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Wealth & Investment Hub 2025

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Sustainable Financial Planning: from the margins to the mainstream

24 Jun 2025
Wealth & Investment Management Hub
Sector: Finance & Investment

In the recently published FCA Financial Lives Survey, 72% of adults who already had investments or held a defined contribution pension scheme wanted 'do some good as well as provide a financial return'. However, in Q1 2025 the Investment Association's research puts the proportion of UK investor funds under management in responsible and sustainable funds at only 7%. What can we learn from our panel of practitioners when it comes to conversations they are having with their clients and how adoption of these practices can be accelerated?

Moderator
Nick Stoop, Founding Partner - Pangea Impact Investments
Speakers
David Macdonald, Founder - Path Financial
Nicholas Chaitow, Chartered Financial Planner - Wren Sterling
Sebastian Elwell, Director - Switchfoot Wealth