Independent report

Considering Social Factors in Pension Scheme Investments: a guide from the Taskforce on Social Factors

The Taskforce on Social Factors has produced this guide to support pension trustees in assessing the social risks and opportunities of their scheme’s investments.

• From: Department for Work and Pensions and Paul Maynard
• Published: 7 March 2024
• Last updated: 3 April 2024 — See all updates

This was published under the 2022 to 2024 Sunak Conservative government

Documents

Quick start guide for pension trustees

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Guide from the Taskforce on Social Factors: Considering social factors in pension scheme investments

HTML

Quick start guide for pension trustees

PDF, 117 KB, 2 pages

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Guide from the Taskforce on Social Factors: Considering social factors in pension scheme investments

PDF, 270 KB, 14 pages

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Data sources: Considering social factors in pension scheme investments

PDF, 830 KB, 6 pages

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Guide on effective stewardship, investment and advice services: Considering social factors in pension scheme investments

PDF, 1.81 MB, 10 pages

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Case studies: Considering social factors in pension scheme investments

PDF, 1.01 MB, 7 pages

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Recommendations: Considering social factors in pension scheme investments

PDF, 670 KB, 4 pages

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Details

Social factors matter because they can help increase the resilience, impact and value creation of pensions scheme investments. In 2022 the Department for Work and Pensions (DWP) set up an industry-led taskforce to support pension scheme trustees and the wider pensions industry with some of the challenges around managing social factors, including the identification of reliable data and metrics.

The guide covers how social factors align with trustees legal and fiduciary duties and why they may be considered financially material. The guide and accompanying publications provide frameworks of good practice and allow for the assessment of materiality.

Published 7 March 2024
Last updated 3 April 2024 + show all updates

1. 3 April 2024

   HTML pages for 'Guide from the Taskforce on Social Factors: Considering social factors in pension scheme investments’ and 'Quick Start Guide' have been added.

2. 7 March 2024

   First published.