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No. 3378 The Occupational Pension Schemes (Investment) Regulations, 2005

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Summary

The "No. 3378 The Occupational Pension Schemes (Investment) Regulations, 2005" in the UK sets out requirements for the investment of assets held by occupational pension schemes. This regulation mandates that trustees of pension schemes invest in a manner that ensures the security, quality, liquidity, and profitability of the portfolio as a whole. It requires the formulation of a statement of investment principles, which outlines the scheme’s investment strategy, risk management, and diversification policies. Trustees must also consider environmental, social, and governance (ESG) factors as part of their fiduciary duty. These regulations aim to protect the interests of pension scheme members by promoting prudent and responsible investment practices.

Thumbnail image for The "No. 3378 The Occupational Pension Schemes (Investment) Regulations, 2005" in the UK sets out requirements for the investment of assets held by occupational pension schemes. This regulation mandates that trustees of pension schemes invest in a manner that ensures the security, quality, liquidity, and profitability of the portfolio as a whole. It requires the formulation of a statement of investment principles, which outlines the scheme’s investment strategy, risk management, and diversification policies. Trustees must also consider environmental, social, and governance (ESG) factors as part of their fiduciary duty. These regulations aim to protect the interests of pension scheme members by promoting prudent and responsible investment practices.
Issuer

United Kingdom

Year

2005

Region

Europe

Issuer (type)

Secretary of State for Work and Pensions (Government)

Policy Type

Disclosure

Geographical scope

National

Mandatory or voluntary

Mandatory


Main industries targeted
  • Finance & Insurance
Restrictiveness

Very High

Sustainable Development Goals (SDGs)
  • SDG 1: No Poverty
  • SDG 2: Zero Hunger
  • SDG 8: Decent Work and Economic Growth
  • SDG 9: Industry, Innovation, and Infrastructure

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