Click on a category to view the entry criteria

• Healthcare Adviser of the Year

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that:

   

  • Demonstrates expertise in corporate healthcare advice
  • Demonstrates how it has improved the advice and services given to clients,including how it maintains ongoing advice
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it maintains consistency of service to its clients
  • Shows how it offers its clients value for money
  • Demonstrates how it has used new technology for its clients’ benefit

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a corporate healthcare arrangement it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Best Integrated Health and Wellbeing Solution

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation and expertise in the delivery of advice on integrated health and wellbeing solutions
  • Outlines how it has coped with market and regulatory challenges
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it offers its clients value for money
  • Demonstrates how it has used new technology for its clients’ benefit

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of an integrated health solution, employee assistance arrangement or workplace wellbeing arrangement it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Group Risk Adviser of the Year

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation and expertise in the delivery of group risk advice
  • Outlines how it has coped with market and regulatory challenges
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it offers its clients value for money
  • Demonstrates how it has used new technology for its clients’ benefit

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should submit in not more than 500 words a case study of a group risk arrangement it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Group Income Protection Adviser of the Year

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation and expertise in the delivery of advice on group income protection or critical illness
  • Outlines how it has coped with market and regulatory challenges
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice.
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it offers its clients value for money
  • Demonstrates how it has used new technology for its clients’ benefit

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of group income protection or critical illness arrangement it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Pension Adviser of the Year

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation and expertise in pensions advice
  • Considers the selection, where appropriate, of a default fund
  • Outlines how the firm has coped with market and regulatory challenges, in particular, A-day and the approach of Personal Accounts
  • Outlines how it has coped with market and regulatory challenges
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it offers its clients value for money

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a workplace pension it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Best Strategy for Investment Advice on Pensions

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation and expertise in investment advice on pensions
  • Demonstrates clear communication, where appropriate, of alternatives to default funds
  • Shows how investment risk has been communicated to scheme members
  • Outlines how the firm has coped with market and regulatory challenges, in particular, A-day and the approach of Personal Accounts
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice
  • Shows how it maintains consistency of service and value to its clients

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a solution for investment advice for members of workplace pension it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. Judges will take into account the socio-economic profile of the client employer’s workforce when ranking entries. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Best Member Communication Strategy

  The firm should submit a written statement of not more than 1000 words that: 

   

  • Demonstrates innovation and expertise in setting up member communication strategies
  • Demonstrates how its member communication strategies provide value for money to clients
  • Demonstrates how its member communication strategies achieve employee engagement with benefits
  • Shows how it maintains consistency of service to its clients

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a member communication strategy it has put in place, giving evidence of how the strategy has met the objectives of the employer, including, where appropriate, evidence showing that those objectives have been met. The member communication strategy can be in relation to any form of employee benefit.

   

  The member communication strategy must have been put in place or significantly updated in the 12 months prior to the closing date for entries. Judges will take into account the socio-economic profile of the client employer’s workforce when ranking entries. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer. The firm may attach the advice summary that was sent to the employer at the time the advice was given.

• Best Use of Technology by a Corporate Adviser

  The firm should provide a written statement of not more than 750 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation and excellence in the way technology has been used within the business in respect of a Group Pension, Group Risk or Group Healthcare arrangement
  • Demonstrates how that has enhanced the proposition for the employer and employees and how each party have benefited from this
  • In the case of Group Pensions, show how technology has been used to communicate investment risk to scheme member
  • Demonstrate the services provided to assist/educate/encourage members to make increased contributions or take wider benefit
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice/guidance is maintained

   

  The form should be completed by an individual holding at least director or principal level.
   
  The firm should also submit in not more than 500 words a case study of a technology solution for a Group Pension, Risk or Healthcare service for members it has put in place or significantly updated in the 12 months prior to the closing date for entries.  This should give details of the objectives that were agreed and set and evidence of how the success in achieving such objectives was defined in advance and measured subsequently. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Best Cashplan Solution *NEW for 2011*

  The firm should provide a written statement of not more than 750 words divided into numbered paragraphs that:   

   

  • Demonstrates innovation and excellence in advising and implement cash plan solutions in the workplace
  • Demonstrates a rigorous process for selecting the most suitable cash plan provider and product for the employer, including detailing potential return on investment
  • Demonstrates how it ensures cash plans continue to provide value to employer and employees in the years after implementation
  • Demonstrates creative thinking in promoting cash plans to new market

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a cash plan solution it has put in place or significantly updated in the 12 months prior to the closing date for entries. This should give details of the objectives that were agreed and set and evidence of how the success in achieving such objectives was defined in advance and measured subsequently. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Corporate Adviser Firm of the Year 2011

  The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation in the delivery of corporate financial advice across all areas of employee benefits
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it offers its clients value for money
  • Demonstrates how it has used new technology for its clients’ benefit

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a holistic corporate benefits package it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.

• Corporate Adviser Small Firm of the Year 2011

  This category is open to firms with five advisers or consultants or less. The firm should submit a written statement of not more than 1000 words divided into numbered paragraphs that: 

   

  • Demonstrates innovation in the delivery of corporate financial advice across all areas of employee benefits
  • Demonstrates how it has improved the advice and services given to clients, including how it maintains ongoing advice
  • Provides details of how it has ensured high levels of training and competence amongst its advisers
  • Shows how it maintains consistency of service to its clients
  • Shows how it offers its clients value for money
  • Demonstrates how it has used new technology for its clients’ benefit

   

  The form should be completed by an individual holding at least director or principal level.

   

  The firm should also submit in not more than 500 words a case study of a holistic corporate benefits package it has put in place or significantly updated in the 12 months prior to the closing date for entries, giving details of the objectives that were set and evidence of how the scheme met those objectives. The case study submission will be given greater weight by the judges if it is signed by an executive from the HR department of the employer or by a senior manager of the employer.