Professional Adviser Awards 2015

"Happiness is not in the mere possession of money; it lies in the joy of achievement"

The Professional Adviser Awards aim to recognise and celebrate excellence in the financial services industry.

Following the success of last year's event, we are sticking with our regional adviser categories which seek to identify the best practices operating across the country. Winning these awards hasn't got any easier, we're afraid to say: as well as asking applicants to complete an in-depth questionnaire, we have put together a case study we believe will put your firm's advice processes to the ultimate test.

And, following feedback from the industry, we will also be picking an overall winner from among our regional winners. The triumphant firm will be named our inaugural Best Adviser Firm (UK).

But perhaps the biggest change this year involves platforms. In lieu of our single award, we are introducing a total of four categories: Best Adviser Platform; Best Platform for Restricted Advisers; Best Platform for Discretionary Management; and Best D2C Platform. These changes have been made with the incalculable help of Mark Polson, principal of the lang cat. An expert judging panel - led by Mark - will determine the winners in these categories from a shortlist derived from adviser votes.

In investment, and following changes we made last year, our categories will continue to reflect the evolution of advisers' investment operations: Best Managed Fund; Best DFM; Best Multi-Asset Group; and Best New Multi-Asset Fund.

But that's not it. If you agree that time in front of clients is the most valuable, we are recognising those businesses that go out of their way to engage with existing and prospective clients with our Best Client Engagement Award, sponsored by Baillie Gifford.

All of the above will sit alongside our established categories, which include Best Retirement Provider and Best Structured Product Provider.

We invite you to join us in February.

Scott Sinclair
Editor, Professional Adviser

 

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