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Wealth Management

Citywire Wealth Manager ‘Screened, Themed & Engaged’ event article

I am delighted to share an article that Libby Ashby from Citywire has kindly written about our ‘Screened, Themed and Engaged 2017’ event which she attended. This article was published in Citywire’s Wealth Manager magasine today (3 November 2017).             Libby Ashby asks: When will ESG be fully integrated into mainstream investing? Last month […]

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Latest News

SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns
July 20, 2018

I am running rather late with blogs at the moment as there is so much happening – but felt it important to flag the news that the FCA is looking into the area of ESG/SRI in Q1 2019 – as part of their response to the Law Commission’s  review of Pensions and Social Investment. None […]

DWP pension consultation – deadline 16 July
July 12, 2018

For those wishing to respond to the current DWP Pension scheme trustee consultation, which will undoubtedly have a significant impact on the way DC schemes view SRI/ESG/Impact investment, here is the link to the current consultation: ‘Consultation on clarifying and strengthening trustees’ investment duties’. Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018 In brief, […]

ILP Moneyfacts: SRI lightbulb moment editorial
July 12, 2018

Investment Life and Pensions Moneyfacts magazine’s front page piece this month is devoted to ‘sustainable, responsible and ethical investment’. The editorial, which you can read here focuses on the shifts in regulation that have been a lightbulb moment for investors – who are increasingly recognising the importance of environmental and social issues. The article includes a […]