Pension manager volunteer roles

IKWRO is a registered charity which provides advice and support to Middle Eastern, North African and Afghan women and girls living in the UK, who have experienced, or are at risk of all forms of “honour” based abuse, including; forced marriage, child marriage and female genital mutilation (FGM), or domestic abuse.

We work with women and girls of all ages, including lesbian women, bisexual women and trans women. We offer services in Kurdish, Farsi, Arabic, Dari, Pashto, Turkish and English.

The overall role of a treasurer is to:

• Maintain an overview of the organisations’ affairs
• Ensuring its financial viability
• Ensuring that proper financial records and procedures are maintained.

General responsibilities

• To ensure that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations.
• To ensure that the organisation pursues its objects as defined in its governing document.
• To ensure the organisation applies its resources exclusively in pursuance of its objects (the charity must not spend money on activities which are not included in its own objects, no matter how worthwhile or charitable those activities are).
• To contribute actively to the board of trustees' role in giving firm strategic direction to the organisation, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets.
• To safeguard the good name and values of the organisation.
• To ensure the effective and efficient administration of the organisation.
• To ensure the financial stability of the organisation.
• To protect and manage the property of the charity and to ensure the proper investment of the charity's funds.
• If the charity employs staff, to appoint the chief executive officer and monitor his/her performance.

In addition to the above statutory duties, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve:

• Scrutinizing board papers
• Leading discussions
• Focusing on key issues
• Providing guidance on new initiatives
• Other issues in which the trustee has special expertise

Additional duties of the treasurer

• Overseeing, approving and presenting budgets, accounts and financial statements
• Being assured that the financial resources of the organisation meet its present and future needs
• Ensuring that the charity has an appropriate reserves policy
• The preparation and presentation of financial reports to the board
• Ensuring that appropriate accounting procedures and controls are in place
• Liaising with any paid staff and volunteers about financial matters
• Advising on the financial implications of the organisation's strategic plans
• Ensuring that the charity has an appropriate investment policy
• Ensuring that there is no conflict between any investment held and the aims and objects of the charity
• Monitoring the organisation's investment activity and ensuring its consistency with the organisation's policies and legal responsibilities
• Ensuring equipment and assets are adequately maintained and insured
• Ensuring that the 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
• If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented
• Keeping the board informed about its financial duties and responsibilities
• Contributing to the fundraising strategy of the organisation
• Making a formal presentation of the accounts at the annual general meeting and drawing attention to important points in a coherent and easily understandable way
• Sitting on appraisal, recruitment and disciplinary panels as required

Treasurer person specification

• Commitment to the organisation
• Willingness to devote the necessary time and effort
• Strategic vision
• Good, independent judgment
• Ability to think creatively
• Willingness to speak their mind
• Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
• Ability to work effectively as a member of a team
• Nolan's seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership
• Financial qualifications and experience
• Some experience of charity finance, fundraising and pension schemes
• The skills to analyses proposals and examine their financial consequences
• Preparedness to make unpopular recommendations to the board
• Willingness to be available to staff for advice and enquiries on an ad hoc basis

Trustees for innovative Charity reducing social isolation and loneliness

Haringey Circle is a membership-based charity with c.800 members, free to join, open to anyone over the age of 50 and disabled adults in Haringey. We provide social activities, events and information to help our members to connect, get active, keep learning, and to stay as independent as possible.

If you are over 50 years of age living in the London Borough of Haringey (member) or live outside Haringey and have knowledge and /or experience to contribute to the Board (co-opted member) we would like to hear from you.

We welcome applications from those whose voices are often unrepresented, and can provide a viewpoint from, for example our ethnic minority, from LGBTQIA+ or disability communities.

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.

About Us

Cherry Trees is a charity. located in East Clandon (near Guildford, Surrey), providing home-from-home short breaks for children aged 0–19 with a range of complex disabilities, including learning, physical, and sensory impairments.

We are rated ‘outstanding’ by Ofsted and care for more than 100 children and young people in a safe, stimulating, and fun environment. At Cherry Trees, we see the child first and the disability second, valuing every child for who they are. We are a dedicated community, enabling children to spend time with friends and enjoy new experiences while their families have a much-needed break from care.

