Climate Change Data

PensionBee Group plc

Climate Impact & Sustainability Data (2021)

Reporting Period: 2021

Environmental Metrics

Total Carbon Emissions:8.4 tonnes CO2e (location-based); 0.0 tonnes CO2e (market-based)
Scope 1 Emissions:0.0 tonnes CO2e
Scope 2 Emissions:8.4 tonnes CO2e (location-based); 0.0 tonnes CO2e (market-based)
Renewable Energy Share:100% renewable REGO sustainable green electricity in new office
Total Energy Consumption:39,361 kWh
Carbon Intensity:0.003 tCO2e per £m revenue (location-based); 0.0 tCO2e per £m revenue (market-based)

ESG Focus Areas

  • Environmental
  • Social
  • Governance

Environmental Achievements

  • Minimized environmental impact through remote working policy and as a paperless provider
  • Integrated ESG into investment range, closing two plans that could not be screened under ESG policy
  • Created and introduced the UK’s first mainstream fossil fuel-free pension plan

Social Achievements

  • Maintained 50% female representation on the Board and Executive Management Team and achieved gender parity across all levels of the business
  • Published Diversity, Inclusion and Equality Policy with public commitments
  • Accredited Living Wage Employer
  • Published Gender Pensions Gap report

Governance Achievements

  • Voluntary compliance with the UK Corporate Governance Code
  • Disclosed under SASB, WDI, and SECR frameworks for the first time
  • Offered customers the opportunity to participate in the IPO

Climate Goals & Targets

Medium-term Goals:
  • Achieve profitability by the end of 2023

Environmental Challenges

  • Regulatory changes
  • Information security breaches
  • Operational risks from third-party providers
  • Market fluctuations
  • Credit risk from third-party financial services providers
  • Reputational risks
  • Competition in the pensions market
  • Loss of key employees
Mitigation Strategies
  • Robust risk management framework
  • ISO 27001 certification
  • Automation program
  • Recurring revenue from long-duration assets
  • Contracting with reputable asset managers and banks
  • Strong culture of fair treatment of customers
  • Embedded processes to gather customer feedback
  • Succession planning

Supply Chain Management

Responsible Procurement
  • Due diligence and suitability assessment
  • Supplier Management Policy
  • Responsible Supplier Policy and Code of Conduct
  • Information Security Policy

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: SASB, Workforce Disclosure Initiative (WDI), Streamlined Energy and Carbon Reporting (SECR)

Certifications: ISO 27001

Third-party Assurance: Deloitte LLP

Sustainable Products & Innovation

  • Fossil Fuel Free Plan

Awards & Recognition

  • Financial Times & Investors Chronicle Celebration of Investment Awards - ‘ESG Champion - Innovation’
  • FTAdviser Diversity in Finance Awards - ‘Employer of the Year’
  • Highly Commended: FTAdviser Diversity in Finance Awards - ‘Trailblazing Company of the Year’