Making a Positive Difference
How Verus Helped Anna Invest Ethically for a Sustainable Future
Meet Anna
Meet Anna – a proud new grandmother who was concerned about the world her grandchild would grow up in. Anna had a pension pot and was planning for retirement in around 10 years. She wanted to make a conscious effort to invest her pension monies in an ethical and sustainable way but didn’t know where to start.
The “Eureka” Moment
Anna found Verus and was impressed with their commitment to ethical and sustainable investing. She wanted to invest in a way that would make a positive difference to the environment and society, and Verus helped her to achieve that goal. Anna was worried that her current pension investments weren’t in line with her ethical views and didn’t know which companies she held funds in. Verus was able to help her understand her current investments and recommend adjustments to align them with her views.
A Clearer Path Forward
Verus was able to build a bespoke portfolio for Anna that only invested in funds which met her principles. With Verus’ help, Anna was able to invest her pension in a way that positively contributed to a sustainable society, giving her peace of mind and confidence that her pension was making a difference. In addition, Anna now knows exactly where her money is invested and how much she’s paying in charges and fees.
What We Achieved
Verus was able to make the process of ethical and sustainable investing simple and cost-effective for Anna. She’s now excited about her retirement and the positive impact her pension can have on the world.
Anna Said:
Verus created a personalised portfolio aligned with my ethical goals around climate change, investing only in funds that met my principles. Thanks to their careful planning, I now have peace of mind knowing that my pension funds are positively contributing to a sustainable society. In addition, I am now aware of where my money is invested and the associated charges and fees. The best part is that my new arrangements cost less than before, proving that having a conscience doesn’t have to come at an additional cost!”