This event explores the impact that COP26 and its associated themes will have on the decision-making of trustees and executors.
The world of private finance is changing. Sustainability is in the spotlight as consumer preferences change: a recent survey found that 70% of savers want their investments to consider the impact on people and planet alongside financial performance.
Upcoming changes to regulation are expected to impact the way in which discretionary managers and financial advisers work with clients. Taking clients’ sustainability preferences into account may become mandated in law.
For the financial planning industry, precedents have been set and the direction of travel is clear – but how will these industry changes affect other professionals?