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The Insurance Charities

Also known as: The Insurance Charity

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.

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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.

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
£959,000
Latest Expenditure
£2,012,000

Financial Efficiency

Program Ratio 176.7%
% of income going directly to charitable activities

Higher than 98% of UK Beneficiary group charities with income £100K to £1M (sample: 3459). How is this calculated?

Overall Efficiency 84.2%
% of expenditure going to programs (vs overhead)

Higher than 18% of UK Beneficiary group charities with income £100K to £1M. How is this calculated?

Administrative Ratio 20.7%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 11% of UK Beneficiary group charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £189,000
Charitable Activities £7,000
Other Trading £0
Investments £763,000
Other Income £0

Expenditure Categories

Charitable Expenditure £1,695,000
Raising Funds £317,000
Governance £99,000
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£959,000
£2,012,000£1,695,000£36,971,000£34,066,0008 / 40
2024
£1,099,000
£2,130,000£1,771,000£38,278,000£35,301,0007 / 40
2023
£1,127,000
£1,768,000£1,559,000£36,029,000£33,067,0007 / 50
2022
£1,045,000
£1,126,000£940,000£38,833,000£39,947,0007 / 87
2021
£1,109,000
£1,265,000£1,085,000£38,833,000£35,417,0006 / 65

Staff column shows: Employees / Volunteers

Frequently asked questions about The Insurance Charities

What does The Insurance Charities do?

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.

How much income did The Insurance Charities report in 2025?

The Insurance Charities reported total income of £959k and reported expenditure of £2.01m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Insurance Charities?

The Insurance Charities has a program ratio of 176.7%, meaning that share of its income goes directly to charitable activities. This is higher than 98% of UK Beneficiary group charities with income £100K to £1M (sample of 3459 charities). See our methodology for how this is calculated.

When was The Insurance Charities registered as a charity?

The Insurance Charities was registered with the Charity Commission for England and Wales on 22 September 1962 as charity number 206860. It has been registered for 64 years.

Who runs The Insurance Charities?

The Insurance Charities is governed by a board of 11 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Insurance Charities operate?

The Insurance Charities operates across 5 areas, including Ireland, Isle Of Man, Northern Ireland and 2 others. The full list is shown on its profile.

Is The Insurance Charities a registered charity?

Yes — The Insurance Charities is a registered charity in England and Wales, charity number 206860.

Details

Address
5th Floor
72 Cannon Street
London
EC4N 6AE
Registration Date
22 September 1962
Status
Registered

Registry Information

Organisation Number
206860
Charity Number
206860

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Trustees

Alexandra Hughes
Allan James Clare
Antony John Greensweig
Caroline Dungar
Deborah Jayne Bullock
Elizabeth Susannah Williams
Lisa Bartlett
Marc Sweeney
Mary Bowie
Michael Joseph Gaughan
Paul Buckle

Sectors & Classifications

Also Known As

  • The Insurance Charities
  • The Insurance Charity

Data & trust

Register data refreshed
14 May 2026
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