Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle

Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle

Debbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions.

Topics include:

• Understanding the FCA anti-greenwashing rules.
• Identify how these fit into wider consumer protection measures.
• Recognise how advisers might be at risk of greenwashing or inadvertently break the anti-greenwashing rules themselves.
• Identify the sustainability naming and marketing rules and align your investment communications with these.
• Understand the interaction with Consumer Duty.

Structured CPD Applicable. For Financial Professionals Only

Debbie Holmes

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Rebecca Kowalski, Director at Overstory Finance

Rebecca decided to launch Overstory Finance to help IFAs embrace sustainable investing / financial planning and ensure that our profession fully plays its part in tackling nature, resource and climate challenges. Overstory delivers sustainable finance training, proposition building, due diligence and communications and collaborates with multiple stakeholders within finance, other professions, charities and business groups.

Alan Whittle, Director at Unburdened Solutions

Alan is a Chartered Financial Planner and Fellow of the Personal Finance Society, with an MSc (with Distinction) in Financial Planning and Business Management from Manchester Metropolitan University. Alan also holds specialist qualifications in Compliance and Sustainable Finance.

Alan splits his time providing Consultancy and Training to financial planning firms via Unburdened Solutions and Understanding Sustainability as well as between researching Behavioural Finance and Impact Investing for a PhD in Financial Planning with Manchester Metropolitan University, and lecturing in Sustainable Finance at Robert Gordons University in Aberdeen.