Embedding sustainability in advice: Lessons from Good Money Week

Over the course of UKSIF's Good Money Week, we hosted a four-part Accord Talks podcast mini-series exploring how to embed sustainability, preferences and values into the advice process in a compliant and practical way.  We focused on four key areas: fact-finding, due diligence, disclosures, and values-based investing.  With support from the Financial Conduct Authority (FCA) and a wide range of 19 industry participants, the message throughout was clear: regulatory frameworks like the Sustainability Disclosure Requirements (SDR) provide the structure — but it's up to advisers to apply i...