Responsible Investing

Environmental, Social and Governance (ESG) Issues

To help explain exactly what ESG is, here are some simple definitions:

Environmental

Concerns the impact of a company’s activities on the environment. Positive outcomes include managing resources and executing environmental reporting/disclosure, or avoiding/minimising environmental liabilities, such as climate impact or pollution.

Social

Positive outcomes include increasing health, productivity and morale, or reducing negative outcomes such as high turnover and absenteeism.

Governance

Concerns the way companies are run. Positive outcomes include aligning interests of shareowners and management; improving diversity and accountability; and avoiding unpleasant financial surprises, such as excessive executive remuneration.

We incorporate responsible investing within our advisory services. As part of our client assessment, we will discuss ESG preferences to ensure that the most appropriate and suitable investment solutions are recommended.

We offer a specific range of investment solutions that take a more active approach to investing via companies and initiatives that have particular environmental and sustainable goals at their core.

As part of our commitment to sustainable and responsible investing, we have considered ways in which we can successfully integrate sustainability investment solutions within our investment advisory process. We believe that we have done so fairly and objectively in full alignment with our clients’ ESG preferences, our remuneration policy and our internal governance framework.

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Our ESG Commitment

We incorporate responsible investing within our advisory services. As part of our client assessment, we will discuss ESG preferences to ensure that the most appropriate and suitable investment solutions are recommended.

We offer a specific range of investment solutions that take a more active approach to investing via companies and initiatives that have particular environmental and sustainable goals at their core.

As part of our commitment to sustainable and responsible investing, we have considered ways in which we can successfully integrate sustainability investment solutions within our investment advisory process. We believe that we have done so fairly and objectively in full alignment with our clients’ ESG preferences, our remuneration policy and our internal governance framework.

Blevins Franks Trustees Limited
(Retirement Scheme Administrators)

Sustainable Finance Disclosures

Blevins Franks Trustees Limited (BFT) as Retirement Scheme Administrator of three member directed personal pension schemes, is required under the Sustainable Finance Disclosure Regulation to outline any considerations it takes in relation to sustainability factors.

BFT does not consider adverse impacts of investment decisions on sustainability factors as the Schemes that it administers are member directed personal pension schemes. As the Schemes are member directed, Members are to discuss any sustainability preferences that they may have with their appointed investment adviser or investment manager.

BFT`s remuneration is of a fixed nature and we believe that this is aligned to the integration of sustainability risks.