UK Financial Literacy Foundation

Registered charity 1201304 · accounts filings on the Charity Commission register · also known as CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT FUTURE FOUNDATION

The advancement of education for the public benefit by advancing knowledge and improving skills in financial capacities and capabilities, in particular but not exclusively through the provision of grants and promotion of research and dissemination of such research.

Objects

THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT BY ADVANCING KNOWLEDGE AND IMPROVING SKILLS IN FINANCIAL CAPACITIES AND CAPABILITIES, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF GRANTS AND PROMOTION OF RESEARCH AND DISSEMINATION OF SUCH RESEARCH.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

We have not yet analysed this charity’s accounts. Register data shown below.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Nicholas Roger Swales Ch FCSIchair
• ALAN STUART RAMSAY FCSI
• Debbie Elizabeth Clarke Ch MCSI · trustee of 1 other charity
• LORRAINE CHARLINI DE ALMEIDA
• Victoria Jane Nye · trustee of 1 other charity

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

Operates in: Ireland · Northern Ireland · Scotland · Throughout England And Wales

Income and spending