Funding opportunity

Funding opportunity: Mathematical Sciences Early Independence Fellowship

Apply for an early independence fellowship to support your career transition within the Fellowship investment framework. Most of your project’s research novelty must be in EPSRC’s mathematical sciences remit.

You must have:

  • a PhD and postdoctoral experience
  • plans for establishing independence in your own research niche

You must be based at a UK research organisation eligible for EPSRC funding.

The full economic cost (FEC) of your project can be up to £1,250,000. EPSRC will fund 80% of the FEC.

Projects are for up to five years and may be held part-time.

Fellowships with a plus element have an additional focus on enhancing research environment and culture.

Who can apply

This opportunity is open to organisations with standard eligibility. Check if your organisation is eligible.

Engineering and Physical Sciences Research Council (EPSRC) standard eligibility rules apply. For full details, visit EPSRC’s eligibility page.

Applications are welcomed from applicants of all nationalities, including those not currently located in the UK, however, this is subject to the fellowship being based at an eligible UK research organisation.

Who is eligible to apply

To be eligible to apply, you must:

  • have completed a PhD with additional postdoctoral experience or equivalent
  • show early evidence of capability to be a leading and active researcher
  • show evidence of relevant skills, experience, career development and productivity across past appointments

There are no eligibility rules based on years since PhD or whether the applicant currently holds a permanent or open-ended academic position or job role.

Who is not eligible to apply

You are not eligible to apply if:

  • you are an established academic (academics who have demonstrated sustained career independence)
  • you have held a position where you directed the research vision and supervised postdoctoral staff (more than 12 months)
  • you have another application for a UKRI fellowship of this type or an EPSRC new investigator award that is currently being assessed
  • you have part of the fellowship project as a grant application with any organisation and your application is being assessed
  • you have been awarded a comparable fellowship supporting early independence or a new investigator award from any organisation
  • you have secured grants as a project lead, that include support for and leading of research staff such as postdoctoral research associates as this would indicate you have already made the step-change to independence. This excludes Mathematical Sciences Small Grants due to the short-term nature of the grant

We encourage applications from candidates who have taken a non-standard career path after their first degree.

We also welcome applications from candidates who want to move back into research after a career break or any other type of break from active research.

Research organisations

We expect research organisations to actively use an inclusive approach to selecting and maximising the diversity of the candidates they intend to support. UKRI expects that host organisations consider diversity broadly to include discipline, backgrounds, career paths, thought and approach as well as protected characteristics. See more information on good selection processes.

If you are a research organisation, you must:

  • make sure that the experience, aims and aspirations of the applicant are suitable for a fellowship application at this career stage
  • commit to supporting the applicant to ensure their knowledge and expertise in implementing good practice and in creating a modern and inclusive research environment is continually updated
  • identify the additional support you will provide to ensure successful fellowship delivery and opportunities for the applicant to expand or enhance their current role

International researchers

The UKRI-RCN Money Follows Cooperation Agreement does not apply to this funding opportunity. As such grants submitted to this funding opportunity cannot include a Norway-based Project Co-Lead (international).

You should include all international collaborators (or UK partners not based at approved organisations) as project partners.

Resubmissions

We will not accept uninvited resubmissions of projects that have been submitted to UKRI or any other funder.

Find out more about EPSRC’s resubmissions policy.

Equality, diversity and inclusion

We are committed to achieving equality of opportunity for all funding applicants. We encourage applications from a diverse range of researchers.

We support people to work in a way that suits their personal circumstances. This includes:

  • career breaks
  • support for people with caring responsibilities
  • flexible working
  • alternative working patterns

UKRI can offer disability and accessibility support for UKRI applicants and grant holders during the application and assessment process.

What we're looking for

Demand management

Demand management is not currently being applied to this funding opportunity. However, should the level of interest exceed what can be managed within the assessment process, UKRI may introduce limits on the number of applications that can be submitted. Further details will be clearly communicated where this is the case. UKRI encourages organisations to support applicants in preparing well-planned, high-quality applications that are competitive for funding relative to the funding opportunity.

Aim

The aim of the fellowship is to support ambitious and talented researchers in mathematical sciences who have gained a higher research degree and have evidence of career consolidation and productivity across past appointments to:

  • lead their own research plans to establish their own research niche
  • start to build their own research team
  • make the first step-change towards establishing themselves as a leading independent researcher

Scope

Your fellowship must focus on research where the majority of the research novelty lies within our mathematical sciences remit. For more information on the scope of mathematical science at Engineering and Physical Sciences Research Council (EPSRC), please see Mathematical Sciences theme.

