Report and Accounts

Report and Annual Accounts

The PLSA’s mission is to help everyone achieve a better income in retirement. Doing that depends on our people. It is their hard work and expertise that secures policy wins and delivers first class training and conferences. And although the PLSA is a small organisation of fewer than 50 people, we have a diverse range of activities across member engagement, policy & research, events, marketing and communications, business development and corporate services.

Our 2019 accounts show that we achieved a modest surplus of £115,083 before taxation, the first surplus for three years, which the Board consider to be sufficient to maintain the value of our reserves – which are kept to cover extraordinary circumstances. We also reported that the governance structure we adopted in 2018 is bearing fruit, with a smaller, focused Board and with strong member representation in our Policy Board.

The PLSA has been awarded the Fair Tax Mark, an independent certification which recognises organisations that demonstrate they are paying the right amount of corporation tax in the right place, at the right time.