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How to Write A Trustee Code of Conduct Your Board Will Use

Written by Ben Luxon | 6 Oct 2026, 14:01:41

How to Write A Trustee Code of Conduct Your Board Will Use

A trustee code of conduct sets out the standards of behaviour a board agrees to uphold. It sits alongside the legal duties trustees already carry under charity law, but it does a different job: it makes those duties personal, specific to your board, and something trustees have actively agreed to rather than absorbed by implication.

Julie Garland McLellan, a professional company director who advises boards, puts the underlying logic simply: "If your board behaves well, your company will probably do well." A code of conduct is one of the few governance tools aimed directly at behaviour rather than process.

 

Is a trustee code of conduct legally required?

No. Neither the Charities Act 2011 nor Charity Commission guidance requires a charity to adopt one. Two things nonetheless make it close to standard practice for well-governed boards.

First, the Charity Governance Code 2025 sets out Principle 4, Ethics and Culture, which calls for the board to have agreed a set of values and expected behaviours that trustees consistently demonstrate. The Code works on an "apply or explain" basis: a board without a code of conduct would be expected to explain how it manages ethical standards another way.

Second, the Charity Commission's guidance CC3, The Essential Trustee, sets out six legal duties every trustee must meet. A code of conduct doesn't replace those duties. It translates them into what they look like in your boardroom, on a Tuesday evening, when a conflict of interest comes up or a discussion turns heated.

What charity governance best practice asks for

It's easy to treat a code of conduct as a compliance document: something a lawyer drafts, the board signs, and nobody looks at again. That's the version most likely to gather dust. Charity governance best practice points the other way.

As Julie Garland McLellan puts it, the job is to "make sure that you have a code of conduct that covers the sorts of behaviours you want to cover, not just the things that your lawyers would put in."

That distinction matters for what the document contains.

A legally defensible code and a behaviourally useful one overlap, but they aren't the same thing.

  • The legal minimum covers conflicts of interest, confidentiality, and acting within the charity's objects.
  • A code trustees will actually use should also name the behaviours that make board meetings work: preparing properly, disagreeing constructively, and not letting frustration turn into the kind of conduct nobody wants to be the one to raise afterwards.

Read our guide: Principles of Good Governance Every UK Board Should Follow

Where codes of conduct fail in practice

The most common failure isn't a badly written code. It's a well-written one that nobody uses or refers back to. Julie Garland McLellan describes the test this way: "The best code of conduct is the one that you look at when you get prompted that it's time to review, and you think, 'yeah, this is all just common sense.'"

If a board's code has become invisible, that's not automatically a problem. It only becomes one if trustees have also stopped applying it.

The second failure point is enforcement, and it usually starts small. Fiona McKenzie, a negotiation and conflict specialist, is direct about how minor lapses compound: "a little transgression can quickly grow legs and become a standard practice."

The chair carries particular responsibility here, precisely because the first response sets the pattern for every one after it, and that response is easier to get right when the chairing itself is already strong.

As Julie Garland McLellan puts it, a board is better served by "a chair who will act on the first transgression, because that's usually the tiny one." Waiting for a serious breach before intervening means the board has already tolerated several smaller ones.

Enforcement gets harder still when the difficulty sits with a specific board member rather than a one-off lapse. BoardPro's webinar on managing difficult board members goes further into that scenario, including what to do when the person whose conduct is in question is the chair.

How to write a code trustees will follow

Who drafts the first version matters less than who owns the final one. Steven Bowman, Managing Director of Conscious Governance, is blunt about the most common mistake: "Write it for you. Don't take someone else's and just put your name in it — every board is slightly different." A code adapted wholesale from another charity, or lifted from a law firm's template without discussion, reads that way to the trustees asked to sign it.

The practical difference is whether the board discusses the content or simply approves a draft. Julie Garland McLellan's view is that ownership follows involvement: "if people feel this is their document, they're much more likely to comply with it, and much more likely to apologise and step back in when they find themselves stepping outside it."

A code the board has debated, even briefly, tends to get treated as a working standard rather than paperwork.

It also isn't a one-off exercise. Julie Garland McLellan recommends treating review as routine rather than reactive: "this is not a document to set and forget. At least once every second year, you should sit down as a board and go through it and ask: is this clear? Is this what we want? How do we do this in practice?"

A short annual or biennial discussion, often timed to sit alongside the AGM cycle, keeps the code aligned with how the board operates rather than how it operated when the document was first signed.

Timing the conversation matters too. Fiona McKenzie frames it through a useful comparison: "think about a code of conduct a bit like the safety demonstration on an airplane. You want to be setting these norms when things are calm, not in the middle of a crisis."

Boards that only reach for their code of conduct once a dispute is already underway are trying to agree standards and resolve a conflict at the same time. Reviewing it while nothing is wrong is what makes it usable when something is.

Governance code of conduct: how it fits with the Charity Governance Code

The terms get used loosely, so it's worth being precise. The Charity Governance Code is a sector-wide, voluntary framework of seven principles covering the full range of governance, from organisational purpose to board effectiveness and diversity.

A trustee code of conduct is a single charity's own document, addressing one part of that: Principle 4, Ethics and Culture. Adopting a code of conduct is one of the clearer ways a board can evidence how it meets that principle, but it isn't a substitute for engaging with the Code as a whole.

Read our guide: About the Charity Governance Code 2025 Update

What to include: a practical checklist

A trustee code of conduct doesn't need to run long. Most effective versions cover:

  • Commitment to the charity's purposes — confirming trustees will act only to advance the charity's objects
  • Conflicts of interest — a commitment to declare actual or potential conflicts before each decision, tied to the charity's conflict of interest policy
  • Confidentiality — what can and can't be shared outside the board, and with whom
  • Meeting conduct — attendance, preparation, and how disagreement is raised and handled
  • Personal conduct — not using the trustee position for personal benefit, and not bringing the charity into disrepute
  • Review and escalation — how often the code is revisited, and what happens if it's breached

Making your board's code of conduct stick

A trustee code of conduct earns its place through use, not through the quality of the drafting alone.

  1. Discuss it at a board meeting rather than circulating it for signature. Introduce it at induction alongside the governing document and latest accounts.
  2. Revisit it on a fixed cycle rather than waiting for a reason to.
  3. When something in a meeting starts to drift from what the board agreed, treat the code as the reference point it was written to be, not a document to point to after the fact.

And on a final note, a code of conduct is only as strong as the record behind it. Running structured, well-prepared meetings is itself one of the behaviours most codes rely on.

BoardPro supports this directly: AI-generated minutes capture what was discussed, decisions and actions are logged against a named owner, and conflicts of interest can be recorded at the point they're declared rather than reconstructed later from someone's notes.

This gives the board the evidence trail it needs to make the code enforceable. Because, when preparation, decisions, and conduct are all properly recorded, a board can prove that it has done what it said it would do, rather than relying on memories and hearsay.