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Social Investment Academy

Worthstone’s Social Investment Academy – Inaugural Meeting In Partnership With Big Society Capital, CCLA & the City of London Corporation

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 […]

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News & Thoughts

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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News & Thoughts

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/