Responsible investing and pensions course  

Guide to responsible investing and workplace pensions

  • Understand pension options for employees who want funds to have ESG/stewardship focus
  • Understand how climate change is affecting pension fund strategies
  • Understand how advisers should engage with businesses on the topic of ESG and stewardship investing
CPD
Approx.60min
Guide to responsible investing and workplace pensions
(Pixabay/Pexels)

Introduction

The options for employees who want their funds to have an environmental, social and governance focus are increasingly prevalent on the market.

Meanwhile, understanding a provider’s responsible investing strategy is key for employers to offer suitable investments to their members, as well as to boost engagement. 

Against the backdrop of a rapidly changing world and climate, how can advisers help employers and their employees navigate how well their pension funds incorporate environmental, social and governance issues strategies.

By the end of this guide, you should be able to:

  • Understand pension options for employees who want funds to have ESG/stewardship focus.
  • Understand how climate change is affecting pension fund strategies.
  • Understand how advisers should engage with businesses on the topic of ESG and stewardship investing.

The guide is worth 60 minutes of CPD.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What type of approach does Maria Nazarova-Doyle suggest providers could take to give employers comfort that their pension scheme is being invested responsibly?

  2. According to Brian Henderson, if neither the default strategy or a self-select option is open to the saver, what should they consider doing?

  3. According to Ryan Medlock, what can help employers to understand which investment options are more aligned to their ideals?

  4. True or false, Ryan Medlock says most providers will have a similar strategy when it comes to engagement, but adds, what is important is their effectiveness at driving change.

  5. What actions are the likes of Scottish Widows taking to

  6. According to Ryan Medlock, which areas should advisers be taking a key role in when advising which funds are correct for a particular scheme?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Understand pension options for employees who want funds to have ESG/stewardship focus
  • Understand how climate change is affecting pension fund strategies
  • Understand how advisers should engage with businesses on the topic of ESG and stewardship investing

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