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Dear Prospective Trustee

Thank you for your interest in Citizens Advice Merton and Lambeth (CAML). This pack sets out more information about the charity, the board, the role of a trustee, and how to apply.

We are excited about the future and are looking for energetic, talented and committed individuals to help support the charity as trustees to continue its incredible work for the people of Merton and Lambeth.

What we do

CAML is one of the busiest advice charities in London.  We support individuals and families who live, work or study primarily in the London Boroughs of Merton and Lambeth and also elsewhere (dependent on service).  We also work to raise awareness and understanding of the challenging issues affecting individuals and our communities.

We were one of the first Citizens Advice services to open our doors over 85 years ago. We have had an extremely busy few years, with individuals and families increasingly seeking our support with the cost of living crisis.  Our support and services are as important today as they were when our work began.

We are part of the national Citizens Advice network of over 240 local charities that deliver advice across the country.

In FY 23/24, we supported over 25,000 individuals.  Our information, support and advice services are provided via telephone, online, video conferencing and face-to-face.  We provide face-to-face support from two CAML offices and multiple outreach venues in local communities.  Our aim is to empower people to better help themselves, but we are always here with further support if needed. 

CAML in 2025

CAML is at an important point in its history. Demand for our services continues to accelerate as high levels of hardship become an established reality for many people living in our boroughs.  The two boroughs we serve contain pockets of wealth and affluence, but also feature areas of significant poverty and deprivation where our services are most depended upon.

At the same time, similar to many charities, we face funding challenges – not least given the majority of our funds come from our local authorities. Our current turnover is over £1.2m a year. Like others, CAML faces funding challenges often related to changes in central government policies and local government financial challenges, with a need to look at new ways of diversifying income streams.

The organisation has a strong foundation from which to deliver in this difficult environment – particularly with a team that is committed to our clients and expert in giving quality advice. We also have positive working relationships with our funders, councils and partners, and a strong local reputation.

Our leadership

The operational leadership and management of CAML is carried out by our CEO, Simon Shimmens, with three senior managers and a team of around 40 staff and 20 volunteers. Short biographies of our existing trustees are available on our website.

The role of the Board

Each trustee has a responsibility to contribute to discharging the Board’s responsibilities. We do this by:

● Regularly preparing for, attending and participating in meetings

● Understanding the business of CAML

● Contributing to setting policy and strategic direction, defining goals, setting targets and evaluating performance

● Monitoring our services, ensuring compliance with our governing documents and policies and monitoring maintenance of Citizens Advice standards

● Monitoring the charity’s financial position and ensuring it operates within its means and delivers on its objectives with clear lines of accountability for day-to-day financial management

● Supporting the charity’s development through participation in agreed projects

● Actively seeking to further CAML’s strategic objectives and acting in its best interest at all times

Above all we are looking for people with strategic vision and independent judgement who together can support the charity and its executive team. As trustees we are visible to our staff and volunteers, engaging and recognising the excellent work they do. Each trustee is expected to spend time with service delivery staff and volunteers, ideally at least once a year. 

You will be a genuine team player, able to support colleagues, input constructively and positively to discussions and to support and uphold collective decisions. 

As a trustee you will support the charity’s values and objectives and will act as a positive and genuine advocate promoting the work of the charity within your personal networks and to the wider world. 

The commitment we need

Each trustee attends quarterly Board meetings and is a member of one of the delegated authority sub-committees – Finance and People – which also meet once a quarter.

While the precise nature will differ month-to-month, this is likely to average at eight to ten hours a month. This allows for board and committee meetings, reading papers in advance of these, ad-hoc actions and discussions, and visiting CAML’s services.

Board meetings are currently held in person in our Mitcham Office, with sub-committee meetings held remotely. Across the Board, we attend key events such as Volunteers’ Week and charity events/activities.

Particular skills/experiences we’re seeking

We are looking to recruit two new trustees to join our strong and dynamic Board.

We would particularly welcome applications from those with skills and experiences to help complement the current Board. Our priority recruitment areas are:

●HR: We are committed to ensuring the highest standards of governance in policies and practice related to employee relations, recruitment, retention, reward and recognition as well as staff and trustee training and development. We are seeking a trustee with senior HR experience to support the strategic oversight of our People approach.

●Accountancy: Financial oversight is an integral part of a well-functioning trustee Board. We are looking to further bolster this expertise within the Board to provide support for our Treasurer if required.

