11 May 2017 FT Adviser press release here. Professional Adviser press release here. Worthstone, the impact investment hub for financial advisers, has launched the UK’s first social investment training manual and competency mark for financial advisers. The Adviser Competency Training (ACT) offers advisers the opportunity to learn about all key elements of social investment that […]
The idea behind the “Together” model is simple: they create full-time jobs for ex-offenders by building new homes. On one hand, the ex-offenders earn a living wage, receive support and mentoring and develop new skills in areas such as painting and decorating, carpentry and plastering. At the other end, new properties are built, or empty […]
The Adviser Competency Training for social investment textbook has been authored by experts in their respective fields. Read more about them below: Richard Child BA CFP™ Director, Paradigm Norton Richard is a certified Financial Planner and Director at Paradigm Norton Financial Planning. He chairs the Paradigm Norton Trust and is on the boards of two […]
In brief: Adopting socially responsible practices is quickly becoming a requirement for doing business in the investment industry Soon investors of all types will demand that their wealth and asset managers provide products that not only outperform, but also align with their values Sustainable and impact investing offer attractive investment opportunities that meet millennials desire […]
[updated 8th March 2017] Here we provide further details of each aspect of the latest SITR legislation from leading SITR tax adviser, Neil Pearson. This material is provided for information purposes only and are not intended to represent investment advice. Further advice should be sought before acting upon any information contained within this post. Tax […]
As we informed you on the 23rd November 2016, the Chancellor had (in his Autumn Statement) announced several changes that may be made to the SITR rules. If made, these changes will apply to all SITR investments made after 5 April 2017. Here we provide further details of each aspect of the SITR changes and […]