Not enough good news in financial advice? Never fear, Professional Adviser is here with our weekly round-up of all things positive happening in the profession to brighten your week …
For starters, you may be interested to know…
Two-thirds (67%) of UK investors feel sustainable investment is more important than five years ago, according to Schroders' Global Investor Study. Three-quarters (75%) of millennials have increased their exposure to the sector in that time.
True Bearing Chartered Financial Planners is celebrating its 15th anniversary. The firm currently employs 64 staff at its office in Euxton in Lancashire. Chair and founder George Critchley has set out plans for it to double its staff numbers and triple its turnover to £15m by 2025. (Pictured left to right: managing director Susan Peary, George Critchley and compliance director Helen Lupton.)
The Law Society of Scotland has signed Brewin Dolphin as a wealth management partner to provide expertise and support for Scottish solicitors and their clients.
Four students from Asia Pacific and South Africa have been awarded London work placements in the Chartered Institute for Securities & Investment Global Education Trust Awards, winning an all-expenses paid trip and experience with top finance firms in the City of London.
One of the City's longest-serving female fund managers, Vanessa Donegan, has retired after 35 years in the industry. The Columbia Threadneedle head of Asian equities spent 32 years of her career with the firm.
CASCAID, the industry-wide campaign to raise £1m for Great Ormond Street Hospital over the course of 2018, has already surpassed £300,000. Professional Adviser's sister title Investment Week will be hosting the Great British Pub Quiz for the second year running at The Brewery and teams of six to eight people are invited to join.
AFH communications manager Steve Mee will be walking up Snowdon on 21 July, raising money for Birmingham Women's Hospital. You can donate and leave messages at his JustGiving page here.
A petition urging the government not to scrap its support for the pensions dashboard has garnered more than 14,000 signatures in two days. It comes after secretary of state for work and pensions Esther McVey was reported to be preparing to "kill off" the government's involvement during the summer recess.
The CISI has partnered with the Uganda Capital Markets Authority to support upskilling and confidence in practitioner professionalism. The two bodies are working together to ensure all Ugandan practitioners in their capital markets are qualified to high standards.
MHP Communications recently hosted a 'Women Investing' event to discuss both the lack of women working in the sector and the disparity of investment between the genders.
F&C Investment Trust has begun its financial education drive, in which it plans to meet around 1,000 primary school children across the UK. The roadshow, which forms part of the trust's 150th anniversary year programme, will run from London to Birmingham, then on to Nottingham and Lancashire this month. (F&C Investment Trust roadshow bus, pictured right)
Other good news
The Professional Adviser Awards 2019 is now open for entries, calling on UK advisory businesses and those that support them to showcase their knowledge, skills and commitment to client care. To enter visit our dedicated awards website
If you would like to share any achievements, charitable deeds, industry initiatives or other good news, please email Victoria McKeever
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
PA Awards deadline is 28 September