Open consultations

You can find details of our current consultations on this page. 


Draft - Charity investments: guidance and good practice

What is this consultation about?

The Scottish Charity Regulator has developed this guidance about charities and investments which aims to help and support charity trustees of charities that have investments or are considering investing some of the charity’s funds.

The guidance helps to explain the legal duties of charity trustees in the context of managing investments as well as providing support for charity trustees in making investment decisions and working with investment professionals.

Consultation documents

Link to the draft guidance

Link to the consultation paper

Link to the consultation response form 

Who should read this?

Charity trustees of charities:

  • that have investments
  • that are considering investing some of the charity’s funds
  • that may be about to receive investments as a donation which would be the first investments the charity has had
  • with endowment funds consisting of 
  • investments.

How can feedback be provided?

Comments and suggestions on the draft guidance can be provided by email to info@oscr.org.uk.

When does the consultation close?

The consultation is open for 6 weeks from 13 August 2018 to 21 September 2018.

What will happen next?

Once the consultation has closed, we will review all the responses and consider how we can improve the guidance to ensure it is helpful and user-friendly. We will also consider whether further resources about charities and investments might be needed and how these might be made available to charities.

We aim to publish the final version of this guidance in November 2018.

I have a question about this, where can I get further information?

If you have a query about the draft guidance and the consultation process, please email info@oscr.org.uk and include ‘Investment guidance consultation’ in the subject line.