UK PLATFORM AWARDS 2021

Schroders UK Platform Awards


21 September 2021 at the London Hilton on Park Lane

A time to celebrate platforms and tech stepping up to manage in a crisis

We are delighted to announce that following the Government’s ‘out of lockdown’ announcement, the Schroders UK Platform Awards will be held once again at the London Hilton on Park Lane on 21 September.

This will be the 15th running of the awards dinner making it not only the biggest and most significant event in the platform calendar, but by far the oldest. The wonderful Kate Silverton will once again host the event for the 12th year.

As ever, we shall be supporting a highly deserving charity, Parkinson’s UK.

This has been a very different period to any in the history of the awards. Lockdown, and the resulting inability of people to leave home, has required platforms, technology providers and advisers to step up to the plate with new practices and processes to ensure business could continue, indeed, to thrive, on a remote basis. They succeeded, and demonstrated that they can not only change when required, but they can deliver such change far faster than anyone believed.

As such, our judges will be keen to examine not only how platforms have changed to facilitate remote business, but also how they have learned to change more quickly to enable faster delivery of new functionality in the future.

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

We look forward to celebrating this success in the traditional, person-to-person, way in September – all being well!

Do join us on 21 September. It really will be great fun!

To enter a submission to our judges

Click here

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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 2021

These are the awards for 2021
Please click on award title to view criteria

  • Platform of the Year 2021

    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.

  • Best platform provider (AUM over £40 bn)

    The award for the best larger platform, with AUM over £40 bn. Voted for by advisers

  • Best platform provider (AUM up to £40 bn)

    The award for the best smaller platform, with AUM over £40 bn. Voted for by advisers

  • The Intelliflo award for best platform service.

    Based on adviser votes on 4 categories on service and administration.

  • Leading adviser business

    The best larger adviser firm with 10 or more advisers.

  • Leading adviser practice

    The best smaller adviser firm with up to 10 advisers.

  • Leading adviser for ESG investment

    A firm with all the best adviser qualities together with a leading ESG proposition.

  • Best use of platform technology

    The most successful recent technology partnership between a platform and a technology provider.

  • 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 platform retirement solution.

  • Leading independent planning tool provider

    The most valuable planning tool that supports the adviser proposition.

  • Leading investment research, ratings and data provider

    The advisers’ choice of fund ratings and research provider.

  • Leading Innovation award

    This award quite simply celebrates innovation, whether a platform, planning tool or application that makes life better for advisers and/or customers.

  • Best wealth management platform award

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

  • Leading platform for discretionary management

    This award is for the best platform used by advisers wishing to run discretionary portfolios, either models or bespoke.

  • Leading innovation in workplace solutions

    The workplace proposition that engages best with both employers and employees.

  • Best institutional platform

    For the best wholesale platform supplying a fund service to wealth managers, financial institutions and/or pension fund trustees.

  • 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 an article or series of articles written by their best platform journalist.

The Winners 2020

  • Platform Of The Year - 2020

    Winner: A J Bell Investcentre

    Runner up: Nucleus

  • 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: Aviva Platform

  • The NextWealth award for best platform service

    Winner: Standard Life Wrap

    Runner up: Old Mutual Wealth

  • Leading Adviser Business

    Winner: Paradigm Norton

    Runner up: Aspect 8

  • Leading Adviser Practice

    Winner: Murphy Wealth

    Highly commended: First Wealth

  • Leading Adviser for ESG Investment

    Winner: EQ Investors

    Runner up: LIFT Financial Group

  • Best Use of Platform Technology

    Winner: Aviva Platform & FE fundinfo

    Highly commended: Standard Life and FNZ

  • Leading Digital Platform

    Winner: Open Money

    Runner up: PensionBee

  • Leading Retirement Proposition

    Winner: A J Bell Investcentre

    Runner up: 7IM

  • Leading Independent Planning Tool Provider

    Winner: Dynamic Planner

    Highly commended: PortfolioMetrix

  • Leading investment research, ratings and data provider

    Winner: FE fundinfo

    In second place: Morningstar

  • The Leading innovation award

    Winner: Be-IQ

    In second place: PensionBee

  • Best wealth management platform

    Winner: 7IM

    In second place: Old Mutual Wealth

  • Leading platform for discretionary management

    Winner: 7IM

    Highly commended: Parmenion

  • Leading platform for model portfolio services

    Winner: Standard Life Wrap

    Runner up: Aviva Platform

  • Leading innovation in workplace solutions

    Winner: Moneyhub

    Highly commended: WorkLife by Open Money

  • Best institutional platform

    Winner: Allfunds

    Runner up: BNY Mellon l Pershing

  • Best strategic platform partner

    Winner: BNY Mellon l Pershing

    In second place Winterflood Business Services

  • Leading platform journalist

    Winner: Jack Gilbert

    Highly commended: Jessica Tasman-Jones, Kristen McGachey and Sebastian Cheek

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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