Integrating ESG into financial planning

The topic of ESG was much-discussed in 2020 as the FCA proposed to make it a legal requirement for firms – and with regulatory plans suddenly dropped, it looks set to be even bigger talking point over the next 12 months.

ESG is all about the environmental, social and governance issues that companies should consider when running a business. Essentially, a framework for how to do things properly.

It’s a concept which we’re passionate about here at Paraplanning Hub, and now we’re calling on our clients and fellow financial planners to adopt it into their operations too.

Our managing director Tony Slimmings recently discussed our stance with Lee Robertson, CEO and founder of Octo Members Group.