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This item was published during the term of a previous administration that ended in April 2007

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Charity law to be reviewed

28/05/2003

The Executive plans to create an Office of the Scottish Charity Regulator (OSCR), MSPs were told today.

Communities Minister Margaret Curran made a statement to Parliament on charities law in the wake of the case of Breast Cancer Research (Scotland) whose assets have been frozen by the court after it was discovered a large proportion of its income was devoted to internal expenses.

Ms Curran said the new regulator would be an Agency of the Executive, and legislation would not be required in setting it up.

"These arrangements will deliver, and deliver soon, a more robust regime of regulation, building on the wide powers available to Ministers under existing legislation.

"But I most certainly do not rule out putting the regulator on a statutory footing in time, if I consder this to be necessary and will be giving the matter serious consideration."

The Minister said the OSCR, taking over from the present Scottish Charities Office, would provide a central authority to 'monitor, supervise, and investigate'. It would also have the potential to intervene to stem difficulities bedore they became too serious.

Full text of statement:

I welcome the opportunity to be able to make a statement to Parliament today about charity law. This is a topic which is new to my portfolio and I welcome it as charities are vitally important to our communities in Scotland.

Charities deliver a wide range of services and their work with disadvantaged and marginal groups plays a key part in achieving greater social justice in Scotland. It is essential that we enable charities to operate in a climate of trust and respect by providing firm and fair regulation in which the public can have confidence.

I am sure members are aware from the press of the case of Breast Cancer Research (Scotland). I share public concern that money which was donated for charitable purposes has not been used as would have been expected. This has the potential of undermining charities in Scotland. I will not comment further than that as the case is sub judice.

But I pledge to you as the new Minister with responsibility for charity law that I will be looking at the issues raised by this case as I develop proposals for the charity legislation to which we are committed in the partnership agreement.

The Executive's response to the McFadden report - published at the end of last year - contains responses to all the recommendations in the report as well as setting out our plans for the way forward. We accept the thrust of the report - that there should be better regulation of and support for charities in Scotland.

Our plans will provide charities and the public for the first time with:

  • an up to date register of Scottish charities;
  • a central source of support and advice for charities, their trustees and the public;
  • creating the Office of the Scottish Charity Regulator or OSCR, whose functions will include the routine monitoring of charities, for example through scrutiny of annual accounts. This will directly address a gap in regulation which has been a cause of concern for some time.

The Executive is working hard on the many tasks needing to be done to bring OSCR into operation as soon as possible. We have been carrying out a location review in accordance with our policy of bringing the benefits of public sector jobs to the whole of Scotland and I will shortly be announcing where OSCR will be located and then the Regulator's post and other staff will be appointed as swiftly as possible thereafter.

The new regulator will be an Agency of the Scottish Executive. The agency model is an established and effective way to deliver regulatory functions. It also means that we do not have to wait for a legislative opportunity to set up a regulator but can set it up quickly. Our target is for OSCR to be operational as soon as possible and will be taking swift action to move things on.

These arrangements will deliver, and deliver soon, a more robust regime of regulation, building on the wide powers available to Ministers under the existing legislation - and we have seen some of the powers exercised in the last few days by the Scottish Charities Office. But I most certainly do not rule out putting the regulator on a statutory footing (in time), if I consider this to be necessary and will be giving this matter detailed consideration as the Regulator begins to take effect.

The changes we are putting in place are designed to not only encourage and support the work of charities but also to reassure the public that their money and support is not abused.

To this end OSCR will have teams engaged in monitoring, supervision and investigation. Close working within OSCR will enhance its ability to intervene effectively and to stem potential difficulties before they become serious.

More serious matters will be rigorously pursued and action taken as necessary. Where necessary, the regulator will take civil proceedings in the courts, on behalf of Scottish Ministers, for example to: suspend trustees; appoint a judicial factor to manage a charity's affairs; or have a charity's funds frozen in order to protect them. Where there is a possibility that criminal activity may be involved, the regulator will refer the case to the Crown Office. It will be crucial that the investigations section of the regulator's office includes the necessary expertise to make judgements about appropriate actions and referrals and the staffing of this section will include a Fiscal nominated by the Lord Advocate.

OSCR will take over and build on the good work carried out by the Scottish Charities Office and will have enhanced resources to carry out monitoring and to gather intelligence which might lead to earlier detection of problems.

For the first time, OSCR will provide a central authority in Scotland which will receive and monitor charities' annual accounts. This will be done under Ministers' existing powers to require charities to supply their accounts without payment. OSCR will also publicise charities' obligations to make their accounts available to anyone requesting a copy.

OSCR will seek charities' consent to include copies of accounts sent to them on a publicly accessible database. Such transparency is very important to provide the public with information and give confidence. Ministers will wish to look carefully at whether we should also legislate to make this a statutory matter.

And there are other areas of charity law where I think there may well be a case for tightening the law. Public charitable collections are often the first point of contact between charities and the public. It is important that the public have confidence in the way collections are carried out. There is already a framework for regulating cash collections at local level but the requirements are not always understood or enforced.

OSCR will carry out a range of tasks to facilitate and encourage better arrangements at local level for public charitable collections.

The current regulation does not cover collections by direct debit or standing order (sometimes called "tabard" collections). Such fundraisers should abide by codes of good practice. But we have said that, in principle, we think that local authorities should be able to regulate collections of promises of money. This would require a change in primary legislation and I will be looking at this.

The definition of charity is key to which bodies receive the benefits of this status and fall to be regulated. We agree with McFadden that the current definition of charity is outdated and that a new UK-wide definition of charity would be desirable. None was in prospect at the time the McFadden Commission was carrying out its work, but now one is. The Cabinet Office Strategy Unit report on charities and the wider not for profit sector offers a modernised definition based on the principle of public benefit and with a wider range of purposes, encompassing for example the promotion of human rights and the advancement of amateur sport. The Strategy Unit definition reflects the spirit of the McFadden recommendations.

This new definition would apply in Scotland through decisions of the Inland Revenue, but I do not want to rule out legislating for charitable status to be conferred in Scotland by the regulator, either using the same definition as the rest of the UK or a different one. But we need to bear in mind that the Inland Revenue would still be part of the scene - and a very important part. Eligibility for tax relief is a reserved matter and is central to the viability of many charities and a key attraction of charitable status. If a different definition were introduced in Scotland, we could be into difficult and confusing territory, as recognised by McFadden, with the possibility of different categories of charity operating here. These are issues we need to work through, working closely with the charities sector.

We are committed to legislation. Consolidation and updating of the existing statutes is, to my mind, essential. And we are on record that we see a need for legislation (in due course) to:

  • introduce a new legal form for charities - the charitable incorporated organisation
  • extend trustees' investment powers
  • improve the procedures and powers of the charities' nominee

And further review may result in proposals to put the register of charities on a statutory footing and extend the powers available to the regulator, including possibly the power to grant charitable status as I have said.

I would conclude by saying that I am committed to better regulation of charities in Scotland. I will ensure in the best interests of charities and the public that the new regulator which Scotland needs and deserves is put in place as quickly as possible. Experience will determine exactly what will be in the legislation we bring forward and the new Administration will be giving further consideration to this, but as I have made clear I will not hesitate to legislate for a statutory regulator if I consider this to be necessary. We see our plans and the development of legislation as complementary. We believe it to be in the best interests of charities and the public for us to ensure that our plans are put into operation as early as possible.

Page updated: Wednesday, July 21, 2004