Responsible investment 2021

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Ryan and Fiona look at the current responsible investment landscape before discussing best practice in how to prepare and conduct client conversations in this area. They also explore some more prudent steps that financial planners can take to integrate responsible investment considerations into advice propositions.

CPD learning outcomes - 60 minutes

timer iconAfter watching this webinar, you will you'll have an understanding of: 

  • The main recommendations of the EU Sustainable Finance Action Plan and other regulatory drivers in relation to responsible investment.
  • How to better prepare and conduct more engaging client conversations on responsible investment.
  • How responsible investment can be integrated into advice and investment propositions.

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.