Our communities

"We have a clear and important role to play as both an employer in creating access and opportunity, and as an educator in supporting consumers and intermediaries, providing them with information, data and tools to help them make better informed financial decisions"

Matt Timmins
Joint CEO

defaqto - ESG Reviewed

Created by Defaqto's expert insight team, ESG reviews enable advisors to assess a fund from an independent ESG point of view, helping them to give consumers the data and insights to make financial decisions that reflect their personal principles.

Educating society to make better informed decisions

"Defaqto's ESG Reviews consider the ESG (environmental, social and governance) policy of a fund as well as evidence as to whether or not the fund is following that policy"

PAN ANDREAS
Head of Insights & Consulting, Defaqto

Educating society to make better informed decisions

Young Person's Guide To Money

We're dedicated to supporting the delivery of the Financial Capability Curriculum, and offer our Members resources so they can deliver practical financial education to the next generation.

Download

Young Person's Guide To Money
Educational Partnerships

Educational Partnerships

Huddersfield University Huddersfield New College

Partnering with Huddersfield University and Huddersfield New College, we collaborate on the development of their curriculums and trial qualifications, supporting students via impact days, lectures and placements.

Working with local charities

Florence Nightingale Hospice Charity
Revive MS
Forget Me Not Children's Hospice
New Roots

In 2020, our staff chose local causes to support throughout the year, as a way of giving back to our local communities. Despite a national lockdown, our charity committee still organised a series of virtual events, to allow staff to get together, have fun and support these amazing charities.

"We were honoured to be chosen by the team at SimplyBiz in 2020 – and it will certainly be a year to remember! SimplyBiz stood by us against all the odds and became triumphant as the winners of our first Corporate Charity Challenge! With events cancelled, shops closed and our services more in demand than ever, virtual fundraising became our lifeline and we can’t thank SimplyBiz enough!"

LOU ADDISON
FORGET ME NOT HOSPICE

Hopezine

Focusing on mental health in a year like no other, we sponsored Hopezine, a magazine offering support and advice for mental wellbeing.

Hopezine