BDM Top 5 Rankings

  • Published on
    07-Apr-2017

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Royal London

Top Provider:

Life and Insurance Groups Field Based BDMs Top ProvidersRoyal LondonPrudential AVIVA 1AEGONStandard Life2382321181141132345

T: 0113 274 3000 W: www.bwd-search.co.uk

Note the points were allocated in the following manner: surveyed Advisors gave 5-1 points to each Provider according to their own perception of them, 5 being the best, and 1 the worst.

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Prudential

Top Provider:Life and Insurance Groups Tele Based BDMs Top Providers

PrudentialRoyal LondonAVIVA1L&GStandard Life2792221871481012345

T: 0113 274 3000 W: www.bwd-search.co.uk

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OctopusTop Provider:Investment Providers Field Based BDMs Top Providers10789695139383175Note the patterns of preference for BDMs in this category are very different from the Life Group Category. Firstly the number of weighted mentions is significantly less for all providers, and secondly there is a very long tail (47 investment providers achieved a 1st Place mention by advisers. The market, it seems, for investment providers is much more fragmented.)

OctopusINVESCO PerpetualOld Mutual1M&GPremier AM107896951392345

T: 0113 274 3000 W: www.bwd-search.co.uk

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Investment Providers Tele Based BDMs Top Providers41402423222075Again, advisers showed a wide diversity of preference with 38 providers scoring at least one 1st place and very few providers showing consistently across a reasonable number of advisers resulting in relatively low scores even for the top providers on this measure. However it has to be noted that Octopus scored double top with this first place ranking for Tele BDMs.

Wed also note that for this category there were few mentions in the 4th and 5th place rankings it seems that for Tele BDMs advisers are only able to recall a smaller number of preferences.

55OctopusM&GOld Mutual1FidelityINVESCO Perpetual55414024232345

OctopusTop Provider:

T: 0113 274 3000 W: www.bwd-search.co.uk

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Platform Providers Field Based BDMs Top Providers113The total universe of Platform providers is of course more limited so absolute number of rankings are reasonably high. Old Mutual win convincingly for both Field and Tele based BDMs.

Old MutualTop Provider:Old MutualTransactAXA Elevate1Standard LifeNovia989487582345149

T: 0113 274 3000 W: www.bwd-search.co.uk

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Platform Providers Tele Based BDMs Top Providers113

Old MutualTop Provider:Old MutualAvivaAXA Elevate1Co FundsFidelity806553482345130

T: 0113 274 3000 W: www.bwd-search.co.uk

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Quilter Cheviot

Top Provider:DFM Providers Field Based BDMs - Top ProvidersQuilter CheviotBrewin DolphinBrooks Macdonald1RathbonesInvestec1061025646402345

T: 0113 274 3000 W: www.bwd-search.co.uk

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Quilter Cheviot

Top Provider:DFM Providers Tele Based BDMs - Top ProvidersQuilters repeat their top of the table performance here but it should be noted that Rathbones scored more 1st place rankings only to be beaten into 2nd place. Overall the number of scores here are low indicating that advisers experience of DFM BDMs is relatively focused on those they deal with which will naturally tend to be a low number and that where they do have dealings with a BDM it is more likely to be face to face. For this category there were almost no rankings offered beyond second place.

Quilter CheviotRathbonesBrewin Dolphin1Tilney34322423234

T: 0113 274 3000 W: www.bwd-search.co.uk

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