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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 from Sacha Sadan.
The report is the output of a group convened by the FCA in 2024, (Julia Dreblow was Vice Chair)
The report and the letter to the FCA, that accompanied it, can be downloaded below.
REPORT: PIMFA-ASG-report-16-270826
LETTER: ASG-Open-Letter-to-the-FCA
Full information can be downloaded from the PIMFA secretariat site, along with our groups Terms of Reference and other information.
The report is referenced on FCA website here.
– Essential Knowledge – a foundation for success
– A Good Practice Framework for advisers (in two parts: business, and advice process)
– A Framework for training and CPD provision
– Appendix (this includes a glossary, and adviser ‘tips’, supporting the above chapters)
The report includes practical support as well as recommendations.
Recommendations to the FCA are in the accompanying letter.