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News & Thoughts

WEBINAR: What is social impact investing?

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 […]

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News & Thoughts

REPORT: Mapping the UK Impact Investment Retail Market – update

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 […]

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News & Thoughts

REPORT: Seeking the views of the financial adviser and wealth manager distribution channel

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 […]

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News & Thoughts

PRESS RELEASE: Government report sheds new light on sector

EMBARGOED: 00.01AM 14 November 2017 Government report shedding new light on social impact investing The Government’s “Growing a Culture of Social Impact Investing in the UK” report is released today. It identifies a growing demand for this type of investing and includes recommendations and practical tools to help IFAs meet their clients’ needs. Worthstone, the […]

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Social Investment Academy

Nanette Strover: Why I’m attending the Social Investment Academy

“I decided to go to the SIA because I recently attended an inspiring presentation from Gavin about Worthstone’s work including interesting developments in the industry. Having advised on socially responsible investments for over 15 years, I did not hesitate to book my attendance at the SIA to hear more inspiring stories, share ideas with like-minded […]