Sustainable Investing for Your Future

 

The Power In Every Pension

Your pension is powerful. Greening it is 21x more effective at cutting carbon than stopping flying, going veggie & switching energy supplier combined.
— Make My Money Matter
A person with blonde hair enjoying a cup of coffee.
 
 

Why choose socially responsible investing?

With our responsible investment approach, you can be sure that your pension meets your goals for society, the environment, and your family. Parker Financial Advice will help you stay on track to achieving the future you want. We’ll be here with you for advice and reassurance about the things that matter most to you.

  • The total carbon savings of switching the average UK pension pot from the global equity index, to an equity-focused sustainable fund equals 19 Tonnes. This is equivalent to the carbon sequestered by 23 acres of forest in one year.

    Sources: My My Money Matter & United States Environmental Protection Agency

  • A responsible pension can exclude companies based on environmental performance, moral or ethical views, or religious beliefs. Certain sustainable funds go further and focus investment in companies demonstrating positive environmental and social change.

 

Our services

Employer - Workplace Pension Review | LEARN More →

Individual - Personal Pension Review | LEARN More →

 

Frequently asked questions

For many of us, our pension is the biggest financial asset we own. Getting it right can have a significant impact on our financial future, our planet, our society and our peace of mind. 

But planning and managing our investments in a way that supports the things we care about can feel daunting. Even approaching a financial advisor might feel daunting. With that in mind, here are a few questions we get asked and our responses:

 
  • Yes. With our responsible investment approach, you can be sure that your pension meets your goals for society and the environment as well as for you and your family. Parker Financial Advice will help you stay on track to achieving the future you want.

  • Yes. Moving your pension could be the biggest individual change you could make to support the environment. Making your pension green is 21x more powerful than giving up flying, giving up meat and switching your energy provider.

  • Not at all. We understand that many of us do not feel confident about planning and managing our investments. We’ll give you honest advice and be with you every step of the way. We won’t assume any knowledge of financial products and will be there to help you track down the information you need.

  • No. We’ll help you track down the relevant information. We’re here to help with any questions you might have, whatever they might be.

  • No. Normally we’ll have three meetings together, and each of these meetings will take under an hour. These can be by video call or you can meet at our offices, whatever suits you best. We track down and gather information on all your pensions. We review them with you and make recommendations on what could work best for you. We set them up for you and keep a close eye on them for you.

  • We’re here to help, whatever your financial situation. For many of us, our pension is the biggest financial asset we own. Getting it right can have a significant impact on our financial future and our peace of mind. We want to help you find the right pension and financial plan.

  • No. There are no obligations to proceed at any part of the process. Like all the services we offer, an initial consultation with Parker Financial Advice on responsible pensions is completely free.

  • The initial consultation is free. You only pay should you decide to place a policy via Parker Financial Advice.

    For businesses there would be a fee for the report reviewing your current workplace arrangements and making recommendations

    The fees from the pension providers for administering the schemes can vary depending on requirements. However, there isn’t necessarily additional costs for choosing ESG funds over standard funds.

 

A pension is a long-term investment, the value of your investment and the income from it may go down as well as up. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Are you ready to elevate your personal pensions?