11 May 2017 FT Adviser press release here. Professional Adviser press release here. Worthstone, the impact investment hub for financial advisers, has launched the UK’s first social investment training manual and competency mark for financial advisers. The Adviser Competency Training (ACT) offers advisers the opportunity to learn about all key elements of social investment that […]
The Adviser Competency Training for social investment textbook has been authored by experts in their respective fields. Read more about them below: Richard Child BA CFP™ Director, Paradigm Norton Richard is a certified Financial Planner and Director at Paradigm Norton Financial Planning. He chairs the Paradigm Norton Trust and is on the boards of two […]
[updated 8th March 2017] Here we provide further details of each aspect of the latest SITR legislation from leading SITR tax adviser, Neil Pearson. This material is provided for information purposes only and are not intended to represent investment advice. Further advice should be sought before acting upon any information contained within this post. Tax […]
As we informed you on the 23rd November 2016, the Chancellor had (in his Autumn Statement) announced several changes that may be made to the SITR rules. If made, these changes will apply to all SITR investments made after 5 April 2017. Here we provide further details of each aspect of the SITR changes and […]
As Worthstone continues to grow and the impact investment market goes from strength to strength, we take a look back at 2016 and outline our achievements and the next steps for 2017. To download the full PDF of our impact report please click here.
At the latest Social Investment Academy on 2nd November 2016, we gathered and supported a network of financial advisers and wealth managers engaged in social investment to hear from: key sector participants, market influencers, investment providers, social entrepreneurs and associated beneficiaries. Watch the short video below for a look at some of the highlights from the […]