Treasurer volunteer roles in Birmingham, west midlands

Help a growing energy education charity and bring financial rigour to how we manage and grow our impact.

About us

Curieus Games CIC is a UK Community Interest Company, in the process of converting into a CIO (Charitable Incorporated Organisation). Our mission is to raise energy literacy through play. We make energy and climate education fun and accessible. Our vision is to inspire and attract young people to work in the energy sector.

Our flagship programme, Megawatt, consists of an energy-based educational card game supported by a series of workshops. The object of the programme is to engage students on energy and sustainability through gamification and ethical debates. We deliver the programme to primary and secondary schools across the UK, with 30 schools receiving the Megawatt programme in the 25/26 academic year. Schools receive a full day of workshops, the full suite of Megawatt resources, and training to support teachers to integrate Megawatt into curriculum teaching.

We offer our programme to schools for free. We work with energy developers and other organisations to fund our work in schools, delivering community engagement and social value on their behalf. We’ve built partnerships with several high profile energy developers in offshore wind, solar, batteries and nuclear, as well as winning grants from the National Lottery and the Royal Academy of Engineering. We already have funding secured to deliver to 50 schools in the upcoming academic year.

Megawatt has also been translated into French and Polish and is currently being rolled out to schools in France and Poland through partnerships with local institutes.

You can see more about the work we do here - www.megawatt.game

The next chapter

Curieus Games is converting from a Community Interest Company into a Charitable Incorporated Organisation (CIO). As a charity, we will have access to more sources of funding, giving us an opportunity to grow our impact by reaching more schools and developing more resources to teach about the energy transition.

To lead that next chapter, we're building a founding board of trustees to govern the charity into the next phase of our journey and build on the success we’ve had so far.

The role

As Treasurer, you'll be the person who makes sure the charity grows on solid financial footing — guiding our reporting, risk management and financial strategy as we scale from 30 schools to hundreds. You'll bring:

• Experience in a senior financial role in a charity, not-for-profit or business
• A strong understanding of charity financing, reporting and risk management
• Experience with grants, tenders or philanthropic fundraising is welcome, though not essential

Working arrangements

Six board meetings a year, mostly online with occasional in-person sessions — around 3-5 hours a month in total including meetings. It's a three-year term. The role is voluntary and unpaid, with reasonable expenses reimbursed.

More details are in the attached Trustee Information Pack.

Help shape the future of hospital, health and wellbeing broadcasting across the UK.

The Hospital Broadcasting Association (HBA) is seeking a Treasurer to join our Board of Trustees. This is an opportunity to use your financial skills and strategic insight to support a national charity that helps more than 140 hospital, health and wellbeing broadcasting organisations develop, collaborate and thrive.

What you'll do

As Treasurer, you will work closely with fellow Trustees to oversee the charity's finances and support effective decision-making. Responsibilities include:

• Providing financial oversight and helping to ensure the charity meets its legal and regulatory obligations.
• Working with the Board to develop annual budgets and longer-term financial plans.
• Monitoring financial performance and presenting reports to Trustees.
• Preparing the annual accounts and financial review for inclusion in the Trustees' Annual Report.
• Liaising with the charity's Independent Examiner.
• Overseeing financial systems, controls and banking arrangements.
• Maintaining and reviewing financial policies and procedures.
• Supporting the Board to ensure the charity's long-term financial sustainability.

About you

We're looking for someone who:

• Has experience in financial management, accounting, bookkeeping, finance leadership or a related discipline.
• Can interpret financial information and communicate it clearly to non-financial audiences.
• Understands, or is willing to learn, the responsibilities of charity trusteeship.
• Can think strategically and contribute to the long-term direction of the organisation.
• Is organised, reliable and able to work to agreed deadlines.
• Is comfortable using digital collaboration tools, including Microsoft 365, Teams and SharePoint.
• Enjoys working collaboratively as part of a volunteer-led team.
• Shares our commitment to supporting hospital, health and wellbeing broadcasting.

