Mortgage & Property

New Insurance Professional

Family Office Bulletin


Mortgage Property

Insurance Professional

Family Office

UKSIF’s Good Money Week: Monday’s agenda

Monday 4th October 

 9:30: Welcome from the chair

James Alexander, Chief Executive, UKSIF

9:35: Keynote – Empowering the Conscious Consumer

New research into what consumers truly want when it comes to sustainable finance, and how financial services firms can accelerate the transition to more sustainable saving, investment and spending.

PA asked over 3,500 consumers globally about the barriers and opportunities to them “going green” with their finances, as well as their expectations of their financial services providers. 

This keynote will share insights into the 1) the most significant gaps identified in consumer knowledge around sustainability, impact, and financial services, 2) the emerging consumer ‘personas’ around sustainable finance, and 3) the tipping point when consumers expect green finance to be the norm (it’s closer than you think!). 

Mark Lancelott, Head of Sustainable Business Design, PA Consulting

9:50: Panel – What does the research mean?

Key takeaways from a banking, wealth management and pensions perspective on what this public view on sustainable finance means for them.

What will be the biggest barriers/challenges for how FS firms respond?

How can firms speed up their pace to capitalise on the opportunities and better support customers through innovation, partnerships, and education.

Mark Lancelott, Business Design & Sustainability Expert, PA Consulting

Clive Emery, Fund Manager, Invesco EMEA

Gemma Woodward, Director of Responsible Investment, Quilter Cheviot

10:30 Panel – The importance of retail engagement in ESG finance

 How does the retail financier influence the market?

How has retail finance pushed forward the ESG agenda so far?

Louisa Hughes, Engagement Manager, ShareAction

Hayley North, Founder, Rose & North

Jill Turner, Director, Big Picture Financial Planning

11:15: Industry focus – What can investment firms do to overcome the barriers to retail engagement?

James Corah, Head of Ethical and Responsible Investment,CCLA

Nic Spicer, Head of Investments, PortfolioMetrix

11:55 – 17:00: Partner events


Register for Good Money Week here

This Week’s Most Read

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine