Corporate Members

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Our corporate members are committed to supporting treasurers and providing resources to aid treasurers and their charities in all the work they do. We welcome applications from like-minded organisations, see how to become a corporate member here.

Access Insurance are Chartered Insurance Brokers specialising in advising and arranging insurance for charities, churches, community groups and not-for-profits. Over 16,000 organisations choose to work with us each year because they receive:

Independent advice;
A policy designed to cover their unique risks;
And only pay for cover they need.

Here’s what our clients say: “Wow! What can I say; absolutely fabulous service from Access where nothing was too much trouble. Courteous, responsive and extremely quick in setting up our non-profit group’s insurance.”
“A superb service. Our broker answered every question we asked and went out of her way to ensure we had everything we required in the new policy.”

We are passionate about working with charities—we’re owned by one. As part of the Benefact Group, owned by the Benefact Trust, we give all available profits to charities and good causes—over £1 million through the Group’s giving annual programme, Movement for Good.

For further information please contact us on 020 8651 7420 or by email charity@accessinsurance.co.uk
website:
accessinsurance.co.uk

Alliotts LLP is an independent mid-tier firm of Chartered Accountants and business advisors. Our Charities team, headed up by the senior partner, comprises experienced audit, accounts and tax specialists working collaboratively to provide advice and services to clients ranging from small local organisations to larger national networks.

As a Charity you need to be confident that regulatory and compliance matters are in a capable pair of hands you can trust. You also need professional advice and support to ensure your organisation operates efficiently in an increasingly competitive market. We are an empathetic team of professional advisors who understand these challenges, and who deliver a prompt, technically accurate and cost-effective service to meet your needs.

Most of our partners hold honorary or voluntary posts in charity, not for profit or community organisations, which gives us a clear understanding of the issues you face. As well as extensive sector expertise, our charity accounting team has experience of working with corporate clients; our charity clients value this added commercial perspective we bring to their organisations. A successful working relationship is based on open communication. It’s this, partner level oversight of assignments and continued investment in our people that makes us different.

For further information please contact Samantha Merchant on 01483 508530 or by email Samantha.merchant@alliotts.com
website: alliotts.com

ACIE is an association of people who carry out IE, providing support and information to its members, charities and other interested parties.

Founded in 1999, ACIE are the only professional body whose sole focus is IE.
Full Membership is the only way for people without any other accountancy qualification to undertake IE at a higher level (i.e. above £250,000 in England & Wales and Northern Ireland and the examination of accruals accounts in Scotland).
The Full Membership procedure is the only route available to people wanting to have their work in Independent Examination scrutinised and validated.

The ACIE provides a regular programme of seminars and conferences aimed at ensuring that Independent Examiners are up to date and conversant with Best Practice.

For further information please contact Farah Mendlesohn Development Manager on 0131 659 9751 or by email admin@acie.org.uk
website: acie.org.uk

The Centre for Charity Effectiveness (CCE) at Bayes Business School (formerly Cass) is the only specialist centre, working with nonprofits, to be found at a global business school, that offers a combination of applied research, postgraduate masters degrees and professional development.

Our vision is that of a nonprofit sector leading positive social change. Since our inception over 20 years ago, we’ve enabled transformation for those working within and alongside the sector by improving governance performance, cultivating outstanding leaders and supporting sustainable change for organisations worldwide.

CCE creates value by offering a unique blend of multidisciplinary and cross-sectoral skills and expertise, practitioners and management consultants working alongside academic faculty, for our UK and International students, delegates and clients.

For further information please email CCE@city.ac.uk
website: bayes.city.ac.uk/cce

At Buzzacott we are trusted for the experience we have, the specialisms we understand, the relationships we build and the values we live by. We define ourselves by the needs of our clients. And our enduring client relationships are founded on continuity of team members, ease of access, and specialist knowledge. Nearly 450 of us work collaboratively in specialist teams under one roof to tailor-make solutions.

