Home Organisations Church Individuals Brokers UNITED KINGDOM About us Our group Corporate responsibility Insights Media centre Careers Contact us Search this site. Risk management and guidance Claims Document library Home Financial Advice Investing parish funds Share Share on facebook Share on facebook Share on linkedin+ Documents Investing parish funds With interest rates at record lows and inflation rising, the need for careful stewardship of church funds has never been more critical. Our Independent Financial Advisers can help Parochial Church Councils (PCCs) to manage their church investments and meet their legal duties under the Charity Commission CC14 Investment of Charitable Funds guidance. Your church investment obligations The PCC looks after parish funds and members are charity trustees who have to manage Church funds to maximise their potential. PCCs have to make their own decisions on Church investments and as trustees members must decide whether to take advice in investment matters, unless they have good reasons for not doing this. Advice on church finances For parishes with church funds of £25,000 or more our Independent Financial Advisers can advise you on Church investments and how to do the best for your Church finances. Advice on whether we can get you better returns than deposit accounts Help parishes build an ethical investment approach Generate income while avoiding excessive or unnecessary risk Help to maximise parish income Pension workshops and surgeries for lay staff, diocesan staff and others. Our approach to investing your church funds As Independent Financial Advisers with an in-depth knowledge of the Church we can offer advice on the whole spectrum of potential church investments. Plus, where appropriate, our advice takes into account the Church of England Ethical Investment Advisory Group and the Church in Wales Ethical Policy Statements and any key ethical criteria set by individual PCCs. PCC members should also refer to the Charity Commission CC14 Investment of Charitable Funds guidance. For more information please call 0800 107 0190 quoting 'PCC Trusts' or email getadvice@ecclesiastical.com. Please remember that investments can fall as well as rise in value and you may not get back the amount originally invested. Your capital is at risk. Documents View more Who are EFAS? (PDF) Download 15 March 2021 Parish fund review (PDF) Download 15 March 2021 Budget planner (PDF) Download 15 March 2021 How we provide advice (PDF) Download 15 March 2021 Prevention of money laundering (PDF) Download 15 March 2021 About our services (PDF) Download 15 March 2021 Also in this section Financial advice Life insurance Mortgages Pensions and retirement planning Saving and investments Tax planning Clergy financial advice Clergy pensions Investing parish funds Costs and services Contact us Speak to Ecclesiastical Financial Advisory Services today: 0800 107 0190 Please quote 'PCC Trusts'. Lines open 8.30am – 5pm Monday to Friday (excluding Bank Holidays). getadvice@ecclesiastical.com Arrange a call back You might also be interested in... View more Support for brokers during COVID-19 Latest news See how we are supporting our broker partners during the coronavirus outbreak More information for Support for brokers during COVID-19 Clergy pensions Latest news Helping members of the clergy and church employees save for a comfortable retirement. More information for Clergy pensions News Ecclesiastical Financial Advisory Services named South West Local Mortgage Hero by NatWest Ecclesiastical Financial Advisory Services (EFAS) has been named winner at the inaugural Local Hero Mortgage Awards held by NatWest Intermediary Solutions. Accessibility Complaints FSCS Investor relations Customer promise Modern Slavery Act Latest news Privacy policy Terms and Conditions Follow us Link to fa-facebook Link to fa-linkedin Link to fa-twitter © Ecclesiastical 2021 Ecclesiastical Insurance Office plc (EIO) Reg. No. 24869. Registered in England at Benefact House, 2000 Pioneer Avenue, Gloucester Business Park, Brockworth, Gloucester, GL3 4AW, United Kingdom. EIO is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848.