Advisers’ Sustainability Group report launched

Posted on: September 9th, 2026

I am delighted to be able to share the Advisers’ Sustainability Group report, which was launched yesterday.

Both the report and the letter that accompanied it can be downloaded below.

Both can also be downloaded from the PIMFA secretariat site, along with our Terms of Reference and other information.

Few may know that this work goes back a very long way, over 20 years – for some of my colleagues on the committee, and myself – when we raised this with the (then) FSA with our (then) UKSIF hats on.

Our view is, and has always been, that intermediaries should be encouraged to, and equipped to, talk about sustainability and related topics with clients.

The report carries the statistics and detail, but from a financial advice perspective there are two main reasons: many people care about such things and their opinions should be explored, and sustainability issues will be increasingly relevant to investment returns going forward.

We hope the report gives advisers and wealth managers the support they need to advise on this area with confidence. And that the FCA will respond positively to our requests – particularly given what we now know about both relevant risks and opportunities.

Members of the ASG will be discussing this at our (free to attend) annual event on 1 October, and there are still some spaces available for advisers, wealth managers, fund selectors and their colleagues.

Julia Dreblow

ASG Vice-Chair