Board of trustees volunteer volunteer roles

Many older people in our communities face significant challenges - from loneliness, isolation, and frailty to financial hardship and managing lifechanging conditions like Dementia. The work we do is vital in ensuring they have access to the support and care they deserve.

Our team is deeply passionate about this mission. Many of us have personal experience supporting older relatives through similar challenges, and these lived experiences fuel our commitment to delivering high-quality, compassionate services.

Following our successful merger in August 2023, our organisation is now moving forward with greater ambition and a renewed focus on expanding our reach. As a Trustee, you will play a crucial role in shaping that future - helping us to serve more people, strengthen our services, and advocate for the needs of older people across Maidstone, Sevenoaks, and Tonbridge. 

We are looking for people from a financial background to help with oversight of our budgeting, planning, forecasting, investments, governance, reporting and financial decision-making. This is a great opportunity to work closely with organisational leaders to ensure every penny makes a difference.

Trustee Role: Clinical Lead for the Board.

Location: Location: Warwick

Role Responsibilities

Safeline are recruiting a new trustee for the Safeline board who will have lead responsibility for supporting and assuring the clinical practices of the charity.  

Trustees work with the Executive team to provide effective governance to the Charity.

Who we are

Established in 1994, Safeline is a leading specialist charity that works to prevent sexual abuse and support those affected to cope and recover.

Our Vision is that everyone affected by or at risk of sexual abuse should feel supported and empowered.

We empower survivors to make choices about the lives they want.

What we do

We provide:

· Prevention/Early Intervention services to help prevent child sexual abuse and exploitation and effective early support to children and young people who are at risk.

· Counselling, Psychotherapy and Art Therapy to survivors of sexual abuse from age 4+, face-to-face, telephone and online

· Independent, non-judgmental emotional and practical support and advocacy to anyone who has experienced historical or recent sexual abuse and wishes to report to the police.

· National Male Survivors Helpline and online support service.

· Specialist education and training to prevent and address sexual abuse.

The Board

Our Board of Trustees are all volunteers drawn from a cross-section of different backgrounds. They are chosen for their skill sets to support Safeline and provide diversity of experience.

The Trustees are responsible for appointing the Chief Executive Officer and ensuring sound management of the professional, ethical, legal, and financial affairs of the Charity. Working in partnership with the executive team and staff, they:

• Set the direction.

• Agree the vision.

• Determine the strategies and policies to fulfil the vision.

• Monitor progress.

• Ensure the outcomes are consistent with the overall strategy.

§  The Board includes a former service user who ensures the people we support are represented in a clear and visible way. This Trustee involves the client’s voice in our work at a strategic level.

§  Trustees are appointed at the Annual General Meeting, they serve a four-year term and are eligible for re-election.

Key Responsibilities

• Governance & Oversight
  • Fulfil all legal duties of a Trustee under the Charities Act and the organisation’s governing document.
  • Ensure the counselling service operates in line with safeguarding, ethical, and clinical governance standards.
  • Provide strategic oversight of service delivery, ensuring quality and accessibility for beneficiaries.
• Support & Challenge
  • Act as a critical friend to the Head of Counselling/Clinical Lead, offering guidance and expertise.
  • Monitor and support the development of counselling provision, including policies, training, and professional standards.
  • Ensure that client feedback and outcomes inform service development.
• Risk & Compliance
  • Help the Board assess and manage risks associated with counselling practice, including safeguarding, confidentiality, and professional conduct.
  • Ensure compliance with relevant legislation (e.g., data protection, safeguarding, mental health regulations) and alignment with BACP professional framework.
• Advocacy & Ambassadorship
  • Champion the importance of counselling within the wider organisation and to external stakeholders.
  • Support fundraising and partnership opportunities that sustain and grow the counselling service
  •  

Essential Criteria for the Clinical Lead:

· Commitment to the charity’s mission and values.

· Understanding of counselling practice and its role in supporting wellbeing (e.g., qualified counsellor, psychotherapist, clinical supervisor, or equivalent experience).

· Experience of working in a counselling environment and risk management.

· Knowledge of professional standards and frameworks (e.g., BACP, UKCP, HCPC) and experience of ethical decision making.

· Practice in working with clients who have experienced sexual abuse.

