2017 Categories


We have made a number of changes to the category list for the 2017 awards in response to feedback and to mark the 20th anniversary of the UK Pensions Awards.

This year, we have included three 20th Anniversary Awards to reflect excellence in consultancy, investment management and defined contribution over the past two decades - and recognise those firms who have consistently outperformed their peers.

We have also added an award for the Greatest Single Contribution to Occupational Pensions 1998-2017 to recognise the individual who has done the most to advance the cause of occupational pensions over the past 20 years. This will replace the Pensions Personality of the Year Award for this year.

The changes also include the addition of an Educational Initiative of the Year accolade to reward the firm which has worked hardest to help trustees and employers understand the complex world of pensions and investments.

In addition to this, we have also changed the names of a number of categories. The Retirement Innovation of the Year category becomes the Retirement Income Provider of the Year; SRI / ESG Provider of the Year becomes the Environmental, Social and Governance (ESG) Manager of the Year category; and Communication Innovation of the Year becomes the Communication Initiative of the Year category.

In addition to this, we have removed the CEO of the Year award due to the low number of entries received last year.

The full list of categories for the 2017 awards is:

20th Anniversary Awards:

These special 20th anniversary awards will reflect excellence over the past two decades.

The Greatest Single Contribution to Occupational Pensions 1998-2017 category will recognise the individual who has done the most to advance the cause of occupational pensions over the past 20 years. This will replace the Pensions Personality of the Year Award for this year.

No submissions will be needed for this category and the shortlist will be decided by the Professional Pensions editorial team as well as an industry-wide vote. The final winner will be decided by a vote on the night at the UK Pensions Awards ceremony on Thursday 4 May at Grosvenor House, London.

The three other 20th anniversary categories 20 Years of Excellence in Consultancy, 20 Years of Excellence in Investment Management and 20 Years of Excellence in Defined Contribution will recognise the consultants and providers that have offered the highest level of innovation, performance and service to occupational pension schemes and their members - and have done the most to improve this level of performance service and innovation over a longer time period.

Firms that enter this category should be able to demonstrate at least five years of excellence leading up to 31st October 2016.

  • Greatest Single Contribution to Occupational Pensions 1998-2017
  • 20 Years of Excellence in Consultancy
  • 20 Years of Excellence in Investment Management
  • 20 Years of Excellence in Defined Contribution

Advisory Categories:

  • Actuarial/Pensions Consultancy of the Year
  • Employee Benefits Consultancy of the Year
  • DC Consultancy of the Year
  • Investment Consultancy of the Year
  • Pension Lawyers of the Year
  • Risk Reduction Adviser of the Year

DC Categories:

  • DC Pension Provider of the Year
  • DC Investment Manager of the Year
  • DC Multi-Asset Fund Manager of the Year
  • DC Master Trust of the Year
  • Retirement Income Provider of the Year *** RENAMED FOR 2017 ***

The Retirement Income Provider of the Year category is a wide-ranging category that rewards the firm that has excelled most in the retirement space in the 12 months to 31 October 2016. Areas this category covers include pre- and post- retirement investment funds, technology solutions / platforms, income drawdown and annuities.
Judges will look at the extent to which your firm has developed its services, products and offerings for clients and the extent to which these services have helped pension schemes, employers, trustees and scheme members.

  • DC Innovation of the Year

The DC Innovation of the Year category is a wide-ranging category that rewards the firm that has innovated most in the DC space in the 12 months to 31 October 2016. This could include the launch of new DC offerings, new consulting services, investment innovation, technology solutions and services, communication, guidance and advice offerings etc. Judges will look at the extent to which your firm has developed new services, products and offerings for clients and the extent to which these innovations helped pension schemes, sponsors, trustees and scheme members.

  • DC Investment Innovation of the Year

The DC Investment Innovation of the Year category is a category that specifically focusses on DC investment innovation in the 12 months to 31 October 2016. Areas this category will cover include the launch of new investment funds for DC pension schemes such as multi-asset funds, funds that are designed to be used in the run-up to retirement or for those who remain invested and decide to use some form of drawdown.
Judges will look at the extent these new funds have helped pension schemes, sponsors, trustees and scheme members and solved particular challenges they are facing and will also look at the quality of communication and transparency of the fund.

Investment Categories:

  • Investment Manager of the Year
  • Fiduciary Manager of the Year
  • Equity Manager of the Year
  • Fixed Income Manager of the Year
  • DB Multi-Asset Manager of the Year
  • Emerging Markets Manager of the Year
  • Alternative Investment Manager of the Year
  • Property Manager of the Year
  • Environmental, Social and Governance (ESG) Manager of the Year *** RENAMED FOR 2017 ***
  • Liability-Driven Investment (LDI) Manager of the Year
  • Risk Reduction Provider of the Year
  • DB Investment Innovation of the Year
  • Fixed Income Innovation of the Year

Other Categories:

  • Independent Trustee of the Year
  • Third-Party Administrator of the Year
  • Technology Innovation of the Year
  • Communication Initiative of the Year *** RENAMED FOR 2017 ***
  • Educational Initiative of the Year *** NEW FOR 2017 ***

The Educational Initiative of the Year category specifically aims to reward the consultancy or provider which has worked hardest to help trustees and employers understand the complex world of pensions and investments over the 12 months to 31 October 2016.
Judges will look at the extent to which consultant and provider initiatives have helped trustees understand complex topics, make better decisions or look at things in a new way. Initiatives may include such things as thought leadership, articles, whitepapers, seminars, conferences, videos etc

  • Sponsor Covenant Provider of the Year