Responsible Investment
We’re fully embracing responsible investment practices to allow us to manage risks and returns in a more effective way in the funds we offer to safeguard customers’ long-term savings. This page provides a range of useful information from our policies, approaches and reports to how we integrate environmental, social and governance (ESG) factors into our flagship pension funds to help you stay informed about our responsible investment approach.
TAKING ON A SUSTAINABLE FUTURE TOGETHER
Our Retirement Account and workplace pensions offer a range of multi-asset funds with integrated ESG considerations, designed to support your clients' varying investment needs.
Our policies
Climate change, Nature and deforestation
Our approach to social factors
Ranging from living standards and discrimination, to health and safety and modern slavery, social factors present both risks and opportunities for companies we invest in. Understanding and managing these factors can help protect returns in the long term.
Read our approach to social factors (PDF, 3MB)
Supporting good customer outcomes
Our reports
Moving forward on responsible investment
Our latest Responsible Investment and Stewardship Report outlines the progress we made in 2023 to deliver on our plans to benefit our customers’ investments and broader society.
Read the full report (PDF, 10MB)
Read the 2022 report (PDF, 8MB)
Read the 2021 report (PDF, 5MB)
Our TCFD report
Our TCFD Report (Taskforce on Climate-Related Financial Disclosures) has been prepared in line with the recommendations of the TCFD, an independent group from across the G20 that developed these recommendations to improve and increase reporting of climate-related financial information.
Read the Report (PDF, 5MB)
Our Green Pensions Report 2023
This year’s report explores further how people perceive green pensions, what actions they are taking, the barriers they face and the solutions they want to help them make greener choices.
Read our report (PDF, 5MB)
We’re one of the first signatories to the Stewardship Code 2020 and continue to keep our signatory status. The Code sets a high standard for those investing money on behalf of UK savers. Signatories must demonstrate how they’ve acted on their policies and made an impact.
We are inaugural members of the Occupational Pensions Stewardship Council, which aims to promote and facilitate high standards of stewardship of pension assets.