Sustainable investing is something your clients have a growing interest in. But how do you have a meaningful conversation here? In a complex area, where do you begin, and perhaps just as importantly, where do you sensibly close that discussion?
The 2021 UK government roadmap, ‘Greening Finance’ highlighted that the FCA is considering how best to incorporate sustainability within existing investment suitability rules. Equipping you to be ready, Dynamic Planner launched a then industry-first, a psychometric sustainability questionnaire, capturing a client’s sustainable investing preference in a clear and repeatable way.