Previous charity trustee experience is welcome but not essential, and we encourage applications from people with transferable financial expertise gained in the private, public or voluntary sectors.

Trustee responsibilities

As a Trustee, you will share collective responsibility for the governance, financial sustainability and strategic direction of the HBA.

The HBA is an entirely volunteer-led charity with no paid staff. As a result, our Board operates as a working Board, with Trustees contributing not only to governance and decision-making but also, where appropriate, to the delivery of the charity's objectives. This may include supporting projects, overseeing volunteer teams, working with external stakeholders and providing professional expertise in your area of knowledge.

We're looking for someone who is comfortable balancing strategic oversight with practical involvement in the organisation and who wants to play an active role in helping the charity grow and succeed.

Meetings and commitment

The time commitment is approximately 4 hours per week on average, with some busier periods throughout the year.

The Trustee Board meets formally, in-person, every two months, usually on the third Saturday, with informal catch-up meetings taking place via Microsoft Teams on a weekday evening in the intervening months.

Location and travel

This role can be carried out from anywhere in the UK, with most Board business conducted online.

Trustees are expected to attend Board meetings and may occasionally be asked to attend sector events, including the HBA Annual Conference and Awards, meetings with stakeholders and visits to member organisations.

Reasonable travel and out-of-pocket expenses incurred while carrying out Trustee duties will be reimbursed in line with the Association's expenses policy.

Please note that we are not actively interviewing for this role at present. However, we reserve the right to close applications early should we receive a high volume of suitable applications.

This is an exciting opportunity for someone who wants to get involved in an impactful charity making a tangible difference to the lives of refugees here in the UK.

Our work is simple – we refurbish unwanted bikes and donate them to refugees and people seeking asylum, many living on less than £7 a day, giving them freedom and independence whilst they rebuild their lives.

A bike makes a huge difference – not only is it a practical tool for tackling poverty, those who receive bikes from us report they are more connected in their community, happier and healthier as a result:

• 91% of people use their bikes weekly for essential journeys

• 84% of people are better able to access legal and other vital support services 

• 93% report better physical and/or mental health

Alongside our core Bike Donations Programme, we support refugee women to learn to cycle through our Pedal Power Programme; provide ongoing support with bike maintenance through our Repair or Replace Programme; and offer the opportunity for connection and friendship through our volunteer-matching Bike Buddy Programme.

“The Bike Project has given me so much more than just a bicycle — it has given me confidence, independence, and a sense of belonging. Receiving a bike as a gift allowed me to feel free in society, explore my community, and even join a cycling group where I’ve met wonderful people. 

Thank you again for everything you do. Your work changes lives, including mine.”  
Ladan, Bike Recipient 

About You and the Role  

You don’t need to have experience of being on a Board, in fact the role would be ideal for someone considering taking on their first role as a trustee. We will work with you to understand your duties and support you.

You will, however, have an excellent understanding of charity finance and understand the unique set of challenges charities of our size face in delivering impact and ensuring financial resilience. You will be an excellent communicator – able to provide constructive feedback and scrutiny at the same time as helping the team to articulate financial information to others who may not have a finance background.
 
You will be joining a highly committed group of trustees who give their time, expertise and contacts to support the charity. Our trustees are critical in enabling us to thrive and this role plays a key role in supporting the wider board to fulfil its financial responsibilities.

You will work together with the board and wider staff team to set our strategic direction and improve our work with refugees. At the heart of everything we do is the real and immediate impact a bike makes to the lives of those who have been through so much. You will be part of us achieving that.
 
The time commitment for a trustee generally totals approximately 8 hours per month. Please see the role description for further details.

We particularly encourage applications from people with lived experience of the asylum process, women, people of colour / people of the global majority, and people with disabilities.  

Application Process 

Deadline for Applications: Friday 28th August 2026

Interviews: Late September - Early October 2026

Appointment: October 2026
 
Feedback will be provided to all applicants whether taken to interview or not.

For an informal conversation about the role, please contact hradmin [at] thebikeproject [dot] co [dot] uk.

