In providing support to trustees regarding governance and compliance, we take account of whether the charity is incorporated, unincorporated and whether it is a registered provider. We aim to provide relevant and proportionate responses and assistance.
|Clerking||Trustee support with meetings (agendas, board packs, minutes, matters arising), secure messaging (for GDPR purposes).|
|Regulatory submissions||Charity Commission submissions, updating Charity Commission records, NROSH (for registered providers). See Financial Management for Companies House.|
|Advice and guidance||Policies, procedures, best practice including the Charities Code of Governance and monitoring new practices and regulations.|
|Setting charges||Assistance to the trustees in setting WMC and service charges (RSL or non-RSL).|
||Grant making and ‘pension’ services are provided where trustees also engage in such activities.|