Our Purpose – 'Protecting today, investing in tomorrow. Together we are mutually responsible.' – shapes everything we do. From the products we offer and the investments we make, to the initiatives we support.
We are a proudly mutual company, owned by our customers. Without the short-term pressures of delivering for shareholders, we focus on delivering long-term benefits for our customers and, where we can, for wider society.
Our investment beliefs
Our investment beliefs guide how we invest. Alongside other considerations, they include how we think about responsible investment and stewardship in our investments.
Focus on customers
Our customers want to know where their money is invested and the impact it has on the world around them.
Future
The best future for our customers is one where we collectively achieve the goals of the Paris Agreement.
Climate
Actions taken up to 2030 will determine the shape of the century to come. Read more about our climate strategy.
Stewardship
We should act as a responsible steward of the assets we invest in on behalf of our customers.
Engage
Change is best driven by being an active owner and engaging with companies where there are issues to be addressed.
Integration style
The appropriate investment style for a region, asset class, sector or theme may change over time.
