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Corporate Social Responsibility Report

13th August 2020

Corporate Social Responsibility Report

Year to 31 March 2020

Positive Wealth Creation Ltd wishes to improve relations with the people and environments affected by business operations beyond compliance with regulation and legislation. Our approach to Corporate Social Responsibility is through economic responsibility and promotion of community cohesion in our locality.

We achieve our aims in two ways. Firstly, to promote the awareness of financial planning to students through our Course Connect partnership with the University of the West of England. Secondly, to promote community cohesion in our home town of Burnham-on-Sea and its environs by supporting local events and some non profit organisations.

We have a separate envrionmental management policy, which emphasises the importance of recycling and reduction of resource use including single use plastics.

In early 2020 we undertook an audit of energy usage with a view to reducing use and becoming carbon neutral. This work is ongoing, although owing to the pandemic there has been a substantial reduction in energy use and emissions owing to reduced commuting and business travel.

We review our policy annually and publish this report on activities annually.

Supporting the next generation of financial services employees with the University of the West of England

Course connect partner delivering:

2020 Annual Guest Lecture in Personal Financial Planning;

2019 graduation prize for the best student in Personal Financial Planning;

2019 summer paid student placement;

Membership of the Academic Advisory Board for Accounting, Economics & Finance.

Supporting the Burnham-on-Sea area Community

Donations / Sponsorships in order of size:

Burnham-on-Sea Chamber of Trade & Commerce

For its 2019 Christmas Lights display

For its web URLs

Eat Festivals

For its 2019 events

Highbridge & Burnham on Sea Carnival Ltd

For its 2019 procession

Burnham on Sea & Highbridge Town Council

For the 2019 Fireworks display

St Andrew's Church

For the 2019 Christmas Tree Festival

Our Lady & The English Martyrs' Church

For the 2019 Quilt & Flower Festival

Highbridge Festival of the Arts

For the 2020 Festival

Save the Children

For the 2019 Christmas Jumper Day

The King Alfred School, An Academy

2019 Year 13 mock interviews participation

Burnham Area Youth Centre

Old IT equipment


Burnham-on-Sea Chamber of Trade & Commerce

Somerset Chamber of Commerce

Royal Bath & West of England Society

Pandemic response:

Positive Wealth Creation Ltd has neither taken part in the HM Government Coronavirus Job Retention Scheme by furloughing staff nor has received funds from the Bounce Back Loan Scheme.

Issue date: 31 July 2020

Dramatic sunset August 2020

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Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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