Finance Score: 3

Governance Score: 9

Support Score: 4

Good reserves management: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 16

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.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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
31/03/23		£3,382	£3,351	£31	£0	£1,466	£1,466	5.2	49
31/03/22		£3,193	£3,147	£46	£0	£1,435	£1,435	5.5	48
31/03/21	*	£3,052	£3,050	£3	£0	£1,389	£1,389	5.5	42
31/03/20		£3,825	£3,822	£3	£0	£1,386	£1,386	4.4	42
31/03/19		£2,648	£2,911	£-264	£0	£1,384	£1,384	5.7	41
31/03/18		£2,625	£2,925	£-300	£0	£1,647	£1,647	6.8	41
31/03/17		£3,067	£3,098	£-31	£0	£1,947	£1,947	7.5	41
31/03/16		£2,917	£2,868	£49	£0	£1,977	£1,977	8.3	40
31/03/15		£3,117	£3,073	£44	£66	£1,929	£1,929	7.5	37
31/03/14		£3,375	£3,652	£-277	£80	£1,885	£1,885	6.2	37
31/03/13		£3,861	£3,839	£21	£79	£2,162	£2,162	6.8	36
31/03/12		£3,780	£3,839	£-59	£70	£2,141	£2,141	6.7	38
31/03/11		£4,613	£4,689	£-76	£80	£2,198	£2,198	5.6	54
31/03/10		£5,950	£5,831	£119	£88	£2,274	£2,274	4.7	73
31/03/09		£5,605	£5,390	£215	£86	£2,155	£2,155	4.8	73
31/03/08		£6,284	£6,084	£200	£91	£1,940	£1,940	3.8	67
31/03/07		£5,412	£5,281	£131	£83	£1,740	£1,740	4	60
31/03/06		£4,579	£4,403	£176	£0	£0	£0	n/a	0
31/03/05	*	£5,180	£5,108	£72	£0	£0	£0	n/a	0
31/03/04		£6,225	£6,186	£39	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 49%
Liabilities/Income: 41%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.3

Asset Split ?

Established: 55 years

www.employment-studies.co.uk

accounts@employment-studies.co.uk

01273763423

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Business and employers associations

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

49 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - Production and validation of prototype Adaptive-media® based remote soft skills training tool
£27,923	01/11/2020	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=52480
Department for Work and Pensions - Work Health Joint Unit External Challenge Fund (2019)
£64,362	01/04/2019	The aim of this initiative will be to deliver an early, tailored, preventative and robust tool which can be used by occupational health professionals, HR managers and line managers to help workers at ....more The aim of this initiative will be to deliver an early, tailored, preventative and robust tool which can be used by occupational health professionals, HR managers and line managers to help workers at risk of long-term absence or job loss to adjust working environments and job design before their mental health starts to have serious effects on their productivity and work status. This will improve access to evidence-based and accessible job retention interventions and provide a dedicated work instability scale for those with depression and anxiety.
Department for Work and Pensions - Work Health Joint Unit External Challenge Fund (2018)
£23,766	01/10/2018	The aim of this initiative will be to deliver an early, tailored, preventative and robust tool which can be used by occupational health professionals, HR managers and line managers to help workers at ....more The aim of this initiative will be to deliver an early, tailored, preventative and robust tool which can be used by occupational health professionals, HR managers and line managers to help workers at risk of long-term absence or job loss to adjust working environments and job design before their mental health starts to have serious effects on their productivity and work status. This will improve access to evidence-based and accessible job retention interventions and provide a dedicated work instability scale for those with depression and anxiety.
Department for Business, Energy and Industrial Strategy - ALB - UKRI - Productivity in professional services, by inspiring employees to step forward
£17,513	01/04/2018	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projectsref=104760

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-84

EMMA STEWART Appointed: 2020, Occupation: Ceo

GRAHAM STEEL Appointed: 2023, Occupation: Retired

JOHN RUSSELL GREATREX Appointed: 2016, Occupation: Hr Director

KATHLEEN POOLE Appointed: 2017, Occupation: Hr Director

RANDEEP KAUR KULAR Appointed: 2014, Occupation: Nhs Manager

DAME CAROL BLACK Appointed: 2018, Occupation: Principal, Newnham College, Cambridge, Other trusteeship: CENTRE FOR AGEING BETTER LIMITED,

LINDA GREGORY Appointed: 2023, Occupation: Industrial Relations Manager, Other trusteeships: INVOLVEMENT AND PARTICIPATION ASSOCIATION, LONDON SCHOOL OF OSTEOPATHY,

SARAH COOK Appointed: 2017, Occupation: Marketing Manager, Other trusteeship: DURRELL WILDLIFE CONSERVATION TRUST - UK,

STEPHEN DENIS ELLIOTT Appointed: 2023, Occupation: Company Director, Other trusteeship: COGENT SKILLS LIMITED,

Legal constitution

Charitable company registered in England & Wales on 02/04/1969, number: 258390
Registered at Companies House on 03/05/1968, number: 00931547

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR21: 38 days late, AR05: 15 days late,

Main office

City Gate
185 Dyke Road
Brighton
BN3 1TL

Objectives

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.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources