Policy updates

Policy update - July 2019

10/07/2019

Kate Rogers

Kate Rogers

Head of Policy

Cazenove Charities

Charity Commission opens charity whistleblowers advice line

Callers to this advice line will receive confidential advice to help them decide what to do about raising a serious concern about their charity, including whether and how to raise their concerns with the Commission. 

More can be found here

Government establishes Impact Investing Institute

The Impact Investing Institute will look for more effective ways to combine financial returns with a social purpose to help improve people’s lives.

The body will encourage ordinary savers to choose ISAs, pensions and savings products that benefit the issues they care about. These could include investments in organisations that provide housing to homeless people, renewable energy companies or businesses committed to delivering sustainable employment. Read more here.  

New code of fundraising practice 

The Fundraising Regulator has published its new code of fundraising practice which sets out the responsibilities that apply to fundraising carried out by charitable institutions and third-party fundraisers in the UK, as detailed here

Author

Kate Rogers

Kate Rogers

Head of Policy

Cazenove Charities

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Limited 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com