Admin & Resources - TEST, DO NOT PUBLISH

Below you will find access to:

  • Secretarial Returns
  • Financial Returns
  • Member's Shop
  • Beneficiary Support Directory
  • Emergency Fund
  • Knowledge Hub
Secretarial Returns

Conference Secretarial Returns (please scroll down for DC & CC Secretarial Return Guidance):

The Secretarial Return is used to capture the data relating to your Conference activity during any given financial year 1st April to 31st March.

You should by now be collating data for the period 1st April 2025 to 31st March 2026. This data can be fully submitted from 1st April 2026.

In order to collate the information from our 900+ Conferences, we ask that you complete your Secretarial Return online where possible, so all the information can be collated easily. For those Conferences that are unable to complete their return online, you can use the template which is available below.

The Secretarial Return is a vital administrative tool as it enables us to ensure compliance with our statuary obligations such as the production of the SVP Annual Report and Accounts, Insurance provision for Members, Safeguarding (DBS) and Data Protection. We also use the data for applications to secure grants for the Society which are essential to ensure financial sustainability of the services we offer to those in need.

Conference Secretarial Return Guidance:

Click here for Conference Secretarial Return Guidance.

To access the online version of the return, please select Secretarial Return from the grey menu on the left and then select Conference Secretarial Return.

If you prefer to complete a hard copy, a template can be requested by emailing Giulia Fabbracotti on GiuliaF@svp.org.uk

District and Central Council Secretarial Returns Guidance:

DISTRICT COUNCILS - 

Click here for the District Council Secretarial Return Guidance

CENTRAL COUNCILS - 

Click here for the Central Council Secretarial Return Guidance 

Reviewing and updating Conference Members' details:

Click here for guidance on how to update a Member's details online. This guidance is for Conferences only and not District or Central Councils

Forms you many need:

Click here for notification of new Member form 

Click here for notification of changes to existing Member form 

These documents can also be downloaded from the Member's Guidance and Policies tab on the left-hand menu. Just type the word 'Notification' in the search bar and click the search icon, scroll to find the relevant document.

Alternatively, you can email Giulia on GiuliaF@svp.org.uk to request copies.

Financial Returns

Financial Return Spreadsheets and Forms 

These can be found according to which financial year is required. 

The email address for quarterly financial returns & any related queries is: quarterlyreturn@svp.org.uk

Returns for 2025/26

The new financial year 2025/26 quarterly returns are now available to download. If you are correctly showing as Treasurer for your Conference/Council on our database you will already have received an email with the workbook and how to guide.

You will see that we have incorporated the gift aid claim with the quarterly financial returns and going forward we would expect all GA claims to be submitted with each quarterly return where there is a claim to be made. For Conferences who already submit Gift Aid claims, please ensure that your final claim for the period up to 31 March 2025 is submitted by Wednesday 30 April 2025. All subsequent claims will need to be submitted quarterly. 

The workbooks also include extensive guides and notes on how to complete the workbook and on your role as Treasurer. 

CONFERENCE

Full workbook (recommended version):

2025-2026 Conference Treasurers Returns, Account book & Gift Aid claims 

Excel version only:

2025-2026 Conference Quarterly Return (inc. restricted income form, petty cash, gift aid claim & guidance notes)

Paper version (PDF):

2025-2026 Conference Quarterly Return

2025-2026 Petty Cash Record

2025-2026 Restricted income form

COUNCIL

Full workbook (recommended version):

2025-2026 Council Treasurers Returns, Account book and Gift Aid claims

Excel version only:

2025-2026 Council Quarterly Return (inc. restricted income form, petty cash, gift aid & guidance notes)

Paper version only (PDF):

2025-2026 Council Quarterly Return 

2025-2026 Restricted income form

2025-2026 Petty Cash Record

Guidance Note & Training Guide

These guidance notes are implemented in the electronic workbook for both Conference and Councils, you can download a PDF version below:

2025-2026 Guidance Notes (PDF)

How to guide - Treasurers workbook

Member Finance Training

Member's Shop

Please use the below button to take a look through the online shop:

Shop here

Beneficiary Support Directory
Emergency Fund

The SVP Emergency Fund is available to conferences with limited finances to assist them in providing Vincentian support to those in urgent need.

Awards do not need to be match-funded by district or central councils. 

More details and an online application form are available below:

Online Application & more details here

Knowledge Hub

The Knowledge Hub is an online central location for all members resources, training and webinars.

You can access the hub below:

Access here