UTP Annual Compliance Reports
Finance, Funding & Giving
- Unit Trust Pool
- Stewardship, Gift Aid and Legacies
- Grants and Loans
- Independent Examination of accounts
- Completion of the OSCR Annual Return and Supplementary Monitoring Return
- Receipts and Payments Accounts – Guidance Notes
- Accrued / SORP compliant accounts – Guidance Notes
- Accounts – guidance and samples
One of the requirements of the policy for use of pooled funds in the UTP approved by General Synod in 2021 is that: “The Investment Committee should review pooled funds held by the UTP on an annual basis so as to consider the continued appropriateness of the UTP investing in each pooled fund, and whether this policy framework is being complied with overall.”
Copies of the annual reports produced by the Investment Committee and submitted to the Standing Committee are available:
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