PERSONAL ASSURANCE CHARITABLE TRUST

Registration #1023274 · Registered

investorrelations@personalgroup.com

Personal Group Holdings John Ormond House MK9 3XL

80
out of 100
Verified

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

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About PERSONAL ASSURANCE CHARITABLE TRUST

PERSONAL ASSURANCE CHARITABLE TRUST is a registered charity in England and Wales (registration number 1023274). Based on official Charity Commission data, it holds a "Verified" rating with a CharityScore of 80/100 — a well-rated and transparent charity that meets strong governance standards. This indicates a reliable charity with strong fundamentals across most of our assessment criteria. In its most recent reporting year (2024), PERSONAL ASSURANCE CHARITABLE TRUST reported a total income of £100,000 and total expenditure of £97,800, a spending ratio of 98% which is broadly in line with its income. According to the Charity Commission register, PERSONAL ASSURANCE CHARITABLE TRUST describes its activities as follows: The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc. Our analysis found no significant governance concerns for PERSONAL ASSURANCE CHARITABLE TRUST. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

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Score Breakdown

Trustees & Governance20 / 25
Financial Health23 / 25
Filing History & Transparency17 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 97.8% of income spent on charitable work

YearIncomeSpendingRatio
2024£100,000£97,80098%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026