Guides

The duties your board actually carries.

Plain summaries of the obligations UK boards, trustees and safeguarding leads are held to, written from the official guidance and linked to it. No sign-up, no gated PDF. Each one ends with the same question, because it is the one we built ComplyChat to answer: if someone asked you to produce the record, could you?

01

Governance and the board

Charity trustee responsibilities: the six main duties
What the Charity Commission expects of a trustee, taken from CC3: the six duties, who is eligible, chair and treasurer roles, and when trustees can be personally liable.

Conflict of interest policy: what it must include
The types of conflict a policy must cover, the seven questions it has to answer, how a conflict is managed in a meeting, and what happens when one is not disclosed.

Minute taking: what to record and what to leave out
What belongs in meeting minutes and what does not, who should take them, a reusable structure, and why the minute book no longer sees every decision.

Chair of governors: responsibilities and powers
What a chair leads and what they do not, the powers the role actually carries, what chair's action means and when it may be used, and whether a chair can suspend a headteacher.

02

Work conversations on personal phones

Staff WhatsApp groups in schools: the rules and what a policy should say
Whether a school can require staff to join, when messages become a safeguarding or data protection problem, whether they can be used in disciplinary proceedings, and what no policy can fix.

WhatsApp in schools: parents, staff and the rules that apply
Parent class groups and the school's position, whether to use it with parents at all, what the 24-hour rule actually means, and age limits.

Is WhatsApp GDPR compliant for work?
The three different things called WhatsApp, the five duties that are hard to meet whichever you mean, whether an employer can require its use, and what metadata Meta receives.

Subject access requests and WhatsApp messages
What an employer must disclose, what may be withheld or redacted, how tribunals treat them, and what to do when the messages cannot be produced at all.

03

Safeguarding and raising concerns

Safeguarding in care homes: the six principles and the five Rs
What safeguarding means under the Care Act 2014, the six principles, the five Rs, examples of safeguarding issues, and when a concern must reach CQC and the local authority.

Keeping children safe in education: the records it asks for
KCSIE 2026 in outline - the five parts, what changed from 2025, and the records the statutory guidance expects schools and colleges to keep.

Whistleblowing policy: what it must include
Which disclosures the Public Interest Disclosure Act protects, who is covered, what detriment means, and the confidentiality you cannot honestly promise.

04

Records and data protection

Data retention policy: UK requirements and how to write one
What UK GDPR storage limitation actually requires, how to build a retention schedule, where the seven-year rule really comes from, and how deletion is proved.

05

Why we write these

We sell a channel your organisation owns, on the record from the first message, filing into your own Microsoft 365. That is a narrow product, and it only makes sense against a duty you already carry. So we write the duties up honestly, cite the regulator rather than ourselves, and say plainly where our product is not the answer.

Every guide is a summary and none of them is legal advice. Where a decision turns on the detail, take proper advice.

The product these guides come from

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