Finance Score: -1

Governance Score: 3

Support Score: 0

Poor Liquidity: -1
Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE CHURCH OF ENGLAND PENSIONS BOARD

Provides the best possible support and care, within available resources, to those who have retired from stipendiary and lay ministry within the Church of England, and to their dependants, through the provision of retirement and supported housing, and through discretionary grants to ensure beneficiaries have a minimum income standard.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £320,000
On several occasions in recent years income has been 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		£31,664	£34,859	£-3,195	£0	£123,563	£0	n/a	179
31/12/21		£29,066	£30,244	£-1,178	£1	£131,858	£0	n/a	176
31/12/20		£29,078	£29,683	£-605	£49	£127,834	£0	n/a	174
31/12/19		£35,124	£31,105	£4,019	£23	£128,925	£0	n/a	171
31/12/18		£29,939	£29,767	£172	£0	£123,669	£0	n/a	166
31/12/17		£28,839	£27,934	£905	£0	£122,398	£-1,506	-0.6	177
31/12/16		£28,437	£27,823	£614	£0	£118,762	£0	n/a	217
31/12/15		£26,884	£25,266	£1,618	£221	£117,060	£0	n/a	211
31/12/14		£23,925	£21,845	£2,080	£302	£115,992	£115,649	63.5	174
31/12/13		£22,819	£22,546	£273	£302	£112,298	£111,757	59.5	117
31/12/12		£20,400	£19,780	£620	£300	£105,660	£105,365	63.9	125
31/12/11		£22,494	£19,848	£2,646	£241	£102,223	£101,768	61.5	107
31/12/10		£23,259	£21,895	£1,364	£230	£94,780	£94,518	51.8	184
31/12/09		£20,442	£19,605	£837	£211	£91,139	£91,139	55.8	197
31/12/08		£21,266	£19,830	£1,436	£177	£87,366	£87,366	52.9	149
31/12/07		£21,074	£17,589	£3,485	£116	£97,985	£97,985	66.8	153
31/12/06		£20,187	£16,408	£3,779	£0	£0	£0	n/a	0
31/12/05		£19,538	£19,620	£-82	£0	£0	£0	n/a	0
31/12/04	*	£17,795	£16,157	£1,638	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 59%
Liabilities/Income: 574%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.3

Asset Split ?

Established: 29 years

www.cepb.org.uk

housing@churchofengland.org

02078981000

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

179 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

NIKESH PATEL Appointed: 2018

ANTHONY NEIL KING Appointed: 2020

EMMA OSBOURNE Appointed: 2016

MAGGIE RODGER Appointed: 2016

MICHAELA SOUTHWORTH Appointed: 2018

REV CAROLINE TITLEY Appointed: 2018

REV ELEANOR ROBERTSHAW Appointed: 2021

REV JOHN CHARLES HUGH LEE Appointed: 2021

RICHARD HUBBARD Appointed: 2016

ROGER BOULTON Appointed: 2016

HAROLD CLIVE MATHER (Chair) Appointed: 2019, Other trusteeships: THE MATTHEW 25 35 TRUST, EMMAUS ROAD COMMUNITY CHURCH, CHURCH OF ENGLAND CENTRAL SERVICES,

IAN WILSON Appointed: 2020, Other trusteeship: THE ROYAL COLLEGE OF GENERAL PRACTITIONERS,

Legal constitution

Charity registered in England & Wales on 29/11/1994, number: 236627

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 29 days late,

Main office

C OF E
PENSIONS BOARD
29 GREAT SMITH STREET
LONDON
SW1P 3PS

Objectives

THE ADMINISTRATION OF CLERGY PENSIONS IN ACCORDANCE WITH THE PROVISIONS OF THE CLERGY PENSIONS MEASURE 1961. SEE SCHEME FOR FURTHER DETAILS.

Defined Area of Benefit:

NOT DEFINED

Data Sources