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Investment firms back TPR on environmental and social issues

September 25th, 2017  |  Published in UKSIF in the news, Uncategorized by uksifadmin

Monday 25th September

Actuarial Post

Twelve leading investment consultants have agreed to ensure clients are made aware of The Pensions Regulator’s (TPR) guidance that pension schemes take into account environmental, social and governance (ESG) factors where they are financially material. This commitment could mark a significant acceleration in the growth of long-term, sustainable, investment strategies.


 The Association of Member Nominated Trustees (AMNT) and the UK Sustainable Investment and Finance Association (UKSIF) acted on behalf of members to convene leading UK investment consultants to ask how their firms will act upon the guidance issued by TPR in March[1]. The AMNT and UKSIF are delighted that twelve firms have committed to action in a public statement (below).

Read the full article here.

Global Ethical Finance Forum (GEFF) 2017

September 14th, 2017  |  Published in Uncategorized by uksifadmin

Held under the patronage of the Scottish Government and hosted by the Royal Bank of Scotland, The Global Ethical Finance Forum (GEFF) is an initiative of Middle East Global Advisors in strategic partnership with the Islamic Finance Council UK (UKIFC) – two leading institutions spearheading the agenda of sustainable and inclusive economy and of forging connections with the broader ethical finance industry, encompassing Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), and Islamic/faith-based Finance.

The theme for GEFF 2017 is “Ethical Finance: Merging Profit & Purpose” and it will take place on September 13 & 14 at the RBS Conference Centre in Edinburgh.

At its inaugural edition in 2015, GEFF witnessed notable names like His Royal Highness Emir Muhammad Sanusi II, Emir of Kano; Keith Brown MSP, Cabinet Secretary for Infrastructure, Investment & Cities, Scottish Government; Lord Mohamed Sheikh, Baron Sheikh of Cornhill; Dr. Zeti Akhtar Aziz, Former Governor, Bank Negara Malaysia & Ted Roosevelt Malloch, Former Professor and Senior Fellow in Management Practice, University of Oxford, amongst others.

GEFF 2017 endeavors to play a critical role in enabling stakeholders from the traditional responsible and Islamic finance sectors to forge and nurture new relationships aimed at building cooperation across various sectors and geographies.

For more information, visit www.geff2017.com

‘No legal barrier’ for UK funds on ESG investments: Law Commission

June 29th, 2017  |  Published in Uncategorized by uksifadmin

28 JUNE 2017BY 


Defined contribution (DC) pension schemes in the UK have invested much less than peers abroad in socially and environmentally beneficial investments because trustees seem unsure whether they are allowed to, according to a new report.

The Law Commission, a non-political body that recommends legal reform where needed, has confirmed in a government-prompted report that there are no legal or regulatory barriers to pension schemes making socially responsible investments.

Law commissioner Stephen Lewis said: “Defined contribution pension schemes will be investing billions of pounds over the next decade, and it’s only right that they seek to get the best returns for their clients.”

However, it was possible to ‘do well and do good’ at the same time, he said, adding that large amounts had been invested in Australia and other countries in infrastructure, which had benefited savers and society.

Full article here

Pensions Regulator puts ESG centre stage

March 31st, 2017  |  Published in Uncategorized by uksifadmin

Written by Mark Evans 30/03/2017

The Pensions Regulator (TPR) produced new guidance for trustees of defined-benefit pension schemes saying they need to consider ESG factors where they have a financial impact.

The new guidance is a major boost to responsible investment. With UK corporate pension funds accounting for 42.7 per cent of all institutional assets (the Investment Association) and defined benefit its major constituent, the new direction is a significant marker in the progress of ESG.

Read the full article here.

Slimmed down DC code makes ESG obligations clear – Pensions Insight

August 1st, 2016  |  Published in Uncategorized by uksifadmin

By Jack Jones

“TPR’s updated, shorter code should help schemes respond to scams and makes their duties on responsible investment clear

Last week the Pensions Regulator’s updated DC code came into force. The existing code needed a refresh to incorporate the retirement flexibilities brought in last year, and the regulator has taken this opportunity to address some concerns with the guidance.”


Read more


Charles Jacob CBE

June 4th, 2015  |  Published in Uncategorized by uksifadmin

We are sorry to share news of the death of Charles Jacob CBE. Charles was a former director of UKSIF and a patron of the organisation. He was a significant figure in the early days of ethical investment in the UK.

