UK PLATFORM AWARDS 2021

Schroders UK Platform Awards


So good to be back to normal...

Some thought we were taking a gamble, scheduling the Schroders UK Platform Awards 2021 as a live event in September. Well, Boris assured us we would be OK and, for once, he lived up to his word. Not only that, the turnout was close to the record at 535 platform people celebrating success and achievement in design and use of technology. The evening was amazing. It was just wonderful to see so many people enjoying themselves doing the things they love, meting and talking to friends and colleagues, drinking and eating and simply have a great time after so long in front of a screen for yet another Zoom meeting.

As for the awards, Fidelity FundsNetwork picked up the big one - Platform of the Year 2021. The other big winners were Moneyhub, who picked up the Leading Innovation in workplace solutions and the Leading digital platform awards; abrdn led the field for the Leading platform for model portfolio services and shared the Best Platform Provider with AUM >£40n with Transact and new guys in town, seccl, won Best Use of technology award with partners, P1 Technology and also the Leading innovation award.

Congratulations to all the winners. There’s no chance to relax, though. Time to plan for next year’s awards to be held at:
London Hilton on Park Lane, on September 20th 2022.

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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.

  • Leading platform for model portfolio services

    The best platform for advisers running model portfolio services as judged by discretionary managers. This award is for the platform that best supports advisers using model portfolio services (MPS) from discretionary fund managers.

The Winners 2021

  • Platform Of The Year - 2021

    Winner: Fidelity FundsNetwork

    Runner up: Aviva Platform

  • Leading adviser business

    Winner: EQ Investors

    Runner up: Aspect8

  • Leading adviser practice

    Winner: Investment Quorum

    Runner up: First Wealth

  • Leading adviser for ESG investment

    Winner: EQ Investors

    Runner up: Path Financial

  • Best use of platform technology

    Winner: P1 Investment Management and Seccl Technology

    Runner up: Smart Pension and Smart

  • Leading digital platform

    Winner: Moneyhub

    Runner up: Open Money

  • Leading Retirement proposition

    Winner: A J Bell Investcentre

    Runner up: abrdn

  • Leading independent planning tool provider

    Winner: Dynamic Planner

    Runner up: Portfolio Metrix

  • Leading innovation award

    Winner: Seccl

    Runner up: Model Office

  • Leading platform for discretionary management

    Winner: Praemium

    Runner up: 7IM

  • Best wealth management platform

    Winner: Benchmark Capital

    Runner up: 7IM

  • Leading investment research, ratings and data provider

    Winner: FE fundinfo

    Runner up & highly commended: RSMR

  • Leading innovation in workplace solutions

    Winner: Moneyhub

    Runner up: Worklife by OpenMoney

  • Best institutional platform

    Winner: Allfunds

    Runner up: SEI

  • Best strategic platform partner

    Winner: BNY Mellon Pershing

    Runner up: Winterflood Business Services

  • Leading platform for model portfolio services

    Winner: abrdn

    Runner up: Aviva Platform

  • Intelliflo award for best adviser service

    Winner: True Potential

    Runner up: Praemium

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

    Winner: True Potential

    Runner up: Praemium

  • Best platform provider (AUM £40 Billion or more)

    Winner: abrdn and Transact

  • Leading Platform Journalist

    Winner: Jack Gilbert

    Runner up & Highly commended: Katey Pigden

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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