Legal & General Investment Management Limited
Climate Impact & Sustainability Data (2015, 2016, 2019, 2020, 2021, 2022, 2023-2024)
Reporting Period: 2015
Environmental Metrics
ESG Focus Areas
- Housing
- Income in Retirement
- Health
- Sustainable property
- Corporate governance
Environmental Achievements
- Reduced carbon emissions across all properties by 17%
- Reduced electricity use by 15%
- Reduced fuel use by 23%
- Reduced overall water use by 7%
- Diverted 87% of waste from landfill in 2014
Social Achievements
- Launched Legal & General Home Finance business, helping retired people use home equity
- Launched modular housing business creating over 400 jobs
- Invested £50 million in social housing
- Delivered 6 national consumer campaigns on Housing, Later Life and Health
- Reached over 1 million people in the UK with financial education content
Governance Achievements
- Increased number of US engagements to 97 from 94 in 2014
- Achieved 30% women on the Group Board
- 500 engagements with international companies on ESG issues
- Delivered independent materiality process for each company subsidiary
Climate Goals & Targets
- Not disclosed
- Achieve 50/50 gender diversity by 2020
- Invest £15bn in UK infrastructure
- Reduce carbon emissions per policy by 20% by 2020
- Reduce total waste generation per employee by 25% by 2020
- Reduce paper consumption per policy by 30% by 2020
- Increase gender diversity at middle and senior management grades to 40% women by 2017
Environmental Challenges
- UK housing crisis
- Inadequate retirement income provision in the UK
- Rising costs of elderly social care
- Need to improve transparency and communication in the US
- Need to better understand the impact of institutional transactions on US citizens' lives
Mitigation Strategies
- Investing in build-to-rent, build-to-sell, modular construction, social housing, and student accommodation
- Working with charities to understand elderly needs and improve retirement products
- Offering lifetime mortgages to help retirees access home equity
- Conducting independent materiality assessments of US activities
- Increasing communication with US stakeholders
Supply Chain Management
Supplier Audits: 286 key suppliers in 2015
Responsible Procurement
- Supplier Code of Conduct
- Compliance assessment
Climate-Related Risks & Opportunities
Opportunities
- Investment in renewable energy
Reporting Standards
Frameworks Used: GRI G4 guidelines, including the ‘Financial Services Sector Supplement’ (FSSS)
Certifications: ISO 14001
Third-party Assurance: Group internal audit
Sustainable Products & Innovation
- Modular homes
Awards & Recognition
- GRESB green stars
Reporting Period: 2016
Environmental Metrics
ESG Focus Areas
- Low carbon economy
- Societal resilience through financial solutions
- New investments for the future economy
- Higher business standards
Environmental Achievements
- Invested £250 million into onshore wind energy projects
- Launched modular housing business focused on energy efficiency
Social Achievements
- Contributed over £3 million to UK and US non-profit organizations
- Launched ‘1 in 4 campaign’ to support Mental Health Awareness Week
- Worked with Living Wage Foundation to improve labor standards
- Worked with Anti-Slavery International on Modern Slavery Act compliance
- Launched a new diverse leadership program
Governance Achievements
- Embedded new corporate purpose, business principles, and behaviors into employee work
- Improved company structure disclosure working with Open Corporates
- Signed the ‘Women in Finance Charter’
Climate Goals & Targets
- Provide capital for 5% of UK clean energy by 2021
- Invest £15 billion into long-term direct investments
- By 2020, reduce carbon emission per policy by 20% based on 2013 baseline
- By 2020, reduce operational office water consumption per policy by 20% based on 2013 baseline
- By 2020, reduce total waste generation per policy by 25% based on 2013 baseline
- By 2020, reduce paper consumption per policy by 30% based on 2013 baseline
- By 2020, achieve 50:50 gender mix through recruitment and retention initiatives
- Publish the carbon intensity of our own balance sheet by the end of 2017
- Increase gender diversity at middle and senior management grades from 35% to 40% women by the end of 2017
- Improve diversity index from 78% to 85% across the group in 2017
Environmental Challenges
- Housing shortfall in the UK
- Increasing mental health problems
- Need to improve customer privacy statement and big data usage policies
Mitigation Strategies
- Investing in new homes to rent and buy
- Developing products and services to support emerging customer vulnerabilities
- Reinforced customer privacy statement and big data usage policies with input from Compliance, IT, Legal, and Data Security teams
Supply Chain Management
Responsible Procurement
- Supplier Code of Conduct incorporating Modern Slavery Act 2015
- Annual validation of key supplier compliance
Climate-Related Risks & Opportunities
Opportunities
- Development of energy-efficient products
- Investment in clean energy technologies
Reporting Standards
Frameworks Used: GRI
Certifications: ISO 14001
Sustainable Products & Innovation
- Modular homes
Awards & Recognition
- BITC Gold Award for Gender
Reporting Period: 2019
Environmental Metrics
ESG Focus Areas
- Environmental
- Social
- Governance
Environmental Achievements
- UK Electricity reduced by 39% and UK Gas reduced by 51% compared to 2013
Social Achievements
- Increased employee satisfaction index to 74%
Governance Achievements
- Not disclosed
Climate Goals & Targets
- Not disclosed
- Not disclosed
- Not disclosed
Environmental Challenges
- High employee turnover and multiple redundancies and TUPE transfers during 2019 impacted Unite membership penetration.
Mitigation Strategies
- Hopeful that a full refresh and reinvigoration of our unique partnership in 2020 and 2021 will enable a more positive level of both membership and interaction with L&G.
