Health information officer volunteer roles

British Exploring Society is looking for two additional Trustees to join our Council (Board).

Trustee: Operations and Expeditions – A trustee with previous experience of leading British Exploring Society expeditions. Experience of taking young people on multiple remote and challenging expeditions. Previous Trustee experience of an outdoor and/or youth development charity is essential.

Trustee: Legal – A trustee who is a qualified lawyer ideally operating at a Partner level or senior executive level with a corporate environment with a passion for the outdoors and youth work. Previous trustee experience is helpful but not essential.

• Applications are open until close of business on Wednesday 1st April.

Charity Description

British Exploring Society is a world-class youth development charity with a unique heritage founded on the belief that challenging experiences can transform lives, empowering and equipping young people with the courage, integrity, skills, resilience and motivation to make the most of their future.

We prepare young people for adventures and expeditions virtually, and in remote locations in the UK and overseas where they face challenges, acquire outdoor skills and learn about themselves - as well as undertaking projects with content relevant to their lives and to the fragile environments that they explore.

The results are transformative – not just in terms of practical skills and resilience, but in a new-found confidence and self-belief which they carry forward to their future life. More than this, through their adventure together, our young people forge friendships for life and become part of a unique supportive and continuing community of explorers with shared experiences, values and perspectives on the world.

Our trustees

Our trustees play a vital role at British Exploring Society. They have independent control over, and legal responsibility for, our management and administration. Since 1932 we have always relied on the time individuals donate to us, and our trustees are a cornerstone of that culture of professional volunteering. We want our trustees to enjoy the time they give to us, and to feel motivated and uplifted by the work we do. We do everything we can to involve our trustees in the life of the organisation, to visit and get involved in our activities and to feel the positive impact of their contributions.

Our trustees ensure that we comply with the law, with our Articles, and that we continuously strive to fulfil our charitable purpose. This includes a proactive duty to safeguard and promote the welfare of our beneficiaries and a duty of care to ensure beneficiaries and others the charity comes into contact with do not come to harm.

Key responsibilities

Planning

• Approve our mission statement and review the team’s performance in achieving it
• Annually assess the changing environment and approve the charity’s plans
• Annually review and approve the organisation’s strategy
• Review and approve our financial goals
• Annually review and approve our budget
• Approve and review major policies, including all those relating to financial procedures, health and safety, risk, data protection and safeguarding.

Organisation

• Recruit, appraise, advise, support and if necessary change the CEO of the charity
• Be assured of management succession
• Approve appropriate salaries, terms and conditions of service for staff
• Support sub-committees and fill vacancies as needed
• Regularly audit the performance of Council and approve plans to improve its performance.

Operations

• Review results achieved by our team in relation to aims and objectives, annual and long range goals
• Be certain that the financial structure of the charity is adequate for its current needs and strategy
• Provide open and constructive criticism, advice, comments and support
• Approve major actions of the charity, such as expenditure on items over authorised limits and major shift in activity.

Audit

• Ensure accountability within the charity, particularly where trustees delegate responsibility for particular tasks or decisions to staff or volunteers
• Be assured that Council is adequately and currently informed of the condition of the charity and its operations
• Be assured that published reports adequately reflect the nature of services and the financial condition of the charity
• Ascertain that the CEO has established appropriate policies to define and identify conflicts of interest throughout the organisation and is administering and enforcing those policies
• Appoint independent auditors
• Review and assure compliance with statutory accounting, reporting requirements, relevant laws and standards affecting the charity

Chair of the Board of Trustees and Trustee Opportunities (Voluntary)

Ben is the charity supporting the health and wellbeing of people who work or have worked in the UK automotive industry. As the sector continues to transform, Ben is entering an ambitious new phase to significantly expand its reach, strengthen its role as the industry’s trusted wellbeing partner and deliver its goal to treble impact and double fundraising by 2030. With strong financial foundations and clear ambition for growth, we are now seeking a new Chair and several Trustees to help shape this next chapter.

