In this episode we look at Where, When and How to raise sustainability/ethical/responsible investment options with clients. We also cover the issue of 'sludging' issues from Consumer Duty and how, inadvertently, many advice firms are creating barriers to clients achieving their investment preferences and objectives.

The full transcript of this episode is available here:

https://www.esgaccord.co.uk/wp-content/uploads/2025/08/Episode-3-Transcript.pdf

In this, our second episode, we look in detail at the FCA's latest Financial Lives survey, and in particular the really interesting data in the Responsible Investment section.

Here is a link to the full Survey:

https://www.fca.org.uk/publication/financial-lives/fls-2024-consumer-investments.pdf

A short intro to Accord Tlaks