The London Marriott Hotel Grosvenor Square

Friday 17 September 2010

Shortlists andBooking Information

Awards 2010

Investment Life & Pensions

Moneyfacts®

Sponsors

Supported by

Now in their ninth year the Investment, Life & Pensions Moneyfacts Awards has become a highly sought after accolade

of excellence, rewarding the products and providers that have exelled over the past twelve months.

This year’s must attend event will take place on the 17 September 2010 and will be hosted by BBC Radio 2’s

Jeremy Vine. Due to popular demand The Investment, Life & Pensions Moneyfacts Awards continues to follow the

luncheon format but will, this year, move to a new location at the London Marriott Hotel, Grosvenor Square, London.

No one would deny that the past year has been challenging for many sectors of the financial services industry but this

is exactly the time when top class performers distinguish themselves from the also rans. The Investment, Life &

Pensions Moneyfacts Awards provide an insight into which companies have successfully risen to the challenge

These awards are about recognising achievement, networking with colleagues and associates as well as good old

fashioned razzamatazz.

Richard

Eagling,

Editor,

Investment,

Life & Pensions

Moneyfacts

2

Click here to bookonline

Best Investment Service

Jupiter

MetLife

Prudential

Seven Investment Management

Skandia

Sterling

Best Protection Service

Aviva

Bright Grey

BUPA

Legal & General

LV=

Zurich

Best Pension Service

AEGON

AXA

Prudential

Scottish Life

Scottish Widows

Standard Life

Finalists

3

We will be announcing the winners of the GoodAdvice Awards 2010 at the annual Investment Life& Pensions Moneyfacts Awards ceremony.

Awards 2010Encouraging excellence

in financial advice

GoodAdvice

Best Retirement Adviser

sponsored by:

Best Tax and Estate Planner

sponsored by:

Best Equity Release Adviser

sponsored by:

Best Investment Adviser

sponsored by:

Best Protection Adviser

sponsored by:

Best Online Service

Cofunds

Friends Provident

Prudential

Skandia

Standard Life

Zurich

Service Beyond the Call of Duty

LV=

Merchant Investors

MetLife

Partnership

Prudential

Zurich

Innovation Award

Bright Grey (Relevant Life Policy)

Canada Life (Guaranteed Retirement Plan)

LV= (Protected Retirement Plan)

MetLife (Income for Life)

MGM Advantage (Flexible Income Annuity)

RBS (AutoPilot and Navigator)

Best Personal Pension Provider

AEGON

Aviva

Prudential

Scottish Life

Scottish Widows

Skandia

Best SIPP Provider

A J Bell

Hornbuckle Mitchell

Merchant Investors

Standard Life

Suffolk Life

The IPS Partnership

Best SSAS Provider

A J Bell

AXA

Hornbuckle Mitchell

Rowanmoor Pensions

Standard Life

The IPS Partnership

Finalists

4

Best Group Pension Provider

AEGON

Aviva

Friends Provident

Scottish Life

Scottish Widows

Standard Life

Best Income Drawdown Provider

AEGON

AXA

Prudential

Scottish Life

Scottish Widows

Standard Life

Best Enhanced Annuity Provider

Canada Life

Just Retirement

LV=

MGM Advantage

Partnership

Prudential

Best Third Way Product Provider

AEGON

Alico Wealth Management

Living Time

LV=

MetLife

Sun Life Financial of Canada

Best Lifetime Mortgage Provider

Aviva

Hodge Lifetime

Just Retirement

LV=

New Life Mortgages

Scottish Widows Bank

Best Home Reversion Provider

Aviva

Bridgewater Equity Release

Hodge Lifetime

Home & Capital

Finalists

5

Best ISA Provider

Fidelity International

F&C Investments

Jupiter

M&G Investments

Skandia

Sterling

Best Unit Trust/OEIC Provider

Fidelity International

Invesco Perpetual

M&G Investments

Neptune Investment Management

Skandia

Sterling

Best Investment Trust Provider

Aberdeen

Baillie Gifford

BlackRock

F&C Investments

Henderson Global Investors

JPMorgan Asset Management

Best Multi Manager Provider

Cazenove Capital Management

F&C Investments

Jupiter

Omnis Investments

Seven Investment Management

Skandia

Best Fund Supermarket/Platform

AXA (Elevate)

