Roderic Rennison

1 month ago | moneymarketing.co.uk | Darius McQuaid |Roderic Rennison

Standard Life has adopted the ‘Sustainability Improvers’ label under the Financial Conduct Authority (FCA’s) Sustainability Disclosure Requirements (SDR) regime for customers invested in its Future Advantage fund range. It means it has, altogether, invested close to £30bn via sustainability focused investment funds. In December 2024, Standard Life announced it received the regulatory green light to be the first mainstream provider to adopt the ‘Sustainability Improvers’ label.

1 month ago | moneymarketing.co.uk | Lee Quinn |Roderic Rennison |Kimberley Dondo

After a week of unprecedented stock market volatility, the rollercoaster of being a financial planner took a dramatic turn after a relatively smooth 18 months. Now in my ninth year as a financial planner, I was under no illusion that every year would be plain sailing when I started. However, as we enter what appears to be our third bear market in five years, the client relationship continues to be evaluated in what has been a huge learning curve for many younger and inexperienced planners alike.

1 month ago | moneymarketing.co.uk | Kimberley Dondo |Roderic Rennison

The Financial Conduct Authority is “failing to harness” innovation such as artificial intelligence to help close the advice gap, EV managing director Chet Velani has warned. He argued that targeted support may provide a “step up” from the current support consumers get from guidance solutions. However, there seems to be a “lack of urgency” in the regulator’s vision on the use of technology, which Velani believes these could provide a more personalised recommendation at scale.

1 month ago | moneymarketing.co.uk | Ian Richards |Roderic Rennison |Momodou Musa Touray

Technical sustainability compliance specialist ESG Accord has launched a free-to-access course examining sustainability in the investment advice process. The course is available to all UK financial advice firms and delivers five hours of LIBF-learning and CPD accreditation via the Accord Initiative’s academy, launched in July last year. It joins ESG Accord’s growing suite of accredited learning resources. This includes an anti-greenwashing course, which is also LIBF learning and CPD accredited.

1 month ago | moneymarketing.co.uk | Tom Browne |Dan Cooper |Kimberley Dondo |Roderic Rennison

It’s fair to say 2020 and 2021 weren’t your average years for MM, unless your average year includes a global pandemic, an economic nosedive and a political shake-up or two. Let’s start with the obvious: COVID-19. Practically overnight, the world shut down. Shops closed, planes were grounded and a sizeable chunk of the workforce swapped commutes for kitchen tables. The UK economy took a brutal hit, shrinking nearly 10% in 2020 — the steepest fall in over 300 years.