Agenda: 09:15 – Registration and Coffee 09:30 – Welcome, Mark Boleat, Policy Chairman of the City of London Corporation 09:40 – What is Social Investment, how does it work, why are we talking to financial advisers, planners and wealth managers? Gavin Francis, founder of Worthstone 10:00 – 10:15 The FSA’s view on the advice process […]
Although these are new opportunities for clients wishing to invest for positive social outcomes while still retaining the potential for a level of growth or income, Government and the regulator, are keen that regulation should not prevent access by retail investors and therefore have made amends to the Financial Services Bill: In the Lords, the […]
A new report published by Big Society Capital, Bates Wells Braithwaite and Worthstone entitled ‘Advising Clients on Social Investments and Deciding on Suitability’ has been published. We hope this helps the wealth management community to engage with those clients who seek to deploy wealth in impact investments.
Nesta, in conjunction with Worthstone, is pleased to invite you to the launch of its latest report: ‘Financial planners as catalysts for good: engaging the financial planning profession in social investment’ written by Gavin Francis, Antony Elliott and Geoff Knott. The event will start at 5.30 pm on Wednesday 13th of June. You will hear […]
Social Impact Bonds are a form of outcomes-based contract in which public sector commissioners commit to pay for significant improvement in social outcomes (such as a reduction in offending rates, or in the number of people being admitted to hospital) for a defined population. Social Impact Bonds are an innovative way of attracting new […]
Charitable Bonds are offered by Allia, a national charity that issues Bonds to raise money for social causes. Of every £1,000 you invest in the Bond, around £800 is loaned at a commercial rate to a registered provider of social housing to develop affordable housing. The provider has a Aa3 rating from Moody’s. The remaining […]