The Chair will provide strategic leadership to the Board, support and challenge the CEO, and ensure strong governance, financial sustainability and clarity of purpose. They will lead the Board in setting strategy, driving impact, stewarding significant reserves and acting as an ambassador across the sector.

We are looking for:

• Non-executive experience including as committee or board chair
• Strong governance and financial acumen
• Experience of organisational change or growth
• A collaborative, values driven leader who brings sound judgement, strategic insight and excellent relationship building skills.

The Board meets 4 times a year, with approximately 50% of those taking place in-person. The Chair will serve up to 4 years.

Board of Trustees  (Voluntary)

Ben is the charity supporting the health and wellbeing of people who work or have worked in the UK automotive industry. As the sector continues to transform, Ben is entering an ambitious new phase to significantly expand its reach, strengthen its role as the industry’s trusted wellbeing partner and deliver its goal to treble impact and double fundraising by 2030. With strong financial foundations and clear ambition for growth, we are now seeking a new Chair and several Trustees to help shape this next chapter.

Chair of the Board of Trustees

The Chair will provide strategic leadership to the Board, support and challenge the CEO, and ensure strong governance, financial sustainability and clarity of purpose. They will lead the Board in setting strategy, driving impact, stewarding significant reserves and acting as an ambassador across the sector.

Trustees will help guide Ben’s strategy, ensure effective oversight, champion good governance and support the senior team. We welcome professionals at senior level who can bring fresh perspectives, strong judgement and a commitment to our mission.

We are looking for Trustees who can bring senior-level insight and expertise in one or more of the following areas:

• Automotive industry (retail, manufacturing or aftermarket)
• Fundraising, philanthropy, income generation or business development
• Welfare, health and wellbeing
• Impact measurement, evaluation or outcomes frameworks
• Brand, marketing, communications, social media or customer experience
• Finance, audit and risk
• Technology, digital or data
• Research and development
• Governance

We welcome values driven leaders who bring strong judgement, collaboration and diverse perspectives, and who are motivated by improving wellbeing across the automotive industry.

The Board meets 4 times a year, with approximately 50% of those taking place in-person. Trustees will serve up to 9 years.

The Opportunity

As Chair, you will:

• Provide strategic leadership to the organisation and the Board, ensuring our charitable purposes deliver greater public benefit
• Chair and facilitate Board meetings, direct policymaking, and monitor implementation of decisions
• Represent the Trust at events and strategic meetings, acting as an ambassador and spokesperson
• Work closely with the Chief Executive to plan meetings, set agendas, and develop the Board
• Oversee induction, training, appraisal, and succession planning for trustees
• Address any conflict within the Board and the organisation 

What We’re Looking For

We seek an individual with:

• Proven experience in leading an effective charity board
• Appreciation of the values, purpose, and operational model of Burdett
• Understanding of best practice in grant making
• Ability to oversee a strategic investment portfolio
• Strong interest and understanding of health and social care, nationally and internationally
• Effective ambassadorial skills and the ability to utilise relevant networks 

Commitment & Remuneration

• Voluntary position; reasonable trustee expenses (e.g., travel) can be claimed
• Expected time commitment: 2–3 days per month (may fluctuate)
• Four full Board meetings per year, held in person in central London
• Regular meetings with the Chief Executive and ongoing communications with trustees 

How to Apply

Please submit a brief CV and covering letter outlining your interest in the role and how your skills and experience match the person specification.

CHASE Africa is a UK-based international NGO that supports local partners in East Africa to improve health and wellbeing in marginalised rural communities. We are looking for a Trustee with finance skills, to replace our current Treasurer. You will provide scrutiny and oversight of the work of CHASE Africa, with a particular focus on financial issues.  You will use your financial knowledge and experience to monitor the financial administration of the charity and report to the Board of Trustees on its state of financial health and provide the board with the confidence and knowledge to make good strategic decisions. 

