THE SHELL PENSIONERS BENEVOLENT ASSOCIATION
Pensioners in need of assistance are identified by Pensioner Programme Officer and a proposal is made to the Trustees as to how the Charity may assist the Pensioner. The Trustees may make a grant or an interest free loan. The latter enables the Charity's funds to be recycled and assist other Pensioners in due course.
Objects
The prevention or relief of poverty among persons resident in the United Kingdom who are members of the Shell Pensioners Association (and the wives, husbands, widows, widowers, children and other dependants of such persons) in receipt of a pension from the Shell Contributory Pension Fund or the Shell Overseas Contributory Pension Fund, in particular but not exclusively by providing advice, grants and loans.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased to £3,811,716, described by the Trustees as 'healthy' and providing a 'solid foundation' for future activities. However, the Trustees note that the changes in Shell's support structure have created a projected yearly deficit based on current income and costs, creating a reliance on Shell for annual contributions and future legacies to cover shortfalls.
What the accounts disclose
“The reserves policy of the Trustees is to maintain sufficient reserves, which, together with donations, will generate the necessary ongoing resources to make grants and loans to SPA members.” — page 5
“Except for the unconditional donations shown in Note 2, there were no other related party transactions except for a donation from the spouse of a Trustee amounting to £120.” — page 16
Policies the charity declares
- 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (18/12/2014)
Trustees
- Roy Dennis Waightchair
- Barbara Frances Maria Blum
- COLIN ROWLAND HILL
- DAVID JOHN LEWIS
- Jacqueline Anne Walters
- Janine Sue Wallace
- KAREN SAYWELL
- ROBERT RODERICK LEWIS
- STUART Alan TESTER
- Stewart Welsford Pain
- Vera Adams
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £672k | £311k |
| 31/12/2024 | £249k | £285k |
| 31/12/2023 | £245k | £281k |
| 31/12/2022 | £250k | £297k |
| 31/12/2021 | £249k | £171k |
Common questions
Is THE SHELL PENSIONERS BENEVOLENT ASSOCIATION financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £3,811,716, described by the Trustees as 'healthy' and providing a 'solid foundation' for future activities. However, the Trustees note that the changes in Shell's support structure have created a projected yearly deficit based on current income and costs, creating a reliance on Shell for annual contributions and future legacies to cover shortfalls. Its FY2025 accounts were audited by Sayer Vincent LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ROYAL ENGINEERS CENTRAL CHARITABLE TRUST | 1 | £1.2m |
| AEONIAN FOUNDATION | 1 | £140k |
| THE WILL CHARITABLE TRUST | 1 | £10k |
| THE HOBSON CHARITY LIMITED | 1 | £8k |
| THE GEOFF & FIONA SQUIRE FOUNDATION | 1 | £5k |
| THE EDGAR E LAWLEY FOUNDATION | 1 | £2k |
Charities like this
- EVERSHEDS SUTHERLAND (INTERNATIONAL) CHARITABLE TRUST
- T.H.RUSSELL CHARITABLE TRUST
- CHARITIES OF JOHN AND FRANCES WEST FOR PENSIONERS
- THE RIFLES BENEVOLENT TRUST
- YATELEY INDUSTRIES FOR THE DISABLED LIMITED
- THE SHANLEY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SHELL PENSIONERS BENEVOLENT ASSOCIATION | £672k | — | 0 | unclear | — | no doubt |
| EVERSHEDS SUTHERLAND (INTERNATIONAL) CHARITABLE TRUST | £519k | — | 0 | above | — | no doubt |
| T.H.RUSSELL CHARITABLE TRUST | £235k | — | 0 | unclear | — | no doubt |
| CHARITIES OF JOHN AND FRANCES WEST FOR PENSIONERS | £326k | — | 0 | unclear | — | no doubt |
| THE RIFLES BENEVOLENT TRUST | £1.0m | — | 0 | unclear | — | no doubt |
| YATELEY INDUSTRIES FOR THE DISABLED LIMITED | £1.5m | £60,001 - £70,000 | 1 | below | — | no doubt |