Parish Investments

The Diocese of Liverpool holds investments on behalf of a number of parishes in the Diocese. All parish investments held by the Diocese are with CCLA, an ethical investment company who provide a range of funds specifically designed for Church of England organisations. For details on investments and trusts currently held by the Diocese please use the links and contact details provided.

New Accounts

For parishes who would like to open a new investment account directly with CCLA, please use the links and contact details provided. For parishes who need or would prefer to open an account in the Diocese' name, please contact Matt Elliott at St James' House for further details. The Diocese is not able to offer investment advice. For advice on the range of funds offered by CCLA, please contact their client services team directly.

Withdrawals and Deposits

Withdrawals and Deposits should be requested using the available forms. These forms can be downloaded via the links below. Alternatively requests can be made by signed instruction.

Withdrawal Form
Deposit Form

Statements and Valuations

Share prices, investment valuations and other details from CCLA be found at www.ccla.co.uk. Copies of CCLA's quarterly and half yearly statements can be obtained from the Diocese upon request. Annual valuations will be sent to parish treasurers at the end of January each year.

Restricted Funds

Some parish trusts are restricted in their use by the terms of a bequest or donation. In other cases, trusts may be older than currently available records. If you suspect that a trust may be restricted in some way, you are advised to inspect any available records such as PCC minutes, wills or donation letters before deciding to expend any of the trusts capital. In some instances, the Diocese as Custodian Trustee may have a record of any restriction but this responsibility usually lies with the managing trustees. In most cases the PCC/DCC would be considered the managing trustees. In some cases, the objects of historic parish trusts may no longer be practically applicable, or the trust may no longer be sufficient in size to meet it's own objects.

Recent legislation has, under certain circumstances, given trustees of small charities the power to expend permanent endowment and alter the purposes of their charity. A charity must meet specific requirements for these powers to be applied. For information and guidance on these issues please use the following links to the Charity Commission website:

New purposes for smaller charities
Permanent Endowment: What is it and when can it be spent?

Useful Contacts and Links

For copies of statements, details of holdings and general queries please contact:

Matt Elliott
Diocese of Liverpool
St James' House
20 St James Road
Liverpool
L1 7BY

t: 0151 705 2127
f: 0151 705 2211
matt.elliott@liverpool.anglican.org

For information or advice on CCLA funds, please contact:

CCLA Investment Management Limited
80 Cheapside
London
EC2V 6DZ

t: 0800 022 3505
f: 0844 561 5126
clientservices@ccla.co.uk

For deposit rates, share prices or valuations, please use the following links:

Deposit Rates

Share Prices

Valuations

Charity Commission

For information and guidance on issues surrounding charitable trusts, the Charity Commission website is a value resource and can be found at:
www.charitycommission.gov.uk

For more detailed guidance visit:
Charity Commission Knowledge Base

The Charity Commission can be contacted at:
Charity Commission Direct
PO Box 1227
Liverpool
L69 3UG

t: 0845 3000 218
f: 0151 7031 555