Research and analysis

Supporting Papers - Growing a Culture of Social Impact Investing

This page contains the supporting documents to be read alongside the Advisory Group report, which was published on 14 November 2017.

From:
Department for Culture, Media and Sport, HM Treasury, Department for Digital, Culture, Media & Sport, Tracey Crouch MP, and The Rt Hon Steve Barclay MP
Published
17 July 2017
Last updated
13 February 2018 — See all updates

Documents

Advisory Group Letter to Financial Conduct Authority (FCA) and Financial Ombudsman (FOS)

PDF, 2.64 MB, 6 pages

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Response from the Financial Conduct Authority (FCA)

PDF, 683 KB, 4 pages

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Response from the Financial Ombudsman Service (FOS)

PDF, 72.7 KB, 1 page

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Social Impact Investment Attitudinal and Behavioural Research, Centapse

PDF, 2.81 MB, 48 pages

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Seeking the Views of the Financial Adviser and Wealth Manager Distribution Channel, Worthstone

PDF, 289 KB, 8 pages

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Impact Investment Adviser Tool: Final Report, Uscreates

PDF, 3.54 MB, 37 pages

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A Conversation Tool for Advising on Investment that Creates Positive Impact, Uscreates

PDF, 2.72 MB, 24 pages

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Social Impact Investment and Pensions Survey, Allenbridge

PDF, 886 KB, 30 pages

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Media Audit - An Analysis of Awareness and Perceptions of Social Impact Investment (SII) amongst Personal Finance and Investment Media, Tangerine

PDF, 909 KB, 51 pages

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Mapping the UK Impact Investment Retail Market, Worthstone

PDF, 775 KB, 11 pages

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Details

In 2016, Government appointed Elizabeth Corley CBE, Vice Chair of Allianz Global Investors, to chair an Advisory Group looking at how to grow a culture of social impact investment and savings in the UK. The group includes senior representatives from across the investment and savings industry.

The Advisory Group published its report “Growing a Culture of Social Impact Investing” on 14 November 2017. This page contains the supporting documents, including:

  • Advisory Group Letter to Financial Conduct Authority (FCA) and Financial Ombudsman (FOS)
  • Social Impact Investment Attitudinal and Behavioural Research, Centapse
  • Seeking the Views of the Financial Adviser and Wealth Manager Distribution Channel, Worthstone
  • Impact Investment Adviser Tool: Final Report, Uscreates
  • A Conversation Tool for Advising on Investment that Creates Positive Impact, Uscreates
  • Social Impact Investment and Pensions Survey, Allenbridge
  • Media Audit - An Analysis of Awareness and Perceptions of Social Impact Investment (SII) amongst Personal Finance and Investment Media, Tangerine
  • Mapping the UK Impact Investment Retail Market, Worthstone
Published 17 July 2017
Last updated 13 February 2018 + show all updates

  1. The responses from the Financial Conduct Authority (FCA) and the Financial Ombudsman Service (FOS) were uploaded on 12 February 2018.

  2. First published.

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