MARKET UPDATE: Mainstream fund manager delivers £1 million of SITR-qualifying social investment
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MARKET UPDATE: Mainstream fund manager delivers £1 million of SITR-qualifying social investment

Triple Point announced that it has delivered £1 million of SITR-qualifying social investment funding. This union between private investors and social enterprises has led to benefits in both the healthcare and education sectors. It looks to be the first of its kind delivered by a mainstream fund manager but there is hope an increase in […]

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VIDEO: Top IFAs talk about their experiences with social investment

Why should advisers get involved with social impact investment, and how (Video by New Model Advisor) from Gavin Francis via Vimeo.

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News & Thoughts

SITR Update by Neil Pearson

Social Investment Tax Relief (SITR) was introduced in July 2014 to help social enterprises raise funding by offering tax reliefs to investors. In this blog we’ll explain what’s happened with SITR so far and explore why we could now be on the threshold of SITR becoming much more widely used. Recap SITR is a government […]

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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 […]

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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.