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Support and Resources

We offer a wide range of insight and support to our charity insurance customers.

The following guides and information are designed to help you with understanding some of the complexities of charity insurance and Risk Management.

  • Helpful guides
  • Managing risk
  • Policy documents

Helpful guides

Insurance and risk management can be a difficult topic to get to grips with; we’ve created some easy-to-follow guides to help make the subject easier to understand.

10 questions to make buying insurance simple

Understanding Indemnity Insurance

Trustee Liability Guide

Managing risk

Put simply risk management is about identifying and managing the risks that could impact your organisation or charity.

For charities and not-for-profit organisations this might include reputational risk, cyber and information risk, sustainability and a look at emerging risks, to name a few.

We offer a wide range of services to better help you understand, manage and prevent risk allowing you to concentrate on your day-to-day activities. This could include making inspections and producing reports or offering training courses to help your staff handle risk management better.

Our risk experts will work together with your front-line staff and key decision-makers to identify and mitigate any threats to your success.

We’ve worked closely with The Guardian to create a range of risk insight guides which cover a range of relevant topics.

A fresh look at reputation risks for charities

Future proof: Ensuring the sustainability of your charity

Planning for and dealing with major incidents

Understanding the impact of cyber and information risk

People power: Why trustees, staff, volunteers and donors matter

Understanding the impact of emerging risks

Abiding by the rule book: Charity regulation and what it means for your organisation

 

We partnered with third sector journal, Charity Times to understand the perceived top risks of charity organisations. Organisations took part in a survey between December 2014 and February 2015 and the 16-page report below highlights financial risk, fraud, technology and supply chains and partners as risks.

Charity risk survey: Attitudes and approaches to risk in the voluntary sector

Policy documents

We currently have two different policy wordings, Insight and Select.

You will have received the appropriate wording when you bought your policy, but both policy documents are below for ease.

Insight policy document

Select for Charities and Social Organisations Policy Summary

Select for Charities and Social Organisations Policy Document

News and Views

Read recent articles about recent topics affecting the third sector.

Local Community Advisory Service

Our Local Community Advisory Service (LCAS) is available to our existing customers. The LCAS guide includes information to help you understand and manage risks in your organisation. Existing customers can also access our specialist health and safety advice by emailing lcashelpline@uk.zurich.com or by calling our helpline on 0800 302 9052 (option 3).

Lines are open Monday - Friday 9am - 5pm.

 LCAS Risk Management Guide

Become an introducer for Zurich

If you are charitable organisation that has a membership base of other not-for-profit organisations, why not become an introducer for Zurich?

Useful websites

The following websites might be useful to your charity or not-for-profit organisation:

  • ACEVO

    ACEVO is the Association of Chief Executives of Voluntary Organisations. They connect, develop and represent third sector leaders and senior managers and have been providing support and advice to their members for over 20 years.

    Visit ACEVO’s website for more information.

  • ACOSVO

    ACOSVO is the Association of Chief Officers of Scottish Voluntary Association. As a membership organisation for third sector leaders and senior staff in Scotland, they aim to support, strengthen and inspire leaders through topical events, development opportunities and relevant services.

    As a strategic partner of ACOSVO, we provide risk management and insurance advice and support to members.

    Visit ACOSVO's website for more information.

  • Charity Commission for England and Wales

    Responsible for registering and regulating charities in England and Wales, the charity commission provides a host of useful information for charities, including setting up and registering a charity, regulatory alerts and they post regular sector-specific reports and publications.

    Visit the Charity Commission for England and Wales website for more information.

  • NAVCA

    NAVCA describe themselves as the National voice of local social action. The national membership charity for local voluntary infrastructure, they are England’s largest network of local charities and community groups offering their members networking opportunities, specialist advice, support, policy information and training.

    Visit NAVCA's website for more information.

  • NCVO

    NCVO is the National Council of Voluntary Organisations. They have over 14,000 member organisations who they help thrive by providing expert support and advice, saving them time and money and keeping them up to date with news. We are proud to be NCVO’s trusted supplier for insurance.

    Visit NCVO’s website for more information.

  • Social Enterprise UK

    Social Enterprise UK is the national body for social enterprise. Their website hosts a huge amount of information from start-up guides to information on policies and campaigns, publications, services and events.

    Visit the SEUK website for more information.