Finance Score: -5

Governance Score: -6

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
1 Trustee: -5

No supporters identified

Overall GiG Score: -11

THE EDUCATION AND TRAINING TRUST OF THE CHARTERED INSURANCE INSTITUTE

Developing effective learning solutions for persons employed or seeking employment in insurance and allied occupations. Activities comprise the provision of learning materials, associated tutor support and face-to-face revision courses, primarily to those persons studying for the examinations of The Chartered Insurance Institute

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There is only 1 trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	*	£9	£1,459	£-1,450	n/a	n/a	n/a	n/a	n/a
31/12/21		£1	£327	£-326	n/a	n/a	n/a	n/a	n/a
31/12/20		£0	£75	£-75	n/a	n/a	n/a	n/a	n/a
31/12/19		£0	£5	£-5	n/a	n/a	n/a	n/a	n/a
31/12/18		£5,685	£5,825	£-140	£0	£3,837	£3,837	7.9	0
31/12/17		£6,166	£7,183	£-1,017	£0	£3,977	£3,977	6.6	0
31/12/16		£6,106	£7,573	£-1,467	£0	£4,994	£4,994	7.9	0
31/12/15		£6,845	£8,163	£-1,318	£0	£6,461	£6,461	9.5	0
31/12/14		£7,073	£8,038	£-965	£22	£7,779	£7,779	11.6	0
31/12/13		£9,656	£10,184	£-528	£21	£8,744	£8,744	10.3	0
31/12/12		£9,324	£10,527	£-1,203	£21	£9,272	£9,272	10.6	0
31/12/11		£10,389	£10,442	£-53	£32	£10,475	£10,475	12	0
31/12/10		£9,272	£9,507	£-235	£19	£10,528	£10,528	13.3	0
31/12/09		£8,798	£9,087	£-289	£18	£10,763	£10,763	14.2	0
31/12/08		£8,465	£7,019	£1,446	£18	£11,052	£11,052	18.9	0
31/12/07		£8,058	£6,811	£1,247	£15	£9,606	£9,606	16.9	0
31/12/06		£9,171	£7,522	£1,649	£0	£0	£0	n/a	0
31/12/05	*	£8,916	£6,905	£2,011	£0	£0	£0	n/a	0
31/12/04	*	£7,322	£4,699	£2,623	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 31 years

simeon.foreman@cii.co.uk

020 8989 8464

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

TERENCE JOHN RENOUF Appointed: 2020, Occupation: Mediator

Legal constitution

Charitable company registered in England & Wales on 14/05/1993, number: 1021017
Registered at Companies House on 26/04/1993, number: 02812416

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff
Risk management

Filing Record

19 returns made; AR22: 95 days late, AR05: 44 days late, AR04: 2 days late,

Main office

Chartered Insurance Institute
3rd Floor, 20 Fenchurch Street
LONDON
EC3M 3BY

Objectives

3.1 The objects of the Charity are, for the public benefit, to advance the education and training in the United Kingdom and elsewhere of:3.1.1 persons employed or engaged or desiring to be employed or engaged in insurance and allied occupations; and3.1.2 the general public in relation to insurance and allied occupations and their role in society and the economy,and to provide or subscribe or contribute funding or other resources towards the provision, operation or maintenance of facilities in relation thereto.

Defined Area of Benefit:

NOT DEFINED

Data Sources