· Ability to think strategically and contribute to Board-level discussion.

· Strong interpersonal and communication skills, with the ability to challenge constructively.

· Understanding of governance and willingness to undertake Trustee responsibilities.

Desirable:

· Experience in clinical governance, safeguarding, or service management.

· Prior Trustee or Board-level experience.

· Connections within the counselling, healthcare, or voluntary sector to support partnership development.

Time Commitment

Trustees are required to attend approximately 4 board meetings a year plus additional ad hoc meetings for example at team and fundraising events.

What You Will Gain

• You can make a meaningful impact: Ensuring the charity is run effectively and makes a real difference to its beneficiaries can provide a strong sense of personal satisfaction and fulfilment.
• You will be contributing to a cause that has a substantial impact on the public health and economic wealth of the country.
• The chance to work alongside passionate Trustees, staff, and volunteers committed to making a difference. Broaden your perspective: Engaging with diverse perspectives and social issues can deepen your understanding of the world and enhance empathy and compassion. 
• Gaining board-level experience: Serving as a trustee provides hands-on experience in governance, strategy, and decision-making at the highest level of an organisation, which can be invaluable for career progression.
• Developing new skills: Trustees often develop skills in areas such as financial management, risk management, strategic planning, negotiation, and leadership.
• Using existing skills in a new context to make a real difference to people’s lives.

Overall, while the role is voluntary and comes with legal responsibilities, the rewards of trusteeship in terms of personal growth, skill development, and societal impact are significant.

Migrateful is looking for new Trustees to help guide our next chapter! Migrateful runs cookery classes in London and Bristol led by refugees and migrants to support them on their journey to integration & employment.

Trustees play a vital role in setting strategic direction, strengthening governance and acting as critical friends to the executive team, ensuring Migrateful continues to deliver high quality, impactful work in line with its charitable purpose.

We are currently looking for a trustee with operational experience, ideally within a social enterprise and/or food industry context, who will join the Operations Subcommittee. They will support the development of Migrateful’s cookery class model, including oversight of operational processes and compliance with relevant health and safety requirements.

For more information please see our trustee recruitment pack. 

We are looking for a finance professional to join our engaged and friendly board as Treasurer, with specific oversight of the charity’s financial management. While day-to-day financial administration is carried out by employees or external providers, the Treasurer works closely with them and the Board to ensure sound financial governance. The Treasurer provides financial leadership, helps trustees understand the organisation’s finances, and ensures that the charity meets its financial and statutory obligations.

You will have a qualification in Financial Management, Accounting, or Audit, or perhaps be a senior Finance Manager or Director in a charity. We welcome applications from people for whom this is their first Treasurer role, but we are seeking candiates who have some understanding and/or experience of the charity sector.  We are willing to provide access to training around the treasurer role, but a basic knowledge of charity accounting and financial management would be a strong advantage.

You will have the ability to communicate financial information clearly to those without financial expertise and be a strategic thinker, with the ability to balance financial scrutiny with broader trustee responsibilities.

Our board meet once a month (either virtually or in person in London) for around 90 minutes. We aim to have strategy days twice a year. You will meet with the CEO and Finance Manager once a month, and be available for ad hoc emails, advice. Trustees are usually appointed for a three-year term, which can usually be extended. 

You will also bring a commitment to the values, aims, and objectives of the charity, and a desire to help children and young people who have experienced grief.

We are looking for someone who preferably has a professional fundraising background within the charitable sector. We currently have a fundraising subcommittee set up, this role would chair the subcommittee and lead on fundraising initiatives. This subcommittee is currently made up of 3 trustees & 1 staff member, though we are actively looking for fundraising volunteers to join the committee.

This role will lead on branches fundraising & income generation (not via the branches 2 shops).

As a minimum, trustees would normally be expected to attend a monthly committee meeting lasting some 2 to 3 hours. However, the commitment may vary depending on whether or not the trustee takes on additional duties. This role will join the current trustee board (made up of 9 members) and you will be supported by other trustees.

For this role we are looking for individuals with the following experience/skills:

• Fundraising & Income Generation - Essential
• Creative - Essential
• Innovative - Essential
• Passionate about the welfare of animals - Essential

We'd love applicants within or very close to the branch area - Finchley, Hendon, Golders Green, Edgware, Whetstone, Stanmore.

