Professional Adviser Awards 2012 Categories

Investment Categories

• Best New Fund Launch (from 1st November 2010 to 31st October 2011 - according to FE Trustnet database)
• Best Outsourced Investment Solution for Advisers (Shortlist compiled in conjunction with industry consultants)

The following categories shortlists will be created using FE Trustnet/FE data on a performance and group weighted basis. The shortlists will then be voted on by Professional Adviser readers.

• Best UK Growth Group
• Best Income Group
• Best Global Equities Group

FE Trustnet will compile data on the 3 year performance data of funds in the relevant IMA categories from 1st November 2008 to 31st October 2011 and weight it according to the number of funds in relevant categories and the overall assets under management.

The short list for these 3 categories will be created by FE Trustnet using a unique methodology it has devised for the Professional Adviser awards which looks at performance and volatility over the last three years to 31st October, and is then weighted according to the assets under management within the fund.

Best Structured Product Provider

(The shortlist is compiled in conjunction with Protected Product Review (PPR) magazine. The shortlist is then voted on by IFAs.)

Hot 100 Categories (compiled using the Hot 100 statistics/tables calculated by Trustnet)

• Best Fund Manager over One Year (1st January 2011 to 31st December 2011)
• Best Fund Manager over Three Years (1st January 2009 to 31st December 2011)
• Best Fund Management Group (The shortlist for this category will be created using FE Trustnet/FE data on fund performance and size, and then an overall group rating will be calculated.)

Adviser Servicing Awards

(The shortlists are created in conjunction with leading industry consultants - no submission required)

• Best Wrap/Platform
• Best Technology/Software Provider for Advisory Firms
• Best Network/Support Services for Advisory Firms
• Best Data & Quotation Provider for Advisory Firms

Adviser Awards

(All entries with 500 word maximum case study submission, which is then judged by an independent panel. See PA for case study or email robkingsbury@kgrms.co.uk)

• Best Large Adviser firm (Over 25 registered individuals)
• Best Small Adviser firm (25 or under registered individuals)
• Investment Adviser of the Year
• Paraplanner of the Year (Nominations for the Paraplanner of the Year award should be made in writing explaining why the individual should be considered for this award to robkingsbury@kgrms.co.uk)

Retirement Awards

Shortlist created by leading research company - no submission required.

• Best Sipp Provider
• Best Personal Pensions Provider
• Best Annuities Provider

Special categories

• Baillie Gifford Financial Education Award (Entry by submission, which is then judged by an independent panel. This highly sought after award recognises the educational initiatives undertaken by IFAs, whether in educating the market, specialist education for clients, work with schools and colleges etc. Send your submissions detailing the work you do in no more than 200 words by email to robkingsbury@kgrms.co.uk or by post to:

Scott Sinclair,
Editor PA,
32/34 Broadwick Street,
London,
W1A 2HG.

Download the entry form here)


• Adviser Personality of the Year (Nominations are not sought for this award. Voted for by Professional Adviser readers)

Announcing a NEW Award for 2012

• Charity Champions (If your IFA firm has been involved in charity work in 2011 then send us details, summarised in no more than 500 words to robkingsbury@kgrms.co.uk. The award will be judged by an independent panel)