Knowledge Hub

  • Charity sector DB pensions schemes: Reviewing existing consolidation arrangements

    Topics: Pensions
    Written by: Steve Hitchiner
    On: 22.01.2026

    Barnett Waddingham's Steve Hitchiner examines existing DB pension consolidation arrangements common in the charity sector, including public sector schemes, NAMES, and DBMTs. He outlines the key actions organisations should consider taking.

    Time to read: 3 minutes
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  • Video

    Pensions update: Verity Trustees v Wood ruling

    Topics: Pensions / Governance, legal and compliance
    Posted by: CFG
    On: 06.01.2026

    A ruling from a major court case heard in February 2025 could impact employers that participate in TPT schemes. Keep up-to-date and watch LCP's on-demand webinar to learn more about the Verity case.

    Time to read: 1 minutes
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  • Policy

    CFG briefing: Autumn Budget 2025

    Topics: Tax and VAT / Pensions / Governance, legal and compliance / Economy and policy / Accounting and reporting
    Written by: CFG
    On: 26.11.2025

    CFG's policy experts, Richard Sagar and Isaac Bristol, pore over all the relevant announcements and changes so you don't have to.

    Time to read: 27 minutes
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  • Help us understand the impact of potential pension salary sacrifice changes

    Topics: Charity finance policy / Economy and policy / Pensions / Tax and VAT
    Posted by: CFG
    On: 13.11.2025

    CFG is undertaking a short survey to understand how charities currently use salary sacrifice arrangements, particularly for pension contributions.

    Time to read: 2 minutes
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  • A new cheaper end-game option for DB pension schemes?

    Topics: Pensions
    Written by: Sam Jenkins
    On: 19.09.2025

    If your charity sponsors a DB pensions scheme, you might be thinking about the Clara Superfund. Sam Jenkins from LCP explains what it is, what a transfer involves and what the opportunities and risks are.

    Time to read: 3 minutes
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  • Policy

    The Spring Statement 2025

    Topics: Tax and VAT / Pensions / Economy and policy
    Written by: CFG
    On: 26.03.2025

    CFG's policy team - Richard Sagar and Ida Karlsson - take a look at today's Spring Statement to dissect what the announcements and OBR forecasts mean for the charity sector.

    Time to read: 8 minutes
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  • A new pensions funding regime for defined benefit pension schemes

    Topics: Pensions / Governance, legal and compliance
    Posted by: CFG
    On: 16.09.2024

    The new defined benefit pension scheme funding regime will soon be effective. Pension advisory firm, LCP, explains how the changes will affect charities and what charities will need to do next.

    Time to read: 3 minutes
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  • Pension funding changes – do you know how they will affect you?

    Topics: Governance, legal and compliance / Pensions / Risk
    Written by: Ed Symes
    On: 08.04.2024

    New regulations impacting DB pension schemes will come into force later in the year. Ed Symes FIA, from Lane Clark & Peacock LLP, explains the changes and what charities can do about them.

    Time to read: 3 minutes
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  • Is your DB scheme an asset rather than a liability?

    Topics: Pensions
    Written by: Alistair Russell-Smith
    On: 04.04.2024

    Could the tide be turning for DB schemes? Alistair Russell-Smith from Spence and Partners takes a look at the latest developments and shares some top tips.

    Time to read: 3 minutes
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  • Research

    Spence Charity DB Pensions Report now out

    Topics: Pensions / Investment
    Posted by: CFG
    On: 20.03.2024

    A new report by Spence indicates that high levels of scheme funding are expected to drive a renewed focus on end-game planning for DB schemes. Read on for the results of the analysis and to download the report...

    Time to read: 2 minutes
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  • CFG briefing: spring budget analysis 2024

    Topics: Tax and VAT / Pensions / Governance, legal and compliance / Gift Aid / Funding / Economy and policy / Accounting and reporting
    Written by: Richard Sagar
    On: 06.03.2024

    CFG takes a look at the Chancellor's spring budget announcements and analyses what they mean for the charity sector.

    Time to read: 19 minutes
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  • Policy

    CFG Briefing: Autumn Statement 2023

    Topics: Tax and VAT / Pensions / Governance, legal and compliance / Funding / Financial sustainability / Environmental, social, governance (ESG) / Economy and policy / Accounting and reporting
    Written by: Richard Sagar
    On: 22.11.2023

    What does the Chancellor's Autumn Statement mean for you and your organisation? Richard Sagar, Head of Policy, CFG, takes an in-depth look.

    Time to read: 24 minutes
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