Big Society Capital (BSC) today published their annual review for 2015. The review reveals an impressive and encouraging picture for the nascent social investment market. Market Growth At the end of 2015, the review outlines that social investment in the UK was worth over £1.5bn and is being used by over 3,000 charities and social […]
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 […]
Why should advisers get involved with social impact investment, and how (Video by New Model Advisor) from Gavin Francis via Vimeo.
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 […]
– The Minister for Civil Society outlined the government’s commitment to Worthstone’s new accredited training initiative. – Rob Wilson MP addressed top tier wealth adviser firms at the Social Investment Academy on 2nd March, announcing that “73% of investors are now interested in making a social investment. This market will be taking off and I […]
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 […]