Adviser Sustainability Group seeking adviser opinions
Posted on: July 19th, 2024
The ‘Adviser Sustainability Group’, an industry working group established by the FCA, has published two questionnaires on the PIMFA website in order to gather the opinions of retail financial services intermediaries.
There are two surveys. One requests input for the group’s four main project areas, the other is more of a deep dive into ‘what good looks like’ in the financial advice process.
The ASG would be grateful if financial advisers, financial planners, wealth managers, paraplanners and colleagues could take a few minutes to share their thoughts via this link:
Many thanks!
Julia Dreblow, ASG vice chair.