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Tyuleniy Archipelago, Kazakhstan

Pensions

Transfer your pension to move away from harming to protecting people and planet…

We believe investing a pension in positive industries actively helping environment and society is the biggest impact that any individual can make for a sustainable future.

The way forward

Outstanding financial performance
Maximum climate impact
Optimised for UN Sustainable Goals
Welcoming, expert advisers

Pension performance for you and the planet 

Pensions are a key tool in planning for your financial independence in the future. With the rise in auto-enrolment, more people than ever are regularly contributing to a pension policy.

But many people don’t realise that their pension is likely invested in exploitative and damaging industries, including fossil fuels, mining, and those with high-carbon emissions.

We believe that most people would prefer their hard-earned savings to be invested differently. You do have a choice about where your pension is invested – but figuring out exactly where to invest your pension savings can be challenging.

Path’s expert financial advice ensures that your pension is aligned to your values, for positive impact for both people and planet.

Pension choice

Your pension has enormous power.

  • A well looked after pension ensures financial freedom for you in the future, meaning you can retire when you want to and achieve financial freedom in retirement.
  • Your pension has a significant impact on the planet. Recent research suggests that your pension has 21x more impact on your carbon footprint than other behavioural changes alone [1].

Our Pension Review Service specialises in reviewing your existing pensions – making sure that your pension is suitable not only for your future, but for the planet too.

Path pension review service

With a dedicated Path Financial Planner, and the support of our wider Path team, we can work to optimise your pension by:

  1. Analysing the performance and features of your current pensions
  2. Understanding the environmental and social impact of your pensions
  3. Planning for and optimising your retirement plans, and other financial goals
  4. Consolidating your pensions into a unified, positive impact strategy
  5. Ensuring that your pension is aligned to your personal values

An initial Path consultation is completely free. We’re not salesy. There won’t be any pressure. We’re just passionate experts, keen to explain what we do and see if there’s a fit with your needs.

Path Climate Solutions Portfolio: a UK first

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change. Learn more

Your pension could have 21x more impact on your carbon footprint than other behavioural changes [1]

TYF Group Founder and Director Andy Middleton advises governments and business large and small on sustainable strategies. He’s had his own ethical pension for 15 years – so why did he transfer his pension to Path?
Read customer story

Why Diane McCrea moved her pension and ISAs to Path.
Read customer story

Becky and Roy Francomb – grandparents who want their pension to make a difference and help tackle climate change.
Read customer story

[1] Recent research by Make My Money Matter.

RISK WARNING:
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.

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The Path Financial Limited. Registered in England. Company No. 11583740. Registered office address: The Path Financial Limited, Watch Oak, Battle, TN33 0YD.

Authorised and regulated by the Financial Conduct Authority. The Path Financial Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 827270.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

© 2021 The Path Financial Limited. All rights reserved.

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change.

The Path Climate Solutions portfolio is the optimal choice for helping to tackle the climate crisis. It’s not just green, but deep green. It’s the best climate solutions tilt to a portfolio, whilst also offering the prospect of superior investment returns.

If you’re interested in finding out more about our Climate Solutions Portfolio, book your free consultation with one of our Financial Planners today.