Thank you to everybody who entered the 2017 Money Management Awards. You can view the winners here, and find out more about the entry process below.

How to Enter

This year, we are again asking candidates to submit examples of their own work with clients. The awards categories for 2018, and further details of the entry process, can be found below.

To obtain the guidance notes for each category (and a copy of the entry form) simply click the category name and the form will begin to download.

You can also view further guidance and an example of how we'd like you to submit your entry here.

The overall winner and rising star awards do not require any extra submissions, but you must enter 3 categories to be eligible for the overall prize of £5,000.

If you have any difficulty obtaining the entry forms please contact mmawards@ft.com

The closing date for entries is the 6th July.

2018 categories

Overall financial planner of the year:
To be in with a chance of winning the Overall financial planner of the year award, candidates must enter a minimum of 3 different categories.

Rising Star:
To be eligible for the Rising Star award – a category introduced in 2017 - entrants will need to enter one of the categories, as well as stating when they qualified for their role and how many years they have been working in the industry.

Entry process

Candidates are required to choose an example of existing client work that relates to one of our 2018 categories, and submit this (with all names and personally identifiable information included therein 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 for each category.

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 & case studies because in the financial planning process each planner will approach the same problem differently.

Up to five candidates will be shortlisted in each category. Shortlisted candidates will then be invited to attend face-to-face interviews at the Financial Times head office in London. Prior to these interviews, candidates will be sent a short case study relating to the category for which they have been shortlisted. The interviews will revolve around questions based on the case study, but no written work will be required.

Interview dates: Tuesday 4 September and Thursday 13 September

All shortlisted candidates will receive an invitation to the awards (Thursday 18 October) and will be provided with a logo to show that they were shortlisted, which can then be used on company websites, letterheads, email signatures and other items as appropriate.