2021 UK Stewardship Code

We are pleased to maintain our signatory status for 2022 for our UK Stewardship Code report submitted to the Financial Reporting Council. This report describes our activities and progress for the period 1 January 2021 to 31 December 2021.

This year’s report will reflect all our Investment business activities – across research, fiduciary management and advisory – and address all the principles the Code covers, along with detailed context, activities and outcomes reporting. We have paid particular attention to work undertaken in 2021 and are pleased to share what we see as our meaningful contributions to a more sustainable industry and future for us all.

Here as some of the highlights from our stewardship activity but for further details, explanation, and case studies we refer you to our full report. We also have dedicated spotlight pages to the following key areas:

• Our net zero pledge
• Our work with EOS at Federated Hermes
• The Thinking Ahead Institute
• The Climate and Resilience Hub
• Inclusion and diversity

Notice for UK persons accessing this page

This page contains links to certain historical documents which were issued by Willis Towers Watson (WTW) as at the date specified on each linked document, in relation to the products offered by WTW. WTW believes that it is useful to investors to retain these documents on our website, for your information and reference purposes. Each such document was assessed as being compliant with prevailing regulatory requirements as at its date of issue, including that its contents are fair, clear and not misleading. Given that these documents were issued as at a specific point in time, WTW does not believe it would be appropriate to retrospectively amend those documents. As a result such documents have not been reviewed in light of any subsequent regulatory guidance or market practice including the FCA’s anti-greenwashing guidance (FG24/3). Any persons accessing this page, and the documents made available on this page, should not seek to rely on such documents and should use them only for information or reference purposes. Any investment decision should be based exclusively on the formal offer and subscription documents for the relevant investment product, and not these historical documents.