It offers a unique, CPD accredited forum where you can gain insight and learn from leaders who are bringing social investment to the mainstream amongst private investors.
This event is being held during Good Money Week and by attending, we believe you will gather the market intelligence and contacts you need to help move social investment forward in your business, in addition to gaining insight into why signing up for the Adviser Competency Training might be your next step along this journey.
0930: Registration inc. refreshments, wi-fi and expert surgeries with Neil Pearson, Antony Elliott & Richard Child
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
Rupert Harrison CBE
From 2010-2015 Rupert was Chief of Staff to UK Chancellor of the Exchequer, George Osborne, and Chair of the UK’s Council of Economic Advisors. From 2006-2010 he was Chief Economic Advisor to the then Leader of the Opposition David Cameron and Shadow Chancellor George Osborne. Prior to that Mr Harrison was a Senior Research Economist at the Institute for Fiscal Studies and the inaugural Chair of the Temple Place Partnership.
Rich joined the then FSA in 2007 at the start of the financial crisis. Since then he has held a wide range of roles including being seconded to HM Treasury Ministerial office during the 2010 General Election, managing the Chief Executive’s office of the FCA and more recently leading on the development of the FCA’s policy for the Senior Managers and Certification Regimes for banks.
Peter has over 30 years’ experience in the investment management industry. He is a member of the Board of Trust for London, a charitable foundation, where he chairs the Investment Committee. He was also Chief Executive of Old Mutual Asset Managers (UK).
James is co-founder and Director of COOK, a certified B Corporation. He is co-Chairman of B Lab UK and a member of the B Lab’s Global Governance Council. He leads Panahpur, his family’s foundation, and is also a Deputy Chairman of the Social Stock Exchange and a Trustee of Access Foundation.
Luke is a Partner and Head of Social Ventures and Social Finance at Bates Wells Braithwaite. He specialises in charity, social enterprise, responsible business and social impact investing. Luke has worked on many of the most significant developments in the growing impact investing market. Through his work for the European Commission and the Cabinet Office, he has helped shape policy and practice in areas such as community interest company governance, social investment tax relief and the new social investment power for charities. He is the Chair of the European Social Enterprise Law Association.
Helene has been an ombudsman with the Financial Ombudsman Service since July 2013. She has worked across our insurance and investment divisions, including as the senior ombudsman leading our team of ombudsmen resolving disputes about investments. Helene’s current role as an ombudsman leader includes responsibility for a division of ombudsmen and investigators dealing with complaints about a range of different financial services products.Helene is a qualified solicitor. She practised for over seven years in the Corporate Finance and Investment Funds teams at City firms: Freshfields, Bruckhaus Deringer and Travers Smith.
Matthew is the FT’s Deputy Companies Editor, occasional Lombard writer, and author of the Equities and Rich columns in FT Wealth magazine. He was previously UK Companies Editor, and editor of the FT Money section. Before that, he spent five years as editor of Investors Chronicle, where he also launched the BBC-FT standalone magazine ‘How to be Better Off’. His broadcasting credits include the BBC programmes ‘Pound for Pound’ and ‘Trackers’.
In addition to being a Chartered Wealth Manager, Michael is a Chartered Financial Planner and holds the globally recognised Certified Financial Planner qualification. He is a Fellow of both the PFS and the CISI and as such, is one of the most highly qualified financial planning professionals in the UK. Michael is Director and Co-Owner of Chamberlyns, which, in addition to holding Corporate Chartered Financial Planner status, is proud to be among the UK’s elite group of Accredited Financial Planning Firms™.
Grace is a Senior Investment Analyst at Resonance, where she currently leads the development of Resonance’s Social Investment Tax Relief (SITR) Funds across the UK, as well as the Resonance Angel Investor Network (RAIN). This has included Grace being the lead analyst in arranging the UK’s very first SITR deal and, subsequently, in developing the Resonance Bristol SITR Fund – the first SITR fund to be developed in the country.
Murray has been an IFA for over 20 years and is a director of Flowers McEwan, a Leeds based financial planning practice dealing with private clients and charities, which specialises in the areas of ethical investment and philanthropy. Murray took part with a panel of other advisers in the consultations with the Treasury over SITR and is passionate about helping clients to achieve their life goals and align their money with their values.
Karl Harder is co-founder of Abundance Investment, Abundance was the first peer to peer investment business regulated by the FCA and more recently launched the first p2p SIPP and Innovative Finance ISA. Abundance focuses on connecting investors with UK social infrastructure projects.
Antony Elliott OBE
Antony Elliott OBE, FCIB is chief executive of The Fairbanking Foundation which he founded in 2008. He spent over ten years as Group Risk Director of a major retail bank having worked for a number of UK and international banks previously. He has been actively involved in researching the field of financial well-being since 2004 and has a large number of published reports in the area. In 2014 he was awarded an OBE for services to bank customers.
Neil is a tax adviser specialising in advising on investments under the venture capital schemes and also social investment tax relief. Neil was closely involved in the development of SITR and the relevant legislation, and now joins the social enterprise team at leading law firm Mills & Reeve LLP from the start of October. Aside from advising, writing and lecturing on the subject of SITR, Neil’s most recent experience includes working on several SITR-qualifying investments and helping with the formation of an SITR fund.
Richard is a Director of Paradigm Norton Financial Planning. He chairs the Paradigm Norton Trust and is on the boards of two other charities. He has also served as a Board member of EAPG (now Philanthropy Impact), and as a member of the professional advisory council of the UK Community Foundations. Richard sees social investment as presenting the advisory community with an exciting opportunity to enhance client relationships whilst adding value to wider society.
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 [...]Read on...
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 [...]Read on...
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 [...]Read on...
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 [...]Read on...