INSTITUTE FOR EMPLOYMENT STUDIES
The Institute's mission is to help bring about sustainable improvements in employment policy and HR management for the benefit of all. The Institute works with government departments, agencies, professional and employee bodies, and employers, and disseminates and shares knowledge widely; its expertise is available to all through research, consultancy, publications and the Internet.
Objects
3.1 THE OBJECTS OF THE CHARITY ARE:3.1.1 TO PROMOTE THE INDUSTRY AND COMMERCE OF THE UNITED KINGDOM AND ELSEWHERE IN PARTICULAR (BUT NOT SO AS TO LIMIT THIS OBJECT) BY UNDERTAKING RESEARCH AND PROVIDING ADVICE AND CONSULTANCY DESIGNED TO CONTRIBUTE TO SUSTAINABLE IMPROVEMENTS IN EMPLOYMENT POLICY AND HUMAN RESOURCE MANAGEMENT AND DISSEMINATING RESEARCH FINDINGS, IN ORDER TO INCREASE THE UNDERSTANDING AND IMPROVE THE PRACTICE OF DECISION MAKERS IN PUBLIC POLICY BODIES AND EMPLOYING ORGANISATIONS;3.1.2 TO DEVELOP AND ADVANCE THE STUDY OF EMPLOYMENT POLICY AND HUMAN RESOURCE MANAGEMENT DRAWING ON A WIDE RANGE OF DISCIPLINES IN THE SOCIAL AND ECONOMIC SCIENCES, AND THROUGH THE USE OF QUALITATIVE AND QUANTITATIVE RESEARCH METHODS; AND3.1.3 (SAVE FOR PURPOSES INCIDENTAL AND ANCILLARY TO THOSE OBJECTS), NO OTHER PURPOSES.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net income over expenditure of £30,374 for the year ended 31 March 2025, marking a surplus for the sixth successive year. Total reserves stood at £1,579,718, comprising unrestricted funds of £1,714,798 and a restricted fund deficit of £135,080. The trustees consider current reserves adequate to meet current operating needs and maintain a forward order book exceeding six months of operating costs.
What the accounts disclose
“It is the policy of the Institute to generate sufficient reserves to maintain three to six months’ operating costs.”
“During the year one trustee, Emma Stewart, was paid £1,000 for subcontract work for professional services (2024: £3,000).” — page 21
“During the year sales invoices of £103,342 (2024: £63,788) were raised to organisations with directors in common with the Charity. Transactions are carried out at arms length and at market rate.” — page 29
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £592,559 — contracts £592,559 (22); 15% of the £4,085,959 total gross income on the same return
- Employees paid over £60,000: 4 (£70,001–£80,000: 1; £80,001–£90,000: 2; £90,001–£100,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £1,626,902 — contracts £1,340,148 (19), grants £286,754 (1); 41% of the £4,004,762 total gross income on the same return
- Employees paid over £60,000: 5 (£60,001–£70,000: 1; £70,001–£80,000: 3; £90,001–£100,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £1,038,077 — contracts £1,038,077 (24); 31% of the £3,382,268 total gross income on the same return
- Employees paid over £60,000: 2 (£70,001–£80,000: 1; £90,001–£100,000: 1)
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2021 (received 10/03/2022, 38 days after the 31/01/2022 due date).
