Together, we build better futures

We’re an independent partnership helping to build better financial futures for millions of people across the UK.

With over a century of history, we provide services to organisations and individuals across pensions, investments and insurance.

Why we do what we do

Together, building better futures is our purpose. It’s at the heart of everything we do.  

It’s how we build better financial futures, by helping our clients make complex decisions that have a real, direct impact on people’s lives.

It’s how we create more equitable futures for our people and communities, so everyone can reach their full potential and thrive.

And it’s how we shape a sustainable future, now and for generations to come.  

We’re a proud B Corporation, working together with thousands of other purpose-driven organisations all striving for positive change. Together, we want to make a positive impact for our clients, our people and wider society.

Find out more about why we do what we do 

How we do it 

We embrace change

We’re nimble, practical and proactive. We always look for the opportunity in uncertainty.

We innovate

A complex world needs diverse thinkers who aren’t afraid to challenge the norm. Whether it’s technology, the way we work, or the way we think, we always try to find a better way to do things.

We’re independent

From our structure to our mindset, we’re truly independent. We have the freedom to chart our own course and do what’s best for our clients and the wider industry. Not just for today, but to shape a better future too.

We build trusted partnerships

Our long-standing relationships are built on trust, collaboration and a deep understanding of our clients’ needs. Our first public sector client started working with us in 1947 and is still with us today.

The things that unite us

Our purpose and values unite our team. They help us do the right thing, live up to our own high expectations and build better futures together with our clients and partners.  

We’re friendly, straightforward, partnering and confident. That means we care, working with us is easy, we’re in it for the long term, and the services we provide are decisive and purposeful. It really is as simple as that.  

B Corp certified

B Corp certified

1,400+ people

1,400+ people

4 UK offices

4 UK offices

90+ Partners

90+ Partners

100+ years of experience

100+ years of experience

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Purpose with impact

We believe all businesses have a responsibility to use their influence to make a positive impact in the world around them. We always aim to behave ethically and are committed to creating positive change.

Difference is strength

We celebrate and embrace difference. Our inclusive culture empowers our people to be themselves and thrive. This extends to our clients, customers and communities we work in.

Awards and accreditations