Neil Poynton, Head of Charities

Neil Poynton

Head of Charities

Charities Aid Foundation

THE CHARITY INVESTMENT HUB


28 August 2019

CAF has been a pioneer in developing investment solutions, exclusively for charities, for over 30 years.

We have been fortunate to meet, work with and learn from charities of all sizes across the UK, as we assist them in building their income, securing their investments and growing their impact.

We're also an organisation that while grounded in over 90 years of tradition looks to the future of charity investment, always striving to bring the best information and products to market to serve the beneficiaries of today and tomorrow.

Our first iteration of the CAF Investment Account, the first ever charity-specific investment platform in the UK, won the 2017 Investment Week award for ‘Innovation in fund services’ and we’ve since re-launched with new technology, another important step towards helping charities build for the future.

This was followed in 2018 by the launch of Investment Explorer, a free tool for charities to build, save and learn from the historical performance of their fund portfolios without having to spend their hard earned cash.

And now we recognise that our group of CAF investment funds, services and platforms has reached a point where we are able to meet the needs of all charities, irrespective of their size, income needs or reporting requirements. Wherever a charity is on their investment journey we can help. We call this approach: Learn, Try and Grow.

LEARN, TRY AND GROW

  • Learn – includes the investment knowledge centre andinsights from some of the UK’s leading investment managers
  • Try – the Investment Explorer, and
  • Grow – the CAF Investment Account platform, the many CAF Funds, the CAF Managed Portfolio Service and the CAF Socially Responsible Portfolio designed by leading investment professionals.

A PLACE FOR CHARITY INVESTORS

Together these will live within the new Charity Investment Hub. A place where charity leaders can visit to build their investment knowledge, design portfolios for trustee consensus, building and decision-making, and invest where charities invest.

Learn, try, grow

Visit the Charity Investment Hub and complete the call-back form. One of our charity experts will call to arrange your free consultation to see how we can help you do more with your investments, so together we can do more for your beneficiaries.

CAF Investments – making focus and effort count.

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The CAF Investment Account is provided to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Winterflood Business Services. Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No. 02242204. Registered Office: The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London EC4R 2GA. Member of the London Stock Exchange and NEX Exchange. Authorised and regulated by the Financial Conduct Authority (FCA register number 141455).

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at www.fca.org.uk. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369). Telephone calls may be monitored or recorded to comply with relevant legislation and for training purposes. Lines are open Monday to Friday 9am - 5pm (excluding English bank holidays).

Full legal information

Full regulatory information

Charities Aid Foundation © | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA Telephone: 03000 123 000
10 St. Bride Street, London EC4A 4AD Telephone: 03000 123 000