NATIONAL HEALTH SERVICE RETIREMENT FELLOWSHIP

Registered charity 287936 · accounts filings on the Charity Commission register

The National Health Service Retirement Fellowship offers social, leisure and educational activities and welfare support to retired NHS and social care staff and their partners. Branch and national activities facilitate continued and new friendships and members are supported in times of difficulties and financial hardship.

Objects

TO RELIEVE SUFFERING, HARDSHIP AND DISTRESS AMONG THE BENEFICIARIES DEFINED IN CLAUSE 5 OF THE CONSTITUTION

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Recreation · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a deficit for the year of £31,446, compared to a surplus of £30,749 in the prior year. Cash balances of £406,798 are held in individual branch accounts and are not ordinarily available for central charity functions. The document does not disclose a reserves policy or specific unrestricted reserves figures for the central charity.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited. Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Internal charity financial controls policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~3.7 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (53% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• Beverley Lawrence
• David James · trustee of 1 other charity
• Dr Gareth Oakland
• Dr Janine Brooks MBE · trustee of 1 other charity
• Fatima Rosalina Lobo
• Julia Hickey
• Mabel Saw
• Mark Frederick Bagnall · trustee of 2 other charities
• Vincent Rowantree

Trustee list from the Charity Commission register (current, not historical).

Operates in: Scotland · Throughout England And Wales

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CIVIL SERVICE RETIREMENT FELLOWSHIP.

• THE CIVIL SERVICE RETIREMENT FELLOWSHIP income £367k
• THE RICHMOND FELLOWSHIP income £7.7m
• THE FELLOWSHIP OF POSTGRADUATE MEDICINE income £1.1m
• CARERS FEDERATION LTD income £1.6m
• INTERNATIONAL NEPAL FELLOWSHIP income £713k
• FERRING RETIREMENT CLUB income £356k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.