THE CECIL AND ALAN PILKINGTON TRUST FUND

Registered charity 237623 · accounts filings on the Charity Commission register · also known as THE PILKINGTON FAMILY TRUSTS

Provision of a welfare programme of services and benefits to employees, ex employees and dependents of employees and ex employees of Pilkington Group Limited with an over riding limitation to those in necessitous circumstances.

Objects

FINANCIAL ASSISTANCE FOR THE BENEFIT OF THE EMPLOYEES, EX-EMPLOYEES AND DEPENDENTS OF EMPLOYEES AND EX-EMPLOYEES OF PILKINGTON BROS. LTD., AND THEIR SUBSIDIARIES, WITH AN OVERRIDING LIMITATION TO THOSE IN NECESSITOUS CIRCUMSTANCES. FOR FURTHER DETAILS SEE CLAUSE 2 OF SCHEME OF 7 JULY 1977.

Area of benefit: NOT DEFINED

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 · The Prevention Or Relief Of Poverty · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the Trust incurred a net loss of £2,398k for the year, driven by investment losses and expenditure exceeding income. The trustees remain confident that sufficient resources exist to meet spending requirements for the next 12 months, relying on expected income and cash balances, while planning to disinvest from funds to smooth cash flow.

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

What the accounts disclose

Accounts audited by Livesey Spottiswood Limited. Discloses 3 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Corporate structure

• Registered company of the charity Companies House 02494915

Leadership, per the charity’s website

• David Bricknell — Chair of Trustees (source)
• Vivien Simon — Chief Executive Officer (source)
• Jayne Boote — Head of Welfare and Communities (source)
• Samantha Desmond — Ruskin Lodge Manager (source)
• Andrea Holden — Head of Human Resources (source)
• George Colville — Head of Accountancy and Governance (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.

• SIMON, Vivien — director, appointed 30/11/2023not on trustee list
• BRICKNELL, David John — director, appointed 24/06/2008not on trustee list
• MCKENNA, John — director, appointed 17/09/2002not on trustee list
• COLVILLE, George Beal — secretary, appointed 03/03/2025

Official officers record.

CQC provider record: Pilkington Retirement Services Limited — Registered, 1 registered location, 1 regulated activity, last inspected 23/01/2018.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 31/03/2026)

Reported reserves equal ~28.2 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (84% 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: 3.9% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• Pilkington Employees Trustee (No.1) Limited
• Pilkington Employees Trustee (No.2) Limited

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

Operates in: Australia · Canada · Scotland · South Africa

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HUGH PILKINGTON CHARITABLE TRUST.

• THE HUGH PILKINGTON CHARITABLE TRUST income £301k
• CECIL PILKINGTON CHARITABLE TRUST income £539k
• SIR HARRY PILKINGTON FUND income £183k
• PRUDENTIAL STAFF CHARITABLE TRUST income £1.2m
• WESTON PROVIDENT FUND income £1.1m
• THE PILLING TRUST FUND income £351k

Side by side with its peers

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