Below we share a testimony from one of our ACT graduates – Peachy Dunne from Aqua IFA Ltd. Peachy is a newly qualified IFA. She agreed to share her feedback on the Adviser Competency Training (ACT) for social investment manual, her experiences of finding out about social impact investing (SII), the shifting client views she’s […]
Triodos Bank, a leading ethical bank, have launched an Innovative Finance ISA (IFISA) offering investors access to bonds issued by charities and other social organisations. The platform offers a range of opportunities enabling people to invest directly in equity or bonds issued by organisations delivering positive social and environmental impacts. Crucially, the bonds are eligible to be held […]
Gavin, Founder and CEO at Worthstone, chatted to Dan Atkinson, Head of Technical at EQ Investors, for a Q&A on social impact investing as part of a paraplanner monthly webinar series. They covered topics such as: what is social impact investing and how it differs from ethical investing how to research and review funds and […]
Tune in to the NextGen Planners Podcast – Episode 35 – to hear Gavin, our Founder and CEO, discuss with Adam Carolan why the Next Generation need to be aware of Social Impact Investing (SII). Adam asks Gavin about: His background and career to date Why he setup Worthstone What is Social Impact Investing and […]
Providing insight to help adviser conversations on social impact investing with clients! Government asked Worthstone to review the current social impact investment opportunities, identifying and categorising them in terms of their investment return and social impact. This forms part of the Advisory Group to government report “Creating a culture of social impact investing” published by […]
Advisers and wealth managers have their say: 7 key messages! The Government Inclusive Economy Unit wanted to seek the views of UK advisers and wealth managers, and commissioned Worthstone to carry out this research which informed the Advisory Group to government report “Creating a culture of social impact investing” published by the DCMS on the […]