TREASURER – ALL NATIONS CHRISTIAN COLLEGE (ANCC)

Bring your financial expertise to a global mission training college as it expands its reach to train and equip Christian workers in every corner of the world.

All Nations Christian College trains and equips Christians for cross-cultural mission, welcoming students from all over the world. The College is entering an exciting new chapter, moving from a single UK campus to a global delivery model of digital learning, hybrid courses and partnerships with churches and colleges around the world, so it can reach many more students, in many more places, than ever before.

This is a genuinely pivotal moment to join as Treasurer. You'll help the Board build the financial model for a distributed, international college, working closely with the CEO and Head of Finance at the exact point when decisions about resourcing, risk and investment will define the College's next decade of global mission impact.

As Treasurer, you will:

• Help fund and resource an ambitious global expansion of the College's mission training
• Advise the Board on financial strategy as it builds a new international operating model
• Oversee financial systems, controls and risk management
• Liaise with auditors and ensure legal and regulatory compliance
• Chair the Finance & Resources Committee, meeting quarterly online

We're seeking a prayerful, financially astute leader with strong judgement and a heart for global mission. 

The Board meets three times a year in a hybrid format, with the hope of gathering trustees in person once a year.

Please contact Adam Stacey, CEO, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include a comprehensive CV and a supporting statement (no more than two pages), explaining how you match the requirements of the role and describing any potential conflicts of interest.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion*, sexual orientation, age, veteran status, or other category protected by law.

Closing date: 20 September

First stage interviews (online) with ANCC: w/c 5 October

Second stage interviews (in person) with ANCC: w/c 12 October

*In accordance with the Equality Act 2010, it is a genuine occupational requirement that the post holder is a committed Christian and fully supports the objectives of the College.

A great opportunity to have a leading role as Treasurer for a successful charity that is achieving real change for people with learning disabilities, autistic people, or people with other support needs, and their families.

About us 
The Association for Real Change (ARC) is a charity which works in England, Northern Ireland and Scotland. We are looking for a Treasurer to join our Board. 

Our vision is to celebrate difference, respect, listen to and include everyone.  Our work benefits people with learning disabilities, autistic people, or people with other support needs - and their families. 

Our aims are to improve: 

· Knowledge and Rights 

· Choice and Control 

· Inclusion and Equality. 

To do this we bring people together.  We support them to share different views and experiences.  We help them to agree and take action to achieve real change through training, research, networks, collective advocacy and policy. 

The role
We are seeking a Treasurer with experience of financial reporting, oversight and governance to join our Board of Trustees. The right candidate will work closely with the current Treasurer who will provide mentoring support until they step down from the Board in September 2026.

Trustees have individual and collective responsibility to ensure the highest standards of Governance for ARC. You will work with the ARC Chair, Board and Strategic Leadership Team to deliver our strategic vision and help ensure the long-term future and success of ARC. The Treasurer is a trustee that offers strategic and financial oversight of the charity.

The ARC Board of Trustees meet four times a year; one in-person and three online, so the role will require a degree of travel and the occasional overnight stay.  Our Board is inclusive of people with additional needs who are experts by experience. 

This is a voluntary position.  Your travel and other out of pocket expenses will be paid.

About you 
You have experience of financial reporting, oversight and governance of a charity. A financial qualification would be helpful.

We are particularly keen to hear from you if:

· You have experience of delivering positive social change, either in your professional or personal life. 

· You are a leader in social care, delivering or improving the support people get. 

· You have experience monitoring the financial matters of a charity.

See role description and person specification, and strategic vision below.

Terms of Office

This post may be held for a term of 3 years, then the post holder may stand for re-election for a further 3 years, after which time the post holder must stand down.

Person Specification

· A commitment to the values and principles of human rights, equality and inclusion.

· Understanding of the experiences of people with learning disabilities, autistic people, or people with other support needs - and their families.

