Brad is on the roll of solicitors of England & Wales but does not hold a practising certificate and does not provide legal advice.
Updated June 2026 · England & Wales
If you run or volunteer for a charity in England or Wales, safeguarding is not an optional extra, it sits at the heart of what trustees are expected to do. A safeguarding policy is the written framework that explains how your organisation prevents harm to the people it works with, how it responds when something goes wrong, and how everyone involved knows their role.
It is both a moral duty and, for most charities, a regulatory expectation set by the Charity Commission. I'm Brad Askew, and in my work with trustees and small charity founders I see the same pattern again and again: good intentions, patchy paperwork.
This guide walks through what a safeguarding policy should actually contain, who it needs to protect, and the practical steps trustees can take to move from a document on a shelf to a culture that genuinely keeps people safe.
Overview
A safeguarding policy is a written statement that sets out how a charity protects children, adults at risk, staff, volunteers, and anyone else who comes into contact with the organisation. It typically covers who is considered vulnerable, what kinds of harm the charity is alert to (physical, emotional, sexual, financial, neglect, online and more), and the procedures people must follow if they have a concern.
For registered charities, the Charity Commission treats safeguarding as a key governance priority, trustees are expected to take reasonable steps to protect people who come into contact with their charity from harm. The policy works alongside related documents such as a code of conduct, a whistleblowing policy, recruitment and DBS procedures, and guidance on confidentiality and data protection.
It should be proportionate to the size and activities of the charity: a small community group running occasional events needs something far simpler than a national charity delivering frontline services, but both need a policy that is genuinely used rather than simply filed away.
Key steps
Identify who the policy needs to protect. Map out every group your charity comes into contact with, beneficiaries, children, adults at risk, volunteers, staff, contractors, visitors, and online users. Consider the specific risks each group faces in the context of your activities, because a youth club, a food bank, and a research charity will each encounter very different safeguarding scenarios in practice.
Appoint a Designated Safeguarding Lead and trustee champion. Assign a named person responsible for handling concerns day-to-day, with a nominated trustee holding board-level oversight. Set out their contact details, decision-making authority, and the training they should complete. Without clear ownership, reports get missed, responses are inconsistent, and trustees lose the ability to assure themselves that the policy is working.
Write clear reporting and response procedures. Describe exactly what a staff member or volunteer should do when they suspect or witness harm: who to tell, how quickly, what to record, and when to escalate externally to the police, local authority, Charity Commission, or DBS. Include timescales, template incident forms, and guidance on preserving evidence and maintaining confidentiality throughout the process.
Build safeguarding into recruitment and training. Put safer recruitment practices in place, including references, identity checks, and DBS checks at the appropriate level where roles are eligible. Ensure induction covers the policy, and set a schedule for refresher training. Volunteers often slip through this net, so make sure your procedures apply consistently to everyone in a position of trust.
Review, test, and learn from incidents. Treat the policy as a living document. Review it at least annually, after any serious incident, and whenever the charity's activities change materially. Log all concerns and near misses, discuss themes at trustee meetings, and update training and procedures based on what you learn so the framework keeps pace with real-world risks.
In practical terms, yes. The Charity Commission expects trustees of all registered charities to take safeguarding seriously, and most grant funders and insurers will ask to see a written policy. Even very small charities that do not work directly with children or adults at risk should have a short, proportionate policy covering staff, volunteers, and anyone they interact with through their activities.
Q Who counts as an 'adult at risk'?
The term generally refers to an adult who has care and support needs, is experiencing or at risk of abuse or neglect, and is unable to protect themselves because of those needs. It covers a wide range of situations, older people, people with disabilities, those with mental health difficulties, or individuals in temporary crisis. Your policy should define the term in a way that fits the people your charity works with.
Q When should safeguarding concerns be reported to the Charity Commission?
Trustees must report serious incidents to the Charity Commission, which includes significant safeguarding issues such as abuse of beneficiaries, allegations against trustees or staff, or serious failures in safeguarding arrangements. Reports should be made promptly. Guidance on what counts as a serious incident and how to submit a report is published on gov.uk and should be consulted when a concern arises.
Q Do trustees need DBS checks?
It depends on the role. Trustees of charities working with children or adults at risk are generally eligible for enhanced DBS checks, and trustees of some charities must be checked by law. Not every trustee role is eligible, so the charity should assess each position against the DBS eligibility criteria. The Charity Commission and DBS both publish guidance on when checks are required or recommended.
Q How often should a safeguarding policy be reviewed?
At minimum, review the policy annually and record that review in trustee minutes. You should also revisit it whenever there is a significant change, new activities, a merger, a serious incident, or updates to relevant law or statutory guidance. A policy that has not been touched in several years is a red flag to regulators, funders, and anyone joining the charity.
Q What is the difference between safeguarding and health and safety?
Health and safety focuses on preventing physical injury and managing environmental risks, trip hazards, fire safety, equipment, and so on. Safeguarding is about protecting people from abuse, neglect, and exploitation, whether by staff, volunteers, other beneficiaries, or third parties. The two overlap but are not interchangeable, and a charity typically needs separate policies that cross-reference each other where relevant.
Q Can a small charity use a template safeguarding policy?
A template can be a useful starting point, but it should never be adopted unchanged. Safeguarding policies only work when they reflect the charity's actual activities, the people it serves, and the roles of those involved. Trustees should review and adapt any template, get input from staff and volunteers, and make sure the final version is genuinely workable rather than generic.
Unsure what your safeguarding policy should cover?
Getting safeguarding right as a trustee means more than copying a template, it means understanding how the framework fits your charity's activities and risks. An experienced legal adviser can talk you through the key considerations based on what you describe about your organisation and help you feel clearer on your next steps.
✓Plain-English answers to your specific questions about safeguarding duties
✓Practical perspective on what to prioritise based on what you describe
✓Guidance on how trustee responsibilities apply to your situation
✓Clarity on where to focus before finalising your policy
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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.
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.