IN FOCUS6-8 min read

Trustee Training: Updated Charity Investment Guidance

In September, we held three sessions to help trustees understand changes to the guidance.


After several years of consultation, a court case and various delays, the Charity Commission for England and Wales published updated investment guidance in August: Investing charity money: a guide for trustees.

We have actively represented our clients over this time, hosting round tables with the Charity Commission, contributing to the consultation and reviewing the draft guidance ahead of publication.

Throughout September, we hosted a mini-series of three sessions considering the legal and practical implications of the new guidance and recommendations for Trustees. In this initial replay (on Tuesday 5 September) from our first session, Tom Montagu-Pollock, Co-Head of Charities, is joined by Kate Rogers, our Head of Sustainability and Luke Fletcher who is a Partner at Bates Wells LLP.

Kate Rogers also shares her reaction and thoughts in this article: Updated Charity Investment Guidance for trustees. You can also view the presentation here.

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.



The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.