Safeguarding and Welfare Policy


20 minutes to complete

Straightforward safeguarding and welfare policy which sets out the charity’s commitments in relation to safeguarding and how safeguarding concerns should be reported.

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Is this right for me?

This document is right for your organisation if:

  • Your organisation is a charity registered with the Charity Commission for England and Wales;
  • You do not have a safeguarding and welfare policy for your charity or you would like to adopt a new policy; and
  • Your charity does not work directly with children or vulnerable adults (i.e. it does not engage in ‘regulated activity’).

This document is not right for your organisation if:

  • Your organisation is not a charity registered with the Charity Commission in England and Wales. Although this policy could be adapted for unregistered charities or charities in other jurisdictions, it is primarily intended for charities registered with and regulated by the Charity Commission for England and Wales; and
  • Your charity works with children or vulnerable adults. If you do work with these groups, we recommend that you seek specific legal advice in relation to the policy. The team at Bates Wells Braithwaite would be happy to assist with any such enquiries.

Please note: After our step-by-step customisation process, the document will be sent to you in an uneditable PDF format. 

What you'll need…

What do I need before I start?

You will need to know the following information. There will be information provided throughout the questionnaire to help you answer the questions:

  • Your charity’s full name;
  • The list of policies the charity already has in place which may be relevant to a safeguarding incident, for example: whistleblowing policy, complaints policy, HR requirement policy, code of conduct, etc.;
  • The name of the policy/document(s) which confirms that trustees must act in the best interests of the charity and its ultimate beneficiaries (this may be stated in a trustees’ induction pack, handbook, etc.);
  • Whether you have a Code of Conduct that sets out expectations about the behaviour of staff and others involved in the charity;
  • The name, position, and contact details (email and telephone number) of the senior employee who will act as Designated Safeguarding Officer. This is the person in the charity to whom staff should report any concerns or suspicions regarding possible/actual harm to a beneficiary or other person connected to the charity (for example abuse, exploitation, and neglect and policy non-compliance, or risk of such). They should be trained about safeguarding appropriate to the requirements of the role;
  • The name, position, and contact details (email and telephone number) of the senior employee who will act as Deputy Designated Safeguarding Officer. This is the person to whom concerns should be reported if the Designated Safeguarding Officer is not available or has a conflict of interest;
  • The name and contact details (email and telephone number) of the trustee who will act as Safeguarding Lead trustee. This is the trustee who will have oversight of safeguarding and welfare arrangements and will receive reports of any safeguarding and welfare incidents that arise, to be reported to the entire Board as appropriate
  • The email address to which individuals can email concerns in respect of safeguarding issues. We recommend that this is accessible by the Designated Safeguarding Officer, Deputy Safeguarding Officer and the Safeguarding Lead Trustee;
  • The telephone number of the charity’s headquarters or main office;
  • The date you wish the policy to be reviewed. Our template recommends that the policy is reviewed annually, when there is a change in UK law and/or best practice or when an incident occurs that highlights a need for change – whichever occurs first.


Remember: If you don’t have everything you need you can make a start, save the information and return to complete the form another time.





Q: What is the process?

A: Once you have logged in and paid for the form you will be asked a series of questions. These questions help us to create exactly the right document for you. There is lots of information to help you. Once you have finished the document it will be emailed to you with more instructions about what to do next.

Q: What if I don’t have time to complete the form?

A: If you don’t have all the information you need or if you get interrupted you can save the information you have inputted and return to the document later.

Q: What if I want more information about other policies?

A: You may find some of the other resources on BWB Get Legal helpful, there are a range of different policies available that may be useful to your organisation. If you would like more specific advice about your organisation’s circumstances, please contact BWB at or 020 7551 7777 and a member of our legal team will be able to give an estimate for providing bespoke advice.


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How it Works

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    Select a legal document you need from our library.

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    Answer some simple questions on your organisation.

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    Your customised PDF document is emailed to you.