Responsible investment - preparing for a climate of change

education icon Ryan Medlock and Fiona Hanrahan look at the current responsible investment landscape and discuss best practice in how to prepare and conduct client conversations.

They also explore the steps financial planners can take to integrate responsible investment considerations into advice propositions, including fact-finding, client segmentation, and combatting the evolving threat of greenwashing.

Once you've watched the webinar, simply complete the short quiz below and give us a few details. You'll then be redirected to your personalised CPD certificate.

timer iconAfter watching this webinar, you'll understand: 

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

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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.