We're looking for a legal expert to join our friendly board, and help people excluded from society build bright futures.

Step Together Volunteering is a small but mighty charity. Through our unique, person-centred approach we support people to build the confidence and skills they need to look towards a positive future.

We work with young people, people in contact with the justice system, and the Armed Forces community, through 1-1 support, coaching and volunteering placements in the community. Our support doesn't have a time limit, we work with our clients until they have the confidence and skills they need to look forward to a more positive future.

We work nationally, our Head Office is Bristol, and our frontline staff are home-based in the regions they cover.

Our legal trustee has recently reached the end of her term, and we're now looking to find a new trustee who'd be happy to share their expertise with the board, and provide ad hoc advice to the CEO from time to time.

As a trustee, alongside your fellow board members you'll be responsible for the strategic leadership and administration of Step Together, and we're keen for you to contribute your perspectives and experiences to discussion. Specifically in relation to law, you may be asked to:

• Provide legal expertise and support to the rest of the Board and senior staff to ensure the charity complies with its duties and obligations.
• Ensure there are robust policies and procedures in place for legal and regulatory compliance.
• Liaise with senior staff on ad hoc legal matters to provide support and advice.
• Advise on legal implications of any plans or strategies to aid good decision making at Board level.

Trustees are appointed for an initial term of three years.

What are we looking for?

Your experience will ideally have been gained as a qualified lawyer (in any field, but those with knowledge and experience in employment law, company or charity law preferred).

Good networks within the Bristol area would be advantageous. You will be knowledgeable about the legal environment that charities operate in, including governance best practice, and be comfortable working at Board level, contributing to discussion and enhancing decision-making.

Ability to work at a strategic level is essential.

We are looking for someone passionate about the work we do, who is happy to advocate for and represent the charity to key stakeholders to help further our work and impact.

What difference will you make?

You'll be helping ensure Step Together is meeting its legal and regulatory duties as well as providing the board and senior team with the advice we need to operate well. More broadly, as a trustee, you'll play an important role in ensuring Step Together is sustainable, well run and has a clear, strategic direction so that it continues it's brilliant work, supporting people who are otherwise left behind.

Commitments

We have two in person meetings per year (one in London, one in Bristol) and two online, plus an 'away day' in the autumn. We're ideally looking for trustees who based in Bristol or the surrounding areas.

Our board meetings and away day are fixed but there may be times we need to get in touch on an ad-hoc basis, or ask you to be involved in task-focussed committees.

Before you apply

Please get in touch if you've any questions, or to find out more.

If you'd like to apply, please get in touch - we'd love to hear from you! It would be helpful to hear a bit about you, what you'd like to bring to the board, and why you're interested in Step Together Volunteering.

About the Degrees Initiative

The Degrees Initiative is a UK-based NGO that builds the capacity of developing countries to evaluate solar radiation modification (SRM), a controversial proposal for reducing some impacts of climate change by reflecting sunlight away from the Earth. Degrees is neutral on whether SRM should ever be used, but we believe that developing countries should be empowered to conduct their own research and to play a central role in SRM discussions. The initiative has been working in different forms for over a decade, and our work receives worldwide coverage and widespread acclaim. 

The charity was founded in 2021, now has around 20 staff members and is growing. We seek a volunteer trustee with significant financial experience including an accounting qualification to join an existing five-person board to help guide a growing initiative that is changing the field of SRM.

This position offers a fantastic opportunity for the right candidate to apply their financial expertise in a high-profile governance role, shaping strategy and supporting a mission that empowers Global South researchers to lead in one of the world’s most important climate debates. 