Cofunds

Fidelity FundsNetwork

Skandia

Standard Life (Fundzone)

Transact

Best Structured Products Provider

Barclays Wealth

Investec Structured Products

Morgan Stanley

RBS

Santander

Zurich

Finalists

6

7

Best Investment Bond Provider

AXA

Canada Life

Legal & General

MetLife

Prudential

Sterling

Best Tax and Estate Planning Solutions Provider

AXA Isle of Man

Canada Life

Octopus Investments

Prudential

WAY Investments

Zurich

Best Ethical Investment Provider

AEGON Asset Management

Aviva

Ecclesiastical Investment Management

Friends Provident

Jupiter

The Co-operative Asset Management

Best Child Trust Fund Provider

Healthy Investments

F&C Investments

Family Investments

Scottish Friendly Society

The Children’s Mutual

The Co-operative Asset Management

Best Income Protection Provider

Cirencester friendly

Exeter Family Friendly

Friends Provident

LV=

Scottish Provident

Unum

Best Critical Illness Provider

Bright Grey

BUPA

Legal & General

PruProtect

Scottish Provident

Zurich

Finalists

8

Best Private Medical Insurance Provider

Aviva UK Health

AXA PPP Healthcare

BUPA

National Friendly

PruHealth

Simplyhealth

Best Health Cash Plan Provider

BHSF

BUPA

Medicash

Health Shield

Simplyhealth

Westfield Health

Best Group Protection Provider

Aviva

BUPA

Canada Life

Legal & General

Lutine Assurance

Unum

Most Competitive Annuity Provider

AEGON

Aviva

Canada Life

Legal & General

Prudential

Standard Life

Most Competitive Term Assurance Direct Provider

AA Insurance Services

Barclays Life

first direct

M&S Money

Sainsbury’s Finance

The Post Office

Most Competitive Term Assurance IFA Provider

AEGON

Aviva

AXA

Legal & General

Lutine Assurance

LV=

Finalists

9

There will be a celebratory luncheon on Friday

17 September June at the London Marriott Hotel,

Grosvenor Square, London W1K. For 2010 the awards

have made the move to a luxurious Mayfair hotel to

provide a fitting venue for such an established industry

event.

The event will begin with a champagne reception at

12pm, followed by a delicious three course lunch.

The awards ceremony, hosted by Radio 2’s

Jeremy Vine, will follow and the event will conclude

with a cash bar and entertainment.

Booking

We advise booking early to avoid disappointment with

tables allocated on a first-come first-served basis.

There will be standard, premium and finalist table

packages of 10, all of which include champagne

reception, three course dinner, an allocation of wine

and entertainment.

For table packages and online booking click here or

contact Anne Joyce on 0845 168 9744 or

ajoyce@moneyfacts.co.uk.

Accommodation

We have arranged a hotel booking service with our

partner Hotelzon. Hotelzon will search for the most

appropriate hotel rooms for you, either at the awards

venue or close by, dependent on your budget. Visit

http://www.hotelzon.com/uk/exhibitions/the_investment

_life_pensions_mon/ to view the options.

Guests are responsible for their own room and

incidental charges.

Sponsorship Opportunities

There are a limited number of sponsorship

opportunities available, for more information please

contact Sarah Watson on 01603 476 858.

The

Luncheon

& Ceremony

Click here to bookonline

Moneyfacts®

Group plc

MOnEyFACTS GROUP plc,Moneyfacts House, 66 - 70 Thorpe Road, Norwich NR1 1BJ

Tel: 0845 1689 689 Fax: 0845 1689 690 email: enquiries@moneyfacts.co.uk

www.moneyfacts.co.uk

Ref: ILPBF-030-0610