FCA Archives

FCA Financial Lives Survey 2024 - responsible investment highlights

Published on: 22/05/2025

The FCA has just published the findings of its most recent Financial Lives Survey, from data collected in 2024. The…
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FCA delays SDR portfolio labelling work (for now)

Published on: 29/04/2025

The following has been published on the FCA's website today (29 April 2025) - reproduced here as shown on…
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FCA Climate Adaptation report

Published on: 20/02/2025

The FCA published a further climate adaptation report in January 2025, in response to DEFRA's invitation to comment on the…
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FCA postpones extending SDR label to portfolios

Published on: 19/02/2025

The FCA has postponed the extension of SDR labelling to portfolios and will no longer be publishing new guidance on…
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Regulating ESG ratings providers

Published on: 18/11/2024

Regulating ESG ratings providers The information below is 'cut and pasted' from an email received from the Treasury on 15…
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FCA publishes sustainability disclosure practice examples

Published on: 04/11/2024

The FCA has updated their SDR webpage with some disclosure practice examples based on their experience at the gateway, which…
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SRI Services and partners 2024 event videos

Published on: 18/10/2024

We are delighted to be able to share videos from our annual conference, which are displayed in the order of…
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FCA updates - Naming and Marketing 'flexibility'

Published on: 10/09/2024

The FCA has made two welcome announcements recently which point to the regulator listening to sensible industry feedback (including our…
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Adviser Sustainability Group seeking adviser opinions

Published on: 19/07/2024

The 'Adviser Sustainability Group', an industry working group established by the FCA, has published two questionnaires on the PIMFA…
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SDR update - a whistlestop tour for financial advisers

Published on: 19/07/2024

As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays,…
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The FCA's welcome Anti-Greenwash rule is now live - our thoughts

Published on: 31/05/2024

SRI Services is delighted to welcome the FCA's new anti-greenwash rule which takes effect today - and has taken this…
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New Anti Greenwash rules and portfolio rules announced by FCA

Published on: 25/04/2024

SRI Services is delighted to welcome the FCA's anti-greenwash clarification and the news that the scope of SDR is to…
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What is SDR? article just published in ILP Moneyfacts

Published on: 13/03/2024

Sharing the article I wrote for Investment Life and Pensions Moneyfacts magazine a few weeks ago - which was published yesterday!…
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'Adviser Sustainability Group' Terms of Reference and member names published

Published on: 05/03/2024

I am delighted to report that we can now share both the Terms of Reference and the names of the…
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Appointment to Vice Chair of new working group for financial advisers

Published on: 16/01/2024

We are delighted to report that Julia Dreblow has been appointed Vice Chair of the FCA's new industry led Adviser's…
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FCA Sustainability Disclosure and Labelling Regime published

Published on: 28/11/2023

SRI Services is absolutely delighted to welcome the SDR, which is now live. The information below is our 'welcome statement'…
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FCA finds further work required to embed its ESG and SI principles in funds

Published on: 20/11/2023

SRI Services is delighted to welcome the following statement from the FCA ahead of the (awaited) publication of SDR,…
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SRI Services & Partners event videos 2023

Published on: 17/10/2023

We are delighted to be able to share the videos from our annual event, held in London on 5 October…
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Last chance to sign up to our annual event!

Published on: 29/09/2023

A gentle reminder that this year’s SRI Services and Partners annual Good Money Week #GMW23 event, is coming up soon - in…
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FCA Financial Lives survey shows - yes - growing interest in ESG

Published on: 13/09/2023

July 2023 saw the publication of the FCA's 2022 Financial Lives Survey, which I have 'cherry picked' some key numbers…
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Climate Change Committee report critical of UK government progress towards Net Zero

Published on: 29/06/2023

The (UK's) Climate Change Committee, chaired by Lord Deben, published its annual statutory report to parliament on the UK's progress…
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ESG ratings consultation

Published on: 03/04/2023

Time does not permit me to do justice to everything that is happening in and around sustainable investment at the…
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Treasury Sub-Committee on Financial Services Regulations (Greenwash: sustainability disclosure requirements)

Published on: 16/03/2023

The recent Treasury Sub-Committee on Financial Services Regulations (Greenwash: sustainability disclosure requirements) has generated some headlines that could have been…
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FCA publishes 'Finance for positive sustainable change' discussion paper

Published on: 13/02/2023

'Finance for positive sustainable change' discussion paper published by FCA [Download 'SRI Services response to DP 23 1 (10 May…
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SDR: What and Why?

Published on: 14/12/2022

Below is an article I wrote for Investment Life and Pensions Moneyfacts which was published this week (December 2022). …
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FCA SDR consultation paper video

Published on: 07/12/2022

Now live: Below is a link to a new video I have posted on the SRI Services YouTube channel -…
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Professional Adviser article - Whistle stop tour of sustainability disclosure requirements

Published on: 14/11/2022

Why SDR should not play second fiddle to Consumer Duty Julia Dreblow 11 November 2022• 4 min read The Financial…
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FT Adviser article - will SDR confine greenwash to history

Published on: 14/11/2022

Published in FT Adviser 8 November 2022 By Julia Dreblow It was a huge relief when I learned the sustainability disclosure…
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SRI Services welcomes FCA's landmark SDR consultation.

