Engagement, Research, and Policy Resources
FOR SAVERSWe provide resources and training to help pension savers better understand the investment system and their role within it, as well as the tools to reprogramme the status quo.
FOR INVESTORSWe rank pension providers and asset managers on responsible investment. Our briefings and reports investigate how they can in turn tackle key problems through capital markets.
FOR POLICY-MAKERSWe offer practical recommendations and guidance to policy-makers and regulators to promote a financial system that works in savers’ best interests in the UK and Europe.
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 guide will help you 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.Download
Our latest resources for savers
Pensions for the Next Generation: Communicating What Matters17 March 2018
This report explores the attitudes of young savers towards their pensions and proposes easy, low-cost solutions that will help switch millennials on to the power of their savings.Download
Local Government Pension Funds – Divest From Carbon Campaign: A UNISON Guide10 January 2018
This is a guide to help UNISON members understand the risk climate change poses to their savings and what actions they can take to protect their pensions.Download
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
Will Employees Benefit?12 February 2019
We evaluate the climate-risk management of 25 FTSE pension schemes and offer recommendations for improvement.Download
Pensions in a Changing Climate17 December 2018
This report rates the world’s 100 largest public pensions funds on their approach to climate-related risks and opportunities in line with the TCFD recommendations.Download
The Engagement Deficit: Ranking Auto-enrolment Pension Providers on Responsible Investment and Member Engagement & Communications9 June 2018
This report ranks the 10 largest UK auto-enrolment pension providers on responsible investment as well as member communications & engagement.Download
Our latest investor briefings & reports
UK Guide to Shareholder Resolutions15 February 2019
This resource provides guidance on the legal and technical requirements of filing a shareholder resolution in the UK, and on overcoming the associated challenges.Download
The Biomass Blind Spot7 February 2019
This paper highlights the biomass power sector’s impact on climate change and its associated financial and reputational risks.Download
Sleeping Giants: Are Bond Investors Ready to Act on Climate Change?31 January 2019
This report examines whether corporate bond investors are motivated to speed up alignment with the Paris Agreement and participate in forceful engagement.Download
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
Event report: Human Rights Metrics (25 September 2018)17 October 2018
This report contains highlights of our event on the state-of-play of social metrics and how to best capitalise on their use through the European sustainable finance agenda.Download
Letter Exchange with Vice-President Dombrovskis, March-July 201823 July 2018
These letters set out our key arguments for a human rights mandate in the development of the European Commission’s sustainable finance taxonomy.Download
Promoting Sustainable Finance Through the ESAs Package1 April 2018
In the context of the ongoing review of the European Supervisory Authorities, this policy brief outlines a vision for how sustainability should feature into their mandates.Download
Our latest consultation submissions
FCA consultation on climate change & green finance31 January 2019
We focus on the need to implement the recommendations of the Taskforce on Climate-related Financial Disclosures and on asset owner disclosures.Download
DWP consultation on pensions dashboard28 January 2019
We support a pensions dashboard as the first step in the journey towards better engagement between pension schemes and members.Download
Pension Costs and Transparency Inquiry18 September 2018
Our submission to this inquiry argues that more transparent schemes can ensure greater engagement with savers and mitigate ESG-related financial risks.Download