WINNERS

Country

Germany

Founded

2002

IPE AUM 2024

€ 7,530

IPE Perf 2024 %

10.5%

The judges praised Bosch Pensionsfonds (BPF) for its robust governance, risk management, and global benefit strategy, ensuring exceptional member support. A focus on diversity, succession, and talent development set Bosch apart, while innovative programmes like financial literacy for women, the ‘CARE’ guidance programme, and peer support for older members, all highlight a member-first approach. A dynamic, lifecycle-based investment strategy with growth-focused portfolios has delivered consistent results over the years, and the fund’s pioneering ethos – it was the first German industrial Pensionsfonds and an early adopter of 2016 reforms to allow greater risk – support Bosch’s high showing in this category.

STRATEGIC TAKEAWAYS

➤ Strong governance and member focus: comprehensive structures drive risk management and engagement

➤ Innovation and leadership: talent development, support programmes, and forward-looking investments set a benchmark

Country

Netherlands

IPE AUM 2024

€ 33,802

IPE Perf 2024 %

SSPF 3.0% - SNPS Portfolio performance: Return 15.5%, Interest 3.5%, Matching -5,0%,
CVP gross 8.8% and CVP net 8.7%.

The judges placed Shell’s Dutch pension fund in joint first position in this category, in recognition of the fund's high-quality governance and forward-thinking approach to member support. Pioneering layers of diversity and succession planning, alongside the Tops talent development programme, ensure both strategic continuity and inclusivity. The fund demonstrates a strong commitment to member engagement through initiatives such as Own It, Care, and Pension Buddy, addressing financial literacy, life-stage support, and peer mentoring. The combination of strategic governance, innovation, and participant focus makes this fund a clear standout.

STRATEGIC TAKEAWAYS

➤ High-quality governance and inclusive talent and succession planning

➤ Prioritises member engagement through tailored, multi-channel support programmes

HIGHLY COMMENDED

Airbus Treasury Corporate Pensions

Judged by

Philippos Mannaris
Rickard Mills
Josef Pilger
Stephan Skaanes