Events & Awards 

Financial Planner Awards 2017 open for entries

Financial Planner Awards 2017 open for entries

Money Management is pleased to announce the launch of the 22nd Financial Planner of the Year Awards.

Our annual awards have long recognised the very best of the advice profession. These accolades are truly valued by the industry, and to ensure that this remains the case for many years to come we’ve made some tweaks to the submission process for 2017.

We have also introduced a few new categories, and a second overall award. Alongside the overall Financial Planner of the Year category, which is sponsored by Schroders, we’ll identify a Rising Star of the Year. This award, which is sponsored by NS&I, will seek to highlight those who display impressive planning credentials despite being relatively new to the industry.

To ensure we are judging advisers on the work they do day in, day out, this year we are asking you to submit the client reports that best showcase your efforts in a specific area of financial planning.

Candidates are required to choose an example of existing client work that relates to one of our categories and submit this (with names and personally identifiable information redacted) as their entry. 

Along with their entry, candidates will be allowed to provide up to 300 words to describe how their work fits the criteria we have outlined at

Each submission will be marked against the international financial planning standards set by the Financial Planning Standards Board. Those standards allow some flexibility for varying answers and styles. 

There is no set correct answer to the questions and case studies because in the financial planning process each planner will approach the same problem differently.

The leading entrants will be invited to a face-to-face judging session to answer questions on a wider case study in relation to a given category. This case study will be sent out to shortlisted candidates ahead of the judging days at the end of August. 

Money Management is happy to confirm that the CISI’s deputy head of financial planning, Jacqueline Lockie,  and Hargreaves Lansdown’s head of communications, Danny Cox, will again be seated in the judges’ chairs this year.

The awards will continue to acknowledge the industry’s best and brightest, and should once again provide a huge boost to all winners.

As the overall winner in 2015 and 2016, head of Granite Financial Planning Paul Gibson puts it: “Winning [in 2015] was the catalyst for me to set up in business on my own. I am sure competition in 2017 will be as fierce as ever.”

Full details of all categories, details on how to enter and more can be found at the awards website: