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I work for a charity that wants to invest some of its cash into index funds, but I can't find anyone to help make that happen. Where do I start?

15 November 2021

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Question by tony

I work for a charity that wants to invest some of its cash into index funds, but I can't find anyone to help make that happen. Where do I start?


Answered by Joshua Gerstler

Hi Tony,

Charities are allowed to invest, however there are very strict rules and guides as to how this should be done.

I would recommend you start with this guide from the Charities Commission - https://www.gov.uk/government/publications/charities-and-investment-matters-a-guide-for-trustees-cc14/charities-and-investment-matters-a-guide-for-trustees

I hope that helps!

Josh

Answered by

Joshua Gerstler

Chartered Financial Planner

I have been working in Financial Services for over 16 years. I started out at Deloitte where I trained and qualified as a Chartered Accountant before moving to Financial Advice/Planning at The Orchard Practice in 2011.