Pensions for Purpose has been awarded two Northern Enterprise awards from SME News: ‘Most Innovative Pension Funds Training Provider 2023’ and ‘Financial Services Client Service Excellence Award 2023’.
Lancaster resident Karen Shackleton founded Pensions for Purpose in 2017 with the aim of helping pension funds understand investments which value people and planet alongside profit.
The company also tries to reflect its mission within its own organisation and offers staff an attractive pension fund which invests purposefully. The female-led management team of Charlotte, Karen and Stephanie Windsor (Chief Operating Officer) fully embrace diversity, equity and inclusion, in an industry that has traditionally been slow to respond to this issue.
Charlotte O’Leary, Chief Executive of Pensions for Purpose, said: “Since joining Pensions for Purpose I’ve been passionate about our purpose. It is so rewarding when you watch a pension fund having a ‘light-bulb moment’, as they begin to appreciate they can invest to generate a decent return for their members, while also achieving a positive impact by tackling environmental concerns and social need.”
Phone:
Finance: 01234 388845
Events: 0330 223 6152
Address:
11 Phillips Close
Headley
Hampshire
GU35 8LY
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