Quilter Cheviot
CharitEpulse
Join Charles Mesquita of Quilter Cheviot, Catherine Rustomji of Shakespeare Martineau and James Saunders of Moore Kingston Smith as they discuss and dissect topical issues affecting charities, nonprofits and voluntary organisations. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. This material is not tax, legal or accounting advice and should not be re...
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Episodes
CharitEpulse: Cultivating charity culture – balancing benefits and impact 14.05.2025 23:21
In this episode of CharitEpulse, the trio discuss: How to create a healthy working culture with guest Emily Collinson from the Joseph Rowntree Foundation. The challenges of staff benefits in charities, balancing the need to attract and retain talent with public perception and proper use of charitable funds. The importance of valuing staff and aligning organisational values with employee treatment....
CharitEpulse: Austerity, arguments and anonymity 17.04.2025 29:40
In this episode of CharitEpulse, the trio discuss: Insights from Professor Peter Frumkin: Key observations on the UK charity sector, including challenges posed by austerity culture, low salaries, and the declining pool of willing trustees. The Sentebale charity case: Highlighting governance issues and the importance of clear roles and codes of practice for patrons and trustees. Ethical dilemmas in...
CharitEpulse: A “toothless” regulator? Charity mergers and AI 26.03.2025 26:32
In this episode of CharitEpulse, the trio discuss: Charity Commission branded "toothless" by Lord Walney, sparking debate on the regulator's effectiveness and resource allocation. Fundraising regulator suspends charity for code breaches, highlighting the importance of compliance and reputation management. Charity mergers up 31% to a total of 63, driven by financial challenges, but still a small fr...
CharitEpulse: From redundancies to resignations - new pressures on the charity sector 10.03.2025 27:06
In this episode of CharitEpulse, the trio discuss: Save the Children: Facing significant cuts, with plans to reduce 200 jobs out of their 751 staff, alongside other major charities experiencing similar redundancies and budget constraints. Grant makers: Experiencing overwhelming application volumes, prompting some, like RL Glasspool, to revise their distribution strategies and application processes...
CharitEpulse: Resilience, recognition, and controversy 18.02.2025 24:06
CharitEpulse: Resilience, recognition, and controversy In this episode of CharitEpulse, the trio discuss: Positive Signs: Three quarters of charities have maintained or increased fundraising income over the past year, defying previous expectations. Treat Civil Society as equal to businesses: A ‘hot mic’ comment by the Health Secretary has sparked controversy. Barriers to trusteeship: The Associati...
CharitEpulse: Charity challenges - from grants to governance, and ‘charity’ CEO pay controversy 04.02.2025 17:56
CharitEpulse: Charity challenges - from grants to governance, and ‘charity’ CEO pay controversy In this episode of CharitEpulse, the trio discuss: The challenges faced by grant-making charities and the valuable lessons learned. The release of the Charity Investment Governance Principles – examining their purpose and necessity. A letter from the Charity Commission to the General Synod of the Church...
CharitEpulse: From Gift Aid gaffes to a royal ruckus 16.01.2025 27:53
CharitEpulse: From Gift Aid gaffes to a royal ruckus In this episode of CharitEpulse, the trio discuss: Gift Aid tribunal loss: A father and his three daughters, serving as trustees, lost a £420,000 gift aid tribunal due to improper circular transactions. Omaze – a force for good?: Concerns are raised surrounding Omaze’s regulation, transparency and risk to reputation. The King’s Foundation invest...
CharitEpulse: Charity scandals exposed — from pug rescue to Gift Aid fraud 18.12.2024 23:20
CharitEpulse: Charity scandals exposed — from pug rescue to Gift Aid fraud In this episode of CharitEpulse, the trio discuss: HMRC Gift Aid fraud: Clearer messaging is needed to protect the sector's reputation, even if such fraud is rare. Challenges in the charity retail sector: Decline in profits, increased NIC, and financial pressures leading to the closure of some charities. Place-based philant...
CharitEpulse: Fraud, banking woes, and leadership changes 11.12.2024 19:21
CharitEpulse: Fraud, banking woes, and leadership changes In this episode of CharitEpulse, the trio discuss: Gift Aid fraud case : Two sisters have been jailed for embezzling nearly half a million pounds in Gift Aid over six years while allegedly volunteering for a charity. Banking woes for charities : A report by the Civil Society group reveals 92% of charities encountered banking problems in the...
CharitEpulse: Post budget – what does this mean for charities? 03.12.2024 27:18
CharitEpulse: Post budget – what does this mean for charities? In this episode of CharitEpulse, the trio delve into the implications of the recent budget on the charity sector and more: National insurance increase: With a £1.4 billion rise in national insurance contributions for charities, does this signal a neglect of the sector in light of ‘The Covenant’? Charity tax reliefs: The HMRC’s plans to...
CharitEpulse: Should every charity have a social media policy? 29.11.2024 22:50
CharitEpulse: Should every charity have a social media policy? In this episode of CharitEpulse, the trio discuss: A convent rather than a compact: will the proposed initiatives reset the sectors relationship with Government? Government/sector relations: MP Lisa Nandy’s announcement to restore charities to ‘centre of national life.’ Reflections of a CEO: the outgoing RSPCA CEO shares insights on th...
