As a mutual, our ethos of care is at the heart of our company. It’s in our DNA and it has been since 1841. Because we believe that when we work together, our collective efforts have the power to make a difference. 

How we make a difference

From how and where we invest your money, to the way we serve our communities and run our business, we are proactively seeking opportunities to be a positive force for change in a number of key areas of sustainability.

Sustainable investing

Sustainable investing can mean different things to different businesses.

When we invest in companies, we aim to improve the sustainability of our managed funds, engaging with and challenging investee businesses to become more sustainable where we believe we can make a positive difference.

We do this by applying the three principles of responsible screening, positive contribution and active engagement.

Discover sustainable investing

Community and citizenship

At Wesleyan, we’ve always recognised our responsibility to the communities around us. That’s why we created the Wesleyan Foundation, to provide financial support to the organisations that promote health, education and social development.

Since 2017, we've donated millions to countless causes across the UK.

Find out more

Business impact

Looking after you and your world starts with us, and how we manage our business on your behalf.

That's why in 2019, we set out our goal to be operationally carbon neutral by the end of 2023. We are currently analysing the data to ensure we have successfully met our target. This will be confirmed in our 2023 annual report and accounts.

Driving change - a more inclusive Wesleyan

As well as our sustainability goals, we have also set targets to become a more diverse and inclusive company by having more women and BAME colleagues in our senior leadership grades (40% and 20% respectively by 2025).

We have action plans in place and have signed up to initiatives such as the 30% club to help meet these goals.

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Wesleyan Foundation

Since the launch of the Wesleyan Foundation in 2017 it has donated over £5.9 million to more than 500 charities, community groups and social enterprises, benefitting thousands of people across the UK. 

Visit Wesleyan Foundation

Sustainable investing

At Wesleyan, our role isn’t just about managing your money. We’re  dedicated to ensuring the way it’s invested delivers better outcomes for you, the environment and the community you live in.

More about sustainable investing