Our values

Two men in a park

We live and breathe our values.

Strong values are the foundation of our success. They permeate every area of our work and define all our business relationships and the way we work with each other. We are passionate about everyone making the most of their money and pension and have a unique role in connecting people behind a collective goal of improving financial wellbeing throughout the UK.

We’re not only looking for the best people to come and work for us, but we need people who align themselves to our values.


We care about our colleagues and people whose lives we are here to transform.


We will transform lives through our ability to make positive connections.


We are committed to transforming lives and make a positive societal impact.