UK PLATFORM AWARDS 2024

Schroders UK Platform Awards


This year, the Schroders UK Platform Awards dinner will be held on 24 September at the London Hilton on Park Lane. This will be the 18th platform awards ceremony. Once again, we will celebrate the very best of platforms and technology in retail investment and financial planning. The wonderful Kate Silverton will host the event for the 15th year running.

The platform sector continues to evolve. One expert has forecast that platforms will cease to exist in 5 years’ time! What nonsense. There will always be some form of technology between the product – share, fund, ETF or whatever, and the customer. One day that might have blockchain at its core, with AI around the edges. Platforms will continue to evolve.

We are now seeing platforms with new cloud-based tech battling for market share with established platform with older, maybe more proven, tech. We are seeing platforms buying distribution, as are asset managers, whilst some advisers are becoming platform managers whilst others are manufacturing products; or both!

This is all happening with Consumer Duty in the background, or perhaps foreground. How does a platform demonstrate value without a price war driving service to the floor?

The role of the Schroders UK Platform Awards is to keep up with these trends and identify which platforms, etch providers and advisers provide the best products and services and value to their clients.

This year, the adviser awards will have a greater focus on their tech stack. We believe that it is near impossible to give clients top class advice on financial planning without great tech - hence our decision.

To enter an award, please click here

Adviser Voting

As you will see from the awards categories criteria, four of our awards are decided by the votes of financial advisers. The categories are:

  • Best platform provider (AUM over £50 bn)
  • Best platform provider (AUM up to £50 bn)
  • The best platform service award
  • Leading investment research, ratings, and data provider

Advisers wishing to vote, please click here

Voting will close on 26 July.

If you wish to attend or are considering sponsorship, please email here

Media Partners


Contact

[email protected]

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 2024

These are the awards for 2024
Please click on award title to view criteria

  • Platform of the Year 2024

    This award will go to the intermediary platform that the judges deem to have made the greatest advance or been the most innovative in 2023/4 but, importantly, that also demonstrates consistency over a period, as platforms are for the longer term.

  • Leading adviser practise (less than 10 advisers)

    The judges will be looking for evidence that a first-rate customer offering, demonstrating great value for money, is supported by the platform(s) and other tech products.

  • Leading adviser business (10 advisers or more)

    The judges will be looking for evidence that a first-rate customer offering, demonstrating great value for money, is supported by the platform(s) and other tech products.

  • Best Use of Platform Technology

    This award is for a project that is a partnership between a technology provider and a platform.

  • Leading digital platform

    The award reflects the growing importance of financial technology and automation for client engagement and user experience in investment and financial planning in both the direct to consumer, intermediated and hybrid sectors.

  • Leading Planning Tool Provider

    For the best smaller adviser firm with up to 10 advisers, with a first-rate customer offering, demonstrating great value for money, supported by the platform(s) and systems for processes such as research, cashflow, model portfolios, benchmarking, reviewing and reporting.

  • Leading innovation award

    This award quite simply celebrates innovation, whether a platform (conventional retail, robo or hybrid), planning tool or application that makes life better for platforms, advisers or investors, that breaks new ground in novel ways at a lower cost for the client or the adviser.

  • Best wealth management platform

    This award is for vertically integrated platforms providing integrated asset management and/or financial advice/planning capability. The judges will be looking for a proposition that offers a straightforward solution that meets the requirements of target customers and offers great value for money.

  • Leading platform for discretionary investment

    This award is for the best platform used by advisers wishing to run discretionary portfolios, either models or bespoke, under their own permissions or the platform’s. The judges will be looking for a high level of efficiency in execution and dealing.

  • Leading innovation in workplace solutions

    The judges will be looking for the most innovative and effective workplace platform, platform component, or use of innovative technology; the proposition that meets the needs of members (most crucially), employer and adviser (where appropriate) and that offers a broad range of benefits and demonstrates success in gaining employees’ awareness and participation.

  • Best institutional platform

    The winner will be a regulated institutional platform that provides access to liquid and illiquid funds (primarily*), and ETFs and securities, over a wide jurisdiction, enabling specifically retail platforms and also wealth managers and third-party providers to access and trade funds.

  • Best strategic platform partner

    For the provider of essential or enriching solutions and services to platforms* that enables broader coverage, functionality, efficiency, or innovation.

The Winners 2023

  • Platform Of The Year - 2023

    Winner: Transact

    Runner up: Fidelity Adviser Solutions

  • Leading adviser business

    Winner: EQ Investors

    Runner up: Clifton Wealth Partnership

  • Leading adviser practice (up to 10 advisers)

    Winner: Thomas & Thomas Ethical Investments

    Runner up: Britannic Financial Management

  • Leading adviser for sustainable investment

    Winner: EQ Investors

    Runner up: Clifton Wealth Partnership

  • Best use of platform technology

    Winner: 7 Investment Management & FINIO

    Runner up: 7 Investment Management and Dunstan Thomas

  • Leading digital platform

    Winner: Moneyhub Standard Life’s Money Mindset

    Runner up: True Potential

  • Leading Retirement proposition

    Winner: 7 Investment Management

    Runner up: Parmenion

  • Leading planning tool provider

    Winner: Dynamic Planner

    Runner up: Defaqto

  • Leading innovation award

    Winner: Fidelity Conquest

    Runner up: Moneyhub

  • Best wealth management platform award

    Winner: Benchmark Capital

    Runner up: Quilter

  • Leading platform for discretionary management

    Winner: Transact

    Runner up: 7 Investment Management

  • Leading innovation in workplace solutions

    Winner: Moneyhub Standard Life’s Money Mindset

    Runner up:EV

  • Best Institutional platform

    Winner: Clearstream Fund Centre

    Runner up: Multrees

  • Best strategic partner

    Winner: BNY Mellon||Pershing

    Runner up: Winterflood Business Service

  • Best Platform provider (AUM over £40bn)

    Winner: Quilter

    Runner up: Transact

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

    Winner: True Potential

    Runner up: Fundment

  • Leading investment research, rating and data provider

    Winner: FE fundinfo

    Runner up: Dynamic Planner

  • Leading platform for model portfolio services

    Winner: Aviva

    Runner up: abrdn

  • The intelliflo award for best platform service

    Winner: True Potential

    Runner up: Fundment

  • Leading Platform Journalist

    Winner: Ruby Hinchcliffe

    Runner up: Alicja Hagopian

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, chair of the Financial Vulnerability Taskforce. The process of selecting the winners varies by award (see awards criteria) to ensure the best outcomes. A team of judges has been selected for each of these awards based on expertise and independence.

Sponsors