Welcome to the Gold Standard Awards 2021

Incisive Media’s financial services brands, including Investment Week, Professional Adviser, Retirement Planner and Cover, are delighted to re-launch the Gold Standard Awards in 2021 to recognise company excellence in the financial advice and discretionary fund management sectors and help build and restore consumer trust in the industry.

Achieving the Gold Standard means the recipient firm has all the characteristics of a successful, high-quality, sustainable and responsible business in the 2020s.

This will allow companies to demonstrate to clients, employees and other stakeholders that they excel in the capabilities that matter most to them, while supporting higher standards across the sector.

Now in their 19th year, the Gold Standard Awards 2021 includes categories for IFAs, financial advice, protection advice, retirement advice and discretionary fund management firms operating in the UK.

The Gold Standards are awards with a difference as there can be a number of winners in each category: entrants either earn the Gold Standard accolade or they don’t make the grade.

The awards provide an opportunity for firms to assess their current business model to meet the challenges facing them today and prepare for tomorrow given our social and environmental responsibility.

These awards not only take account of a company's capability to conduct business, but assess standards of service, financial strength, fair value and trust, as well as governance and social responsibility which reflect the current financial landscape.

In particular, judges will be looking at how a business goes above and beyond the industry standards in the last 12 months.

Gold Standard financial services businesses demonstrate excellence in:

  • A track record of success and financial robustness
  • Consistent quality of service to clients
  • Consistent quality of products
  • Transparency, integrity, honesty in structures and processes & dealings with stakeholders
  • Integration of responsible investing & ESG across the business
  • Impactful diversity and inclusion policies
  • Appreciation of the changing needs of investors in a digital age

Why enter?

The awards help companies assess a wide range of factors to gain a more rounded picture of whether structures in place have the customer at heart and are sustainable enough to meet the requirements of an ever-evolving financial services sector.

It is also important to share these best practice ideas to help other companies and the industry develop, and ensure consumer confidence in the sector.

As a result, an ‘exhibition’ e-book of the successful entrants and an explanation of how they attained Gold Standard status will also be produced and published across Incisive Media’s websites.

Categories

Independent Financial Advice (small firms)

Open to independent financial advice and planning firms that offer a full and comprehensive range of services with up to and including five registered advisers. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Independent Financial Advice (medium to large firms)

Open to independent financial advice and planning firms that offer a full and comprehensive range of services with over five registered advisers. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Financial Advice (small firms)

Open to financial advisers offering restricted advice with up to and including five registered advisers. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Financial Advice (medium to large firms)

Open to financial advice firms offering restricted advice with over five registered advisers. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Discretionary Fund Management

Open to full-service wealth managers or other investment firms offering discretionary investment management services to individuals and/or professional firms such as financial advisers looking to outsource investments. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Retirement Advice

Open to adviser firms that specialise in offering retirement advice on areas such as workplace/personal pensions, annuities, drawdown, equity release and blended retirement solutions. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Protection Advice

Open to adviser firms that specialise in offering protection advice to individuals or workplaces. Firms must be authorised and regulated to operate in the UK.

Submission deadline: Friday 23rd July 2021

Judges

Head of Corporate Pensions Marketing
Aviva
Managing Director
Financial Marketing
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Founder & Director
Jigsaw Tree
Director – Research
Asset Risk Consultants
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soon
Founder & Director
Communications and Content
Columnist, Consultant
Managing Director
Bakehouse Communications
Managing Director
Unique Financial Planning
CEO
Moneyhub
Chief Marketing Officer
Liontrust

Contacts


For marketing queries:
Zara Mughal
Senior Marketing Executive
+44 (0)20 7484 9941
For table booking queries:
Orhan Toprakci
Head of Delegate Sales
+44 (0)20 7484 9973