Finance Score: -3
Governance Score: 9
Support Score: 10
  • Excess liquidity: -1
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 16 ?

NATIONAL LEARNING AND WORK INSTITUTE

We are an independent research and development organisation dedicated to promoting lifelong learning, full employment and inclusion
Analysis by Giving is Great

Positives:

  • Fundraising costs are unusually low relative to funds raised
  • 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 issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£3,335£4,324£-989£38£7,200£6,01116.7450
31/03/22£2,778£4,122£-1,344£0£-3,180£-5,354-15.64616
31/03/21£5,492£4,470£1,022£0£-7,902£-10,231-27.55016
31/03/20£4,668£5,342£-674£0£-4,685£6,06613.6530
31/03/19£5,836£6,152£-316£0£-5,492£-5,492-10.75116
31/03/18£5,423£5,868£-445£0£-7,183£3,1036.3540
31/03/17£5,727£6,242£-515£0£-8,722£-8,722-16.8570
31/03/16£5,458£6,201£-743£0£-5,819£-5,819-11.3620
31/03/15£6,195£6,964£-769£193£-6,701£-6,701-11.5630
31/03/14£9,828£10,174£-346£220£-1,988£5,4916.5870
31/03/13£11,976£11,866£110£189£156£1560.2840
31/03/12£10,747£10,654£93£186£1,260£1,2601.4910
31/03/11£16,046£15,704£342£251£1,988£1,9881.51580
31/03/10£39,220£39,222£-2£278£-477£-477-0.12130
31/03/09£25,049£27,052£-2,003£257£926£9260.42500
31/03/08£36,778£34,674£2,104£241£7,211£7,2112.52600
31/03/07£20,291£19,143£1,148£207£4,192£4,1922.62110
31/03/06£21,913£21,231£682n/an/an/an/an/an/a
31/03/05*£23,486£22,693£793n/an/an/an/an/an/a
31/03/04£17,261£16,751£510n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 1.2%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 12%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 16.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2
Asset Split ?
Balance Sheet History
Established: 34 years

www.learningandwork.org.uk

enquiries@learningandwork.org.uk

0116204200

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other education support
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Department for Education£996,649
National Lottery Community Fund£449,450
Trust for London£105,730
Lloyds Bank Foundation£49,419
Guy's and St Thomas' Charity£45,052
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Driving Change in Higher Education for young adult carers
£449,450 29/06/2023
Funding will be used to improve young adult carers’ access to university and ensure that when at university they receive tailored and joined-up support. This project will ensure university is a viable pathway for young adult carers who want to ....more
Barrow Cadbury Trust - Dissemination costs for research on ESOL provision in West Mids
£7,500 12/01/2021
6
To fund the dissemination of research on English language provision.
Lloyds Bank Foundation - Welfare grant to Learning & Work Institute
£49,419 07/12/2020
12
1 Year Grant D630to Learning & Work Institute under the Welfare policy and influencing funding programme
Trust for London - Learning and Work Institute
£100,000 14/10/2020
24
The funding is for developing the Better Work Network, a policy and practice initiative dedicated to supporting progression from low pay and increasing job quality for Londoners. BWN will bring together low paid Londoners and stakeholders such as ....more
Guy's and St Thomas' Charity - Citizen Curriculum
£45,052 22/05/2020
Citizen Curriculum - development phase
Department for Education - Learning And Work Institute
£996,649 01/04/2020
DfE grant funds a range of activities that are focused broadly on supporting the skills sector and activities that address the needs of disadvantaged and disengaged learners. The LWI grant funded projects support several key DfE policy priorities ....more
Trust for London - Learning and Work Institute
£5,730 05/03/2020
6
The funding is for the development, launch and analysis of representative opinion polling of Londoners. The polling will gauge Londoners’ current experiences and responses to the present economic crisis in real-time by cohort, including age, ....more
National Lottery Community Fund - Driving Change ? improving support for young adult carers in colleges
£344,213 29/03/2019
35
This project will see the Learning and Work Institute work with 60 colleges across the UK to help them achieve the Carers Federation's Quality Standard in Carers Support accreditation. This is based on identifying young adult carers in education and ....more
Trust for London - Learning and Work Institute
£80,000 01/03/2018
24
The funding it to establish a ‘Better Work network’ drawing together those involved in initiatives to tackle low pay and the quality of work in London. Resources, including learning from the network, briefing papers and toolkits, will be hosted ....more
National Lottery Community Fund - Pop-Up Learning Festivals
£5,000 29/05/2017
12
National Learning and Work Institute in Cardiff will use the grant to co-ordinate a series of pop-up learning festivals across Wales to support Adult Learners' Week. This grant for £5,000 will fund promotion, four pop-up festivals, travel and ....more
Ministry of Justice - Supporting the educational progression of excluded groups in prison custody
£150,000 01/04/2017
Provision of three projects:a) Vocational Maths-Mentors in Prisonsb) Family Learning for Prisonsc) Get Set for Success
Esmee Fairbairn - Grant to National Learning and Work Institute
£22,805 03/12/2013
Towards project costs of a life skills/citizens' curriculum, developing and strengthening a holistic approach to learning life skills.
National Lottery Community Fund - Sharing stories - Sharing understanding
£125,492 23/01/2013
24
This two year project will engage with adults from different cultural groups to improve their understanding of each others and Welsh cultures and improve their English language skills. The project will work in partnership with Beyond the Border ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 37-71
  • AYOKUNLE TEMITOPE SALAM Appointed: 2023, Occupation: Head Of Regulatory Compliance
  • CHRISTOPHER NIGEL BANKS Appointed: 2022, Occupation: Business Person
  • HARRIET AYLES Appointed: 2024, Occupation: Head Of Delivery
  • JEREMY MOORE (Chair) Appointed: 2018, Occupation: Retired
  • LAUREN HARRIS Appointed: 2021, Occupation: Director
  • MAGGIE GALLIERS
  • MS HAF MERRIFIELD Appointed: 2012, Occupation: University Manager
  • NICHOLA IVORY-CHAPMAN Appointed: 2024, Occupation: Hr Professional
  • TIMOTHY ENNIS RENDER Appointed: 2018, Occupation: Consultant
  • BELINDA VERNON Appointed: 2024, Occupation: Chair Person
Legal constitution
  • Charitable company registered in England & Wales on 02/05/1991, number: 1002775
  • Registered at Companies House on 19/04/1991, number: 02603322
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR05: 2 days late,
Main office

Learning and Work Institute
St. Martins House, Office 1.23
7 Peacock Lane
LEICESTER
LE1 5PZ

Objectives

THE ADVANCEMENT OF ALL FORMS OF ADULT EDUCATION, AND THE RELIEF AND PREVENTION OF UNEMPLOYMENT AND POVERTY

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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