INSTITUTE OF MONEY ADVISERS

• ◆

  3 officer resignations in last 12 months

  Multiple officers have left the board recently — see the People section for who.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  -9.5%

  £704,620 → £637,657

• Cash

  +6.2%

  £975,390 → £1,035,599

• Net assets

  +1.5%

  £1,027,547 → £1,043,064

• Employees

  0%

  10 → 10

• Wages

  +6.3%

  £321,734 → £342,097

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

1. INSTITUTE OF MONEY ADVISERS 2006-01-19 → present
2. IMA DEVELOPMENTS 2005-03-09 → 2006-01-19

Accounting basis

FRS 102

Auditor

Alison Whalley FCA Azets Audit Services Ltd

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“In auditing the financial statements, we have concluded that the Trustees use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”

Significant events

• “Managed the IMA Accreditation Scheme for money advisers, including further development of: the Certificate of Credit in Money Advice Practice (CertMAP), the IMA's Continuing Professional Development scheme and the IMA's Professional Code of Conduct.”
• “Held an in-person Annual Conference and, later in the year, to ensure the events were accessible to as many members as possible, delivered a virtual Annual Conference.”
• “Provided a commercial case-file audit service to support the development and assurance of quality in the sector.”
• “Implemented an Equality Diversity and Inclusion strategy.”
• “Increased our policy and influencing profile, campaigning on issues affecting IMA members and responding to external consultations and calls for evidence.”
• “Began piloting a non-technical mentoring scheme, which will be evaluated in 2025 as a possible new membership benefit.”
• “Launched an IMA podcast, 'Debt Reckoning', with the IMA's Policy Officer and Money Advice Specialist discussing topics of interest to IMA members, with occasional guests.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

10

last 12 months

Capital events

0

last 24 months

Officers appointed

1

last 12 months

Officers resigned

3

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.