Enter now

Enter today to be in with a chance of winning one of these prestigious awards. Winners will be announced at the Engaged Investor Trustee Awards on the afternoon of 13 July.

Submit your free entry before midnight on 28 March.

Please click on categories below for more information.

Provider categories

This award recognises asset managers who are doing the most to help DB pension schemes meets investment objectives.

Who can enter: Any fund manager providing asset management services to DB pension schemes.

Tell us why you should win this award.

Please outline in no more than 800 words how you are meeting your clients’ needs for investment returns.

Judges will be looking for strong performance, preferably across multiple years, innovation, and clear reporting of costs.

To support your entry please provide evidence of your fund’s performance against benchmarks and/or client objectives.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises asset managers who are doing the most to help DC pension schemes meet their investment objectives.

Who can enter: Any fund manager providing asset management services to DC pension schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for excellent performance, preferably across multiple years, and innovation to meet clients’ needs for strong returns that deliver value for money.

To support your entry please provide evidence of your performance and how your funds are being used by DC schemes either in default or self-select funds.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises consultants working with DB schemes to manage risk and help them meet their pension promises

Who can enter: Firms providing actuarial, investment, covenant or strategic advice to DB schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking at how you have helped clients set and meet their goals.

To support your entry please provide evidence of how you have helped clients respond to challenges such as closing funding gaps, increasing the security of benefits, or improving value for money.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises consultants working to help employers provide value for money pension schemes that will meet the retirement needs of their employees.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence that you have helped schemes design and implement DC strategies that meet the needs of employers and employees.

Who can enter: Firms providing investment or strategic consulting services to trustees or sponsors of DC schemes.

To support your entry please provide evidence of how you have helped clients set and achieve appropriate goals for their DC provision, and how you have helped deliver value for money.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This category seeks to reward investment managers that are operating a standout default fund, whether as a generic offering, or as a white labelled fund for a specific client.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. We are particularly looking at the overall performance of the fund and how asset managers have responded to challenges such as the charge cap and freedom changes.

Who can enter: This category is open to all asset managers and providers who offer funds suitable for use as a DC default fund.

To support your entry please provide evidence of what makes your default fund stand out, what investment strategy/strategies you use, and how you have updated your default strategy in line with legislative changes.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This award recognises insurers working in the bulk annuity and longevity swap markets.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence of innovation and high quality client service.

Who can enter: Any insurers offering buy-ins, buyouts or longevity swaps to UK occupational schemes.

To support your entry please provide evidence of de-risking deals completed over the period that have helped schemes manage risk and increase the security of members’ benefits.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises fiduciary managers working with UK schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence that your strategic advice and implementation have helped schemes meet their funding objectives.

Who can enter: Fiduciary managers

To support your entry please provide evidence of investment performance against benchmarks and scheme objectives, preferably across multiple years, and examples of how you have helped clients set and meet funding objectives.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises the individual consultant who has done the most to help their client schemes meet the needs of their members.

Tell us why you should win this award.

Please outline in no more than 800 words why the entrant deserves to win. Judges will be looking for evidence of client satisfaction, and examples of how the entrant has provided added value for schemes.

Who can enter: Any consultant working with UK DB or DC schemes

To support your entry please provide evidence that the entrant has gone above and beyond clients’ expectations.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises law firms advising UK pension schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for evidence of innovative deals that have helped clients meet their objectives, and expanded the range of options open to UK schemes.

Who can enter: Law firms advising UK DB or DC schemes

To support your entry please provide evidence of innovation in the market and client satisfaction.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises providers of trustee education and training programmes.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for evidence of how the training you offer has helped trustee boards reach and maintain the levels of knowledge and understanding required of them.

Who can enter: Providers of education and training programmes to trustee boards

To support your entry please provide evidence of how the training programmes delivered have helped trustee boards meet the standards expected of them under the Pensions Regulator’s 21st Century Trusteeship programme.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This award recognises independent trustees working on DB or DC schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence that you put in the extra mile to make sure schemes you work with meet the needs of members.

Who can enter: Individual independent trustees

To support your entry please provide evidence of ways you have helped schemes you work with develop innovative strategies to meet the needs of members, and maintain high standards of governance.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

Scheme categories

This category is designed to identify the best at-retirement offering provide by DC schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence of those schemes that have found innovative ways to help those members approaching retirement understand their choices and make the most of their pension pot. Weighting will be given to schemes who have used technology and communications to engage their members in a clear and transparent way.

Who can enter: All UK DC schemes

To support your entry please provide evidence of what innovations have you introduced over the last twelve months and how you can demonstrate member satisfaction.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed to showcase excellence in pension scheme communications.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. We are particularly looking for evidence that the scheme is getting its message across effectively to members through a well thought out strategy. Weighting will be given for innovative approaches to communication.

Who can enter: This category is open to all UK DC pension schemes

To support your entry please provide evidence of how the communication strategy works and what communication methods are used, and how has this success been measured. Please provide details of the target take-up of eligible employees and performance against that benchmark over a specific time-period.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed to identify the most successful investment strategies that trustees of DB schemes are using.

Tell us why you should win this award.

