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Judging

Nick Cann, CEO of the Intitute of Financial Planning, is in charge of the judging, suppported by Lawrence Gosling of Incisive Media to ensure that the process is both impartial and professional.

The process of selecting the winners will vary by award to ensure the best possible results.

Advisers will vote online for the Best fund platform and Best open architecture wrap platform.

Best platform for adviser service will be awarded on adviser votes also, but based on a number of specific critera established by Rayner Spencer Mills.

Advisers wishing to vote, please click here.

The platform managers will vote for the Best platform administration provider.

The remaining awards will be based on submissions, with the exception of the two adviser awards.

Entrants for the adviser awards will make submissions as before and the judges will select the three best in each category; these advisers will then be invited to an interview so that the judges can make their final decision.

A team of judges has been selected for each of these awards based on expertise and independence. Click on their names to read their biographies.

Platform of the Year

Submissions to the judging panel.

Judges

Alan Easter
Holly Mackay
Geoff Mills
David Moffat
Roderic Rennison
Rob Sanders

Best open architecture wrap platform

Adviser vote.

Best fund platform

Adviser vote.

Best platform for adviser service

Adviser vote (based on criteria from Rayner Spencer Mills).

Leading platform-based adviser practice (up to 10 advisers)

Best three submissions will be interviewed by judges:

Michelle Cracknell
Alan Easter
Patrick Harrison
Roderic Rennison
Ian Shipway

Leading platform-based adviser business (over 10 advisers)

Best three submissions will be interviewed by judges:

Michelle Cracknell
Alan Easter
Patrick Harrison
Roderic Rennison
Ian Shipway

Best platform administration provider

Platform managers to vote.

Best platform software provider

Submissions to the judging panel:

Mark Loosmore
David Moffat
Ian Shipway

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Leading platform-enabled retirement proposition

Submissions to the judging panel:

Nigel Aston
Michelle Cracknell
Ian Forder
Edward Glyn

Leading platform-based planning tool provider

Submissions to the judging panel:

Patrick Harrison
Mark Loosmore
David Moffat
Ian Shipway

Leading independent planning tool provider

Submissions to the judging panel:

Patrick Harrison
Mark Loosmore
David Moffat
Ian Shipway

Leading Innovation award

Submissions to the judging panel:

Patrick Harrison
Mark Loosmore
David Moffat
Ian Shipway

Best new platform

Submissions to the judging panel:

Alan Easter
Holly Mackay
Geoff Mills
David Moffat
Roderic Rennison

Best investment management platform proposition

Submissions to the judging panel:

Alan Easter
Holly Mackay
Geoff Mills
David Moffat
Roderic Rennison

Leading innovation in workplace solution

Submissions to the judging panel:

Nigel Aston
Michelle Cracknell
Ian Forder
Lawrence Gosling

Best institutional platform

Submissions to the judging panel:

Nigel Aston
Michelle Cracknell
Edward Glyn
David Moffat

Best direct-to-customer platform

Submissions to the judging panel:

Alan Easter
Holly Mackay
Geoff Mills
David Moffat
Roderic Rennison

 

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©CWC Research 2011