Advisory firms who have achieved excellence in running a platform-enabled business or practice are being invited to submit entries for the prestigious annual Aberdeen UK Platform Awards.
There are awards for leading adviser practice (fewer than ten advisers) and for leading adviser businesses (ten or more advisers).
The awards dinner, which will be held at London’s Marriott Hotel in Grosvenor Square on 8 October, will once again be hosted by Kate Silverton, with Nick Cann, CEO of the Institute of Financial Planning, sharing the platform with Kate in his role as chair of the judges.
The judges will be focusing on how the firms utilise platforms to support a brilliant customer proposition and facilitate efficient administration and service.
They’re back! Enter your firm for the 2013 UK Platform Awards
In addition, they will be keen to see how the firm is meeting the demands of the Retail Distribution Review, in terms of suitability, benchmarking, charging, and due diligence.
Clive Waller, founder of the Platform Awards, said: “The judges will also expect the winners to demonstrate that they are profitable.”
The leading adviser practice award will go to a smaller firm with fewer than ten advisers that may offer a proposition for a single client segment.
Waller said: “As such, the firm may use a single platform strategy - whilst, of course, being aware of suitability factors.”
The leading adviser business award is for a larger business with ten or more advisers, and it is likely that the business will deal with more than one client segment and, as such, may operate more than one platform strategy.
In either case, the winners may be independent or restricted, but the judges will be looking at the choice and range available and the overall strength and value of the customer proposition.
Entrants will firstly complete a submission form to the judges who will select the three best entries in each category. The finalists will then be asked to attend interviews in the City of London on 11 July. Submission forms can be downloaded from www.ukplatformawards.co.uk/adviser_subs_13.html
>> Find out more
For more information, click here
This article continues…
Alzheimer’s is the most common cause of dementia
Total of 72 accredited firms
23% fall since Q1
Achievements, charity work and other happy snippets
Including advice firm Chadkirk WM