Good money week

Taking clients through smart investments

24 Oct 2014

Good money week: Investment and the bigger picture

UKSIF (The UK sustainable investment and finance association), have officially launched Good Money week. The campaign raises awareness of sustainable and ethical finances - encouraging consumers to make good investment choices. The campaign brings together advisers, charities, and financial institutions dedicated to smart investment.

This week Julia Dreblow Director at SRI services, enlightens us with her expertise on ethical investments in her article 'Investment and the bigger picture', taking us through responsible investments.

Maximising your clients legacy

This week the Sunday Express encouraged consumers to visit to seek financial advice in the article entitled 'Five minute guide to maximising your legacy' which focused on Inheritance tax planning. With the Tory Government hinting at raising the Inheritance Tax (IHT) threshold for the general election in May, IHT planning has been brought back to the forefront. You can read more on the Express urging consumers to plan here.

There's still time!

You have just one week left to enter our competition for the chance to win one of three £50 Love2Shop vouchers!* All you need to do by Friday 31 October is:

• Log in to your account
• Make sure you've added your company logo and 20 word sales pitch

Log in today to update your profile and be in with a chance of winning.


Congratulations to this week's #AdviseroftheWeek, Phil Netherwood @adviceaddsvalue for your support to #GoodMoneyWeek! For live updates follow us on twitter @unbiased_co_uk.

LinkedIn discussion:

Pensions bank account

Should mandatory advice be enforced to save consumers from spending their retirement fund?
Have your say here.

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* Three advisers will receive 1 x £50 Love2Shop vouchers each and will be chosen at random from all eligible advisers. Eligible advisers must: 1) be a registered on 2) have logged into their profile between 17/10/2014 - 31/10/2014 3) have uploaded a company logo 4) have uploaded a 20 word sales pitch. We will announce the winning advisers in a newsletter in October. 

Category: Investments Tagged: Investments

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