Episode Details

On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact investment platform for financial planners and sophisticated investors.  

There is approximately £17 billion invested in ethical funds in the UK. 78% of investors say ethical investing is more important to them now than it was five years ago, whilst almost two-thirds of people have increased their investment in sustainable funds over the past five years. Sustainable investments have also grown 107.4% annually since 2012 and they currently account for 18% of assets under management.

We discuss: 

·        the challenges financial planners face when searching for ethical / impact investment opportunities for their clients. 

·        What impact investing is, and the types of companies and investment opportunities that feature on the platform.  

·        How impact and invest can help financial planners build their knowledge and training around ethical investments. 

·        Greenwashing and the impact of MiFID II on ESG investing; are you ready?

If you would like to demo the platform or find out more, comment ‘IMPACT’ below and Jeremy will reach out! 

if you are looking for a new career within financial planning reach out to sam Oakes at www.recruitukltd.co.uk  

Financial Planner Life is sponsored by Redmill Advance

Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.

✅ Trusted by top UK firms

👉 www.redmilladvance.com/fpl

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Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. 

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