Governance – Citizens Advice Bournemouth Christchurch & Poole
As an independent charity, Citizens Advice Bournemouth Christchurch & Poole is governed by a Board of Trustees.
The primary role of the Trustee Board is to ensure Governance of the Citizens Advice Bournemouth Christchurch & Poole activities.
Governance means the way the organisation is set up and run. It is partly about the procedures, policies, documents and management arrangements in place for the way the organisation is administered and controlled, including its finances and delivery of what it has been set up to achieve. It is also about the organisation’s relationships with the stakeholders and the aims and objectives of the organisation.
The Trustee Board operates in much the same way as any company board of directors, but has no shareholders to be responsible to, instead its responsibilities are covered by Charity Commission rules and Legal requirements.
Ensuring compliance – Trustees must ensure that their charity complies with:
- Charity law, and the requirements of the Charity Commission as regulator; in particular you must ensure that the charity prepares reports on its work, and submits annual returns and accounts as required by law.
- The requirements or rules, and charitable purpose and objects, set out in the charity’s own governing document. All trustees should have a copy of this document and be familiar with it.
- The requirements of other legislation and other regulators (if any) which govern the activities of the charity.
- The requirements for trustees to act with integrity, and avoid any personal conflict of interest or misuse of charity funds or assets. You should check the charity’s governing document for provisions in relation to conflict of interests.
Duty of prudence – Trustees must:
- Ensure that the charity is and will remain solvent; this means that you need to keep yourself informed of the charity’s activities and financial position.
- Use charitable funds and assets wisely, and only to further the purposes and interests of the charity.
- Avoid undertaking activities that might place the charity’s property, funds, assets or reputation at undue risk.
- Take special care when investing funds of the charity or borrowing funds for the charity to use.
Duty of care – Trustees must:
- Exercise reasonable care and skill as trustees, using personal knowledge and experience to ensure that the charity is well-run and efficient.
- Consider getting external professional advice on all matters where there may be material risk to the charity, or where trustees may be in breach of their duties.
Anne Joseph – Chair
Anne is a qualified Solicitor who has held a number of senior corporate in-house roles in legal and government affairs. She is currently Director of Public Policy Europe at RELX plc. Her past charitable engagements have included being seconded pro bono as strategic adviser to several leading charities through the Pilotlight organisation. More recently she served six years as Chair of Trustees to Citizens Advice in Dorset, a consortium of local Citizens Advice offices.
Jane Burrows – Vice Chair
Jane is a member of the Chartered Trading Standards Institute. In 1997 she went to work for the unitary council at the Borough of Poole and became a Principal Officer, taking on a wide role across all regulatory functions for Trading Standards as well as Environmental Health and Licensing. Through a liaison role on consumer protection, she became a trustee for Citizens Advice BCP.
Matthew is a practising law solicitor, originally qualified as a barrister in 1999. He initially worked in criminal law but switched to family law when he moved to Bournemouth in 2000. During his time at Gales Solicitors he has dealt with a wide range of family problems including domestic violence and care cases. He became involved with Citizens Advice 11 years ago as a trustee.
Before retiring in 2014, Andrew worked in the IT industry for over 35 years in a variety of sectors, including over 20 years in Investment Banking where he specialised IT development, Project Management, and IT Risk & Control. Prior to moving to Bournemouth in 2020, Andrew was a Trustee of a learning disability charity in Woking, Surrey
Marianne’s career centres around Public Service both on a local and a national level. She has worked with leaders in local government, health, police, fire and the civil services in order to support large development programmes aimed at improvement of the services. For over ten years she had been Area Chair of a large Bereavement Support Charity.
David grew up in Christchurch becoming a qualified management accountant who held several financial director roles in manufacturing companies. In years prior to retirement, he worked for PWC in Business Recovery Services specialising in Working Capital Management. As a retirement hobby, he purchased and ran a small hardware shop in Upton, which his son is now running. More recently he held Non Exec roles with Magna Housing Association, Healthcare Dorset and then in early 2019 joined Citizens Advice Bournemouth Christchurch & Poole.
Rod spent most of his working life in education, both in this country and overseas. Prior to retiring, he was a Director in a Further Education College. He was a Bournemouth Councillor and Bournemouth Mayor 2013/14. His publications include books on Chinese Temples, Recreational Mathematics, and guides to Bournemouth and Poole. His Ph.D. follows research in low temperature physics.