Engagement Policy

The society is in the process of discussing with our asset managers and other advisers whether and how we develop an engagement strategy under the requirements of the Shareholder Rights Directive (2).  The purpose of an Engagement Policy is to set our how a regulated life company monitors the strategy and performance, as well as the environment and social impact of the companies it holds shares in- either directly or through an asset manager.  As a small mutual organisation we are in the process of assessing the degree to which this applies to our business, and will update this section of our website in due course.

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