worth stone
  • Worthstone, helping to bring the Impact Investment sector to maturity within the UK IFA market

    Copyright Worthstone 2012

    Website by CreativeAdviser

  • Research results
    Read what we have discovered.

    Product Review:
    Future for Children Bond
    Allia recently launched the Future for Children Bond which is the first public offer for retail investors in a Social Investment Bond (SIB).
    See Worthstone’s independent product review (funded with money from the Big Lottery) for financial planners…
    July 2012: ”Advising clients on social investments and deciding on suitability’ (see below to download)
    A report published by Big Society Capital, Bates Wells Braithwaite and Worthstone on the findings of an expert working group as regards the regulatory concept of ‘suitability’ and how that might apply to social investments 
    June 2012: ‘Financial planners as catalysts for social investment’
    This report, co-written by Worthstone, supported and published by Nesta, focuses on how social investment opportunities are opening up to the UK wealth management sector

    Authors : Antony Elliott, Gavin Francis and Geoff Knott

    About Nesta: Nesta is the UK’s innovation foundation, helping people and organisations bring great ideas to life by providing investments, grants and mobilising research, networks and skills
    http://www.nesta.org.uk/