This year, the Schroders UK Platform Awards dinner will be held on 20 September at the London Hilton on Park Lane. This will be the 16th awards ceremony, but 15th dinner – Covid forcing us to deliver online in 2020. 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 13th year running. The platform world continues to develop as new tech becomes available. There are more and more microservices to add to the mix and improve the overall proposition – whether advised, direct or hybrid. ESG is not going to go away as regulators and legislators seek to win the battle again climate change. As such, it will play an increasing part in many of the awards. The consolidators continue to hoover up IFA firms and are increasingly looking at own or white label platform solutions.
Most are already offering some form of investment package. Whilst vertical integration is an unpopular expression with some, many manufacturers, platforms and advisers are seeking to expand across the value chain. Everyone is looking to eat someone else’s lunch! As ever, Schroders UK Platform Awards will keep up with these trends and ensure the awards and criteria are representative of today’s platform scene.
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:
Here is the link to the PFS platform
If you wish to attend or are considering sponsorship, please email here
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.
These are the awards for 2022
Please click on award title to view criteria
This award will go to the intermediary platform that the judges deem to have made the greatest advance or been the most innovative in 2022 but that also demonstrates consistency over a period, as platforms are for the longer term.
Judging process: Submission followed by interview of the six finalists by our judges in the City of London.
For the larger adviser business 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
Judging process: The judging process will be in two stages. Stage one is in the form of a submission to the judges. The three entrants receiving highest scores will go through to an interview with the judges.
For the adviser practice business 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
Judging process: The judging process will be in two stages. Stage one is in the form of a submission to the judges. The three entrants receiving highest scores will go through to an interview with the judges.
The award will go to the platform, or the core component behind a platform, that is a leader in the employment of technology that improves the quality of guidance or advice and that shortens and eases the customer journey, one that customers find easiest to use.
Judging process: The award will be judged by submissions to the judging panel.
The award 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
Judging process: The award will be judged by submissions to the judging panel.
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
Judging process: The award will be judged by submissions to the judging panel.
The award for the journalist that covers the platform sector with a true understanding of what is going on and why and who pens original articles.
Judging process: The award will be judged by submissions to the judging panel by the editors of trade publications who recommend their journalists for this award
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.