UK PLATFORM AWARDS 2022

Schroders UK Platform Awards


So good to be back to normal...

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:

  • Best platform provider (AUM over £40 bn)
  • Best platform provider (AUM up to £40 bn)
  • The intelliflo award for best platform service
  • Leading investment research, ratings, and data provider

Here is the link to the PFS platform

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

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Contact

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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 2022

These are the awards for 2022
Please click on award title to view criteria

  • Platform of the Year 2022

    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.

  • 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 up to £40 bn.

    Voted for by advisers

  • The intelliflo award for best platform service

    This award will go to the platform delivering the best administration, functionality, ability to integrate with tools and usability

    Awarded on adviser marks on the four criteria above

  • Leading platform for model portfolio services

    This award is for the platform that best supports advisers (and their clients) using model portfolio services (MPS) from discretionary fund managers.

    Awarded to the platform given the highest marks in a survey of leading discretionary managers

  • Leading adviser business (over 10 advisers)

    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.

  • Leading adviser practice (up to 10 advisers)

    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.

  • Leading adviser for sustainable investment

    A firm with all the best adviser qualities as itemised above together with a leading sustainable/ESG proposition matching their chosen target market.

  • Best use of platform technology

    This award is for a highly successful project that is a partnership between a technology provider and a platform. Each winning partner will receive a trophy.

    Judging process: The award will be judged by submissions to the judging panel.

  • Leading digital platform

    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.

  • Leading retirement proposition

    This award is for the platform with the best all round retirement/drawdown solution - an on-platform retirement proposition.

    Judging process: The award will be judged by submissions to the judging panel.

  • Leading planning tool provider

    This award will be made to the financial planning tool provider that advisers find the most valuable in supporting their proposition in ensuring that they identify the best client outcome

    Judging process: The award will be judged by submissions to the judging panel.

  • Leading investment research, ratings and data provider

    The advisers’ choice of fund ratings and research provider

    Voted for by advisers

  • 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.

    Judging process: The award will be judged by submissions to the judging panel.

  • Best wealth management platform award

    This award is for vertically integrated platforms providing integrated asset management and/or financial advice/planning capability.

    Judging process: The award will be judged by submissions to the judging panel.

  • Leading platform for discretionary management

    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.

    Judging process: The award will be judged by submissions to the judging panel.

  • Leading innovation in workplace solutions

    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.

  • 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

    Judging process: The award will be judged by submissions to the judging panel.

  • Best strategic platform partner

    For the provider of essential or enriching solutions and services to platforms that enables broader coverage.

    Judging process: The award will be judged by submissions to the judging panel.

  • Leading platform journalist

    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 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, 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.

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