[Skip to Content]


IMPORTANT: The submission deadline is extended until JULY 3

The P&I WorldPensionSummit Excellence & Innovation awards are evolving: Not only are we honouring innovative ideas, but are also recognising organisations that are excelling in terms of their strategy, execution or delivery. Pensions & Investments wants to highlight and celebrate the pension funds/plan sponsors that are leading the charge, and these awards aim to inspire organisations and honour them for their creative thinking and solutions.

Honouring excellence
What innovation means for one organisation may be considered as standardised for another. Innovations also differ regionally, with less developed pension systems, for example, needing different forms of innovation vs. more mature systems. It is important to recognise and honour these differences, so we can further learn from them, be inspired and encourage future developments. Therefore, we have decided to add outperformers to our long-list of innovators — and hence our new name: Excellence & Innovation Awards.

When we wish to perform better from deep within, then we need to explore the world and increase our knowledge.

We believe our industry and the people that work in it have a constant drive to do good, do the right thing, to rethink and to regenerate, in order to ensure a dignified retirement for all people in this world. Difficult times require out-of-the-box thinking and can inspire organisations to become creative solution finders. The urge to make a change and tireless efforts to improve creates outperformers that lead by example in our industry — organisations and thinkers that can inspire others and help boost reform and outcomes around the globe.

We are therefore recognising and rewarding pension funds that are using excellence or innovation to drive their pensions forward through innovative investment, new plan design, excellent technology and participant communication or any way that may help to drive successful outcomes for plan participants. Past winners were selected for their cutting-edge ideas and projects. 

The awards recognise innovation as a team effort, so we are rewarding the organisation (read: pension fund), not the individual. We allow pension funds to be nominated by their own employees or by an external organisation: Help your peers by sharing your own innovation and receive recognition for your ingenuity!

Entries are accepted from organisations from around the world. The winners and runners-up will be announced and recognised at the Pensions & Investments WorldPensionSummmit during the Excellence & Innovation Awards Ceremony, to be held on 12 October 2023. Stay informed and sign up for the P&I WorldPensionSummit newsletter: SIGN UP

Criteria for Excellence & Innovation Award nomination:

  • Only pension funds (we are honouring organisations) can be nominated for an Award.
  • We encourage nominations by external organisations for pension funds that have excelled and/or innovated. In that case the pension plan is the nominee and the submitter will be acknowledged as external champion, if applicable.
  • We encourage nominations from around the globe
  • There is no fee to enter. 
  • Approved nominations are expected to join the Excellence & Innovation Awards ceremony on October 12 (1 free delegate pass is provided per organisation)

Your nominee benefits include:

  • A global platform for sharing your ideas and successes and recognition for your hard work as a pension fund professional
  • Approved nominations are provided with 1 complimentary delegate pass (1 per organisation)
  • Corporate pension funds are invited to apply for a complimentary delegate pass (send an email to mguldemond@pionline.com)
  • Recognition via our online Pensions & Investments platforms
  • Recognition in the P&I WorldPensionSummit Excellence & Innovation Awards booklet
  • Logo listing as a nominee during the awards ceremony
  • Winners and runners-up take home a beautiful handmade glass award
  • Winners and runners-up are chosen by an expert jury and recognized and announced at our awards ceremony on October 12


The WorldPensionSummit 2023
The Pensions & Investments WorldPensionSummit has been developed for and by pension professionals to offer a truly global learning and networking experience. Our summit provides a platform for attendees from all around the world to discuss innovative ideas and strategies, tackle the challenges around the future of retirement and get fresh perspectives from thought leaders on achieving sustainable pension provision. The P&I WorldPensionSummit is scheduled for 10-12 October 2023
For more details and to register go to www.pionline.com/wps2023.

Theme 2023: Regenerating Sustainable Outcomes

Regeneration is the natural process of replacing or restoring damaged or missing cells, tissues, organs, and even entire body parts to full function in plants and animals. It’s a chance to do things differently, find exciting solutions, and, in some cases, create something completely new. This year in particular, the retirement industry is reassessing and renewing system design, investment decisions, portfolio construction, communication, delivery and technology — in part because of pressure points, but also as new opportunities arise.

Asset owners and money managers across the globe have a whole new set of macroeconomic considerations to grapple with — presenting challenges but also huge opportunities not seen in asset markets for years: Interest rates, no longer languishing at all-time lows, have hit some asset classes — but on the flipside, rising rates make for the return of fixed-income opportunities and, in some cases, falling liabilities and boosted funding levels. While the return of inflation has eaten away at some returns, other assets have been bolstered. Higher inflation is also prompting pension funds to reconsider the vulnerabilities in portfolios — never a bad thing!

And while geopolitical tensions continue to weigh on markets, bringing new considerations to global diversification and risk, they also open up opportunities to think about new trading partners and opportunities that previously may have been ignored.

Of course, asset owners and money managers are still dealing with continued considerations such as compliance with new regulatory reporting demands and member engagement — but with much of this focusing on the green transition and sustainable investment, there are also opportunities to be explored.

The 2023 WorldPensionSummit will bring together institutional investors, advisers and other leading figures from around the globe, to discuss potential solutions that may help our industry grab the future with both hands to create the world we want… and the investment returns they need.

We look forward to you joining us in October!