Dynamic Planner creates sustainability discussion guide for advisers

-Designed to assist advisers in meeting future regulatory requirements and help clients fully understand sustainability preferences  

-Foreword by Dr Ben Caldecott, Founding Director, Oxford Sustainable Finance Group, University of Oxford 

“Investors can find unprecedented investment opportunities through investing sustainably and it is mission critical for tackling the profound environmental and social challenges facing humanity.” Dr Ben Caldecott, Founding Director, Oxford Sustainable Finance Group, University of Oxford


Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper style Sustainability Discussion Guide for financial advisers to use with their clients. The foreword has been written by Dr Ben Caldecott, founding Director of the Oxford Sustainable Finance Group at the University of Oxford.

The guide is launching in the week ahead of the 2021 UN Climate Change Conference (COP26) when consumer interest in sustainability is expected to peak. It aims to help the financial adviser community and their clients properly explore the topic of sustainable investing.  With recent reports that the FCA and HM Treasury are exploring how to best introduce sustainability related requirements for advisers, Dynamic Planner’s Sustainability Guide will support advisers in more fully understanding investor preferences when it comes to sustainability and ultimately, suitability.

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