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 […]
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 […]
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 […]
Nesta, in conjunction with Worthstone, is pleased to invite you to the launch of its latest report: ‘Financial planners as catalysts for good: engaging the financial planning profession in social investment’ written by Gavin Francis, Antony Elliott and Geoff Knott. The event will start at 5.30 pm on Wednesday 13th of June. You will hear […]
Nesta is to test the appetite for social investment within the independent financial advisers (IFA) market, in a joint project with Worthstone, who is trying to grow IFA distribution in the social investment market. The project, which is receiving support from Allia and Social Finance, will include a survey of the Institute of Financial […]
The Institute of Financial Planning (IFP) has backed a project to examine the development of philanthropic investing in the IFA sector, as a number of leading new model advisers investigate moving into the space. Jun Merrett writes. The IFP is encouraging its 2,000 members to take part in research led by Worthstone, which partners […]