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Investing parish funds

With interest rates at record lows and inflation rising, the need for careful stewardship of church funds has never been more critical.  Our Independent Financial Advisers can help Parochial Church Councils (PCCs) to manage their church investments and meet their legal duties under the Charity Commission CC14 Investment of Charitable Funds guidance.

Your church investment obligations

The PCC looks after parish funds and members are charity trustees who have to manage Church funds to maximise their potential.  PCCs have to make their own decisions on Church investments and as trustees members must decide whether to take advice in investment matters, unless they have good reasons for not doing this.

Advice on church finances

For parishes with church funds of £25,000 or more our Independent Financial Advisers can advise you on Church investments and how to do the best for your Church finances. We can

• Advise on whether we can get you better returns than deposit accounts

• Help parishes build an ethical investment approach

• Generate income while avoiding excessive or unnecessary risk

• Help to maximise parish income 

Our approach to investing your church funds

As Independent Financial Advisers with an in depth knowledge of the Church we can offer advice on the whole spectrum of potential church investments.  Plus, where appropriate, our advice takes into account the Church of England Ethical Investment Advisory Group and the Church in Wales Ethical Policy Statements and any key ethical criteria set by individual PCCs.  PCC members should also refer to the Charity Commission CC14 Investment of Charitable Funds guidance.

For more information please call 0800 107 0190 quoting “PCC Trusts”.

Please remember that investments can fall as well as rise and you may not get back the amount originally invested.

Mortgages

Find out about our mortgage advice service.
Ecclesiastical Insurance Group plc (EIG) Reg No 1718196. Ecclesiastical Insurance Office plc (EIO) Reg No 24869. Ecclesiastical Life Ltd (ELL) Reg No 243111. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg No 2046087. Ecclesiastical Underwriting Management Ltd (EUML) Reg No 2368571. E.I.O. Trustees Ltd Reg No 941199. EdenTree Investment Management Ltd (EIM) Reg No 2519319. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848 (EIO) and 110318 (ELL). EFAS and EIM are authorised and regulated by the Financial Conduct Authority. Firm Reference Number 126123 (EFAS) and 527473 (EIM). EUML is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 402228.