Skip to Content

Royal Mail Pensions Trustees Ltd. Pension Plan: recommendations

The Royal Mail Pension Plan exhibits a creditable position on certain key aspects of RI policy, and transparency. Our recommendations for further improvement would include:

RI policy, implementation and monitoring

  • Specific requirement for active engagement with investee companies on ESG issues.
  • Further expansion of RI policy across non-equity asset classes
  • The use of internal and/or external dedicated resources to undertake ESG engagement on behalf of the scheme.
  • Consideration of direct membership of the UN PRI, and its use as a screen re future fund manager selection

Transparency

  • Disclosure of full voting records and summary voting analysis
  • Disclosure of detailed ESG engagement initiatives and outcomes
  • A detailed section on responsible investment in the Scheme's annual report

Download Royal Mail Pension Plan's full scoresheet

If you are a member of this pension scheme, why not email your pension scheme to ask whether they have implemented all or any of these recommendations.