Equality, Diversity and Inclusion (EDI) policy for pension trustee board

Produced in partnership with Richard Evans of Herbert Smith Freehills

Precedents

Equality, Diversity and Inclusion (EDI) policy for pension trustee board

Produced in partnership with Richard Evans of Herbert Smith Freehills

Precedents

This document set outs the Trustees' policy as to equality, diversity and inclusion (EDI). In formulating their policy, the Trustees have had regard to [employer]'s EDI policy and to The Pensions Regulator's EDI guidance.

The Trustees' EDI beliefs

The Trustees take EDI to comprise:

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Equality: ensuring that all people have equal opportunities, with allowance for the fact that some may start from a position of disadvantage.
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Diversity: acknowledging and valuing differences between people, whether based on legally-protected characteristics or otherwise. Legally-protected characteristics include age, disability, sex, sexual orientation, gender reassignment, race, and religion/belief. Other relevant characteristics include neurodiversity, socio-economic background, educational history, life experiences and family responsibilities.
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Inclusion: the full and effective participation of all relevant people, drawing on their diverse characteristics for the common good.

The Trustees believe that, by promoting EDI, they can help ensure the best possible experience and outcomes

Richard Evans

Solicitor, Herbert Smith Freehills

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.