Specialist, single office UK charity team

Our Charity and Not for Profit team, with over 100 specialists, is one of the largest single office charity teams in the UK. We strive to make your difficult job as easy as possible, providing comprehensive audit, accounting, VAT, tax, grant management, and financial advisory services – bespoke to your needs. Our advice ranges from governance, and strategic oversight, to impact reporting, risk management, and internal controls.

If you ask charities and not for profits why they value Buzzacott, they say it’s our empathy with their work and understanding of the legal and accounting framework they operate in. Our expertise spans education, religious orders, International NGOs, healthcare charities, membership and professional bodies, grant giving foundations, social enterprises, and arts charities.

For further information please contact Katharine Patel Partner and Head of the Charity and Not for Profit team on 020 7556 1270 or by email patelk@buzzacott.co.uk
website: buzzacott.co.uk

We are owned by the Charities Aid Foundation. CAF connects charities with funds, and we at CAF Bank help charities to manage those funds. Our connection with such a long-established charitable organisation highlights how we believe in banking with purpose. Our tailored approaches, expert guidance, and genuine care allow you to concentrate on supporting the people who turn to you. For those not already working with CAF, banking with us means you’ll benefit from the insights and specialist support of our network. As for any surplus we make? We return it to CAF, so they can continue to help charities thrive.

For further information please contact Ben Jowitt by email bjowitt@cafonline.org
website: cafonline.org

We’re Castlefield – an award-winning, employee-owned investment management and financial planning group, based in Manchester.

Helping charities is in our DNA. We’re part-owned by a grant-making charitable foundation and our company was founded in 2002 to serve the investment needs of the charity and not-for-profit sector, with many of our early charity clients choosing to stay with us for over 20 years.

We specialise in helping charities to align their investments with their values, and supporting financial trustees throughout their role in the investment decision-making process.

For members of the forum, we offer a number of trustee training sessions to help inform and educate trustees, along with providing a series of charity-specific investment guides and other useful materials access. For those who are local to Manchester, we also offer access to our city centre meeting rooms for trustee committee meetings.

For further information please For further information please contact Simon Holman (Partner) on (0161 233 4890) or by email simon.holman@castlefield.com

We are proud to look after £11bn for the charity sector. Our services are designed to offer comprehensive investment management and guidance to trustees. The investment demands of each charity are different. We aim to develop a good understanding of the trustees’ long-term objectives and requirements prior to proposing investment strategies to meet them. We are then able to develop a long-term solution based on expected returns, time horizons and levels of risk with which the trustees feel comfortable. Our multi-asset funds provide a simple solution for charities with £10,000 or more – with our Sustainable Multi-Asset Fund going beyond exclusions and putting sustainability at its heart. For charities with £1m or more we can provide bespoke portfolios – designed to cater for your exact requirements – be that income, sustainability, or anything else. We understand that our charity clients have differing and complex needs, and that many hold large sums of cash from time to time. Our cash administration team helps them to get the best possible rate combined with nominal capital security.

For further information please contact Ben Minter, Portfolio Director (Charities) by email ben.minter@cazenovecapital.com

CCLA is a specialist fund manager dedicated to the distinctive requirements of charities and public sector organisations. Our purpose is to help our clients maximise their impact on society by harnessing the power of investment markets. We have been responding successfully to the changing needs of treasurers and trustees since 1958 and are now the UK’s largest manager of charitable funds.*

We deliver trusted, responsibly managed and strongly performing portfolios to organisations of all sizes, backed up by efficient and informative client service to help you fulfil your governance responsibilities.

CCLA Investment Management Limited and CCLA Fund Managers Limited are authorised and regulated by the Financial Conduct Authority.

For further information please contact Sharika Sharma Head of Business Developmentr on 020 7489 6102 or by email sharika.sharma@ccla.co.uk
website: www.ccla.co.uk

Established in 2000 by Steve and Raya Wexler, CharityJob is based in Kingston upon Thames and has about 30 staff. CharityJob is the leading specialist website for the voluntary sector in the UK. The site carries job ads for thousands or charities every year, and currently receives close to half a million unique visits a month.

