Offer More Options Award
Adviser of the Month
WINNER - May 2010
Maurice Scant
Tom French & Associates
Winning entry »
Adviser of the Month
WINNER - June 2010
Damian Lomax
Oracle Financial Management
Winning entry »
Adviser of the Month
WINNER - July 2010
Adviser of the Month
WINNER - August 2010
Living Time launches new Offer More Options awards
Living Time is pleased to announce the launch of a new series of awards for IFAs who have added their support to the award-winning 'Offer More Options' campaign.
To help recognise those individuals and firms that demonstrate the very best attributes of 'offering more options' in the way they deal with their at-retirement clients, we are launching two award categories - Adviser of the Month and Firm of the Year.
Adviser of the Month
We are looking for submissions from individual RIs who can demonstrate how they improved the financial outcome for a client through a written real-life case study.
Four monthly awards are on offer this year - May, June, July and August - with the chosen winners receiving the following prizes:
- Bespoke 'Adviser of the Month' trophy
- Bottle of Veuve Clicquot champagne
- Winner's certificate
- Ticket for this year's Money Management 'Planner of the Year' awards in October as a guest of Living Time
Firm of the Year
We are looking for submissions from the CEO, MD or Senior Exec of Advisory firms who can demonstrate how their company has changed its business practices and sales processes to improve outcomes for at-retirement clients.
There will be one overall winner of this award who will receive the following prizes:
- Bespoke 'Firm of the Year' trophy
- National recognition through Living Time sponsored PR
- Ticket for the CEO/MD to this year's Money Management 'Planner of the Year' awards in October as a guest of Living Time
Entry rules
A full list of rules for each award can be found by clicking the links below.
Additionally, award submissions will only be considered from individuals/firms who are registered for business with Living Time AND registered supporters of the Offer More Options campaign. Further details on the award Entry Criteria can be found in the relevant Case Study Requirements document
Adviser of the Month |
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 Case Study Requirements » |
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| You can download the 'Adviser of the Month' case study requirements and Entry Criteria by clicking the image above. A full list of rules relating to qualification, deadlines and judging of this award can be found by clicking here » |
Firm of the Year |
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 Case Study Requirements » |
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| You can download the 'Firm of the Year' case study requirements and Entry Criteria by clicking the image above. A full list of rules relating to qualification, deadlines and judging of this award can be found by clicking here » |
| Living Time is a proud sponsor of a unique award at this year's Money Management 'Planner of the Year' awards. For more details, click here » |  |