THE PENSIONS POLICY INSTITUTE

Registered charity 1087856 · accounts filings on the Charity Commission register

The Pensions Policy Institute (PPI) is an educational charity which provides non-political, independent comment and analysis on pensions policy and retirement income provision in the UK. Findings of our research are used extensively by government decision-makers and advisers, pension and savings providers, employers and trades unions, academics, commentators and the wider public.

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Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £44,213 for the year, with total income of £1,029,654 against expenditure of £985,441. Per the trustees' report, unrestricted reserves stood at £333,645, which falls within the targeted range of £278,600 to £364,900. The trustees confirmed that resources are adequate and there are no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by TC Group. Discloses 3 of 6 completeness components.

Year-over-year changes

• Reserves position vs the charity's own policy moved from "below" (FY2024) to "within" (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Corporate structure

• Registered company of the charity Companies House 04145584

Leadership, per the charity’s website

• Chris Curry — Director (source)
• Dr Suzy Morrissey FCA — Deputy Director (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• SACHS-COBBE, Benjamin — director, appointed 25/06/2025on trustee list
• THAKRAR, Roshni — director, appointed 02/04/2024on trustee list
• GUTHRIE, Jonathan James — director, appointed 02/04/2024on trustee list
• DUFFIELD, Melanie — director, appointed 02/04/2024on trustee list
• CHAWLA-JOPLING, Sangita — director, appointed 30/06/2022on trustee list
• FLEMING, Kathryn Ann — director, appointed 30/06/2022on trustee list
• JENKINS, Jamie Jonathan Jestyn — director, appointed 30/06/2022on trustee list
• WILSON, Natasha — director, appointed 10/03/2021on trustee list
• CHILMAN, John David — director, appointed 03/03/2021on trustee list
• WILLIAMS, Lynda Catherine — director, appointed 01/07/2020on trustee list
• BANKS, Katherine Emma — director, appointed 28/04/2020on trustee list
• PHILP, Darren Allen — director, appointed 12/06/2019on trustee list
• COLLARD, Sharon Bernadette, Prof — director, appointed 13/03/2017on trustee list
• CURRY, Chris — director, appointed 06/06/2013on trustee list
• LOGSDAIL, Madeline — director, appointed 05/06/2013on trustee list
• LIGHTBOURNE, Maritha Jennifer — secretary, appointed 15/06/2016

Official officers record.

Structured financials (annual return, FY ending 31/01/2026)

Reported reserves equal ~3.2 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• MADELINE Logsdailchair
• Benjamin Sachs-Cobbe
• Chris Curry
• Darren Philp
• Jamie Jenkins
• John David Chilman
• Jonathan Guthrie
• Katherine Emma Banks
• Kathryn Fleming
• Lynda Catherine Williams
• Melanie Duffield
• Natasha Wilson
• Professor Sharon Collard
• Roshni Thakrar
• Sangita Chawla-Jopling

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with INSTITUTE FOR PUBLIC POLICY RESEARCH.

• INSTITUTE FOR PUBLIC POLICY RESEARCH income £4.7m
• HIGHER EDUCATION POLICY INSTITUTE income £842k
• THE INSTITUTE FOR JEWISH POLICY RESEARCH income £1.1m
• THE CHARTERED INSTITUTE OF PUBLIC FINANCE AND ACCOUNTANCY income £30.9m
• INSTITUTE FOR EMPLOYMENT STUDIES income £4.1m
• THE CHURCH OF ENGLAND PENSIONS BOARD income £42.0m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.