Responsible Investing

Environmental, Social and Governance (ESG)

To help explain exactly what ESG is, here are some simple definitions:

Environmental

Concerns the impact of a company’s activities on the environment. Positive outcomes include managing resources and executing environmental reporting/disclosure, or avoiding/minimising environmental liabilities, such as climate impact or pollution.

Social

Positive outcomes include increasing health, productivity and morale, or reducing negative outcomes such as high turnover and absenteeism.

Governance

Concerns the way companies are run. Positive outcomes include aligning interests of shareowners and management; improving diversity and accountability; and avoiding unpleasant financial surprises, such as excessive executive remuneration.

Blevins Franks Wealth Management Limited

As Financial Advisers we fall within the scope of SFDR (Regulation [EU] 2019/2088).

ARTICLE 3 | Integration of Sustainability Risks

We incorporate responsible investing within our advisory services. As part of our client assessment, we will discuss ESG preferences to ensure that the most appropriate and suitable investment solutions are recommended.

We offer a specific range of investment solutions that take a more active approach to investing via companies and initiatives that have particular environmental and sustainable goals at their core.

As part of our commitment to sustainable and responsible investing, we have considered ways in which we can successfully integrate sustainability investment solutions within our investment advisory process. We believe that we have done so fairly and objectively in full alignment with our clients’ ESG preferences and our internal governance framework.

ARTICLE 4 | Principle Adverse Impacts

We do not currently evaluate the Principal Adverse Impacts (PAIs) of investment decisions on sustainability factors in our investment advisory process. However, we are committed to prioritising investments that align with environmental and social responsibility. We work closely with our clients to identify any specific concerns they may have regarding certain activities or industries, ensuring exclusions are consistently applied. Where relevant, we screen potential investments to align with our clients’ sustainability preferences. As regulations and the markets continue to evolve, we remain committed to further integrating ESG-related risks into our investment advisory process.

ARTICLE 5 | Remuneration Policy

Our Remuneration Policy ensures that variable remuneration is only awarded following a thorough performance evaluation based on both quantitative (financial) and qualitative (non-financial) criteria. This approach mitigates the risk of misalignment with the integration of sustainability risks. Additionally, we do not currently provide any incentives for advising on products with sustainable characteristics over those without. We are confident that our existing structures effectively discourage excessive risk-taking related to sustainability considerations, where applicable.

Blevins Franks Trustees Limited
(Retirement Scheme Administrators)

Sustainable Finance Disclosures

Blevins Franks Trustees Limited (BFT) as Retirement Scheme Administrator of two member directed personal pension schemes, is required under the Sustainable Finance Disclosure Regulation to outline any considerations it takes in relation to sustainability factors.

BFT does not consider adverse impacts of investment decisions on sustainability factors as the Schemes that it administers are member directed personal pension schemes. As the Schemes are member directed, Members are to discuss any sustainability preferences that they may have with their appointed investment adviser or investment manager.

BFT`s remuneration is of a fixed nature and we believe that this is aligned to the integration of sustainability risks.

The above disclosures were last updated 18 December 2024.