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Safeguarding Policies for Charities: A Trustee's Guide | LegalDocuments.co.uk

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Updated June 2026 · England & Wales
Safeguarding sits at the heart of responsible charity governance. It is not simply a box-ticking exercise, but a continuous commitment to protecting everyone who comes into contact with your organisation, beneficiaries, staff, volunteers, visitors and the wider public. For trustees, the duty is personal as well as corporate. The Charity Commission expects trustees to take reasonable steps to prevent harm, respond properly when concerns arise, and build a culture where people feel safe to speak up. This guide sets out how trustees in England and Wales can approach safeguarding in a structured way: what it covers, where the legal and regulatory expectations sit, and how to translate good intentions into practical policies that actually work day to day. It is written for trustees who want to understand the territory clearly, without wading through jargon or generic templates.

Overview

Safeguarding in a charity context means the steps an organisation takes to protect people from harm, abuse, neglect and exploitation, and to respond appropriately when concerns are raised. It applies to children and adults at risk, but the modern view extends further: it includes staff, volunteers, contractors, partners overseas and members of the public who interact with your charity.

The Charity Commission treats safeguarding as a core trustee duty, not an optional add-on. Trustees are expected to identify risks specific to the charity's activities, put proportionate controls in place, and keep those controls under review. For some charities, particularly those working with children, vulnerable adults, or in international aid, the risks are significant and the safeguards must be robust.

For smaller charities, the scale may be different, but the underlying duty is the same. Safeguarding also covers reputational and cultural matters: how complaints are handled, how power imbalances are managed, and how the charity demonstrates accountability when things go wrong. A strong safeguarding approach protects people first, and the charity's mission second.

Key steps

  1. Map your risks honestly. Start by looking at who your charity interacts with and where harm could realistically occur. A youth group faces different risks from a grant-maker or a community food bank. List the activities, the people involved, and the points where vulnerability or power imbalance exists. This risk map becomes the foundation for every policy that follows and should be revisited at least annually.
  2. Write a safeguarding policy that fits your charity. Avoid lifting a generic template word for word. Your policy should name the risks you actually face, set out how concerns are raised, who handles them, and what timescales apply. Include clear definitions, reporting routes, and the lead trustee or officer responsible. A policy nobody reads is worse than a short one everyone understands.
  3. Embed safeguarding into recruitment and training. Use proportionate checks, including DBS checks where roles are eligible, for staff and volunteers. Induct everyone on the policy, make refresher training routine, and ensure trustees themselves are trained. Safeguarding culture starts at the top, and trustees who cannot describe the policy in plain English are unlikely to enforce it credibly.
  4. Create clear reporting and response procedures. People need to know exactly how to raise a concern, to whom, and what will happen next. Include routes for confidential or whistleblowing reports, and make sure concerns can bypass line management where necessary. Record everything. Serious incidents may need to be reported to the Charity Commission, the police, or the relevant local authority safeguarding team.
  5. Review, learn and report. Treat safeguarding as a standing trustee agenda item, not a once-a-year tick. Review incidents, near misses and complaints for patterns. Update policies when the law, guidance or your activities change. Include a short safeguarding section in your annual report to demonstrate accountability to funders, beneficiaries and the Commission.

Common questions

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Common questions

Q Who is responsible for safeguarding in a charity?
Ultimate responsibility rests with the trustee board collectively. Trustees cannot delegate the duty away, although day-to-day handling is often led by a designated safeguarding lead, a senior staff member or a nominated trustee. The Charity Commission holds trustees accountable for ensuring the charity has adequate policies, a culture that supports disclosure, and proper responses when concerns arise. Every trustee should understand the basics, not just the lead.
Q Does safeguarding only apply to charities working with children?
No. While charities working with children or adults at risk have heightened duties, safeguarding applies to every charity. Staff, volunteers, beneficiaries and the public can all be exposed to harm, bullying, harassment or exploitation. The Charity Commission expects trustees of every charity to assess their specific risks and put proportionate measures in place, even where direct work with vulnerable groups is not the main activity.
Q When must a safeguarding incident be reported to the Charity Commission?
Trustees have a duty to report serious incidents, which can include actual or alleged abuse, significant harm, or failures in safeguarding practices. Criminal matters should also be reported to the police, and relevant safeguarding concerns to the local authority. The threshold and process can change, so check current Charity Commission guidance on reporting serious incidents before deciding how to escalate.
Q Do we need DBS checks for all volunteers?
Not automatically. DBS eligibility depends on the role and the people it involves, not everyone qualifies, and checking where it is not permitted is itself a problem. Roles involving regulated activity with children or adults at risk typically require enhanced checks. Trustees should assess each role against current DBS guidance and document the reasoning, rather than applying blanket rules.
Q How often should a safeguarding policy be reviewed?
A reasonable baseline is an annual review by the trustee board, with additional reviews triggered by incidents, changes in the law, new activities, or updated Charity Commission guidance. Reviews should be more than a signature exercise, trustees should check whether the policy reflects what actually happens, whether staff understand it, and whether recent incidents suggest any gaps worth closing.
Q What should a small charity with limited resources do?
Proportionality matters. A small charity is not expected to match the systems of a national one, but it still needs a clear policy, named responsibilities, and a sensible reporting route. Focus on the specific risks your activities create, document how you handle them, and use free resources from the Charity Commission and NCVO. Doing the basics well is better than copying a policy you cannot implement.
Q Can trustees be personally liable for safeguarding failures?
Trustees can face personal consequences where they have acted in breach of their duties, for example by ignoring clear warnings or failing to act on serious concerns. The Commission can disqualify or remove trustees, and in serious cases other legal consequences may follow. Acting honestly, taking reasonable steps, and documenting decisions provides significant protection and reflects what the law expects of trustees.
If you're dealing with this kind of situation, a call with an experienced legal adviser can help you work out the right next step — from £149.

Sources

This guide is based on primary UK law and official guidance.

Brad Askew, Solicitor (non-practising)

Written & reviewed by

Brad Askew Solicitor (non-practising)

Brad is on the roll of solicitors of England & Wales but does not hold a practising certificate and does not provide legal advice. LegalDocuments.co.uk is not a law firm and does not provide regulated legal advice.

Legal disclaimer
This article is for general information only. It is a tool to help you find your way — not legal advice, and not a substitute for speaking to a qualified adviser about your situation.