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Award Criteria
The platform of the year – 2011
This award will go to the platform that the judges deem to have made the greatest advance or been the most innovative in 2011. It may be an established platform that has made great advances or a new platform that has broken new ground.
The judges will be looking for evidence that such advances or innovations have resulted in measurable success in terms of share either in the market overall or in a quantifiable niche area.
Basis of judging
Submissions to the judging panel.
Best open architecture wrap platform
As for the fund platform but offering non-rebate remuneration so that non-commission paying products can be included e.g. cash, equities, investment trusts, ETFs – those we tend to call open architecture wrap platforms.
The winner will be the platform that wins the largest number of votes from IFAs.
Best fund platform
This is for platforms that offer a range of funds, wrappers, aggregation, online access for trading and viewing – those we used to call fund supermarkets. Advisers will vote for the platform that offers scope, functionality, excellent administration and support.
The winner will be the platform that wins the largest number of votes from IFAs.
Best platform for adviser service
This award will go to the platform that gives the adviser firm the best support in the crucial areas of service and administration including initial implementation and training of advisers, registration of assets on and off the platform and all aspects of ongoing service.
The winner will be the platform that wins the highest marks on a number of categories from IFAs.
The voting will be conducted by Rayner Spencer Mills.
Leading platform-based adviser practice (up to 10 advisers)
This is for the smaller adviser practice, typically owner managed, that has migrated the business to a platform model and seen benefits in terms of client proposition, service, profitability and business value.
Basis of judging
Submissions to the judging panel. The judges will invite the three advisers making the best submissions to be interviewed about their practice.
Leading platform-based adviser business (over 10 advisers)
This is for the larger adviser firm that is likely to segment their client proposition and business models between higher worth clients and others. The judges will be looking for the same achievements as the smaller practice but within a larger diversified business.
Basis of judging
Submissions to the judging panel. The judges will invite the three advisers making the best submissions to be interviewed about their business.
Best platform administration provider
This is for the best provider of those administration services that enable platforms to offer a robust, reliable service to their intermediary and end customer platform users.
Basis of judging
Platform managers vote.
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Best platform software provider
This award will go to the provider of the technology that powers the platforms, whether the main engine of the platform or software that gives it competitive advantage.
Basis of judging
Submissions to the judging panel based on a set of criteria developed by AT8.
Leading platform-enabled retirement proposition
This is for the leading fully platform-integrated retirement solution as judged by our experts - an on-platform retirement proposition that enables the customer to look across all investments together, to enable genuinely holistic investment methodology across tax-wrappers, as well as offering a competitive personal pension proposition.
Basis of judging
Submissions to the judging panel.
Leading platform-based planning tool provider
The best factory-fitted end-to-end toolset on platform that supports the full advice/financial planning process from risk profiling to asset allocation and fund selection.
Basis of judging
Submissions to the judging panel.
Leading independent planning tool provider
The best independent toolset available to advisers that they most value to support their proposition. It may be an end-to-end solution or a tool for one or more link in the advice chain.
Basis of judging
Submissions to the judging panel.
Leading Innovation award
This is a brand new award for the most innovative new product available to platform users. It could be a full platform proposition or brilliant and unique app that fulfills an important need for the platform-based adviser business.
Basis of judging
Submissions to the judging panel.
Best new platform
The new platform provider that offers advisers something different when making a choice; one that has broken new ground to benefit the adviser and/or the customer or is simply ‘best of breed’.
To qualify, the platform must have been fully launched to whole market within 24 months of the event (29 September 2011).
Basis of judging
Submissions to the judging panel.
Best investment management platform proposition
The platform-based investment management solution that enables advisers to outsource the provision of investment advice, whilst benefiting from platform functionality and reporting.
The judges will be looking at the quality of the investment proposition, the scope and range of the underlying investment platform, costs and adviser support.
Basis of judging
Submissions to the judging panel.
Leading innovation in workplace solutions
The judges will be looking for the most innovative and effective worksite platform. The proposition that meets the needs of both members and administrators, that offers a broad range of benefits and demonstrates success in gaining employees awareness and participation.
The winner could be a flexible benefits platform or a corporate wrap
Basis of judging
Submissions to the judging panel.
Best institutional platform
The best wholesale platform supplying a fund service to pension fund trustees and/or investment professionals.
Basis of judging
Submissions to the judging panel.
Best direct-to-customer platform
The winner will be the platform that offers a competitively priced yet comprehensive proposition to the customer, employing innovative use of technology.
The judges will be looking for a platform that demonstrates ease of use for the lay investor, that offers help, assistance and information both online and by phone as well as ease of execution. They will also be looking for easy to use yet robust planning tools. The winner will combine the best customer proposition with usability.
Basis of judging
Submissions to the judging panel.
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