Sustainable finance

It's in our DNA

Born from the financial crisis of 2008, we are commited to good governance.

We believe everyone should have the opportunity to a secure financial future, that’s why we strive to make financial products and services fairer and more accessible to all. Working with previously under-represented groups, we look to create financial wellbeing for the many – no matter someone’s gender, age, ethnicity or socio-economic background.

Responsible investment

Playing our part in delivering a sustainable financial future

Starting in 2017, our ongoing programme of work in Responsible Investment tracks evolving consumer attitudes and delivers actionable insight on how to engage current and potential future investors on this vital topic.

What propositions will resonate and allow those that wish to, to have a social impact with their money? How does the industry ensure that retail investors are not left behind in the transition to a low-carbon future?

We want positive outcomes for the planet, driven by the asset and wealth management industries.

Our 2020 work, involving a multi-phased approach of both qualitative and quantitative research showed how quickly consumer attitudes are changing and clearly evidenced the expectations they now place on corporates to play their part.
If you have any questions about our Responsible Investment project, please email us:

The gender gap

Helping the industry to engage women with finance

Our Yes She Can campaign set out to understand women’s attitudes to investing. 

We found that women do not lack the confidence to invest and nor are they afraid of risk. The reality is, the financial services sector is not on their radars as many women had never even been encouraged to invest by anyone.

Now a sustainable finance initiative, underpinned by powerful insights, our research reveals how financial services organisations can connect with female investors – and has given us a blueprint for engaging any ‘hard to reach’ audiences. We connect with an audience on instagram and have a website that engages female consumers, too.

In-retirement poverty

As pensions have changed, thousands are left behind

In 2018 we conducted research on pensions, and found that a vast majority of customers were falling in to one or more of three categories:

  • Under risked – the fear of losing money outweighs the knowledge that they should be taking more risk.
  • Under funded – not enough in their pot and not facing up to the reality of what that means for their retirement.
  • Underwhelmed – a lack of engagement and generally being ‘turned off’ by pensions despite them approaching retirement age.

In 2022, we were almost certain that these challenges remained amongst consumers. With that in mind, we conducted fresh research on the topic, The Great Retirement.

Via qualitative and quantitative research, as well as social listening we have built a firm understanding of the attitudes and behaviours of the 55-75 year-old cohort. 

Contact us

We draw on deep industry expertise, insight and our independent perspective to develop the tools you need to make savings and investments more accessible to all.

Get in touch to find out how, together, we can deliver financial products and services that your client wants and needs.

The Wisdom Council

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