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2. personal finance
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4. retirement and pension

Moneyfacts
Investment Life & Pensions
#ILPAwards
Awards 2015
®
Tuesday 15 September 2015
Lancaster London Hotel
Frequently Asked Questions
Post-Awards Entertainment Sponsor
Supported by
Contents
3
What are the awards all about?
4
What are the categories?
5
How are organisations shortlisted?
How do I find out about the finalists?
6
Why should we book tables?
How do we book tables and how much does it cost?
7
If we win, how can we take advantage of our success?
What should we do next?
Investment Life & Pensions Moneyfacts® Awards 2015 2
What are the awards all about?
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.
To see a showreel of the highlights from the 2014 ceremony, click here.
When and where is the 2015
awards ceremony?
Tuesday 15 September 2015, at the Lancaster London Hotel, between
6:30pm and 1:00am. To book your table, click here (you can choose to
be invoiced in July).
“Thank you for a fantastic evening. We and
our guests enjoyed it very much, great
food and fantastic entertainment amazingly organised event.”
Federica Stanelli, Aberdeen Asset Management
Investment Life & Pensions Moneyfacts® Awards 2015 3
What are the categories?
Product Awards
Service Awards
• Best Personal Pension Provider
• Best Protection Service
• Innovation Award
• Best SIPP Provider
• Best SSAS Provider
• Best Group Pension Provider
• Best Income Drawdown Provider
• Best Enhanced Annuity Provider
• Best Third Way Product Provider
• Best Equity Release Provider
• Best Equity ISA Provider
• Best Investment Fund (Unit Trust/OEIC) Provider
• Best Investment Trust Provider
• Best Multi Manager Provider
• Best Absolute Return Fund Provider
• Best Platform/Wrap
• Best Structured Products Provider
• Best Investment Bond Provider
• Best Tax and Estate Planning Solutions Provider
• Best Ethical Investment Provider
• Best Junior ISA Provider
• Best Investment Service
• Best Pension Service
• Best Annuity Service
• Best Structured Products Service
• Best Online Service
• Service Beyond the Call of Duty
Awards for Advisers
• Investment Adviser of the Year
• Retirement Adviser of the Year
sponsored by
• Tax and Estate Planner of the Year
sponsored by
• Health Adviser of the Year
sponsored by
• Best Business Protection Provider
• Best Income Protection Provider
• Best Critical Illness Provider
To request details of the remaining adviser
• Best Health Cash Plan Provider
bbaxter@moneyfacts.co.uk.
• Best Private Medical Insurance
• Best Group Protection Provider
category sponsorships, please contact
• Best Term Assurance Provider
• Most Competitive Annuity Provider
Investment Life & Pensions Moneyfacts® Awards 2015 4
How are organisations shortlisted?
Providers
The finalists and eventual winners of the Investment Life & Pensions
Moneyfacts Awards are decided upon via a combination of methods. For all
product-specific categories, there are two elements. The first is a financial
adviser voting process that takes place between 9 March 2015 and 22 May
2015 where advisers are asked to nominate their top three providers
across the full range of protection, retirement and investment products.
Advisers are free to nominate any provider they desire, rather than
selecting from a pre-determined shortlist of providers. These results are
then added to the analytical expertise of our research team who monitor
each provider’s product pricing and features during the preceding 12month period. For service categories, the awards are based purely on the
adviser voting process.
Advisers
Throughout spring 2015, entries will be invited from the adviser
community. Advisers complete a questionnaire providing details of their
organisation, their level of expertise and how they deliver their advice
proposition. They are also asked to support their nomination with client
testimonials and evidence of their ability to deliver award-winning service.
From the initial entries, a shortlist is drawn up, based on the quality of the
submissions. Those shortlisted companies are then judged by a panel of
industry experts.
Investment Life & Pensions Moneyfacts® Awards 2015 5
Why should we book tables?
We hope that all providers have enough confidence in their products to
think that they can win – and who wouldn’t want to be there to pick up
an award? In addition, many organisations take the opportunity to invite
key contacts, using the event as a networking and hospitality opportunity,
or they invite staff to the event as a reward. The high number 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?
Book online here. The packages available are as follows:
• Standard tables for 10 - £2,395 plus VAT.
• Premium tables for 10 - £3,795 plus VAT. VIP drinks reception,
priority seating, premium table drinks and dedicated table hostesses to
look after your guests.
BOOK
NOW
Click here to book your table at the
Investment Life & Pensions Moneyfacts
Awards 2015
In addition to the above package, once shortlists are confirmed, all those
who have a premium table package will be entitled to the relevant
‘finalist’ logo, free of charge, for up to six categories.
Investment Life & Pensions Moneyfacts® Awards 2015 6
If we win, how can we take
advantage of our success?
Moneyfacts offers many tools to help winners capitalise on their success,
as well as those who received highly commended and commended
awards. More details will be provided soon after the ceremony.
What should we do next?
• Book your table here.
• Ensure that your product details are always up-to-date with us at
Moneyfacts.
• Plan your campaign to encourage adviser votes - register your interest
with ajoyce@moneyfacts.co.uk.
• Be prepared for success and consider how you would utilise awards
success in your year-round marketing plans.
BOOK
NOW
Click here to book your table at the
Investment Life & Pensions Moneyfacts
Awards 2015
Investment Life & Pensions Moneyfacts® Awards 2015 7
Moneyfacts
®
Group plc
www.moneyfacts.co.uk
T 01603 476476
E enquiries@moneyfacts.co.uk
Ref: IFAQ-048-1014