Here are the shortlists for the judged awards (as opposed to those decided by adviser voting).
The process is quite simple. In advance of the judging days, each judge marks each section of the submissions. At the start of each category session, the chair, Keith Richards, CEO of the PFS, asks each judge to nominate their 1-2-3. If, there is any significant digression from the scores, he will ask for further thought and discussion.
Those who feature make up the shortlist.
This award will go to the intermediary platform that the judges deem to have made the greatest advance or been the most innovative in 2021.
Judging process: Submission followed by interview of the six finalists by our judges in the City of London.
The award for the best larger platform, with AUM over £40 bn. Voted for by advisers.
The award for the best smaller platform, with AUM over £40 bn. Voted for by advisers
Based on adviser votes on 4 categories on service and administration
The best larger adviser firm with 10 or more advisers
Judging process: The judging process will be in two stages. Stage one is in the form of a submission to the judges. The three entrants receiving highest scores will go through to an interview with the judges.
The best smaller adviser firm with up to 10 advisers.
Judging process: The judging process will be in two stages. Stage one is in the form of a submission to the judges. The three entrants receiving highest scores will go through to an interview with the judges.
A firm with all the best adviser qualities together with a leading ESG proposition
Judging process: The award will be judged by submissions to the judging panel.
The most successful recent technology partnership between a platform and a technology provider
The most exciting development in the application of financial technology in both direct to consumer and hybrid platforms.
The complete platform retirement solution
The most valuable planning tool that supports the adviser proposition
The advisers’ choice of fund ratings and research provider
This award quite simply celebrates innovation, whether a platform, planning tool or application that makes life better for advisers and/or customers
For vertically integrated platforms providing integrated asset management and/or distribution capability.
This award is for the best platform used by advisers wishing to run discretionary portfolios, either models or bespoke.
The workplace proposition that engages best with both employers and employees.
For the best wholesale platform supplying a fund service to wealth managers, financial institutions and/or pension fund trustees.
For the provider of the essential services that enable the platform to deliver its proposition
Editors and publishers will be asked to submit an article or series of articles written by their best platform journalist.
The best platform for advisers running model portfolio services as judged by discretionary managers. This award is for the platform that best supports advisers using model portfolio services (MPS) from discretionary fund managers.
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