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Jean Cater, Assistant Director
“…. scholarships for
research and
education….”
Largely funding
research in the UK
higher education
sector: people and their
direct research costs
not overheads or FEC
William Hesketh Lever (1851-1925)
The Leverhulme Trust Board
Eight members of Unilever senior management
from diverse, international backgrounds
The Trust is an independent and autonomous
charity
Meets 4 times a year for decisive discussion to
award grants
Has experience of identifying potential and quality
Is resistant to academic fashion
Relies on expert peer review
Facts and Figures
Up to £70 millions distributed as grants each year
Across 15 funding schemes
More than 4,000 applications received each year
 Approximately 1,500 live awards at any time
Office staff of 14
Grants
 Research Programmes: up to £1.75M for up to 5
years on themes: e.g. The Nature of Knots and
Innovation for Sustainable Living
 Research Project Grants: up to £500K and up to 5
years
For both, at least 75% of the costs to be spent on
research staff (research assistants, doctoral
students) and up to 25% on associated costs
Fellowships
 Study Abroad Studentships: 1 or 2 years for
postgraduate study/research abroad
 Early Career: 3 years for those within 5 years of a
doctorate - matching funding with host institution
 Research: up to 2 years for established researchers,
£45,000, replacement costs/research expenses
 International Academic Fellowships: up to 1 year for
academic staff, £30,000, replacement costs/research
expenses
 Major Research: 2 or 3 years, for distinguished
researchers in humanities/social sciences, funding a
replacement post during the award
 Emeritus: up to 2 years for retired academics,
£22,000, research expenses
Other awards
 International Networks: normally up to £125k and up to
3 years. Explicit justification for why a network is
the best mechanism for addressing the chosen
research theme
 Visiting Professorships: 3-12 months for distinguished
overseas academics to enhance the skills of the UK
host institution
 Philip Leverhulme Prizes: six subject areas every year,
up to £100k for outstanding early-mid career scholars
 Artists in Residence – contrasting disciplines
relaunching April 2014
 One triennial major initiative:
Doctoral Scholarships (2014)
Arts Scholarships (2015)
Research Leadership Awards (2016)
How to apply…
 A two-stage process for Research Project Grants and
International Networks - c. 1000 Outline Applications
received annually → peer review - c. 12 weeks to
process – no closing dates.
 If a positive recommendation (c. 50% success rate) this
leads to an invitation to submit a Detailed Application (3
deadlines: September, December, March).
 Detailed applications submitted to peer review
(nominated and independent referees) → decisions by
Trust Board (c. 40% success rate). Overall c. 25%
success rate.
 All other schemes have a one-stage application
process, normally annually, with decisions delegated to
expert panels and subject to due scrutiny by the Trust
Board.
We do not fund…
Medical research of direct relevance to clinicians, health
professionals and/or the pharmaceutical industry
Policy-driven research where the principal objective is to
assemble an evidence base for immediate policy
initiatives
Research of which advocacy forms an explicit
component
Research which is aimed principally at an immediate
commercial application
Applications in which the balance between assembling
a data bank or data base and the related subsequent
research is heavily inclined to the former
Particular weight is given to ...
The originality of the proposed work beyond incremental
development and beyond the immediate subject
Research which reflects the personal vision and
enthusiasm of the applicant
The removal of barriers between traditional disciplines
Intellectual curiosity and the willingness to take
appropriate risks
Fresh directions and departures from existing working
practices of the applicant or discipline
The responsive mode, where the choice of topic lies with
the applicant: no preferred areas
To sum up…
 The Trust wants to support high-quality scholarship/
original research
 Many awards support basic, fundamental (“blue
skies”) research and cross-disciplinary (or multi)
projects
 A sound methodology is crucial, clearly expressed,
with a clear strategy for the proposed outcomes
 Why the Leverhulme Trust? Could/would/should this
work be funded elsewhere? Maybe a bid is not for
the Trust!
 We rely on robust peer review by the global
academic community: choose referees wisely!
 All disciplines are eligible, but the Trust avoids
assuming the tasks of other specialist agencies, e.g.
medicine and RC priority areas
Common errors…
 Claims to quality or significance measured by
metrics/”impact”/H-indices/institutional standing
 The supposition of a hidden agenda/quota system –
all eligible subjects are considered equally valid
 A failure to write in transparent terminology: avoid
jargon and use language for the lay person where
asked to do so!
 A overly-detailed review of the literature and a lack
of a clear definition of the research idea or design -
why it is of interest, what and how it will be done
 Inadequate planning: hastily prepared, poorly
thought-through, mis-spelt applications
Examples of recent grants ...
 Shelled heteropods: morphology, taxonomy and
distributions
 Connecting the high and low energy views of the Milky
Way
 The medieval parish churches of Norwich
 Tolerating tigers: do local beliefs offset human-carnivore
conflicts?
