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Statement to Parliament

Statement by the Minister for Communities on Charity Law Reform

The full text of Margaret Curran's statement to Parliament on24 September 2003.

I welcome this opportunity to make a further statement to the Parliament about charity law reform. I am sure that members will be familiar with the background to the subject. The issues are complex and there is interplay with the United Kingdom Government's agenda for charity reform and its tax responsibilities. However, I am confident that I am able today to set out a basis for the robust and effective regulation of Scottish charities that will give Scotland the regulatory framework that it deserves.

In my previous statement in May, I emphasised the Executive's commitment to introducing a more effective regulatory regime for charities in Scotland , including, in general terms, an intention to introduce legislation to underpin the new arrangements. Subsequently, I set out my strategy for proceeding with those proposals in response to a parliamentary question on 27 June. The three key elements of the strategy were: first, to move to establish the office of the Scottish charity regulator as an agency of the Executive in Dundee before the end of this year; second, to consult further with the sector about the scope of any supporting legislation; and third, to report back to the Parliament once I had taken the opportunity to discuss options with members of the Cabinet.

There have been repeated calls for charity reform from the public, the charity sector and indeed from the Parliament, particularly over the past few months. I felt that it was important, therefore, to set out my proposals to you as soon as possible, so that we can commence implementation of my strategy without further delay. I am pleased to be able to take forward that strategy and to announce today that the Government will bring forward new primary legislation on charity regulation in Scotland . A draft bill will be prepared for consultation in spring next year.

The bill will set out a Scottish definition of charity, based on the principle of public benefit, which will be compatible with the definition that the UK Government is adopting. The office of the Scottish charities regulator will be turned from an Executive agency into an independent statutory organisation with an enhanced range of powers. The bill will empower the regulator to maintain a publicly accessible statutory register of all charities that operate in Scotland , which will form the cornerstone of the office's regulatory functions. The bill will also set out improvements in the regulation of fundraising-including improved transparency in the information about the use of funds that charities raise-and set out a number of tidying-up measures that will be designed to assist charities' operations.

I will consider each of those aspects of the bill in turn. The new definition of charitable purpose will be based on the concept of public benefit and on twelve identified categories of charitable activity. Under that arrangement, it will be for the regulator to set out its criteria for public benefit, drawing on case law to allow for flexibility and evolution. That is consistent with the approach that the UK Government is taking in preparing its legislation. Such consistency should allow charities that operate both north and south of the border to do so on a level playing field. The approach will also allow the Inland Revenue to dispense tax relief to charities on a common basis, irrespective of their geographical location. Bodies that already have charitable status will remain as charities until the regulator is able to develop new guidance on the nature of public benefit. I do not expect the new definition to lead to significant change for existing charities.

The bill will transform the office of the Scottish charity regulator, which will become an independent statutory organisation-probably a non-departmental public body-with an enhanced range of powers. The statutory regulator, which should take over from the interim body that is being established this year, will be able to determine whether a body has the status of a charity in Scotland and will actively monitor and regulate such bodies. It will have the power to provide advice and information on its regulatory role and to signpost good practice guidance elsewhere. The regulator will have the power to intervene in the management of charities and to suspend trustees where necessary-for example, if its investigations identify mismanagement or misconduct. It will also be able to take direct action in the courts.

The bill will require the regulator to maintain a public register of all charities operating in Scotland . That will underpin its proactive monitoring regime. The register will provide publicly available information on charities and allow members of the public to check on charities with which they are involved or which they wish to support. Charities will be legally required to submit to the regulator regular information returns such as annual reports and accounts. In order to avoid unnecessary regulatory burdens, the regulator will develop a proportionate regime for charities based on their size and, where a body is regulated by more than one regulatory authority, the charity regulator will be required to liaise with other regulators in order to avoid duplication.

The recent case involving Breast Cancer Research ( Scotland ) has highlighted the issue of controls over charity fundraisers. In considering the way forward, it is important to appreciate the distinction between professional fundraising bodies-which, as commercial businesses, are subject to control by the UK Government-and the charities themselves, which are subject to the charity regulator. I shall be discussing with the Home Office its plans for improved regulation on the business side in order to ensure that its proposals reflect Scottish needs. However, I agree with its conclusion that self-regulation by the fundraising industry is the first route to be tried. So far as the charities themselves are concerned, I plan to improve the transparency of charities' fundraising by requiring more clarity about that in their accounts. That will allow the public to see how much money a charity raises from external fundraisers and how much that costs.

A number of other legislative changes will be included in the bill to assist in the operation of charities and to improve their regulation. Those changes, which were announced by Jim Wallace last December, include allowing charities to have access to a new legal form-the charitable incorporated organisation-and extending trustee investment powers.

In today's statement, I have naturally looked to the future in setting out our legislative plans. However, I also wish to emphasise our continued commitment to setting up what will now be an interim regulator before the end of the year. I am pleased to announce that Jane Ryder, currently chief executive of the Scottish Museums Council, will be seconded to the Executive from December this year until May 2005 to take on the role of chief executive of the interim regulator. Jane will play a key role in setting up the regulator, in developing its initial range of functions and in paving the way for the transition to a statutory body once the charities bill has received royal assent.

I am pleased to be able to set out my plans, which will result in Scotland getting, at last, comprehensive, consistent and effective charity regulation. Recent events have undermined public confidence in charities and fundraising. The plan of action that I have set out today will rectify that. A statutory regulator, working proactively with increased powers will lead to a simpler and more transparent system of regulation, which I believe will secure the widespread support and confidence of both the public and the charities sector.

Page updated: Thursday, August 20, 2009