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.


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.


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.


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.


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.


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.


All industry rankings

Our 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.


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.


Winning 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.


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.


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.


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.


All policy resources

Our 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.


Response 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.


Response 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.


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