UK PLATFORM AWARDS 2019

Schroders UK Platform Awards


Gala Dinner - 24 September 2019

Twelve years of platform awards

The Schroders UK Platform Awards dinner will be held on 24 September at the London Hilton on Park Lane. This will be the 13th running of the event and will, we promise, be lucky for some as we celebrate the very best in platforms and technology in retail investment and financial planning. The wonderful Kate Silverton will once again host the dinner for the 10th year running. To celebrate this, the 2019 charity will be chosen by Kate, so watch this space.

Platforms are fundamentally expensive bits of technology and technology is ever changing. Platforms are becoming modular; users are demanding more integration; disruptors are looking to change the way we do things.

The awards recognise this change, so therein 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.

The full results are here

If you want to make sure you are there in 2019, put September 24 in your diary!

Submissions

We will be asking for submissions very soon. Watch this space!

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 - 24 September 2019

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 2019

These are the awards for 2019
Please click on award title to view criteria

  • Platform of the Year 2019

    The ultimate platform accolade for 2019.

  • 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 integrated 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 2018

  • Platform Of The Year - 2018

    Winner: Nucleus Financial

    Runner up: Zurich

  • Best Platform Provider (AUM £25 billion or more)

    Winner: Standard Life Wrap

    Runner up: Old Mutual Wealth

  • Best Platform Provider (AUM under £25 billion)

    Winner: True Potential

    Runner up: Parmenion

  • Leading Adviser Business

    Winner: Aspect 8

    Runner up: Lift Financial Ltd

  • Leading Adviser Practice

    Winner: Thomas & Thomas Independent Wealth Management

    Runner up: Tavistock Private Client

  • Best Use of Platform Technology

    Winner: Raymond James Investment Services and Investment Software Ltd

    Highly commended: Embark and FNZ

  • Leading Digital Platform

    Winner: PensionsBee

    Runner up: Nutmeg

  • Leading Retirement Proposition

    Winner: Seven Investment Management

    Highly commended: AJ Bell

  • Leading Independent Planning Tool Provider

    Winner: Defaqto

    Runner up: Intelliflo

  • Leading Funds Data Provider

    Winner: FE

    Runner up: MorningStar

  • Leading Innovation Award

    Winner: Winterflood Business Services

    Highly commended: Wealth Wizard

  • Best Wealth Management

    Winner: Fusion Wealth

    Highly commended: Seven Investment Management

  • Leading Platform for Discretionary Management

    Winner: Seven Investment Management

    Highly commended: Raymond James Investment Services

  • Leadng Platform for Model Portfolio Services

    Winner: Novia

    Highly commended: Standard Life Wrap and Ascentric

  • Leading Innovation in Workplace Solutions

    Winner: LifeSight By Willis Towers Watson

    Highly commended MoneyHub

  • Best Institutional Platform

    Winner: Allfunds

    Runner up: Pershing

  • Strategic Platform Partner

    Winner: Pershing

    Runner up: Winterflood Business Services

  • Dynamic Planner Best Platform for Adviser Service

    Winner: Parmenion

    Runner up: Standard Life

  • 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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