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Charity Fraud Report – A Five-Year Review
We're excited to announce the launch of the "Charity Fraud Report: A Five-Year Review," marking the fifth year of our collaboration with the Fraud Advisory Panel. This comprehensive report is a crucial resource in our…
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Fraud audits: how to get started and practical tips for your charity
Fraud risks causing charities significant harm to their reputation and their finances. It can even create criminal liability. It is therefore good practice for charities to regularly carry out fraud audits to review the…
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Report: Peace of mind in a dangerous world
We know that geopolitical risks, and the great uncertainty that can stem from them, are one of the biggest financial concerns that keep our clients awake at night. Earlier in June we published an update to our report…
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US elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that risks often turn out to be a source of opportunities? Stuart Canning, Fund Manager in the Global Macro Team…
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Castlefield joins the Financial Vulnerability Taskforce Charter
We’re pleased to announce that Castlefield has pledged their support to the Financial Vulnerability Taskforce Charter (FVT). The FVT is an independent representative body covering the personal finance sector and was…
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Assessing risk along the path of change
Adapting to change is hard for any organisation, as we tend to be averse to change due to the risk involved. Yet, as we’ve seen in the last few years, necessity can force big changes that we must navigate to survive and…
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What questions should boards ask when considering risk?
Effective risk management has never been so important. Risk processes have always been a vital part of any organisation’s strategy and performance. With the increasingly challenging nature of issues that organisations…
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Charities and risk management in an uncertain world
What key risks are involved in running a charity? There are risks involved in running any organisation, including a charity . While many suggest that their greatest risk is reputational, for risk identification to be…
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Managing reputational risks
As a charity leader, you know how important your organisation's reputation is. Unfortunately, reputational risks threaten charities just as much as any other organisation. They can occur as a result of: Financial errors…
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6 steps to developing a business continuity plan for your charity
To protect your not-for-profit from unavoidable interruptions, it’s important to have an effective business continuity plan (BCP) in place. At a glance, this should serve the following purposes: To protect employees…
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How to manage a sexual incident at a charity
Sexual incidents occur in charities, as they do in any other organisations. Knowing how to manage these is often far from clear cut. This article highlights ways to minimise the risk of an incident occurring and how to…
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A guide to investment risk for schools
Download A guide to investment risk for schools.pdf
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Financial safeguarding for small charities
Not just for charity trustees, safeguarding starts at the front lines. Financial safeguarding isn’t just for those in charge of the purse strings. For smaller charities, large training programmes may not be possible. We…
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Rocks and Hard Places
Wars tend not to fall into the realms of normal risk analysis because they are fraught with uncertainty. This is turning out to be the case not only with Russia’s actions in Ukraine, but also with the rest of the world’s…
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Event risk management for your not-for-profit
If your local council, charity or not-for-profit is running an event, it is important to ensure you consider the safety of your volunteers, employees and people attending the event. We’ve created a 3-step downloadable…
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How to do a risk assessment for your not-for-profit
Risk assessments are an important part of running a not-for-profit organisation. This 3 minute video provides a guide to completing a risk assessment.
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Charity sector webinar: managing risks in uncertain times
The latest webinar can be viewed by registered HERE
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Charity Trustee Training Webinar - 18 June 2020
The topics covered included: Identifying, understanding and managing risk – Richard Piercy, S&W Responsible Investing after Covid 19 – Kate Capocci, S&W
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Charity Trustee Training Webinar - 18 June 2020 (1)
The topics covered included: Identifying, understanding and managing risk – Richard Piercy, S&W Responsible Investing after Covid 19 – Kate Capocci, S&W
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Are internal financial controls stressing you out?
Fraud is perhaps the biggest fear of most charities. It’s not just the financial impact, it’s the resulting reputational damage, potential loss of staff and volunteers, and inability to deliver certain services to the…
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Revenge tourism, safety, and the spectre of inflation
https://www.yokeandco.com/articles/152-revenge-tourism-safety-and-the-spectre-of-inflation
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Risk in an uncertain world
This article was written before the COVID-19 pandemic, and while this has totally overwhelmed all other risk considerations in the period, the risk process described below is more valid than ever. Charities with a…
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Responding to fraud in charities
Charities are not immune to fraud. In some instances charities are specifically targeted by criminals due to their perceived lack of controls and heavy reliance on trust based governance
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My terrible mistake!
In honour of Trustees’ Week , here’s a cautionary tale. So there I was, sitting in front of the Investment Committee of an established foundation, when I simply said “with such a long time horizon as yours, you can take…