1,000 Broker Survey

1
1,000 Broker Survey
Shortlists and winners of the Money Marketing
Provider Awards 2007
March 2007
2
1,000 Broker survey

• 1,000 interviews conducted with IFA business
  writers
• All interviews conducted by telephone
  approximate 10 minute questionnaire
• Interviews conducted September/October 2006
• Incentive case of champagne

3
Sample achieved

• 18 - National IFA firms
• 15 - Large regional IFA firms
• 6 - Network management - head offices
• 61 - single outlet/ sole trader
• 72 directly regulated
• 28 regulated via a network
• Of which 27 are members of Sesame

4
Number of business writers employed by firm
5
Minimum quota by type of business

• Aim was to ensure gt 200 sample in each product
  category

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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, Investments,
  Multi-Manager proposition and IFA Call Centre
• 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

• Industry Personality of the Year
• Short list of 9 provided by Money Marketing
• Other nominations recorded

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Results for the product categories
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Best mainstream mortgage provider Weighted result
- top six

• 59 companies nominated
• 366 brokers voted in this category

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Best specialist mortgage provider Weighted result
- top six

• 70 companies nominated
• 355 brokers voted in this category

12
Best pension provider - group, personal or
specialist Weighted result - top six

• 39 companies nominated
• 410 brokers voted in this category

13
Best life protection provider Weighted result -
top six

• 31 companies nominated
• 314 brokers voted in this category

14
Best investment provider Weighted result - top six

• 78 companies nominated
• 421 brokers voted in this category

15
Best multi-manager proposition Weighted result
top six

• 51 companies nominated
• 421 brokers voted in this category

16
Best IFA Call Centre Weighted result top six

• 76 companies nominated
• 1000 brokers voted in this category

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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

18
Income protection/ PHI Weighted result - top six

• 31 companies nominated
• 520 brokers voted in this category

19
PMI Weighted result - top six

• 24 companies nominated
• 246 brokers voted in this category

20
Critical Illness Weighted result - top six

• 21 companies nominated
• 446 brokers voted in this category

21
Best healthcare provider

• 26 companies nominated as best healthcare company
  overall
• 652 brokers voted in this category
• 216 (33) felt no company stood out overall
• Shortlist based on nomination for single company
  which has really stood out this year
• Shortlist - top six winner
• Abbey
• BUPA
• Friends Provident - Winner
• Legal General
• Norwich Union Healthcare
• Standard Life Healthcare

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Best healthcare provider Votes cast - top six

• 26 companies nominated as best healthcare company
  overall
• 652 brokers voted in this category
• 216 (33) felt no company stood out overall
• Shortlist based on nomination for single company
  which has really stood out this year

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Company of the year

• 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

24
Best for product quality and innovation Weighted
result - top six

• 125 companies nominated
• 1000 brokers voted in this category

25
Best for customer service Weighted result - top
six

• 109 companies nominated
• 1000 brokers voted in this category

26
Best for marketing sales support Weighted
result - top six

• 92 companies nominated
• 1000 brokers voted in this category

27
Company of the YearOverall - votes cast - top
ten nominations

• 86 companies nominated as Company of the Year
• 1,000 brokers voted in this category
• 13 companies received more than 20 or more
  nominations
• 67 brokers felt no company stood out overall

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Outstanding contribution to the Industry

• Winner Steve Bee

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Award winners in summary

• Best Mainstream Mortgage Loan provider
• Abbey
• Best Specialist Mortgage Loan provider
• GMAC - RFC
• Best Pension provider
• Standard Life
• Best Life Protection provider
• Legal General
• Best Multi Manager Provider
• Skandia Life
• Best Investment provider
• Skandia Life
• Best IFA Call Centre
• Standard Life
• Best Healthcare provider
• Friends Provident
• Company of the Year
• Standard Life
• Industry Personality of the Year

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Additional/ sub-category winners

• Healthcare sub-categories
• Best Income Protection/ PHI provider Friends
  Provident
• Best PMI provider Standard Life Healthcare
• Best CI provider Abbey
• 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