Leadership, per the charity’s website
- Becci Newton — Director, Public Policy Research
- Tony Lloyd — Director, Finance and Resources
- Dan Lucy — Director, HR Research and Consulting
Public-sector contracts awarded
| Buyer | Contract | Awarded | Value |
|---|---|---|---|
| Department for Work & Pensions | WorkWell Expansion Evaluation Commissioning | 20/10/2026 | £2.3m |
| Department for Work & Pensions | WorkWell Expansion Evaluation Commissioning | 20/10/2026 | £2.3m |
| UK SHARED BUSINESS SERVICES LIMITED | ACAS27419 - Conflict Competence Framework | 11/08/2026 | £95k |
| Construction Industry Training Board | the provision of Research brief Careers 2024-26 Via CCS RM6126 | 23/07/2026 | £330k |
| NHS England | Impact Evaluation of Aspiring Chief Executive & Chair programmes | 26/02/2026 | £65k |
| Department for Work & Pensions | Labour Market Evidence Synthesis & Dissemination | 11/11/2025 | £1.1m |
| Commission for Tertiary Education and Research (Medr) | Social Partnership Research | — | — |
| Construction Industry Training Board | the provision of Research brief Careers 2024-26 Via CCS RM6126 | — | — |
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (18/03/2025)
Trustees
- Deborah Frost
- Emma Hughes
- Emma Stewart
- Graham Steel
- Kathleen Poole
- LINDA GREGORY
- Natalie McManus-Barnett
- Nusrat Hathiari
- Professor Dame Carol Black
- Stephen Denis Elliott
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.1m | £4.1m |
| 31/03/2024 | £4.0m | £3.9m |
| 31/03/2023 | £3.4m | £3.4m |
| 31/03/2022 | £3.2m | £3.1m |
| 31/03/2021 | £3.1m | £3.0m |
Common questions
Is INSTITUTE FOR EMPLOYMENT STUDIES financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net income over expenditure of £30,374 for the year ended 31 March 2025, marking a surplus for the sixth successive year. Total reserves stood at £1,579,718, comprising unrestricted funds of £1,714,798 and a restricted fund deficit of £135,080. The trustees consider current reserves adequate to meet current operating needs and maintain a forward order book exceeding six months of operating costs. Its FY2025 accounts were audited by Chariot House Limited.
Who funds INSTITUTE FOR EMPLOYMENT STUDIES?
Funders whose own accounts filings name INSTITUTE FOR EMPLOYMENT STUDIES as a grant recipient include FOUNDATIONS - WHAT WORKS CENTRE FOR CHILDREN AND FAMILIES, THE OVO CHARITABLE FOUNDATION, JOSEPH ROWNTREE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| FOUNDATIONS - WHAT WORKS CENTRE FOR CHILDREN AND FAMILIES | FY2023 | £86k | FDAC |
| FOUNDATIONS - WHAT WORKS CENTRE FOR CHILDREN AND FAMILIES | FY2022 | £48k | Education Project |
| THE OVO CHARITABLE FOUNDATION | FY2021 | £37k | When I Grow Up (M&E) |
| JOSEPH ROWNTREE FOUNDATION | FY2024 | amount not stated | Health Benefits |
| JOSEPH ROWNTREE FOUNDATION | FY2024 | amount not stated | Reviewing the effectiveness of 'work first! employment support |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 01/04/2019 | £64k | Work Health Joint Unit External Challenge Fund (2019) |
| UK government | 01/10/2018 | £24k | Work Health Joint Unit External Challenge Fund (2018) |
| UK government | 01/04/2018 | £18k | ALB - UKRI - Productivity in professional services, by inspiring employees to step forward |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NUFFIELD FOUNDATION | 4 | £7.8m |
| THE GATSBY CHARITABLE FOUNDATION | 1 | £24.8m |
| THE HEALTH FOUNDATION | 1 | £117k |
| THE JOSEPH ROWNTREE CHARITABLE TRUST | 1 | £115k |
| FRIENDS PROVIDENT CHARITABLE FOUNDATION | 1 | £97k |
| THE EY FOUNDATION | 1 | £85k |
| Alex Ferry Foundation | 1 | £50k |
| THE SIR JOHN RITBLAT FAMILY FOUNDATION | 1 | £30k |
Charities like this
- THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH
- INSTITUTE FOR THE FUTURE OF WORK
- THE NATIONAL INSTITUTE OF ECONOMIC AND SOCIAL RESEARCH
- INSTITUTE OF MANAGEMENT SERVICES
- THE INSTITUTE FOR FISCAL STUDIES
- THE INSTITUTE FOR POLICY RESEARCH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| INSTITUTE FOR EMPLOYMENT STUDIES | £4.1m | — | — | unclear | — | no doubt |
| THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH | £200k | — | 0 | unclear | — | no doubt |
| INSTITUTE FOR THE FUTURE OF WORK | £993k | — | 0 | unclear | — | no doubt |
| THE NATIONAL INSTITUTE OF ECONOMIC AND SOCIAL RESEARCH | £3.3m | — | — | below | — | no doubt |
| INSTITUTE OF MANAGEMENT SERVICES | £65k | — | 0 | above | — | no doubt |
| THE INSTITUTE FOR FISCAL STUDIES | £13.1m | £160,001 - £170,000 | 36 | above | — | no doubt |