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Revised guidance on responsible investments for charities

28th January 2021

In November 2020 after the publishing of a blog on responsible investment it was identified that there were some technical and practical issues that trustees considered barrier to investing.  In particular charities felt as though the commissions guidance on ‘Charities and investment matters’ was failing to give them confidence and assurance that responsible investment was something they could consider. 

In response the this the Commission has revised this area and plan the release a draft guide for consultation in spring 2021 supported by a refreshed interpretation of the law in this area. The final updated guidance is though to be published in summer 2021. 

  • Charity registration
  • Restructuring
  • Governance and constitutional issues
  • Trustees' duties and responsibilities
  • Mergers and joint working
  • Commercial contracts
  • Company law and company secretarial
  • Regulations and compliance
  • Strategy and sustainability
  • Funding