Defining excellence

9 August 2011 |By Andrew Sheen

Engaged Investor’s Trustee Awards 2011 celebrate the best of trusteeship

Now in its sixth year, Engaged Investor’s Trustee Awards celebrate the outstanding trusteeship and companies that provide services to the pension schemes they run. The awards were presented by Engaged Investor’s editor- in-chief and publisher, Bob Campion, and editor Maggie Williams at the Waldorf Hilton in London on Wednesday 6 July.

In total, 18 awards were presented on the day. They covered all aspects of trusteeship, trustee support and scheme governance, from recognising the Trustee of the Year voted for online by other trustees, to best education provider.

As ever, the awards were split into two sections: those voted on by trustees and those decided by members of Engaged Investor’s expert panel of judges.

This year saw competition stronger than ever, with well over 4,000 individual votes cast by more than 1,250 trustees and 42 pension schemes involved.

Find out who won below and find out how they did it in interviews and case studies with the winners in future editions of Engaged Investor.

The results:

Awards decided by trustee vote

Trustee of the Year, sponsored by Aberdeen Asset Management and presented by Patrick Walker

Winner: Henrietta Branwell, Equity Staff Pension Scheme
Highly Commended: Andy Naish, Accenture Pension Plans

Trustee Board of the Year, sponsored by JLT and presented by Mark Adamson

Winner: Cadbury Pension Fund
Highly Commended: TfL Pension Fund (prize collected by Maria Antoniou, Chair of Trustees, TfL Pension Fund)

Trustee Secretary of the Year, sponsored by the Pensions Management Institute and presented by Holly Sheridan

Winner: Lynn McCallum, The Abbey National Group Pension Schemes Trustees Limited
Highly Commended: Yvonne Pearce, Accenture Pension Plans

Pension Manager of the Year

Winner #1: Stephen Field, TfL Pension Fund
Winner: #2 Chris Parrott, BAA
Highly Commended: Stephen Nichols, The Pensions Trust

Best Trustee Education Provider

Winner: Aberdeen Asset Management - Pensions Intelligence (collected by Richard Dyson, Aberdeen Asset Management)
Highly Commended: JLT - Trustee Development Workshops (collected by Mark Adamson, JLT)

Best Client Service by an Investment Manager

Winner: Hermes Fund Managers (collected by Brad Weston, Hermes Fund Managers)
Highly Commended: JP Morgan

Most Innovative Pensions Consultant

Winner: JLT (collected by Mark Adamson, JLT)
Highly Commended: Punter Southall

Most Innovative Asset Manager

Winner: Standard Life Investments (collected by Nick Kordowski, Standard Life Investments)
Highly Commended: Aviva Investors

Independent Trustee of the Year

Winner: Chris Martin, Independent Trustee Services
Highly Commended: Richard Butcher, Pitmans Trustees Limited (collected by Andrew Gaspar, Pitmans Trustees Ltd on Richard Butcher’s behalf)

Awards decided by judging panel

Best Popular Report & Accounts

Winner: Merchant Navy Officers Pension Fund Trustees Limited (collected by Peter McEwen MBE, MNOPF)
Highly Commended: Royal Mail (collected by Peter Metcalfe, Royal Mail)

Team excellence in administration

Winner: Royal Mail (collected by Duncan Codling, Royal Mail)
Highly Commended #1: Royal County of Berkshire (collected by councillor John Lenton)
Highly Commended #2: SAUL (collected by Dennis Buckley, SAUL)

Best De-Risking Initiative, sponsored by Pension Corporation and presented by Jay Shah