Role 

The volunteer trustee will complement and further strengthen an existing five-person volunteer trustee board including the Chair & Treasurer. The role will entail strategic leadership, governance, and fiduciary responsibilities. Alongside the Treasurer they will predominantly be advising the Chief Operating Officer (COO) and the rest of the senior management team (the Chief Executive Officer and Chief of Staff) to ensure the robust financial health of the charity. This will include: 

• Maintaining an overview of the charity’s financial affairs by overseeing the annual financial planning and budgets proposed by the senior management team 

• Monitoring and evaluating financial progress against budgets and forecasts from staff reporting at quarterly board meetings, acting a voice of financial expertise during board discussions 

• Approving the audited annual accounts and financial statements presented by the senior management team alongside the rest of the board 

• Strategic input by reviewing risk assessments alongside financial implications and advising on the organisation of financial resources and reserves to support the long-term goals of the charity 

• Confirming transparency and accountability in financial operations, and that appropriate accounting procedures and controls are in place in addition to compliance with legal and regulatory requirements 

• Advising on how the charity can most effectively conduct its international work, especially providing grants to organisations in the Global South 

• Confirming that the charity has an appropriate investment policy, and that there is no conflict between any investment held and the aims and objects of the charity

• Sitting on any board sub-committees as required 

Legal and Compliance Lay Trustee

Are you looking for a purpose-driven opportunity to share your expertise?

Join the Board as a Trustee

We’re RCOT, the Royal College of Occupational Therapists. We’ve championed the profession and the people behind it for over 90 years; today, we’re thriving with over 36,000 members.

We’re seeking a Legal and Compliance Lay Trustee to join our Board and sit alongside our nine elected trustees from our membership to provide additional business skills and expertise.  

Are you looking for a purpose-driven opportunity to share your expertise? As a lay trustee of RCOT, you’ll play a pivotal role in shaping the future of a profession that transforms lives every day. You’ll contribute your expertise to a values-driven organisation that champions inclusion, innovation and excellence in healthcare. This is a unique opportunity to influence strategy, collaborate with passionate professionals and make sure occupational therapy continues to improve the wellbeing of people across the UK.

You’ll provide strategic oversight and expert guidance on legal, regulatory and compliance matters. Working alongside fellow trustees, you will ensure that RCOT operates within its legal framework and maintains high standards of governance and risk management.

Time commitment 

This is an unpaid volunteer role, and you will be reimbursed out of pocket expenses. The time you’ll need to commit is circa one day a month, with flexibility.

How to apply

If you are interested in this role and have board level experience or experience advising boards, please download a copy of our application pack. You’ll find further details about the role and the time commitment, as well as information about the Board and its responsibilities within the pack.

Closing date: Sunday 15 February 2026.

Interview dates: There will be a two-stage interview process.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.

The Pirate Castle is a buzzing charity based in the heart of Camden.  From our iconic castle base we offer boating, kayaking and canoeing as well as community space to hire.  As we enter our 60th anniversary year, we are looking for a Company Secretary for our engaged trustee board to minute our meetings and to lead on governance and compliance matters.  We look forward to hearing from candidates with governance experience who are keen to contribute to the future of a well-loved community charity as it reaches a major milestone.

Membership and Community Lay Trustee

Are you looking for a purpose-driven opportunity to share your expertise?

Join the Board as a Trustee

We’re RCOT, the Royal College of Occupational Therapists. We’ve championed the profession and the people behind it for over 90 years; today, we’re thriving with over 36,000 members.

We’re seeking a Membership and Community Lay Trustee to join our Board and sit alongside our nine elected trustees from our membership to provide additional business skills and expertise.  

Are you looking for a purpose-driven opportunity to share your expertise? As a lay trustee of RCOT, you’ll play a pivotal role in shaping the future of a profession that transforms lives every day. You’ll contribute your expertise to a values-driven organisation that champions inclusion, innovation and excellence in healthcare. This is a unique opportunity to influence strategy, collaborate with passionate professionals and make sure occupational therapy continues to improve the wellbeing of people across the UK.

You’ll provide strategic oversight and expert guidance on membership growth, engagement and community development. Working alongside fellow trustees, you will support the organisation to build a vibrant, inclusive and sustainable professional community that reflects its charitable purpose. 

Time commitment 

This is an unpaid volunteer role, and you will be reimbursed out of pocket expenses. The time you’ll need to commit is circa one day a month, with flexibility.

How to apply

If you are interested in this role and have board level experience or experience advising boards, please download a copy of our application pack. You’ll find further details about the role and the time commitment, as well as information about the Board and its responsibilities within the pack.

Closing date: Sunday 15 February 2026.

Interview dates: There will be a two-stage interview process.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.

Progressive Farming Trust is looking for new board members

Progressive Farming Trust is a charity working to advance collective knowledge and practice in environmentally sensitive and organic farming.

