THE WORSHIPFUL COMPANY OF ACTUARIES CHARITY

Charity number: 1199721
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity raises money from members of the Worshipful Company of Actuaries. These funds are used for the relief of poverty of members of the actuarial profession; for education or research related to actuarial science or mathematics, to support actuaries in financial need and for other related charitable causes. The charity is based in, and operates in, the UK .

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £139,671
Total expenditure: £171,305

People

8 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 20 July 2022: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Laura Ann Andrikopoulos Trustee 01 September 2025
None on record
Jillian Fiona Henderson Ampleford Trustee 05 June 2025
None on record
Andrew Simon Cherkas Trustee 05 June 2025
None on record
Christopher Bamford Trustee 11 January 2024
None on record
Jane Elizabeth Mary Curtis Trustee 01 August 2023
None on record
Jennifer Anne Stott Trustee 01 August 2023
None on record
Irene Margaret Paterson Trustee 12 January 2023
None on record
Christopher Geoffrey Green Trustee 20 July 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2023 31/07/2024
Total gross income £1.00k £139.67k
Total expenditure £427 £171.31k
Income from government contracts N/A N/A
Income from government grants N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 06 April 2025 On time
Accounts and TAR 31 July 2024 06 April 2025 On time Download Open in new window
Annual return 31 July 2023 24 April 2024 On time
Accounts and TAR 31 July 2023 24 April 2024 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 20 Jul 2022

Charitable objects

(A) THE RELIEF OF POVERTY OF MEMBERS OF THE PROFESSION OF ACTUARIES THOSE DEPENDENT UPON THEM AND MEMBERS OF THE COMPANY AND THEIR DEPENDANTS. (B) THE ADVANCEMENT OF EDUCATION OF PERSONS INTENDING TO PRACTISE THE PROFESSION OF ACTUARIES OR ANY OTHER RECOGNISED PROFESSION IN PARTICULAR THROUGH THE PROVISION OF GRANTS, BURSARIES, EXHIBITIONS, PRIZES AND OTHER FORMS OF FINANCIAL SUPPORT. (C) TO PROMOTE AND SUPPORT CHARITABLE RESEARCH IN THE FIELD OF ACTUARIAL SCIENCE AND MATHEMATICS IN SUCH MANNER AS THE TRUSTEES SEE FIT; (D) TO SUPPORT PERSONS IN FINANCIAL NEED TO UNDERTAKE A COURSE OF STUDY, APPRENTICESHIP, INTERNSHIP, TRAINING POSITION OR OTHER ROLE CALCULATED TO ASSIST THEM TO FIND EMPLOYMENT IN PARTICULAR AS AN ACTUARY OR WITHIN A RECOGNISED PROFESSION OR TO STUDY MATHEMATICS. (E) TO MAKE DONATIONS FOR ANY PURPOSE TO ANY CHARITY IN ENGLAND AND WALES WHETHER REGISTERED OR NOT REQUIRED TO BE REGISTERED UNDER THE CHARITIES ACT 2011 OR TO ANY NOT-FOR-PROFIT INSTITUTION OR BODY NOT WITHIN ENGLAND AND WALES THAT IS ESTABLISHED FOR A PURPOSE THAT IS A CHARITABLE PURPOSE UNDER THE CHARITIES ACT 2011.

Contact information

Address:
Worshipful Company of Actuaries
167-169 Great Portland Street
LONDON
W1W 5PF
Phone:
07767236570
Email:
charity@actuariescompany.co.uk
Website:

No information available