PRESS RELEASE: First UK social investment manual launches for financial advisers
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PRESS RELEASE: First UK social investment manual launches for financial advisers

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 […]

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ACT: Meet the authors

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 […]

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VIDEO: Resonance Bristol SITR Fund

  See below for an inspiring video from Resonance outlining the investment and impact of the Bristol SITR Fund. Subscribers can access the full review of this fund via the Social Investment Portal.

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MARKET UPDATE: SITR Expansion – Latest analysis

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 […]

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BLOG: Annual Impact Report 2016/17

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.

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VIDEO Highlights: Social Investment Academy Nov 2016

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 […]