Policies and reports
Our policies and reports relevant to stewardship.
Stewardship Reports
Our annual Stewardship Reports outline our approach to stewardship. The below reports cover our activities in 2023.
Engagement Policy
This policy guides our engagement activity across geographies and portfolios. It contributes to our compliance with Article 3g of the Shareholder Rights Directive (SRDII).
Voting Policy
This policy guides our voting activity across geographies and portfolios. It contributes to our compliance with Article 3g of the Shareholder Rights Directive (SRDII). The policy applies to all financial instruments with voting rights.
Conflicts of Interest Policy
This policy sets out the systems and controls we have in place to identify, prevent, manage, and monitor potential, perceived, and actual conflicts of interest that can arise while providing our services.
Fund Sustainability Reports
Our annual reports cover the environmental and wellbeing activities of the WS Canlife UK Property ACS Fund and the Canada Life UK Income Annuity Property Fund. The below are for the calendar year ending 31 December 2023.
Climate Reporting
Learn how climate-related financial risks and opportunities are considered in our organisation. Our Canada Life Asset Management and Canada Life Limited Climate Reports for calendar year ending 31 December 2023 are below.
Moody's Sustainability Certificate 2022
The results of Moody's December 2022 assessment on environment, human resources, human rights, community involvement, business behaviour, and corporate governance across Canada Life UK.
The Future of Advice - State of Flux report
What does the future of financial advice look like?
'The Future of Advice - State of Flux' report, written by AKG and sponsored by Canada Life, explores the insights of advisers and consumers based on in depth survey and interview-based research conducted this year. The new report brings to light how the role of advice is perceived in 2023, and where challenges and opportunities lie in the here and now, as well as in the future.