Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Dealing With Bad Weather Disruptions
With winter around the corner, adverse weather conditions are likely to cause disruption to employees’ travel ...
Top 10 moments for charity law and regulation in 2024
In the spirit of the season and with the New Year in sight, here are our ten key moments in charity law an...
Update: Key Amendments To The Employment Rights Bill 2024 published
An Amendment Paper to the Employment Rights Bill 2024 was published on 27 November 2024 (“Paper”) an...
Charity marketing – Part 3: Why good copywriting and storytelling matter
By Claire SmithThis year marked 10 years of freelance copywriting in the charity sector for me. How many words...
Outlook 2025
Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also availa...
Do you need an AI Policy?
Since generative AI programmes rose to prominence in 2022, it has been adapted, used and misused by people and...
Changes to Bereavement Leave: What Employers Need to Know
Grief is a deeply personal experience, and its impact on an individual’s wellbeing and productivity should n...
New Employers Duty to Prevent Sexual Harassment Within The Workplace
Sexual harassment within the workplace has been rightly unlawful for some time and therefore, employers should...
5 minute video update from Freddie Lait on Latitude's multi-asset strategy
The multi-asset and absolute return sectors have struggled with redemptions over the last 3 years, but Latit...
Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.
Investing charity assets – getting risk and strategy right
When it comes to charity investment portfolios, putting in place the right strategy and finding the correct ba...
Case study: CEO recruitment
“We went out to tender with three other companies and Action Planning came in significantly cheaper than a cou...
Autumn Budget 2024: Key Changes for Employers
On the 30th of October 2024, the Labour Government announced its Autumn Budget. The budget included notable ch...
Top Legal Tips For Your Office Christmas Party
The work Christmas party is a great chance to get colleagues together for a festive celebration. But it can al...
What trustess need to know if your charity is in financial distress
What do you need to know if your charity faces financial distress? Understanding trustee responsibilities and ...
Admincontrol Joins the UK G-Cloud 14 Framework !
We’re excited to announce that Admincontrol is now officially part of the UK Government’s G-Cloud 14 Framework...
Charities Law Brief November 2024
Autumn Budget 2024 - significant increase in charities' staffing costs The new Government's first budg...
Budget 2024: Chancellor gives with one hand, takes with other
Budget 2024: Chancellor gives with one hand, takes with otherThe Chancellor gives with one hand and takes with...
US elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that r...
What risk does AI pose to your charity?
AI is becoming more prevalent in the tools and software organisations use. The use of AI Chatbots has become s...
How to Build Long-Term Financial Sustainability
When we talk about sustainability, most people think of environmental responsibility. However, for charities s...
Ready to Master Fund Accounting?
Take the first step today and ensure your organisation is tracking its funds correctly and staying compli...
ARC Charity Indices Report - September 2024
Purpose and OverviewThe ARC Charity Indices track the performance of discretionary charity portfolios to provi...
Celebrating National Trustees Week 2024
This week is National Trustee Week in the UK. According to the Charity Commission there are 923,876 trustees i...
UK Budget: Key details
The Labour government has unveiled its first Budget since taking office in July. It brings to an end several m...
Charity marketing – Part 2: Three surprising differences between charity and commercial marketing
By Ned Wells When Melissa Fretwell asked me to write an article for White Camino comparing marketing for ...
How charities can support job sharing
With the sector facing a skills shortage, job sharing is one way to access a greater range of skills and exper...
Private Markets Annual Report 2024
Family offices and wealthy individuals are showing increasing interest in private markets, an asset class that...
Charity marketing - Part 1: Tactics and relationships
Among all the services we offer to the charity sector, the one that receives the most demand is help with fund...
The Impact of FRS 102 Amendments on Charities SORP Compliance
The FRC has issued substantial amendments to FRS 102, that aim to ‘enhance the quality of UK financial reporti...
INGO structure models for a fast-changing world
By David Bull The emerging “crisis” facing International Non-Governmental Organisations (INGOs) centres a...
How emotional bias could drive exploitable market inefficiencies
The propensity for emotion and bias to influence our decision making is a common experience, even among financ...
Market Perspectives October 2024
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
CCLA-led modern slavery programme announces progress across corporate engagement, public policy and data
Our annual Find it, Fix it, Prevent it report outlines progress made by investors to combat modern slavery in ...
When initiative becomes disruptive: the dangers of "doing it in my own time" for non-profits
By Andrew MiddletonIn the non-profit sector, it’s not uncommon to hear the phrase, “I’ll do it in my own time....
Charity Investment Consulting Partnership launched to drive better outcomes for UK charities
· The CICP will work with the Charity Commission, membership organisations, asset managers...
Admincontrol's Board Portal - Used by Charities across the UK
Admincontrol' s Board Portal is utilised by Charities right across the UK. If you would like to learn more and...
Discover the new Admincontrol Board Portal iOS app!
The brand new Admincontrol iOS app is designed to optimise access to business-critical information and speed u...
Financial Statements 101: What You Need to Know
Financial statements can seem overwhelming at first glance, especially when you’re running a charity or social...
Fundraising for a specific project? Why it pays to carry out a feasibility study
By Andrew RainsfordWhen you need to fundraise for a specific project, it may seem counterintuitive to begin by...
‘Impact’ should be the be the beating heart of charity finance…not just a reporting requirement
When a word or phrase grows in popularity and is used with increased frequency, it becomes easy to assume that...
Responsible Investment Stewardship 2023
Waverton is committed to integrate sustainability throughout the business. Our sustainability strategy consist...
How much can charities spend from their investment portfolios?
How much can charities spend from their investment portfolios? This is a simple question, easy to answer. Firs...
Inspired Magazine: The next generation of conservation
** This article is an excerpt from our Inspired Magazine publication**Two next-gen philanthropists share their...
How to protect your organisation from fraud in 2024
Charities are not immune to fraud and can even be more vulnerable to it. Learn how to protect your charity fro...
5 ways to improve your organisational planning
Good organisational planning covers a number of facets, from strategic planning to management, communications ...
Tax for charity fundraisers made simple
Fundraising is the lifeblood of many charities. We encourage you to share this simple guide with your teams an...
What action can employers take in response to incidents of public disorder?
While the UK has previously seen incidents of public disorder, these have tended to be restricted in terms of ...
Updated guidance for charities on holding meetings in the Zoom era
On 19th July 2024, the Charity Commission refreshed its meetings guidance for charities in what it’s called ‘t...
Japan: The butterfly effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacifi...
Understanding how Unicredit is supporting the transition to net zero
Castlefield analyst, Barney Timson explains how we recently engaged with UniCredit, an Italian listed, pan-Eur...
How to combat online misinformation
We outline the best strategies for tackling inaccurate information The digital age has exposed many people all...
How to protect your savings from falling interest rates
https://www.utbank.co.uk/savings-and-deposits/protect-savings-from-falling-interest-rates/
How OpsPal can help charities governance an operations
Here is a link to a document that explains how we can help any charity improve their governance and how they o...
Spotlight on LGT Charities’ Team
About the team… The LGT Charities team has been working in partnership with charities by supporting trustees a...
UK Charities Could Generate Extra Income Equivalent to Six London Marathons a Year by Earning Just 0.5% More Interest on Cash Reserves
https://www.utbank.co.uk/savings-and-deposits/how-uk-charities-could-boost-income/
How to boost your charity’s marketing: Five top tips
There’s an almost endless list of things for your charity to consider when developing or polishing up a strate...
Engagement with The Gym Group to make their gyms even safer
In this Castlefield stock story, Eleanor Walley outlines our engagement with The Gym Group on the topic of gym...
Sustainability Disclosure Requirements (SDR) – What the FCA’s new regulation means in practice
On 28th November 2023, the FCA published its long-awaited Policy Statement on Sustainability Disclosure Requir...
£31bn of Charity money sat idle?
RACHEL TITCHEN, Charities and Investment Director at consultancy BROADSTONE, calls for a more flexible and ad...
Meeting an MP? The one question you must be ready for
By Claire MathysAny change of Government or Prime Minister brings with it new faces for campaigning organisati...
How charities can avoid 'revenue leakage'
Mistakes and poor organisation are costing charities more than £6bn a year, latest research has found. We look...
Mid-Year Outlook 2024
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also av...
Geo-politics and the investing landscape
Geo-politics’ is a term used to describe countries and their relationships. It’s fair to say we’ve seen an inc...
Investing for the next decade
MEET THE NEW NORMAL, SAME AS THE OLD NORMALThe first few years of the 2020s have been characterised by huge sh...
Can a charity borrow money from a bank?
Can my charity borrow money from a bank? Is borrowing possible for a charity? Does a charity need express powe...
The Unsung Heroes: Accountants Empowering Charities
In the world of social enterprises, charities, and not-for-profit organisations, the role of an accountant of...
Small charities need a louder voice
By Clare McIntosh and Laura Treneer“Underfunded and overlooked”. This is how grassroots charities are describe...
Castlefield sponsors Northern Sustainability Summit
At Castlefield we like to share our mission of 'gathering assets to do good'. Sustainability is in everything ...
The cost of living crisis: grant making foundations
Part one of the series provided a very valuable insight, highlighting the effect of the cost-of-living crisis ...
Investing for Charities - a helpful guide
A book that cuts through the investment industry’s mystique and jargon to show you how you can set an investme...
Leading benchmark on workplace mental health in UK finds “revealing” gap between leaders and laggards
CCLA's third benchmark on corporate mental health shows just over one in four (24) of the UK’s largest listed ...
UK Equities: a Buyers’ Market?
The UK market has been suffering at least a decade of chronic outflows, but we believe it may be about to turn...
Investing for good: Exploring ways to create positive outcomes for society with your investments.
Investors are increasingly wondering if they can make a difference with their investments and contribute to su...
Everything you need to know about the Charity Commission
We explore how history of the Charity Commission, the role of the Commission in today’s society, how the Commi...
What are the changes to Child Benefit and how will they affect high earners?
Child Benefit has gained some attention recently in the press. The chancellor announced some immediate changes...
Legacy fundraising: now or never?
By Claire Smith“We know we need to do legacy fundraising, but we don’t know where to start.” That’s a query I ...
Castlefield joins the Financial Vulnerability Taskforce Charter
We’re pleased to announce that Castlefield has pledged their support to the Financial Vulnerability Taskforce ...
Fixed income: What’s the issue with the new issue premium?
Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by comp...
FJ announces new principal consultant
FJ Philanthropy, a specialist management consulting firm, is delighted to announce that Anne Hayward is j...
Get that grant! How to add some bang to your bids
By various Action Planning AssociatesFunders receive tens, if not hundreds, of applications – how can you make...
Revolutionising Charity Governance - A great CEO insight to Admincontrol' s Board Portal offering for Charities.
Mark Bishop, CEO of Dynamic Earth, implemented the Admincontrol board portal as one of his first decisions whe...
Waverton: A Truly Integrated ESG Approach
James Pike and Stefan Rheinwald: A truly integrated ESG approach. Waverton's approach is truly integrated...
Reporting serious incidents to the Charity Commission – is there a legacy context?
The Charity Commission regards Serious Incident Reporting as an important element of its regulatory approach. ...
Workshop: A step-by-step guide to managing financial budgets
APPLY NOW Managing charity budgets can be a daunting prospect, particularly in times of economic uncertai...
How to make better decisions with charity data
It is no secret that charities are home to more data than ever before. With the advent of digital fundraising&...
Big Give Christmas campaign – now is the time to start planning
By Emma GouldsIf you are like me and thinking about Christmas in Autumn makes you groan, the idea of doing any...