Responsible business
We are more than just a business. What we do makes a difference to individuals, to families, and to society.
We’re proud to publish our latest Responsible Business Report, highlighting the great progress we have made on our responsible business journey. We aim to play our part in the global effort to reach net-zero by 2050. And we aim to uphold the highest standards in our conduct with clients, colleagues, the communities in which we operate, and society as a whole.
Committed to making a difference
We’re committing to making a difference across five key areas for our clients, employees, the businesses we work with, the communities in which we work, and the environment.
- Being a responsible business - The Good Business Charter
- Being a sustainable business
- Being a diverse and inclusive business
- Promoting wellbeing
- Community and charity
Our commitment to customers
We help our clients achieve their long-term goals by creating a financial plan centred around them. We believe that a good financial plan can help change people’s lives, giving them and their loved one’s peace of mind.
A personal touch
When it comes to giving financial advice, our clients are at the centre of what we do. Our advisers listen and take the time to build long-term trusted relationships with our clients, giving them the confidence they need to stay on track with their finances.
We are inclusive
We’re committed to offering simple, accessible and affordable advice to more people, helping to create a society where everyone sees the value of a great financial plan.
Trust is key
When it comes to our clients’ money, we take our responsibility very seriously. Our advisers look after our clients’ investments with care, knowledge, and expertise. Our partnership with two of the largest names in the UK financial services industry - Lloyds Banking Group and Schroders – means our clients can trust us to make the right choices for them.
We take pride in supporting our colleagues, suppliers, community and environment
We are committed to our colleagues' wellbeing, creating an environment where they can bring their whole selves to work.
We commit to act responsibly in all of our business practices, ensuring we are fair and transparent throughout the value chain.
We seek to make a positive impact in our communities, in society and on the environment.
To bring about change, we need to concentrate our efforts in areas where we can make the biggest difference. That may often mean joining forces with others.
What action are we taking?
Our Commitment
Sustainable Tax Principles
At Schroders Personal Wealth, we understand that tax is one of the ways that we can contribute to our society.
We are pleased to be accredited with the Fair Tax Mark.
We are committed to adopting sustainable tax principles that align with our broader ambition to be recognised as a responsible business.
We look to achieve this by:
- Paying fair taxes
- Maintaining our tax integrity by engaging in fair tax practices
- Ensuring compliance with local laws and regulations
- Maintaining open and transparent relationships with tax authorities and stakeholders
- Acting in accordance with our Tax Strategy
