Charity investments

CHARITY RESERVES SEMINAR

We heard from experts on managing charity reserves effectively for a rainy day. Take a look at the presentations and find out what's next.

THANK YOU FOR MAKING OUR CHARITY RESERVES EVENT SUCH A SUCCESS

Thank you for joining us at RSM in London. It was great to see so much enthusiasm and interest around building a robust reserves policy.

Also, thanks for all your questions and participation in this event. We trust that you took away some many valuable insights and practical tips from our speakers. Presentations from the day are available below:

SUBJECTS COVERED IN THE SEMINAR

We heard from experts in the area of charity reserves, in four engaging sessions:

Charity reserves – Building resilience in 2019, presented by RSM

A robust reserves position sends a clear message to funders and beneficiaries that you are a well-led, well-managed and well-run charity. Using our own extensive research into the sector, we delve into how effective charities really are at managing their reserves policy, as well as providing guidance on common pitfalls to avoid.

Larder, fridge, freezer – smart deployment of reserves, presented by CAF

We will explore what your charity needs to take into account when addressing governance around reserves. Plus, what to weigh up when considering short, medium and long-term investing.

Supporting charities across the UK, presented by Tilney

This is a great opportunity for you to learn more about how Tilney works with charities. With over £24bn of assets under management Tilney will also be sharing its investment philosophy and how they will engage and support your charity.

This could include help to identify your charity’s attitudes towards reserves, as well as advice on implementing an Investment Policy Statement and investment strategy aligned to your goals and objectives.

Why cost and a disciplined investment approach matters in a turbulent and lower return environment. Presented by our guest speaker Vanguard

With the complexity of financial markets and the economy, it can be a daunting time for investors in an uncertain environment. This can be particularly challenging for charities that might not have the resources to make the sometimes complex and always financially impactful choices involved. This session will discuss why four key investment principles can simplify and help all investors develop investment strategies that give them the best chance of investment success.

WHAT'S NEXT?

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SPEAKERS

Hannah Catchpool

Partner, Head of Academies. RSM

Hannah heads up the not for profit team for the London and East region and is RSM’s head of academies. She has 20 years external and internal audit experience and has a real passion for the not-for-profit sector.

She advises charities on audit, assurance, governance and risk and financial reporting, and is an audit partner for a number of charity and education clients across the region, including Top 250 charities, multi-academy trusts, independent schools and large educational institutions.

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Nick Sladden

Partner, Head of Charities and Independent Schools. RSM

Nick heads the RSM charities and independent schools teams. He advises on audit, assurance and financial reporting and is an audit partner for our Top 250 charity clients and a number of leading independent schools.

Using his 20 years’ experience in the sector, Nick has developed RSM’s in-house guidance on charities SORP FRS102 as well as responding to charity commission/OSCR consultations on financial reporting developments in the last few years. He has also worked with charity clients internationally including projects in France, Germany, Ireland and Romania and with RSM International in other locations.


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Neil Poynton

Head of Charities. CAF

Neil has worked within the financial and third sectors for 30 years. He is highly experienced in managing the financial affairs and forging strong relationships with High Net Worth individuals, together with Business and Commercial entities.

With a primary focus on leading teams to develop business, Neil has taken his experience into the charitable sector and is currently Head of Charities. Building credible relationships is at the core of his working principles.

Find out more about Neil.

Mike Francis

Financial Planner – Partner. Tilney

Mike is an experienced Chartered Financial Planner, having worked in the financial services sector for more than 38 years. His clients include business owners, entrepreneurs, senior executives and partners of tax and legal firms.

He also works with a number of charity clients, helping them make informed financial decisions.

In addition to his day-to-day responsibilities, Mike mentors other Tilney advisers and is involved as a business mentor with the Prince’s Trust.


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William Allport

Senior Strategist. Vanguard

William is Senior Strategist for Vanguard’s business in the UK, responsible for strategy and thought-leadership in retirement and institutional market segments. Prior to joining Vanguard in 2017, William held roles with Robeco Group, PIMCO and AllianceBernstein with a variety of responsibilities which include leading corporate strategy, developing pension investment propositions and multi-asset investment solutions, and business development. 

William has 16 years of investment experience and holds a BA (hons) in Business Economics from St Chad’s College, University of Durham. He holds the Investment Management Certificate from the CFA Society of the UK.

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CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).