Updated December 2024: PensionBee no longer offers the Impact Plan. To find out about our sustainable pension plans such as our Climate Plan and Shariah Plan, visit pensionbee.com/uk/plans.

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Welcome to the latest edition of The Pension Confident Podcast, we hope that listening's one of the many good things that happen to you today! This time we're looking at impact investing; what it is, why it's important and how it can be used to drive environmental and social change whilst saving for your retirement.

You might already be vegetarian or buying fairtrade products; volunteering or cutting down on flying. But what if you could make your biggest impact simply by looking into where your money's invested?

It's called impact investing, and helping us to understand what it is and how it can drive change are:

• Campaign Director for Make My Money Matter; David Hayman
• Partnerships Director at Huddlecraft and Lead for Money Movers; Anneka Deva
• PensionBee's Chief Engagement Officer; Clare Reilly.

Episode Breakdown:

01:15 What's the goal of impact investing?

05:50 Making an impact on environmental and social issues

08:41 How individuals can make an impact with their money

15:58 What demographics are interested in impact investing?

20:12 How much does it cost and what returns will you get?

25:31 What's next for impact investing?

*A small caveat to say we were close with a stat, but not quite correct. The amount of Financial Advisors who are women is actually 17% rather than the 16% stated.

Further reading:

You'll find plenty of impactful information on the PensionBee website and YouTube channel.

• Episode 16 transcript
• What are UN SDGs and why do we have them?
• Does socially responsible investing make financial sense?

Other useful resources:

• Money Movers
• Make My Money Matter (MMMM)
• Green my pension (MMMM)
• Sustainability labels (FCA)
• UN Sustainable Development Goals
• Place Based Impact Investing (The Good Economy)

Catch up on the latest news, read our transcripts or watch on YouTube:

• The Pension Confident Podcast
• The Pension Confident Podcast on YouTube

Follow @PensionBee on X, Instagram, TikTok, Facebook, Threads and LinkedIn.

Follow @MakeMyMoneyMatter on X, YouTube, Instagram, TikTok, LinkedIn and Facebook and @WeAreMoneyMovers on Instagram.