Case Study: PensionBee achieves strong demand for a fossil fuel free pension plan with Attest

Creating a pension plan loved by 89% of investors with PensionBee

PensionBee, a UK pension provider, started hearing from customers who wanted oil companies excluded from their investments. Unsure whether this reflected a vocal minority or broader demand, the customer insights team turned to Attest to quickly test how representative these views were among their target consumers.

Using Attest’s consumer research platform, PensionBee surveyed customers on ethical investing preferences and appetite for a fossil-fuel-free pension plan. The research validated strong demand for the new Fossil Fuel Free Plan, helping PensionBee lobby its money managers to create it; the plan quickly attracted £45 million in switch commitments from 4,000+ investors, and a follow-up survey found 89% of investors were happy with its exclusions.

PensionBee

Priyal Kanabar

Customer Insight Manager