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Report launch : Financial planners as catalysts for social investment

Wednesday, 13 June 2012 from 17:30 to 19:30 (BST)

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Report launch : Financial planners as catalysts for social investment Ended Free  

Event Details

Nesta, in conjunction with Worthstone, is pleased to invite you to the launch of its latest report: Financial planners as catalysts for social investment’ written by Gavin Francis, Antony Elliott and Geoff Knott.

This is the first UK research report focused wholly on the relationship between the social investment sector and the wealth adviser marketplace.  The objective is to help accelerate the flows of capital into social investment products, and meet demand for these products from private clients, by building understanding requirements of and barriers facing investment advisors.

The report is based upon a survey of regulated investment advisers with nearly 200 responses and numerous interviews. It intends to:

·         support financial planners to offer social investment products to their clients; and

·         support the development of products, communications, regulation and tax in order for this new asset class to reach its potential.

The launch presents the opportunity to hear from the Director of Policy and Public Affairs from the Chartered Insurance Institute and the CEO of the Institute of Financial Planning, the report’s authors and other speakers across the social investment industry on these critical topics.

This is a report for financial planners, social investment product providers, influencers and anyone with an interest in growing the social investment market in the UK. We would be delighted to have you with us for this event and hope you will find it useful to network.

Registration will open at 17:30 with the event  starting at 18:00 prompt  








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When & Where

1 Plough Place
EC4A 1DE London
United Kingdom

Wednesday, 13 June 2012 from 17:30 to 19:30 (BST)

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