We focus on three main areas:

• Enhancing knowledge exchange, education, and training that drive on-farm action
• Supporting farm businesses to adopt more resilient and sustainable models
• Strengthening shorter, fairer supply chains that empower both farmers and consumers

To help deliver these priorities we run:

• Agricology, a free information hub where farmers and growers can access practical guidance about sustainable agriculture
• Dean Organic Fund, offering small interest free loans to organic farmers

Established in 1980, the Trust has a long history of supporting progressive farming. For many years we worked as the Organic Research Centre, and following a de-merger in September 2025, we have refocused our activities and are now developing a new strategy to guide our future work.

We are recruiting up to four new volunteer Directors to join our Board and help strengthen the organisation. The Board currently meets quarterly (around one day every three months), either in person or online.

We welcome applications from people who bring any of the following:

• Experience as a grower, farmer, or food producer
• Knowledge of charity sector finance
• An interest in improving uptake of knowledge and skills in sustainable agriculture and food supply chains

We are actively working to build a more inclusive and diverse Board and particularly encourage applications from people who are underrepresented in food growing, farming, and the environmental sector. We value lived experience as well as professional expertise.

Bristol Avon Rivers Trust is a growing charity supported by a skilled team and a large group of volunteers. Our board of six trustees provide strategic oversight, ensure good governance, and are accountable to the Charity Commission for delivering our charitable purpose. With our turnover and impact increasing, we are seeking a new Trustee (Treasurer) to strengthen our financial leadership.

About the Role:

The Treasurer works closely with the CEO and Finance Officer to ensure strong financial governance and effective management of financial risk. You will provide clear financial insight to the board, help shape strategic decisions, and oversee statutory reporting and compliance.

Key Responsibilities:

• Ensure the charity maintains proper accounts and robust financial controls
• Oversee and present budgets, management accounts, annual accounts and financial statements
• Highlight key financial points at the AGM and board meetings
• Review financial performance and support long-term planning
• Lead on finance, reserves and investment policies
• Liaise with the CEO, finance staff, and external auditors/independent examiners
• Oversee statutory submissions to Companies House, the Charity Commission and HMRC

Trustees attend four online board meetings per year plus the AGM, with some additional time needed to review papers.

Who we’re looking for:

We welcome candidates who are:

• Strong communicators able to explain financial information clearly
• Risk-aware and proactive, with a solutions-focused approach
• Collaborative team players who can challenge constructively when needed

Desirable Experience

• Qualified chartered accountant or similar financial qualification
• Audit experience, including managing external audit providers
• Understanding of charity finance, reporting, fundraising, investments or pensions

Why join us?

This is an opportunity to use your financial expertise to support a dynamic charity working in a fast-changing environment. You will play a key role in shaping our growth, strengthening governance, and supporting impactful work for our rivers.

This role involves leading on HR within the organisation. This involves 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 development.  It is the responsibility of the HR trustee to assess risks and measure the impact of HR interventions, implement organisational policies and practices in the context of furthering charitable objectives and evaluating how they impact beneficiaries and staff.  The HR trustee also needs to ensure the long-term strategic oversight of the organisation’s personnel and staffing requirements in relation to the overarching goals of the charity. 

 Key tasks:

• To review and recommend current and future strategic resourcing, training and development and annual budgets and plans to the Trustee Board 

• To actively contribute to policy setting, strategic direction, goal and target setting, and evaluate performance against targets, budgets, plans and charitable objectives 

• To ensure that HR activities and interventions are linked to the organisation’s charitable objectives and complement the organisational culture 

• To ensure the Trustee Board monitors and reviews the performance of staff and identifies appropriate development opportunities 

• To monitor whether the service complies with its governing document and standards and if the needs of the beneficiaries are being met

Other responsibilities, along with the Board of Trustees, include:  

• To manage the charity’s resources responsibly, including ensuring the charity’s assets are used only to carry out its purpose, avoid undue risk and not over-commit the charity.

• To ensure the board regularly reviews its structures, roles, relationship to staff and implementing changes if and when necessary.

• To develop a long-term strategy for the food bank with clear objectives which can be monitored and adapted.

• To work alongside the Treasurer and the board to ensure the organisation’s financial dealings are systematically accounted for and on time, independently examined and made publicly available when necessary.