Job ads can often receive dozens of applications. How can you sort these applications and communicate with so many candidates? To help with this, CharityJob recently launched its own free Applicant Manager software. From January 2021 this will include an Anonymous Recruitment tool to make your recruitment fairer and more diverse.

Volunteer vacancies may be advertised on CharityJob free of charge.

We also run an online community for the sector called CharityConnect (charityconnect.co.uk) to enable charity professionals to interact with their peers on any subject. This now has 20,000 members.

For further information please contact Steve Wexler Director on 07954 586 448 or email steve@charityjob.co.ukwebsite: charityjob.co.uk

Crowe U.K. is a national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top ten accounting networks in the world. With exceptional knowledge of the business environment, our professionals share one commitment, to deliver excellence. We are passionate about working with social purpose and non profit organisations. While our core offering is external audit, we provide many related services such as internal audit, global risk assurance, grant management, structure and governance reviews, tax, VAT, grant audits and other advisory services.

For further information please contact Naziar Hashemi Partner, Head of Social Purpose & Non-Profit Organisations on 020 7842 7229 or email naziar.hashemi@crowe.co.uk website: charityjob.co.uk

Ecclesiastical Insurance currently insures over 45,000 charities and being owned by a registered charity we understand what it means to work in your sector.

Ecclesiastical has been helping to protect not-for-profit organisations for over 130 years and we are committed to ensuring our expertise helps prepare the sector for the future. We work closely with key organisations and bodies to ensure we are up to date with the challenges facing the sector and to enable us to provide the best support. Our charity cover is designed to give you what you really need, protecting volunteers as well as staff and including bespoke cover options such as reputational risk and cyber.

We are dedicated to our goal to be the most trusted and ethical specialist financial services group. Giving millions of pounds to charity and hundreds of hours in volunteer time. We are also the UK’s top insurance company for charitable giving in The Guide to UK Company Giving1.

As well as specialist covers, we have expert guidance and support designed especially for charities, including helplines for risk advice, Public Relations crisis assistance and how to handle cyber risk.

And with 98% claims satisfaction2, you can be confident we’ll be ready to resolve claims quickly and fairly.

For further information please contact Sally Meadows Charity consultant on 014 5287 3235 or email sally.meadows@ecclesiastical.com
website: ecclesiastical.com

11th edition, 2016 The UK Guide to Company Giving
Based on responses to Ecclesiastical’s claims satisfaction Survey 2016

Evelyn Partners is an integrated investment management and professional services group and was formed of the merger of Smith & Williamson and Tilney Group. Today we manage more than £3.2 billion for more than 1225 charity clients (as at May 2023).

We work with our charity clients to fully understand their financial objectives and their mission and then create and implement a truly bespoke portfolio that manages their risk and their longer-term income and growth goals. Our charity investment relationships are grounded by maintaining strong communication with our clients. We strive to always understand the trustees’ primary drivers in real time regardless of whether those drivers are income, risk, return, ESG and mission alignment or all of the above.

Evelyn Partners’ fully integrated ESG screening and reporting allows us to provide an expert responsible investment service to those charity clients who are especially focussed on aligning their investments with their mission and their broader policies. This service helps us to further deliver a truly bespoke charity service and ensure our clients that their investments will be positioned appropriately to achieve their long term financial goals while also protecting their reputation.

For further information please contact Caroline Gee Head of Charity Business Development Manager for England and Wales
on 020 7131 8403 or email Caroline.Gee@evelyn.com
website: evelyn.com

Farrer & Co, modern lawyers with timeless values.

Quality client service sits at the heart of everything we do.

Our charity and not-for-profit clients value our in-depth knowledge, technical excellence and diversity of disciplines. Although what really binds our long-standing relationships is our approach: pragmatic, plain speaking, approachable, responsive and always steadfast in our values, which we hold dear. Values which mean we gain our clients’ trust, always strive to do the right thing, and aim for the best results for them.

