FCA's Advisers’ Sustainability Group unveils membership

The Group has appointed membership from across the advice sector.

Related topics:  Finance News,  Regulation
Rozi Jones | Editor, Barcadia Media Limited
1st March 2024
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"We’ve had great conversations with many in the advice community who are keen to help with our work as we get underway."
- Daniel Godfrey, chair of the Advisers’ Sustainability Group

The Advisers’ Sustainability Group, recently established by the FCA to develop good practice guidance for financial advisers, has announced its founding membership.

The regualator says it convened the group to support the industry in advising consumers on products making claims about sustainability.

At launch, the FCA appointed Daniel Godfrey, who serves on Legal and General’s Independent Governance Committee and is a senior adviser to Moneybox and ShareAction, as chair.

Julia Dreblow, founding director of SRI Services and the Fund EcoMarket, is vice-chair and PIMFA's Maja Erceg has joined as secretariat.

The chair has appointed the group’s membership from across the advice sector, including both small and larger industry participants. The working group will also engage with stakeholders outside of the group to ensure a balanced representation of views, including those of consumers.

The founding membership also includes:

- Danby Bloch, head of editorial strategy at Platforum
- Amy Clarke, co-founder and chief impact officer at Tribe Impact Capital
- Lee Coates, director of ESG Accord
- Seb Elwell, director of Switchfoot Wealth
- Paris Jordan, head of responsible investing, Charles Stanley
- Sophie Kennedy, joint CEO of EQ Investors
- Dr Robin Keyte, director at Keyte Chartered Financial Planners
- Rebecca Kowalski, director at Overstory Finance
- Don MacIntyre CEO of the Personal Finance Society
- Andrew McMillan, co-founder and CEO of Nova Wealth Management
- Adam Owen, director and head of content at NextGen Planners
- Dan Russell, managing director of Fintel
- Gemma Woodward, head of responsible investment at Quilter Cheviot

The FCA will sit as an active observer of the group and has asked that it be ready to report on how the advice sector can be supported in delivering good practice in the second half of 2024.

Daniel Godfrey, chair, said: “We have been overwhelmed by the enthusiasm and encouragement we’ve received from all stakeholder groups in the advice ecosystem. In addition to the excellent team that we’ve announced today, we’ve had great conversations with many in the advice community who are keen to help with our work as we get underway.

“The ASG is entirely focused on its mission of developing guidance that helps advisers deliver advice on sustainability matters and leads to better outcomes for consumers.”

Julia Dreblow, vice chair, added: “This group is a phenomenally strong group of individuals. It is intentionally representative of a wide range of adviser, planner and wealth manager interests and views - as well as of the core services advisers rely on.

"We are very much looking forward to moving forward as swiftly as possible, and to involving many others who have offered assistance.”

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