• To ensure the charity is accountable, actively complying with statutory accounting and reporting requirements and the law. 

• To help promote the organisation to a wide audience of potential funders and beneficiaries and community stakeholders.

• To ensure the food bank has appropriate procedures to: comply with current legislation and good practice; including employment, health and safety, equal opportunities etc.

• To act with reasonable care and skill, giving your time, thought and energy to your role.

• To prepare for and regularly attend and participate in board and subcommittee meetings and any trustee away days.

• To provide ad hoc support to the staff team and volunteers from time to time.

• To act at all times in accordance with the foodbank’s trustee code of conduct.

The Trustees may also undertake additional work for the charity between meetings subject to their availability and skill set.

About you: 

Warrington Foodbank are seeking to recruit Trustees with an interest in helping others, who are willing to uphold the foodbank’s values, and who can bring life experience to the board of trustees, including lived experience of hardships which led to needing emergency food provision. Our ideal candidates would demonstrate: 

• A knowledge of, and commitment to, the work of Warrington Foodbank. 

• Experience of working in a HR role.

• Willingness to actively participate in discussions concerning needs of the foodbank’s beneficiaries, staff, and the trustee board.

• Willingness to act in the best interest of the charity. 

• Sound, independent judgement and an ability to think creatively. 

• The ability to work effectively as part of a team and demonstrate a willingness to learn and develop.

Benefits of volunteering: 

• Use your existing skills to make a difference. 

• Meet new people who share your passion to eradicate poverty in the local community. 

• Make a real difference to the running of the food bank. 

Support

A full trustee induction is in place to support the prospective candidate within their role, as well as access to local voluntary action trustee training. 

Impact of your role: 

By supporting the governance of the food bank, you are part of a team providing a vital holistic support function in your local community, ensuring a dignified experience to anyone visiting or anyone who comes into contact with Warrington Foodbank. 

Please Note:

• You must be 16 or over and must not be disqualified from acting as a trustee and declare any conflict of interest while carrying out the duties of a trustee.

• Trustees are appointed for a three-year term of office.

• This is a voluntary position.

Position Title: Treasurer Trustee

Location: Hope Nottingham CIO

Reports To: Board of Trustees

Term: 3 year term up to a maximum of 3 terms

Time Commitment: Bi-monthly evening Board Meetings in Beeston, Nottingham. Monthly review of financial reports, ongoing auditing through spot checks. Bi-monthly finance sub committee meetings, can be online or in person in day or evening to suit the right candidate.

Hope Nottingham began as a small drop-in café, with a dozen volunteers in 2010. It has now grown to encompass 2 community hubs, a network of foodbanks, with eleven staff and 350+ volunteers. We support communities across Nottingham, seeking to offer holistic and life changing support to thousands of people. We hold the East & West Nottingham Trussell franchise and partner with many churches and organisations such as Citizens Advice.

If you are looking to make a real difference in your community, this could be the opportunity for you! Now in our 15th year, Hope Nottingham seeks a new Treasurer.  With the other Trustees, you will be responsible for our overall governance, strategic direction, and our financial health and activities. Whether you are an experienced Trustee, or wanting to take your first step at Board level, we are particularly keen to recruit members of the local community with financial skills.  We have a strong Senior Leadership team, are in a good position financially and have recently invested in an external independent financial review, with the need for a Treasurer being the main recommendation. Could you be the right person to join our team?  We are a Christian charity but welcome those of all faiths or none, we just ask that you will uphold our Christian values. We are also always looking to increase the diversity of our board.

Overview of role

The Treasurer is a key member of the Board of Trustees. In addition to their general trustee duties, they are responsible for overseeing the financial governance and health of the charity. This includes ensuring (via auditing and review) that the charity's finances are well-managed, transparent, and in compliance with legal and regulatory requirements. The Treasurer works closely with the Chief Executive Officer, and other members of the Board to ensure sound financial planning, risk management, and reporting. The Treasurer also leads the Finance Committee and reports to the trustees on all financial aspects of Hope.

