Friday 23 September 2011

The London Marriott Hotel, London

Awards 2011

Investment Life & Pensions

Moneyfacts®

Frequentlyasked questions

It has never been more important to highlight those organisations that provide consistently outstanding products and

service. Rigorous product monitoring is carried out throughout the preceding year and the adviser community is also

consulted for their feedback.

The annual Investment Life & Pensions Moneyfacts Awards ceremony is the pinnacle of the year’s product and service

advocacy, continuing to grow year on year and attracting excellent feedback.

Friday 23 September, 2011 at The London Marriott Hotel, Grosvenor Square between 12pm and 6pm.

What are the categories?

Service Awards

• Best Investment Service

• Best Protection Service

• Best Pension Service

• Best Online Service

• Service Beyond the Call of Duty Award

Product Awards

• Innovation Award

• Best Personal Pension Provider

• Best SIPP Provider

• Best SSAS Provider

• Best Group Pension Provider

• Best Income Drawdown Provider

• Best Third Way Product Provider

• Best Enhanced Annuity Provider

• Best Lifetime Mortgage Provider

• Best Home Reversion Provider

• Best ISA Provider

• Best Unit Trust/OEIC Provider

• Best Investment Trust Provider

• Best Multi-manager Provider

• Best Fund Supermarket

• Best Structured Products Provider

• Best Investment Bond Provider

• Best Tax and Estate Planning Solutions Provider

• Best Ethical Investment Provider

• Best Child Trust Fund Provider

Most Competitive Awards

• Most Competitive Annuity Provider

• Most Competitive Term Assurance - Direct Provider

• Most Competitive Term Assurance - IFA Provider

• Best Income Protection Provider

• Best Critical Illness Provider

• Best Private Medical Insurance Provider

• Best Health Cash Plan Provider

• Best Group Protection Provider

What are the Awards all about?

When and where is the

Awards Ceremony?

How are organisations

shortlisted?

Adviser voting

We invite our adviser contacts to vote for their top product providers, relating to service levels and overall product

offering. The voting will open on Monday 14 March and will close on Friday 20 May 2011. Providers will be given

buttons to encourage their own advisers to vote closer to the time.

Moneyfacts data

The remainder of the categories are decided using data that our researchers painstakingly gather across the industry

throughout the year.

How do I find out about

the finalists?Email ajoyce@moneyfacts.co.uk to register your interest – we will then send you an email

as soon as the shortlists are released.

“The guests and staff

enjoyed the event and the

Sippcentre sponsorship and

room looked fabulous!

Well done!”

Kirsty Zollinger

A J Bell

Why should we book tables?

We hope that all providers have the confidence in their products to think that they can win – and who wouldn’t want to

be there to pick up an award? Not only that, many organisations take the opportunity to invite key contacts, using the

event as a networking and hospitality opportunity, or invite staff to the event as a reward (often booking two or more

tables in the process). The high numbers of organisations that we see at the event year on year is a testament to the

value they place on the awards and the quality of the event itself.

How do we book tables and how

much does it cost?

Email ajoyce@moneyfacts.co.uk to request the booking link. The packages available are as follows:

• Standard tables of 10 - £1,795 plus VAT

• Premium tables of 10 - £3,095 plus VAT – including VIP drinks reception, priority seating, premium table drinks and

dedicated table hostesses to look after your guests.

There will also be a finalist only package available, details of which will be communicated directly to the relevant

organisations once the shortlists have been announced in summer 2011.

If we should win – how can we

take advantage of our success?

Moneyfacts have many tools to help you capitalise on your success, including for those who succeed in reaching the

commended and highly commended levels within each category, as well as the winners.

More details about the winners packages will be provided to winners soon after the ceremony, but we are happy to discuss

options in advance if you wish to be prepared for success!

What should we do next?

• Book your table

• Ensure your adviser contacts are voting

• Ensure that your product details are always up to date

• Be prepared for success and consider how you would utilise the awards logo in your year round marketing plans.

“I thoroughly enjoyed

Friday, it was an excellent

event, and winning the

award was a very welcome

surprise.”

Simon Patterson,

Dickinson Dees

MoneyfACtS GrouP plc, Moneyfacts House, 66 - 70 Thorpe Road, Norwich NR1 1BJTel: 0845 1689 689 Fax: 0845 1689 690

email: enquiries@moneyfacts.co.ukwww.moneyfacts.co.ukRef: ILAFQ-050-1010

Moneyfacts®

Group plc