14 May 2009 • moneymarketing.co.uk E-COMMERCE | 11
PRODUCT AREA & DECLINED TO
MONTH PUBLISHED eee ee + ee ee - e + e e - BE RATED
GROUP PENSIONS
GROUP PERSONAL Aegon SE � Aviva L&P � Blackrock
PENSIONS Standard Life � Legal & General � Invesco Perpetual
(inc Stakeholder) Friends Provident � Prudential � JP Morgan
January 2009 Scottish Life � AXA � Merril Lynch
Fidelity � Clerical Medical � Winterthur
Scottish Widows �
GROUP SIPP Aegon SE � Scottish Widows N James Hay ▼
January 2009 Standard Life � Legal & General �
Friends Provident �
GROUP CIMP Aegon SE � Scottish Widows ▼ Clerical Medical ▲ Aviva L&P ▲
January 2009 Friends Provident � AXA � Prudential ▲
Fidelity � Legal & General ▲
Standard Life �
Scottish Life �
WEALTH
STAND ALONE DRAWDOWN Aegon SE � Scottish Widows ▲ Winterthur Life ▲ LV= ▲ Clerical Medical �
October 2008 Standard Life ▲ Selestia � Hartford Life N Legal & General ▲
Lincoln N
James Hay �
Scottish Life ▲
Fidelity FundsNetwork ▼
Prudential N
Merchant Investors N
WRAP & WEALTH Standard Life � 7IM � Cofunds � James Hay ▼ Skandia N Ascentric
MANAGEMENT Funds Network ▲ Lifetime (Norwich Union)
March 2008 Nucleus
Raymond James
Transact
PORTFOLIO PLANNING Scottish Widows � Cofunds � Standard Life ▲ Friends Provident ▼ Prudential ▼
TOOLS Aegon SE � Winterthur Life N
March 2008 Zurich N
Funds Network �
Skandia N
AXA �
N = New (not previously rated). The purple upward arrows are for ratings improved, the green sideways arrows are for ratings maintained, red downward arrow for ratings reduced,
magenta square is for most improved provider
To participate in any of the surveys,
contact Ian McKenna at FTRC
T: (020) 7863 0863
To advertise in the E-Excellence
Awards supplements,
contact Carmel Dickinson
T: (020) 7970 4355
E: carmel.dickinson@centaur.co.uk
E-EXCELLENCE STUDY SUPPLEMENTS:
Wrap & Wealth Management 11th June 2009
ISAs & Collectives 10th September 2009
Pension Decumulation 8th October 2009
Investment Bonds 12th November 2009
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