Clients trust us to advise on all aspects of their operations from challenging regulatory and compliance issues, charitable structures, trading, fundraising, financial difficulties and insolvency, legacy disputes, serious incident reports, tax and social investment, to major governance reviews. Working with other specialists from across the firm, we support charities with protecting the personal data they hold, safeguarding and child protection, crisis management, disputes, major infrastructure projects, mergers and restructuring, and how they can protect and commercially exploit their brands.

For further information contact Elizabeth Jones Partner
on +44 (0)20 3375 7138 or by email elizabeth.jones@farrer.co.uk
website: farrer.co.uk

At Grant Thornton UK LLP our mission is to support charities in their missions. We know the scrutiny that charities face and we share our expertise with them – whether that is developing new skills, achieving regulatory compliance or other strategic ambitions. We work with some of the UK’s largest charities to deliver audit, assurance tax and advisory services, as well as using our global network for extra support for those working overseas.

For further information contact James Kirkland Public Sector and Not for Profit BD on +44 (0)20 7728 2303 or by email james.a.kirkland@uk.gt.com or
Paul Rao on +44 (0)161 953 6303 email paul.rao@uk.gt.com
website: grantthornton.co.uk

In the face of never-ending financial complexity, you need a firm that is big enough to tackle problems at scale, but with the attitude to care about how they are solved.

You need specialists with intimate sector and market knowledge.

HaysMac is proud to be recognised as a leading advisor in the social purpose sector. Charities and social enterprises require specialist services to remain compliant and make best use of their finances to benefit people and places across the UK and further afield. We provide the dedicated specialists they need to cover every scenario.

We know financials and tax can seem impenetrable, but we love the challenge. Bring it on. It’s why we built the firm, so we can work together to find the solutions others miss.

This is the HaysMac way.
For business. For people. For good.

For further information please contact Siobhan Holmes Director on

+44 (0)20 7969 5601 or email sholmes@haysmacintyre.com

website:
haysmac.com

Founded by Sir Richard Hoare in 1672, C. Hoare & Co is the UK’s oldest privately owned bank.

The business has been owned and run continuously by the Hoare family for 11 generations. A strong, stable balance sheet is underpinned by the partners’ unlimited liability and conservative attitude to risk, while the bank’s small size and distinctive family culture support deeply personal customer relationships.

C. Hoare & Co. enjoys a reputation for exceptional service, providing bespoke banking to high-net-worth individuals, family offices, trusts, landed estates and entrepreneurs. Its pioneering Donor Advised Fund (DAF), the Master Charitable Trust, was set up in 2011 to support customers’ philanthropic activities. The bank’s own philanthropic heritage stretches back more than three centuries and each year the partners donate up to ten percent of profits to a wide variety of charitable causes via its charitable trust, the Golden Bottle Trust. Since 2019, the Golden Bottle Trust has exclusively held investments with a demonstrable intention to create a positive environmental or social return.

For further information please contact Bella Hoare Partner on
+44 (0)20 7353 4522 or email bella@hoaresbank.co.uk
website: hoaresbank.co.uk

HW Fisher LLP is a top 25 UK chartered accountancy firm providing expert accountancy, audit, tax, corporate and financial advisory services to not-for-profits, charities, high-profile entrepreneurial SMEs, large corporates, and high-net worth individuals. Our reputation is grounded in quality and reliability, delivering premium, bespoke services quickly and cost-effectively. The Firm operates a considerable not-for-profit group, led by Carol Rudge, working with around 300 charities and membership organisations of all types and sizes, from small and domestic to very complex, with branches and overseas operations. As well as a high level of technical skill, we all have a keen personal and business interest in the voluntary sector. We are proud to continue to be voted in the top five charity specialist firms for both quality of overall service and technical expertise in the Charity Finance Audit Survey published by Charity Finance magazine in December 2019.

For further information please contact Carol Rudge Partner and Head of Not for Profit on +44 (0)20 7388 7000 or email crudge@hwfisher.co.uk
website: hwfisher.co.uk

Latitude is a boutique investment partnership based in London.

We formed Latitude in 2016 to offer investors a straightforward and consistent investment experience. Investment solutions are increasingly complex and, while some of this complexity has merits, we believe the greatest ideas are often the simplest. We pride ourselves on our rigorous investment framework and we have delivered peer group leading returns since we launched.

