3 ways to avoid a ticking time bomb of so-called ‘ethical’ funds
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News & Thoughts

3 ways to avoid a ticking time bomb of so-called ‘ethical’ funds

Agricultural chemical giant, Monsanto, has once again hit the news for all the wrong reasons. It is the subject of a lawsuit for allegedly causing cancer through its flagship weed killer, Roundup. How does this relate to you? This landmark legal case is just the latest controversy of a series dating back many decades including […]

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News & Thoughts

How to offer SITR advice to your clients.

We’ve discussed in previous blogs how Social Investment Tax Relief (SITR) will be of interest to your clients and how it will affect your practice risk. Now we address the most important question for change: how do we implement it effectively? Fortunately, the Worthstone platform exists specifically to equip financial planners and advisers with everything […]

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News & Thoughts

The ‘R’ word – How does SITR affect my practice risk?

What if the introduction of Social Investment Tax Relief (SITR) were to change the current perception of risk?¬†We at Worthstone are always emphasising something we know many of you agree with: client needs must come first. The regulator says it, the providers of risk assessment tools say it and the professional bodies say it. So […]