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Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
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Replacement of the lifetime allowance Retirement Income Pension forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
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Sustainable investing – ask the expert
Assessing client sustainable investing requirements and researching and recommending solutions can be far from straightforward. To help you gauge what the right approach might be for your firm, Fidelity’s Paul Richards poses a number of your questions to Lee Coates, founder of ESG Accord. Lee sits on the FCA’s Disclosures and Labels Advisory Group and is one of the country’s leading advisers on ethical investing.
Meet our expert
Lee Coates, OBE
Co-founder, ESG Accord
Lee is a sustainable investing pioneer with more than three decades worth of experience in ethical investing.
In 1989, he launched independent financial advisers Ethical Investors, which dealt exclusively in ethical and responsible investment advice. He retired from the firm in 2020, but during his time there he also launched independent ethical research company Ethical Screening (in 1998). In 2010 he launched Australia’s first animal-friendly Superannuation fund, Cruelty Free Super. The following year he was awarded an OBE for services to ethical business and finance. Lee is also part of the FCA’s Disclosure and Labels Advisory Group (DLAG).