)
)
)
Sustainable Financial Planning: from the margins to the mainstream
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?
