Stewardship
Investing with care
Investing responsibly
Stewardship aims to provide investment portfolios that are socially, ethically and environmentally sound, investing in companies with a high standard of corporate governance.
These principles remain the same today, but the policies that guide the fund managers are intended to adapt to the changing world we live in.
Ethical standards
We exclude companies that don’t meet the ethical standards of the funds or are harmful to society
Positive contributions
We support companies that make a positive contribution to society
Better business practices
We encourage better business practices through shared ownership and dialogue
The value of your investments can go down as well as up and you may get back less than you originally paid in.
Funds you can invest in responsibly
Life funds
- Stewardship Life
- Stewardship Managed Life
- Stewardship International Life
- Stewardship Income Life
- Stewardship Corporate Bond Life
Pension funds
- Stewardship NGP
- Stewardship Managed NGP
- Stewardship Income NGP
- Stewardship International NGP Fund
How it works
With countless funds to invest in, we need to be clear about what’s acceptable. Discover the philosophy behind our stewardship, and how you can invest.
Retirement articles
Take a look at our latest news and guides.
5 Apr 2019
Retiring abroad
Choosing a destination: cost of living, buying a property and healthcare.
What to consider
5 Apr 2019
ISAs vs pensions
Explore the features and benefits of ISAs and pensions to help you work out what’s going to work hardest for your retirement savings.
Compare now
5 Apr 2019
How the State Pension works
Understand when you can claim the State Pension and how much it’s likely to be to start planning for a secure and happy retirement.
Explore the State Pension
10 Jan 2019
When do annuities make sense?
Annuities can provide a stable income for your retirement, but they aren’t the only option. Find out if they’re the right choice for you.
When annuities make sense
29 Nov 2018
Retirement and divorce
If your relationship ends in divorce or annulment, your retirement savings can be shared or split. Take a look at what this could mean for you.
Separating your finances
29 Nov 2018
What is a pension?
Find out about the different types of pension and how they can help you enjoy a happy and secure retirement.
Learn about pensions
29 Nov 2018
Can't afford to retire?
Find out how you could fix gaps in your retirement finances to give you the security and certainty you want.
Fix your finances
29 Nov 2018
What happens to your pension when you die?
If you’re thinking about how you can provide for your loved ones, find out if and how your pension can be passed on.
Your pension
29 Nov 2018
What to do after someone dies
Find out what you need to do in the days and weeks following a death, as well as some longer-term considerations.
Bereavement advice
29 Nov 2018
The costs of retiring abroad
We’ve compared the cost of living in the 3 top European destinations for UK retirees.
Compare costs
29 Nov 2018
What if I need care?
There are different options if you need long term care when you retire. Take a look to consider how much they might cost.
Needing care
29 Nov 2018
How long will your retirement be?
Estimate the length of your retirement so that you can make the right preparations for the life you want to have when you stop working.
Estimate retirement
29 Nov 2018
How to use your home to fund your retirement
Find out if downsizing, taking in a lodger or equity release could help to pay for the retirement you have planned.
Home funds guide
29 Nov 2018
Housing options for retirement
Plan now so you can afford the right accommodation for every stage of your life.
Review your options
17 May 2018
Budgeting for retirement
Four lifestyle changes to prevent your pension pot draining.
See budgeting ideas
14 May 2018
How dividend income is taxed
Find out how to make the best use of your your investments by understanding how the annual allowance works and how share income is taxed
Explore dividend tax