57% of younger millionaires want help with charitable giving (CAF 2023), yet only 16% of advisers routinely ask about it (Fidelity 2024), and just 8% of affluent clients receive any philanthropy advice at all (Pro Bono Economics 2024). This gap represents a major missed opportunity for clients, for advisers, and for the causes that matter most.
Please join us at our annual ‘SRI Services & Partners Good Money Week sustainable investment event‘ on 9 October 2025!
The event is free for financial services intermediaries to attend thanks to the support of our partners.
Venue:
The former Museum of London, 150 London Wall, EC2Y 5HN (this venue is hired privately – it is no longer open to the public).
Times:
Join us as we explore how financial institutions can restore trust with retail investors by delivering promotions that are clear, credible, and compliant.
This webinar will examine the growing concerns around greenwashing and overly complex messaging—highlighting practical tools and strategies that can help firms communicate with greater transparency and impact.
UKSIF’s Good Money Week Conference brings together different sectors of the financial services industry to consider how the industry can help the public make better choices with their pensions, savings and investments, and better understand the positive impact they can have on the environment and wider society when it comes to their financial decisions.
Registration is available to UKSIF members here.
Mastering the SDR: Technical Insights, Practical Application & Commentary
ESG Accord is delighted to be running this webinar during Good Money Week 2024 – at 09:30 (90 minutes) on Monday 30th September.
Financial advisers: join us on 1st October for a CPD-eligible discussion of environmental philanthropy!
Clients care about philanthropy and sustainability. But many financial advisers are missing vital opportunities to meet client demand and grow their business – all while accelerating incredible solutions to the environmental emergencies we face.
Join us for an evening of data-driven discussion co-hosted by the Global Returns Project, Pro Bono Economics, the Personal Finance Society.
