Adviser recommended products before death

ESG has become the latest buzz term in investing as social conscience plays an increasing role in financial decisions. Claire Tyrrell talks to advisers about how to balance clients' social investing expectations while still delivering good outcomes......

PFS members learning through online portal

Began career in 1985

New regime rolled out today

No change in the 'near term'

Industry-first initiative

Emphasises the importance of advisers

Boosts presence for middle wealth clients