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 and The Rt Hon Steve Barclay MP
• Published: 17 July 2017
• Last updated: 13 February 2018 — See all updates

This was published under the 2016 to 2019 May Conservative government

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. 13 February 2018

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

2. 17 July 2017

   First published.