Applications where the majority of the research is within the remits of other themes in EPSRC or other research councils will be rejected.

For interdisciplinary projects, this funding opportunity is open for applications for development of novel mathematical and statistical tools to applications. This could include novel combinations of existing mathematical techniques. Application of mature or well-established methodologies into applications is not within remit of this funding opportunity.

For proposals at the interface of Theoretical Physics, Mathematical Physics and Particle Physics, Cosmology and related areas, candidates are advised to read the joint statement between Science and Technology Facilities Council (STFC) and EPSRC.

We will work with other research councils to ensure that applications close to remit boundaries are assessed by the most appropriate lead council.

We encourage you to contact us first if you believe your research may cross research council or research theme boundaries by submitting an EPSRC remit query form.

For more information on the background of this funding opportunity, go to the Additional information section.

Requirements

You must be able to:

  • explain why a fellowship is the best way to support your long-term career goals and chosen career path to become a leading independent researcher in mathematical sciences
  • show evidence of career development and productivity across past appointments
  • demonstrate clear plans to establish your own independent research niche and research plans and start to build your own research team
  • show ambitious and credible ideas for the fellowship to enable a clear step change in your career towards research independence

If your application does not clearly address the requirements, it may be rejected prior to seeking expert reviewer comments.

Successful fellowships can include elements of community engagement and advocacy, research leadership, and drive positive change in the research environment.

For plus applications only

The optional plus component enables you to allocate 20% to 50% of your time spent on the fellowship to create positive change in the research community. You will do this by championing a topic aligned to our aspirations to deliver improvements in research environment in topics such as:

  • equality, diversity and inclusion
  • responsible research and innovation (RRI)
  • public engagement
  • policy, regulatory, economic or social aspects of your research

Duration

The duration of this award is a maximum of five years.

We expect most of our fellows to hold the fellowship for 100% of their time.

If you work part time, you can hold your EPSRC fellowship part time as well, at a minimal level of 50% full time equivalent. In these circumstances, the duration of your fellowship can be extended proportionally to a maximum duration of 10 years.

If you do not work part-time, you may hold our fellowship for between 50% and 100% of your time. This must be clearly justified in your application. However, the total fellowship duration will be fixed at five years.

Funding available

The FEC of your project can be up to £1,250,000.

EPSRC will fund 80% of the FEC.

What we will fund

We will fund:

  • staff costs for the fellow and a small number of research staff, as well as technical staff time as justified by the project
  • visa fees and international health surcharge costs for fellows
  • Equipment (between £25,000 to £400,000 per item)
  • other items required to carry out the project
  • costs related to impact
  • travel and subsistence
  • training activities

Quotes for equipment do not need to be included in your application, but please retain quotes for equipment costing more than £138,000 as we may ask for these at post-panel stage before releasing funds. For details of how to include equipment in your application see Equipment on research grants.

What we will not fund

We will not fund:

  • costs for PhD studentships
  • publication costs
  • funding to use as a ‘bridge’ between grants
  • costs for mentors
  • costs for senior staff included under any role

Supporting skills and talent

We encourage you to follow the principles of the Concordat to Support the Career Development of Researchers and the Technician Commitment.

Trusted Research and Innovation (TR&I)

UKRI is committed in ensuring that effective international collaboration in research and innovation takes place with integrity and within strong ethical frameworks. Trusted Research and Innovation (TR&I) is a UKRI work programme designed to help protect all those working in our thriving and collaborative international sector by enabling partnerships to be as open as possible, and as secure as necessary. Our TR&I Principles set out UKRI’s expectations of organisations funded by UKRI in relation to due diligence for international collaboration.

As such, applicants for UKRI funding may be asked to demonstrate how their proposed projects will comply with our approach and expectation towards TR&I, identifying potential risks and the relevant controls you will put in place to help proportionately reduce these risks.

See further guidance and information about TR&I, including where applicants can find additional support.

How to apply

We are running this funding opportunity on the new UK Research and Innovation (UKRI) Funding Service so please ensure that your organisation is registered. You cannot apply on the Joint Electronic Submissions (Je-S) system.

