News & Thoughts

Top 5 Reasons advisers should attend the Social Investment Academy

1. CPD Accredited

The Social Investment Academy (SIA) is accredited as structured CPD by both the CISI and PFS, offering an immersive experience and understanding of Social Investment Tax Relief (SITR).

2. Get connected to the leading market influencers 

Over 100 top tier financial planners, wealth managers, family offices and investment managers as well as Big Society Capital, HMRC and HM Treasury will be in attendance offering excellent networking opportunities to get the inside track on what’s really happening in this dynamic sector.

3. Being relevant can’t be retrospective

Will you bring this compelling opportunity to your top clients before someone else does? In a recent CapGemini World Wealth Report (2015), over half of HNWIs would like more social impact advice from their primary wealth managers. Feedback from advisers reports a growing demand from HNWI investors to deploy some of their wealth for a deliberately purposeful social outcome. The SIA will help you get to grips with your due diligence and open the dialogue with your clients.

4. Understanding the market from end to end in your language

Cover all the bases in one forum. Hear from: an expert panel (including the FCA) to answer all your regulatory questions; a social entrepreneur who has built a business for prisoners to make bread so they don’t need to steal it!; breakout sessions held by leading social finance intermediaries; and advisers sharing their experience of advising clients to invest via SITR.

5. Leading from the front

SITR is a world first and the sector could soon see a surge in activity. The UK Government applied to the EU last year to raise the limits of SITR. By attending the Social Investment Academy, you can ensure you stay ahead of the curve by hearing from HMRC and HM Treasury direct and prepare for what’s coming.

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