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Data for financial year ending 31 July 2017

The National Financial Services Skills Academy

  • Income

    £612.2K

  • Spending

    £812.3K

  • Status

    Up-to-date

Charity no. 1129904 Company no. 06205260

Contact details

Public address

  • 54 Fenchurch Street, London, EC3M 3JY

Aims & activities

The development and delivery of skills training products and quality recognition awards for financial services firms, recruitment and employability programmes to help job seekers gain work in the sector, and financial education programmes to improve the UK population's confidence and ability to manage their money effectively.

What the charity does

  • Education/training
  • Economic/community development/employment

Who the charity helps

  • The general public/mankind

How the charity works

  • Provides services
  • Other charitable activities

Income and Endowments:

£612.2K

Expenditure:

£812.3K

Assets and liabilities

  • £4.9K Own use assets
  • £0.0K Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £660.9K Other assets
  • £377.3K Total liabilities
Financial history
Compliance history

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

133%
0%
0%

Charitable objects

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO PROMOTE COMMERCE AND EDUCATION THROUGH THE CO-ORDINATION OF EDUCATION AND TRAINING FOR PRESENT AND FUTURE EMPLOYEES IN THE FINANCIAL SERVICES SECTOR THROUGHOUT THE UNITED KINGDOM (THE "SECTOR") AND FOR THE PURPOSE:- TO PUBLISH, APPROVE, PROPAGATE AND MAINTAIN STANDARDS, CURRICULA AND MATERIALS FOR TRAINING AND EDUCATION AND STANDARDS OF COMPLIANCE REQUIRED BY THE SECTOR; 3 TO CONSULT WITH AND RECEIVE INPUT FROM PARTICIPATING EMPLOYERS, THE DEPARTMENT FOR EDUCATION AND SKILLS/THE LEARNING SKILLS COUNCIL AND OTHERS AND SET POLICY, STRATEGY, AND OVERSEE IMPLEMENTATION OF THE PROVISION OF EDUCATION AND TRAINING AS REQUIRED BY THE SECTOR; 3 TO ESTABLISH AND APPROVE 'TRAINING COURSES TO BE DELIVERED THROUGH LICENSED TRAINING PROVIDERS/DELIVERY CENTRES; 3.4 TO PROVIDE, COLLABORATE IN OR PROMOTE THE PROMOTE THE PROVISION OF: (A) FACILITIES; (B) RESOURCES; (C) PERSONNEL; AND (D) MATERIALS, FOR OR IN CONNECTION WITH THE DEVELOPMENT AND/OR IMPLEMENTATION OF TRAINING AND EDUCATION STANDARDS; AND TO ENCOURAGE THE INVOLVEMENT OF NATIONAL SPONSORS FOR THE PROMOTION OF EDUCATION AND TRAINING IN AND FOR THE SECTOR,

Governing document

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 5 APRIL 2007

Area of benefit

The United Kingdom

Organisation type

Standard registration

Other Regulators

OFSTED
Ofsted (Office For Standards In Education)

Policies

Risk management
Safeguarding vulnerable beneficiaries
Conflicts of interest
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property. Some or all of this land or property must be used for the charity’s purposes.

  • 11 Trustees
  • 10 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Jacqueline Davies (Chair) None on record
Neeta Avnash Kaur Atkar None on record
Kevin Derek Green Kids Out Uk Up-to-date
Peter Richard David Havelock National Centre For Social Research Up-to-date
The Choral Foundation, The Chapel Royal, Hampton Court Palace Up-to-date
Peter Robert Edmund Pledger None on record
Dorian Drew None on record
Omar Ali None on record
Jane Ann Claire Masen None on record
Clare Hayward None on record
Richard Newland None on record
Victoria Roberts None on record

Areas of operation

List of regions

  • Northern Ireland
  • Scotland
  • Throughout England And Wales