Samantha Seaton

Empowering UK businesses to soar with tailored financing solutions - Over £35 million funded to over 1,000 enterprises, igniting growth with our trusted network of 50+ lenders. Choose Phoenix for your cash flow and working capital needs. #BusinessFinance #UKBusiness #SmallBizFunding #CashFlowSolutions #WorkingCapital #GrowYourBusiness #TailoredFinance #TrustedLenders #PhoenixCommercialFinance

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What is #impactinvestment really achieving? In a world full of ESG reporting and disclosure fatigue, we need to remember why we are integrating social and environmental impact. It requires resilience and a collaborative approach. This asset owner discussion will be focused on what is actually being done by investors, what they are achieving, the tangible outcomes and what peers can learn. Please join Pensions for Purpose, PGGM Investments and The Good Economy on 26 June by registering using the link below or contacting events@pensionsforpurpose.com #assetowners #pensionfunds #impactreporting #impactaction George Graham Lloyd Whitworth Silvia Knott-Martin Jeff Houston Joanne Donnelly Alistair P. Alex Jones Debbie Fielder Tegolin Harding Sophia Harrison Laasya Shekaran Naomi L'Estrange Michelle Darracott Marc Barnett, FIA James Lawrence, CFA Kim Nash Helen Dean CBE Laura Chappell Becky LeAnstey Marion Maloney Jennifer Devine Mark Gayler Jo Sharples Hill Gaston Jordan Griffiths, CFA James Giles

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📰 Read more on how our unique partnership with client lifecycle management (CLM) specialists, Wealth Dynamix is helping wealth managers unlock a new level of engagement - https://lnkd.in/ewb7PTr7 #BehaviouralFinance #BeFi #FinancialPlanning #WealthManagement #FinancialAdvice

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Momentum Global Investment Management is making its restricted Passive Plus managed portfolio service (MPS) available on three platforms. #MomentumGlobal #investmentstrategy #passiveinvesting https://lnkd.in/evDTKH5p

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In today’s world, how do pension schemes continue to create sufficient returns for their members that are sustainable over the long term? How do they manage risk and embrace opportunities? As part of our #InConversation series, our Chair, Dame Elizabeth Corley, spoke to Helen Dean CBE, CEO of Nest pensions, one of the largest UK pension schemes. Helen talks about the role of impact investing in fulfilling, rather than hindering, Nest’s fiduciary duty to their members. She shares that three quarters of Nest members, with the average members earning just over 20,000 pounds a year, not only give their permission to invest in a responsible way, but say that they expect that of their pension provider. “There is something about having a mandate from our members and connecting with them. And for me, the whole thing comes back to our fiduciary duty as trustees of a pension scheme. I just think we define that far too narrowly at the moment,” Helen says. You can watch the full episode here: https://bit.ly/49uUH2s In our In Conversation series, produced in collaboration with Asset TV UK, we talk to senior leaders in finance who are shaping the intersection of finance and positive change, and put impact at the heart of what they do. #inconversation #impactinvesting #pensions

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Pensions for Purpose is currently looking for asset managers to undertake research using the OMINDEX survey in partnership with The Maturity Institute. We recognise that finding aligned asset managers on the integration of purpose and stakeholder value is a crucial piece of the puzzle in ensuring their impact on people and planet is integrated. This is about integrity - the ability to say that your words match your actions and that you’re not afraid to ask difficult questions of yourselves. The Maturity Institute's Total Stakeholder Value (TSV) model is a leadership and management tool that links data: Human Value, Business Value and Impact. We are all on a journey and this is an opportunity for us all to learn and grow. If you are one of our asset manager members or an asset manager just interested in going through this process, please contact me directly - Charlotte.oleary@pensionsforpurpose.com. While asset managers may have their own surveys and monitoring tools, nothing beats an independent review. If you are a trustee or investment consultant, please encourage your asset managers to consider this. #totalstakeholdervalue #impact #purpose #integrity

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FBC digital meeting today, 23 April 2023, 2-3pm UK time: Evaluating Fund Board Effectiveness. As the regulatory demands on fund board directors continue to grow, how can fund boards reassure themselves that they are operating as effectively as possible? The meeting will explore how firms evaluate the performance of their boards, including in key areas such as; - the value of board reviews as a means of assessing board operations - nature and scope of these reviews - who’s involved - how the outputs are used. We also will share initial insights from FBC’s detailed research in this area and speak to two senior governance professionals who will provide their perspectives and examples of good practice when it comes to evaluating board effectiveness in the UK, Ireland and Luxembourg; Daniel Rotherford, Global Head of Product Management and Governance at HSBC Global Asset Management, and Frank Johnson, iNED Chair at First Sentier Investors (UK) Funds Ltd. FBC Corporate Members can still register here: https://lnkd.in/eYt7d6nN Shiv Taneja, Catherine Battershill, Brandon Horwitz, Simon Hynes, Peter Christmas, Fiona Evans

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There's still time to join us at TSWM – The Summit for Wealth Management this coming Monday where Oxford Risk's Greg Davies will present a keynote on unlocking growth through personalised behavioural finance technology. Register your place now to join the cohort of top wealth management firms, financial planners, and family offices for 2024 - https://lnkd.in/eSiqT77m #FinancialPlanning #WealthManagement #FinancialAdvice #BehaviouralFinance #BeFi

