The Great British Sustainable Savers Census

Insights For Platforms & Banks  

Our new census of 6,000 people provides unique insight into investor attitudes around sustainable investments. The report aims to inform platforms, asset managers, pension providers and banks about the sustainable interests, attitudes and plans of investors, pension holders and savers. It also includes detailed feedback from advisers on their plans to integrate sustainable investing and what challenges may arise for them.


Key stats at a glance

                                                                                                                                                                               

Platforms and banks have an educational role and have the opportunity to entice new investors. There are 4.3m savers who would prioritise investing sustainably over returns when taking out an investment product. However, companies need to provide the right information and signposting to sustainable funds.


This report has been designed to help platforms & banks...

  • Understand what investors look for and how best to communicate this and map through to relevant products.
  • Support investors on the journey to investing sustainably, through understanding what information they need, what barriers there are and what product options they would like.

Price: £8,000 + VAT 

This cost includes:

  • Full report,
  • All underlying data,
  • Bespoke webinar for your firm to walk through the findings and take questions.

  

Our 6 consumer segments

Our consumer segmentation can be used to help platforms and banks understand the range of investor priorities to inform development of the investor journey.

  

 

Younger investors are more likely to say they hold sustainable funds

We asked …

Which of the following sectors are you currently invested in? Please select all that apply.

Which of the following sectors are you considering increasing your holdings in, in the next 6 months? Please select all that apply.


Communications need to balance performance with evidence of impact

We asked …

What would you most want to know if you were making a new sustainable investment?


Lack of awareness around sustainable investing is a barrier for investors

We asked...

You said you do not hold or are not considering sustainable or ethical investments, why is this?

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