## ## ## ||||SORP reference|||||| |---|---|---|---|---|---|---|---|---| |Summary|ofthe purposes||Para 1.17|Education/training||||| |ofthe charity as set out in||||Arts/culture/heritage/science||||| |its governing
document||||||||| |Summary
activities|ofthe main
in relation to those||Para 1.17and
1.19|Curate and interpret the educational
and
heritage story (past, present and future)||||| |purposes|forthe public|||ofthe national
and|global insurance|||| |benefit,
in particular,||the||market and related|services|and||| |activities,|projects or|||industries. Share the story ofinsurance,||||| |services identified
in||the||with all audiences,|through|curated||| |accounts.||||exhibition
content,|educational||outreach|| |||||activities, digital resources,||film|content|| |||||and events. An educational||forum for||| |||||engaging
audiences|in the story||of|| |||||insurance.||||| |Statement|confirming||Para 1,18|Ag Trustees have read guidance|||and|| |whether the trustees||have||signed Charity Coinmission||declaration.||| |had regard to the guidance||||||||| |issued
by|the Charity|||||||| |Commission
on pubiic||||||||| |benefit||||||||| |||||SORP reference| |---|---|---|---|---| |||||Para 1.38| |Policy on|grant making|||| |Policy on|social investment|||| |including|program||related|| |investment||||| |||||Para 1.38| |Contribution||made|by|| |volunteers||||| ## |chieve|ments
and Per|formance|||| |---|---|---|---|---|---| |||SORP reference|||| ||||The Insurance
Museum
Charity was||| ||||founded|in February 2020. During the|| ||||10month|period|to 31December 2020,| |Summary
ofthe main
achievements
ofthe charity,||Para 1.20|the main achievements
ofthe charity
were establishing
future plans and||| |identifying|the difference the||strategy,|identify|and approaching| |charity's|work has made to||potential|trustees|and initiating| |the circumstances
ofits|||networks|for future fundraislng.|| |beneficiaries
and any wider|||||| |benefits to society as a|||||| |whole.|||||| |Achievements
against|Para 1.41| |---|---| |objectives set|| |Performance
offundraising
activities against objectives|Para 1.41| |set|| |Investment
performance|Para 1.41| |against objectives|| |Other|| ## |Financial
Review||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Review ofthe charity's|||Para|1.21|Received|a one-off||donation ofR25,000||| |financial
position at the|end||||from the|Chartered||Insurance||Institute.| |ofthe
riod||||||||||| |Statement
explaining
the|||Para|1.22|There are||no reserves.|||| |policy for holding reserves||||||||||| |statin
wh
the
are held||||||||||| |Amount
ofreserves
held|||Para|1.22||||||| |Reasons for holding zero|||Pars|1.22|During the||first i0|months|ofthe|| |reserves|||||Insurance||Wluseum|charity, the only||| ||||||work carried out was planning|||||forthe| ||||||future. There were|||no financial||or| ||||||contractual||cornntilmenta,||and no|| ||||||assets were owned|||by the|charity. The|| ||||||Charity's|income and balance||||was| ||||||525,000.It||was therefore decided that|||| ||||||organisational
risk|||was low, and||| ||||||reserves|were not||needed|to be held.|| |Details offund materially||in|Para|1.24|None|||||| |deficit||||||||||| |Explanation
ofany|||Para|1 23|None|||||| |uncertainties
about the||||||||||| |charity continuing as a going||||||||||| |concern||||||||||| |Additional
information|(optional)|||||||||| |You ma
choose to include||further statements|||where relevant about:|||||| |The charity'6
principal
sources offunds
(including|||Para|1.41||||||| |any fundraising)||||||||||| |Investment
policy and
objectives including
any|||Para|1.46||||||| |social investment
policy||||||||||| |adopted||||||||||| |A description
ofthe principal|||Para|1.46||||||| |risks facing the charity||||||||||| |Other||||||||||| ## |Description
ofcharity's||||||||| |---|---|---|---|---|---|---|---|---| |trusts:||||||||| |Type of governing
document||Para 1.25|Charitable||Incorporated|Organisation||| ||||Constitution|||||| |How is the charity||Para 1.25|CIO|||||| |constituted?||||||||| |Trustee selection methods||Para 1.25|In this period, the first 10months, the|||||| |including
details ofany|||founding|Trustees volunteered.|||During|| |constitutional
provisions|e.g.||this period,||work around|identifying||and| |election to post or name|of||approaching||potential trustees||was|| |any person or body entitled|||carried out|||||| |to appoint one or more||||||||| |trustees||||||||| |Additional
information|(optional)|||||||| |You ma
choose to include further statements|||where relevant
about:|||||| |Policies and procedures||||||||| |adopted
for the induction||Para 1.51||||||| |and training
oftrustees||||||||| |The charity's
organisational
structure
and any wider||Para 1.51||||||| |network
with which the||||||||| |charity works||||||||| |Relationship
with any related||Para 1.51||||||| |parties||||||||| |Other||||||||| ## ## |Chari|name|||Insurance|Museum|Museum|| |---|---|---|---|---|---|---|---| |Other name the charit|||uses||||| |Re istered chari||number||1188138|||| |Charity's|principal|address||Insurance|Museum||| |||||C/o Chartered||Insurance|Institute| |||||3rd Floor,|20|Fenchurch|Street| |||||London|||| |||||EC3M 3BY|||| |ames|ofthe charity trus|ofthe charity trus|tees who manage|the charity|the charity|||| |---|---|---|---|---|---|---|---|---| ||Trustee name||Office {ifany)|Dates acted ifnot for whole
ear||Name
to a|ofperson {orbody) entitled
oint trustee
ifan|| |1|Reginald|Brown|Chairman|24/02/2020 - present||||| |2|John Bissell||Treasurer|24/02/2020 - present||||| |3|Judith Pleasance||Trustee|24/02/2020 - present||||| |4|Roger Sanders||Trustee|18/01/2021 - present||||| |5|Maria Baez Bano||Trustee|17/02/21|- present|||| |6|Dr Adrian|Leonard|Trustee|30/09/21|—present|||| |7|Stephen|Wilkinson|Trustee|12/10/21|- present|||| |8||||||||| |9||||||||| |10||||||||| |11||||||||| |12||||||||| |13||||||||| |14||||||||| |15||||||||| |16||||||||| |17||||||||| |18||||||||| |19||||||||| |20||||||||| ## |Trustee|name|Dates|acted|ifnot|forwhole|ear| |---|---|---|---|---|---|---| |N/A||||||| |Funds held as cust|odia|n
tr| |---|---|---| |Description ofthe assets||None| |held in this capacity||| |Name and objects ofthe||N/A| |charity on whose behalf|the|| |assets are held and how|this|| |falls within the custodian||| |charity's objects||| |Details of arrangements|for|N/A| |safe custody and||| |segregation
of such assets||| |from the charity's
own||| |assets||| ## |Names an|d addresses
ofadv|isers (Optional
information)||| |---|---|---|---|---| |Type of|Name|Address||| |adviser||||| |Name of|chief executive or names ofsenior staff members||(Optional|information)| ## ## ||||||||~
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