Governance and finance

Equal Opportunities policy template

An equal opportunities policy plays an important role in the character and culture of your group. It shows your members, potential members and the world in general that you are an open, inclusive and welcoming group.

Safeguarding Policy template

We have developed a template Safeguarding policy for use by our member groups, consisting of the policy itself and some guidance notes to help you adapt it appropriately.

It is designed to be a starting point for you policy and can be adapted to suit your group’s circumstances. As well as the accompanying notes, we recommend you read our general Safeguarding guidance

Conflict of Interest Policy template

This is a template Conflict of Interest Policy for use by Making Music members. It includes a Conflict of Interest declaration form and a Conflict of interest register. It is designed to be a starting point for your policy and can be adapted to suit your group’s circumstances.

The template comes with brief notes and some examples and you should also read our general Conflict of Interest guidance before using the policy. 

Conflicts of Interest

Potential conflicts of interests or loyalty are something that any organisation should be aware of and take steps to manage. If your music group is a charity, the regulator would expect that the trustees have spent some time thinking about how to manage conflicts of interest. However, even if your group is not a charity, we recommend you think about having a simple conflict of interest policy.

Data Protection Policy template

We have developed a template Data Protection policy for use by our member groups. It has been designed as a starting point so that you can simply add your specific details (e.g. group name) in the relevant places, or use it as a structural guide for tailoring it more substantially.

Highnotes - summer 2017

In the summer issue of Highnotes we explore the pros and cons of music strreaming for members, take a look at new Musicians' Union guidance on paying professionals and chat to Battle of the Somme composer Laura Rossi.

To download a PDF copy, click the Highnotes image below and select 'download PDF' in the bottom right-hand corner.

OTR Toolkit: setting up a production company

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim), we suggest you read it before using this toolkit:

OTR Toolkit: running a production company

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim) we suggest you read it before using this toolkit:

Orchestra Tax Relief (OTR), part 3: keeping records, producing accounts and making a claim

We are currently working on creating a series of templates, guidance and services for creating records, accounts and claiming for OTR. These will be added to this page as they are finalised.

Keeping records

This guidance looks at how to keep accrual accounts for your concert production company for the purposes of claiming OTR, and includes examples to help you.

Orchestra Tax Relief (OTR), part 2: Getting set up

This introduction is the second of three documents on Orchestra Tax Relief (OTR). It gives you an overview of how to set up and run a production company to claim OTR.