The sustainable investment conference for financial services professionals

This year’s ever popular annual SRI Services and Partners Good Money Week event will be held at the Mermaid, near Blackfriars, London on THURSDAY 1st October 2026 – with its beautiful views of the Thames.  (Note: this is a change of venue).

This all day sustainable investment conference is designed for UK retail financial services intermediaries – primarily – wealth managers, financial advisers, financial planners, fund selectors and related professionals.

The event is free to attend for these groups, and to our partner firms, who we thank for funding the event.

Register via Eventbrite here. 

Event overview:

Attendees will hear from a range of leading sustainable, responsible and ethical investment fund managers and experts, and have the opportunity to watch the National Emergency Briefing film, to be hosted by The Rt. Hon. The Lord Deben.

The agenda is in three parts:

• Morning agenda (9.45 – 13.30) – Fund Manager panels and keynotes exploring how leading sustainable, responsible and ethical fund managers are responding the fast moving drivers of change that are impacting the world today  – topics include geopolitics, climate transition and AI. 
•  Afternoon agenda (14.30 – 16.30) – Helping advisers, wealth managers and others to navigate good practice & have better sustainability conversations with clients. This includes two panels on the new Adviser Sustainability Group report. 
• Early evening agenda (17.00 -18.15) – Film showing and discussion of the  People’s Emergency Briefing film.  The Rt. Hon. The Lord Deben will lead the discussion.

(See full agenda details below)

Register via Eventbrite here. 

When signing up on Eventbrite …  We want to make the most of the limited space we have available, and understand people can not always attend all sessions. We would be grateful if you would let us know – on the sign up form – whether or not you expect to join us during the day, in the evening, or both.

AGENDA

Please Note: timings are approximate  & final details may vary slightly

09.15 – 09.45  Registration

09.45 – 10.10  Welcome – Julia Dreblow, Founder & CEO – SRI Services & Fund EcoMarket

10.10 – 10.55  Fund Manager Session 1: Investing responsibly in a fast-changing, geopolitically complex world. With conflicts raging and established norms under pressure how are sustainable and ethical investors responding, and is taking a longer term view more important than ever, or a risk?

• • • Jenn-Hui Tan: Chief Sustainability Officer – Fidelity International
    • David Harrison: Head of Sustainability & Fund Manager – Rathbones Asset Management
    • Tom Firmin: Senior Investment Manager, Pictet-Positive Change – Pictet Asset Management

10.55 – 11.15  MORNING KEYNOTE – Mark Manning, Visiting senior fellow – London School of Economics and Political Science; and convener of ISO working group on Net Zero Transition Planning for Financial Institutions – What can financial institutions do to support the transition to a low emissions, climate resilient future? Where are we now, what does ‘good’ look like, and what should you be saying to clients?  

11.15 – 11.35  Coffee Break

11.40 – 12.25  Fund Manager Session 2: Climate Transition investment in practice. With increasingly extreme weather front of mind, expert fund managers discuss the need to transition, the role of investors in encouraging and supporting improvement and how they are working to select winners. 

• • • Miranda Beacham: Head of UK Responsible Investment – Aegon Asset Management
    • Brian Sparkes: Head of Investor Relations – ATLAS Infrastructure
    • Vicki Bakhshi: Climate Strategist – Columbia Threadneedle Investments 
       

12.25 – 13.10  Fund Manager Session 3:  Navigating AI’s environmental and social footprint. Big tech’s potential to do both harm and good are immense. Leading responsible investors discuss where they are, and are not, investing – and why? 

• • • Peter Michaelis: Head of Sustainable Investment – Liontrust Asset Management
    • George Crowdy: Senior Fund Manager – Royal London Asset Management
    • RBC BlueBay Asset Management

13.10 – 13.30  Fund Manager Session 4: Showcasing Leadership 

• • • James Corah: Head of Sustainability – CCLA / Jupiter Asset Management 
    • Carlota Esguevillas: Head of Sustainable Investment – EdenTree Investment Management

13.30 – 14.30  Lunch break

14.30 – 14.45   Welcome Back

14.45 – 15.05  AFTERNOON KEYNOTE – Danielle Walker-Palmour, Director – Friends Provident Foundation – Exploring intergenerational harmony and disharmony in investment planning

15.05 – 15.45  ASG panel 1: Advisers’ Sustainability Group* (ASG) members discuss their new report, focusing on its’ purpose, content and lessons learned – Q&A  

• • • Julia Dreblow – SRI Services / ASG Vice Chair
    • Maja Erceg  – PIMFA / ASG Secretariat
    • Lee Coates  – In Accord
    • Amy Clarke – Tribe Impact
    • & tbc

15.45 – 16.25  ASG panel 2: ASG members share their opinions on the practical application of the report’s content and what it means for advisers’ and wealth management businesses – Q&A  

• • • Julia Dreblow – SRI Services / ASG Vice Chair
    • Maja Erjec  – PIMFA / ASG Secretariat
    • Sophie Kennedy – EQ Investors
    • Robin Keyte – Wren Sterling
    • & tbc

16.25 – 16.30  Close formal conference

16.30 – 16.50  Drinks / break

16.55 – 17.00  Introduction to film & host

17.00 – 17.50  FILM: People’s Emergency briefing .  A short film designed for public, workplace and community viewings.  The film brings together leading experts to discuss the UK’s climate and nature crises, and what they mean.  The film is a call to action hosted by Chris Packham.  It is intended to be followed by a discussion. Shown courtesy of the  National Emergency Briefing team.

17.50 – 18.15  EVENING KEYNOTE: The Rt. Hon. The Lord Deben will lead discussion of the film

18.15                Event close

Register via Eventbrite here. 

Admittance is at our discretion. 

We have limited capacity, and will only admit individuals who work in retail financial services and investment.

This event is made possible thanks to the support of the partners below:

• Aegon Asset Management
• ATLAS Infrastructure
• BlueBay Asset Management (RBC)
• Burges Salmon
• CCLA / Jupiter Asset Management
• Columbia Threadneedle Investments
• Edentree Investment Management
• Fidelity International
• Liontrust Asset Management
• Pictet Asset Management
• Rathbones Asset Management
• Royal London Asset Management

Further information

• Tickets are available via Eventbrite *  (1/2 sold so far).
• CISI CPD endorsed – up to 6 hours
• Free to attend thanks to our event partners, who we will share delegate details with.
• This event has been running for many years and we expect it to sell out, so please sign up now if  you are interested in attending.
• See last year’s event videos here.
• About the (FCA established) Advisers’ Sustainability Group*.

*we reserve the right to refuse entry or charge a fee to other individuals

‘Good Money Week’ is an annual UKSIF initiative.

See previous SRI Services Good Money Week events

Contact

If you have any questions about our event or would like to get involved please contact us:

• julia@sriServices.co.uk
• su@sriServices.co.uk

Last year’s event highlights video:

SRI Services and Partners Good Money Week event 2026