Beyond the jargon – the responsible investment landscape in 2021

Online event
Thursday, 14 January 2021
1:00 pm – 2:00 pm
    • Panel discussion
  • Financial Services webinar

In this IIL financial services panel discussion, Chris Toy, Heather Hopkins and Clémence Chatelin, shared with the audience what the current landscape looks like for Advisers wanting to engage more in responsible investing, key themes and shifts in the year ahead and looked at some real investment examples and give listeners the perspective of a practitioner, an industry view and a Fund Manager.

ESG, Sustainable, Ethical, Impact… Responsible Investing in its many forms has been a dominant discussion in 2020 for financial services.

This webinar aimed to move beyond the jargon busting and focus on practical aspects such as how Financial Advisers and Wealth Managers can start conversations with clients and what the panellists expect will be the themes for 2021. The panellists discussed:

  • What the current landscape looks like for Advisers
  • The different ways they’re engaging with clients on this topic (box ticking vs. real engagement)
  • Intergenerational/Intergender wealth transfer – ways Advisers are taking advantage of these trends

It was designed for Advisers, Wealth Managers and Paraplanners who are wanting to engage more in responsible investing and looking to understand the key themes and shifts in the year ahead.

By the end of this webinar members would have gained an insight into:

  • What responsible investing may look like for Advisers and their clients in 2021 and beyond – themes and trends
  • Practical ideas for those looking to implement responsible investing into their proposition
  • Resources and companies that can help listeners enhance their understanding

Speaker panel:

Chris Toy, Wealth Manager, Tribe Impact Capital
Heather Hopkins, Managing Director, NextWealth
Clémence Chatelin, Sustainable Investing Specialist & Financial Planner, Paradigm Norton Financial Planning
Anna Pollins, Managing Director, Fairstone (Host)

Venue
  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.