Climate Plan

Aims for the total carbon emissions produced by the plan’s companies to be reduced by at least 10% each year.

Could be suitable forAnyone wanting to invest in companies taking action to reduce their carbon emissions and leading the transition to a low-carbon economy.
Investment TypeEquityFixed IncomeCashOther
100%

Data provided by Morningstar

Risk/reward profile

Each of our pension plans invest in a different range of assets to meet the needs of its target customer. The mix of assets defines whether the plan is considered higher-risk (designed for growth) or lower-risk (designed for stability).

Higher

This higher-risk plan will invest the majority of your money into equities (company shares that are traded on stock markets) or corporate bonds (a type of loan guaranteed by a company). Equities have higher growth potential than other types of assets, but can also fall in value if the company or market performs poorly.

Plan factsheet

The Climate Plan launched on 30 September 2023 and so the first factsheet for Q4 2024 will be available in January 2025. You can view the current breakdown on Morningstar. Please be aware that performance before 30 September 2024 relates to a different SSGA fund.View Morningstar data

Total annual fee

With PensionBee you pay just one annual fee, taken from your pension pot.
0.75%Annually
Have over £100,000? We'll halve the fee on anything you save over that amount.