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43 Cartlett


SA61 2LH



Pembroke Dock


38 Meyrick Street

Pembroke Dock

SA72 6UT

Main Offices

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Consumer Line - 03454 04 05 06

Welsh Language - 03454 04 05 05

Mon - Fri - 10am to 2pm


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Main duties and responsibilities for all trustees:

Each individual member of the trustee board has a responsibility to contribute to the discharging of the board's duties. They can do this by:

  • maintaining an awareness of the business of the local Citizens Advice

  • taking responsibility for their own learning and development

  • regularly attending, preparing for and taking a full part in meetings

  • actively contributing to setting policy and strategic direction, defining goals, setting targets and evaluating performance

  • monitoring whether the service complies with its governing document, whether it meets Citizens Advice standards and how well the advice needs of the local community are being met

  • monitoring the financial position and ensuring that the local Citizens Advice operates within its means and objects, and that there are clear lines of accountability for day-to-day financial management

  • supporting the development of the local Citizens Advice through participation in agreed projects

  • actively seeking to further the strategic objectives of the local Citizens Advice, and acting in its best interests at all times

  • maintaining confidentiality about any sensitive or confidential information received in the course of duties as a trustee.


Personal skills and qualities for all trustees

Each individual member of the trustee board brings skills and qualities to the board. They add to the collective knowledge and experience by providing:


  • commitment and availability to attend trustee board meetings

  • effective communication skills and willingness to participate actively in discussion

  • willingness to gain knowledge of local needs and resources

  • commitment to the aims, principles and policies of the Citizens Advice service, including those relating to equal opportunities, independence, and research and campaigns

  • willingness and ability to act in the best interests of the local Citizens Advice

  • ability to understand and accept their responsibilities and liabilities as trustees and employers

  • willingness to participate in democratic process which develops Citizens Advice policies by area and nationally

  • numeracy to the extent required to understand accounts with the support of a treasurer

  • willingness and ability to learn, and to develop and examine their own attitudes

  • ability to think creatively and strategically, and exercise good, independent judgement

  • ability to work effectively as a member of a team.


Time Commitment

The board of Trustees has 4 sub-committees or working groups: Finance; Business and Development; Personnel and Health and Safety; and Research and Campaigns. Each trustee is encouraged to sit on at least one of these committees.

Citizen’s Advice Board of Trustees meets once per quarter (an afternoon meeting of around 2.5 hrs) plus the Annual General Meeting (half day).

Each sub-committee meets once per quarter (2 hrs maximum), with the Financial Committee having one extra meeting relating to the annual budget.

The board of Trustees have 2 or 3 ‘Away-Days’ (usually 9.30 to 16.00) where current issues can be discussed at depth and where necessary training provided.

Team Meeting of all staff and volunteers are held quarterly (morning or afternoon) and Trustees are encouraged to attend.

The meetings are currently held during working hours. However, this is reviewed annually according to the needs of attendees.


What’s in it for the Volunteer Trustee?

A chance to use your skills, talents and energy to give back to the county and help people with problems in their lives; that in itself gives personal satisfaction and a feelgood factor.

Some people may have specific skills and areas of experience, but full training will be given on the role and responsibility of being a trustee, together with the legal requirements under the Charity Commission rules and regulations. This leads to personal development and skills updating.

Working people may have experience in one aspect of a business. Becoming a Trustee broadens that experience as decisions are made at a strategic level on governance, finance and financial management, business and development, fundraising, personnel matter of managing staff and volunteers, health and safety aspects of business, and research and campaign. This helps as increased skills, experience and talents can be added to their CV to help personal career development. This broadening business knowledge is gained from observing and discussing decision making within the Trustee Board, attending Away-Days or other internal or external training courses and through our Trustee Buddy scheme which is being developed.

It also gives the opportunity to meet new people from diverse backgrounds and enjoy being part of the team.

Telephone Advice Adviser Office Administrator Interpreter/Translator Digital Assistant Trustee Caseworker Assistant Reception Worker Research & Campeign Worker