The fellow is responsible for completing the application process on the Funding Service, but we expect all team members and project partners to contribute to the application.

Only the lead research organisation can submit an application to UKRI.

To apply

Select ‘Start application’ near the beginning of this Funding finder page.

  1. Confirm you are the fellow.
  2. Sign in or create a Funding Service account. To create an account, select your organisation, verify your email address, and set a password.
  3. Answer questions directly in the text boxes. You can save your answers and come back to complete them or work offline and return to copy and paste your answers. If we need you to upload a document, follow the upload instructions in the Funding Service. All questions and assessment criteria are listed in the How to apply section on this Funding finder page.
  4. Allow enough time to check your application in ‘read-only’ view before sending to your research office.
  5. Send the completed application to your research office for checking. They will return it to you if it needs editing.
  6. Your research office will submit the completed and checked application to UKRI.

Please be aware that research office and finance teams undertake checks on hosting arrangements and financial eligibility. The ultimate responsibility for ensuring compliance with all opportunity requirements lies with the applicant.

Where indicated, you can also demonstrate elements of your responses in visual form if relevant.

When including images, you must:

  • provide a descriptive caption or legend for each image immediately underneath it (this must be outside the image and counts towards your word limit)
  • insert each new image onto a new line
  • use files smaller than 5MB and in JPEG, JPG, JPE, JFI, JIF, JFIF, PNG, GIF, BMP or WEBP format

Images should only be used to convey important visual information that cannot easily be put into words. The following are not permitted, and your application will be rejected if you include:

  • sentences or paragraphs of text
  • tables
  • excessive quantities of images

A few words are permitted where the image would lack clarity without the contextual words, such as a diagram, where text labels are required for an axis or graph column.

For more guidance on the Funding Service, see:

References

References should be included within the word count of the appropriate question section. You should use your discretion when including references and prioritise those most pertinent to the application.

Hyperlinks can be used in reference information. When including references, you should consider how your references will be viewed and used by the assessors, ensuring that:

  • references are easily identifiable by the assessors
  • references are formatted as appropriate to your research
  • persistent identifiers are used where possible

General use of hyperlinks

Applications should be self-contained. You should only use hyperlinks to link directly to reference information. You must not include links to web resources to extend your application. Assessors are not required to access links to conduct assessment or recommend a funding decision.

Generative artificial intelligence (AI)

Use of generative AI tools to prepare funding applications is permitted, however, caution should be applied.

For more information see our policy on the use of generative AI in application and assessment.

Deadline

This funding opportunity is always open, with no closing date, so there is no specific deadline for applications.

Due to system limitations, a closing date will appear on the Funding Service. Please disregard this date while preparing your application and submit it when you are ready.

We intend to batch applications for assessment twice a year. To ensure you are included within a particular batch, you should submit your application by 4pm on 30 September or 30 April. We aim to get the outcome to you within 9 months of these dates. Whilst we make efforts to achieve this, timings will be subject to the peer review process.

Following the submission of your application to the funding opportunity, your application cannot be changed, and submitted applications will not be amended. If your application does not follow the guidance, it may be rejected.

If your application is rejected and invited for resubmission, you will be assessed in the batch your resubmission is received in, rather than from the date of your original application.

If an application is withdrawn prior to peer review or office rejected due to substantive errors in the application, then you will need to submit a new application.

Personal data

Processing personal data

Engineering and Physical Sciences Research Council (EPSRC), as part of UKRI, will need to collect some personal information to manage your Funding Service account and the registration of your funding applications.

We will handle personal data in line with UK data protection legislation and manage it securely. For more information, including how to exercise your rights, read our privacy notice.

Sensitive information

If you or a core team member need to tell us something you wish to remain confidential, email tfschangeepsrc@epsrc.ukri.org

Include in the subject line: [the funding opportunity title; sensitive information; your Funding Service application number].

Typical examples of confidential information include:

  • individual is unavailable until a certain date (for example due to parental leave)
  • declaration of interest
  • additional information about eligibility to apply that would not be appropriately shared in the ‘Applicant and team capability’ section
  • conflict of interest for UKRI to consider in reviewer or panel participant selection
  • the application is an invited resubmission
  • that you have requested reasonable adjustment costs, which is why the total costs exceeds the stated limit for the opportunity

For information about how UKRI handles personal data, read UKRI’s privacy notice.

