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the pensions policy institute

The charity supports the general public. The Pensions Policy Institute is a registered charity whose purpose is education and training. It delivers its work by providing advocacy, advice, or information. The charity is based in Temple and operates in England And Wales.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

The Pensions Policy Institute (PPI) is an educational charity which provides non-political, independent comment and analysis on pensions policy and retirement income provision in the UK. Findings of our research are used extensively by government decision-makers and advisers, pension and savings providers, employers and trades unions, academics, commentators and the wider public.

Fundraising

See where The Pensions Policy Institute is active and find local fundraising opportunities.

Financial Information

Latest Income
£1,029,654
Latest Expenditure
£985,441

Financial Efficiency

Program Ratio 95.7%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 7.3%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £1,525
Charitable Activities £1,017,327
Other Trading £0
Investments £10,802
Other Income £0

Expenditure Categories

Charitable Expenditure £985,441
Raising Funds £0
Governance £72,426
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025£1,029,654£985,441£985,441£333,645£333,64514 / 0
2024£993,780£986,767£986,767£289,432£289,43214 / 0
2023£867,913£903,435£903,435£282,419£282,41914 / 0
2022£923,020£904,259£904,259£317,941£317,94114 / 0
2021£806,024£778,850£778,850£299,180£299,18013 / 0

Staff column shows: Employees / Volunteers