Managing Trustees

Guidance for Methodist Trustees

On this page you'll find all the documents and information you need as a Methodist Trustee.

In the video below, if you click  the small button in the top right on the video player you can open the whole playlist of videos.

Role Of A Trustee
 (PDF) - last updated 2009
Guidance for managing trustees on Church Councils, Circuit Meeting and the District Trustees  

Role Of A Trustee [printer-friendly text only version] (PDF) - last updated 2009

The Essential Trustee (Charity Commission guidance) - last updated February 2020

Managing Trustees and their responsibilities (PDF) - last updated 2006

Guidance for charities with connection to a non-charity  - last updated 2019

Managing conflicts of interest (PDF) - last updated 2019

Rules for automatic disqualification of trustees and senior managers (PDF) - last updated 2018

Implementing the Charity Governance Code: a Toolkit for Micro Charities (PDF) - last updated June 2019 

Electronic Signatures - last updated March 2020

Guidance on Church closures, (PDF)  and (Word version) - last updated July 2021 

Data protection and retention:

Data protection guidance and toolkit (external link) 

Insurance, risk assessment, security:

Detailed risk assessment documents for fire risk, asbestos risk and more can be found on this page of the property section of the Church's website.  

Methodist Insurance have a range of resources for churches, covering various aspects of property management:

Methodist Insurance  Resource Library (link)
Developing a Church Health and Safety Policy (link)


Managing Trustees and Methodist Money - last updated 2010; page under review

Criteria for Replacement Projects under SO973  (PDF) - last updated  09/21

Standard Form of Accounts (link)

Prepare a Charity Annual Return: Charity Commission guidance (link)

Example of a Trustees Annual Report (Local Church) (PDF)
(based on the Charity Commission's model format)

Example of a Trustees Annual Report (Circuit) (Word doc)


If you need any further information, please contact the Conference Office

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