The time it takes to transfer a pension or ISA varies from case to case, and depends on how quickly your existing pension or ISA company provides us with the information we require in order to establish whether or not a transfer is in your best interest. See our process page for further details on what is involved in a transfer. We advise that the whole process can take anywhere between 4 weeks to 3 months to complete. It is important to note that the time it takes to advise and transfer an ISA or pension also depends on you providing us with any information required as appropriate.

The funds and portfolios that we use all provide regular updates on how they are investing, including in some cases calculators allowing you to easily work out how much carbon has been saved, or clean energy or fresh water has been produced as a result of your investment. We share these on social media and in our blogs which you can find on our website. Specific details are available on request.

The short answer is, no, this cannot be guaranteed. Ethics is one of the most difficult concepts to define; what is ethical to one person may be unethical to another. Our aim is to give your money more purpose for the good of society and the environment as well as for you personally than it currently has. Based on our extensive research it is our belief that the funds we hold, and the companies held within them all display commitment to this goal.

Unfortunately, our services are currently only available to UK only residents.