Please outline in no more than 800 words why your DB investment strategy should win. Judges will be looking for evidence of how schemes have successfully delivered strong returns in line with their scheme’s investment objectives.

Who can enter: This category is open to all UK DB pension schemes.
To support your entry please provide evidence of innovative approaches to your investment strategy that have worked, how the strategy has performed against target and how the managers are assessed and monitored, and details of the investment strategy and how it measures up with the scheme’s liability profile.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed to recognise excellence in the defined benefit world for all schemes with asset value up to £1billion.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for evidence of what makes your scheme stand out, what governance structures you have in place, and how you monitor the quality of your scheme and its investment strategy.

Who can enter: This category is open to all UK DB scheme with assets up to £1billion.

To support your entry please provide evidence of how this success is assessed and measured, and characteristics of the scheme that have made it particularly noteworthy.

This category is designed to recognise excellence in the defined benefit world for all schemes with asset value over £1billion +.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for evidence of what makes your scheme stand out, what governance structures you have in place, and how you monitor the quality of your scheme and its investment strategy.

Who can enter: This category is open to all UK DB scheme with assets over £1billion.

To support your entry please provide evidence of how this success is assessed and measured, and characteristics of the scheme that have made it particularly noteworthy.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed to recognise excellence in the fast evolving world of trust-based defined contribution pensions.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. We are particularly looking for evidence that the scheme meets the needs of its workforce in areas such as contribution rates, default fund design and governance structure. Weighting will be given to evidence of how this success has been assessed.

Who can enter: This category is open to all UK DC pension schemes

To support your entry please provide evidence of how was this success assessed and measured, and characteristics of the scheme that have made it particularly noteworthy (examples could include communications strategy, or link to other workplace benefits.)

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed to identify the most successful de-risking initiatives over the past 12 months.

Tell us why you should win this award.
Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence of initiatives that have successfully delivered in line with their scheme’s de-risking objectives.

Who can enter: This category is open to all UK pension schemes for de-risking initiatives either concluded or commenced in the year ending March 2017.

To support your entry please provide evidence that your scheme has overcome challenging circumstances to achieve its de-risking goals. Please describe the de-risking initiative that took place, including key goals and milestones.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed to recognise excellence in in-house pension administration.

Tell us why you should win this award.

Please outline in no more than 800 words why you deserve to win. Judges will be looking for evidence of how you have responded to recent industry challenges to ensure that members’ interests are being looked after in the most efficient way possible.

Who can enter: Any UK pension scheme that provides in-house administration services.

To support your entry please provide evidence of a specific example of when you provided excellent service and what innovations you have introduced to overcome new challenges facing DC schemes.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This category is designed for schemes with excellent standards of governance.

Tell us why you should win this award.

Please outline in no more than 800 words how your scheme is set up to ensure the best possible standards of governance for members.

Who can enter: All UK DB and DC schemes.

To support your entry please provide evidence of how you have measured the success of your scheme governance.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality
All entries are confidential. Only judges will view your submission.

This award identifies best practice in trustee training initiatives.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for evidence that schemes give training the serious attention that it deserves.

Who can enter: This category is open to all trust-based UK pension schemes.

To support your entry please provide evidence of how many hours of training your trustees undertake each year, how often training sessions are held, whether trustees are encouraged to take formal qualifications (PMI/NAPF etc.), what training is available for new trustees and if there is specific training available for members of the investment sub-committee.

You are welcome to attach supporting information of up to 2 pages (double sided)

Confidentiality
All entries are confidential. Only judges will view your submission.

This award recognises schemes that are taking an innovative approach to using alternative investments to meet their funding needs.

Tell us why you should win this award.

Please outline in no more than 800 words why you should win. Judges will be looking for evidence of how you have used alternative assets to improve returns and manage risk within your investment strategies.

Who can enter: DB or DC schemes that have an allocation to alternatives within their investment strategies.

To support your entry please provide evidence of the performance of your alternative investments, preferably over multiple years, and how this fits into your overall investment strategy.

You are welcome to attach supporting information of up to 2 pages (double sided).

Confidentiality All entries are confidential. Only judges will view your submission.

This category recognises those schemes who have really excelled. This year, the winner will be decided by the Engaged Investor Trustee Awards judging panel.

This award recognises trustee boards of DB, DC and hybrid schemes.

Tell us why you should win this award.

Please outline in no more than 800 words why your board deserves to win. Judges will be looking for evidence of an ongoing commitment to high quality governance and a willingness to embrace innovation.

Who can enter: Trustee boards of single employer trusts or mastertrusts

To support your entry please provide evidence of how you ensure your board maintains the right balance of skills and level of knowledge and understanding required, and how this has helped you with projects over a certain time period.

You are welcome to attach supporting information of up to 2 pages (double sided).

All entries are confidential. Only judges will view your submission.

Confidentiality All entries are confidential. Only judges will view your submission.

Key dates

Entries close: 28 March

Shortlist announced: 11 May

Awards ceremony: 13 July at the Hilton London Bankside

For entry and submission queries please contact


Jack Jones
Editor
020 7618 3458
jack.jones@nqsm.com
Jenna Gadhavi
Special projects editor
020 7618 3418
jenna.gadhavi@nqsm.com
Natalie Richards
Head of events
020 7618 3062
natalie.richards@nqsm.com