Step 1 – List out the key financial institutions you currently do business with (bank accounts, insurance, other financial investments including pensions)
Step 2 – Contact them to establish their investment policies regarding climate change and fossil fuels and letting them know you expect them to take people and planet into account when investing, and this impacts your choice of provider. Template letters are available here and are also available as a download once you complete the Pledge. Use the Make My Money Matter guides in Useful Links for further support.
Step 3 – If you are unhappy with their response check out some guides below on alternative options, and where appropriate work with your finance team to switch:
To pledge publicly you can tick just one option or both (sending the information requests and/or committing to change).
If unsure how to fill in the form, contact POW UK at email@example.com