Jurisdiction(s):
United Kingdom

Pension Trustee Board Equality, Diversity and Inclusion Policy: Beliefs, Objectives, Training, Inclusive Culture, Third-Party Engagement and Annual Review

Published by a LexisNexis Pensions expert

Precedents

This document outlines the Trustees’ approach to equality, diversity and inclusion (EDI). In developing this approach, the Trustees have taken account of [ employer ]’s EDI policy and The Pensions Regulator’s EDI guidance.

The Trustees' EDI beliefs

The Trustees understand EDI to encompass:

Equality: providing fair access to opportunities for everyone, recognising that some individuals may begin from a position of disadvantage.
Diversity: recognising and valuing differences between people, whether linked to legally protected characteristics or otherwise. Protected characteristics include age, disability, sex, sexual orientation, gender reassignment, race, and religion or belief. Other relevant characteristics include neurodiversity, socio-economic background, educational history, life experiences and family responsibilities.
Inclusion: enabling the full and effective participation of all relevant people, drawing on their varied characteristics for the common good.

The Trustees believe that by advancing EDI they can help secure the best possible experiences and outcomes for members of the Scheme...

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Richard Evans

Herbert Smith Freehills Kramer

Richard is a Professional Support Lawyer in Herbert Smith Freehills' pensions group. He has worked as a pensions lawyer for more than 30 years. For most of that time was a partner at another major firm, where he was the lead adviser to various household-name pension schemes. Richard is a Fellow of the Pensions Management Institute and a member of the Association of Pensions Lawyers. He sits on Lexis PSL's Pensions Consulting Editorial Board, and on the Society of Pensions Professionals' Legislation Committee. He has spoken at various industry conferences and seminars....

Web page updated on 22/05/2026

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