Pension Fund Investment Transparency Checker

How it helps

Use it for a focused task

The checker walks you through four audit categories: Fund Disclosure, ESG Screening, Fee Structure, and Corporate Governance. Each section shows what to look for, common gaps, and generates specific questions you can take to annual meetings.

Use the preset civil service examples or enter your own fund details to get tailored output. Start by selecting your pension scheme from the dropdown or entering a custom name.

Work through each audit section by checking what you find in your fund's annual report. The Question Generator updates in real time below.

Good next steps

Make the result easier to act on

• Start with the examples or presets if you are unsure what to enter for Pension Fund Investment Transparency Checker.
• Try one realistic scenario first, then adjust the numbers or notes to compare another path.
• Use save or share from the project footer when you want to return to the same helper later.
• Open a related project below when the result points to a timing, budget, writing, planning, or comparison task.