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Continuing our theme of this week's podcast and blog release, one excellent resource for someone looking to have an impact with their investment portfolio is a peer network or community of other impact investors. Having a network of like-minded individuals who are also aligning their investments with their values can provide numerous benefits: 1. Sharing strategies and advice: Other impact investors can offer guidance on effective approaches, fund recommendations, and lessons learned from their own experiences building an impact portfolio. 2. Continued education: These communities often host events, webinars, or discussions to help members stay up-to-date on the latest trends, regulations, and opportunities in the impact investing space. 3. Accountability and motivation: Surrounding yourself with peers pursuing similar goals can help keep you motivated and accountable to your impact objectives over the long-term. 4. Access to investment opportunities: Some peer networks provide access to exclusive impact investment funds or deals that may not be widely advertised. 5. Emotional support: The transition to impact investing can be challenging. Having a supportive community can provide empathy and perspective. Some examples of valuable peer networks for impact investors include: - Toniic (toniic.com) - A global network of impact investors - The Investors' Circle (investorscircle.net) - Focused on early-stage impact investments - Local investment clubs or meetup groups in your area By tapping into the collective knowledge and experience of an impact investing community, individuals can get the resources, connections, and support needed to build a portfolio aligned with their financial and impact goals. #impactinvesting #financialplanning

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Paul Andrew, Wealth Planner at Brown Shipley’s article on trends in wealth planning in Yorkshire is published in the Yorkshire Post: https://ow.ly/jURV50RuS13 Paul provides insights based on Brown Shipley research which found Yorkshire and Humber is a region that stands out for its proactive approach to wealth generation and long-term financial planning. Source: Brown Shipley survey conducted via Opinium Research. Investing puts your capital at risk.

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Scratching your head on how best to report your #financedemissions or set your ESG/Net Zero goals and strategy? On Tuesday 11th June, Kamma will be joined by speakers from Bankers for Net Zero (B4NZ) and Just Group plc for a discussion on just this! See below to register #netzero #mortgagelender#ESG #climatetargets #transitionplan

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openfunds released field version 2.0.1 with additions for the UK Market: EMT v4.2, UK defined contributions workplace pensions template (DCPT) and UK defined contributions workplace pensions fair value mid-price-template (FVPT). #openfunds #datastandard #financialindustry #fintech #datamanagement #datastandardization #fundsindustry #funds

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Optimism Returns for SMEs as Loan Applications Surge According to iwoca’s Q1 2024 SME Expert Index, optimism is on the rise among UK SMEs, with three in ten finance experts (28%) reporting loan requests over £100,000, marking a 56% increase from last year. This positive trend is supported by 70% of brokers who are optimistic about SME prospects in 2024, while only 8% are pessimistic. Additionally, nearly two-fifths (37%) of brokers have seen an increase in finance applications since last quarter. - 41% of loans are aimed at business growth. - 86% of brokers predict increasing demand for finance in the next six months. To support this growth, iwoca has secured £270 million in debt funding, including: - £150 million from Citibank and Insight Investment for expansion in Germany. - £120 million from Barclays and Värde Partners for UK operations. https://lnkd.in/eMHgJ959 #SME #BusinessGrowth #Finance

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PODCAST: Balancing Science & Art in Financial Planning w/ gary winslow from Asset-Map 🎙️ On the latest episode of the TechStack ® Podcast, Francois du Toit was joined by Gary to discuss how technology can improve client engagement 🔥 Links to listen in the comments 💬 #financialplanning #financialadvice #nextgen #community #finance #podcast #technology #techstack

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Community Development Finance Institutions (CDFIs) turned ripples of finance into waves of change for individuals, businesses and social enterprises across the UK. They provided opportunity and built resilience for disadvantaged communities and those excluded from mainstream finance. In 2023 their lending hit a record high of £287 million: CDFIs now operate at 31 times the scale they did in 2003, when the sector lent £9.2 million. Their achievements reflect their ability to fill widening needs for the right finance at the right time. Here’s what CDFIs achieved in 2023: - Supported 4,546 start-ups and SMEs with £102m of loans. - 12,135 jobs were created or safeguarded. - 99% of businesses had been declined by another lender. - 371 social enterprises were supported with £119m of loans. - Households saved £29m in interest repayments compared to high-cost lenders. - CDFIs lent £66m to 85,208 individuals. - CDFIs identified a total of £601m of unclaimed benefits for 143,050 customers. Read more about CDFIs’ impact, plus lots of customer stories in: https://lnkd.in/eWSFydQ2 Responsible Finance #RipplesToWaves #ResponsibleFinance #CDFIs

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🔍 Don't miss out on your chance to join the Newton charity seminar on 16 May - places are limited! Our charity experts will explore the investment backdrop, net zero, stewardship and more. Come and join us to discover how investment decisions can make a tangible difference to solving real-world challenges. https://bit.ly/4aE7D7l #CharitySeminar #InvestmentOpportunities #MarketOutlook

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KBRA released a #research report evaluating the #UK building society sector. KBRA believes the overall #creditworthiness of the UK building society sector remains resilient despite continuing challenges related to Brexit, the post-pandemic recovery, elevated #inflation, #interestrate rises, and Russia’s invasion of Ukraine, all of which weigh on the UK #economy. Read the full report here: https://lnkd.in/eGsVu7qh | #financialinstitutions #insightfulresearch

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The Asset Owner Diversity Charter brought together asset owners and consultants to agree a consistent set of diversity metrics for collection across fund managers. Driving standardisation reduces the burden multiple frameworks place on companies whilst providing the necessary transparency for fund allocators to understand the diversity of the investment teams they appoint. Helen Price, Co-Chair Asset Owner Charter, Director, Governance Church of England Pensions Board, argues there is definitely a good middle ground. For more sentiment around diversity in financial services, see Reboot’s recent ethnic diversity research press release here: https://lnkd.in/e2hNKUyW #Diverstiy #Inclusion #Equity #Reboot #RebootTheNarrative

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