PFS Teams Session - Sustainability-all you need to know
Teams link to be sent the day before the session by Teresa Atal
This will come from theresa.atal@tfagroup.co.uk
Session Overview:
In November, the FCA published its long-awaited “Sustainability Disclosure Requirements (SDR) and Investment Labels’ policy statement” – with the aim of ensuring that financial products marketed as sustainable do not mislead consumers.
This is an important moment for our industry, one that will help customers navigate a complex landscape and ultimately combat greenwashing.
Christian will outline the new anti-greenwashing rules and the four new sustainability labels, discussing what they will mean for investors and how the regulation should help restore industry confidence.
He will also cover the basics of what is expected in terms of disclosures and due diligence, the important role of financial advisers, and where they can find more support on the subject of SDR.
Learning objectives
Areas discussed during the session will include:
- Identify the four new FCA Sustainability Labels
- Discuss the timeline for implementation and the potential impact of SDR regulation on involved parties
- Summarise the new anti-greenwashing rules and how they should help restore industry confidence
Christian Markwick
Head of Adviser Support
The Verve Group
Christian has been a part of financial services for 25 years and in that time, built up extensive experience across all aspects of financial services. Having been an adviser himself, and responsible for running an advisory practice, he truly understands the challenges and frustrations that firms are faced with.
Previously a training and competence manager, as well as CF10/CF11, Christian’s true passion is in assisting firms starting, building, and refining their firms to identify their goals, understand their barriers and using his first-hand experience, set them on a path of success to achieve all they set out to do.