Quilter rolls out ESG training for advisers

15 February 2022

Quilter has rolled out a series of responsible investment training modules to help advisers accommodate ESG considerations into their advice process.

In line with FCA guidance, the training will consist of three modules designed to help advisers understand and embed the different factors into their business.

The first module ‘understanding responsible and sustainable investment’ is being rolled out now, with the remaining two modules, which include practical advice on how advisers can incorporate ESG into their advice process, to follow later.

David Tiller, commercial and propositions director at Quilter, said: “Against the backdrop of growing consumer interest, there has been a proliferation of ESG-badged products in recent years so it should be no surprise that the FCA has put it front and centre of its agenda.

“With this increased scrutiny, it’s vital advisers get this right and embed ESG effectively into their processes. Rather than simply launch a new range of portfolios, we have thought long and hard about how ESG should be accommodated alongside other client requirements as part of a regulated advice process.”

Alongside the training, Quilter is expanding its flagship WealthSelect managed portfolio service, with a tripling of the number of options available to advisers’ clients.

The expansion will introduce 32 new responsible and sustainable portfolios to the Quilter platform with a range of investment management styles to allow advisers to deliver a more personalised service to clients. Quilter said advisers will be able to accommodate various levels of ESG in their preferred management style to suit their client’s appetite for risk.

Tiller added: “We have always prided ourselves on our commitment to invest responsibly and we are excited we will be able to support advisers in more precisely matching their clients’ needs to suitable solutions both through this training and the new WealthSelect options coming soon.”

Professional Paraplanner