Poverty & Inclusion Health & Wellbeing
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The Insurance Charity

Impact Report 2024/25

The Insurance Charity has supported current and former insurance professionals and their dependants for over 120 years, providing financial grants and practical guidance during times of hardship. In 2024/25 the charity received 510 enquiries — a 13% increase — awarded £1.3 million in financial support to 196 cases, and held 363 active beneficiaries at year end. 66% of active cases involved medical conditions and 15% involved domestic abuse situations, reflecting the complexity of need across its beneficiary community in the UK and Ireland.

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About

Financial grants for essential living costs, medical expenses and debt relief; Christmas and summer hampers; casework support and home visits; counselling funding; assistive technology provision; fast-track housing advice via Shelter partnership; financial awareness support Custom geography from upload: UK

Key Metrics

Key Metric 1 £1.3 million awarded in financial support to 196 cases in 2024/25, drawn from 220 different employers
Key Metric 2 510 enquiries received — a 13% increase on 2023/24 — with 363 active beneficiaries at year end
Key Metric 3 £1.08m awarded to those with medical conditions; £81k to those in domestic abuse situations

Key Outcomes

  • 100% of beneficiaries surveyed were satisfied with the empathy and respect shown, and the home visit or video call at the start of the application process
  • Minimum length-of-service requirement removed in 2025, significantly widening eligibility to anyone who has worked in insurance regardless of tenure
  • New brand identity and website launched in February 2025 following sector-wide research, improving reach to younger professionals and underserved parts of the industry

Geography

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