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

Point of No Returns: A ranking of 75 of the world’s asset managers approaches to responsible investment

9 March 2020

This report ranks 75 of the world’s largest asset managers, and analyses their performance on stewardship, transparency and governance. It is the first of three reports. The following two parts of this series, to be released in the coming months, will offer more detailed insights into how these 75 asset managers are managing risks and impacts related to a) climate change and biodiversity and b) human and labour rights.

See our report summary

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Is regulation enough? A review of UK master trusts’ ESG policies

18 December 2019

This report reviewed the largest 16 UK master trusts’ new environmental, social and governance policies, required by law under new investment regulations.

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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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Our latest investor briefings & reports

Detailed analysis of Barclays’ 2020 energy policy and response to Barclays’ net zero ambition

30 March 2020

On 30 March 2020, Barclays announced it would file a resolution that, if passed, would commit the bank to set a net zero by 2050 ambition covering its scope 1, 2 and 3 emissions, and “set, disclose and implement a strategy, with targets, to transition its provision of financial services across all sectors (starting with, but not limited to, the energy and power sectors) to align with
the goals and timelines of the Paris Agreement”. It also introduced amendments to its energy policy. This document provides a detailed analysis of Barclays’ new energy policy, and its net zero ambition.

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Healthy Competition: Why the safest bet for investors is healthier retail markets and how to get there

12 March 2020

This briefing sets out analysis of UK food retailers produced by the Access to Nutrition Initiative (ATNI) in their UK Supermarket Spotlight report. Using a new methodology developed for the Healthy Markets’ campaign by ATNI, this report sets out the relative performance of major retailers in the UK in disclosing information about their policies and practices in respect of healthy eating.

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Rebels with a cause: Asset manager voting on controversial resolutions in 2019

2 March 2020

This report examines how the leading charity asset managers have responded controversial resolutions when voting on behalf of their clients. We focus on a selection of resolutions, which responsibly invested asset owners generally expect their managers to be aware of and concerned about.

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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

Virtual AGMs in the wake of Covid-19

26 March 2020

ShareAction has called on the UK Government to protect shareholder democracy during virtual annual general meetings (AGMs) in response to the Covid-19 pandemic. In a letter to Alok Sharma, the Secretary of State for Business, Energy and Industrial Strategy, ShareAction asks BEIS to issue clear guidance to ensure the process for accessing, asking questions and voting at digital AGMs continues to be easy and accessible to all shareholders, to ensure that AGMs maintain their usual standards of transparency. While these measures are eminently sensible precaution to take in these times,they should be a temporary solution.

 

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Pension Schemes Bill 2019-20: A ShareAction briefing

16 March 2020

ShareAction outlines the key changes we wish to see to the Pension Schemes Bill 2019-20.

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General Election 2019: ShareAction Manifesto Asks

4 November 2019

This briefing outlines ShareAction’s core asks ahead of the 2019 UK General Election.

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Our latest consultation submissions

Response to LGPS consultation on responsible investment guidance

10 January 2020

ShareAction responds to a consultation on the Local Government Pension Scheme’s guidance on responsible investment.

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Response to the Law Commission’s consultation on intermediated securities

29 November 2019

ShareAction responds to the Law Commission’s review into the system of intermediated securities and obstacles to responsible investment along the investment chain.

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Response to DEFRA’s consultation on its National Food Strategy

4 November 2019

ShareAction responds to DEFRA’s consultation on its National Food Strategy, highlighting the need to address childhood obesity and working conditions in agricultural supply chains.

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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.