Diversity, Inclusion and Equality Policy

Pi is committed to eliminating discrimination and encouraging inclusivity, equality, and diversity amongst its workforce.  Its aim is that all Pi people are treated equally with the same attention and courtesy and each person feels respected and able to give of their best.

The purpose of this policy is to provide equality and fairness for all in Pi’s employment and not to discriminate on grounds of age, disability, gender reassignment, marriage and civil partnership status, pregnancy and maternity, race (including ethnic origin, colour, nationality, and national origin), religion or belief, sex, and sexual orientation.  The above characteristics are Protected Characteristics under the Equality Act 2010 and Pi will always endeavour to ensure the appropriate provisions are in place to accommodate any specific needs under these Protected Characteristics.

All Pi people, whether a part-time, full-time, temporary, or permanent Pi person or an Associate, will be treated fairly and with respect. Selection for employment, promotion, training, or any other benefit will be on the basis of need, aptitude, and ability.  All Pi people will be helped and encouraged to develop their full potential and the talents and resources of the workforce will be fully utilised to maximise the efficiency of the organisation. This will be by way of regular reviews each year in April and October and will include an individual Personal Development Plan. In providing services to its clients, Pi is also committed against unlawful discrimination of clients and the public.

Pi’s commitment:

  • to maintain our core values
  • to aspire to the 13 behaviours of trust as defined by Stephen M R Covey in his book, The Speed of Trust
  • to create an environment in which individual differences and the contributions of all Pi people are listened to, respected, recognised and valued. No form of intimidation, bullying or harassment will be tolerated
  • to be respectful of the workloads of your colleagues and to act reasonably when asking them to undertake tasks and take on work
  • to ensure training, development and progression opportunities are available to all Pi people
  • to annually review all Pi employment practices and procedures to ensure fairness.

Recruitment

Pi will endeavour to recruit from the widest pool of suitably qualified candidates.  Employment opportunities are open and accessible to all on the basis of their ability, skills, experience, appropriate qualifications, and aptitude for the job.  All recruitment agencies acting for Pi will comply with its requirement not to discriminate and to act accordingly.

Complaints of discrimination

All Pi people are free to raise any issues or concerns with any member of the Executive Management Team.  Pi people can raise a grievance or complaint through Pi’s Grievance Procedure.

Any breaches of our equality policy may be regarded as misconduct and could lead to disciplinary proceedings.

ESG and Pi Partnership

Importance of ESG

A key consideration for trustees is to invest in a meaningful way to facilitate positive changes in the world.

Investing meaningfully ensures trustees can fulfil their fiduciary duty to act in the best interests of the scheme beneficiaries while contributing to a more sustainable future. ESG breaks down into Environmental, Social and Governance:

Environmental criteria examine how a company performs as a steward of the planet which includes climate change risks.

Social criteria examine how a company manages relationships with employees, suppliers, customers, and the communities where it operates.

Governance defines a set of rules and best practices, along with a series of processes that determine how an organisation is managed and controlled.

Integrating ESG factors into investment decision-making is a proactive and forward-thinking approach that benefits both investors and broader society. Members increasingly care how their pensions are invested.

As both an employer and as a trustee, we believe we have a duty to integrate ESG into our decision making processes.

Review and monitoring

This policy will be monitored and reviewed annually by the Executive Management Team.

Due to the size of the Company and in order not to cause offence or discomfort to Pi people, evaluation of personal data will not be undertaken.  However, upon joining Pi all Pi people will be asked to complete a form requesting the following Protected Characteristics: sex, civil status, date of birth, nationality, and ethnic origin.

Diversity

Diversity, Equity and Inclusion

Everyone has different needs, and we support this balance offering true flexibility in how our people manage their time and fully support part time working and a family friendly approach.

Communication

Communication

We believe in clear and transparent communication and create regular opportunities for internal communication. Our regular business updates and opportunities to input into the business ensures everyone feels part of the team and on the same page at Pi, ensuring our hybrid working model is effective regardless of where you are based.

Development

Development

Nurturing every Pi Person is important to us and we want to ensure everyone has the opportunity for continued professional development by providing the space to do this alongside client commitments. Everyone has an individual Personal Development Plan catered to them, whether they are on the start of their journey with Pi or those looking at ways to transition into the next stage of their careers.

Everyone has the opportunity for a regular development and progression review and everyone has ownership over their own development with input and guidance of senior member of the team where required.

We provide regular opportunities to share knowledge amongst our teams through Lunch Time Learn in sessions and actively encourage involvement and participation into this.

Culture

Culture

We are an open, friendly and supportive team who thrive in a flexible and autonomous environment. Our people are trusted to get on with things, adding value and individual contribution, whilst maintaining a good work life balance and ideally having fun along the way.

We want to ensure we cultivate our special culture and our focus is to maintain our exceptional engagement levels. We are proud to have been awarded the Sunday Times Best Place to Work for small businesses in 2023 and 2024, and also in 2025 after moving to the medium-sized business category.

Employee Owned

Employee Owned

Our employee ownership structure is central to our philosophy of making sure every Pi Person is part of our success story, contributing to how we run the business, and sharing in the profits. We know that being successful is not just down to numbers, it’s about our people who all contribute in their unique way to our success and creating a working environment where everyone has a voice.

Visit Us

2nd Floor Tuition House, 27-37 St. George’s Road, Wimbledon, London, SW19 4EU

Email Us

enquiries@pipg.co.uk

our team

Amanda Burden

Director and Governance Specialist

Amanda is a Board Director of Pi Partnership Group and leads the development of Pi’s services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi’s services meet the changing needs of the pension market and deliver clear value to Pi’s clients.

Amanda has over twenty-five years’ experience in the pensions industry and, as well as ensuring Pi’s services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi’s Executive Management Team. She provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.

As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.

What do you most enjoy about your role:  Successfully delivering complex projects and creating a happy team environment.

Interests outside work: Travel, theatre and as part of Abundance London helping create beautiful spaces in urban settings.

Top achievement to date: Competing in the 2005/06 Round the World Clipper race.