Annual and quarterly reports
We would like to thank creative agency D8 for designing our annual reports.
Annual General Meeting and Conference
2016 Minutes Annual review
2015 Minutes Annual review Financial report Local groups Jenny Tonge talk
2014 Minutes Annual review Financial report Local groups Crispin Tickell talk
2013 Minutes Report Overview Education Finance Local groups
Financial statements for previous years.
Sources of income, reserves and investments
Our income comes primarily from our many individual members. Please feel free to contact us with any questions or comments you may have about the reports. Our reserves policy is to retain a sufficient amount to enable us to maintain our activities at the current level in foreseeable circumstances. The level of reserves is reviewed annually and is set at £250,000. Our reserves are spread between several reputable UK organizations to limit risk. In addition, we invest in conservative stock market instruments.
Constitution and compliance
We are a company limited by guarantee (3019081) and a registered charity (1114109). We are governed by our Articles of Association. We operate within the guidance of Companies House and the Charity Commission. We benchmark our governance against best practices.
Transparency and risk
We were deemed “the highest-scoring small organization” in the Bond Transparency Review 2015 – Cohort Report. If you cannot find information about us that you are seeking, please contact us. No board member has a pecuniary interest in our activities, and they are remunerated only for modest expenses. Team members have no pecuniary interest in our activities other than payment for duties and expenses.
We review our governance and risk register regularly. Risks deemed to be significant have been identified as the loss of key personnel, management information and funds. Actions taken to reduce the likelihood and impact of these risks include multiple ownership of business-critical data, offsite backup of key information and a conservative approach to investment.
Policies and guidelines
Our policies and guidelines affirm our responsibilities, improve our performance and minimize risk.
Duty of care
|Health and safety
Personal safety at events
Safeguarding vulnerable people
|Conflict of interest
Corruption and fraud
Gifts and hospitality
Investment & reserves
Investment committee ToR