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Pensions and SRI

Investment Life & Pension Moneyfacts SRI feature

July 22nd, 2020

It is lovely to have contributed once again to ‘Investment Life and Pensions Moneyfacts’ editor Richard Eagling’s annual SRI feature – entitled ‘Green Power’ . In addition to lots of great commentary the market performance statistics are fantastic, with their analysis showing ‘All ethical funds’ performance outstripping ‘All non ethical funds’ over 1, 3, 5, […]

More than a third of pension schemes considering appointing IFA – XPS. (So be informed about ESG!)

October 17th, 2019

  The news that a third of  XPS pension schemes either have an IFA or are likely to be looking for one is important news for the ESG/SRI community – and I’d like to thank Mike Clark (Ario Advisory), who spoke at our event last Wednesday, for bringing the following to my attention. This, to […]

UK Government changes pension trustee duties and rules to include ESG

September 12th, 2018

The article below my ‘preamble’ is reproduced with kind permission from  ‘Responsible Investor’ – published yesterday (11/9/2018). But first an introduction… Executive summary for retail professionals: In brief, the DWP has announced that they will expect pension trustees to consider ESG risks and opportunities – and specifically reference ‘climate change’ as an area they should […]

DWP pension consultation – deadline 16 July

July 12th, 2018

For those wishing to respond to the current DWP Pension scheme trustee consultation, which will undoubtedly have a significant impact on the way DC schemes view SRI/ESG/Impact investment, here is the link to the current consultation: ‘Consultation on clarifying and strengthening trustees’ investment duties’. Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018 In brief, […]

ILP Moneyfacts: SRI lightbulb moment editorial

July 12th, 2018

Investment Life and Pensions Moneyfacts magazine’s front page piece this month is devoted to ‘sustainable, responsible and ethical investment’. The editorial, which you can read here focuses on the shifts in regulation that have been a lightbulb moment for investors – who are increasingly recognising the importance of environmental and social issues. The article includes a […]

Pension Funds and Social Investment – final government report

June 18th, 2018

This morning, 18 June 2018, the Government published its final response to the 2017 Law Commission report on pension funds and social investment. The following information was published today by UKSIF (whilst I was working on our MiFID2 response*!): “The foreword is written by Guy Opperman MP, Minister for Pensions and Financial Inclusion, and Tracey Crouch MP, Minister for […]

A taste of things to come – ILP Moneyfacts SRI article

December 19th, 2017

My latest article in Investment Life and Pensions Moneyfacts looks at some of the key messages from UKSIF’s Good Money Week 2017.

It also talks through some of the very different ways investors can offer ‘good’ options for investors, the changing SRI/ESG regulatory backdrop, some thoughts on ‘impact’, the UN SDGs and the great ‘labels and taxonomies’ debate.

Pension funds & Social Investment – plus ESG, Stewardship and Ethics

December 18th, 2017

Pension funds and social investment: interim (government) response  – 18 December 2017 SRI Services welcomes today’s report, which we view as taking pension schemes a step closer to being better able to meet the ‘Big 3’ (very different, but none the less important) ‘sustainable, responsible and ethical’ client/member aims, which believe are: to better reflect personal ethical values, to make sound […]

Why should DC pension schemes consider ESG and SRI (x 12!)

December 13th, 2017

12 points from our response to the DWP consultation into ‘where DC schemes invest’
The following points are a boiled down version of our response to the DWP’s recent consultation on the topic of: ‘Where DC pension schemes invest’

DWP consultation: Disclosure of costs, charges and investments in DC schemes

November 21st, 2017

DWP consultation: Disclosure of costs, charges and investments in DC schemes In October the Department for Work and Pensions issued the above consultation. Although focused on costs and charges this consultation is relevant to sustainable, responsible and ethical fund options as it also discusses making it easier for members to find out a bit more about where their schemes invest (both those using […]

ILP Moneyfacts SRI articles: Climate Risk and Ethical Fund Survey

August 7th, 2017

  This month saw the publication of two SRI/ethical investment articles in ‘Investment Life and Pensions Moneyfacts’ magazine.  One was written by Moneyfacts editor Richard Eagling, the other by myself. See here for the ILP Moneyfacts annual ethical and SRI fund survey – Ethical Funds Survey July 2017 See here for my climate risk article (and in particular […]

Pensions & Social Investment: Law Commission review

June 27th, 2017

We are delighted to welcome the Law Commission review of ‘Pensions & Social Investment’ published June 2017. This important review, whilst not fully digested yet, appears to support and even advance the view that social, as well as other related ethical and environmental considerations should form part of our pensions investment landscape and decision making. You can […]

Actuaries issued climate change Risk Alert

June 16th, 2017

Actuaries sent risk warning by professional body (IFoA) regarding material risk of climate change for pension schemes and other clients.

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Latest News

Fund EcoMarket roundup and top 100 searches in 2020
January 6, 2021

  Happy New Year…   I very much hope you and yours are well and coping with the situation we find ourselves in once again. COVID, aside (and that is the last time I will mention it) 2020 was another great year for SRI Services. This blog is to give you a quick overview of how […]

Building Trust in Sustainable Investment – FCA keynote speech at SRI Services Good Money Week event
November 26, 2020

On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]

UK retail SRI market size
November 24, 2020

EIRIS Foundation release new fund market size estimate during Good Money Week. The following information was recently published by the EIRIS Foundation: “Investment in UK green and ethical funds has grown significantly in 2020 to £33.5 billion according to our latest research on the size of the retail market. We were pleased to report this […]