Catering for sustainable clients in the age of Consumer Duty

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Alice Lough, 20th February 2024

On of the mandatory aspects of Consumer Duty is the consideration of clients’ attitude to sustainable investments.

In our latest webinar, we’ll be joined by Lee Coates, Co-founder of ESG Accord. Lee will introduce the regulatory requirements as they apply to financial advisers in the UK and provide an oversight of what these mean for your client suitability processes and investment choice.

Louisiana Salge, Head of Sustainability at EQ Investors will then explore the practical ways EQ’s product & service proposition helps you meet your Consumer Duty requirements. This includes fit-for-purpose products, fair value, enabled consumer understanding and client support.

The webinar will help you towards delivering good client outcomes, across financial and sustainable objectives. We will allocate 15-minutes for questions at the end.


  • Introduction
  • The implications of consumer duty on advisers: a focus on sustainability suitability – Lee Coates, ESG Accord
  • How EQ’s products/services help advisers meet consumer duty requirements – Louisiana Salge, EQ Investors
  • Interactive Q&A

Contact Alice

    Alice Lough