This is an exciting opportunity for someone with extensive financial expertise, who is seeking a voluntary position where they can apply their skills to a meaningful mission.

Since its inception 12 years ago, CHASE Africa has grown from scratch to an income in 2025 of over £830,000 – delivering over 1.5 million healthcare and family planning services to often isolated rural communities. We have a strong and highly motivated staff team and a thriving network of local partners that has expanded from Kenya into Uganda and, later this year, Tanzania.

CHASE Africa’s projects have already brought healthcare and empowerment to tens of thousands of lives, particularly for women and girls, mitigating poverty and helping protect local environments.It has the capacity and opportunity to greatly extend its impact – both geographically and in terms of numbers reached.

We are a small but dedicated team based in Somerset, committed to a collaborative approach to partnership. We're currently going through an exciting period of transition and growth, with a new CEO in 2022, a new charitable structure in 2023, and a new Finance Manager at the start of 2026. Your role will be vital in helping us achieve our future goals.

The Role

• Liaise with CEO and Trustees to ensure the financial viability of the organisation’s strategy 
• Advise on the financial implications of CA’s strategic plan (3 year) 
• Present CA’s financial position and broader context at Trustees Board meetings 
• Support the finance manager with the production of an annual budget 
• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation 
• Take a lead in interpreting financial data for fellow Board members 
• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis
• Ensure relevant financial policies are in place as required by the charity commission 
• Be willing to be available to support the charity’s CEO and Senior Finance Manager as needed 
• Review the monthly management accounts report and cashflow with the CEO and finance manager 
• Liaise with senior staff to ensure financial reports are user friendly for non-finance trustees

About You

• Good background in financial management and analysis
• Able to communicate financial information clearly and to people with different levels of financial and data literacy. 
• Knowledge and experience of finance practice relevant to voluntary and community organisations. 
• Have an excellent ability to interpret financial information and the confidence to raise questions and challenge 
• Have a good understanding of, or be willing to learn, the rules and regulation around charity finance 
• Have the ability to think creatively and strategically, exercising good and impartial judgement 
• Knowledge of current accounting processes, tools and procedures 
• High proficiency in Excel, Powerpoint for analysis and presentation 
• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions  
• High level of integrity and sound judgement 
• Commitment to CA’s vision, purpose and culture and its way of working 
• Able and willing to devote the necessary time to the role 

Additional Desirable 

• CCAB/CIMA qualified professional or qualified by experience in financial management
• Awareness and understanding of the campaigning world and the health community in developing countries. 
• An interest in international development and the issues we are supporting our partners to tackle in East Africa. 

For full information, please see the attached information pack.

To apply for this post, please submit a CV and covering letter by email by the 27th March 2026. The cover letter should be no longer than two pages long and explain why you are interested in this post and how your skills and experience make you a good fit.

Chair of Trustees

Citizens Advice Buckinghamshire

Voluntary role | Buckinghamshire

Are you a well-connected leader in Buckinghamshire with the energy and ambition to help a respected local charity grow its impact?

Citizens Advice Buckinghamshire is seeking an exceptional individual to become our next Chair of Trustees.

About Us

We are part of the national Citizens Advice network, providing free, confidential and impartial advice to thousands of people each year across Buckinghamshire. We have offices in Aylesbury, Buckingham, High Wycombe and Chesham.

Our work helps people resolve problems around debt, housing, employment, benefits and consumer rights, often preventing crises, reducing pressure on public services and enabling individuals to regain stability and independence.

The organisation is stable, well-managed and ambitious. Following reductions in statutory funding and changes across the national network, we are now focused on strengthening income streams, raising our local profile and entering a new phase of growth.

The Opportunity

It is an opportunity to build on strong foundations and take the organisation forward.

As Chair, you will:

• Provide strategic leadership to the Board of Trustees.

• Help strengthen funding and sustainability.

• Raise the profile of Citizens Advice across Buckinghamshire.

