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 […]
The key to understanding the difference between Socially Responsible Investment / Sustainable and Responsible Investment (SRI) and Social Investment (SI) is first to establish our meaning and understanding of the terms because it is a murky world of overlapping phrases and terminology . Figure 1. Common examples of the crossover of terminology Due to this […]
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 […]