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.
"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"
Head of Insights & Consulting, Defaqto
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.
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.
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!"
FORGET ME NOT HOSPICE
Focusing on mental health in a year like no other, we sponsored Hopezine, a magazine offering support and advice for mental wellbeing.