trustee and member of investment committee
As an occupational charity, caba helps the ICAEW community thrive by equipping individuals with the practical, emotional, or financial tools to manage whatever’s in front of them, from everyday situations to exceptional life-changing circumstances.
We want everyone in our community to thrive, but sometimes things get in the way or they’re too overwhelming to handle. Whether it’s the everyday or exceptional, expected or out of the blue, we’re there for our beneficiaries, whether they’re an ACA student, an existing or former ICAEW member or a close family dependent.
We do this through offering innovative solutions in supporting our membership in all aspects of their wellbeing be it physical, mental or financial, and also relationship, carers and careers support.
role specification
caba’s Board of Trustees currently comprises 15 members. They include experienced individuals with high-level expertise in a variety of roles within the finance industry, including audit and assurance, investments, operational risk and tax as well as business development and equality, diversity and inclusion.
The overarching purpose of the Board of Trustees is to ensure that caba applies its resources to deliver its charitable objects, complies with relevant laws and regulations, safeguards its assets and is well run. Their focus is on guiding the long-term direction of the charity, helping it to comply with its Articles of Association.
person specification
We’re looking for someone with long-term investment management expertise to join the Board and also join the Investment Committee.
Candidates will have had oversight of investments with long time horizons, such as endowments, and be comfortable with an appropriate approach which produces reliable and sustainable returns.
On a personal level, the successful candidate will be committed to caba’s mission, with a willingness to speak their mind as well as good, independent judgement.
current board composition
- Ken Coppock (Chair – retiring from the Board in September 2025)
- Roger Merchant (Deputy-Chair – Chair effective from September 2025)
- Phillippa Seagers
- Fay Ashwell
- Angela Catlin
- Toby Bushill
- Colin Williams
- Isabel DiVanna (standing down from the Board in September 2025)
- Laks Mann (standing down from the Board in September 2025)
- Anne Davis
- Anokhee Davda
- Helen Gale
- Sahil Bhardwaj
- Andrew Wauchope
- Rupert Terry
You can find out more about the board here: https://www.caba.org.uk/about-us/trustee-committee-members.html
terms of appointment
The Board meets four times per year plus a full day strategy away day. Trustees are appointed for a three-year term, renewable for a maximum of two additional three-year terms.
The majority of meetings are held at our offices in Rugby and are often run in a hybrid way, however, the Board does also meet in London on some occasions and the strategy away day is held offsite at a different venue each year. All Investment Committee meetings are held in London.
As a trustee you will have:
- induction, training and reasonable expenses reimbursed
- opportunities to make strategic decisions and develop new skills
diversity
We would like to ensure that all candidates are able to participate fully in the selection process. Therefore, please advise us of any additional assistance we may be able to provide for you.
process
If you would like to know more please contact Cristian Holmes, Chief Executive, at [email protected] to make arrangements for an informal discussion
All successful applicants are subject to a satisfactory enhanced check with the Disclosure and Barring Service (DBS).
Closing dates for applications: 8 August 2025
Interview dates to be confirmed