●Pensions: CAML has a legacy Defined Benefit pension scheme (closed to new entrants) and a Defined Contribution scheme. We are looking for an individual with actuarial or pension trustee skills to advise the Board with regard to our pension schemes, and whether we should be looking to make any changes.

●Legal: We are looking to further expand our legal expertise on the Board. We particularly welcome interest from individuals with experience in charity law however all applicants with legal experience are welcomed.

In addition to these skills, we would welcome applications from candidates with previous trustee experience and/or applicants who may be open to taking on the role of Vice-Chair (further information can be provided on this if requested).

The benefits of being a trustee with CAML

Although the role of a trustee is unpaid (reasonable out of pocket expenses are reimbursed), there are many reasons to join us, including:

● Being a trustee is one of the most powerful ways in which you can contribute to your local community and to a cause you care about.

● Corporations of all sizes take voluntary and community enriching activities seriously with trusteeship considered an effective method of professional development and community engagement.

● Being a trustee is a fantastic way of developing your strategic experience and oversight, giving you the opportunity to develop your critical thinking, problem solving and analytical skills.

● Being a trustee can open up your professional network.

How to apply

Follow the link to our website and complete the relevant documents at the bottom of the advert.

We are recruiting on a rolling basis and are considering applications as and when we receive them. This recruitment remains live until 30th June 2025.

All applications are considered by a trustee panel, with shortlisted candidates then invited to an interview, to take place within a month of receiving their application. 

We are registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored.

Activity Alliance looking for a Chair and three new Trustees who will add value to the charity and exciting journey ahead. You will bring your expertise and/or lived experience to drive meaningful change for disabled people. Two Trustees will be Board-appointed, and one will be Member-appointed. Their start times will vary. We are pleased that you are interested in joining us to work towards our vision and thank you for your interest.

The key responsibilities of the Chair will be:

• Provide visionary leadership to the Board of Trustees, ensuring that Activity Alliance fulfils its mission and objectives.
• Foster a culture of continuous improvement and innovation within  the organisation.
• Oversee the governance framework, ensuring compliance with legal and regulatory requirements.
• Lead the Board in monitoring organisational performance and  ensuring effective risk management. 
• Act as an ambassador for Activity Alliance, promoting our vision and mission. This includes being a spokesperson for the charity with the media and at events.
• Champion the voices of disabled people, advocating for change and influencing policy and decision-making at the  highest levels.
• Build and maintain strong relationships with key stakeholders, including partners, funders, and government bodies.

The key responsibilities of the Trustees will be:

• Have outstanding commitment to Activity Alliance with a strong understanding of the organisation’s values as well as of the Nolan Seven Principles of Public Life.
• Contribute actively to the Board of Trustees role in giving strategic direction to the organisation, setting overall  policy, defining goals, setting targets, and evaluating performance against agreed targets. 
• Ensure that the organisation complies with its governing documents, charity law, company law and any other relevant legislation or regulations. 
• Safeguard the reputation and values of the organisation. 
• Represent the organisation at functions and meetings when appropriate, and act as an ambassador for Activity Alliance.

Currently, we are particularly interested in recruiting Trustees with understanding, skills, and/or experience in one or more  of the following areas: 

• Legal 
• Commercial and corporate affairs 
• Income generation 
• Application of AI and technology

The posts are for an initial term of up to three years, which may be extended for two further terms of three years.

ICOM UK is seeking a Finance Lead trustee to help us deliver our new strategy to support UK museums working internationally and connect members to the global museum community. 

The trustee role will maintain strategic oversight of ICOM UK’s financial position and of the conduct of its financial affairs such that they provide well-grounded advice to the Board of Trustees.

The trustee role requires experience and skills in financial governance, planning and management, preferably in a charity and/or company, along with the ability to understand and communicate the impact of decisions on the organisation’s finances.

ICOM UK is the UK's only museum alliance with a dedicated international focus. As a professional organisation, we connect members based in the United Kingdom and the UK's overseas territories to the global museum community. Through participation in collaborative projects and with a lively events programme, ICOM UK actively contributes towards the international heritage agenda. Our bursary scheme is designed to help our members participate in international museum activity.

For more information about the role and how to apply, please read our Trustee Recruitment Pack.

https://uk.icom.museum/wp-content/uploads/2025/04/Trustee-Application-Pack-for-ICOM-UK-Board-2025-2-1.pdf