INNOVATION AWARDS - 2024 WorldPensionSummit

INVESTING

WINNER: Tactical Asset Allocation | Dow Chemical Employees Pension Plan | USA

RUNNER-UP: Life-Cycle Investing for all members | LifeGoals Financial Services Ltd | Cyprus

JUDGES’ CHOICE AWARD: Investment platform for the modernization of multi-apartment buildings in Lithuania | SB asset management, UAB | Lithuania

PENSION FUND DESIGN & REFORM

WINNER: A modern humanistic approach to the assignment of social benefits in Azerbaijan: Proactive people-centred assignment mechanism | State Social Protection Fund of Azerbaijan | Azerbaijan

RUNNER-UP: Inclusive Pension Initiative: Empowering Ghana's Informal and Low-Income Workers | Metropolitan Pensions Trust Ghana LTD | Ghana

JUDGES’ CHOICE AWARD: Removing barriers for a secure and stable income in retirement: Expanding coverage for non-full-time employees | OMERS | Canada

READ THE P&I ARTICLE

Excellence & Innovation Awards Book

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 those organisations 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. And with a record number of entries this year we are happy to share all the nominated finalists.

COMMUNICATION & MEMBER ENGAGEMENT

_{Retirement Income - Automated Engagement Journey |}_{Aware Super}_{| Australia}

_{Online retirements |}_Brightwell_{| United Kingdom}

_{Empowering CPF Members, Fostering Trust: A Decade of Transforming CPF Annual Statements |}_{Central Provident Fund Board}_{| Singapore}

_{CPF Board's Community Paying it Forward movement |}_{Central Provident Fund Board}_{| Singapore}

_{E-CHAMA |}_{County Pension Fund (CPF Financial services)}_{| Kenya}

_{New Code of Ethics |}_CDPQ_{| Canada}

_{Personalisation at scale - our data driven approach for email marketing |}_{Central Provident Fund Board}_{| Singapore}

_{Wellbeing Webinar Programme |}_{Merchant Navy Officers Pension Fund}_{| United Kingdom
Cashback to the Future |}_Funpresp-Exe_{| Brazil}

_{Hello Future Website |}_{JMMB Fund Managers}_{| Jamaica}

_{“Replace and plant” |}_{KB First pension company Skopje}_{| Macedonia}

_{Life-Cycle Investing for all members |}_{LifeGoals Financial Services Ltd}_{| Cyprus}

_{Excellence in collective defined contribution pension funds |}_{GM Pensiones, Fondo de pensiones de los empleados de Banco Sabadell}_{| Spain}

_{Enhancing the financial well-being and retirement preparedness for KZN local government employees |}_{Natal Joint Municipal Pension Fund}_{| South Africa}

_{The Pension Blueprint Podcast — a platform to relate and redefine retirement |}_OMERS_{| Canada}

_{Modernizing our Employer Support Model |}_OMERS_{| Canada}

_{Digitalization upgraded, communication at hand: POS terminals, online contributions payments & mobile application |}_{Sava penzisko drustvo}_{| Macedonia}

_{Innovative Communication channels & Social Responsibility: Blog portal "Never Alone" & Humanitarian initiative "Update and Donate" |}_{Sava pension company a.d. Skopje}_{| Macedonia}

_{Accelerating Awareness: 3rd Pension Pillar Funds Proj}_{ect |}_{Swedbank Asset Management Lithuania}_{| Lithuania}

_{SUNY Targeted Allocation Retirement Series (STARS) Implementation |}_{The State University of New York (SUNY)}_{| USA}

INVESTING

_{Tactical Asset Allocation | D}_{ow Chemical Employees Pension Plan}_{| USA}

_{Pension reserve fund governance and investments |}_{Fons de reserva de jubilació}_{| Andorra}

_{Investments |}_{KB First pension company Skopje}_{| Macedonia}

_{Life-Cycle Investing for all members |}_{LifeGoals Financial Services Ltd}_{| Cyprus}

_{Pensions Caixa 30 equity globalization and adaptation to NZAOA objectives |}_{Pensions Caixa 30, F.P.}_{| Spain}

_{A new paradigm in thematic investing by incorporating ESG considerations |}_{Sava pension company a.d. Skopje}_{| Macedonia}

_{Investment platform for the modernization of multi-apartment buildings in Lithuania |}_{SB asset management, UAB}_{| Lithuania}

PENSION FUND DESIGN & REFORM

_{MySuper (default) Lifecycle investment approach |}_{Aware Super}_{| Australia}

_{GROWTHplus Investment Account |}_{Contributors - CAAT Pension Plan}_{| Canada}

_{Reforming Pension System in Nepal |}_{Employees Provident Fund}_{| Nepal}

_{Let's Build Your Future Together |}_{Fondo Pensione Eurofer}_{| Italy}

_{Pension reserve fund governance and investments |}_{Fons de reserva de jubilació}_{| Andorra}

_{Employee Secure Saver by HAYAH: Comprehensive and Digital Solution for End of Service Benefits and Voluntary Contributions |}_HAYAH_{| United Arab Emirates}

_{Illinois Secure Choice Savings Program |}_{Illinois State Treasurer's Office}_{| USA}

_{Inclusive Pension Initiative: Empowering Ghana's Informal and Low-Income Workers |}_{Metropolitan Pensions Trust Ghana LTD}_{| Ghana}

_{Removing barriers for a secure and stable income in retirement: Expanding coverage for non-full-time employees |}_OMERS_{| Canada}

_{A modern humanistic approach to the assignment of social benefits in Azerbaijan: Proactive people-centred assignment mechanism |}_{State Social Protection Fund of Azerbaijan}_{| Azerbaijan}

_{Optimising a DC pension plan with the Introduction of an Automatic Life Cycle Concept |}_{VBV Pensionskasse AG}_{| Austria}

The awards recognise excellence and 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. Receiving recognition for their ingenuity can help and inspire others!

Entries are accepted from organisations from around the world and there are 3 awards to be handed out per category. The winners, runners-up and Judges' Choice Awards will be announced and recognised at the 2024 Pensions & Investments WorldPensionSummit during the Excellence & Innovation Awards Ceremony, to be held on 7 November 2024.

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The P&I WorldPensionSummit Excellence & Innovation awards are evolving. 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.

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