Knowledge Hub

Stefan Stoleriu from LCP explains what practical steps organisations participating in Verity defined benefit pension schemes should take in advance of the High Court's ruling later this year.

New research from University of Bath on board composition and effective decision-making should give us all pause for thought, says CFG associate Nigel Kippax. In part one of his series on effective boards, Nigel takes a look at the report's findings on bias and the implications for trustee recruitment.

Building on phase one of the University of Bath student research team that looked at trustee motivations and effectiveness, this phase two research report extends that insight to the board as a collective, examining how composition shapes the quality of group decisions. Recommendations include introducing psychometric screening at trustee recruitment, implementing annual skills audits and building psychological safety into board culture. The report’s central deliverable is the DREAM Diagnostic Framework.

Robert Nieri and Michele Price, Partners in gunnercooke's charities team provide an overview of some of the recent developments in the world of governance, legal and regulation, and outline how these may affect charities. 

In this article, Richard Snelling from Menzies outlines the recent news that the rules for filling company accounts with Companies House are changing as part of the Economic Crime and Corporate Transparency Act 2023. He explains what this means for charities and non-profits that operate as companies and what steps you should be taking to prepare for the change.

This article from Bates Wells' Caroline Morris, Olivia Hyland and Laura Hobbs, explores how charities are using new forms of technology, and the challenges and opportunities that are presented as a result. 

In the final instalment of this three-part series focusing on financial culture, Simon Perks investigates the role that rituals and routines, symbols and stories play in helping organisations to create a culture of financial awareness and accountability.

The first article in this three-part series introduced the cultural web as a way of understanding an organisation’s financial culture. In this second instalment, Simon Perks takes a deep dive into organisational structure, power structures and control systems, and explores how we can use them to bring about positive cultural change.

Clare Mills, Co-CEO, Charity Finance Group, shares her reflections since the launch of CFG’s Charity Banking Report, and considers how to build resilience for when the systems and services we rely on falter.

Do standard risk labels still work for charities? Luke Apps from atomos asks whether investment industry's terminology around risk still works for charities - and questions whether it ever worked in the first place.

An organisation’s culture lies at the heart of everything it does, including the way it thinks about and manages its financial resources. In this three-part series, Simon Perks explores how charities can better understand their financial culture, and how this understanding can drive financial awareness and accountability.

Charity banking services debate in the House of Lords highlights challenges raised in CFG's new report.