Institutional matched funding

There is no requirement for matched funding from the institutions hosting the project lead, project co-leads or other staff employed on the application, beyond the standard 20% FEC. Expert reviewers and panels assessing UKRI funding applications must not consider levels of institutional matched funding as a factor on which to base recommendations. Direct and in-kind contributions from third party project partners are encouraged.

This policy does not remove the need for support from host organisations who must provide the necessary research environment and infrastructure for award-specific activities funded by UKRI. For example, research facilities, training and development of staff.

Publication of outcomes

EPSRC, as part of UKRI, will publish the outcomes of this funding opportunity at EPSRC Funding Applications Outcomes.

If your application is successful, we will publish some personal information on the UKRI Gateway to Research.

Summary

Word limit: 550

In plain English, provide a summary we can use to identify the most suitable experts to assess your application.

We usually make this summary publicly available on external-facing websites, therefore do not include any confidential or sensitive information. Make it suitable for a variety of readers, for example:

  • opinion-formers
  • policymakers
  • the public
  • the wider research community

Guidance for writing a summary

Clearly describe your proposed work in terms of:

  • context
  • the challenge the project addresses
  • aims and objectives
  • potential applications and benefits

Core team

List the key members of your team and assign them roles from the following:

  • fellow
  • project co-lead (UK) (PcL)
  • specialist
  • professional enabling staff
  • research and innovation associate
  • technician
  • visiting researcher

Only list one individual as fellow.

For fellowships, the role of fellow will be responsible for intellectual leadership and management (equivalent to project lead). You can only list one fellow on the application.

We generally do not allow project co-leads to be named on fellowship applications. This is because a fellowship is an individual award for an applicant, based on their individual circumstances and career.

We would only consider project co-leads on a fellowship application if they are contributing expertise that is not available in the skillset of the fellow and such expertise is essential to the success of the fellowship.

In all cases, the project co-lead would not be permitted to take over the operation of the fellowship if the fellow leaves the project.

UKRI has introduced a new addition to the ‘Specialist’ role type. Public contributors such as people with lived experience can now be added to an application.

Find out more about UKRI’s core team roles in funding applications.

Vision and Approach

Create a document that includes your responses to all criteria. The document should not be more than seven sides of A4, single spaced in paper in 11-point Arial (or equivalent sans serif font) with margins of at least 2cm. You may include images, graphs, tables. References may be included within this page limit but should not exceed 1 page of your document. You can have an additional page for a diagrammatic workplan.

For the file name, use the unique Funding Service number the system gives you when you create an application, followed by the words ‘Vision and Approach’.

Save this document as a single PDF file, no bigger than 8MB. Unless specifically requested, do not include any sensitive data within the attachment.

If the attachment does not meet these requirements, the application will be rejected.

The Funding Service will provide document upload details when you apply.

What are you hoping to achieve with and how are you going to deliver your proposed work?

What the assessors are looking for in your response

For the Vision, explain how your proposed work:

  • is of excellent quality and importance within or beyond the field(s) or area(s)
  • has the potential to advance current understanding, or generate new knowledge, thinking or discovery within or beyond the field or area of its focus
  • is timely, given current trends, context, and needs
  • impacts world-leading research, society, the economy or the environment
  • supports wider capacity development in the field(s) or area(s) of focus

For the Approach, explain how you have designed your work so that it:

  • is effective and appropriate to achieve your objectives
  • is feasible, and comprehensively identifies any risks to delivery and how you will manage them
  • uses a clearly written and transparent methodology (if applicable)
  • summarises the previous work and describes how you will build on and progress this work (if applicable)
  • will maximise translation of outputs into outcomes and impacts

Within the Approach section we also expect you to:

  • provide a detailed and comprehensive project plan, including milestones and timelines in the form of a chart or diagram

Applicant capability to deliver

Word limit: 1,650

Why are you the right individual to successfully deliver the proposed work?

What the assessors are looking for in your response

Evidence of how you have:

  • the relevant experience (appropriate to career stage) to make best use of the benefits presented by this funding opportunity to develop your career
  • the right balance of skills and aptitude to deliver the proposed work
  • contributed to developing a positive research environment and wider community
  • the appropriate team working or leadership skills (appropriate to career stage)

You may demonstrate elements of your responses in visual form if relevant. Further details are provided in the Funding Service.

