Alan has a gift for translating the complicated into the straightforward. No fluff nor personal agenda; Alan always aims for what’s best for me and my clients.
Understanding Sustainability
Here to help your clients gain an impartial understanding of the basics of sustainable finance and investing.
What is it?
A simple, easy to use video suite for financial planners, to help them explain to their clients the basics of sustainable finance.
Who is it for?
We offer this service exclusively to Regulated Financial Planners in the UK market. These videos are not available to investors directly and are not designed to replace any part of the financial planning process. They are intended to complement your own financial planning process.
Having both worked in financial planning firms, we understand the time pressures involved in explaining things to clients. We want to help the financial planning community provide, clear, unbiased explanations of sustainable finance.How does it work?
Each client gets their own confidential login to the service, unlimited access to our videos for as long as you want, and a knowledge test if required.
The videos are designed to be customer friendly and transparent. They use simple language and provide insight into how sustainable investment works and why it is important to know about it.
Benefits
We think the video suite offers three key benefits for advisers:
They are a great way to show your clients that you care about their understanding of investment risks and options and the role you play.
They ensure all clients receive a consistent message about sustainable finance, improving suitability and Consumer Duty outcomes.
They make your life much easier, saving you time and covering an area of investment advice and financial planning that you may not feel fully expert or comfortable in.
Who are we?
Motivated by a passion for clear communication and sustainable investment done well, two sustainable finance specialists have joined forces to create the Understanding Sustainability video suites.
Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions have designed and built Understanding Sustainability to provide impartial, unbiased, engaging and relevant information about sustainable finance for financial advisers to share with their clients.
Content
In the time it takes to drink a cup of coffee (about 30 minutes) we explain to your clients some relevant information to help them understand the basics of sustainable finance and investing.
We are in the process of fine tuning the videos at the moment, but if you would like access to a sample video please get in touch!
Clarity
Our videos are provided in an easy to understand format. Each subject lasts around 3 minutes, allowing your clients to dip in and out if they need to.
The videos are ad-free so you know that your clients aren’t going to get distracted by pop-ups and other content.
They will keep access to the videos for as long as you want them to, so they can come and go to the videos throughout the advice process.
Consistency
Using this service to help educate your clients ensures that all clients are receiving the same, unbiased information about sustainable investing from a reputable source.
Independent
Our services have been developed and funded independently. We are not influenced by any investment manager or style of investing.
Availability
The Understanding Sustainability Video Suite will be available later this year (2024) and we are currently in the process of finalising the videos. If you would like to see a sample video, please get in touch!
Future Developments
We will be offering further training and development services as an additional service once the Understanding Sustainability video suite goes live.
Why is your website so dark?
We believe that our commitment to sustainability extends beyond just educating your clients. Where possible we use dark themes as these reduce the energy consumed by your device in displaying this information.
(This is optional, if you find it easier to read this on a white background you can toggle the view in the top right of the page)