Three things your client may call you about this week ...

'Don't plan on retiring soon'

clock • 2 min read

Ethical investments, a potential change in retirement plans and financial vulnerability - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend..

Ethical investments are outperforming traditional funds A detailed number-crunching of environmentally sustainable funds has revealed that they have outperformed traditional funds across the board - beating them during the pandemic as well as during the 10 years up to and including the coronavirus sell-off, The Guardian reports. Morningstar assessed 745 sustainable funds, comparing them against 4,150 traditional funds, and found they matched or beat returns in all categories - whether bonds or shares, UK or abroad. Over 10 years, the average annual return for a sustainable fund ...

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