We invest with high conviction, focussing on qualitative idea generation and intensive due diligence.

Independent fund management boutiques offer the ideal environment for charities who seek to outperform the market but maintain focus on protecting capital. We invest away from the crowd and avoid institutional asset gathering. We have delivered long term capital growth for our clients at an attractive rate above inflation. We emphasise downside protection and have built a risk framework to protect clients from losses.

Download our Annual Report (pdf) here

For further information please contact Freddie Ryecart (Partner)
on 077860 71929 or email freddie.ryecart@latitudeim.com
website: www.latitudeim.com

For over 20 years, the LGT Charities team has partnered with charities, supporting trustees and crafting tailored investment portfolios to meet their unique needs. As part of LGT Wealth Management, we offer exceptional, transparent services specifically designed for charities, trusts, and financial intermediaries.

Being part of a family-owned private bank, we prioritize thoughtful, sustainable, and deliberate investment strategies. Our operations span across London, Jersey, Bristol, Edinburgh, Leeds, Birmingham, and Manchester, ensuring comprehensive service coverage in the UK. With LGT Group managing approximately £300 billion (as of June 30^th 2024), we provide stability and resources to continually enhance our client offerings.

Our charity investment team, comprising 12 experienced managers, handles around £1.9 billion (as of June 30^th 2024) for charity and institutional clients. Many of our managers are trustees and investment committee members themselves, bringing valuable perspectives from both sides of the table.

Charities appreciate our consistent, transparent, and globally direct investment approach, which aligns with their missions and values. Our strategic relationship with the Charities Aid Foundation (CAF) led to the launch of Charity ESG Funds, benefiting charities of all sizes.

We offer a broad range of services, including governance and investment policy support, cash management, investment management, and access to private and impact investments. Our goal is to demystify the investment process, enabling trustees to confidently manage their portfolios and meet financial objectives efficiently.

For further information please contact Miranda Richards, Investment Manager, on +44 203 943 8646 or by email at Miranda.richards@lgt.com

website:
www.lgtwm.com

We are one of the leading firms auditing and advising the charities sector. According to the data collated over the last 10 years from the Charity Finance’s Audit Survey our charity team has consistently ranked first for overall service among the top 10 charity specialist firms in England. Our dedicated award-winning charity accountants and advisers work with over 750 charities, with a particular focus on: NHS charities, Faith-based charities, Educational charities, Care, welfare and disability charities, Grant-giving trusts, Museums, arts and culture International and overseas aid and Trade associations and membership bodies. Strong links with the main charity sector groups and regulators enable us to stay ahead of emerging issues and offer our clients constructive advice on a wide range of matters.

Our wide range of value-added services help our clients continually improve the efficiency of their organisation and take advantage of new opportunities. These include: Audit, Tax and VAT, Nonprofit Advisory, HR consultancy, Data privacy and cyber security, Digital transformation, Business growth services, Business outsourcing and Donor funder services.

For further information please contact Vanessa Gomez, Assistant Business Development Manager, Nonprofit Group on 020 4582 1724 or email vgomez@mks.co.uk
website: mooreks.co.uk

The Rathbones’ charity team is proud to manage £7.1 billion* of assets for more than 1,900 charities, making us the fourth largest charity manager in the UK. We believe it benefits our clients to have their investments looked after by dedicated sector experts and our team of 26 work solely on charity investments. Many of us are involved with charities outside of work: and more than half of our team are charity trustees, demonstrating personal commitment to the charity community and providing invaluable insight into the challenges charities face. We build a service around your priorities, creating an individual strategy and portfolio to match your charity’s income, growth targets and attitude to risk, while looking to protect it in the downturns. Trustees deal directly with an investment manager, who is personally responsible for your charity’s portfolio.

Our offering • A transparent fee with no dealing costs • Tailored portfolios for funds of £500,000 or more • The Active Income and Growth Fund and the Core Investment Fund for charities with £10,000 or more • Single asset class or multi-asset mandates • Access to our trustee training events and regular charity investment papers.

