Jurisdiction(s):
United Kingdom

Implementing TPR’s EDI guidance in pension scheme governance: board diversity, chair responsibilities, EDI policies, employer and trustee actions, and ongoing assessment

Published by a LexisNexis Pensions expert

Practice notes

For this Practice Note, references to trustees cover trustees and trustee directors of occupational pension schemes, together with scheme managers and pension board members for public service pension schemes.

What is EDI?

Equality, diversity and inclusion (EDI) is a joined-up approach that ensures people from varied backgrounds are treated fairly, valued, and able to participate meaningfully. It seeks to embed fairness, value and meaningful contribution at the forefront for all consistently everywhere.

equality concerns offering equal chances and tackling disadvantage so individuals are not constrained by background or characteristics
diversity acknowledges and values visible and non-visible differences, reaching beyond legally protected characteristics
inclusion makes certain this diversity is put to effective use by building an environment where people feel respected, heard and able to prosper

The Pensions Regulator (TPR) considers that, when equality, diversity and inclusion operate together in running a pension scheme, trustees can harness a wider spread of skills and experience, resulting in stronger decisions, improved risk management and better member outcomes.

From 28 March 2023, TPR expects trustees and employers to treat their scheme’s EDI as a governance matter, rather than merely a cultural or Human Resources issue. In practice, this involves reviewing how trustees are appointed,...

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Web page updated on 21/05/2026

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