FOR ADVISERS ONLY
The standard of living we have all come to expect is in jeopardy.
Our population is getting older and many customers lack the means to support themselves in retirement in the way they would like. This coincides with a climate crisis that is damaging the world into which they will retire.
We can help your clients invest responsibly and create a future worth living in. Now is not the time to be passive.
Helping your clients achieve a good standard of living – now and in later life
As a mutual, we’re not here to satisfy shareholders. Instead, we have the freedom to focus on the issues that really matter to your clients. We’ll work with you to help build financial resilience into their lives, while helping them invest responsibly – so they can look forward to a more certain future. We’ll achieve this through a combination of three key areas.
Value for money products and services
We design flexible solutions which you can tailor to match your client’s needs – and we pack them with extra value.
Our pension solutions
Championing
impartial support
We promote the value of impartial support – and are working to help more customers benefit from it.
Find out more
Responsible investment
We’ll invest your client’s money responsibly, helping them make a positive impact on the world.
Find out how
Our responsible business commitments
We will continue to provide quality products and provide support to help you and your clients make confident financial decisions.
We will work with the companies in which we invest to aim for a reduction in carbon emissions to net zero across our investment portfolio by 2050.
We will work with financial advisers so they can scale the provision of good advice.
We will work with employers to help them educate, inform and guide their employees – and make it easier for employees to save for their retirement.
We will call on regulators to recognise that features beyond product design and charges, such as climate change, contribute towards a good customer outcome.
We will ask government to promote fiscal policies that reward the behaviour of those who act responsibly and who do the right thing.
We’re calling on our industry to help protect a good standard of living for this and future generations.
