Engagement, Research, and Policy Resources

To make our vision a reality, we provide individual savers, institutional investors, and policy-makers in the UK and Europe with the information they need to act.

Since 2005, our independent and expert research has formed the backbone of our movement. We ensure savers are informed to approach their providers constructively, we equip investors with the resources needed to engage the world’s largest companies, and we influence the policy debate to reprogramme the investment industry itself.

For savers For investors For policy-makers

Resources for savers

We provide resources and training to help individual pension savers better understand the investment system and their role within it, as well as the tools to reprogramme the status quo of the corporate world and investment system.


Our feature resource for savers

Mission: Pension Power

This is our easy to use Pension Power toolkit. This guide will enable you to use the power of your pension to create change through the investment system on the issues that matter to you, from climate change to fair pay.

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Our latest resources for savers

Pensions for the Next Generation: Communicating What Matters

17 March 2018

This report explores the opportunity to shift the attitudes of young British savers towards their pensions. It proposes easy and low-cost solutions that will help switch millennials on to the power of their savings.

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Local Government Pension Funds – Divest From Carbon Campaign: A UNISON Guide

10 January 2018

This is a resource to help UNISON members understand the risk climate change poses to their savings. It outlines campaign actions that members can take to protect their pensions following a new investment policy.

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All saver resources

Our latest videos


Resources for investors

Our annual surveys rank big pension providers or asset managers on responsible investment. Our briefings and reports investigate how industry professionals can tackle key environmental, social, and governance problems through capital markets.


Our latest surveys & rankings

The Engagement Deficit: Ranking Auto-enrolment Pension Providers on Responsible Investment and Member Engagement & Communications

9 June 2018

This report ranks the 10 largest UK auto-enrolment pension providers on responsible investment as well as member engagement following on our Pensions for the Next Generation (March 2018) report.

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Got It Covered? Insurance in a Changing Climate

24 May 2018

This report assesses the insurance sector response to the recommendations of the TCFD and features an index of the world’s 80 largest insurers rated on their approach to climate-related risks and opportunities.

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Improving the Quality of Jobs: Pilot Year Summary

1 May 2018

This is the summary report that accompanies the pilot year report of the Workforce Disclosure Initiative (WDI). This resource presents key findings and recommendations from the report.

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All industry rankings

Our latest investor briefings & reports

Malawi: Towards Living Wages in a Revitalised Tea Industry

30 August 2018

The WDI aims to improve the quality of jobs in companies’ operations and supply chains. This case study by WDI partner Oxfam highlights a collaborative initiative to improve wages in the Malawi tea industry.

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Stepping Up Climate Leadership Ahead of the Global Climate Action Summit (GCAS)

10 July 2018

The Global Climate Action Summit is an opportunity to promote the global investment community’s climate leadership and further align portfolios with the goals of the Paris Agreement.

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Banking Beyond Coal: Sustainable Development Without Coal Finance

21 June 2018

This briefing investigates the financing of the coal power sector, particularly in the developing world. It provides recommendations for shareholders engaging with banks to strengthen their coal policies.

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All investor resources

Resources for policy-makers

We provide practical recommendations and guidance to policy-makers and regulators to promote responsible investment and a pension system that works in savers’ best interests in the UK and Europe.


Our latest policy briefings & resources

Pensions for the Next Generation: Communicating What Matters

17 March 2018

This report explores the opportunity to shift the attitudes of young British savers towards their pensions. It proposes easy and low-cost solutions that will help switch millennials on to the power of their savings.

Download


Human Rights and Finance: What Next for European Union Policy?

8 March 2018

This report follows an event we co-organised on human rights and finance at the European Parliament. In it, we share key outcomes from the event on how best to bring visibility to this crucial agenda.

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NGO Recommendations for the EU Sustainable Finance Action Plan

8 March 2018

ShareAction and our European policy partners put together an updated anthology of our recommendations for the Commission’s work on sustainable finance, presented in March at the European Parliament.

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All policy resources

Our latest consultation submissions

Pension Costs and Transparency Inquiry

18 September 2018

We argued to the Work and Pensions Select Committee’s inquiry on pension costs and transparency that more transparent schemes can ensure greater engagement with savers, and mitigate ESG-related financial risks.

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Response to FRC review call for evidence

6 August 2018

Responding to the independent review of the FRC’s call for evidence, we identify weaknesses in the current Stewardship Code and means for it to be strengthened and raise concerns about the level of funding the FRC receives for stewardship.

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Clarifying and strengthening trustees’ investment duties

17 July 2018

The UK Government has consulted on clarifying pension trustees’ duties in respect of taking into account ESG factors in investments and stewardship and how they seek to understand savers’ views.

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All submissions

We are able to provide plain-text, accessible versions of ShareAction resources. For copies please email us at info@shareaction.org.


    Colette St-OngeEngagement, Research, and Policy Resources