Stephen  Lloyd

Stephen Lloyd

Stephen Lloyd is senior partner and head of the charity and social enterprise department at Bates Wells & Braithwaite. He has been a partner at BWB since 1984, and has particular expertise in the interface between charities and trading.

He is author and presenter of numerous articles and seminars, and an adviser to CAF's Venturesome Investment Fund. He is a former chairman of the Charity Law Association, and current chairman of CaSE, LifeHaus Plc and the Centre for Innovation in Voluntary Action.

Lloyd was instrumental in creating the Community Interest Company legal structure.

 

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Displaying 1 to 8 (of 8)

Hind: 'A breath of fresh air'

Tania Mason looks back over the six years of Andrew Hind’s leadership of the Charity Commission, and charts the actions that created a regulator fit for the 21st Century

Trustees and insurance

In a recession, insurance claims rise. But that is just one reason for trustees to get more involved in their insurance. Here are a few tips on things to look out for…

Annual reports: hiding is no option

Stephen Lloyd responds to a trustee rightly concerned about the consequences of not fully disclosing details of major risk facing the company in their annual report, as required under the Companies Act 2006.

Are trustees at risk?

Stephen Lloyd and Tracey Reynolds examine the types of risks trustees face and whether insurance can help with these risks.

Quite frankly if the leadership team can't announce bad news they shouldn't be in the job. Where on earth did this idea come from?

» Charity boards should communicate redundancies to staff, says NPC report

Charities and fraud

One of the risks that any charity faces is fraud. It is not a major risk – only a few charities, thankfully, are the victims of frauds. But fraud happens. It can involve employees, volunteers or property.

Swapping roles: trustee to chief executive

A lone voice on the board asks for advice on the rules and regulations regarding trustees becoming employees and employees becoming trustees. Stephen Lloyd responds.

September 2005 Finance Update

Small payments to trustees (less than £1,000 to all trustees in total in any year) require no authority from the Charity Commission provided that certain conditions are met.

To be, or not to be a trustee

A legal horror story in which the distinction between trustees and members was fatally forgotten.

Displaying 1 to 8 (of 8)

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A checklist for launching mobile donations

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Recent regulatory changes have made it easier than ever for UK charities to collect donations via mobile....

How to implement a new CRM

10 May 2013

So you have the budget for a new all-singing, all-dancing CRM system. Great! But what do you need to do...

The secrets of good job design

2 May 2013

Poor job design of back-office roles often leads to salary inflation, warns Laura Dawson.

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