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UK Platform Awards
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Award Winners Leading Innovation in Worksite Platforms Sponsored by Bravura Solutions (UK) Limited This is a new award celebrating success in this extremely important market that will encompass flexible benefits, corporate wrap platforms and ultimately, perhaps, personal accounts. Highly commended: Watson Wyatt and Jardine Lloyd Thompson Judges Comments Thomsons Online Benefits looks at the worksite platform from the viewpoint of the member and doesn’t merely offer a top down approach. They have a web-based proposition designed with excellent MI and take up. The Winner : Thomson Online Benefits
Best Investment Management Platform Sponsored by Novitas Partners Highly commended : SEI Judges Comments Tapping into a powerful investment machine, SEI have a compelling proposition which has already won major deals. As Timeform might say, “One to watch out for - they look like a future winner!” Seven Investment Management continues to offer good service with a proven product that is attractive to IFAs. They have great affinity and empathy with their market, both the adviser and the customer. Quite simply, it does what it says on the can. The Winner : Seven Investment Management
Sponsored by GBST Wealth Managment Highly commended : Elevate and SEI Judges Comments Elevate is an extremely comprehensive proposition with rich functionality that will service the IFA well. It is a little early to see how SEI’s new platform will perform in practice, but it comes from a pedigree stable and promises much. In their own words, Novia’s proposition is fresh and crisp. The development agenda has a dynamic approach. The website is good for IFAs, intuitive and easy to use with attention to detail. There is a good range of choice of assets and wrappers; it is a comprehensive platform proposition. The Winner : Novia
Leading Platform Users’ Planning Tool Provider Sponsored by Vanguard Investments Highly commended: Skandia Judges Comments Skandia consistently serve the IFA market well. Easy to use and well regarded by many practitioners. Morningstar Adviser Work Station offers a most comprehensive package with rich functionality. The product features excellent IFA support and training and has a reputation for quality. The Winner : Morningstar
Leading Asset Manager in the Platform World Sponsored by IFDS Platform managers voted for the winner of this award, an asset manager that understands that platforms have different demands in the areas of marketing, product development and administration, as well as performance. The Winner : M&G
Leading Platform-Enabled SIPP Proposition Financial advisers voted to establish the three contestants from whom the judges would chose the winner. The judges struggled to separate the highest rated entries. Highly commended: A J Bell Judges Comments A J Bell’s proposition offers great depth of functionality and an excellent range of propositions supported by quality of administration and access to a range of platforms. It is a top quality Sipp product. Standard Life, in the opinion of the judges, offered an excellent platform enabled SIPP proposition that allows a view across all wrappers with a high quality of administration and good planning tools. The clear coherent pricing policy that is easily understood. The Winner : Standard Life
Best Platform Software Provider Sponsored by Money Wise Independent Financial Advisers Platform performance is dependent on the software that powers them. Platform providers select them and live or die by their choice. We asked them to vote for the winner of this award. The Winner : FNZ
Best Platform Service Provider Sponsored by Worldwide Financial Planning In difficult market conditions, bad service creates an unacceptable increase in costs. Once again, we asked platform managers to vote for the provider who delivers the consistently best service. The Winner : IFDS
Sponsored by FNZ In second place and highly commended: Bluefin Group Judges Comments The bigger adviser business has to understand the needs of different customers which may lead to segmentation and a multiple platform solution. Paradigm Norton demonstrates that they have comprehensively embraced platforms. They are a top quality financial planner with a mature business proposition that is enhanced by the use of platforms. They have been active in developing their platform with platform managers for the benefit of the business and its clients. In their own words they are fanatical about client care and client service. The Winner : Paradigm Norton
Leading Platform-Based Adviser Practice Sponsored by BNP Paribas Securities Services The finalists were all excellent examples of platform-based adviser businesses whose clients enjoy an excellent service undreamed of in the days before platforms. Highly commended: Capital Asset Management Judges Comments Investment Quorum demonstrated a commonsense approach to customer segmentation, which in the opinion of the judges demonstrates that they operate an effective platform model combining an excellent customer proposition with good administration and profitability. The Winner : Investment Quorum
Best Open Architecture Wrap Platform Sponsored by The Platforum As users, the right people to judge the best open architecture wrap platform are advisers and hundreds did. Runner Up: Standard Life Once again, advisers demonstrated that this platform continues to delight its users. The Winner : Transact
Best Fund Platform Again, advisers voted in their hundreds. The two leaders were neck and neck in the voting for weeks with nothing to split them. It is harsh that one has to lose out. Runner Up: Cofunds The Winner : Skandia Investment Solutions
Platform of the Year This award is for the platform that the judges deem to have made the greatest advances or been the most innovative during the year, the platform that is, quite simply, Platform of the Year 2009. Highly commended: Ascentric and Cofunds Judges Comments Ascentric continues to innovate. They have demonstrated significant success by offering different propositions to very different customers. Cofunds have entered into a huge development programme. Most of this has yet to be delivered, so watch this space next year. The judges were very aware that this year, we are in a different financial environment. For many, the most important issue is security. Standard Life Wrap comes from a big, respected organisation with a highly recognised brand. This year, they have listened to the market and acted on what they have heard: They offer a broad choice of asset classes and funds. In addition, they offer very attractive rates of cash. They have re-priced; Moreover, they offer ‘in specie’ transfers from platform to platform and they offer great training to new users. The Winner : Standard Life
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