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Financial Adviser Service Awards 2011

Welcome to the Financial Adviser Service Awards 2011

Congratulations to Just Retirement, company of the year in the 2011 Financial Adviser Service Awards!

Over 6,500 advisers cast their votes this year – many thanks to each and every one of you. Using the navigation below, you can view the star ratings for each provider across our three categories.

The Financial Adviser Service Awards recognise the importance of quality service from product providers to their IFA clients and are considered to be the benchmark for service standards within the retail finance marketplace. The “Five Star” award is the most sought-after in the industry.

To compile our ratings we invite IFAs to rate product providers across a number of key criteria. Only providers who perform well in all areas will have the chance to secure a five star rating.

You can view the star ratings from the Financial Adviser Service Awards 2011 here.

Congratulations to Just Retirement, company of the year in the 2011 Financial Adviser Service Awards!

Special mention should also go to LV= who won our special achievement award on the back of 5 star ratings in every category, and the most improved award in Life & Pensions. Congratulations to them on a gargantuan effort in 2011.

Aviva and Abbey for Intermediaries were the most improved providers in the Investment and Mortgage categories respectively.

Finally, the e-commerce awards went to: Overall - BM Solutions; Life & Pensions - Paymentshield; Mortgages - BM Solutions and Investment - Transact.

The Financial Adviser Service Awards are an independent measurement of who is getting it right, and who needs to do more work to keep their customers happy.

Once we receive all the voting data, the information is independently checked and verified, before the results are collated. These results allow financial services companies to benchmark themselves against their peers; and intermediaries to health check their own service experience against the norm.

Those awarded a 5–star for service are considered to be the top performers, down through 4, 3, 2, and 1 star ratings. Some providers achieved so little support that they did not even qualify for a star rating.

We make no apologies for publishing the best and worst performers according to IFA opinion. We’re equally certain that some views will differ on the results published within this survey. Regardless of who walks away with the accolades this year, these awards should be a testament to the desire of intermediaries and providers alike to drive service standards forward, whatever the obstacles.

We hope you find the information provided by the Financial Adviser Service Awards to be of value to your business.

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Life & Pension Providers - 2011

5 Stars 5 Stars
Scottish Life
Just Retirement
MetLife
AXA Wealth (including Elevate)
Partnership
LV=
Paymentshield
Prudential
Standard Life
Zurich Life
Ageas
MGM Advantage

3 Stars 3 Stars
Aviva
Unum
Friends Life
Cirencester FS
Sanlam Investments & Pensions (formerly Merchant Investors)
Rowanmoor
Holloway FS
Suffolk Life
Aegon
Exeter Friendly (formerly Pioneer)

1 Star 1 Star
Hornbuckle Mitchell
Equitable Life
Phoenix (R&SA)
NPI

4 Stars 4 Stars
Skandia
Living Time
Bright Grey
Scottish Widows
Legal & General
AJ Bell/SIPP Centre
BUPA
InvestAcc
Canada Life
Abbey For Intermediaries

2 Stars 2 Stars
Scottish Provident
Cater Allen
Lutine
Royal Liver
Lifetime Care
The James Hay Partnership
The Children's Mutual

Investment Providers & Packagers - 2011

5 Stars 5 Stars
Williams De Broe
AXA Wealth (including Elevate)
Prudential
Transact
MetLife
Canada Life
LV= AM
Scottish Widows
7IM
Architas
Sterling (Zurich)

3 Stars 3 Stars
Cofunds
Abbey For Intermediaries
FundsNetwork
Fidelity
Thames River
Invesco Perpetual
Aegon
SWIP (Scottish Widows Investment Partnership)
Threadneedle

1 Star 1 Star
Newton (BNY Mellon)
Friends Life
Artemis
The James Hay Partnership
First State
Aberdeen
National Savings & Investments

4 Stars 4 Stars
Standard Life Investments
Octopus
Skandia
AXA IM
M&G
Investec Asset Management
Legal & General IM
Aviva

2 Stars 2 Stars
F&C Investments
Schroders
Jupiter
JP Morgan
Henderson New Star
Barclays Wealth
Old Mutual
Cazenove
BlackRock
Neptune
AXA Framlington
Gartmore

Mortgage Providers & Packagers - 2011

5 Stars 5 Stars
Pink Home Loans
BM Solutions
The Mortgage Works
Nationwide BS
Just Retirement
Aldermore
LV=

3 Stars 3 Stars
Skipton BS
Nottingham BS
Platform
Northern Rock
Lloyds TSB
Leeds BS
Cheltenham & Gloucester

1 Star 1 Star
Paragon
Chelsea BS
Bank Of Scotland
GE Money Home Lending
HSBC

4 Stars 4 Stars
Principality BS
Halifax
Coventry BS
Scottish Widows
Abbey for Intermediaries
NatWest Intermediary Solutions

2 Stars 2 Stars
All Types of Mortgages (AToM)
Hodge Lifetime
Woolwich (Barclays)
Newcastle BS
Accord
Kensington
Yorkshire BS

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Photos - 2011 awards