• Represent the organisation with funders, partners and the wider community.

• Champion the difference we make to people’s lives.

We are particularly interested in candidates who live in, or have strong knowledge and networks within Buckinghamshire (ideally central or south).

Who We’re Looking For

We are seeking someone who brings:

• Strategic leadership experience (board or senior executive level).

• The confidence to support and constructively challenge a CEO.

• Strong networking skills and credibility locally.

• Commercial awareness and financial literacy.

• An interest in fundraising and partnership development.

• A genuine commitment to community impact.

Prior Chair experience is welcome but not essential. Energy, judgement and the ability to build relationships are key.

Time Commitment

• Four face-to-face Board meetings per year (2 hours each).

• Four subcommittee meetings per subcommittee annually Finance & Risk, Operations, People, and Fundraising).

• Annual strategy Away Day.

• Annual Staff & Volunteers Day.

• Attendance at selected fundraising and stakeholder events.

• Approximate commitment: 2 -4 days per month.

Why This Role Matters

Citizens Advice Buckinghamshire helps people solve problems that, left unaddressed, cost families, councils and government far more in the long term.

As Chair, you will help ensure this essential service continues to thrive, supporting residents to become more financially secure, resilient and able to contribute fully to society.

For more information and how to apply download the Appointment Brief.

Closing date: 9am Friday 10th April 2026

Join us in shaping the next chapter of Citizens Advice Buckinghamshire.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

The British Home

Location: London (Streatham) – a mixture of online and in-person meetings

Remuneration: Voluntary role (reasonable expenses reimbursed)

Closing date: Monday, 13 April 2026

For more than 160 years, British Home has supported people living with complex neurological conditions, providing specialist neurorehabilitation and long-term care.

British Home is now entering an exciting new phase of clinical development. Recent investment has enabled the launch of a Level 2b intensive neurorehabilitation service and a specialist tracheostomy care ward, supporting British Home’s ambition to become a leader in neurorehabilitation and therapeutic care.

As the organisation continues to strengthen and expand its services, the Board is seeking to appoint three new Trustees with expertise in the following areas:

· Clinical

· Technology and Digital

· Property and Asset Management

Trustees play a vital role in ensuring The British Home delivers on its mission while maintaining the highest standards of governance, quality and accountability.

Working collaboratively with fellow Trustees and the executive team, you will help ensure the organisation delivers against its strategic objectives, operates effectively, and meets the expectations of its residents, patients and wider stakeholders.

Above all, we are looking for individuals who share The British Home’s commitment to excellent care, dignity and independence for those it supports, and who can bring thoughtful challenge, sound judgement and constructive support to Board discussions.

This is an opportunity to contribute your expertise to an organisation delivering life-changing rehabilitation and care, while helping to shape the future of specialist neurological services for those who need them most.

Further information

For an informal discussion about the opportunity, please contact Alex Williams at Giving Back Recruitment

Commitment to inclusion

British Home is committed to building a diverse and inclusive Board that reflects the communities it serves. Applications are particularly welcomed from individuals with lived experience of disability, and from candidates from ethnically diverse and other under-represented communities.

About us:

H4All is working to advance the health and wellbeing of residents in the London Borough of Hillingdon.

This is done through our Community Champions programme, which is an initiative made up of organisations and local volunteers who promote positive wellbeing messaging and share healthcare information.

Who are we looking for?

We are looking for committed volunteers who are interested in public health and meeting people in the community. As a Community Champion, you’ll be conducting community outreach, making new connections and supporting us with Community Health projects.

This is a meaningful opportunity to reduce health and social inequalities in the borough of Hillingdon, while gaining practical experience and benefiting from free training.

Key Responsibilities

• Engage with the public as part of community outreach efforts, including attending our roadshow events and speaking with residents about health programs and activities. This role will take place at different locations and venues across the London Borough of Hillingdon.
• Support the community by providing information on health services, resources and support networks.
• Complete a monthly log detailing any health outreach undertaken.
• Assist in survey data collection.

Benefits for you:

• Free, specialised training and mentoring provided, enhancing personal and professional skills.
• Hands-on experience in health outreach and community engagement.
• Networking opportunities with healthcare professionals, community organisations and other volunteers.
• A chance to demonstrate your commitment to community health.

Training and support given:

Mandatory training:

• Online Safeguarding and Suicide Prevention courses
• Current healthcare messaging
• NHS blood pressure testing

Throughout your time volunteering with us, there will be additional online and in-person training that will be offered (depending on interest and projects we are running).

Expenses:

We can provide expenses for travel and parking at events or training.

Skills and attributes required:

• Strong desire to make a difference in the London Borough of Hillingdon and improve the local community’s health.
• Confidence in speaking with the public and engaging with diverse communities.
• Respectful of confidentiality and procedures.
• Empathetic and understanding of others’ cultures, beliefs and backgrounds.

Desirable:

• Ability to speak a community language [e.g. Somali, Punjabi, Polish, Arabic, Urdu, Bengali, Mandarin, Spanish] would be beneficial.
• Previous experience in community health or outreach would be beneficial.

Commitment required:

• Full induction and Mandatory online courses, as well as Blood pressure checks training before starting your volunteering.
• Attend relevant training when offered.
• We ask for a commitment of 6 months due to free training and individual support/development offered to our volunteers.
• This is a flexible role, and you can select which outreach events or projects to join based on your commitments. We accept however much time you can spare.

Reporting to: Health and Wellbeing Programme Officer

Documents Required:

• In your application form, you will be asked for 2 references who have known you for at least a year. They can be from a professional, a friend, a support worker etc.
• A basic DBS check is required for public-facing roles.

To apply for this role:

A H4ALL application form must be completed. 

VOLUNTEER CASE OFFICER

Across the UK, our 60+ local branches work with disabled people to help them live the lives they choose. Our network of skilled volunteers respond to thousands of requests each year to design and make customised equipment free of charge.

Our Case Officers are a vital part of our local branch activities. They use their organisational and IT skills, sometimes along with a knowledge of engineering, to make sure their branch is best able to support people.

What the role involves

This is a varied role that each branch tends to do a bit differently, but it will involve:

• Processing and allocating cases which have come to the branch

• You may have engineering experience or be a skilled craftsperson, but this is not essential

• Using our online referral portal to manage and update case notes

• Attending regular meetings of the local branch

We can support you to develop the skills you need for this role, and there’s an induction that covers all the areas above. You’ll also have chance to discuss your role and any additional needs with us.

What you’ll need for this role

• Warm, approachable and confident to call referrers/clients to initiate discussions

• Comfortable working with people, listening to them and understanding their needs

• Able to apply our risk management system

• Able to keep people’s personal details safe

• Willing to follow Remap policies and procedures – and a commitment to our values

You’ll also need to complete the induction checklist and a reference check.

If it works better for you, there’s a possibility this role could be done remotely.

Why volunteer

When you volunteer with us, you join a community of committed people with a passion for helping to improve the lives of others. We’re a volunteer led organisation and we couldn’t do what we do without  your hard work, skills and commitment.

N.B. We’ll reimburse any out-of-pocket expenses during your time with us.

Become a Trustee at Wessex Cancer Support

Use your expertise to change lives across Wessex

Every year, over 14,000 people in Wessex hear the words no one wants to hear: “You have cancer.” At Wessex Cancer Support, we’re here to make sure no one faces that moment - or the months and years that follow - alone. We offer free, personalised emotional and wellbeing support through our four centres, outreach work and online services, helping people live well with and beyond cancer.

We’re now looking to recruit new Trustees to join our Board at a pivotal moment in our 45-year journey. As we deliver our five-year strategy and respond to rising demand, your insight and leadership will help shape the future of cancer support across Hampshire, Dorset and the Isle of Wight.

