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The Advisers’ Sustainability Group report ‘Sustainability In Practice: Guidance for Advisers and Trainers’ was launched on 8 September 2026, with kind words and supportive sentiments from Sacha Sadan, who requested the report whilst he was Director of Sustainable Finance at the FCA (project initiated late 2023).
The report and the letter to the FCA, that accompanied it, can be downloaded below.
ASG documents published on 8 September 2026:
- REPORT: PIMFA-ASG-report-16-270826 – final report
- LETTER: ASG-Open-Letter-to-the-FCA – ASG requests made to the FCA
Previous ASG documentation:
- Advisers’ Sustainability Group Terms of Reference document
- Further information is published on the PIMFA website.
Post launch ASG information:
The Advisers’ Sustainability Group report is in four parts:
The Advisers’ Sustainability Group report is in four parts:- Chapter 1 – Essential Knowledge – a foundation for success,
- Chapter 2 – Good Practice Framework for advisers (in two parts: business, and advice process),
- Chapter 3 – Framework for training and CPD provision,
- Appendix (includes a glossary, adviser ‘tips’ and information designed to support the first three chapters).
The report includes practical support as well as recommendations for advisers, wealth management companies and providers of CPD and training.
Members of the group are listed in the report. Julia Dreblow, founder of SRI Services, is/was the group’s vice chair.
Our 2026 SRI Services and Partners event videos have three sessions on to this topic.
Next steps:
The report is intended to help the adviser and wealth management community.
The committee made four recommendations to the FCA in the accompanying letter. The FCA has not yet responded.