Key Responsibilities (with specific tasks highlighted in italics)

1. Financial Oversight and Governance

• Ensure the charity has appropriate financial policies and procedures in place to safeguard its financial resources.Review the financial controls policy and manual at least annually
• Keep the Board informed of its financial duties and responsibilities
• Provide leadership in setting and maintaining high standards of financial governance and accountability.
• Ensure the charity operates within its budget and is managing resources efficiently, while safeguarding its long-term financial sustainability. Review of monthly financial reports with the CEO before the Finance Committee meeting.
• Act as a bank signatory and oversee banking procedures  Authorise payments as required, review bank reconciliations and approve mandate changes

2. Budgeting and Financial Planning

• Oversee and approve the annual budgeting process, ensuring that financial planning supports the charity’s strategic goals. Review and input into annual draft budget with CEO and finance committee members
• Provide advice and guidance to the Board on financial matters, helping trustees to understand financial reports and implications of financial decisions. Input into finance sub-committee meeting and report back to Board
• Review and approve the budget and financial forecasts, ensuring they align with the charity’s priorities and objectives and financial position. Review performance against budget through the year via monthly financial reports

3. Financial Reporting

• Oversee the preparation of regular financial reports ensuring they are accurate, timely, and in line with the charity’s financial policy.  Review financial reports presented by CEO before discussing at the Finance Committee meeting and presenting a summary report to the trustees
• Present financial updates to the Board of Trustees, highlighting any concerns or issues that need attention.

4. Audit and Compliance

• Monitor cash flow, income, and expenditure, ensuring that the charity remains financially solvent and sustainable.
• Oversee Quick Books access  Treasurer has administrator level access and approves users and their access
• Oversee bank reconciliationsCEO completes reconciliation after end of month and informs Treasurer for their sign off
• Oversee the payroll process to ensure staff payments, PAYE and pension are processed and reported as required CEO will report by exception as payments generally do not change save for contract or pay change, minimal overtime. Treasurer has access to BrightPay and TPT Pension portal and can view any documents there.  
• Oversee the annual audit process, liaising with external auditors when required and ensuring the charity’s financial statements are audited in a timely and accurate manner.  A shared mailbox is used for all audit communications to keep Finance Committee in loop of any queries. Any meeting with auditor, Treasurer to attend.
• Review the audited financial statements for accuracy and recommend their approval to the Board at the Annual General Meeting. Draw attention to important points in an easily understandable way and sign off when audit is completed by the external auditors
• Ensure compliance with all relevant laws and regulations, including charity law, tax law, and Charity SORP financial reporting standards, including charity accounts being kept up to date on Charities Commission website. Review and keep up to date with Charity SORP requirements

5. Risk Management

• Identify financial risks and develop strategies to mitigate them.Review Financial risks on risk register quarterly and as part of finance sub committee
• Ensure that the charity has appropriate insurance and other safeguards in place to protect its assets. Review insurance requirements with the CEO a month before renewal date to ensure we have adequate cover in place and to obtain alternative quotes if appropriate
• Advise the Board on the management of financial risks and any significant financial challenges facing the charity.
• Review any substantial or complex grant terms

6. Fundraising and Income Generation

• Input into and provide financial oversight of fundraising activities and income generation strategies, ensuring they align with the charity’s financial goals. Input into and review fundraising strategy and review effectiveness on quarterly basis
• Advise on the viability of fundraising campaigns and the allocation of resources to maximise financial returns. 
• Assist in ensuring that fundraising activities comply with legal and regulatory requirements.

7. Financial Strategy and Sustainability

• Contribute to the long-term financial strategy of the charity, helping to ensure its financial sustainability.
• Ensure the charity has an appropriate reserves policy Review reserves policy and reserves calculation annually
• Advise on diversification of income streams and opportunities to strengthen the charity’s financial position. Review income streams quarterly to highlight opportunities or risks e.g. individual / corporate / grants
• Help develop investment strategies and manage assets in line with the charity’s financial objectives, legal responsibilities and values. Review bank interest rates annually. CEO to notify on changes to interest rates or bank charges as received

8. Chair the Finance Sub-Committee

• Act as the Chair of the Finance Sub-Committee, leading agenda, discussions and decision-making on financial matters. A pre-meeting with the CEO and treasurer is required so fully informed in advance of committee meeting.
• Ensure that the Finance Sub-Committee operates effectively, reporting regularly to the full Board.