THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT

Registered charity 1132642 · accounts filings on the Charity Commission register · also registered in Scotland as SC040665 (OSCR)

To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.

Causes: Education/training · website · Get email alerts

Latest income

£20.4m

Latest spending

£20.3m

Registered

2009

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity maintained a healthy financial position with free reserves of £18,703,862, representing 11.17 months of operating costs. This level is below the stated policy target of 12 months' operating costs due to an increase in expected running costs for the 2025/26 year. The charity recorded a retained surplus of £129,260 for the year, supported by total income of £20.45 million.

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

What the accounts disclose

Highest-paid employee band: £365,578 — above the 90th percentile for charities its size (median £130k)

“The emoluments including payment in lieu of pension, of the highest paid employee, the Chief Executive, were £365,578.”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy (held: £18.7m)

“At the year end, the total free reserves, defined as total net assets less tangible and intangible fixed assets, of the Institute amounted to £18,703,862 (2023/24: £18,651,763), which represented 11.17 months’ worth of the expected running costs for 2025/26. This is lower than the target of 12 months due to an increase in expected running costs for 2025/26.” — page 10

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Charity charged CISI Services Limited for salary costs recharged monthly based on an estimate of activity, amounting to £2,652 in the year.

“In 2024/25 the Charity charged CISI Services Limited for salary costs as the costs of staff are borne by Chartered Institute for Securities & Investment and are recharged to the company monthly based on an estimate of activity. This amounts to £2,652 in the year (2023/24: £2,652). CISI Services made a donation under gift aid during the year of £118,495 (2023/24: £100,932). At the year end the Charity owed CISI Services Limited £170,011 (2023/24: £291,965). During the year, the Charity paid expenses on behalf of its overseas offices totalling £1,238,680 (2023/24: £1,370,573). At the year end the Charity was owed £nil (2023/24: £1,407,181) by Chartered Institute for Securities and Investment (Singapore) Pte. Ltd.” — page 32

Per its FY2025 accounts as filed with the Charity Commission.

Trading subsidiary: Chartered Institute for Securities & Investment (Services) Ltd

“The Institute’s wholly owned UK trading subsidiary, which undertakes non-charitable activities, recorded a loss after tax and distributions of £122,676 (2023/24: loss of £5,381).” — page 9

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crowe U.K. LLP. Discloses 4 of 6 completeness components.

Year-over-year changes

Top pay band moved from £339,276 (FY2024) to £365,578 (FY2025).

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

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

Prudential — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
M&G Investments — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Aegon — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
BMO Global Asset Management — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
HanETF — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Blackfinch — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Selectapension — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Orbis — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
First Trust Global Portfolios — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Financial Express — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Jupiter Asset Management — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Hearthstone Investments — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Puma Investments — “Our financial planning corporate supporters provide a valuable contribution that helps us to provide many of the events, training and profes…” (source page)
Ahli United Bank — “Organisations across the financial services professional sector have the opportunity to become corporate supporters. On one level, this is a…” (source page)
Allfunds Bank — “Organisations across the financial services professional sector have the opportunity to become corporate supporters. On one level, this is a…” (source page)

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income

£20.4m

Total spending

£20.3m

Reserves (reported)

£19.1m

Employees

195

Reported reserves equal ~11.3 months of spending — in the top quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Charitable activities (92% 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 (3.8%) (benchmarks).

Trustees · trustee networks

Michael Cole-Fontaynchair
Catherine Sidony McGuinnes
Clair Victoria Mills
Claire Michelle Perryman
Graham Nicoll
Ian Christopher Clark
Jane Elizabeth Orde Valls CSK
Kottage Don Nandika Buddhipala
Neil Atkinson
Nicholas Anthony Garnish
Robert Charles Hughes-Penney · trustee of 1 other charity
Rosemary Pema Glazebrook
Susan Daniel Goriel
Sushil Kumar Saluja · trustee of 1 other charity

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

Operates in: Australia · China · India · Ireland · New Zealand · Northern Ireland · Scotland · Singapore · Sri Lanka · Throughout England And Wales · United Arab Emirates

Income and spending

Financial year end	Income	Spending
31/03/2025	£20.4m	£20.3m
31/03/2024	£19.2m	£18.3m
31/03/2023	£19.0m	£16.5m
31/03/2022	£17.0m	£17.3m
31/03/2021	£13.4m	£14.0m

Common questions

Is THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT financially healthy?

Per its FY2025 accounts: The accounts state that the charity maintained a healthy financial position with free reserves of £18,703,862, representing 11.17 months of operating costs. This level is below the stated policy target of 12 months' operating costs due to an increase in expected running costs for the 2025/26 year. The charity recorded a retained surplus of £129,260 for the year, supported by total income of £20.45 million. Its FY2025 accounts were audited by Crowe U.K. LLP.

What does the highest-paid employee of THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT earn?

Per its FY2025 accounts, the highest-paid employee was in the £365,578 band.

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.

Funder	Similar charities funded	Amount to them
THE HEALTH FOUNDATION	1	£1.7m
CLEAN AIR FUND	1	£248k
TRUST FOR LONDON	1	£236k
JOHN ELLERMAN FOUNDATION	1	£150k
SYNCHRONICITY EARTH	1	£108k
THE BARROW CADBURY TRUST	1	£100k
THE PG & NJ BOULTON TRUST LIMITED	1	£82k
BETHEL PRESBYTERIAN CHURCH (REFORMED) CARDIFF WEST	1	£48k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with GLOBAL RESEARCH ALLIANCE FOR SUSTAINABLE FINANCE AND INVESTMENT.

GLOBAL RESEARCH ALLIANCE FOR SUSTAINABLE FINANCE AND INVESTMENT income £155k
ENERGY INSTITUTE income £11.0m
THE CHRISTIAN INSTITUTE income £3.8m
THE CHARTERED INSTITUTE OF PUBLIC FINANCE AND ACCOUNTANCY income £30.9m
THE CHARTERED SECRETARIES' CHARITABLE TRUST income £238k
FAIRSHARE EDUCATIONAL FOUNDATION income £6.4m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT	£20.4m	£365,578	—	below	—	no doubt
GLOBAL RESEARCH ALLIANCE FOR SUSTAINABLE FINANCE AND INVESTMENT FY2025	£155k	—	—	within	—	no doubt
ENERGY INSTITUTE FY2025	£11.0m	—	—	unclear	—	no doubt
THE CHRISTIAN INSTITUTE FY2025	£3.8m	—	—	below	—	no doubt
THE CHARTERED INSTITUTE OF PUBLIC FINANCE AND ACCOUNTANCY FY2024	£30.9m	—	—	unclear	—	no doubt
THE CHARTERED SECRETARIES' CHARITABLE TRUST FY2025	£238k	—	0	unclear	—	no doubt

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