Knowledge Hub

A new report by Spence indicates that high levels of scheme funding are expected to drive a renewed focus on end-game planning for DB schemes. Read on for the results of the analysis and to download the report...

Charities can benefit from donations of shares and it can be advantageous to individual donors too. Paul Mathias from RBC Brewin Dolphin explains how recent tax changes can boost charitable giving.

CFG's Head of Policy, Richard Sagar, takes a look at the Charity Commission's revised guidance on charity investments (CC14) and shares an update on the sector's work to develop complementary principles.

Ruth Jenkins, Finance Director at environmental charity Keep Britain Tidy, talks about her transformative net zero work and shares the ‘easy wins’ she believes will go a long way to protecting all our futures.

Ahead of CFG's Annual Conference 2023, Sophie Ward, Head of Charities and Education at HSBC Global Private Banking, talks to Emma Abbott about the resilience of UK charities, how the sector is evolving its commitment to sustainability and how charities are adapting their investment strategies...

Is divestment always the right approach? Is there another, better way? Rathbones’ Andrew Pitt and Matt Crossman look at the issues and share a case study highlighting the power of engagement.

CFG continues to lead the debate on ethical investments and net zero. In this article, Patrick Trueman from James Hambro & Partners considers the issue of divestment and what difference it's making.

How can trustees weigh the financial implications of an ethical policy with their charity’s values and purpose? James Flett from RBC Brewin Dolphin explores the issues.

How are investors viewing the transition to renewable energy? Conan McKenzie and Angus Dell from BlackRock take a look at the big picture and explain how BlackRock are playing a role in the move to net zero.

What's the outlook for charities in 2023? William Reid of Quilter Cheviot looks at how markets closed in 2022 and what's in store for the year ahead, from investments and inflation through to the topic of talent management.

On 12 January 2023, Crowe UK and Charity Finance Group ran an annual round-up event, highlighting key legal and regulatory changes and updates. This ever-popular event covered a wide range of topics and issues. If you missed it or need a refresher you can now watch the video and read the key points...

What governance structure should your organisation aim for when working with an investment advisor? And what are the key considerations that lead to an optimal relationship? Brown Advisory share their insights.