News & Events

As a firm that offers support and guidance to clients each and every day, we wanted to find a way to share our knowledge and understanding of industry trends. Our dedicated News and Events page is a catalogue of internal updates and global ethical news stories. We encourage you to read, share and comment on our posts.

IE News

As the name suggests, our Investing Ethically (IE) news will be specific to the firm. From welcoming new team members, to introducing ethical events; you will learn all you need to know about our team.

IE News Archive

Ethical News

Articles under the Ethical News category will offer a more rounded overview of what is a global sector. To be truly ethical, we make it our duty to stay abreast of immerging markets, to be able to recommend innovative new funds.

Ethical News Archive

Benjamin Foundation Christmas Appeal

With the Festive Season on the way, the Investing Ethically elves have been busy collecting and delivering presents – for the Benjamin Foundation’s Christmas Appeal.  The Benjamin Foundation is a local charity, making a huge difference to the lives of children, young adults, and their families experiencing challenges in Norfolk and Suffolk.  We’re pleased to…

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‘Best in Class’ for Investing Ethically!

Each year, New Model Adviser magazine publishes a list of the financial planning businesses they think are doing a great job for clients and staff and contributing to the financial advice profession as a whole.  We’re delighted to learn that not only has Investing Ethically made it onto the ‘Top 100’, but we’ve been specifically…

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Hello and Goodbye! Team Changes at Investing Ethically.

Our Investing Ethically team continues to grow!  Donna Nelson, who joined us back in February, is making excellent progress on her journey to becoming a financial planner.  Donna is now shadowing Andy, Lisa and Phil – and so clients might well meet her in any upcoming reviews.  This month we’ve also been joined by Tristam…

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Hat trick for administration at Investing Ethically Ltd

The administration team have been beavering away and three members of staff have managed to gain further exam success in the last 3 months! Charlotte and Debbie achieved the CII R03 Personal Taxation qualification and Hannah passed R04 Pensions and Retirement Planning after many hours spent studying. Standards Professionalism Trust The Chartered Insurance Institute are…

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Investing Ethically achieve Corporate Chartered Status again

We are very proud to announce that we have achieved Corporate Chartered Financial Planners status for the third year running. The accolade confirms our commitment to professionalism and giving the very best advice to our clients who are always at the forefront of our business. Being independent allows us to access the whole of the…

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Meeting of Minds – Jupiter Ecology Fund

Expertise – and our specialisation in ethical investment – is a key part of the service we provide to our clients.  Maintaining this expertise is both exciting and essential!  We work hard to understand how businesses and markets are responding to the challenges of sustainability. Talking with industry leaders is a great way to keep…

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Lisa joins panel with other Ethical Investment experts

Earlier this month, Lisa represented Investing Ethically at a roundtable on Environmental, Social & Governance (ESG).  The event – hosted by ‘New Model Advisor’ – brought together industry experts to discuss ethical investment – what’s happening now and what does the future hold?  As you might expect, the debate was wide-ranging and lively! Lisa reflects:…

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ISA & Pension Allowance

Don’t loose your ISA and pension allowance 2018/19

Remember, remember the 5th of April, may not be the rhyme you recall but a rather important date for your finances.  Time to check your ISA & pension allowance 2018/19 before it’s too late. Individual Savings Accounts (ISAs) For the 2018-19 tax year, the maximum allowance is £20,000 for the amount of money that savers can place in an ISA.  This will also…

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Who Funds the World? Get Ready for Good Money Week 2018

Good Money Week is the campaign to help grow and raise awareness of sustainable, responsible and ethical finance. This year, it takes place between 29th September – 5th October 2018. It brings together people from all walks of life and levels of income, financial advisers, charities, faith communities, student groups and financial institutions to help grow…

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British pension schemes to disclose climate change strategy

British pension trustees will be required to show scheme members how they account for a range of financially material risks such as those related to climate change when investing, under new rules announced earlier this month. The rules come into force on Oct. 1, 2019.  They will force trustees of defined contribution schemes to produce…

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