The Professional Adviser Awards
Time and date:
13 February 2014
Location: The Brewery, London
Organiser: Incisive Media
Website: Click here
There's something we'd like to tell you…
The Professional Adviser Awards are changing and, with a little under five months until the big night, we're ready to tell you about the tweaks we've made.
The main change was a no-brainer: we are putting a greater emphasis on those who matter the most to us by more than doubling the number of adviser awards.
We are introducing a number of regional adviser categories (nine in all) to celebrate the best practices operating across the country, and it's our most challenging entry criteria yet. As well as asking applicants to complete a short questionnaire, we have put together a case study we believe will put your firm's advice processes to the ultimate test. An independent judging panel will determine the stand-out submissions.
There are other changes too: To reflect the evolution of advisers' investment operations, we are adding awards for Best DFM, Best Multi-Asset Group and Best Managed 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 via our inaugural Baillie Gifford Best Client Engagement Award (though the eagle-eyed may spot that this is a re-imagining of the existing Financial Education Award).
Elsewhere, our Paraplanner of the Year Award, won last year by The Paraplanners' Kim Bendall, has become one of the biggest gongs of all. We are inviting advisers or principals to nominate a paraplanner by completing our short entry form.
All of the above will sit alongside our established categories, which include Best New Fund Launch, Best Wrap Platform and Best Retirement Provider.
