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Organisation record

Institute of Money Advisers

A Registered Charity based in the UK

This organisation record is part of a group of linked records that describe a single organisation. The organisation is linked to 2 active records and 0 inactive records, from 2 data sources.

The best identifier for this organisation is GB-CHC-1112758 .
What is an organisation identifier?

An organisation identifier is a unique piece of text that definitively identifies an organisation.

Examples include charity numbers and company numbers.

Identifiers are usually assigned by an external body like a regulator.

Findthatcharity uses the Org ID scheme to create identifiers.

GB-CHC gives the scheme for this identifier (Charity Commission), while 1112758 is the identifier for this organisation within the scheme.

Description

The IMA uses its resources to train, inform and educate money advisers so that their work in giving free advice to the public is improved.

Also known as

  • Ima Developments
  • Institute of Money Advisers

CCEW Charity number

1112758

Company number

05386480

Registered

Postcode

LS17 1NS

Website

i-m-a.org.uk

Domain

i-m-a.org.uk

Latest income

£551,194 (on )

This organisation record is based on data from Registered charities in England and Wales published by Charity Commission for England and Wales.

Institute of Money Advisers

GB-CHC-1112758

Locations

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Depending on the data source, location may describe the headquarters of the organisation rather than the area it operates in.

Areas of operation in the UK

Institute of Money Advisers

GB-CHC-1112758

Linked records

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This organisation record is part of a group of linked records that describe a single organisation.

The best identifier for this organisation is GB-CHC-1112758 .

Institute of Money Advisers (this record)

Organisation record from Charity Commission for England and Wales
Last updated 2022-09-25

Institute of Money Advisers

Organisation record from Companies House
Last updated 2022-09-03

Institute of Money Advisers

GB-CHC-1112758

Themes and activities

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This organisation has been classified using different categories:

International Classification of Non-profit and Third Sector Organizations (ICNP/TSO)

ICNP/TSO categories have been automatically assigned from a machine learning model, as part of the UK Charity Classification project.

  • Social advocacy G11

Theme (CCEW)

  • Education/training 102
  • The Prevention Or Relief Of Poverty 105
  • Economic/community Development/employment 113

Beneficiaries (CCEW)

  • Children/young People 201
  • Elderly/old People 202
  • The General Public/mankind 207

Activities (CCEW)

  • Provides Services 306
  • Provides Advocacy/advice/information 307
  • Acts As An Umbrella Or Resource Body 309

Scale of operation

  • National

Institute of Money Advisers

GB-CHC-1112758

Charity financial history

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Year ending Income (£) Spending (£)
2006-01-18 (Registered as a charity)
2007-03-31 292,642 254,564
2008-03-31 362,239 266,118
2009-12-31 379,455 365,275
2010-12-31 487,190 390,072
2011-12-31 583,459 500,276
2012-12-31 647,347 569,345
2013-12-31 716,468 706,874
2014-12-31 598,447 554,593
2015-12-31 605,246 547,984
2016-12-31 555,198 525,639
2017-12-31 440,966 460,196
2018-12-31 662,702 550,586
2019-12-31 714,531 634,529
2020-12-31 551,194 510,835

Institute of Money Advisers

GB-CHC-1112758

Income from government

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According to data returned to the Charity Commission, this charity did not receive income from government grants or contracts in 2020 (the latest year with data available) or 2019.

Institute of Money Advisers

GB-CHC-1112758

Statement of Financial Activities

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Statement of financial activities for year ended .

Based on information provided to the Charity Commission for England and Wales in the charity's annual return. This may not exactly match the figures and categories supplied in the charity's annual accounts.

2020
£000s
2019
£000s
Incoming resources
Donations and other voluntary income 122.0 147.8
Legacies - -
Endowments - -
Donations and legacies 122.0 147.8
Income from charitable activities 424.9 561.8
Income from other trading activities - -
Income from investments 4.4 5.0
Other income - -
Total 551.2 714.5
Expenditure
Investment management - -
Other spending on raising funds - -
Spending on raising funds - -
Grants to institutions - -
Other charitable activities 510.8 634.5
Charitable activities 510.8 634.5
Other spending - -
Total 510.8 634.5
Net income / (expenditure) 40.4 80.0

Institute of Money Advisers

GB-CHC-1112758

Balance sheet

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Balance sheet at .

Based on information provided to the Charity Commission for England and Wales in the charity's annual return. This may not exactly match the figures and categories supplied in the charity's annual accounts.

2020
£000s
2019
£000s
Fixed assets
Tangible and intangible assets 3.9 6.8
Investment assets - -
3.9 6.8
Current assets
Current investment assets - -
Cash 610.1 561.4
Other current assets 111.7 115.4
721.8 676.8
Creditors
Amounts falling due within one year (38.7) (36.9)
Net current assets 683.1 639.8
Total assets less current liabilities 687.0 646.6
Creditors
Amounts falling due after one year - -
Net assets 687.0 646.6
Funds
Endowment funds - -
Restricted funds - -
Unrestricted funds 687.0 646.6
687.0 646.6

Institute of Money Advisers

GB-CHC-1112758

Grants received

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View this organisation's grants on GrantNav.

Date Funder Amount awarded Description
Department for Work and Pensions £70,000 ALB - MaPS - Network and sharing information

Data source

Grants data comes from funders who publish data using the 360Giving Data Standard. It was accessed using the 360Giving Datastore.

Institute of Money Advisers

GB-CHC-1112758

Data sources

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Companies House

Free Company Data Product

The Free Company Data Product is a downloadable data snapshot containing basic company data of live companies on the register. This snapshot is provided as ZIP files containing data in CSV format and is split into multiple files for ease of downloading.

Last fetched from source: 2022-09-03

Open Government Licence v3.0

Source for records:

Charity Commission for England and Wales

Registered charities in England and Wales

Data download service provided by the Charity Commission

Last fetched from source: 2022-09-25

Open Government Licence v2.0 | Access data | Download data (zip)

Source for records:

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