Jump to content
About Us

CIO conversion!


Recommended Posts

Early last year I posted that we would be converting to CIO. We have no jumped through all the hoops, and now awaiting transfer of funds from a savings account, so that we can finally start operating under our new charity number and URN.

The process has been pretty straightforward if not rather drawn out (partly due to Ofsted changing the DBS procedure last year, so everyone had to have DBS checks done again).

Has anyone converted to CIO from Unincorporated Association? One thing that is puzzling me is our policies and procedures. How on earth do we approve them for use under the new charity and URN? Do we need to approve them for use, since they are already being used in the setting. My brain has fried recently and it's things like this, probably very simple things, that are eluding me at the moment!

Link to comment
Share on other sites

Hi, can I ask were you committee run beforehand and did you have a PLA constitution? This is something we have looked at several times but never got very far.


With regards to policies I would just read through make any changes and have them re-approved at your next meeting. But I've not had any experience of this.


Good luck.

Link to comment
Share on other sites

Yes, we are committee run right now (not converted just yet, but hopefully will be by the start of next term!), and had a PLA constitution. Our new constitution under CIO is also a PLA one.


I have been unable to find many preschools who have gone to CIO, so we've been slowly working through it ourselves. It's been frustrating due to Ofsted but also CC needing most recent approved accounts which we hadn't submitted when we started which took a few months after we got initial member approval.

Link to comment
Share on other sites


We have been through this procedure.

I'm glad it was straightforward for you. We found moving from a Charity to Incorporated Charity (being a limited company as well) was trying in as much as the number of hurdles to be overcome. This was over a year ago now, so maybe the process is better. I hope so.

Edited by angela41
Link to comment
Share on other sites

Hi have been an incorporated company, with charitable status since 2011. Have to say it was a minefield to start with, but we managed it in the end.

If you are becoming incorporated through the PLA there used to be someone to help you through the process.

You can pm me if I can be of any help.

Link to comment
Share on other sites

Yes when we set up ours there was no CIO, for us, so we became an incorporated company with charitable status.

If a CIO had been in existence I'm sure this would have been the route we would have taken.

Yes we still have a committee.

My understanding is that you are only answerable to the Charity commission, whereas we are answerable to both the CC and Companies house, which is a pain.

Think we may look into becoming a CIO in the future.:)

Link to comment
Share on other sites

We are most fortunate to have a very pro-active committee. However they look to me for guidance if they are unsure of something, or we source the answers to information we might require. :)

The day to day structure of our provision remained the same as before, so most policies were the same.

We also work to a memorandum of articles instead of a constitution now.:)

Edited by Fredbear
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Create New...

Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue. (Privacy Policy)