AIC

AIC report shows

Implications for planning for this tax year and the next

Although majority embed sustainable funds and ESG in processes

To help advisers ‘get to grips’ with building drawdown portfolios

Free resource contains six guides for financial advisers

Platforms must make sure it’s easy to vote

Just more than a quarter associated ESG with being ‘woke’

‘I’m not sure how clearly cashflow modelling speaks to an average person’

However, popularity of sustainable funds remains

Four courses will offer 45 minutes of CPD each for advisers