tax and Estate Planner of the Year
Sponsored by
Almary Green Investments
Broadway Financial Planning
Combined Financial Strategies
Common Sense Financial Planning
Kellands ( Hale )
Matrix Capital
McCarthy Taylor
Prosperity Wealth
Rowley Turton (IFA)
Best Term Assurance Provider
Aegon
AIG Life
Aviva
Beagle Street
Friends Life
Legal & General
Royal London
VitalityLife
Zurich
Best Income Protection Provider
Aviva
British Friendly
Cirencester Friendly
Friends Life
Holloway Friendly
LV=
Royal London
The Exeter
VitalityLife
Best Critical Illness Provider
Aegon
AIG Life
Aviva
Friends Life
Legal & General
LV=
Royal London
VitalityLife
Zurich
Best Group Protection Provider
Aviva UK Health
Canada Life
Ellipse
Legal & General
MetLife
Omnilife
Unum
Zurich
Best Business Protection Provider
Aegon
AIG Life
Aviva
Legal & General
LV=
Royal London
Scottish Widows
VitalityLife
Zurich
SHORTLIST
5. 5 Investment Life & Pensions Moneyfacts®
Awards 2016
Protection Adviser of the Year
Sponsored by
Charles Derby
John Lamb Insurance Broking
LIFT-Financial
London & Country Mortgages
McCarthy Taylor
Proactive Medical and Life
Stackhouse Poland
TPD Wealth Management
Vita
Best Private Medical Insurance Provider
April UK
Aviva UK Health
AXA PPP healthcare
Benenden
Bupa
Cigna
The Exeter
Vitality Health
WPA
Best Health Cash Plan Provider
BHSF
Bupa
Health Shield
Medicash
Simplyhealth
The Exeter
Westfield Health
WPA
Best Investment Service
Aviva
Canada Life
Fidelity Fundsnetwork
Old Mutual Wealth
Parmenion
Prudential
Seven Investment Management
Standard Life
Transact
Best Protection Service
Aegon
AIG Life
Aviva
Cirencester Friendly
Legal & General
LV=
Royal London
VitalityLife
Zurich
Best Healthcare Service
Aviva UK Health
AXA PPP healthcare
Benenden
Bupa
Simplyhealth
The Exeter
VitalityHealth
Westfield Health
WPA
Best Pension Service
AJ Bell
Aviva
AXA Wealth
InvestAcc
LV=
Old Mutual Wealth
Prudential
Royal London
Scottish Widows
Best Annuity Service
Aviva
Canada Life
Hodge Lifetime
Just Retirement
Legal & General
LV=
Prudential
Retirement Advantage
SHORTLIST
6. 6 Investment Life & Pensions Moneyfacts®
Awards 2016
Best Structured Products Service
Focus Structured Solutions
Hartmoor Financial
Investec Structured Products
Mariana Capital
Meteor Asset Management
Reyker
Societe Generale
Walker Crips Structured Investments
Best Online Service
Aviva
Nucleus
Old Mutual Wealth
Parmenion
Prudential
Seven Investment Management
Transact
True Potential
Zurich
Service Beyond the Call of Duty
Canada Life
Cirencester Friendly
InvestAcc
LV=
Octopus Investments
Prudential
Pure Retirement
Royal London
Zurich
Innovation Award
Aegon (Secure Retirement Income)
AIG Life (Care Cover with Whole of Life Insurance)
Aviva (Relevant Life Insurance with Critical Illness)
AXA Life Invest (Secure Advantage+)
MetLife (MultiProtect)
Old Mutual Global Investors (Generation Portfolios)
Partnership (Enhanced Retirement Account)
Retirement Advantage (The Retirement Account)
TIME Investments (TIME:Commercial Freehold fund)
SHORTLIST