Much talk has been made of ESG in one's investment portfolio, but one's pension is a form of investment, and similar interests lie there. However, it is clear that ESG inclinations do not get the same attention in one's pension saving as they do in a convetional investment portfolio.
How can a client insist on ESG preferences in his or her pension, and how does the adviser enact those wishes? Richard Curtis, the author behind Notting Hill and Love Actually, and also one of the driving forces behind Comic Relief, has tried to highlight the importance of making positive, ESG related choices with one's pension.
Fundamentally many of same ESG funds available for building a portfolio are accessible to pension savers, and the argument about whether they offer good performance, has long been put to rest, especially post Covid.
This guide is worth 60 minutes' CPD.