Our investments

Case studies

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Investments

Organisation nameRegionGeographic focus of impactProgrammeAmountInvestment typeCommitment dateStatus
Advance Credit UnionBirmingham/ West Midlands 'B' postcodes including Birmingham, Solihull, Tamworth and RedditchCovid-19 Resilience Fund£110,000GrantApril 2020Complete
Blackpool Fylde and Wyre Credit Union/ CLEVR MoneyBlackpool/ North WestBlackpool, Flyde & Wyre, Preston or LancasterCovid-19 Resilience Fund£50,000GrantApril 2020Complete
BOOM! Credit Union (West Sussex and Surrey CU)Worthing/ West SussexKingston, Surrey and West SussexCovid-19 Resilience Fund£103,000GrantApril 2020Complete
BOOM! Credit Union (West Sussex and Surrey CU)Worthing/ West SussexKingston, Surrey and West SussexAffordable Credit Scale Up Programme£70,000Grant - support mergerAugust 2022Active
Bradford District Credit UnionBradford/ West YorkshireBradford, Craven and Kirklee DisttrcitsCovid-19 Resilience Fund£50,000GrantApril 2020Complete
Castle & Crystal Credit UnionDudley/ West MidlandsWest MidlandsCovid-19 Resilience Fund£81,000GrantApril 2020Complete
Central Liverpool Credit UnionLiverpool/ North WestLiverpool City RegionCovid-19 Resilience Fund£251,000GrantApril 2020Complete
Citysave Credit Union LtdBirmingham/ West MidlandsBirmingham and WarwickshireCovid-19 Resilience Fund£40,000GrantApril 2020Complete
Clockwise Credit UnionLeicester/ East MidlandsLeicester, Leicestershire, Rutland, NorthamptonshireCovid-19 Resilience Fund£215,000GrantApril 2020Complete
Co-operative Credit UnionManchester/ North WestUK wideCovid-19 Resilience Fund£10,000GrantApril 2020Complete
Croydon, Merton and Sutton Credit Union Ltd/ Croydon PlusCroydon/ LondonCroydon, Merton and Sutton areaCovid-19 Resilience Fund£28,000GrantApril 2020Complete
Darlington Credit UnionDarlington/ North EastNorth East EnglandCovid-19 Resilience Fund£15,000Grant - M&A supportApril 2020Complete
Enterprise Credit UnionLiverpool/ North WestKnowsley, Liverpool, Sefton, St. Helens, Wirral, Halton and WarringtonAffordable Credit Scale Up Programme£250,000 Grants, procured support and in kind resourceJuly 2020Active
Fair FinanceLondonUK wideCovid-19 Resilience Fund£342,000GrantApril 2020April 2021
Fair for YouCoventry/ West MidlandsUK wideAffordable Credit Scale Up Programme£5,000,000 Equity likeDecember 2019Active
Fair for YouCoventry/ West MidlandsUK wideAffordable Credit Scale Up Programme£500,000 GrantDecember 2019Active
Fair for YouCoventry/ West MidlandsUK wideCovid-19 Resilience Fund£27,000 GrantApril 2020Complete
Five LampsThornaby/ North YorkshireUK wideAffordable Credit Scale Up Programme£155,000 Grants, procured support and in kind resourceJune 2020Complete
Great Western Credit UnionBristol/ South WestSouth West - Bristol, Bath, Wiltshire, Somerset, Dorset, GloustershireAffordable Credit Scale Up Programme£1,500,000 Subordinated debtMay 2022Active
Great Western Credit UnionBristol/South West South West - Bristol, Bath, Wiltshire, Somerset, Dorset, GloustershireAffordable Credit Scale Up Programme£130,000 GrantMay 2022Active
Great Western Credit UnionBristol/ South WestSouth West - Bristol, Bath, Wiltshire, Somerset, Dorset, GloustershireCovid-19 Resilience Fund£148,000 GrantApril 2020Complete