Supply Chain Management
Supplier Audits: Not disclosed
Responsible Procurement
- Not disclosed
Climate-Related Risks & Opportunities
Physical Risks
- Not disclosed
Transition Risks
- Not disclosed
Opportunities
- Not disclosed
Reporting Standards
Frameworks Used: Null
Certifications: Null
Third-party Assurance: Not disclosed
UN Sustainable Development Goals
- Not disclosed
Not disclosed
Sustainable Products & Innovation
- Not disclosed
Awards & Recognition
- Not disclosed
Reporting Period: 2020
Environmental Metrics
ESG Focus Areas
- Environmental
- Social
- Governance
Environmental Achievements
- Reduced CO₂e emissions from 46,164 tonnes in 2019 to 40,344 tonnes in 2020. Note that this reduction is partly attributed to the impact of Covid-19.
Social Achievements
- Increased UK employee parental leave uptake.
- Maintained employee union membership levels despite the impact of the Mature Savings Division departure and the pandemic.
Governance Achievements
- Not disclosed
Climate Goals & Targets
- Not disclosed
- Not disclosed
- Not disclosed
Environmental Challenges
- Covid-19 impacted business operations and environmental performance data.
Mitigation Strategies
- Successfully transitioned to a predominantly home-based workforce.
Supply Chain Management
Supplier Audits: Not disclosed
Responsible Procurement
- Not disclosed
Climate-Related Risks & Opportunities
Physical Risks
- Not disclosed
Transition Risks
- Not disclosed
Opportunities
- Not disclosed
Reporting Standards
Frameworks Used: GRI, SASB
Certifications: Null
Third-party Assurance: Not disclosed
UN Sustainable Development Goals
- Not disclosed
Not disclosed
Sustainable Products & Innovation
- Not disclosed
Awards & Recognition
- Not disclosed
Reporting Period: 2021
Environmental Metrics
ESG Focus Areas
- Climate Change
Climate Goals & Targets
Environmental Challenges
- Data collection complexities, including the use of estimates for some emissions data.
Mitigation Strategies
- Implementation of internal carbon reporting procedures to capture and collate data; review and approval by each business before group-level aggregation; further review by the Group Environment Team to confirm accuracy, completeness, and reliability; use of actual data where practical and feasible; use of estimated or extrapolated data based on actual usage in other parts of the business or industry benchmarks; addressing anomalies through queries with local teams; restatement of reported data where material impact is identified.
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: Greenhouse Gas Protocol Corporate Accounting and Reporting Standard (GHG Protocol), UK Government’s Streamlined Energy and Carbon Reporting (SECR) requirements, TCFD
Reporting Period: 2022
Environmental Metrics
ESG Focus Areas
- Climate Change
Climate Goals & Targets
Environmental Challenges
- Data collection complexities, including the use of estimates for some data points.
- Limited access to accurate data for some subsidiaries (e.g., CALA Homes vehicles).
Mitigation Strategies
- Implementation of internal carbon reporting procedures to capture and collate data.
- Use of estimates based on industry benchmarks where metered or invoiced data is unavailable.
- Internal data dictionary to track data collection.
- Review and approval processes at business and group levels.
- Independent limited assurance by Deloitte.
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: TCFD, SECR, Greenhouse Gas Protocol Corporate Accounting and Reporting Standard
Third-party Assurance: Deloitte (limited assurance)
Reporting Period: 2023-2024
Environmental Metrics
ESG Focus Areas
- Climate Change
Environmental Achievements
- Increased engagement outreach to over 2,800 companies in April 2024 (largest campaign to date)
- Observed upward trend in average CIP ratings across most markets (except China and US) between 2023 and 2024
- Significant improvements in climate disclosure and Scope 3 reporting (+41%), net-zero ambition (+38%), and climate governance (+25%) since 2023
Social Achievements
- Not disclosed
Governance Achievements
- Raised the bar for companies in three emission-intensive sectors (oil & gas, mining, utilities), introducing baseline expectations
- Co-filed a shareholder resolution at Nippon Steel (first in Japan) due to insufficient climate-related lobbying disclosures
- Declared voting intentions ahead of AGMs for Woodside Energy and Glencore regarding climate risk management
Climate Goals & Targets
- Not disclosed
- Not disclosed
- Not disclosed
Environmental Challenges
- Global progress to mitigate climate risk is too slow
- Insufficient disclosure of Scope 1 and 2 emissions (approximately one-third of assessed companies)
- Pace of transition is neither fast enough nor smooth enough
- Varying pace of transition influenced by public policies, geographies, economics, and energy demand
Mitigation Strategies
- Engagement with more companies than ever before, holding them accountable through potential voting sanctions or divestment
- Raising the bar for companies in emission-intensive sectors
- Scrutinizing companies’ climate transition plans closely and co-filing or supporting shareholder resolutions
- Writing to companies to highlight the necessity to identify and disclose emissions and engaging with data providers on this issue
- Applying a model of ‘engagement with consequences’
- Highlighting progress and improvements made by investee companies
Supply Chain Management
Supplier Audits: Not disclosed
Responsible Procurement
- Not disclosed
Climate-Related Risks & Opportunities
Physical Risks
- Extreme weather events
Transition Risks
- Regulatory changes, market shifts
Opportunities
- Development of energy-efficient products
Reporting Standards
Frameworks Used: TCFD
Certifications: Null
Third-party Assurance: Not disclosed
UN Sustainable Development Goals
- Not disclosed
Not disclosed
Sustainable Products & Innovation
- Not disclosed
Awards & Recognition
- Not disclosed