· Knowledge and experience of accounting practices for corporate governance

· Knowledge and experience of financial regulations governing charities and companies

· Qualification in financial management and or financial auditing is desirable.

· Able to commit sufficient time

· Ability to think strategically and forward plan

· Ability to digest, present and critically evaluate a range of information, including written reports, statistics, and verbal communications

· Willingness to challenge and engage

· A commitment to the value of partnership approaches to address challenges and capitalise on opportunities.

· An ability to effectively communicate in groups.

About us 

We are the UK’s leading specialist medical society for rheumatology and musculoskeletal professionals. We support our members throughout their careers, allowing them to progress, collaborate and innovate so they can deliver the best care for their patients, improving the lives of children and adults with rheumatic and musculoskeletal disease. 

Our vision, mission and values 

Vision 

People with rheumatic conditions across the lifespan receive the highest quality outcomes and live well. 
 

Mission 

To champion the specialty, influencing change and building a thriving community of best practice. 

 
Values 

The values which guide our approach are: 

• Celebratory – we celebrate the achievements in rheumatology 

• Inclusive – we support everyone in the rheumatology community  

• Sustainable – we work to reduce the impact of our activities on the environment   

• Leading – we use our profile to drive change and support those working in the specialty  

• Collaborative – we always seek to work with others to have a greater impact  

Who might be interested in this opportunity 

To be our new Honorary Treasurer, experience in strategic level finance is needed, but you might not have a finance qualification. This would be an exciting role for someone looking for an opportunity to support an organisation diversify their income streams and build on the strong financial foundations already in place. You don’t need to have previous experience as a Trustee as we’ll provide a full induction and training, and we have experienced Trustees on our Board. 

BSR is a high-performing award-winning organisation about to create our next strategy (2028-2033). We strive for continuous improvement and as a trustee you will be instrumental in helping us define what our impact should be and ensure we achieve our goals. We work alongside the complex and changing environment of the NHS and want to ensure that the rheumatology voice is heard and that the specialty designs and dictates its own future – an approach the Board will own. Our trustees support our drive to be financially sustainable, motivating our work on income generation and overseeing our investments. You will be part of a Board committed to constructive discussion, effective decision-making and respectful of everybody’s contribution.

Purpose of the Treasurer role

The Honorary Treasurer is a trustee of BSR and the Chair of the Finance and Risk Committee (FRC) and the Audit Committee. They are part of the Remuneration, People and Culture Committee. The Treasurer is also a Director on BSR’s trading subsidiary, BSR Enterprises Ltd. 

Members of the Board of Trustees make up the governing body of the society.Trustees are responsible for ensuring BSR remains true to its charitable purpose and objects set out in its governing documents and for meeting BSR’s legal and financial duties as a registered charity. BSR is also a registered company limited by guarantee and therefore all Trustees automatically become company directors registered at Companies House.All trustees share responsibility for monitoring BSR’s finances. 

Main responsibilities of the Treasurer

• To chair the Finance and Risk Committee, ensuring that BSR operates within the financial guidelines set by the Board, the Society’s governing documents, the Charity Commission and current legislation.

• To be part of the Remuneration, People and Culture Committee.

• To chair and document the annual Audit Committee following BSR’s annual financial audit 

• To support the Board of Trustees and SMT in meeting its strategic responsibility for BSR’s financial resources.

• To be actively involved in the financial security and on-going support of the development of the BSR’s financial aims and objectives.

• To present the financial accounts to the membership at the Annual General Meeting

• Support the FRC to carry out their duties to: 
  • ensure the charity keeps proper accounts 
  • review the charity’s financial performance 
  • review policies for finance and investment 
  • ensure that the charity has robust and effective financial controls in place 
  • liaise with the BSR staff team and with the charity’s auditor 
  • identify financial and other risks facing the organisation and recommending appropriate action 

Time commitment

At present, the post requires approximately 2 days per quarter, split over a range of duties, including:

• Preparing for all Board and FRC meetings- reading meeting packs and sending any queries in advance (variable, but approximately 2-3 hours per quarter) 

