Live Impact Event
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News & Thoughts

Live Impact Event

Designed to generate momentum for social impact investment amongst financial planners, the event included a performance from Only Connect (a London-based charity) and a panel interview with three Worthstone Founder Partners discussing impact investment from the financial adviser’s perspective.

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The regulator and social investment

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 […]

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Groundbreaking report on social investments and ‘suitability’

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. Download here: https://www.worthstone.co.uk/research-results/

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Book your place at the official launch

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 […]

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Nesta to explore opportunities for social investment in IFA market

Nesta is to test the appetite for social investment within the independent financial advisers (IFA) market, in a joint project with Worthstone, who is trying to grow IFA distribution in the social investment market.   The project, which is receiving support from Allia and Social Finance, will include a survey of the Institute of Financial […]

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IFP champions study into philanthropic investment

The Institute of Financial Planning (IFP) has backed a project to examine the development of philanthropic investing in the IFA sector, as a number of leading new model advisers investigate moving into the space. Jun Merrett writes.   The IFP is encouraging its 2,000 members to take part in research led by Worthstone, which partners […]