Understanding the sustainability credentials of an adviser business and how this can relate to the path to Net Zero


Reaching Net Zero, or even getting close to it, is a massive undertaking. It will require the involvement and cooperation of governments, businesses and individuals on a global scale. Gillian Hepburn, Head of UK Intermediary Solutions, and Ben Popatlal, Multi-Asset Strategist will discuss with Philip Martin what Net Zero actually is, what it means for advisers and their clients and how to factor this into investment portfolios.

They’ll also discuss a new scorecard which Schroders has developed to help advisers consider sustainability practices within their own business.


By the end of the session the delegates should be able to:

  • Explain what ‘Net Zero’ really means and why it is important 
  • Understand the impact this could have on clients’ portfolios
  • Identify the effects of climate change and decarbonisation


Speakers


Gillian Hepburn, Intermediary Solutions Director, Schroders

Gillian has over 30 years’ experience in financial services and joined Schroders in 2019 as Intermediary Solutions Director. She is responsible for investment solutions for the UK Intermediary channel which includes the new Schroder Investment Solutions, a range of model portfolios and multi-asset funds.

Gillian is a well-known and respected industry figure and regularly judges industry awards.




Ben Popatlal, CFA, FRM, Multi-Asset Strategist

Ben joined Schroders in 2013 and is based in London. He leads the cross-asset sustainability research group of the Strategic Investment Group Multi-Asset (SIGMA) and is a member of the private assets group of the SIGMA. Ben is responsible for coordinating with our strategic partners in Europe, Asia and the Americas. He develops portfolio analysis, provides training, and co-authors thought leadership and research projects for our strategic partners. Ben is a CFA charterholder and certified Financial Risk Manager (FRM). He holds a degree in Financial Economics with Econometrics from the University of Kent.




Philip Martin, Co-Founder & Business Development Director, Unique Financial Planning

Philip co-owns and manages Unique Financial Planning, a general advice business with 25 advisers operating predominately in the south of England. Prior to this, he was Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments.

Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager’s UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.