Greenwich and Bexley Credit Union LtdLondonGreenwich and Bexley and all DA postcodesCovid-19 Resilience Fund£91,000GrantApril 2020Complete
Hull and East Yorkshire Credit UnionHull/ HumberKingston upon Hull, East Riding of Yorkshire, North Lincolnshire, North Eat Lincolnshore plus adjoining postcodes YO14, YO17, YO8, DN14, DN21, LN9Covid-19 Resilience Fund£80,000 GrantApril 2020Complete
Leeds Credit UnionLeeds/ West YorkshireLeeds, Wakefield, Craven, HarrogateAffordable Credit Scale Up Programme£165,000 Grants, procured support and in kind resourceSep 2020Active
Leeds Credit UnionLeeds/ West YorkshireLeeds, Wakefield, Craven, HarrogateCovid-19 Resilience Fund£246,000 GrantApril 2020Complete
Lewisham Plus Credit UnionLondonLewisham, Bromley, SE19Covid-19 Resilience Fund£100,000GrantApril 2020Complete
London Capital Credit UnionLondonBarnet, Brent, Camden, City of London, Enfield, Hackney, Harringey, Islington Waltham ForestCovid-19 Resilience Fund£165,000 GrantApril 2020Complete
London Mutual Credit UnionLondonSouthwark, Lambeth, Westminister or Camden - Working in Greater LondonCovid-19 Resilience Fund£270,000GrantApril 2020Complete
Manchester Credit Union LtdManchester/ North WestManchester, Bury, Rochdale, Stockport, Tameside, Trafford and the High PeakCovid-19 Resilience Fund£350,000GrantApril 2020Complete
Metro Moneywise Credit UnionRochdale/ North WestRochdale and surrounding areasCovid-19 Resilience Fund£76,000GrantApril 2020Complete
MoneylineAccrington/ North WestEngland and WalesAffordable Credit Scale Up Programme£7,000,000 EquityDecember 2019Active
MoneylineAccrington/ North WestEngland and WalesAffordable Credit Scale Up Programme£600,000 GrantDecember 2019Active
MoneylineAccrington/ North WestEngland and WalesCovid-19 Resilience Fund£70,000 GrantApril 2020Complete
NE First Credit UnionGateshead/ North EastNorth East including County Durham, Northumberland, Tyne and Wear (/newcastle, Gateshead, Sunderland, North Tyneside and Suth Tyneside)Covid-19 Resilience Fund£15,000 Grant - M&A supportApril 2020Complete
Nottingham Credit Union/ Notts and Lincs CUNottingham/ East MidlandsNottinghamshire and LincolnshireCovid-19 Resilience Fund£107,000GrantApril 2020Complete
Pennine Community Credit Union LtdBurnley and Pendle/ North EastBurnley, Pendle, Rossendale, South Craven, Hyndburn, Ribble Valley, Preston and the whole of CumbriaCovid-19 Resilience Fund£142,000GrantApril 2020Complete
Riverside Credit UnionLiverpool/ North WestLiverpoolCovid-19 Resilience Fund£105,000 GrantApril 2020Complete
Salad MoneyLondonUK wideAffordable Credit Scale Up Programme£5,000,000 Mezzanine (convertible loan instrument with a golden share)August 2021Active
South Manchester Credit UnionManchester/ North WestSouth ManchesterCovid-19 Resilience Fund£128,000GrantApril 2020Complete
Street (UK) C.I.CBirmingham/ West MidlandsWest MidlandsCovid-19 Resilience Fund£332,000GrantApril 2020Complete
Voyager Alliance Credit UnionManchester/ North WestManchester - Transport workersCovid-19 Resilience Fund£100,000GrantApril 2020Complete
Weston Super Mare CU/ Westcountry Savings an dLoansWeston-super-mare/ South WestSouth West - Devon postcodes, SomersetCovid-19 Resilience Fund£52,000GrantApril 2020Complete