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Charity investment training webinar series

3 December 2020

Understanding investing: CC14 and how to develop an investment policy

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  2. Charity investment training webinar series

Article last updated 16 October 2025.

In this webinar Andy Pitt  and Gareth Pearl provide an overview of financial investments, a charity trustee’s investment management duties and the investment policy statement. 
 


Read our guide to accompany this webinar: A practical guide for trustees to the Charity Commission's guidance on investing charity money (CC14)


To find out more, please contact our team at charities@rathbones.com.

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.