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Resources hub

From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.

Reporting on Dalriada Trustees’ first year as a PRI signatory
05 March 2021

Reporting on Dalriada Trustees’ first year as a PRI signatory

Dalriada Trustees became a signatory to the United Nations Principles of Responsible Investment (PRI) in September 2019, the first Professional Trustee firm in the UK to do so. Over the last year or so we have been working to better incorporate Environmental, Social and Governance (ESG) factors both within how we undertake our role as trustee and in how we operate internally.

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The key to making your pension fund more sustainable
05 March 2021

The key to making your pension fund more sustainable

“So, Mr Chief Executive, we really like what your company is doing in relation to environmental improvements and we’re pleased to see you’re working effectively towards your net zero climate change pledge. It’s also encouraging to see your positive policies on diversity across all aspects of your business. But what are you doing to make your pension fund more sustainable?”

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Investment exclusions - a route through the maze
05 March 2021

Investment exclusions - a route through the maze

With the need to invest responsibly in mind, many pension trustees are asking whether part of the solution may be to set a no-go policy for some types of investment asset.

Read more
Key considerations for those considering early pension access
05 March 2021

Key considerations for those considering early pension access

Jonathan Watts-Lay outlines key considerations for pension scheme members looking to access their pension early, and what employers and trustees can do to help.

Read more
Incorporating diversity & inclusion in investment decisions
05 March 2021

Incorporating diversity & inclusion in investment decisions

Good investment decisions are key to successful pension schemes. Considering diversity and inclusion can achieve better investment decisions by:

Read more
Mentoring and Development Programme 2021-22
05 March 2021

Mentoring and Development Programme 2021-22

We are pleased to announce the official launch of our second Mentoring and Development programme delivered in conjunction with the Institute of Leadership and Management and sponsored by The People’s Pension. Following a highly successful pilot, we have expanded the initiative to welcome many more mentees and mentors to the programme.

Read more
Reporting on Dalriada Trustees’ first year as a PRI signatory
05 March 2021

Reporting on Dalriada Trustees’ first year as a PRI signatory

Dalriada Trustees became a signatory to the United Nations Principles of Responsible Investment (PRI) in September 2019, the first Professional Trustee firm in the UK to do so. Over the last year or so we have been working to better incorporate Environmental, Social and Governance (ESG) factors both within how we undertake our role as trustee and in how we operate internally.

Read more
The key to making your pension fund more sustainable
05 March 2021

The key to making your pension fund more sustainable

“So, Mr Chief Executive, we really like what your company is doing in relation to environmental improvements and we’re pleased to see you’re working effectively towards your net zero climate change pledge. It’s also encouraging to see your positive policies on diversity across all aspects of your business. But what are you doing to make your pension fund more sustainable?”

Read more
Investment exclusions - a route through the maze
05 March 2021

Investment exclusions - a route through the maze

With the need to invest responsibly in mind, many pension trustees are asking whether part of the solution may be to set a no-go policy for some types of investment asset.

Read more
Key considerations for those considering early pension access
05 March 2021

Key considerations for those considering early pension access

Jonathan Watts-Lay outlines key considerations for pension scheme members looking to access their pension early, and what employers and trustees can do to help.

Read more
Incorporating diversity & inclusion in investment decisions
05 March 2021

Incorporating diversity & inclusion in investment decisions

Good investment decisions are key to successful pension schemes. Considering diversity and inclusion can achieve better investment decisions by:

Read more
Mentoring and Development Programme 2021-22
05 March 2021

Mentoring and Development Programme 2021-22

We are pleased to announce the official launch of our second Mentoring and Development programme delivered in conjunction with the Institute of Leadership and Management and sponsored by The People’s Pension. Following a highly successful pilot, we have expanded the initiative to welcome many more mentees and mentors to the programme.

Read more