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Social Investment Academy

Social Investment Academy

We would like to extend a huge thanks to our sponsors, supporters, speakers and attendees in making the Social Investment Academy such a great success.

See below for more photos from the day.

Please look out for an upcoming video documenting the day.

The Social Investment Academy offered a unique, CPD accredited forum where delegates gained insight and learnt from leaders who are bringing social investment to the mainstream amongst private investors.

The event was held during Good Money Week and by attending, we believe delegates gathered the market intelligence and contacts needed to help move social investment forward in their business, in addition to gaining insight into why signing up for the Adviser Competency Training might be a next step along this journey.


0930: Registration inc. refreshments, wi-fi and expert surgeries with Neil Pearson, Antony Elliott & Richard Child
1000: Welcome
1010: Rupert Harrison CBE
1025: Rich Johnson (FCA) – FCA’s response to their call for input on the barriers to social investment
1040: Luke Fletcher (Partner, BWB) – Brexit scenarios and how it impacts social investment
1055: James Perry (Co-Founder & Director, COOK) and Peter Baxter (Member of the Board of Trust for London) – Offering investments with benchmark financial returns seeking impact alpha
1115: Coffee break & networking
1145: Neil Pearson – Latest updates on SITR 
1200: Adviser Competency Training for social investment: ACT as a business enabler
1235: Panel discussion chaired by Matthew Vincent. 
1245: Networking lunch
1330-1600: Practical “How To” sessions
Breakout 1 Michael Smith (Director, Chamberlyns) – Advising clients on SITR investments
Breakout 2 Murray McEwan (Director, Flowers McEwan) – Financial planning models to introduce clients to social investment
1430: Coffee break & networking
Breakout 3 Grace Howells (Senior Investment Analyst, Resonance) – How an SITR fund works in practice
Breakout 4 Karl Harder (co-Founder, Abundance Investment) – Changes to P2P investment platforms and what this means for social investment clients
1605: Social Entrepreneur & Beneficiary
1620: Close

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VIDEO Highlights: Social Investment Academy

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 [...]

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Social Investment Academy Nov ’16 – Impact Report

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To download a PDF of the impact report please click here. To download a PDF of the impact report please click here. To see highlights from the day, watch the video here.

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SIA VIDEO: Latest from the regulator

Rich Johnson - SIA Nov '16 v2

Rich Johnson from the FCA spoke at the latest Social Investment Academy on 2nd November 2016, presenting the results from their recent call to input. See below for the full video of his presentation. For our highlight video of the Social Investment Academy please click here.

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Social Investment Academy makes it into Big Society Capital’s Annual Review 2015


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 [...]

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Social Investment Academy Mar 2016 – Impact report

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Please click here to download the report as a pdf. This report is designed to document Worthstone’s impact following the March 2016 Social Investment Academy. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK and this event is the largest gathering [...]

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Top 5 Reasons advisers should attend the Social Investment Academy

#SIA top 5 v2

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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Worthstone’s Social Investment Academy – Inaugural Meeting In Partnership With Big Society Capital, CCLA & the City of London Corporation


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 [...]

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