A panel of experts has been set up in a bid to improve advice around climate change and other sustainability challenges.
The Personal Finance Society’s (PFS) Sustainable Financial Advice Panel will be made up of advisers, policy professionals and sustainable finance experts.
The aim of the panel is to help PFS members embed sustainability into the advice they provide.
Don MacIntyre, PFS CEO said: “Personal finance professionals have a vital role to play in making the urgent changes needed to meet the Paris Climate goals and the transition towards a sustainable economy.
"Our new panel will set standards for advisers as well as providing PFS members with the support, guidance and training that will enable them to give consumers consistent, high-quality advice on sustainable finance and related areas.”
The panel is made up of the following 10 experts:
- Don MacIntyre (Chair), PFS
- Clémence Chatelain, CCLA
- Lee Coates OBE ESG Accord (Accord Initiative)
- Petra Deavall, St James Place
- Elly Dowding, ESG Accord (Accord Initiative)
- Julia Dreblow, SRI Services
- Sebastian Elwell, Switchfoot Wealth
- Rebecca Kowalski, Overstory Finance
- Nicole Sykes, Pro Bono Economics
- Alan Whittle, Director, Unburdened Solutions
- Alena Zbirenko, Hugh James
- Ian Simons, Content and Capabilities Director, CII
- Dr Matthew Connell, CII
The panel also includes Nicoletta Paraskeva, Senior Associate at FCA, in an observing capacity.
This week, the PFS and CII launched an environmental social governance (ESG) short course for financial advisers.
The society said this is for those seeking to respond to greater scrutiny from regulators and increased interest from clients about sustainable investments.
tara.o'connor@ft.com
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