Visit the Prudential sponsor area

17th May 2021

Environmental, Social and Governance (ESG) and M&G (48 minutes)

48 minutes CPD

Cat McInally, Business Development Manager and Mark Riggall, Head of Client Portfolio Management discussed the phenomena of ESG and how it’s set to change the face of investment advice in the UK. In particular, they looked at what it means for M&G plc, and the ESG oversight that is applied to Prudential’s funds. In addition they looked at what practical steps advisers can take now, and how to embed ESG in their new client onboarding process and also their client reviews.

Learning Outcomes – to demonstrate an understanding of ESG in relation to:

  • Why ESG is changing investment advice
  • How Prudential applies oversight
  • What can advisers do now to ensure client recommendations are appropriate

Watch the seminar

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

M&G: Trusts School – Remaining Sessions

There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.

Read More

How to invest in bonds (60-minute CPD)

Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.

Read More

Navigating rates (60-minute CPD)

Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.

Read More