News & Analysis
Keep up to date with our latest news, analysis, events, and press releases. If you’d like to get in touch about a story, please contact us at press@thepath.co.uk.
Our founder’s thoughts on how the UK finance sector is responsible for almost double Britain’s net total emissions
Earlier this week, news broke that the UK financial sector is responsible for almost double ... Read More
Accessing Your Pension – Which Method Is Best?
Gone are the days of the traditional annuity purchase at retirement – there are now more ... Read More
Not Wealthy Enough For Inheritance Tax? Think Again…
For some, talking about inheritance tax might conjure up images of the very wealthy – stately ... Read More
Meet our new paraplanner, Casey Goodwin
Consumer demand for sustainable options has never been greater. More and more individuals are ... Read More
Earth Day 2021: What it means to us
Did you know that today is Earth Day? Earth Day was founded by junior US Senator Gaylord ... Read More
Plenty more fish in the sea?
Most of us have been told, after one heartbreak or another, that there are plenty more fish in ... Read More
Reflecting on the news last week
You don’t need to go far to hear horror stories related to climate change despair and ... Read More
How to change the world – top tips from TYF Group’s Andy Middleton
Andy Middleton, founder of TYF Group, a B Corp based in St Davids, Wales and one of the UK’s ... Read More
How can my New Year’s Resolutions help to save the planet?
As we get stuck into 2021, and leave the madness that was 2020 behind, many will have thought ... Read More
Our founder’s take on Johnson’s 10-point green plan
We’ve heard some very bold announcements from an apparently rejuvenated Boris Johnson this ... Read More
How can investors ensure they are making a real difference?
Flick through to any financial pages and it’s hard to miss the buzz around ESG. The term itself Read More
Financial Planning Week 2020
Financial Planning Week 2020 is underway and we are offering free one-hour consultations across the country. Read More
We’ve exhausted the earth’s ecological budget for the year. For the next 4 months, we’ll be ringing up a deficit as the planet can no longer play catch up with our demands
This Saturday, it’s Earth Overshoot day, so at The Path we’re exploring our ecological ... Read More
We’ve been shortlisted as BusinessGreen’s ‘ESG Investor of the Year’
We are thrilled to announce that The Path has been shortlisted in the BusinessGreen Leaders ... Read More
Why Westminster’s £3bn green investment package proves it’s down to people, not politics, to save our planet
The summer budget offered an opportunity for the government to show itself as a leader on the world stage by acting boldly and with genuine purpose in the fight against climate change. Yet instead of innovation, we’ve been gifted insulation. Read More
The Make My Money Matter campaign launches today
Wishing Richard Curtis and his team at Make My Money Matter well with the launch of their campaign today. The public does not want to make a financial return from lung cancer and climate destruction. They find it immoral and repugnant. Yet most workplace pensions and personal pension fund managers persist in investing in tobacco and fossil fuel companies. Read More
COVID-19 has shown us that investing in polluting companies is not only morally wrong, but also unlikely to be good financial sense
Here at The Path, we have always believed in the value of positive investments and the power ... Read More
Let’s build back better – our Covid-19 message
We are still open to support you in these difficult and unsettled times. Much has changed and Read More
Why we’re looking forward to the upcoming Make My Money Matter campaign
We were thrilled to have front row seats for a recent video conference with film screenwriter, ... Read More
Help The Planet With Your Advice!
Calling all environmentally-engaged financial advisers to join The Path and help tackle climate Read More
Are we starting to see a dramatic shift in investment returns based on the environmental impact companies have?
The value of Tesla shares has more than doubled over the past 6 months. Similarly, if you had ... Read More
Recruitment drive for financial advisers
New financial advice firm established specifically to tackle the climate emergency launches ... Read More
A perspective on the election
With the two turkeys who voted for Christmas well and truly roasted, the question is: where ... Read More
The Climate Crisis is everyone’s problem
The Daily Mirror should be congratulated for today devoting its entire edition and website to ... Read More
Annual Impact Investor Survey 2019
The GIIN’s 2019 Annual Impact Investor Survey signals a diverse and dynamic impact investing market. Read More
Annual Impact Investor Survey 2018
The GIIN’s 2018 Annual Impact Investor Survey signals a diverse and dynamic impact investing market. Read More
In the media
How investors can guard against ESG fund greenwashing
Including comment from our Founder, David Macdonald
Your pension pot may be for your retirement, but it spends its life working to make money too
Including comment from our Founder, David Macdonald
UK undergoing green investment revolution as ordinary people use pensions to save planet
Including comment from our Founder, David Macdonald
Can clients claw back missed pension contributions imposed by Covid?
