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23 Feb 2020

Go Direct Personal Finance News  2009

Investment Life & Pensions Moneyfacts announces 2011 award winners

The winners of the 2011 Investment Life & Pensions Moneyfacts Awards were announced today at the Marriott Hotel, Grosvenor Square, London.

Over 400 industry professionals from the leading financial institutions and industry bodies gathered at a special awards luncheon hosted by TV presenter Natasha Kaplinsky. Thirty-five awards were presented to recognise those companies that have consistently offered the most competitive products, the best levels of service and shown the greatest innovation during the last 12 months.

The awards were based on a combination of the analytical expertise of the Investment Life & Pensions Moneyfacts research team and the opinions of its IFA readership.

Richard Eagling, Editor of Investment Life & Pensions Moneyfacts, said: “With finance stories continuing to dominate newspaper front pages, advisers are understandably more eager than ever to ensure that the products and providers that they recommend offer the best value for money and a first class client experience. One of the main reasons why the Investment Life & Pensions Moneyfacts Awards have become such a highly sought after accolade of excellence is the rigorous process by which the winners are decided. All the winners at this year’s awards can truly be regarded as leaders in their field.”

A full list of the winners is displayed below:

Best Investment Service

Winner: Seven Investment Management
Highly Commended: Prudential
Commended: Skandia

Best Protection Service

Winner: Zurich
Highly Commended: Bright Grey
Commended: LV=

Best Pension Service

Winner: Scottish Life
Highly Commended: Standard Life
Commended: Scottish Widows

Best Annuity Service

Winner: MGM Advantage
Highly Commended: Partnership
Commended: Just Retirement

Best Structured Products Service

Winner: Cater Allen
Highly Commended: Investec Structured Products
Commended: Morgan Stanley

Best Online Service

Winner: Cofunds
Highly Commended: Transact
Commended: Skandia

Service Beyond the Call of Duty

Winner: Sanlam Investments and Pensions
Highly Commended: Octopus Investments
Commended: Prudential

Innovation Award

Winner: WAY Group (WAY Hasley Global Momentum Fund)
Highly Commended: British Friendly (BFS Protect)
Commended: MetLife (Protected Growth Bond)

Best Personal Pension Provider

Winner: Scottish Life
Highly Commended: Scottish Widows
Commended: Aviva

Best SIPP Provider

Winner: A J Bell
Highly Commended: James Hay Partnership
Commended: Hornbuckle Mitchell


Best SSAS Provider

Winner: Rowanmoor Pensions
Highly Commended: Hornbuckle Mitchell
Commended: A J Bell

Best Group Pension Provider

Winner: Scottish Widows
Highly Commended: Scottish Life
Commended: AEGON

Best Income Drawdown Provider

Winner: AXA Wealth
Highly Commended: Scottish Life
Commended: Standard Life

Best Enhanced Annuity Provider

Winner: Partnership
Highly Commended: Just Retirement
Commended: MGM Advantage

Best Third Way Product Provider

Winner: MetLife
Highly Commended: LV=
Commended: Living Time

Best Equity Release Provider

Winner: LV=
Highly Commended: Bridgewater Equity Release
Commended: Aviva

Best Equity ISA Provider

Winner: M&G Investments
Highly Commended: Sterling
Commended: Skandia

Best Investment Fund Provider

Winner: Neptune Investment Management
Highly Commended: M&G Investments
Commended: Invesco Perpetual

Best Investment Trust Provider

Winner: Henderson Global Investors
Highly Commended: J.P. Morgan Asset Management
Commended: BlackRock

Best Absolute Return Fund Provider

Winner: Newton
Highly Commended: Standard Life Investments
Commended: BlackRock

Best Multi Manager Provider

Winner: Omnis Investments
Highly Commended: Seven Investment Management
Commended: Jupiter

Best Wrap/Platform

Winner: Seven Investment Management
Highly Commended: Novia
Commended: Transact

Best Structured Products Provider

Winner: Investec Structured Products
Highly Commended: Morgan Stanley
Commended: Cater Allen

Best Investment Bond Provider

Winner: Prudential
Highly Commended: Sterling
Commended: MetLife

Best Tax and Estate Planning Solutions Provider

Winner: Canada Life
Highly Commended: Octopus Investments
Commended: WAY Group

Best Ethical Investment Provider

Winner: Ecclesiastical Investment Management
Highly Commended: Friends Life
Commended: AEGON Asset Management

Best Child Trust Fund Provider

Winner: Family Investments
Highly Commended: F&C Investments
Commended: The Children’s Mutual

Best Income Protection Provider

Winner: LV=
Highly Commended: Exeter Family Friendly
Commended: Cirencester Friendly


Best Critical Illness Provider

Winner: Bupa
Highly Commended: PruProtect
Commended: Zurich

Best Private Medical Insurance Provider

Winner: PruHealth
Highly Commended: Bupa
Commended: Aviva UK Health

Best Group Protection Provider

Winner: Canada Life
Highly Commended: Lutine Assurance
Commended: Unum

Best Health Cash Plan Provider

Winner: Simplyhealth
Highly Commended: Medicash
Commended: Health Shield

Most Competitive Annuity Provider

Winner: Canada Life
Highly Commended: Hodge Lifetime
Commended: Saga

Most Competitive Term Assurance - Direct Provider

Winner: Sainsbury’s Finance
Highly Commended: Barclays
Commended: AA Insurance Services

Most Competitive Term Assurance - IFA Provider

Winner: Legal & General
Highly Commended: Zurich
Commended: Aviva


Good Advice Awards

During the luncheon, the winners of the Good Advice Awards were also revealed. These awards are presented to the very best adviser organisations in the country, at a time when it has never been more important to recognise and promote excellent financial advice.

Richard Eagling, Editor of Investment Life & Pensions Moneyfacts, said: “The public has a right to expect a high degree of professionalism, knowledge and expertise in those who provide them with financial advice. The quality of the submissions we received for this year’s Good Advice Awards is testament to the skill and dedication of many within the IFA profession. We hope that the awards will provide a useful gauge for consumers when seeking out those companies delivering high quality advice from the thousands of firms potentially available to them.”

A full list of the winners is displayed below:

Best Investment Adviser

Winner: Whitechurch Securities
Highly Commended: Atkinson Bolton Consulting
Commended: The Investment Coach

Best Retirement Adviser

Winner: Lowes Financial Management
Highly Commended: Concept Financial Planning
Commended: Braemar Wealth Managment

Best Tax and Estate Planner

Winner: Almary Green Investments
Highly Commended: IFS (Professional Connections)
Commended: Wingate Financial Planning



Moneyfacts Group
Moneyfacts is the UK’s leading independent provider of personal financial information and our data is used and trusted throughout the financial industry.



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