3 questions to help shape your sustainable investment proposition
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News & Thoughts

3 questions to help shape your sustainable investment proposition

“Exciting but a minefield!” This is how one financial planner I spoke to recently described their firm’s experience of building a sustainable and impact investing proposition for their clients.

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Social Investment Academy

Social Investment Academy Mar 2016 – Impact report

Please click here to download the report as a pdf. This report is designed to document Worthstone’s impact following the March 2016 Social Investment Academy. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK and this event is the largest gathering […]

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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 […]

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Social Investment Academy

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 […]

Categories
News & Thoughts

SIA now CPD Accredited by PFS

We are extremely excited to announce that the Social Investment Academy is now CPD accredited by the PFS! Be sure to take advantage of this great CPD opportunity and book tickets today.   PFS CPD event accredited – Demonstrates the quality of an event and that it meets PFS member CPD scheme requirements.    

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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 […]