UK PLATFORM AWARDS 2016

Schroders UK Platform Awards


Gala Dinner - 20 September 2016

A very special night in London's Mayfair...

Once again, the great and the good of platform world will gather at the London Hilton in Park Lane to acclaim excellence and achievement in platform technology.

This year’s years dinner will be the tenth, a very special occasion that we will be celebrating in style. Once again, the fabulous Kate Silverton will be our host.

Our awards are open to platforms, advisers and providers of platform technology and toolsets. We even have an award for the top platform journalist of the year.

This year, we will add a special award, the Platform of the Decade, to reward the platform that has demonstrated superior and consistent quality and service to clients and their advisers over the last ten years - remembering that platforms are for the long run.

With our sponsors, Schroders and our media partner, Professional Adviser, we have set ourselves the target of ensuring that our judging process is of such a standard, that advisers will regard winners as automatic candidates for their selection shortlists.

To assist in this process, the judging and voting is outsourced to the Personal Finance Society to ensure total independence. We are delighted that Keith Richards, CEO, has agreed to be the chair of judging.

How to enter the platform and technology awards

For details of nomination and entry to the platform and technology awards, please email: enquiries@ukplatformawards.co.uk

Advisers...

To obtain a submission form for our adviser awards:
If you have less than 10 advisers: click here
If you have 10 or more advisers: click here

Book a Table / Sponsor Award...

To book a table or sponsor an award,
click here to download the application form.

Media Partners

Contact

enquiries@ukplatformawards.co.uk

At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value.

We manage £294.8 billion (€400.0 billion / US $446.5 billion) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.

We employ over 3,700 talented people worldwide operating from 37 offices in 27 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which we invest and close to our clients.

Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

Source: Schroders, all data as at 30 September 2015.

Programme

Programme

Schroders UK Platform Awards
Gala Dinner - 20 September 2016

at

The London Hilton on Park Lane
22 Park Lane, London W1K 1BE

Host Kate Silverton, Radio and TV Presenter
Dress Code Black Tie

The Plan

18:45 Champagne Reception • Wellington/Harvest
19:30 Dinner and Entertainment • Grand Ballroom
21:45 The Awards Ceremony
11:00 Cash bar
00:30 Carriages

The Awards 2016

These are the awards for 2016
Please click on award title to view criteria

  • Platform of the Year 2016

    The ultimate platform accolade for 2016

  • Platform of the decade

    A very special award to celebrate our 10th awards dinner, recognising consistent excellent over the long term

  • Best platform provider (AUM over £15 billion)

    Advisers’ choice for the large platform

  • Best platform provider (AUM up to 15 billion)

    Advisers’ choice for the smaller platform

  • Dynamic Planner best platform for adviser service

    Adviser votes on the quality of platform service

  • Leading adviser practice (up to 10 advisers)

    As judged by submission followed by interview

  • Leading adviser business (over 10 advisers)

    As judged by submission followed by interview

  • Best use of platform technology

    Chosen technology projects submitted by platform managers to the judges

  • Leading innovation in investor engagement on platforms

    The most exciting development in the application of financial technology that encourages both experienced investors and new investors to engage

  • Leading platform-enabled retirement proposition

    The complete platform-enabled retirement solution

  • Leading integrated planning tool provider

    Submission to the judges by platforms on behalf of their toolset providers

  • Leading independent planning tool provider

    Advisers’ choice of favoured stand-alone toolsets

  • Leading innovation award

    The most innovative new product in 2016

  • Best wealth management platform

    For vertically integrated platforms providing asset management and/or distribution

  • Best investment management platform proposition

    The platform behind the best investment management propositions

  • Leading innovation in workplace solutions

    The best corporate or flexible benefits platform

  • Best institutional platform

    The leading wholesale fund platform service

  • Leading platform journalist

    Editors and publishers will be asked to submit articles or series of articles to the judges that they feel are worthy of the award

the winners 2015

  • Leading platform journalist

    Winner: Charles Walmsley

  • Leading innovation in consumer platforms (for the experienced investor)

    Winner: Hargreaves Lansdown

  • Leading innovation in consumer platforms (for the novice investor)

    Winner: Nutmeg

  • Best institutional platform

    Winner: SEI

  • Leading innovation in workplace solutions

    Winner: Retiready from Aegon

  • Best investment management platform proposition

    Winner: Parmenion

  • Best wealth management platform

    Winner: Old Mutual Wealth

  • Leading Innovation award

    Winner: Aegon

  • Leading independent planning tool provider

    Winner: FE Analytics

  • Leading integrated planning tool provider

    Winner: FE and Zurich Intermediary Platform

  • Leading platform-enabled retirement proposition

    Winner: Aegon

  • Best use of platform technology

    Winner: FNZ and Standard Life

  • Leading adviser business (over 10 advisers)

    Winner: Aspect 8

  • Leading adviser practice (up to 10 advisers)

    Winner: First Wealth

  • Best platform for adviser service

    Winner: Standard Life

  • Best platform provider (AUM up to 12.5 billion)

    Winner: AXA Elevate

  • Best platform provider (AUM over £12.5 billion)

    Winner: Standard Life

  • Platform of the Year 2015

    Winner: Standard Life

Past Winners:


Judging

The winners of the awards will be found by adviser votes or through the wisdom and skill of our judges. The judges have been selected for both their expertise and their independence.
The judging panel will be chaired by Keith Richards, CEO of the Personal Finance Society. The deputy chair will be Lawrence Gosling, Group Editorial Director of Incisive Media.
The process of selecting the winners varies by award to ensure the right outcomes.
A team of judges was selected for each of these awards based on expertise and independence.

Sponsors