SDR labelling challenges for Wealth Managers

We are looking for support to conduct some primary consumer research to submit a response to the FCA Sustainability Disclosures CP.

The research will aim to:

  • evidence that customers are looking for a diversified blend of sustainable solutions
  • evidence that the proposed framework could potentially be detrimental to consumer choice and understanding
  • provide guidance as to the parameters for the application of labels to a multi-asset/multi-manager or portfolio service
  • collate the findings as input to the FCA consultation.

If you share our concerns about the impact of the latest CP and are interested in talking further, please let us know and we will be in touch to discuss next steps.

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