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-makersResources 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.
DownloadOur 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.
DownloadLocal 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.
DownloadOur 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.
DownloadGot 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.
DownloadImproving 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.
DownloadOur latest investor briefings & reports
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.
DownloadBanking 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.
DownloadWinning Climate Strategies: Summary Report
13 June 2018
This document is a summary of “Winning Climate Strategies.” The full report is based on interviews with 22 leading asset owners that have introduced climate strategies and provides recommendations.
DownloadResources 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.
DownloadHuman 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.
DownloadNGO 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.
DownloadOur latest consultation submissions
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.
DownloadResponse to FCA/TPR Consultation on Regulating the Pensions and Retirement Income Sector
19 June 2018
ShareAction responded to the FCA/TPR’s consultation. We emphasised the importance of transparency and availability of information to savers, so they can take action to ensure they receive good outcomes.
DownloadResponse to BEIS Consultation on Insolvency and Corporate Governance
11 June 2018
ShareAction responded to the BEIS consultation, arguing for a clearer Stewardship Code with more focus on ESG, and more substantive regulation to ensure signatories carefully consider compliance and reporting.
DownloadWe are able to provide plain-text, accessible versions of ShareAction resources. For copies please email us at info@shareaction.org.