Sustainable Finance Disclosure Regulation
In accordance with the Sustainable Finance Disclosure Regulation (‘SFDR’), we inform you that when providing advice on insurance-based investment products/Investments, we assess, in addition to relevant financial risks, relevant sustainability risks as far as this information is available in relation the products proposed/advised on. This means that we assess environmental, social or governance events/conditions that, if they occur, could have a material negative impact on the value of the investment.
We integrate these risks in our advice in the following way: We review product provider literature in relation to sustainability risks, we liaise with the providers in relation to any queries in relation to the funds.
This information is reviewed by Future Plan Ireland on an ongoing basis.
Considering Principal Adverse Impacts on sustainability factors in the advice:
When providing advice on insurance-based investment products (‘IBIPs’) or investment advice we do not consider the impacts of our advice that result in negative effects on sustainability factors (namely environmental, social and employee matters, respect for human rights, anti-corruption and anti-bribery matters), because Currently there is limited relevant products on the market which meet these criteria. The area of sustainable is relatively new and as the issue progresses, we will review our position.
Future Plan Ireland will review this approach on an annual basis.
I have availed of Andrew’s services in a number of capacities over recent years and have developed great faith and trust in him. Andrew has successfully completed applications for finance for me on multiple occasions both professionally and personally; all applications were very well prepared and approved without stress or time-consuming queries and at very competitive rates of interest. He also looks after my pension interests and I have found him to be impartial, open, honest and very knowledgeable in this regard. Andrews broad range of knowledge spreading from finance, through pensions and accounting has been an invaluable asset to me both professionally and personally and I would have no concerns in recommending him to anyone for financial services.
Andrew has advised me many times in the past. His advice is always holistic and with my future plans in mind. Not only does he account for the detail, obviously being an Accountant, but also with an eye to the impact that the particular results will have on different parties. Most recently he assisted in reviewing and completing a funding proposal for the bank which, because it was so well analysed and presented, it was accepted with only a couple of simple questions.
I have no hesitation in recommending Andrew in any capacity as he has never let me down and is an absolute professional with a fantastic eye for overall impacts on ones future financial planning goals ad objectives.
From our initial consultation which focused on my current situation, my attitude to risk and what I wanted to achieve we have established a roadmap for my pension plan. Future Plan’s industry knowledge allied to his client-focused approach has allowed us to develop a solution for me which we will continue to refine into the future at scheduled intervals.
I was having an issue with an existing pension and it was resulting in little or no luck getting resolved. Future Plan took care of the entire process for me while also reviewing my pension model and worked out the best package to suit my personal needs. I would highly recommend Mark and his company to anyone looking to have their pension really work for them along with other financial models which I also availed of with their help.
