UK PLATFORM AWARDS 2017

Schroders UK Platform Awards


Gala Dinner - 26 September 2017

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 will be our tenth birthday, which the numerate amongst you will appreciate makes it the 11th event! Once again, the fabulous Kate Silverton will be hosting.

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

The late and much missed Paul Bradshaw said that platforms are ultimately just expensive bits of technology. He was, as ever, quite right. Technology changes at a pace – so must the platform awards. Our awards will continue to recognise excellence and success in mainstream retail investment. However, we shall also be looking for the winners in the digital/cyborg space as well. We are aware of the rush into vertical integrated propositions – asset managers, platforms, adviser groups are all at it. Everyone is trying to eat everyone else’s lunch, which means the value chain is becoming more and more fractured. We have to recognise this in our awards.

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 and investors 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, once again, to chair the 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...

If you wish to enter for one of the two adviser awards, click here for submission forms.

To book a table or for details of sponsorship

please email: enquiries@ukplatformawards.co.uk

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 have responsibility for £397.1 billion (€465.2 billion/US$490.7 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 active strategies across equities, fixed income, multi-asset, alternatives and real estate.

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.

Programme

Programme

Schroders UK Platform Awards
Gala Dinner - 26 September 2017

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
19:30 Dinner and Entertainment
21:45 The Awards Ceremony
11:00 Cash bar
00:30 Carriages

The Awards 2017

These are the awards for 2017
Please click on award title to view criteria

  • Platform of the Year 2017

    The ultimate platform accolade for 2017

  • 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 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 provider

  • 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 retirement solution

  • Leading integrated planning tool provider

    The best integrated toolset resulting from a partnership between platform and planning tool provider

  • Leading independent planning tool provider

    Advisers’ choice of favoured stand-alone toolsets

  • Leading innovation award

    The most innovative new product, application or service in 2017 in the platform or technology sector

  • Best wealth management platform

    For vertically integrated platforms providing asset management and/or distribution

  • Leading platform for advisers with discretionary permissions

    The best platform for advisers with their own discretionary permissions

  • Leading platform for model portfolio services

    The best platform for advisers running model portfolio services as judged by discretionary managers

  • Leading innovation in workplace solutions

    The best corporate or flexible benefits platform

  • Best institutional platform

    The leading wholesale fund platform service

  • Best strategic platform partner

    For the provider of the essential service that enables the platform to deliver its proposition

  • 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 2017

Sorry – You will have to wait until September 26th!

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