• Meeting with the COO in advance of each committee meeting to ensure the meetings run smoothly and efficiently (60 minutes each quarter) 

• Attending the Board of Trustees meetings (four times a year- each meeting is 3 hours, either online or in person)

• Chairing the Finance and Risk Committee meetings (four times a year- each meeting is 2 hours, held online)

• Attending the Remuneration, People and Culture Committee meetings (twice a year- each meeting is 1 hour, held online)

• Chairing the Audit Committee (once a year- one hour, held online) 

• Attending BSR Enterprises Ltd meetings (two a year – each meeting is 30 minutes, held online) 

• Attending the Annual General Meeting (once a year, held online)

• Attend an annual Trustees and SMT away day (once a year, in person) 

Trustees may also be asked, from time to time, to:

• Attend events and other meetings on behalf of BSR

• Attend training relevant to their role

• Be available between board meetings for advice and to make decisions via email

• Be available for other ad hoc requirements

Induction, training and support  

• BSR has a finance team who carry all out all day-to-day finance functions and provide quarterly management accounts to the Finance and Risk Committee. The new Treasurer will have support from this team, and from the COO both during their induction period and throughout their term in office. Support is also provided by the CEO and the Chair of Trustees. 

• A comprehensive induction is provided for all new Trustees, including access to external financial training for members of FRC 

• We use a values behaviour framework to support all our volunteers to thrive in their role 

• Specialist financial advice and support is provided by external auditors, investment house fund managers and an investment specialist firm.

• The FRC completes an annual review of their performance as a committee, and undertakes further training as required 

• The opportunity to shadow Board meetings before taking up post 

Term of office

The Treasurer role term is for three years, with the possibility of extension for a further 3 years with approval from the Board.

How to apply 

Please upload a cover letter, setting out how you meet the person specification and why you are interested in the role along with your CV via our website by 5pm on Friday 14 August.

We expect interviews to take place (online) w/c 7 September 2026.

Person specification 

1.  Strategic finance experience  
2.  Ability to consider the implications of corporate risks at a strategic level 
3.  Be able to explain complex financial information in an accessible way 
4.  A commitment to BSR, its charitable objectives and values   
5.  An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship   
6.  A willingness to devote the necessary time and effort to the Treasurer role   
7.  Ability to think and apply knowledge strategically   
8.  Integrity, sound independent judgment   
9.  Willingness to listen and learn to make effective decisions   

BSR is committed to encouraging inclusion, equality and diversity. We are actively trying to increase the diversity of our staff team and volunteer roles. We try to reduce as many barriers as we can for those with a disability, which you can find out more about from our website. We welcome approaches from individuals from underrepresented groups, including those from minoritised communities, and those with a disability, to better reflect the community we serve and help broaden our perspectives.

The BDFA is seeking a new Volunteer Treasurer/Trustee to join our passionate and dedicated Board.

URGENTLY REQUIRED

As a trustee, you will play a key role in shaping the strategic direction of the BDFA, ensuring strong governance, and helping to improve the lives of children, young people, and families affected by Batten disease across the UK.

The overall role of Treasurer is to maintain an overview of the organisation’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained.

As our Treasurer, you will:

• Oversee, approve and present budgets, accounts and financial statements
• Assure that the financial resources of the organisation meet its present and future needs
• Prepare and present financial reports to the Board
• Ensure that appropriate accounting procedures and controls are in place
• Have oversight of and give guidance to BDFA Accounting & Financial Administration Officer
• Attend board meetings
• Present financial overview at the AGM

Ideal Background:

Fully qualified chartered accountant/financial qualifications and experience. Some experience of charity finance and fundraising.

We welcome suitably qualified applicants who share our commitment to inclusion, integrity, and advocacy, and who are willing to contribute their time, skills, and experience to drive meaningful change.

Trustees meet regularly (virtually and occasionally in person) and contribute to board discussions, sub-committees, and strategic projects, including attending our in person meeting once a year.

