Sustainable Finance Disclosure Regulations (SFDR)
The SFDR sets out harmonised rules on transparency and aims to include environmental, social and governance (ESG) “sustainability” considerations and risks in the decision-making process of investors and asset managers in a consistent manner across the EU financial services sector.
A sustainable investment product is where a product is sold as promoting environmental or social characteristics. It is envisaged that greater transparency and sustainability-related information will enable investors to compare financial products and to make informed investment decisions about ESG products.
When providing advice, Nelson Life considers the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, Nelson Life will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG products.
Nelson Life will at all times act in your best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products.
Research has proven that those that engage with a professional advisor at least once a year are more financially confident.
More savings and investments.
More likely to have a retirement plan.
More financially protected in the event of illness, accident, diagnosis of a specified illness or even death.
More secure and confident about their future.
Higher annual savings, larger pension funds, wealth growth, adding considerably to your financial well being and helping you achieve your goals.
Source; Ireland (Standard Life report), UK (Unbiased/Standard life report), Australia (KPMG Econtech report) and Canada (CIRAMNO report).