The word count for this section is 1,650 words, 1,150 words to be used for Résumé for Research and Innovation (R4RI) modules (including references) and, if necessary, a further 500 words for Additions.

Use the R4RI format to showcase the range of relevant skills you have and how this will help to deliver the proposed work. You can include specific achievements, contributions from collaborators (if applicable) and choose past contributions that best evidence your ability to deliver this work.

Complete this section using the R4RI module headings. You should use each heading once, see the UKRI guidance on R4RI. You should consider how to balance your answer, and emphasise where appropriate the key skills you bring:

  • contributions to the generation of new ideas, tools, methodologies, or knowledge
  • the development of others and maintenance of effective working relationships
  • contributions to the wider research and innovation community
  • contributions to broader research or innovation, users and audiences, and towards wider societal benefit

Additions

Provide any further details relevant to your application. This section is optional and can be up to 500 words. You should not use it to describe additional skills, experiences, or outputs, but you can use it to describe any factors that provide context for the rest of your R4RI (for example, details of career breaks if you wish to disclose them).

You should complete this section as a narrative. Do not format it like a CV.

References may be included within this section.

The roles in funding applications policy has descriptions of the different project roles.

Career development

Word limit: 1,000

Why is this fellowship the right way to develop your career and how will you use it to benefit others?

What the assessors are looking for in your response

Ensure that you have identified:

  • career development goals appropriate to the fellowship funding opportunity
  • how the fellowship will provide a feasible and appropriate trajectory for your personal development and to achieve your stated career development goals (as appropriate to your career stage and field)
  • how you will instigate positive change in the wider research and innovation community, for example through Equality Diversity and Inclusion (EDI), advocacy or advisory roles, stakeholder engagement, participation in expert review, influencing policy, public engagement, or outreach

Within the Career development section we also expect you to describe:

  • how you will ensure continued research and professional development in those you will be managing on the project, to have a positive research and innovation experience, with opportunities or support to progress their own careers (useful links Concordat to Support the Career Development of Researchers and Technician Commitment)
  • what mentoring arrangements are proposed and how they are appropriate to you
  • how the proposed work will provide a feasible and appropriate trajectory for you to acquire additional skills, like research, leadership, communication and management

Creating a positive change in the research community by championing an identified topic (Plus only)

Word limit: 1,100

How will you champion your proposed plus component topic to create a positive change in the research community?

What the assessors are looking for in your response

Given you have allocated time within your fellowship to create a positive change in the research environment, use the text box to explain how you have:

  • identified the area you intend to champion for your programme
  • considered your current knowledge of the modern research environment and how you will develop yourself further to deliver your proposed work
  • explained the timeliness and relevance of your chosen area
  • explained the objectives of your plus component in this context
  • planned to implement these objectives, including your ability to be an advocate for this area and to influence

You may demonstrate elements of your responses in visual form if relevant. Further details are provided in the Funding Service.

References may be included within this section.

Host organisation support

Word limit: 1,000

How will the host organisation support your fellowship?

What the assessors are looking for in your response

Ensure the head of department of the host organisation provides you with a supporting statement, that includes:

  • evidence detailing how the host will support you, as appropriate for your career development and the vision and approach of the fellowship
  • who you have engaged with in your host organisation (name and role)
  • how your research environment will contribute to the success of the work, in terms of suitability of the host organisation and strategic relevance to the project
  • how the host organisation will ensure your time commitment to the fellowship is protected
  • what development and training opportunities will be provided and how they form a cohesive career development package tailored to your aims and aspirations
  • what financial or practical support, such as access to the appropriate services, facilities, infrastructure, or equipment, is being provided and how this strengthens your application

Resources and cost justification

Word limit: 1,000

What will you need to deliver your proposed work and how much will it cost?

What the assessors are looking for in your response

Justify the application’s more costly resources, in particular:

  • project staff
  • significant travel for field work or collaboration
  • any equipment that will cost more than £25,000
  • any consumables beyond typical requirements, or that are required in exceptional quantities
  • all facilities and infrastructure costs
  • training costs
  • all resources that have been costed as ‘Exceptions’

You can request costs associated with reasonable adjustments where they increase as a direct result of working on the project. For further information see Disability and accessibility support for UKRI applicants and grant holders. Where a funding limit is imposed on the opportunity, requested costs for reasonable adjustments may exceed the maximum funding amount. If this is the case, please use the Sensitive Information section so we are aware this is why the maximum funding amount has been exceeded.