For further information please contact Nicola Purdue Senior Marketing Manager on 020 7319 5660 or email Nicola.purdue@rathbones.com
website: Rathbones.com/charities

* All figures as at 31 December 2021.

RSM is a leading audit, tax and consulting firm to the middle market with 3,650 partners and staff operating from 33 locations throughout the UK. RSM UK is a member firm of RSM International – the sixth largest network of audit, tax and consulting firms globally. The network spans more than 120 countries, 820 offices and 48,000 people, with a fee income of $6.3bn.

We deliver the big ideas and services that help middle market organisations thrive. Our passion is to help our clients move forward with confidence and realise their full potential.

RSM is well established within the charity sector and recognised as a leading provider of audit and advisory services. We work with a wide range of charities across the UK, ranging in size from small, local and regional charities right through to large charities with national and international operations. Our national charity team includes more than 150 partners and staff and we have a comprehensive range of services available to the sector.

For further information please contact Nick Sladden Partner – Head of Charities and Independent Schools on 020 3201 8313 or email Nick.Sladden@rsmuk.com
website: rsmuk.com

The charity and social business team at Russell-Cooke work with over 400 charities and not-for-profit local organisations we deal with issues ranging from governance reviews charity formations trading Commercial contracts protecting intellectual property data protection health and safety employment issues well as dispute resolution and strategic planning.

Recent work has included assisting Alexandra Park and Palace Charitable Trust with its governance and relationship with the local authority; advising the British Association for Counselling and Psychotherapy on complexities arising from their membership structure; advising Clinks, the Association of Charities working with offenders on a re-structuring of probation and similar arrangements and assisting a new charity take on the ownership and management of a large stately home and estate in Wales.

For further information please contact James Sinclair Taylor Partner
on 020 8394 6480 or email james.taylor@russell-cooke.co.uk
website: russell-cooke.co.uk

Sarasin We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society.

Investments built around your charity’s needs

Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process. We focus on creating a bespoke, sustainable investment strategy for your charity’s unique needs.

Central to our investment approach is partnering with trustees to design and refresh appropriate investment strategies. We have extensive experience of working with our clients to formulate and implement appropriate ethical policies. The Sarasin Charity Authorised Investment Funds operate a bespoke ethical policy, excluding specific sectors, developed over many years of consultation and experience in the charity sector.

Our guide to ethical restrictions (pdf) is designed to help you navigate your ethical options.

For further information please contact John Handford Head of Charity Marketing
on 020 7038 7268 or email john.handford@sarasin.co.uk
website: sarasinandpartners.com

Sayer Vincent We are an audit and advisory firm working exclusively with charities and social purpose organisations. We are a practice based on audit but extending to highly specialised commercial tax advice, risk and assurance services, as well as other consultancy services. We have our headquarters in London and satellite office in Birmingham; and operate across the whole of the UK.

Set up in 1983, our key strength lies in our values as this affects how we work as a firm. Our sights are set on the beneficiaries of each charity we work with – we give their interests priority. We actively work to provide support and guidance to the sector through our series of Made Simple guides and other resources; our webinars and collaboration with the Centre for Charity Effectiveness and Charity Finance Group delivering the Inspiring Financial Leadership Programme. Members of the Sayer Vincent team wrote the Hon Treasurers Handbook.

For further information please contact Judith Miller Partner
on 020 7841 6360 or email judith.miller@sayervincent.co.uk
website: sayervincent.co.uk

Stone King’s work with charities and social enterprises has always been at the heart of our practice. We are recognised as one of the leading law firms for charities in the UK. Our lawyers act for many hundreds of charities across the sector from household names, including almost 200 of the largest charities in the UK, through to local community groups.

The lawyers in our charity and social enterprise sector group work predominantly for charity clients and are able to provide practical solutions to problems based on our in-depth knowledge and experience of charities and how they operate. We understand the environment in which charities and social enterprises operate and that “charities mean business”.

