Standard Life and Seven IM multiple winners at UK Platform Awards


The Schroders UK Platform Awards are now in their 11th year.

Standard Life and Seven Investment Management emerged as multiple winners at last night’s 2017 Schroders UK Platform Awards, in association with Professional Adviser, while Nucleus retained its title of Platform of the Year.

The independent panel of judges, chaired by Personal Finance Society chief executive Keith Richards, judged Standard Life the best platform for adviser service, the leading platform for model portfolio services, the leading platform-enabled retirement proposition and the best platform provider with assets under management (AUM) of more than £15bn.

For its part, Seven Investment Management picked up awards as the leading platform for advisers with discretionary permissions, the best wealth management platform and, in partnership with Technical Connection, the leading integrated planning tool provider. The firm also appeared in the bronze-medal position for the coveted Platform of the Year category – behind Nucleus and runner-up AJ Bell.

Adviser firm categories

In the adviser firm categories, First Wealth regained the title of leading adviser practice (firms with fewer than 10 advisers), which it won in 2015, with Thomas & Thomas in second place. Aspect 8 was meanwhile judged the leading adviser business (firms with more than 10 advisers) ahead of True Potential. This was one of three runner-up spots for True Potential although the group did finish the night on a high, winning the award for best platform provider (AUM up to £15bn).

The full results can be seen below but we are delighted to highlight just one more: Professional Adviser‘s own Tom Ellis being named the leading platform journalist of 2017, with the judges making special mention of his in-depth Re:Platforming series, which ran over the course of the summer.

Now in their 11th year, the Schroders UK Platform Awards were hosted by BBC journalist Kate Silverton and supported the Mines Advisory Group charity.

The Schroders UK Platform Awards 2017 – Full results

The platform of the year – 2017

Winner: Nucleus

Highly commended: A J Bell

Third: Seven Investment Management

Dynamic Planner best platform for adviser service

Winner: Standard Life

Second: Old Mutual Wealth

Best strategic platform partner

Winner: Winterflood Business Services

Second: Pershing

Best institutional platform

Winner: Allfunds

Highly commended: Mobius

Leading innovation in workplace solutions

Winner: Wealth Wizards

Second: Aegon

Leading platform for advisers with discretionary permissions

Winner: Seven Investment Management

Highly commended: Raymond James Investment Services

Leading platform for model portfolio services

Winner: Standard Life

Highly commended: Novia & Transact

Best wealth management platform

Winner: Seven Investment Management

Second: True Potential

Leading innovation award

Winner: Be-IQ

Highly commended: Scalable Capital

Leading independent planning tool provider

Winner: Morningstar

Second: FE

Leading integrated planning tool provider

Winner: Technical Connection & Seven Investment Management

Second: True Potential & Canada Life

Leading platform-enabled retirement proposition

Winner: Standard Life

Highly commended: A J Bell

Leading innovation in investor engagement on platforms

Winner: Scalable Capital

Highly commended: Intelliflo

Best use of platform technology

Winner: SEI & Fusion Wealth

Second: Multrees & Dunstan Thomas

Leading adviser practice

Winner: First Wealth

Highly commended: Thomas & Thomas

Leading adviser business

Winner: Aspect 8

Second: True Potential

Best platform provider (AUM up to £15bn)

Winner: True Potential

Second: Elevate

Best platform provider (AUM over £15bn)

Winner: Standard Life

Second: Transact

Leading platform journalist

Winner: Tom Ellis

Highly commended: Katie Marriner

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