1,000 broker survey

1,000 broker survey PowerPoint PPT Presentation


  • 332 Views
  • Uploaded on
  • Presentation posted in: General

1,000 Broker survey. 1,000 interviews conducted with IFA business writersAll interviews conducted by telephone

Download Presentation

1,000 broker survey

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


3. Sample achieved 21% - National IFA firms 13% - Large regional IFA firms 5% - Network management - head offices 58% - single outlet/ sole trader 3% Other 71% directly regulated 29% regulated via a network Of which 19% are members of Sesame 12% are members of Positive Solutions

4. Number of business writers employed by firm

5. Minimum quota by type of business Aim was to ensure > 100 sample in each product category

6. What we asked - product categories Which companies have stood out overall in terms of product quality and innovation, customer service, and marketing and sales support Top three companies on that basis Mainstream Mortgages, Specialist Mortgages, Pensions, Life Protection, Large Fund Management Group, Independent Boutique Fund Manager and Multi-Manager provider Top two companies on that basis PHI, PMI, Critical Illness Best overall healthcare provider

7. Background to Company of the Year Initial focus on specific aspects of provider performance Top three companies for each aspect Product Quality and Innovation Customer Service Marketing and Sales Support Best single company overall Which single company has in your view stood out as best company this year?

8. Results for the product categories

9. Best mainstream mortgage provider 38 companies nominated 244 brokers voted in this category Shortlist - top six & winner Abbey - Winner Birmingham Midshires Cheltenham & Gloucester Halifax Nationwide Building Society Woolwich

11. Best specialist lender 50 companies nominated 155 brokers voted in this category Shortlist - top six & winner - Accord - Bank of Scotland - BM Solutions - Winner Bristol & West Cheltenham & Gloucester Mortgage Works

13. Best pension provider 47 companies nominated 483 brokers voted in this category Shortlist - top six & winner Aegon/ Scottish Equitable Clerical Medical Norwich Union Scottish Widows Skandia Life Standard Life - Winner

15. Best life protection provider 33 companies nominated 377 brokers voted in this category Shortlist - top six & winner Aegon/ Scottish Equitable AXA Bright Grey Friends Provident Legal & General - Winner Norwich Union

17. Best investment provider(Large Fund Management Group) 63 companies nominated 362 brokers voted in this category Shortlist - top six & winner Fidelity Investments Invesco Perpetual - Winner Jupiter M&G Skandia Life Standard Life Investments

19. Best independent boutique fund manager 96 companies nominated 236 brokers voted in this category Shortlist - top six & winner Fidelity Investments Invesco Perpetual Jupiter Neptune – Winner Skandia Life Thames River

20. Best independent boutique fund manager – weighted result – top six

21. Best Multi Manager provider 67 companies nominated 286 brokers voted in this category Shortlist - top six & winner Co Funds Fidelity Investments Foreign & Colonial Jupiter – Winner Skandia Life Standard Life

22. Best multi-manager proposition – weighted result – top six

23. Best healthcare provider Sub-category nominations - top two companies PHI PMI Critical Illness Overall winner Single company which has stood out in the healthcare market

24. Income protection/ PHI 27 companies nominated 336 brokers voted in this category Shortlist - top six & winner Abbey Friends Provident – Winner Legal & General Liverpool Victoria Norwich Union Healthcare UNUM Provident

26. PMI 27 companies nominated 212 brokers voted in this category Shortlist - top six & winner AXA PPP BUPA - Winner Friends Provident Norwich Union Healthcare Prudential (Pru Health) Standard Life Healthcare

28. Critical Illness 22 companies nominated 352 brokers voted in this category Shortlist - top six & winner Abbey AEGON Scottish Equitable Bright Grey BUPA Legal & General - Winner Norwich Union Healthcare

30. Best healthcare provider 36 companies nominated as best healthcare company overall 717 brokers voted in this category 175 (24%) felt no company stood out overall Shortlist based on nomination for single company which has really stood out this year Shortlist - top six & winner AXA PPP BUPA - Winner Friends Provident Legal & General Norwich Union Healthcare Standard Life Healthcare

31. Best healthcare provider - votes cast - top six

32. Company of the year

33. Focus on key aspects of performance 1,000 Brokers voted in each of the following categories Product quality and innovation 1st, 2nd and 3rd best companies Customer service 1st, 2nd and 3rd best companies Marketing and sales support 1st, 2nd and 3rd best companies

37. Company of the Year overall Thinking about the three key aspects of company performance overall - Which single company has in your view stood out as the best company this year? 1,000 brokers voted in this category 90 companies nominated as Company of the Year 13 companies received more than 20 or more nominations 71 brokers felt no company stood out overall

38. Company of the Year - final shortlist & winner Shortlist - top ten Abbey AEGON Scottish Equitable AXA Bright Grey Legal & General Norwich Union Prudential Scottish Widows Skandia Life Standard Life - Winner

39. Company of the Year - votes cast - top ten nominations

40. Award winners in summary Best Mortgage (mainstream) Lender Abbey Best Specialist Lender BM Solutions Best Pension Provider Standard Life Best Life Protection Provider Legal & General Best Investment Provider (Large Fund Management Group) Invesco Perpetual Best Boutique Fund Manager Neptune Best Multi Manager Provider Jupiter Best Healthcare Provider BUPA Company of the Year Standard Life

41. Additional/ sub-category winners Healthcare sub-categories Best Income Protection/ PHI Provider – Friends Provident Best PMI Provider – BUPA Best CI rovider – Legal & General Key aspects of company performance Best for product quality and innovation – Standard Life Best for customer service – Standard Life Best for marketing and sales support – Standard Life

  • Login