the insurance charities
Activities & Mission
The Charity's activities are to provide financial assistance towards the education and training and relief of need, hardship, sickness, disability, old age or distress of persons who are now or have been engaged in any aspect of the insurance industry and of children, spouses, partners, former spouses or partners and other relatives or dependants of such persons.
Fundraising
See where The Insurance Charities is active and find local fundraising opportunities.
Region
Country
Financial Information
Latest Income
£1,099,000
Latest Expenditure
£2,130,000
Financial Efficiency
Program Ratio 161.1%
% of income going directly to charitable activities
Overall Efficiency 83.1%
% of expenditure going to programs (vs overhead)
Administrative Ratio 20.6%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £251,000
Charitable Activities £8,000
Other Trading £0
Investments £840,000
Other Income £0
Expenditure Categories
Charitable Expenditure £1,771,000
Raising Funds £359,000
Governance £79,000
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £1,099,000 | £2,130,000 | £1,771,000 | £38,278,000 | £35,301,000 | 7 / 40 |
| 2023 | £1,127,000 | £1,768,000 | £1,559,000 | £36,029,000 | £33,067,000 | 7 / 50 |
| 2022 | £1,045,000 | £1,126,000 | £940,000 | £38,833,000 | £39,947,000 | 7 / 87 |
| 2021 | £1,109,000 | £1,265,000 | £1,085,000 | £38,833,000 | £35,417,000 | 6 / 65 |
| 2020 | £1,400,000 | £2,206,000 | £1,983,000 | £32,738,000 | £29,758,000 | 6 / 93 |
Staff column shows: Employees / Volunteers
Details
Address
3rd Floor 2 St. Andrew's Hill
LONDON
EC4V 5BY
LONDON
EC4V 5BY
Website
www.theinsurancecharity.org.ukRegistration Date
22 September 1962
Status
Registered
Registry Information
Organisation Number
206860
Charity Number
206860
Trustees
Allan James Clare
Elizabeth Susannah Williams
Antony John Greensweig
Michael Joseph Gaughan
Paul Buckle
Alexandra Hughes
Lisa Bartlett
Mary Bowie
Deborah Jayne Bullock
Caroline Dungar
Marc Sweeney
Sectors & Classifications
Also Known As
- THE INSURANCE CHARITIES
- The Insurance Charity