The Personal Investment Management & Financial Advice Association (PIMFA)

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PIMFA’s response to FCA DP23/1 – Finance for positive sustainable change: governance, incentives and competence in regulated firms

Read our response to FCA DP23/1 - Finance for positive sustainable change: governance, incentives and competence in regulated firms
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Sustainability in Practice: Guidance for Advisers and Trainers

This guide by the advisers’ sustainability group offers practical guidance to help integrate sustainability efficiently into existing advice processes, distilling good practice insights and ready-to-use templates, explains the key regulations, outlines steps to identify and act on client preferences, and sets out training requirements to ensure firms meet their obligations with confidence.

Shared Type: Shared Public
Published: September 9, 2026
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