Supporting charities and social enterprises is our core focus. Please get in touch with us today to discuss how we can support you and your organisation.

For further information please contact Stephen Ravenscroft Partner and Head of Charity on 020 7324 1732
email kathleenmurray@stoneking.co.uk website: stoneking.co.uk

We develop trustees, strengthen boards and drive change for a better society.

Trustees Unlimited was founded in 2009 on the belief that good governance strengthens society.

Our vision is a strong and diverse civil society in which organisations are governed well to achieve their social aims.

Our mission is to promote and develop excellent governance across civil society.

We believe that diverse boards underpin excellent governance. We will strive to remove the barriers that prevent people from applying to become trustees and help our clients to recruit and support people with a wide range of skills and lived experience.

For further information please contact Stacey Bennett Marketing & Operations Manager on 07384 250 335 or email Stacey.Bennett@trustees-unlimited.co.uk
website: trustees-unlimited.co.uk

Charities, universities and other not-for-profit institutions have valued the personalised service and high quality investment solutions that Waverton has delivered since its establishment over 30 years ago. We understand the complex matters that charities and specialist institutions face. That is why we would work in partnership with you, to ensure that your investments are aligned with your organisation’s objectives and aims.

We use an active, flexible and direct investment approach through segregated portfolios or specialist funds, including our Charity Authorised Investment Fund (CAIF). We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in individual stocks, funds, fixed interest or alternative asset classes. Furthermore, our approach is well suited to charities with an ethical investment policy; almost a third of our clients have an ethical or responsible investment policy in place.

Services we provide:

A dedicated charity team
A trustworthy and open service
Charity-specific pooled and segregated solutions
Ethical investing and bespoke screens
Trustee training and investment guidance

For further information please contact Kitty Burnford Charity Business Development on 020 7484 7485 or email kburnford@waverton.co.uk
website: waverton.co.uk/charities

United Trust Bank (UTB) is a multi-award winning, customer-focused UK bank providing an extensive range of savings products which help charities make their money work harder.

The unique ‘No Notice – No Penalty’ feature on our Notice Charity Deposit accounts allows charities to withdraw up to 20% of their balance without notice and without penalty, enabling them to benefit from higher rates of interest whilst allowing them to respond to unplanned situations quickly.

Our Deposit Solutions team will work with you to create a bespoke structured solution helping to maximise your returns whilst still meeting your liquidity needs.

For further information please contact Nicola Cole – Charity Business Manager on 07385 404244 or by email at ncole@utbank.co.uk

Unity Trust Bank was established to be the bank with a social conscience, supporting organisations that contribute community, economic, social or environmental benefit to society. Unity aims to be the bank of choice for all socially-minded organisations in the UK.

Through safe, sustainable growth, we support our customers to deliver social, economic or environmental change in their communities while also meeting their commercial needs.

Our mission is to create a better society, not simply maximise profits.

Every loan that we agree is aligned to one of more of the United Nations’ Sustainable Development Goals (SDGs) and assessed for the social benefit it creates to ensure that our funding has demonstrable impact.

We recognise the important role financial sector organisations play to support our customers to transition to Net Zero, manage and reduce our own emissions and adapt to the risks posed by climate change.

We’re committed to providing high levels of customer service – you’ll always talk to a person when you call us and all our teams are based in the UK, including our friendly Call Centre.

For further information please contact Philippa Moors – Head of Charities at Unity on 07523 689048 or by email at philippa.moors@unity.co.uk.

Utility Aid is the UK’s largest energy broker for the not-for-profit sector, and they’re delighted to be working with The Honorary Treasurers Forum to offer you access to their expertise. Their dedicated team provides a high-level service to manage and maintain your energy portfolio, covering Procurement, Bureau services, Full Account Management, Historical Audits, Carbon Reporting, and Net Zero planning. Their invoice validation services have saved their charity customers over £5m.

Working with them could not be easier. Click the link below to take you to their unique webpage.

For further information please phone 0808 1788 170 or email customercare@utility-aid.co.uk
website: utility-aid.co.uk