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Next accounts due

2026-12-31 (in 7mo)

Last filed for 2025-03-31

Confirmation statement due

2026-11-10 (in 6mo)

Last made up 2025-10-27

Watchouts

None on the register

Cash

£505K

+9.5% vs 2024

Net assets

£2M

-2.6% vs 2024

Employees

1

0% vs 2024

Profit before tax

-£52K

-225.4% vs 2024

Name history

Renamed 1 time since incorporation

  1. T U FUND MANAGERS LIMITED 1992-03-09 → present
  2. TRADES UNION UNIT TRUST MANAGERS LIMITED 1961-07-06 → 1992-03-09

Accounts

2-year trend · latest reflected 2025-03-31

Metric Trend 2024-03-312025-03-31
Turnover £403,604£399,952
Operating profit £32,581-£61,946
Profit before tax £41,873-£52,492
Net profit £41,873-£52,492
Cash £461,631£505,355
Total assets less current liabilities £1,607,987£1,566,829
Net assets £1,607,987£1,566,829
Equity £1,607,987£1,566,829
Average employees 11
Wages £172,694£171,271

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

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2024-03-312025-03-31
Operating margin 8.1%-15.5%
Net margin 10.4%-13.1%
Return on capital employed 2.0%-4.0%
Current ratio 4.92x5.64x

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.

Audit & accounting basis

Accounting basis
FRS 102
Reporting scope
Consolidated group
Auditor
Moore Kingston Smith LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The directors have reviewed the forecasts for the Group and Company and have a reasonable expectation that the Group and Company has adequate resources to continue as a going concern for the foreseeable future, being at least twelve months from the date these financial statements have been approved. The Group and company therefore continue to adopt the going concern basis in preparing its financial statements.”

Group structure

  1. T U FUND MANAGERS LIMITED · parent
    1. TU Financial Management Services Limited 100% · England · provision of institutional client servicing activities

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

People

10 active · 21 resigned

Name Role Appointed Born Nationality
COLVERD, Marion Secretary 2002-04-17 British
CARBERRY, Catherine Director 2013-03-14 Oct 1950 British
HARRISON, Leigh James Director 2010-01-19 Jul 1958 British
KENNY, Warren Shaun Director 2019-12-15 Jun 1970 British
LAWSON, Mark Andrew Director 2008-10-10 Mar 1967 British
NICHOLS, Gerard Joseph Director 2012-07-05 Sep 1962 British
NOON, Paul Thomas Director 2001-09-07 Dec 1952 British
PROSSER, Margaret Theresa, Baroness Director 1998-10-02 Aug 1937 British
WALKER, Nicolas Alexander Director 2023-10-13 Feb 1979 British
WHELAN, John Michael Director 2017-11-30 Jun 1960 British
Show 21 resigned officers
Name Role Appointed Resigned
WALLACE, Julian Secretary 1998-07-01 2002-04-17
HILL SAMUEL INVESTMENT SERVICES GROUP LIMITED Corporate Secretary 1998-02-28
BAKER, Frederick Albert Director 1993-03-31
BAYLISS, Leslie Allen Director 2008-10-10 2011-01-18
BLAGBROUGH, Paul Hampden Director 2006-10-13
BURLISON, Thomas Henry Director 1993-05-21 1997-09-29
CHRISTOPHER, Anthony Martin Grosvenor, The Lord Director 2012-10-19
CORNWALL JONES, Mark Ralph Director 2011-10-21
CUNNINGHAM, Andrew Director 2008-10-10
ENGLEDOW, Roger Charles Director 1993-05-21 2002-03-15
GILMORE, Rosalind Edith Jean Director 2000-03-13 2006-10-13
HANNETT, John Director 2005-04-12 2023-06-09
KIDDIE, David Graham Director 2022-03-18 2023-02-01
KIDDIE, David Graham Director 2006-09-11 2010-03-31
KNAPP, James Director 2001-08-13
MILLER, Edmund John Stephen Director 1993-04-23
NELSON, Jeremy Director 2005-12-30 2015-12-16
NISSEN, George Maitland Director 1998-09-11
PICKERING, Stephen Director 1998-07-13 2003-06-30
SACHON, David Frederick Director 1999-02-01 2022-06-10
TUFFIN, Alan David Director 2010-03-31

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
T.U.U.T. Charitable Trust Corporate entity ownership-of-shares-25-to-50-percent-as-trust 2016-04-06 Active

Filing timeline

Last 20 of 160 total filings

Date Type Category Description
2025-11-05 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-07-16 AA accounts Accounts with accounts type group
2024-11-07 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-07-22 AA accounts Accounts with accounts type group
2024-04-17 TM01 officers Termination director company with name termination date PDF
2023-11-09 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-11-09 AP01 officers Appoint person director company with name date PDF
2023-07-25 AA accounts Accounts with accounts type group
2023-02-20 TM01 officers Termination director company with name termination date PDF
2022-10-27 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-08-12 AA accounts Accounts with accounts type group
2022-06-15 TM01 officers Termination director company with name termination date PDF
2022-03-28 AP01 officers Appoint person director company with name date PDF
2021-11-18 CS01 confirmation-statement Confirmation statement with no updates PDF
2021-07-29 AA accounts Accounts with accounts type group
2020-11-27 CS01 confirmation-statement Confirmation statement with no updates PDF
2020-07-16 AA accounts Accounts with accounts type group
2020-06-23 AP01 officers Appoint person director company with name date PDF
2019-11-27 CS01 confirmation-statement Confirmation statement with no updates PDF
2019-08-28 AA accounts Accounts with accounts type group

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
2

last 12 months

Capital events
0

last 24 months

Officers appointed
0

last 12 months

Officers resigned
0

last 12 months

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

Year-on-year

FY2024 → FY2025 · period ending 2025-03-31 vs 2024-03-31

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

Official Companies House page