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Advice Investments Wealth management

Our Shared Prosperity Plan

Growing our business responsibly for the long term

Through times of unprecedented change we remain focused on our core purpose to create prosperity for the generations of today and tomorrow. That doesn’t just mean economic growth; it means enabling people to thrive and achieve their own life goals. And it goes further than our customers and their families. As a responsible business we also strive to create long-term, sustainable value for employees, partners, shareholders and society more broadly. That’s what we mean by Shared Prosperity.

Our Shared Prosperity Plan focuses on three long-term priorities that matter most to our customers and our business; and which will help us achieve our ambitions.

By building knowledge and skills amongst customers and wide society, we help...


Enhance financial capability and engagement

This equips people to make better financial decisions, which can...


Enable more people to have a secure financial future

And we help protect customers' assets over the long-term by...


Promoting an inclusive and responsible investment industry

We recognise that we, and the wider financial services sector, have a critical role to play in rebuilding trust and creating a better future by helping to address some of the world’s most significant issues; that's why we believe that a company's value goes beyond making a profit. Through our Shared Prosperity Plan we’re committed to playing our part.

If you have comments or feedback on our Shared Prosperity Plan please get in touch: