UK PLATFORM AWARDS 2018

Schroders UK Platform Awards


Gala Dinner - 25 September 2018

Twelve years of platform awards

The 2018 Schroders UK Platform Awards dinner will be held at the London Hilton on Park Lane on 25 September and hosted, once again, by Kate Silverton.

As ever, we will celebrate excellence and achievement in the fast-changing world of investment platforms and technology.

Development of technology is crucial to the future of retail investment and financial planning. Technology is fast changing. The awards must reflect this. As such, we are seeking to reward new developments in digital platforms and propositions. Our judges will also reward both platforms and adviser firms that have upgraded their technology successfully to improve the proposition and customer experience and to lower cost.

Our awards provide opportunities for established platforms and advisers as well as innovators in the world of investment and financial planning, whether advised, direct to consumer or hybrid.

We are delighted to ask you to take part.

The full list of winners is here

To enter a submission for the awards

Click here

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 - 25 September 2018

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 2018

These are the awards for 2018
Please click on award title to view criteria

  • Platform of the Year 2018

    The ultimate platform accolade for 2018

  • 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.

  • Dynamic Planner 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 integrated planning tool provider

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

  • Leading independent planning tool provider

    The advisers’ choice of standalone planning tools

  • Leading funds data provider

    The advisers’ choice of fund data providers

  • Leading innovation award

    The most innovative new product, application or service in 2018 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 are asked to submit an article or series of articles on behalf of their journalists on the subject of platforms

the winners 2017

  • Leading platform journalist

    Winner: Tom Ellis

  • Dynamic Planner best platform for adviser service

    Winner: Standard Life

  • Best strategic platform partner

    Winner: Winterflood Business Services

  • Best institutional platform

    Winner: Allfunds

  • Leading innovation in workplace solutions

    Winner: Wealth Wizards

  • Leading platform for advisers with discretionary permissions

    Winner: Seven Investment Management

  • Leading platform for model portfolio services

    Winner: Standard Life

  • Best wealth management platform

    Winner: Seven Investment Management

  • Leading innovation award

    Winner: Be-IQ

  • Leading independent planning tool provider

    Winner: Morningstar

  • Leading integrated planning tool provider

    Winner: Technical Connection & Seven Investment Management

  • Leading platform-enabled retirement proposition

    Winner: Standard Life

  • Leading innovation in investor engagement on platforms

    Winner: Scalable Capital

  • Best use of platform technology

    Winner: SEI & Fusion Wealth

  • Leading adviser practice

    Winner: First Wealth

  • Leading adviser business

    Winner: Aspect 8

  • Best platform provider (AUM up to £15 billion)

    Winner: True Potential

  • Best platform provider (AUM over £15 billion)

    Winner: Standard Life

  • The platform of the year – 2017

    Winner: Nucleus

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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