Assessors are not looking for detailed costs or a line-by-line breakdown of all project resources. Overall, they want you to demonstrate how the resources you anticipate needing for your proposed work:

  • are comprehensive, appropriate, and justified
  • represent the optimal use of resources to achieve the intended outcomes
  • maximise potential outcomes and impacts

Ethics and responsible research and innovation (RRI)

Word limit: 500

What are the ethical and RRI considerations, implications and issues relating to the proposed work? If you do not think that the proposed work raises any ethical or RRI issues, explain why.

What the assessors are looking for in your response

Demonstrate that you have identified and evaluated:

  • the relevant ethical and RRI considerations, including both the research or topic area itself and the design and delivery of the project
  • the wider implications of the proposed work, and how you will maximise the positive societal, environmental, and economic benefits arising from the project, whilst minimising unintended negative impacts, such as research misuse or accidental harm
  • how you will manage these considerations throughout the lifecycle of the project

If you are collecting or using data you should identify:

  • any legal and ethical considerations of collecting, releasing and storing the data (including consent, confidentiality, anonymisation, security and other ethical considerations and, in particular, strategies to not preclude further re-use of data)
  • formal information standards that your proposed work will comply with

Additional sub-questions (to be answered only if appropriate) relating to research involving:

  • animals
  • human participants
  • genetically modified organisms

You may demonstrate elements of your responses in visual form if relevant. Further details are provided in the Funding Service.

Please refer to the UKRI position statement on funding ethical research and Responsible innovation for more information around our expectations on ethical and responsible research and innovation.

Animal involvement and “3Rs”

You must complete this section about how your proposed project will involve or impact animals.

If your project does not involve or impact animals, you must confirm this on the next page.

You may be asked about:

  • what animals you are involving
  • the severity of the procedures you are using
  • where the procedures will take place
  • welfare standards you aim to meet
  • the relevance of your project to the development, validation or dissemination of the 3Rs

You may also need to download, complete, and upload at least one set of additional questions. You will be told how to do this towards the end of this section.

To complete this section and check whether your project is in the scope of the questions, refer to the UKRI policy for research and innovation involving animals.

What counts as an animal

UKRI policy relates to all animals in the Kingdom Animalia, including vertebrates and invertebrates.

Genetically modified organisms and biological risk

You must complete this section if your project will include genetically modified organisms or genetic technologies.

If you project does not involve genetically modified organisms or genetic technologies, you must confirm this on the next page.

You may be asked about:

  • the type of organism your project will involve and the procedures your project will include
  • the intended use of the organism or genetic technology
  • the genetic, biological and environmental risks of your project

For more information, see UKRI’s guidance on genetic technologies.

Human participation in health-related research

You must complete this section about whether your project will include human participation.

If your project does not involve human participation, you must confirm this on the next page.

You may be asked about:

  • what type of human participation your project includes
  • the project design for human participation
  • the phase of the clinical trial
  • whether the project will be in an NHS setting, if so, how the project will be registered
  • whether diversity and inclusion will be considered

For more information, see UKRI’s guidance for human participants in research.

Applicant fit to the funding opportunity

Word limit: 500

How do you consider yourself eligible for this funding opportunity?

What the assessors are looking for in your response

Give a clear description of why you are eligible for funding through this funding opportunity and according to the specific expectations of the council to which you are applying. In your response you should confirm that you meet the scheme criteria for career stage and that you:

  • have completed a PhD with additional post-PhD experience or equivalent
  • are not an established academic (academics who have demonstrated sustained career independence)
  • have not held a position where you directed the vision of a research group, with experience supervising postdoctoral staff (more than 12 months) and shaping research direction
  • do not have another application for a UKRI fellowship of this type or an Engineering and Physical Sciences Research Council (EPSRC) new investigator award that is currently being assessed
  • do not have part of the fellowship project as a grant application with any organisation and your application is being assessed
  • have not been awarded a comparable fellowship supporting early independence or a new investigator award from any organisation
  • have not secured grants as a project lead, that include support for and leading of research staff such as postdoctoral research associates as this would indicate you have already made the step-change to independence. This excludes Mathematical Sciences Small Grants due to the short-term nature of the grant.

