Download pptx - BDM Top 5 Rankings

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Page 1: BDM Top 5 Rankings

A

Royal London

Top Provider:

Life and Insurance Groups – Field Based BDMs – Top Providers

Royal London

Prudential

AVIVA

1

AEGON

Standard Life

23 823

211

811 4

11 3

2

3

4

5

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.

Page 2: BDM Top 5 Rankings

A

Prudential

Top Provider:

Life and Insurance Groups – Tele Based BDMs – Top Providers

Prudential

Royal London

AVIVA

1

L&G

Standard Life

27 922

218

714 8

10 1

2

3

4

5

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

Page 3: BDM Top 5 Rankings

A

OctopusTop

Provider:

Investment Providers – Field Based BDMs – Top Providers

107

896 9

5139

3831

75

Note – 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.)

Octopus

INVESCO Perpetual

Old Mutual

1

M&G

Premier AM

107

8969

5139

2

3

4

5

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

Page 4: BDM Top 5 Rankings

A

Investment Providers– Tele Based BDMs –

Top Providers41

4 024

2322

2075

Again, 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.

We’d 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.

55 Octopus

M&G

Old Mutual

1

Fidelity

INVESCO Perpetual

5541

4024

23

2

3

4

5

OctopusTop

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

Page 5: BDM Top 5 Rankings

A

Platform Providers – Field Based BDMs – Top Providers

113 The 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 Mutual

Top Provider:

Old Mutual

Transact

AXA Elevate

1

Standard Life

Novia

9894

8758

2

3

4

5

149

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

Page 6: BDM Top 5 Rankings

A

Platform Providers – Tele Based BDMs – Top Providers

113

Old Mutual

Top Provider:

Old Mutual

Aviva

AXA Elevate

1

Co Funds

Fidelity

8065

5348

2

3

4

5

130

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

Page 7: BDM Top 5 Rankings

A

Quilter Cheviot

Top Provider:

DFM Providers– Field Based BDMs - Top Providers

Quilter Cheviot

Brewin Dolphin

Brooks Macdonald

1

Rathbones

Investec

10 610

256

4640

2

3

4

5

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

Page 8: BDM Top 5 Rankings

A

Quilter Cheviot

Top Provider:

DFM Providers– Tele Based BDMs - Top Providers

Quilters 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 adviser’s 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 Cheviot

RathbonesBrewin Dolphin

1

Tilney

3432

2423

2

3

4

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


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