How to enter

Entry period: 02/12/2019 - 31/01/2020. Each category will be independently judged by a panel of experts. Categories need to receive a minimum of three entries to run.

Entry guidelines:

All entries should be submitted by midnight on January 31 2020. Entries should be submitted as PDFs via this link and should use the following format for file naming:

“Company name - award category - PIPA2020”

E.g. Peters Capital Management - Inactive equities manager of the year - PIPA2020.pdf

All entries must name an employee to be contacted by the organisers of the awards.

Scheme and Investment categories:


Performance:

Maximum of 400 words plus brief tables. For investment categories: Performance must be shown as one, three and five-year annualised returns, net of fees, to end-2019 and results since inception. A benchmark must also be provided for the judges and all results should be presented in the base currency for the strategy, stating whether it is hedged or unhedged. All figures should also clearly show if they are from composite data (and if so, what the data are) or individual fund performance. For the “passive global equities” category, entrants should include the total expense ratio of the chosen fund, the tracking error, and the range of strategies available. You should include a few words about retention/key people running the strategy. Entrants of all categories are encouraged to demonstrate sustainability of investments/strategies. For services categories: Performance can be indicated through client wins, the solving of problems and performance delivery for your clients.


Innovation:

Maximum of 400 words. How have you innovated over the past year? What new services or options have you introduced to improve the performance of your clients’ pension schemes, to save them money or to reduce their risk? For investment categories: Entrants should state where they believe their product stands out, e.g. at the idea generation or the trading/implementation stage.


Service:

Maximum of 400 words. How does your service to clients differ from your competitors - what makes it unique? Case studies and client feedback can be used to illustrate improved service standards. For investment categories: This section can include references to transparency for investors and stewardship.

Video submissions are permitted, but will be subject to the same word count.

Methodology

Format: A panel of judges are picked by the editorial team based on their expertise within the industry, reflecting a spread of companies and groups.

There is a minimum of 10 judges including at least one from the editorial staff.

Conflicts: Any judge that either comes from a company/organisation that has entered, or has competitors that have entered, a particular category must exclude themselves from the judging of that category.

All judging is done on the basis of criteria outlined in the entry requirements, but judges are allowed to take into account their own experience of entrants’ products and services.

For the Industry Champion award, each judge will nominate someone who made a special contribution to the industry. The winner will be decided collectively by the judges, led by the Pensions Expert editorial team.

This debate will focus on the work done in the interest of savers, schemes or providers by the individual concerned.

Judges

  • François Barker
    Partner & Head of
    Pensions
    Eversheds Sutherland

  • One of the UK’s pre-eminent experts on pensions law, Francois has nearly 20 years' experience of advising corporate sponsors and pension funds on UK and international pensions and benefits issues in relation to both defined benefit and defined contribution arrangements. He is praised by the legal directories for his wide knowledge of the UK regulatory landscape.

  • Kirsty Bartlett
    Partner
    Squire Patton Boggs

  • Kirsty Bartlett has more than 15 years of experience in pensions law. She has a particular interest and specialism in schemes with a public sector element, whether because the sponsoring employer is a public or quasi-public body, or due to the provision of broadly comparable benefits under Fair Deal. Kirsty leads the Squire Patton Boggs national Public Sector Pensions Group and is a founder member of the Association of Pension Lawyers’ public sector sub-committee.

  • Alison Bostock
    Client Director
    PTL

  • Alison joined PTL Independent Trustees as a client director in July 2015 with 25 years’ experience in actuarial, investment and DC consulting. In her previous role as a principal and scheme actuary at Punter Southall, she advised trustees of open and closed schemes ranging in asset size from around £25m to over £500m. She has dealt with and advised a wide variety of scheme sponsors including quoted companies, private equity-backed and family-owned businesses as well as charities and other not for profit organisations.

  • Jeanette Holland
    Partner
    Baker McKenzie

  • Jeanette offers nearly three decades of experience advising employers and trustees on all aspects of pension law. She is head of the pension practice in Baker McKenzie London. Jeanette is co-secretary of the Association of Pension Lawyers Legislative and Parliamentary Committee, having previously been on the International Committee.

  • Simon Kew
    Director, Financial
    Advisory - Pensions
    Deloitte

  • Simon leads on strategy and relationships for the pensions practice of Deloitte’s financial advisory division. Formerly of the Pensions Regulator among others, Simon drives advisory services that include covenant assessment and monitoring, helping to find innovative solutions to funding issues or supporting relevant parties in mergers and acquisitions.

  • Neil McPherson
    Managing Director
    Capital Cranfield

  • Neil joined Capital Cranfield in August 2014, and has extensive commercial and fiduciary experience working with pension funds over a 30 year career. At Citigroup he established the asset management division’s retirement services business and was chair of the UK pension scheme’s investment committee. At Standard Life plc, he set up the European client business and was director of relationship management.

  • Ian McQuade
    CEO
    Muse Advisory

  • Alongside running Muse Advisory, Ian’s practice focuses on improving pension schemes’ efficiency, whether addressing administration, advisory services, governance or other aspects of scheme management. He has run operations for a large third party administrator and has been involved in defined contribution since the 1998 introduction of contracting out.