Project partners

Add details about any project partners’ contributions. If there are no project partners, you can indicate this on the Funding Service.

A project partner is a collaborating organisation who will have an integral role in the proposed research. This may include direct contributions for example cash, donated equipment and resources, or staff seconded to the project, or indirect and in-kind contributions for example use of project partner’s equipment, datasets, or facilities. Project partners may be in industry, academia, third sector or government organisations in the UK or overseas, including partners based in the EU.

Add the following project partner details:

  • the organisation name and address (searchable via a drop-down list or enter the organisation’s details manually, as applicable)
  • the project partner contact name and email address
  • the type of contribution (direct or indirect) and its monetary value

If a detail is entered incorrectly and you have saved the entry, remove the specific project partner record and re-add it with the correct information.

For audit purposes, UKRI requires formal collaboration agreements to be put in place if an award is made.

Project partners: letters (or emails) of support

Upload a single PDF containing the letters or emails of support from each partner you named in the project partners section. These should be uploaded in English or Welsh only.

What the assessors are looking for in your response

Enter the words ‘attachment supplied’ in the text box, or if you do not have any project partners enter N/A. Each letter or email you provide should:

  • confirm the partner’s commitment to the project
  • clearly explain the value, relevance, and possible benefits of the work to them
  • describe any additional value that they bring to the project
  • have a page limit of two sides A4 per partner

The Funding Service will provide document upload details when you apply.

If you do not have any project partners, you will be able to indicate this in the Funding Service.

Ensure you have prior agreement from project partners so that, if you are offered funding, they will support your project as indicated in the project partners’ section.

For audit purposes, UKRI requires formal collaboration agreements to be put in place if an award is made.

Facilities

Word limit: 250

Does your proposed research require the support and use of a facility?

What the assessors are looking for in your response

If you will need to use a facility, follow your proposed facility’s normal access request procedures. Ensure you have prior agreement so that if you are offered funding, they will support the use of their facility on your project.

For each requested facility you will need to provide the:

  • name of facility, copied and pasted from the facility information list (DOCX, 42KB)
  • proposed usage or costs, or costs per unit where indicated on the facility information list
  • confirmation you have their agreement where required

Facilities should only be named if they are on the facility information list above. If you will not need to use a facility, you will be able to indicate this in the Funding Service.

Trusted Research and Innovation (TR&I)

Trusted Research and Innovation is the protection of the UK’s intellectual property, sensitive research, people, and infrastructure from potential theft, misuse, and exploitation.

Organisations receiving UKRI funding are obliged to act in line with UK government legislation. They are also expected to undertake appropriate due diligence assessments of organisations involved in research partnerships, collaboration agreements, and commercial contracts.

You will be asked about:

  • which areas of the National Security and Investment (NSI) Act your project relates to
  • who you intend to collaborate with and how
  • if your project requires an export control licence

Your answers may affect the T&Cs of your funding agreement if you are successful. We may use your answers to determine that our current T&Cs are sufficient or if additional T&Cs are required.

How we will assess your application

Assessment process

We will assess your application using the following process.

Expert review

We will invite experts to review your application independently, against the specified criteria for this funding opportunity.

You will not be able to nominate reviewers for applications on the new UK Research and Innovation (UKRI) Funding Service. Research councils will continue to select expert reviewers.

Panel

Following expert review, we will invite peers to use the evidence provided by reviewers and your applicant response to assess the quality of your application and rank it alongside other applications. You will be invited to an interview if your application is ranked sufficiently highly at this stage.

For more information on how we prioritise applications for funding please visit How we make decisions.

Interview

For shortlisted applications, an expert interview panel will conduct interviews with applicants after which the panel will make a funding recommendation.

You will be provided with details of the interview, including format and date, at least a month before the interview date.

You may expect that peer review will focus primarily on the ‘scientific/technical/operational’ aspects of your application, and the interview stage around the ‘person/skills-based’ aspects. However, please be aware that you may be reviewed on any aspect of your application at any peer review stage. Equal weighting is placed on each assessed part of the TFS question set.

Engineering and Physical Sciences Research Council (EPSRC) will make the final funding decision.

Timescale

We intend to batch applications for assessment twice a year. To ensure you are included within a particular batch, you should submit your application by 4pm on 30 September or 30 April each year. We aim to get the outcome to you within 9 months of these dates. Whilst we make efforts to achieve this, timings will be subject to the peer review process.