It’s an exciting time to join Cherry Trees. We have recently recruited a new Head of Fundraising and Communications who will be building the team as we invest in a programme of service growth in conjunction with a new 5-year strategy which will be publicised in 2026.

What difference will you make?

Cherry Trees offers a lifeline to vulnerable children and their families. As a Trustee, you will play a key role in helping us to grow and develop and to enable us to continue to provide support and a critical lifeline to even more vulnerable children and their families in great need. Alongside a team of 8 trustees you will play a key role in ensuring we have the maximum impact we can for our community.

Role Description

The treasurer is an officer of the trustee board and not a paid worker. The role of the treasurer is to ensure that all the finances and the supporting financial control systems are kept in order.

Key objectives of the role:

• To provide strategic advice to the Trustees on financial matters as regards the operation and development of Cherry Trees within the direction set by the Chairman of the Trustees.
• To oversee the financial affairs of the Charity and ensure that they are legal, constitutional and within accepted accounting practice.
• To ensure that proper records are kept and that effective financial procedures are in place.
• To monitor and report on the financial health of the Charity.
• To oversee the production of necessary financial reports, returns, accounts and audits.
• The role requires active participation in board meetings and collaboration with fellow trustees and the executive team to support Cherry Trees’ mission.
• The will be a minimum of 8 board and committee meetings to attend

Principal Tasks

The responsibilities of the treasurer are essential for maintaining the financial stability and integrity of the charity, ensuring that it can continue to fulfil its mission and objectives. Specifically, these include:

Financial oversight

• Ensure that all financial records are accurate, up to date and compliant with legal and accounting standards.
• Ensure that effective financial procedures and controls are in place.
• Appraise the financial viability of plans, proposals and feasibility studies.
• Chair the Management and Finance Committee (M&F) quarterly, monitor performance against budgets and ensure that Capital Expenditure is properly controlled in line with the latest Capex Policy approved by the Trustees.
• Attend half-yearly meetings of the Investment Committee at which the Charity’s investment brokers report on their management of the Cherry Trees investments and measure performance against their benchmark.
• Liaise with the investment brokers as necessary to ensure that adequate liquidity (cash flow) is available and that Cherry Trees is able to meet its liabilities.
• Assist the trustees and management in ensuring that the financial reserves of Cherry Trees are maintained at an appropriate level.

Budget Management

• Oversee the production of the annual budget and propose its adoption by the board.

Financial reporting

• Work closely as necessary with the CEO and COO to appoint appropriate external auditors and to ensure that any audit recommendations are implemented in a timely manner.
• Oversee the production of necessary financial reports and accounts and present them, along with any audit recommendations, to the board.

Strategic advisory

• Provide strategic advice to the board on financial matters and help shape the charity's financial strategy.
• Work closely with the CEO and COO to ensure that a long-term financial strategy is in place, which can guide the organisation in achieving its objectives.

Board liaison

• Regularly report the financial position and ongoing financial viability of the charity at board meetings.
• Make fellow trustees aware of their financial obligations and take a lead in interpreting financial data.
• Assist the trustees in ensuring that appropriate steps are taken to manage financial risks that could impact significantly upon Cherry Trees.

Personal skills and qualities

• Knowledge of bookkeeping and financial management.
• Good financial analysis skills with the ability to think about the future as well as the present.
• Strong working knowledge of Excel.
• Be methodical, organised and consistent.
• Ability to communicate clearly.
• Have a strong commitment to the organisation.
• Some experience or knowledge of charity finance, fundraising and pension schemes would be an advantage.

Qualifications

• Strong skills and experience in Financial Statements and Accounting
• Proficiency in Financial Planning, Budgeting, and Finance
• An understanding of charitable organisations and nonprofit financial management is a plus
• Good communication and teamwork abilities
• A commitment to the vision and values of the Cherry Trees Charity
• Professional qualifications in accounting or finance are desirable

Safer Recruitment

Due to the vulnerability of our children and young adults, applicants will be required to complete a short application form and will require an Enhanced DBS check, which the charity will facilitate.