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"Holistic Retirement Planning and Financing Green Home Retrofits"

Exciting News from the Academy of Life Planning!


We're thrilled to share a groundbreaking article co-authored by our esteemed Academy member, Neil Dissanayake. Titled "Holistic Retirement Planning and Financing Green Home Retrofits", this piece is a game-changer in the world of financial planning and environmental sustainability.

Read the Full Article Here: https://carbon.ifoagroups.org.uk/holistic-retirement-planning-and-financing-green-home-retrofits/


Key Insights:

  • The article, published by the Actuaries Carbon Collaboration, delves into innovative approaches for aligning financial planning with the urgent need to decarbonise our economy.

  • It explores the potential of green home retrofits as a strategic component in retirement planning, offering a dual benefit of financial security and ecological responsibility.

  • The discussion focuses on two perspectives: the individual retiree and society at large, highlighting the financial and environmental implications of sustainable home upgrades.

Our Takeaway: Neil's work aligns seamlessly with our mission at the Academy - to intertwine financial planning with social and environmental consciousness. This article is not just about planning for a secure financial future; it’s about crafting a sustainable legacy for generations to come.

As we move forward, this theme will be integral to building financial planning businesses that not only thrive financially but also contribute positively to our planet.


Stay tuned for more insights as we continue to integrate these crucial themes into our holistic financial planning approach.

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