THE NATWEST GROUP PENSIONERS BENEVOLENT FUND
This Charity provides financial help for Pensioners of the NatWest Group and their dependants
Objects
FOR THE RELIEF OF AND PROVIDING FINANCIAL ASSISTANCE OF ANY KIND FOR BENEFICIARIES BEING PERSONS IN NECESSITOUS CIRCUMSTANCES AND IN MAKING GRANTS TO OTHER CHARITABLE BODIES AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) ANY OTHER CHARITABLE BODY THAT EXISTS TO SUPPORT BENEFICIARIES.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted assets of approximately £1.98 million, comprising cash and stock market investments. The trustees report confidence in the fund's future sustainability, noting that investment growth and recent bequests underpin their ability to meet financial demands. They also note that expenditure exceeded income for the year, but this was covered by existing reserves and new legacies.
What the accounts disclose
“Investment dividends in the same period amounted to £46,113 (2.6%)}. They are our main source of income and we expect that to be the case in the future.” — page 3
Policies the charity declares
- Complaints handling
- Complaints 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee expenses policy and procedures
Trustees
- Linda Websterchair
- Aileen Clark
- Cheryl Ann Payne
- Laura Claire Wales
- Megan Virrels
- Sandra Blaga
- Tyler Stephanie Ives
- Walter Brown
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £245k | £82k |
| 31/12/2024 | £46k | £46k |
| 28/02/2024 | £42k | £59k |
| 28/02/2023 | £45k | £63k |
| 28/02/2022 | £68k | £47k |
Common questions
Is THE NATWEST GROUP PENSIONERS BENEVOLENT FUND financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted assets of approximately £1.98 million, comprising cash and stock market investments. The trustees report confidence in the fund's future sustainability, noting that investment growth and recent bequests underpin their ability to meet financial demands. They also note that expenditure exceeded income for the year, but this was covered by existing reserves and new legacies. Its FY2025 accounts were independently examined.