On the 1st August 2023 the Charity Commission for England and Wales published its updated investment guidance for trustees.

The guidance has been updated to provide “greater clarity and to give trustees confidence to make investment decisions that are right for their charity”.

We want trustees to feel empowered by this new investment guidance. To do this, we hosted an online discussion with Elizabeth Jones from Farrer & Co to provide an overview of the new guidance and implications to help you assess whether your charity operates in line with the new guidance. We also discussed:

  • New responsibilities for trustees
  • Practical implications for trustees 
  • Considerations for trustees
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