Contents for all

Hamish Kent – it’s about having a better process to chose an insurance broker.

Guy Davies – one key issue is the ongoing appropriateness of charity investment portfolios.

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Contents – Early Summer 2014 issue

Page 9 – Selecting an insurance adviser for your charity
Hamish Kent on how to conduct a successful broker review.

Page 10 – Investment issues being considered by charities
Guy Davies on issues in the context of investment management factors.

Page 11 – NEWS
HMRC intensifies scrutiny of Gift Aid claims, and other stories.

No. 96 | Early Summer 2014
Publisher and Editor Richard Blausten
Charities Management magazine appears six times a year.

© Richard Blausten 2014. All rights reserved. It is not a time sensitive publication.

Articles are published in good faith without responsibility on the part of publishers or authors for loss occasioned to any person acting or refraining from action as a result of any views expressed therein. Opinions expressed in this issue are of a general nature and should not be regarded as the official view of the editor except where stated. There can be no copying of any kind or any reproduction without permission of the publisher. Unauthorised copying or reproduction is a breach of copyright. This does not apply to search engines when material appears on the web.

Charities Management is published under licence from Richard Blausten by Mitre House Publishing Ltd. (which should be the recipient of copyright fees), PO Box 29, South Petherton TA13 5WE.

Investment, financial and legal articles do not convey particular advice for specific circumstances. The material in this magazine is aimed at UK readers.

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ISSN 0964-9093.

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