SDR changes: What next for financial advisers?

In a bid to "inform and protect consumers, enhance competition, and improve trust in the market for sustainable investment products", the Financial Conduct Authority (FCA) published its final paper on SDR for the industry to digest on 28 November 2023. The first deadline for firms of all sizes was the anti-greenwashing rules, which came into force on 31 May this year. Firms then were able to use labels - sustainability impact, sustainability focus, sustainability improvers, and sustainability mixed goals - with accompanying disclosure from 31 July. Names and marketing rules were set t...