CASE MANAGEMENT SOCIETY UK
CMSUK is committed to the delivery of quality case management through standards of best practice while promoting the individual and collective development of case management throughout the UK.Taken collectively, the services offered by a professional Case Manager should enhance the quality of life for clients while potentially reducing the total overall cost of disability.
Objects
The Objects of the Charity are, for the public benefit to promote and protect the health and wellbeing of the public and relieve those in need by reason of ill-health, disability or other disadvantage by: - providing, organising and promoting the education and training of case managers and those wishing to be engaged as case managers; - conducting, organising and promoting research into the science and practice of case management, with the intention that such research should be made available to the general public; - promoting and supporting best practice and ethical standards in the practice of case management; and - educating those involved in the delivery of relevant services and the general public in the science and practice of case management.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus for the year and remains in a healthy financial position with good liquidity. Per the trustees' report, unrestricted free reserves of £457,909 are sufficient to sustain 6 to 9 months of committed overheads, well above the monthly average expenditure of £19,846.
What the accounts disclose
“unrestricted funds not committed or invested in tangible fixed assets held by the charity should be sufficient to sustain 6 to 9 months of committed overhead.” — page 7
“we began the process of establishing a trading subsidiary (Case Management Enterprises Ltd) to take on the delivery of all events.”
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Trustee expenses policy and procedures
Trustees
- Rhiannon Seaford-Joneschair
- Angela Wicks
- Dr Joanna Fletcher-Smith
- Jackie Angela Chappel
- Jetinder Garcha
- Julie Anne Fulford
- Stephanie Fleet
- TERESA SHAW
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £339k | £243k |
| 31/07/2024 | £290k | £201k |
| 31/07/2023 | £218k | £144k |
| 31/07/2022 | £171k | £93k |
| 31/07/2021 | £108k | £85k |
Common questions
Is CASE MANAGEMENT SOCIETY UK financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus for the year and remains in a healthy financial position with good liquidity. Per the trustees' report, unrestricted free reserves of £457,909 are sufficient to sustain 6 to 9 months of committed overheads, well above the monthly average expenditure of £19,846. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE FIDELITY UK FOUNDATION | 1 | £550k |
| THE PEARS FAMILY CHARITABLE FOUNDATION | 1 | £210k |
| LLOYDS BANK FOUNDATION FOR ENGLAND & WALES | 1 | £150k |
| THE HEALTH FOUNDATION | 1 | £143k |
| THE DULVERTON TRUST | 1 | £105k |
| THE FIDELIS FOUNDATION | 1 | £65k |
| HOLLYHOCK CHARITABLE FOUNDATION | 1 | £50k |
| THE FRANCIS WINHAM FOUNDATION | 1 | £45k |
Charities like this
- THE CASE CENTRE LIMITED
- HEALTH SERVICES RESEARCH UK
- GENERAL MEDICAL COUNCIL
- AGE UK LEICESTER SHIRE AND RUTLAND LIMITED
- CANCER SUPPORT UK (CSUK)
- CHARTERED MANAGEMENT INSTITUTE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CASE MANAGEMENT SOCIETY UK | £339k | — | 0 | unclear | — | no doubt |
| THE CASE CENTRE LIMITED | £2.3m | — | — | unclear | — | no doubt |
| HEALTH SERVICES RESEARCH UK | £313k | — | 0 | above | — | no doubt |
| GENERAL MEDICAL COUNCIL | £171.5m | — | — | within | — | no doubt |
| AGE UK LEICESTER SHIRE AND RUTLAND LIMITED | £8.1m | £110,000 - £120,000 | — | unclear | — | no doubt |
| CANCER SUPPORT UK (CSUK) | £599k | — | — | unclear | — | no doubt |