This is a voluntary role, but the personal and social impact is immeasurable.

URGENTLY REQUIRED

About us

Batten disease is a very rare genetic disorder that affects the brain and nervous system. Symptoms sometimes begin in infancy and sometimes later in childhood, after apparently normal early development. Occasionally it may start in adulthood. In individuals suffering from Batten disease, nervous system function steadily declines, causing a wide variety of neurologic problems, including loss of vision and seizures. The life expectancy of a child born with Batten disease can vary, depending on the form of the disease and the age of onset. Some children die in early childhood, while others may be able to live into their teens or twenties.

The BDFA was registered as a charity in 2001 and our mission is “to enable children and adults who are affected by Batten disease to live life to the full and to provide families with the care and support they need so that they do not walk this path alone.” The BDFA offers informed guidance and support to families and the professionals who work with them, as well as actively raising awareness, and promoting research into the management of Batten disease to improve patient care pathways and ultimately find a cure.

Work Location: Remote

Treasurer Trustee

Join the Board of Blue Smile 

• Board meetings are held 6 times a year, online

• Finance Committee – meetings are held six times a year, online 

• Occasional in-person meetings/events - including strategy review and planning day once per year, in person 

Salary: Voluntary trustee role (reasonable expenses reimbursed) 
Time Commitment: Approximately 4–6 hours per month 

We are seeking a Treasurer Trustee to join our Board and help ensure the charity remains financially strong, sustainable and able to continue delivering life-changing support to children and young people 

This is an exciting opportunity for a finance professional who wants to use their skills for social impact while contributing to the governance and strategic leadership of a respected local charity. 

About the Role 

As Treasurer Trustee, you will be the Board's lead on financial governance and oversight, working closely with fellow trustees and the Charity Director. The role is strategic rather than operational and focuses on ensuring good financial management, sustainability and compliance. 

You will: 

• Support the Board in understanding and fulfilling its financial responsibilities.

• Chair finance committee meetings. 

• Review management accounts and monitor financial performance.

• Oversee budgeting, reserves and financial planning.

• Help identify and manage financial risks.

• Support the approval of annual accounts and financial reports, including the independent examination. 

• Ensure the charity's resources are used effectively in pursuit of its charitable objectives.

• Contribute to the strategic direction of Blue Smile 

Who We're Looking For 

We would love to hear from you if you have: 

• A professional background in finance, accounting, banking, auditing or financial management.

• Experience of budgeting, financial reporting and financial oversight.

• The ability to communicate financial information clearly to non-financial audiences.

• Strong analytical skills and sound judgement.

• An interest in supporting children's mental health and wellbeing.

• A recognised accountancy qualification (ACA, ACCA, CIMA, CIPFA or equivalent) and/or previous charity experience would be advantageous, but we welcome applications from individuals with transferable financial expertise.

Why Join Blue Smile? 

As a Trustee, you will: 

• Make a lasting difference to children's lives. 

• Use your professional skills to support an established local charity. 

• Gain valuable charity governance experience. 

• Work alongside a committed and supportive Board. 

Our Commitment to Inclusion 

We are committed to building a Board that reflects the diversity of the communities we serve. We welcome applications from people of all backgrounds and particularly encourage applications from individuals from under-represented groups, including people from Black, Asian and minority ethnic communities, LGBTQ+ communities, disabled people and younger trustees.

Safeguarding 

Safeguarding is central to all Blue Smile activities. Trustees will be expected to support and uphold our safeguarding culture and may be required to complete an appropriate DBS check. 

The Anglo-Danish Society is seeking a Treasurer with relevant qualifications and experience to take on the important role of managing all aspects of its finances, including compliance with the law and charitable regulations, in addition to accounting.

Our Treasurer will need to have relevant accounting/ financial qualifications and experience. Previous experience of being a Trustee would be a help. The ideal person will need to be able to work with an all-volunteer managing Council who care about the Society and its work, particularly the Scholarship Programme.

