This webinar is ideal for:

• Town & Parish Clerks and Responsible Financial Officers

For many Parish and Town Councils, the sheer responsibility of managing public money often leads to a "safety first" approach that results in funds being left in accounts with negligible returns. However, with the right knowledge, "safety" and "yield" do not have to be mutually exclusive.

We are joined by Jamie Charters, Client Relationship Manager at CCLA Investment Management. With decades of experience serving the public and charity sectors, Jamie understands the unique regulatory constraints and ethical requirements that local councils face. In this session, he provides a clear roadmap for navigating the complexities of the Public Sector Deposit Fund and beyond.

You will discover:

• The Power of Diversification: Why spreading your funds across multiple institutions is the ultimate shield against credit risk.
• Liquidity vs. Yield: How to structure your investments so you have cash when you need it while earning more on your long-term reserves.
• Ethical Investing: How to ensure your council’s money is managed in a way that aligns with community values and ESG (Environmental, Social, and Governance) standards.
• Navigating the PSDF: A deep dive into the Public Sector Deposit Fund and why it’s a staple for local authorities.