Charles had a career in finance as a stockbroker before becoming the first investment manager of the Central Finance Board of the Methodist Church. He will probably be best remembered in the sector as one of the founding fathers of the Stewardship range of investment vehicles which were launched after much effort in 1984. Charles was the originator of the Stewardship name, a reference to the parable of the talents. Charles remained involved in the governance of the range until his retirement in 2000.

Funeral arrangements – Tuesday 30th June 2015

Service - 2.30 pm at Chislehurst Methodist Church, Prince Imperial Road, BR7 5LX.

Burial - 4 pm at Kemnal Park Cemetery, A20 Sidcup-by-pass, Chislehurst, BR7 6RR.

Tea - 5 pm at 23 Prince Consort Drive, Chislehurst, BR7 5SB.

Family flowers only. Donations to Alzheimer’s Society (for research into Vascular Dementia).

An indication to show intended attendance at a) the funeral service and b) the funeral tea, would greatly help the family with their planning.

Please email Jacky Burden (née Jacob) jax33@vodafoneemail.co.uk

Charles Jacob receiving his CBE in 2011

Photo: Charles Jacob receiving his CBE in 2011

Lesley Alexander appointed as new Chair of UKSIF

June 6th, 2014  |  Published in Spotlight, Uncategorized by uksifadmin

We are delighted to welcome Lesley Alexander, CEO of the HSBC Bank Pension Trust (UK), as the new Chair of UKSIF starting 1 July 2014. She will be replacing Martin Clarke, who is stepping down after he finishes his second two-year term in the role.

To read the full press release, please click here.

Good Money Week is coming…

April 15th, 2014  |  Published in Spotlight, Uncategorized by uksifadmin

National Ethical Investment Week becomes Good Money Week

Visit the Good Money Week website: www.goodmoneyweek.com

UKSIF are delighted to announce to members that our annual campaign, National Ethical Investment Week (NEIW), has been rebranded to become Good Money Week. The campaign, now in its seventh year, encourages everyone to consider green and responsible investment and finance options. Good Money Week 2014 will take place from 19-25 October.
Past campaigns have brought together financial advisers, fund managers, charities and faith groups, NGOs and a wide variety of financial organisations working to raise awareness of the UK’s thriving sustainable finance sector.

Simon Howard, UKSIF Chief Executive: “The change to Good Money Week is a reflection of how sustainable investment and finance has evolved and grown since 2008. There are now an enormous number of ways for individuals to engage with their money and ensure their financial decisions can have a positive impact on the world.
Responsible investment has in the past mistakenly been perceived as a niche area. The recognition by financial experts of the risk to value stemming from factors such as climate change or unpopular tax structures, combined with growth in areas such as community funding for renewables and crowd funding, show why this is the right time to get people thinking about their finances in a broader way.”

Lisa Stonestreet, UKSIF Programme Director and Good Money Week Project Manager: “We are excited about the new opportunities that the rebrand provides for working with a much wider range of partner organisations. We can work to ensure that the campaign is more successful than ever in letting people know how their money can work for them and for society. We look forward to celebrating and demonstrating the depth and breadth of green and responsible finance in the UK.”

Lisa Stonestreet, Programme Director: lisa.stonestreet@uksif.org or 0207 749 9950

Sign up for Good Money Week news and updates here.

European SRI Study 2014 – survey now open!

April 1st, 2014  |  Published in Spotlight, Uncategorized by uksifadmin

UKSIF and Eurosif are proud to invite you to join the 2014 study of the SRI market.

This biennial Eurosif SRI Study is the only comprehensive survey of the European SRI market. Data from these Studies is used extensively by the industry, the press and academics.

To view the 2012 edition, please click here.

Respondents to the survey consist of fund managers and investors that manage some or all of their assets internally and should be sure to not include their own assets that are managed externally.

Please email susanna.mattingly@uksif.org to take part in the 2014 survey.

Your participation in this survey is very important, as the Study documents the evolution of the SRI sector in Europe and helps promote its development.

Please note that the Study:

  • Measures the size of national SRI asset management markets, rather than that of national SRI markets (supply, not demand). As such, if your organisation has SRI asset management teams located in other European countries, we may have also sent this survey to your international colleagues.
  • Covers asset owners and asset managers based in European countries.
  • Includes all assets – retail and institutional; domestic and international.