UK PLATFORM AWARDS 2020

Schroders UK Platform Awards


15 December 2020 - Online

Another year of celebrating excellence in platforms and technology

The Schroders UK Platform Awards will be held on 15 December at 4.30 online. This will be the 14th running of the ceremony making at not only the largest and most important event in the platform calendar, but by far the oldest. The wonderful Kate Silverton will once again host the event for the 11th year.

As ever, we shall be supporting a highly deserving charity, which will be announced in due course.

For the past few years, the industry has been adapting to new rules and regulations while upgrading the technology backbone. These technology upgrades, while sometimes painful have been necessary to support future growth and innovation. With significant regulatory change done and technology upgrades coming to an end, we hope that change budgets might finally be applied to innovation.

This year we have had the huge challenge of Covid-19. There are very few silver linings to this grey cloud, but the ability of platforms to quickly adapt to a ‘working from home’ environment and advance technology such as adopting electronic signatures was impressive. We must also congratulate advisers who have also adapted to difficult circumstances remarkably well, also by employing more and better technology.

This is so appropriate as the awards recognise change in markets and technology, so in addition to recognising the best intermediary platforms, we also recognise new technology, new innovations and new ways of connecting with the investor, whether via advisers, direct or a combination of both, under normal circumstances and in a crisis.

Finally, we recognise the significance of ESG issues in both investment and in corporate behaviours and are incorporating a question in all platform and adviser submissions to reflect this.

Do join us on 15 December 2020 at 4.30pm. Registration details will be posted in early November.

Advisers - Vote for your favourite platforms and fund research tools.

Our awards are the Oscars of platform and technology world. Some of the awards are made on the basis of a forensic judging process with panels of expert, independent judges selected for each award under the eagle eyes of chairman, Keith Richards, CEO of the Personal Finance Society.

However, it is crucially important to listen to you, advisers, as well – you are the actual platform users after all. As such, four major awards are based purely on adviser votes:

  • Best platform provider (AUM over £25 billion)
    Advisers’ choice for the larger platform

  • Best platform provider (AUM up to £25 billion)
    Advisers’ choice for the smaller platform

  • Leading investment research, ratings and data provider
    Advisers’ choice of research and data tools

  • Best platform for adviser service
    Advisers’ scores on four crucial service categories

Media Partners

Contact

enquiries@ukplatformawards.co.uk

As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.

As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.

We employ over 4100 talented people worldwide operating from 37 offices in 27 different countries across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.

The Awards 2020

These are the awards for 2020
Please click on award title to view criteria

  • Platform of the Year 2020

    The ultimate platform accolade for 2020.

  • Best platform provider (AUM over £25 billion)

    The award for the platform with assets on platform over £25 billion.

  • Best platform provider (AUM up to £25 billion)

    The award for the platform with assets on platform up to £25 billion.

  • Best platform for adviser service

    Adviser votes on the quality of adviser service.

  • Leading adviser business (over 10 advisers)

    As judged by submission followed by interview.

  • Leading adviser practice (up to 10 advisers)

    As judged by submission followed by interview.

  • Best use of platform technology

    The most successful technology project resulting from a partnership between platform and technology partner.

  • Leading digital platform

    The most exciting development in the application of financial technology in both direct to consumer and hybrid platforms.

  • Leading retirement proposition

    The complete retirement solution.

  • Leading independent planning tool provider

    The most valuable planning tool that supports the advisers’ proposition.

  • Leading investment research, ratings and data provider

    The advisers’ choice of fund research and ratings provider.

  • Leading innovation award

    The most innovative new product, application or service in 2019 in the platform or technology sector.

  • Best wealth management platform

    For vertically integrated platforms providing asset management and/or distribution.

  • Leading platform for discretionary management

    The best platform for advisers who wish to offer discretionarily managed portfolios.

  • Leading platform for model portfolio services

    The best platform for advisers running model portfolios as judged by discretionary managers.

  • Leading innovation in workplace solutions

    The proposition that engages best with both employers and employees.

  • Best Institutional platform

    The leading wholesale platform service.

  • Best strategic platform partner

    For the provider of the essential services that enable the platform to deliver its proposition.

  • Leading platform journalist

    Editors and publishers will be asked to submit articles or a series of articles to the judges written by their journalists on platforms.

The Winners 2019

  • Platform Of The Year - 2019

    Winner: Parmenion

    Runner up: A J Bell

  • Best Platform Provider (AUM £25 Billion Or More)

    Winner: Standard Life Wrap

    Runner up: Old Mutual Wealth

  • Best Platform Provider (AUM up to £25 billion)

    Winner: Standard Life Elevate

    Runner up: True Potential

  • The Intelliflo award for best platform service

    Winner: Standard Life Wrap

    Runner up: Standard Life Elevate

  • Leading Adviser Business

    Winner: Aspect8

    Runner up: Tavistock Private Clients

  • Leading Adviser Practice

    Winner: First Wealth

    Highly commended: Thomas and Thomas

  • Best Use of Platform Technology

    Winner: True Potential

    Runner up: GBST and Vitality

  • Leading Digital Platform

    Winner: Moneyhub

    Highly commended: Open Money

  • Leading Retirement Proposition

    Winner: Seven Investment Management

    Runner up: Novia

  • Leading Independent Planning Tool Provider

    Winner: Intelliflo

    Runner up: Defaqto

  • Leading investment research, ratings and data provider

    Winner: FE

    Highly commended: Morningstar

  • The Leading innovation award

    Winner: Calastone

    Highly commended: Open Money

  • Best wealth management platform

    Winner: SEI

    Highly commended: A J Bell

  • Leading platform for discretionary management

    Winner: Praemium

    Highly commended: Seven Investment Management

  • Leading platform for model portfolio services

    Winner: Standard Life Wrap

    Highly commended: Novia

  • Leading innovation in workplace solutions

    Winner: Wealth Wizards

    Runner up: Money Hub

  • Best institutional platform

    Winner: Allfunds

    Runner up: BNY Mellon l Pershing

  • Best strategic platform partner

    Winner: Dunstan Thomas

    Runner up: SEI

  • Leading platform journalist

    Winner: Tom Ellis

    Highly commended: Jack Gilbert

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 process of selecting the winners varies by award to ensure the right outcomes.
The process of selecting the winners varies by award to ensure the right outcomes.
A team of judges has been selected for each of these awards based on expertise and independence.

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