MINISTERS' PENSION FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 24 May 1965
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £340,820
Latest expenditure: £471,041
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 15 LORDSFIELD GARDENS, OVERTON, BASINGSTOKE, RG25 3EW

02 Activities

What the charity does

Is a pension provider for Unitarian ministers, lay pastors and their spouses

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 26 October 2026
Date Accounts Received: 21 October 2026
Total Gross Income: £340,820
Total Gross Expenditure: £471,041

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 17 October 2025
Date Accounts Received: 17 October 2025
Total Gross Income: £308,269
Total Gross Expenditure: £518,840

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 13 September 2024
Date Accounts Received: 13 September 2024
Total Gross Income: £323,525
Total Gross Expenditure: £555,451

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 28 June 2023
Date Accounts Received: 28 June 2023
Total Gross Income: £446,920
Total Gross Expenditure: £594,096

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 11 May 2022
Date Accounts Received: 11 May 2022
Total Gross Income: £325,067
Total Gross Expenditure: £539,144

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 26 October 2026
Total Gross Income: £340,820
Total Gross Expenditure: £471,041
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 17 October 2025
Total Gross Income: £308,269
Total Gross Expenditure: £518,840
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 13 September 2024
Total Gross Income: £323,525
Total Gross Expenditure: £555,451
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 28 June 2023
Total Gross Income: £446,920
Total Gross Expenditure: £594,096
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 11 May 2022
Total Gross Income: £325,067
Total Gross Expenditure: £539,144
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Northern Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

07 Official extract

Charity Event History

Charity Name: MINISTERS' PENSION FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-05-24T00:00:00

Charity Name: MINISTERS' PENSION FUND
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-04-13T00:00:00
Reason: Does not operate
Assoc Organisation Number: 226803
Assoc Registered Charity Number: 226803
Assoc Charity Name: THORNTON FUND

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION AND BY-LAWS AS REVISED 14 NOVEMBER 1961 AS VARIED BY SCHEME OF 2 AUGUST 1966 AND AS AMENDED 10 DECEMBER 1970, 8 NOVEMBER 1973,19 APRIL 1974, 25 OCTOBER 1994, 15 APRIL 2003 AND 26 MARCH 2008.AS AMENDED ON 30/03/2015
Charitable Objects: TO ASSIST THE MINISTERS MENTIONED IN RULE 2 OF THE CONSTITUTION TO MAKE PROVISION FOR THEIR OLD AGE AND THEIR FAMILIES AFTER THEIR DEATH.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 114265
Charity Name Type: Working name
Charity Name: MPF

Charity Name Id: 114238
Charity Name Type: Previous name
Charity Name: MINISTERS' PENSION AND INSURANCE FUND

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investment