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Advice and Guidance

Useful documents

Below is a list of all of the documents, forms and policies that you will need to run your u3a. You can browse through the list or skip to specific categories using the Document Categories menu to find a document you are looking for.

All the documents on this page will download to your device - please check your downloads folder on your device once you have clicked on 'Download File' to find the document.

Committee Procedures and Guidance

The UK government has made changes to the Charity Annual Returns process. Understand what information you will need to prepare for the 2023 Annual Return, and why new questions have been included.
Charity Annual Return 2023: question guide - GOV.UK (www.gov.uk)

 

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Communications

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Constitutions

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Data Protection

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Equality Diversity and Inclusion

To find out more about Equality Diversity and Inclusion please use our EDI pages.

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Finance

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Growing your u3a

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Insurance

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Interest Groups

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Legal

Copyright Licencing Agency (CLA) Licence Application Form 2025

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Recruitment

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Risk Assessments

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Role Descriptions

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Running your Committee

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u3a Policies and Procedures

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