We asked clients what success means to them, and how investing and saving has played a part in helping them achieve their personal goals. We received hundreds of responses, providing valuable insight into what is important to our customers, why and how they choose to invest. These stories remind employees that it is real people's money we are responsible for managing.
"To me, success is not driving fast cars or living in fancy houses, it's being able to have a comfortable retirement so I'm not watching every penny and its being able to help my children… My personal idea of success is to provide for my family when they need it, and then to enjoy life when I retire, having worked hard for all my working life"
David, Isle of Man
Investor in the Threadneedle Ethical UK Equity Fund