Who we’re looking for

We welcome people with professional or commercial experience in areas such as:

• Fundraising
• Marketing & brand
• IT, CRM or data management
• HR & people

But above all, we’re looking for people who share our values - compassion, purpose, inclusivity and collaboration - and who want to make a meaningful difference.

We welcome applications from people of all backgrounds and we are particularly keen to build an ethnically diverse Board to ensure we fully represent our communities.

Whether you’re an experienced trustee or stepping into governance for the first time, we’ll support you with a structured induction, mentoring and ongoing development.

What you’ll do

As a Trustee, you’ll help steer the strategic direction of the charity, support our CEO and senior team, and ensure we remain financially resilient and fit for the future.
You’ll bring your expertise, your curiosity and your commitment to helping us reach more people affected by cancer.

Time commitment:

• Four Board meetings a year
• One annual strategy day
• Optional sub-committee involvement
• Occasional events and ad hoc discussions

This is a voluntary role; reasonable expenses are covered.

Ready to make a real impact?

To apply, send your CV and a covering letter outlining why you’d like to join us and what you’ll bring to the Board.

Are you committed to driving excellence and innovation? Do you have experience leading a community of practitioners within the area of [INSERT AREA]?

As a Community of Practice Lead, you will play a crucial role in establishing and guiding a national community of practice. You will provide strategic leadership, coordination, and oversight across the community of practice, ensuring that efforts within the community across the country align with national standards and priorities while avoiding duplication of efforts.

As a Community of Practice Lead, you will:

• Support and lead the national community of practice.
• Inspire and guide community members to deliver impactful initiatives.
• Foster collaboration, strengthen professional engagement, and champion inclusivity and support.
• Play a critical role in shaping the future success of our organisation.

For more information about this role, please see the role description. 

The closing date for this vacancy is the 31st March 2026

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.

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Recent grant support has enabled a number of significant multi-year projects, including:

• British Dyslexia Association - supporting the creation of Local Outreach Hubs to increase access to dyslexia advice, assessment and early intervention within communities.

• Candlelighters - funding a Family Wellbeing Practitioner to improve emotional and practical support for families affected by childhood cancer.

• IPSEA - funding a SEND Policy Manager to strengthen national policy influencing for children and young people with special educational needs and disabilities.

• The Myton Hospices - supporting the development of the Volunteer Service, enhancing capacity and patient experience across hospice services.

Further information can be found in the recruitment pack (attached). 

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries. DDMCS does not undertake any fundraising activity, as all grant making is supported through the charity’s long-established investment portfolio. As a result, there is no requirement for the Chair to have fundraising experience.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in April (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

There will be an online Q&A session on Wednesday 1 April at 5pm where you will be able to find out more about DD McPhail and hear from our current Chair of Trustees. If you would like to attend that session, please drop us a line using the following details and we will forward an invitation 

info at ddmcphail dot org

Please read the attached Trustee Information Pack for more detail

As a Trustee, you will play a crucial role in the governance and strategic oversight of the charity, ensuring that we operate effectively, achieve our mission, and comply with all legal and regulatory requirements. Trustees are collectively responsible for safeguarding the charity’s assets, ensuring they are used exclusively to further our objectives, and overseeing the charity’s financial health, including budgets, financial controls, and reporting. Acting with integrity and in the charity’s best interests is at the heart of the role.

The Treasurer oversees the financial affairs of the charity and ensures that they are conducted legally, transparently, and in line with the charity’s governing document. Working closely with the Chair, Managing Director, Trustees, and any staff or volunteers, the Treasurer helps safeguard the charity’s financial sustainability.

We welcome candidates from professional backgrounds who share our commitment to supporting those affected by Body Dysmorphic Disorder. If your current or previous skills or experience align with this post, we encourage you to apply and join us in driving meaningful change.

Please note, this role is being advertised on an ongoing basis, with interviews conducted on an ad hoc basis.