CharitEpulse: Too precious, too disjointed, too defensive 31.10.2024 20:32
Too precious, too disjointed, too defensive Join the CharitEpulse hosts as they tackle the hot topics shaking up the sector: 700,000 charity trustees in the UK holding 1 million roles – revealed by the Charity Commission CEO! The Prime Minister’s bold new ‘covenant’ for charity partnerships. Growing concerns about reputational risks and brand damage. The financial challenges faced by grant-making...
CharitEpulse: Super model behaviour: Posing the latest charity trends 28.10.2024 21:11
Super model behaviour: Posing the latest charity trends In this edition of CharitEpulse, the trio discuss: Charity Governance Code – update from consultation – nearly 500 responses but no plans to impose charging to use the Code going forward Naomi Campbell’s charity ‘Fashion for Relief’ – three trustees disqualified – not model behaviour? Charity announces a 4-day week – will more charities follo...
CharitEpulse: From AI to the FCA 04.10.2024 21:11
From AI to the FCA In this edition of CharitEpulse, the trio cover: Use of AI by charities – all good news? UK generosity– are donations falling? Principles of good decision-making – do you have 12 minutes to spare? Volunteering and the future of charity retail The banking challenge – will FCA intervention make a difference? Subscribe to our monthly charity newsletter (trustEnews): https://www.qui...
CharitEpulse: Governance, philanthropy, tax and finance 26.09.2024 18:17
Governance, philanthropy, tax and finance In this edition of CharitEpulse our trio discuss: The first official warning given to a local authority following the Charity Commission Chief Executive’s open letter HMRC UK charity tax relief statistics, Gift Aid and G.A.Y.E. (give as you earn) Philanthropy & legacy giving – is more education needed to increase donations? De-banking of charities cont...
CharitEpulse: A summer round-up 30.08.2024 19:50
A summer round-up In this edition of CharitEpulse our trio discuss: The increase in trust and confidence of charities A public reprimand of local authorities acting as charity trustees Dominant behaviour – is it always a bad thing? A(nother) new charities minister Is the Charity Governance Code too dry? Watch episode: https://www.quiltercheviot.com/news-and-events/articles/charitepulse-a-summer-ro...
CharitEpulse: Trustee disqualification, new Labour and procurement 19.07.2024 16:16
Trustee disqualification, new Labour and procurement A topical round up of the latest charity sector news from the recent Charity Commission trustee disqualification orders to a more detailed discussion of what the new Labour government will mean for charities – opportunities as well as potential issues. The trio also anticipate the new charity minister’s contributions, challenges of being a small...
CharitEpulse: Mysterious donations, HMRC demands, bonuses in the charity sector and election fever 18.07.2024 23:35
Mysterious donations, HMRC demands, bonuses in the charity sector and election fever Join the trio as they discuss the latest topical issues affecting the charity sector, as well as updates on recent events, developments and issues to be aware of. Watch episode: https://www.quiltercheviot.com/news-and-events/articles/charitepulse-mysterious-donations-hmrc-demands-bonuses-in-the-charity-sector-and-...
CharitEpulse: Campaigning, engaging with MPs and Charity Governance Code consultation 02.07.2024 14:15
Campaigning, engaging with MPs and Charity Governance Code consultation Following the announcement of the date of the general election, the trio discuss: What do charities need to know re campaigning? How should charities engage with MPs? And, what are the proposed changes, if any, to the Charity Governance Code? Watch episode: https://www.quiltercheviot.com/news-and-events/articles/charitepulse-c...
CharitEpulse: Agree to disagree? 01.07.2024 20:57
Agree to disagree? How should charities manage internal disputes and ensure that their focus continues to be on delivering their charitable purposes? In this edition, the trio discuss: Charity Governance Code consultation - initial reactions focus on payment for use. Financial matters – international accounting standards and added value from charity auditors and other professionals. Charities' res...
CharitEpulse: Is time up for TikTok? 21.05.2024 16:06
Is time up for TikTok? In the latest episode of CharitEpulse the trio discuss: Is time up for TikTok? With censorship and data concerns, should charities be using it? Social media, playing politics and the Charity Commission – is the Commission being consistent? “Leaders on Trial” – is excessive scrutiny discouraging charity leaders from prominent roles? Watch episode: https://www.quiltercheviot.c...
Charities in 2024 and beyond – what to expect? 17.04.2024 15:48
Charities in 2024 and beyond – what to expect? In this episode the trio discuss: Greater recognition of the work of the sector and its place in society Challenges in relation to funding cuts and future plans The role of the Charity Commission – can a regulator also be a champion? Agreeing to disagree – must charities always be ‘civil’? Watch episode: https://www.quiltercheviot.com/news-and-events/...
When is a conflict not a conflict and will a name change make a difference? 26.03.2024 18:00
When is a conflict not a conflict and will a name change make a difference? In this episode, the trio discuss: The Charity Commission – a new CEO and 5-year strategy When is it ok for a charity to lend its CEO £200,000? Charity mergers – should we be surprised by the numbers? Charities £2.4bn subsidy of the state – more than half of the governments Levelling Up Fund Reputational risks – will chang...
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