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Trustee and Co-opted roles

We are looking for progressive, forward-thinking individuals with investment management, legal, accounting, fundraising or service delivery experience to join our Board of Trustees.

About us:

The Bank Workers Charity exists to help current, former and retired bank employees and their families across the UK by providing information, advice, expert support and financial help. We were set up as a benevolent fund in 1883 and have evolved over the years – this is an opportunity to join us as we embark on the next stage of our journey.

About the role:

The Board presently comprises 10 trustees, each also serving on a Committee specialising in Finance and Investment, Audit and Risk, and People. We are in search of up to three new trustees or co-opted individuals with expertise in investment management, legal, accounting and financial management, as well as experience in the voluntary sector, service delivery, or fundraising to join us.

Our aim is to diversify and strengthen the board’s skill set while ensuring effective succession planning. We welcome those with additional skills such as social policy and charity governance experience, as we plan for the next 12 to 18 months.

As a trustee, you will share responsibility for overseeing our charity’s operations alongside your fellow trustees. BWC offers training and support to aid your development in this role. While familiarity with banking is not required, ensuring our charity adequately supports current and former bank workers is essential. We are committed to ensuring diversity and practical experiences are represented on our Board and Committees.

We are also open to individuals interested in joining a Committee in a co-opted capacity, which may suit those with limited availability seeking to gain experience before considering a trustee role.

The estimated time commitment is six to eight hours per month, including quarterly Board meetings and one strategy day (in May or November), held in person during working hours. For more details on the roles, please refer to the applicant information pack.

Please note that these positions are voluntary and unpaid, with reasonable expenses reimbursed. All applicants are subject to Disclosure and Barring Service vetting.

How to apply:

To apply, please submit your CV and personal statement by email to stating:

  1. Why would you like to be a Trustee?
  2. What do you hope to gain?
  3. What do you hope to offer?

Closing date: 5pm, Thursday 25 April 2024



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