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Best Investment Adviser

Origen scoops this year’s Best Investment Adviser award for its emphasis on Treating Customers Fairly and launch of its Research & Investment Knowledge Bank.

The Knowledge Bank is available to every member of Origen staff containing results of research carried out within the investment and product spectrum.

To support its launch members of the investment department visited every Origen branch to offer training and advice about the system.

The firm has continued its development of the investment element of Origen Sipps where clients have full access to all seven of Origen’s discretionary management portfolios.

2005 was the first full year for the firm, after it was formed by the merger of five IFA businesses in 2004, and it was spend cementing this integration.

The judges particularly felt the firm’s stance on the FSA’s Treating Customers Fairly regime distinguished itself from other contenders for the award.

Origen established TCF as a project in April 2005 to ensure it was embedded in all Origen processes that touch the customer, including product design and development, marketing and financial promotions, sales and advice, client servicing and complaints handling.

It also implemented new technology initiatives in the past year such as the launch of its intranet, development of portfolio planning tools, investment tools and new links with providers.

Other developments in 2005 which make Origen worthy winners of Best Investment IFA include changes to its Discretionary Management Service which has attracted over £35m of money through the year in seven portfolios all outperforming industry benchmarks.

Winner – Origen
2nd – Plan Invest Group
3rd – Alan Steel Asset Management

Sponsored by Schroders


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