PFS Fellow launches ESG consultancy for IFAs

Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.


Treasury and FCA team up on ESG rules for Planners

The Treasury is working with the Financial Conduct Authority on “sustainability” requirements for Financial Planners.


Surge in IFAs ranking ESG as ‘important’ for clients

More than 80% of IFAs rank ESG considerations as important for client portfolios compared to 65% this time last year, according to a new study.


Progeny shifts investment focus towards ESG

Expanding Financial Planning firm Progeny has pledged to place ESG at the heart of its business and will aim ensure that all its investment managers undertake ESG qualifications.

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