The Treasurer is responsible for transaction accounting, paying accounts, scholarship grants payment, sales invoicing, investments and deposits, membership subscriptions, event budgeting, preparing accounts for audit, giving a report to the Annual General Meeting, providing an annual report to the Charities Commission, making an annual Gift Aid claim and other related administration, as required. 

All business is conducted in English and there is no need to know Danish!

Become Our Founding Treasurer

Help build the financial foundations of a charity dedicated to transforming how we understand and respond to male suicide.

Too many men are dying by suicide.

In the UK, men account for around three quarters of all suicides, yet male suicide remains under-researched and under-served by targeted interventions. We believe this has to change.

Action on Male Suicide is a new research-led charity established by researchers and practitioners who have spent years studying male suicide and working with men in suicidal crisis. Our work brings together rigorous academic research, lived experience, and practical action to identify what truly helps men and ensure that knowledge is translated into better services, stronger communities, and fewer men dying.

We are on a mission to transform how we understand and respond to male suicide. Can you help us?

As we begin building the organisation, we are seeking our first Treasurer to join the Board of Trustees.

This is a unique opportunity to help shape a charity from the very beginning. Alongside the Chair and fellow trustees, you will help establish the financial governance, systems and oversight needed to support sustainable growth and maximise our impact for years to come.

Although Action on Male Suicide is a new charity, it builds on years of research and collaboration in the field of male suicide. You can explore some of the research and work that has informed our approach by searching online for "Male Suicide Research".

NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.

Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

· Willingness and ability to devote the necessary time and effort to the role

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

· Understanding of the legal duties, responsibilities and liabilities of Trusteeship

· Ability to work effectively as a member of a team

· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.

Person specification – Treasurer

In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.

· Financial qualifications and experience. 

· A strong understanding of analysing management accounts and forecasting cash flow.

· A strong understanding of creating and monitoring budgets.

· Some experience of charity finance, fundraising and pension schemes. 

· The skills to analyse proposals and understand their financial consequences. 

· A willingness to be available to staff for advice and enquiries on an ad hoc basis.

Role description – Trustee

Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.

In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.

Role description – Treasurer

The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.

In addition to the duties of a Trustee, the duties of the Treasurer are: 

· Chairing the Finance Committee and reporting to the Board.

· Ensuring the financial resources of Age UK Merton meet its present and future needs. 

· Ensuring that Age UK Merton has appropriate reserves and investment policies. 

· Undertaking spot checks on payroll and online payments. 

· Ensuring that appropriate accounting procedures and controls are in place. 

· Advising on the financial implications of Age UK Merton’s strategic plans. 

· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton. 

· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities. 

· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies. 

· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented. 

· Keeping the Board informed about its financial duties and responsibilities. 

· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way. 

Commitment required

Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.

Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.

Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.

In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.

To find out more and to apply

If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.

I am working on behalf of my Client BeFriend Cows, who are a U.S.-based nonprofit organization that promotes compassion toward animals. They are seeking a financially-minded leader to join their board and guide their organization's financial health as they grow. This role combines financial stewardship with strategic thinking, helping ensure they have the resources and stability to expand their impact for animals, families, and communities worldwide.

Current status: This is a volunteer role. As they scale, they envision transitioning board leadership into compensated positions.

Your Core Responsibilities

Financial Leadership

• Present clear, accurate financial updates to the full board

• Guide the annual budget process and monitor organizational spending

• Lead audit preparations and ensure strong financial controls

• Oversee how we manage reserves and any investment activities

• Offer strategic input on major financial decisions

Board Governance

• Participate in evaluating and supporting our Executive Director

• Help navigate complex legal or ethical questions facing the organization

• Ensure we remain aligned with our charitable mission and legal obligations

• Act as an ambassador, opening doors to partnerships and visibility

• Contribute to fundraising conversations and donor relationship building

• Provide perspective on organizational strategy and long-term direction

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• Strategic vision.
• Good, independent judgement.
• An ability to think creatively.
• A willingness to speak their mind.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• An ability to work effectively as a member of a team and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.