Feedback

We do not provide feedback for our fellowship scheme applications.

Principles of assessment

We support the San Francisco declaration on research assessment and recognise the relationship between research assessment and research integrity.

Find out about the UKRI principles of assessment and decision making.

Using generative artificial intelligence (AI) in expert review

Reviewers and panellists are not permitted to use generative AI tools to develop their assessment, including to correct language, spelling, grammar and formatting. Using these tools can potentially compromise the confidentiality of the ideas that applicants have entrusted to UKRI to safeguard.

For more detail see our policy on the use of generative AI.

We reserve the right to modify the assessment process as needed.

Assessment areas

The assessment areas we will use are:

  • vision
  • approach
  • applicant capability to deliver
  • career development
  • creating a positive change in the research community by championing an identified topic (plus fellowships only)
  • your organisation’s support
  • resources and cost
  • ethics and responsible research and innovation

Find details of assessment questions and criteria under the ‘Application questions’ heading in the ‘How to apply’ section.

Contact details

Get help with your application

If you have a question and the answers aren’t provided on this page

The helpdesk is committed to helping users of the UK Research and Innovation (UKRI) Funding Service as effectively and as quickly as possible. In order to manage cases at peak volume times, the helpdesk will triage and prioritise those queries with an imminent opportunity deadline or a technical issue. Enquiries raised where information is available on the Funding finder opportunity page and should be understood early in the application process (for example, regarding eligibility, content or remit of a funding opportunity) will not constitute a priority case and will be addressed as soon as possible.

Contact details

For help and advice on costings and writing your proposal please contact your research office in the first instance, allowing sufficient time for your organisation’s submission process.

For questions related to this specific funding opportunity please contact maths@epsrc.ukri.org

Any queries regarding the system or the submission of applications through the Funding Service should be directed to the helpdesk.

Email: support@funding-service.ukri.org
Phone: 01793 547490

Our phone lines are open:

  • Monday to Thursday 8:30am to 5:00pm
  • Friday 8:30am to 4:30pm

To help us process queries quicker, we request that users highlight the council and opportunity name in the subject title of their email query, include the application reference number, and refrain from contacting more than one mailbox at a time.

For further information on submitting an application read How applicants use the Funding Service.

Additional info

Background

Differences between a career development fellowship and a new investigator award

New investigator awards aim to support individuals seeking to transition to independence through their first grant as a project lead (formerly principal investigator) and clear host institution support.

The time spent on the new investigator award should be combined with a portfolio of other activities, such as:

  • teaching
  • administration duties
  • other time spent in faculty
  • time spent on other research grants

This list is not exhaustive.

A career development fellowship is a personal award that aims to support individuals seeking to transition to independence through protected research time and an ambitious programme of research training and personal career development.

You cannot apply concurrently for a career development fellowship and a new investigator award. Given both awards support the transition to independence, you cannot apply for a new investigator award if you have held a career development fellowship and vice versa.

Fellowship investment framework

UK Research and Innovation (UKRI) has launched the new fellowship investment framework. You are therefore advised to carefully read all the guidance we have provided before submitting your application.

Available funding for the scheme

While there is no fixed allocation for this scheme, we expect to be able to fund around four early independence fellowships a year based on the expected Mathematical Sciences theme budget.

Research and innovation impact

Impact can be defined as the long-term intended or unintended effect research and innovation has on society, economy and the environment; to individuals, organisations, and the wider global population.

Global Talent visa

Fellows are eligible for a Global Talent visa under the ‘exceptional promise’ category for future research leaders.

Research disruption due to COVID-19

We recognise that the COVID-19 pandemic has caused major interruptions and disruptions across our communities. We are committed to ensuring that individual applicants and their wider team, including partners and networks, are not penalised for any disruption to their career, such as:

  • breaks and delays
  • disruptive working patterns and conditions
  • the loss of ongoing work
  • role changes that may have been caused by the pandemic

Reviewers and panel members will be advised to consider the unequal impacts that COVID-19 related disruption might have had on the capability to deliver and career development of those individuals included in the application. They will be asked to consider the capability of the applicant and their wider team to deliver the research they are proposing.

Where disruptions have occurred, you can highlight this within your application if you wish, but there is no requirement to detail the specific circumstances that caused the disruption.

Supporting documents

Equality impact assessment (PDF, 364KB)

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