Relevant practices, policies and procedures to govern more effectively

On 1 August 2018, the rules about automatic disqualification for trustees are changing to extend the scope of who can be disqualified from running a charity. The rules will apply to some charity senior manager positions (chief executives and finance directors – and those in equivalent roles).


New reasons for disqualification include being in contempt of court, being named under particular anti-terrorism legislation or being on the sex offenders register.

The Charity Commission has produced sample declarations for senior managers and trustees to state that they won’t be disqualified from acting in these positons after the 1 August. The Commission is encouraging individuals and charity’s to read its guidance and apply for a waiver if needed. The guidance can be downloaded from the preparing for the rule changes section of the Commission’s guidance.

The charity automatic qualification rules, how to prepare for changes to the law and other matters will be discussed at the Onboard event, ‘the role of charity trustees: practices, policies and procedures on 24 July 2018.  Please click here for more information about this event.

This information is necessarily of a general nature and doesn’t constitute legal advice. This is not a substitute for formal legal advice, given in the context of full information under an engagement with Bates Wells.

All content on this page is correct as of July 2, 2018.