UK PLATFORM AWARDS 2020

About
2019 Winners
Charity

Awards dinner postponed

Sadly, we have had to postpone the Schroders UK Platform Awards dinner until it is absolutely safe for all our guests to attend.

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This will surprise no one. The plans are as follows:

Submissions will be extended by one month as the crisis has delayed many entrants who have pleaded for more time. The judging will be delayed by two months, from September to November, giving the judges a better chance to look at the entries carefully.

It is intended to proceed with the dinner as soon as possible. However, the decision will be based on:

  • The Government’s rules and advice on such events
  • The hotel’s ability to hold an event that is in line with expectations and wishes
  • The willingness of the vast majority of guests to attend the dinner

Clive Waller, chair of UK Platform Awards said, “It would be wonderful if these conditions can be met by December or January. We just do not know. If the worst happens and the virus stays with us much beyond the winter we will hold a virtual event in respect of 2020 and the 2021 event will go ahead as normal."

Schroders UK Platform Awards


Gala Dinner - 22 September 2020

Another year of celebrating excellence in platforms and technology

The Schroders UK Platform Awards dinner will be held on 22 September at the London Hilton on Park Lane. This will be the 14th running of the event making at not only the largest event in the platform calendar, but by far the oldest. The wonderful Kate Silverton will once again host the dinner for the 11th year.

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

For the past few years, the industry has been experiencing the challenges of systems upgrades, or re-platforming, as the exercise is more commonly described. Hopefully, we can now put that behind us and move forward and deliver more efficiency, accuracy and speed to our clients and their advisers.

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.

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 22 September 2020.

To enter a submissions to our judges, Click here

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

  • The Intelliflo award for best platform service
    Advisers’ scores on four crucial service categories

Click here to vote for your favourite platform and planning tool.

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.

Programme

Programme

Schroders UK Platform Awards
Gala Dinner - 22 September 2020

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 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.

  • The Intelliflo award for best platform 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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