Sustainable Pensions - Charlotte O’Leary

This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has taken her through several different sectors, and we focus on where the financial planning profession needs to catch up in terms of sustainability. Charlotte also shares some interesting insights into our relationship with money and explains how we’re all hardwired to seek short-term rewards. This doesn’t bode well for pensions so Charlotte emphasises the importance of pensions, planning for your retirement and how the lack of financial education in school is doing us all a disservice. A fantastic chat full of gold nuggets of information! 

We cover: 

• Charlotte’s career journey 
• Who are Pensions For Purpose? 
• Sustainability in business, life and pensions 
• Financial education in school 
• Advice for anyone wanting to get into sustainable financial planning 
• Diversity and inclusion 

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