Transition Planning for Financial Services
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Transition Planning for Financial Services

Hosted by Pinsent Masons in partnership with SFE As the financial services sector faces growing regulatory and fiduciary pressures to plan for the transition to a net-zero economy, this member-led session explores how firms can turn compliance into competitive advantage.

 Export to Your Calendar 21/01/2026
When: Wednesday, 21 January 2026
2:30pm - 5:00pm
Where: Pinsent Masons
58 Morrison Street
Edinburgh EH3 8BP
Contact: Christy Francis
cfrancis@sfe.org.uk
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How can financial institutions integrate the introduction of mandatory climate transition plans into their strategy — and use them for competitive advantage?

Transition plans can be a powerful tool for long-term value creation, stakeholder trust and legal accountability. While this is a compliance issue, it also represents a test of fiduciary duty in the age of climate risk and litigation.

There are important legal implications for directors, trustees and asset managers. Those who proactively engage with transition planning are not only fulfilling their duties - they are helping to future-proof their organisations.

 

Our Climate & Sustainability Consultancy team will discuss:

  • Planned UK regulation, and what this means for financial services

  • Directors’ and fiduciary duties under UK law

  • Why having a good transition plan supports strategy, long-term value creation, stakeholder trust and legal accountability

  • How transition plans can be used to mitigate legal liability risk


Speakers:

Hayden Morgan, Head of Consultancy

Hayden is the Head of the Sustainable Consultancy specializing in Climate Change and Sustainability, Sustainable Finance, Sustainable Investment, Anti-Greenwashing, Sustainability Disclosure, Sustainability Due Diligence, Sustainability Risk.  

James Hay, Principal Sustainable Finance Advisor

James is a Principal Sustainable Advisor, advising financial services firms and corporates on a broad range of sustainability matters with a focus on complex ESG regulatory change. James’ experience spans corporate sustainability reporting, sustainable finance disclosures, and climate strategy.

 

Following the discussion, guests are invited to stay for networking with canapés and drinks — an excellent opportunity to connect with peers and continue the conversation in a relaxed setting.


 

By attending, participants will gain:

  • Understanding of requirements within planned UK regulation

  • Insight into directors’ and fiduciary duties under UK law

  • Awareness of how transition planning supports strategy, long-term value creation, stakeholder trust and legal accountability, while mitigating legal risk

  • Examples of good practice and how to prepare for transition plan requirements


 

Contact Us

24 Melville Street
Edinburgh, EH3 7NS
0131 247 7700
members@sfe.org.uk

 

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