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Personal Assurance Charitable Trust

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

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Activities & Mission

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£100,000
Latest Expenditure
£97,800

Financial Efficiency

Overall Efficiency 97.8%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 97.8%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£100,000
£97,8000 / 0
2023
£100,676
£124,7610 / 0
2022
£79,251
£152,2150 / 0
2021
£169,926
£115,2870 / 0
2020
£75,000
£106,4120 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Personal Assurance Charitable Trust

What does Personal Assurance Charitable Trust do?

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

How much income did Personal Assurance Charitable Trust report in 2024?

Personal Assurance Charitable Trust reported total income of £100k and reported expenditure of £98k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

When was Personal Assurance Charitable Trust registered as a charity?

Personal Assurance Charitable Trust was registered with the Charity Commission for England and Wales on 1 July 1993 as charity number 1023274. It has been registered for 33 years.

Who runs Personal Assurance Charitable Trust?

Personal Assurance Charitable Trust is governed by a board of 3 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Personal Assurance Charitable Trust operate?

Personal Assurance Charitable Trust operates across 2 areas: Kenya and England And Wales.

Is Personal Assurance Charitable Trust a registered charity?

Yes — Personal Assurance Charitable Trust is a registered charity in England and Wales, charity number 1023274.

Details

Address
Personal Group Holdings
John Ormond House
899 Silbury Boulevard
MILTON KEYNES
MK9 3XL
Registration Date
1 July 1993
Status
Registered

Registry Information

Organisation Number
1023274
Charity Number
1023274

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Trustees

Hywel Phillips
Justine Woolf
Sarah Mace

Data & trust

Register data refreshed
30 July 2026
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