The grants can be used for a wide variety purposes relating to the applicant’s research or programme of studies. Applications must be made for a specific purpose such as to pay for research materials, survey costs for primary research, hardware or software, as well as for course or other fees at undergraduate or graduate level.

Awards also can be used to assist with payment of fees for undergraduate or post graduate courses specialising in pensions-related topics at universities and other recognised educational institutions based in Europe.

To apply the Trust’s application form must be completed and sent to the Trust, where it will be reviewed by the Advisory Committee and the Trustees.  The applicant will be notified of the outcome.

Those awarded grants will be asked by the Trust to agree to provide a regular annual update on the progress they are making.  At the completion of their studies and research or at another appropriate time, those awarded grants must agree to publish and disseminate their research findings.

The Trustees undertake to play what part they reasonably can in the publication and dissemination of research and study findings, in particular through their connections with IPE, publishers of Investment and Pensions Europe and other publications and websites.  The Trustees will also do what they can to encourage others to publish and publicise the results of any research and study supported.