Including comment from our Founder, David Macdonald
How Green is your pension?
Including comment from our Founder, David Macdonald
Making informed choices: What are the big questions advisers should ask DFMs on ESG?
Including insight from our Founder, David Macdonald
‘We didn’t want our pensions invested in anything that was causing harm’
More people are going green and – from current accounts to savings – that can include your finances
The ethical investing boom and how to take part
Our Founder David Macdonald comments.
Money Makeover: ‘I want to invest ethically but I am sceptical’
Our Founder David Macdonald shares his views.
Pandemic leads more Britons to hoard physical cash
Our Founder David Macdonald comments.
PA360 Digital: Advisers urged to question fund managers on ‘ESG success’ definition
Featuring a panel discussion with our Founder, David Macdonald.
BT Pension Scheme goes green – could others follow?
Our Founder David Macdonald comments.
Active management matches clients to the right ESG funds
Our Founder David Macdonald comments.
How tech can improve financial wellbeing
Our Founder David Macdonald comments on financial wellbeing.
6 ways to recession-proof your finances amid the UK’s biggest economic slump on record
Our Founder David Macdonald provides some tips to recession-proof your finances amid the UK’s biggest economic slump on record
Money and me: I’m saving money in lockdown – where is best to put my lump sum savings?
David Macdonald, founder of The Path, shares his thoughts on the matter.
Why don’t we just… use our savings to save the planet?
“Moving £20,000 from a traditional pension fund to an impact portfolio can reduce emissions by 16 tonnes.”
Money and me: I want to retire in my late 50s – do I take my pension early or use savings?
David Macdonald, founder of The Path, shares his thoughts on the matter.
Is ‘eco-advice’ the next frontier?
While many thought it was a movement going nowhere, it has quickly and steadily gained traction among both clients and investment professionals; with environmental-, social- and/or governance-themed product introduced every other day.
David MacDonald: Coping with the crisis
Adviser Points of View catches up with David MacDonald, founder of The Path.
David Macdonald: ‘My day-to-day life was in conflict with my values’
As featured in Money Marketing, 26 March 2020.
Could Your Pension Help Save the Planet?
Think pensions are boring and complex? Well, sure, you’re not wrong. But they could also be crucial to tackling climate change.
50 simple ways to make your life greener
Expert tips on how to be kinder to the planet – from cooking and cleaning to fashion and finance.
My journey from SJP to ESG-focused advice firm
When David Macdonald envisioned his retirement, he planned to be spending most of it walking his dog and picking up plastic bottles on the beach as a way of contributing to the environment.
Why spending money can make you happy
“People are doing these micro activities [like avoiding plastic bags]. But moving £20,000 from traditional investing into impact investing is the carbon equivalent of taking one car off the road.”
Advising Extinction Rebellion: The adviser trying to tackle the climate crisis
In this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to David MacDonald, a former SJP adviser who set up a new advice firm for those who want their money to make a positive impact on the environment.
WHY I LEFT SJP TO FOLLOW THE PATH OF ECOLOGICAL INVESTING
After more than a decade at St James’s Place (SJP), David MacDonald wanted to pursue his own ideas about ecologically friendly investing with a new directly authorised business…
ECO ADVICE FIRM ON THE HUNT FOR ADVISERS
A new financial advice firm, set up specifically to tackle the climate emergency, is on the hunt for financial advisers looking to battle climate change…
From our social channels
We're excited to announce that our Founder, David Macdonald, has been shortlisted in this year's Global Good Awards! #impactinvesting https://t.co/dG7feFL0Ag
Congratulations David Macdonald @thepathuk – you’re a finalist in the 2021 #GlobalGood #Awards Individual #Leader of the Year See you online for the virtual ceremony – 22nd September! See our full finalists line-up: https://t.co/Ig7PR5Dhad Sponsored by @ProspectArts https://t.co/Eg3tYclL0v
Meet our new paraplanner, Casey Goodwin:
"...I wanted to be leading at the forefront of financial change, not feeling sheepish about my contribution to the problem.”
Read our latest blog: https://t.co/ctNTD7UzvX
#ethicalpension #financialadviser #financialplanning #investment
Our founder, David Macdonald, has shared his insight on the recent report made by MPs after looking into greenwashing in investment.
Read @marcshoffman's article for @ii_couk here: https://t.co/FNw6Nzmdb3
#greenwashing #sustainablefinance #ethicalpensions #ESG
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