  • Karen Bolan
    Head of Engagement Strategy
    AHC

  • Karen has responsibility for AHC's engagement strategy as well as the delivery of multi-faceted communication projects for some of AHC’s biggest clients. She has over 28 years’ commercial experience in large corporate organisations, including 15 years in senior strategic and operational communication roles. Karen is an accredited member of, and examiner for, the International Association of Business Communicators and has received several international communication awards.

  • Darren Philp
    Director of Policy & Communications
    Smart Pension

  • Darren is active in the industry lobbying for change in pensions and financial services for the benefit of members and customers. He joined Smart in September 2018, having previously undertaken policy-related roles at the The People's Pension, the National Association of Pension Funds (now Pensions and Lifetime Savings Association) and HM Treasury – where he headed up the pensions team between 2007 and 2010 and was closely involved in the design and implementation of the UK’s flagship auto-enrolment programme.

  • Anne-Marie Winton
    Partner
    Arc Pensions Law

  • Anne-Marie has many years of experience as a trustee adviser, and has specialised in advising employers and groups facing challenging situations. Recent work includes successfully seeking Pensions Regulator and PPF approval to a regulated apportionment arrangement and managing covenant and hostile funding negotiations (often working closely with forensic accountants). Anne-Marie is a member of the main committee of the Association of Pension Lawyers and a member of the risk & audit committee of the Pensions Management Institute.

  • Vineet Sood
    Senior Investment Consultant
    Dalriada Trustees

  • Vineet is responsible for setting investment strategy on defined benefit pension schemes as well as recommending fund managers to clients. Previously he has worked in two other investment consultancies and in the middle office for a hedge fund as well in risk management for a FTSE 100 listed bank. Vineet is a CFA Charterholder, has the Investment Management Certificate and a degree in Actuarial Science.

  • Duncan Willsher
    Trustee Director
    2020 Trustees

  • Before joining 20-20 Trustees, Duncan spent 14 years in senior investment consultancy positions at Willis Towers Watson. There he built a wealth of experience as lead adviser to a number of large institutional investors, advising DB and DC pension scheme trustees, companies, multinationals, and charities. As a professional trustee, Duncan combines his investment background with his passion for improving governance, translating complexity into simple explanations and driving better outcomes through innovation, efficiency and pragmatism.

  • Mette Hansen
    Director
    Redington

  • As part of Redington’s investment consulting team, Mette helps her pension fund clients to make decisions with confidence and gain control over their financial future. Having previously worked for PwC, Aon and Nordea, she has worked with a range of different clients across a variety of work streams during her time in the industry.

  • Celene Lee
    Principal & Senior Investment Consultant
    Buck

  • Celene is an experienced investment adviser with a demonstrated history of working for a large range of institutional investors. She is skilled in enterprise risk management, stochastic modeling, and has a keen understanding of market risk, asset management, and pension funds.

  • Simeon Willis
    Chief Investment Officer
    XPS Pensions

  • Simeon leads XPS’ thinking on journey planning and asset allocation, along with being responsible for research across the investment team. Simeon is an experienced investment specialist with 17 years’ experience, advising trustee and corporate clients on a full range of investment related matters, with a particular emphasis towards strategy and risk management.

  • Dr Chris Sier
    Chairman
    Clearglass

  • Chris chaired the Financial Conduct Authority’s Institutional Disclosure Working Group on cost transparency and realised the complexity the industry would face once the templates were to be released. He created ClearGlass to assist with the adoption of the standard framework by asset owners and asset managers respectively. He is also UK Treasury Fintech Envoy, chairman of Fintech North, and chairman of AgeWage.

  • Laura Myers
    Partner & Head of DC
    LCP

  • As Head of LCP's defined contribution team, Laura provides clients with clear advice on a wide range of DC areas, including identifying appropriate investment strategies and managers and the efficient implementation of any investment changes.She leads the firm’s research on DC investment pension providers and solutions, and has deep knowledge of the issues facing pension providers and the new solutions available in the DC market.

  • Maria Nazarova-Doyle
    Head of Pension Investments
    Scottish Widows

  • Maria is responsible for leading, formulating and executing a market engagement strategy with the goal to increase Mercer’s market share in DC consulting, financial planning and master trust areas. This role also combines client strategy and proposition development while continuing to advise a portfolio of large DC investment clients.

  • Adrian Brown
    Senior Adviser
    MJ Hudson Allenbridge

  • Adrian brings over 30 years’ professional experience in the industry, combining recent investment management and advisory experience with earlier consulting and corporate transaction experience. He is currently chair of trustees for the ATS foundation, a charity whose assets support a London school, and trustee of a development charity in Africa. Adrian joined MJ Hudson in 2019, following 13 years as a client facing portfolio manager/managing director on global equity and multi-asset portfolios. Prior to this, he set up his own consultancy business and held senior strategy and corporate finance roles in Boots and Pearson.

Moderators

Angus Peters

Associate Editor
Angus joined Pensions Expert as a reporter in June 2016, before being promoted to associate editor. He has previously worked as a reporter at The Sun Online, and has also had experience at Pensions Expert and MandateWire.

020 7873 4953
angus.peters@ft.com
@peters_angus

Maria Espadinha

Deputy Editor
Maria joined Pensions Expert as a deputy editor in November 2019. Previously, she worked as a senior reporter for Financial Adviser and FTAdviser covering workplace pensions, receiving the Personal Finance Society Trade Press Personal Finance Journalist award in 2018/19. She has 15 years experience in business journalism, working for several titles in Lisbon and more recently in London.