 Travel and communication in Anglo-Saxon England
 Hecke algebras and Kac-Moody groups
 Childhood and nation in world cinema
 Instabilities in partially ionised prominence plasmas
Contact details
1 Pemberton Row
London
EC4A 3BG
Tel: 020 7042 9888
www.leverhulme.ac.uk
https://twitter.com/LeverhulmeTrust

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Leverhulme Presentation, June 2014

  • 2. “…. scholarships for research and education….” Largely funding research in the UK higher education sector: people and their direct research costs not overheads or FEC William Hesketh Lever (1851-1925)
  • 3. The Leverhulme Trust Board Eight members of Unilever senior management from diverse, international backgrounds The Trust is an independent and autonomous charity Meets 4 times a year for decisive discussion to award grants Has experience of identifying potential and quality Is resistant to academic fashion Relies on expert peer review
  • 4. Facts and Figures Up to £70 millions distributed as grants each year Across 15 funding schemes More than 4,000 applications received each year  Approximately 1,500 live awards at any time Office staff of 14
  • 5. Grants  Research Programmes: up to £1.75M for up to 5 years on themes: e.g. The Nature of Knots and Innovation for Sustainable Living  Research Project Grants: up to £500K and up to 5 years For both, at least 75% of the costs to be spent on research staff (research assistants, doctoral students) and up to 25% on associated costs
  • 6. Fellowships  Study Abroad Studentships: 1 or 2 years for postgraduate study/research abroad  Early Career: 3 years for those within 5 years of a doctorate - matching funding with host institution  Research: up to 2 years for established researchers, £45,000, replacement costs/research expenses  International Academic Fellowships: up to 1 year for academic staff, £30,000, replacement costs/research expenses  Major Research: 2 or 3 years, for distinguished researchers in humanities/social sciences, funding a replacement post during the award  Emeritus: up to 2 years for retired academics, £22,000, research expenses
  • 7. Other awards  International Networks: normally up to £125k and up to 3 years. Explicit justification for why a network is the best mechanism for addressing the chosen research theme  Visiting Professorships: 3-12 months for distinguished overseas academics to enhance the skills of the UK host institution  Philip Leverhulme Prizes: six subject areas every year, up to £100k for outstanding early-mid career scholars  Artists in Residence – contrasting disciplines relaunching April 2014  One triennial major initiative: Doctoral Scholarships (2014) Arts Scholarships (2015) Research Leadership Awards (2016)
  • 8. How to apply…  A two-stage process for Research Project Grants and International Networks - c. 1000 Outline Applications received annually → peer review - c. 12 weeks to process – no closing dates.  If a positive recommendation (c. 50% success rate) this leads to an invitation to submit a Detailed Application (3 deadlines: September, December, March).  Detailed applications submitted to peer review (nominated and independent referees) → decisions by Trust Board (c. 40% success rate). Overall c. 25% success rate.  All other schemes have a one-stage application process, normally annually, with decisions delegated to expert panels and subject to due scrutiny by the Trust Board.
  • 9. We do not fund… Medical research of direct relevance to clinicians, health professionals and/or the pharmaceutical industry Policy-driven research where the principal objective is to assemble an evidence base for immediate policy initiatives Research of which advocacy forms an explicit component Research which is aimed principally at an immediate commercial application Applications in which the balance between assembling a data bank or data base and the related subsequent research is heavily inclined to the former
  • 10. Particular weight is given to ... The originality of the proposed work beyond incremental development and beyond the immediate subject Research which reflects the personal vision and enthusiasm of the applicant The removal of barriers between traditional disciplines Intellectual curiosity and the willingness to take appropriate risks Fresh directions and departures from existing working practices of the applicant or discipline The responsive mode, where the choice of topic lies with the applicant: no preferred areas
  • 11. To sum up…  The Trust wants to support high-quality scholarship/ original research  Many awards support basic, fundamental (“blue skies”) research and cross-disciplinary (or multi) projects  A sound methodology is crucial, clearly expressed, with a clear strategy for the proposed outcomes  Why the Leverhulme Trust? Could/would/should this work be funded elsewhere? Maybe a bid is not for the Trust!  We rely on robust peer review by the global academic community: choose referees wisely!  All disciplines are eligible, but the Trust avoids assuming the tasks of other specialist agencies, e.g. medicine and RC priority areas
  • 12. Common errors…  Claims to quality or significance measured by metrics/”impact”/H-indices/institutional standing  The supposition of a hidden agenda/quota system – all eligible subjects are considered equally valid  A failure to write in transparent terminology: avoid jargon and use language for the lay person where asked to do so!  A overly-detailed review of the literature and a lack of a clear definition of the research idea or design - why it is of interest, what and how it will be done  Inadequate planning: hastily prepared, poorly thought-through, mis-spelt applications
  • 13. Examples of recent grants ...  Shelled heteropods: morphology, taxonomy and distributions  Connecting the high and low energy views of the Milky Way  The medieval parish churches of Norwich  Tolerating tigers: do local beliefs offset human-carnivore conflicts?  Travel and communication in Anglo-Saxon England  Hecke algebras and Kac-Moody groups  Childhood and nation in world cinema  Instabilities in partially ionised prominence plasmas
  • 14. Contact details 1 Pemberton Row London EC4A 3BG Tel: 020 7042 9888 www.leverhulme.ac.uk https://twitter.com/LeverhulmeTrust