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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 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 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 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 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 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

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ILP Moneyfacts Awards 2016 Winners

  • 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