Engagement, Research, and Policy Resources

FOR SAVERS

We 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 INVESTORS

We 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-MAKERS

We 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.

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Our latest resources for savers

Pensions for the Next Generation: Communicating What Matters

17 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.

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

10 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.

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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.

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Pensions in a Changing Climate

17 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.

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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 communications & engagement.

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Our latest investor briefings & reports

Hitting the Sweet Spot: the Investment Case for Solutions to Childhood Obesity

30 May 2019

This briefing introduces the topic of childhood obesity and sets out the opportunities and risks it poses to investment portfolios.

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Investor briefing on voting recommendations at ExxonMobil

16 May 2019

ShareAction recommends that investors take a strong voting stance on director re-election at the 2019 ExxonMobil AGM, and encourages investors to also support items 4, 7 and 10 on the ballot. This briefing also outlines upcoming 2019 shareholder resolutions on climate change at high-carbon companies.

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Changing Course: Bank Financing of the Shipping Industry

14 May 2019

This briefing offers guidance for investor engagement with shipping companies and their lenders, recommendations on climate-related risks, and guidance on how banks can support decarbonisation.

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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

Policy Briefing on the Impact of Biomass on Climate

1 May 2019

This briefing outlines ShareAction’s recent research on biomass energy generation which highlighted key issues around how its use and consideration as a renewable energy source is inappropriate.

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Open letter to MEPs on Taxonomy regulation

27 March 2019

NGOs signed an open letter urging MEPs to vote for strong social and environmental protections in investments.

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Accelerating Progress & Reaching Scale: Proposals for the future of the Sustainable Finance Agenda

28 February 2019

This statement, prepared by ShareAction and eight other civil society organisations, lays out our shared vision for the future of the Sustainable Finance Agenda.

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Our latest consultation submissions

Response to FCA Consultation on IGCs

15 July 2019

Our response to the FCA’s consultation on extending the remit of Independent Governance Committees. We support proposals to require publication of policies on ESG, stewardship and scheme members’ views and call for regulatory guidance new rules and around TCFD reporting.

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FCA & FRC Building a regulatory framework for effective stewardship

7 May 2019

Our response to the discussion paper on building a regulatory framework for effective stewardship: recommendations include to extend ‘stewardship’ to include the environment.

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FCA consultation on proposals to improve shareholder engagement

9 April 2019

In this consultation response, we call for voting disclosure to be made mandatory under SRD II.

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