Published on: 25/10/2022

SRI Services are delighted to welcome the publication of the FCA's new Sustainability Disclosure Requirements (SDR) and Investment Labels…
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SRI Services & Partners event videos

Published on: 24/10/2022

The following videos are from our 2022 'SRI Services and Partners Good Money Week' event. They are published in chronological…
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Scribe from our annual event!

Published on: 21/10/2022

This post is to share the beautiful image created by Scriberia at our recent annual event. It plots many of…
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SRI Services and Partners annual event 6 October 2022

Published on: 12/08/2022

The SRI Services & Partners annual Good Money Week event will be back, in person, on 6 October 2022 Sign…
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'Man who jumps on bandwagon accuses fellow passengers of being on bandwagon'

Published on: 23/05/2022

...and has now been rightly suspended by HSBC. There is so much to say on this story, but let me…
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Further thoughts on sustainable fund labelling

Published on: 31/03/2022

A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels…
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SRI Services response to FCA SDR and labels discussion paper DP21/4

Published on: 17/01/2022

I am delighted to share our response to the FCAs recent 'Sustainability Disclosure Requirements (SDR) and investment labels' discussion paper.…
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Normalising Net Zero - ILP Moneyfacts sustainable investment article

Published on: 15/12/2021

I am delighted to share my most recent article on sustainable investment, written for December's Investment Life and Pensions Moneyfacts…
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Appointment to FCA 'Disclosure and Labels Advisory Group'

Published on: 04/11/2021

I am delighted to report that I have been appointed to the FCA's new 'Disclosure and Labels Advisory Group'. The…
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Greening Finance roadmap & related developments

Published on: 21/10/2021

This brief blog is to help you bookmark this important document which maps out much of what we can…
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SRI Services & Partners Good Money Week event 2021

Published on: 18/09/2021

We are delighted to invite you to sign up to our annual event which is being held in two…
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SRI Services welcomes new FCA 'ESG and Sustainable Investment Principles'

Published on: 19/07/2021

I am delighted to welcome the launch of the FCA's new 'ESG & sustainable investment principles' which I have been…
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Regulatory developments in sustainable investment (July 2021)

Published on: 12/07/2021

[Please see my more recent 'Principles' blog as the FCA Sustainable Investment Principles are now live.] As you will know,…
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Climate considerations now embedded across main UK financial regulators

Published on: 25/03/2021

During UKSIF's excellent 'Ownership Day' event today I was delighted to hear from their keynote speaker Mark Manning of the…
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Building Trust in Sustainable Investment - FCA keynote speech at SRI Services Good Money Week event

Published on: 26/11/2020

On 21 October 2020 Richard Monks - Director of Strategy at the FCA - kindly gave the keynote speech at…
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SRI Services & Partners Good Money Week 2020 event videos now live!

Published on: 28/10/2020

I am delighted to report that we have just loaded the videos from our first ever online 'SRI Services and…
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Keynote speaker announced for 21 October SRI Services and Partners event

Published on: 02/09/2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event - 21 October 2020 I am delighted to announce that…
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EU ESG consultations - SFDR & Disclosure

Published on: 19/06/2020

Introduction The EU has a raft of consultations ongoing aimed at driving investment to be more focused on sustainability. I…
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Understanding Greenwash

Published on: 13/11/2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing…
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FCA Feedback Statement on Climate Change and Green Finance

Published on: 18/10/2019

The FCA issued the following important and welcome statement and linked report this week (16 October 2019). This, in my…
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PRA & FCA Climate Financial Risk Forum- first meeting

Published on: 22/03/2019

Source: FCA website 12 March 2019 First meeting of the PRA and FCA’s joint Climate Financial Risk Forum Press Releases Published: 12/03/2019 Last…
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FCA DP18/8 consultation: Climate Change and Green Finance deadline looming

Published on: 16/01/2019

As mentioned in my blog in October last year the FCA is consulting on climate change and green finance. SRI…
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How not to do SRI. Guardian article on Goldman Sachs 'Just' fund

Published on: 30/09/2018

I am not close enough to say whether or not the specifics of this article are correct, but the financial…
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SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns

Published on: 20/07/2018

I am running rather late with blogs at the moment as there is so much happening - but felt it…
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Obligatory ‘ethical’ fact finding?

Published on: 07/12/2017

We will be working with the Tranparency Task Force on the topic of asking the FCA to mandate ‘ethical/SRI/ESG’ fact finding. (Or more…
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Pensions & Social Investment: Law Commission review

Published on: 27/06/2017

We are delighted to welcome the Law Commission review of 'Pensions & Social Investment' published June 2017. This important review, whilst…
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