Research and analysis

Charity Commission customer survey 2021

Published 14 July 2022

Applies to England and Wales

Research conducted on behalf of the Charity Commission by Yonder.

March 2022

Executive summary

Overall, the Charity Commission’s customer service continues to be rated highly: as last year, 69% of surveyed customers say it is good or very good.

Some customers continue to recognise improvements. A significant minority continue to perceive improvements in the Commission’s services, particularly in facilitating the formulaic tasks of filing reports and accounts and updating trustee details.

Customers continue primarily to come into contact with the Commission through its website, mostly to perform tasks required of them such as updating their details and filing their accounts. The Commission’s website and register are rated highly and many are impressed by the quantity of information available.

Customers are positive about the personal interactions they’ve had with Commission staff. When able to speak to staff, most customers praise their professional and helpful service. It is access to, rather than the quality of, such interactions that customers would like to see improve.

Some customers continue to call for improvements to support. Some continue to struggle to find what they want with the website’s search function. When they seek guidance on the phone or via email, many find it takes too long to get through or to receive a reply. Some say they find the Commission’s information and guidance hard to understand and too tailored to those with professional expertise.

Customers have found COVID-19 information useful, though the number using it has almost halved since 2020/21.

The Charity Commission’s customer service continues to be rated highly

A majority rate the Charity Commission’s customer service as good

Rating of the Charity Commission’s customer service

Rating Percentage
5- Very good 30%
4 39%
3 16%
2 5%
1-Very poor 4%

Q. Overall, how would you rate the Charity Commission’s customer service? Base: (1,148)

Smaller charities continue to rate the Commission’s customer service more highly than larger ones

Percentage who agree that the Commission’s customer service is good

Annual Income Year Agreement customer service is good
£0-£10,000 2019/20 68%
  2020/21 73%
  2021/22 75%
£10,001-£25,000 2019/20 63%
  2020/21 74%
  2021/22 72%
£25,001-£100,000 2019/20 70%
  2020/21 71%
  2021/22 69%
£100,001-£500,000 2019/20 65%
  2020/21 66%
  2021/22 67%
£500,001+ 2019/20 57%
  2020/21 58%
  2021/22 58%

Q. Overall, how would you rate the Charity Commission’s customer service? Base: 2019: £0-£10,000 (284), £10,001-£25,000 (201), £25,001-£100,000 (296), £100,001-£500,000 (255), £500,001+ (343); 2020: £0-£10,000 (327), £10,001-£25,000 (195), £25,001-£100,000 (275), £100,001-£500,000 (235), £500,001+ (258); 2021: £0-£10,000 (315), £10,001-£25,000 (187), £25,001-£100,000 (254), £100,001-£500,000 (165), £500,001+ (197)

Contact is made mostly through the website

Most contact with the Charity Commission continues to come through its website

Since 2019/20 has been a reduction in contact with the Charity Commission via website, register, email and letter

Channels respondent has come into contact with the Charity Commission in the last year

Contact channel Year Percentage
I have visited its website 2019/20 84%
  2020/21 78%
  2021/22 81% **
I have used/ searched its register 2019/20 57%
  2020/21 50%
  2021/22 51% **
I have sent it an email or emails 2019/20 51%
  2020/21 43%
  2021/22 45% **
I have been contacted directly by the Charity Commission 2019/20 27%
  2020/21 28%
  2021/22 26%
I have called the contact centre 2019/20 24%
  2020/21 17%
  2021/22 23%*
I have written it a letter or letters 2019/20 13%
  2020/21 10%
  2021/22 8%*
Other 2019/20 10%
  2020/21 12%
  2021/22 18%
I have had no contact with the Commission in the last year 2019/20 3%
  2020/21 5%
  2021/22 4%

Q. Through which channels have you come into contact with the Charity Commission in the last year? Base: 2021/2022 (1,191), 2020/2021 (1,386), 2019/2020 (1,451)

** indicates a significant change since 2019/2020, * indicates a significant change since 2020/2021

And interaction with the register and website, or more practical functions continues to drive positive sentiment

The register and the website continue to be the best performing of the Commission’s channels. Rating of email contact has fallen since 2020/21

Percentage who rate the services they used by the Charity Commission as good

Contact channel Year Agreement service is good
Its website 2019/20 76%
  2020/21 78%
  2021/22 81% **
Its register 2019/20 85%
  2020/21 85%
  2021/22 87%
Its contact centre 2019/20 62%
  2020/21 66%
  2021/22 66%
Email 2019/20 64%
  2020/21 72%
  2021/22 63% *
Letter/post 2019/20 35%
  2020/21 40%
  2021/22 35%
The direct contact it has made for you 2019/20 69%
  2020/21 70%
  2021/22 70%

Q. How would you rate the service that is provided by the Charity Commission through each of these channels overall?. Base: 2019: Website (1,215), Register (831), Contact Centre (350), Email (744), Letter/post (184), Contact it has made with you (394); 2020: Website (1,085), Register (691), Contact Centre (242), Email (602), Letter/post (136), Contact it has made with you (391); 2021: Website (965), Register (609), Contact Centre (279), Email (535), Letter/post (97) (NB Small base size), Contact it has made with you (304)

** indicates a significant change since 2019/2020, * indicates a significant change since 2020/2021

A majority find it easy to locate the information they need on the website, with no change in ease since 2020/21

Amongst the 81% who use the website, 83% find it easy

Rating Percentage
Very easy 20%
Fairly easy 63%
Fairly difficult 13%
Very difficult 3%
Don’t know 2%

Q. How easy or difficult is it to find the information that you need from the Charity Commission’s website? Base 2021 (1,148)

Whilst this had reduced since 2019/20, customers most commonly come into contact with the Commission through practical tasks such as updating their details or accounts

Percentage who have come into contact with the Charity Commission for the following reasons

Reasons for contact Year Percentage
Updating charity or trustee details 2019/20 73%
  2020/21 68%
  2021/22 68% **
Filing a return or accounts 2019/20 69%
  2020/21 65%
  2021/22 65% **
Looking for information or guidance on the website 2019/20 51%
  2020/21 49%
  2021/22 48%
Looking for information on the register 2019/20 41%
  2020/21 37%
  2021/22 38%
Answering a query or to seek advice 2019/20 33%
  2020/21 28%
  2021/22 31%
Applying for permission to change something 2019/20 32%
  2020/21 18%
  2021/22 23% * **
Applying to register a charity 2019/20 20%
  2020/21 18%
  2021/22 21%
Reporting a serious incident 2019/20 13%
  2020/21 13%
  2021/22 9% * **
To look for information about COVID-19 and how it affects your charity 2019/20 Question not asked
  2020/21 13%
  2021/22 7% *
Dealing with a matter that the Commission contacted me about 2019/20 6%
  2020/21 8%
  2021/22 5% *
Other 2019/20 3%
  2020/21 3%
  2021/22 3%

Q. For what reasons have you had contact with the Charity Commission in the last year? Base: 2019 (1,405), 2020 (1,315), 2021 (1,148)

** indicates a significant change since 2019/2020, * indicates a significant change since 2020/2021

Updating details, searching the register and filing returns or accounts are the most highly rated services

Reasons why respondents came into contact with the Charity Commission and their rating of the service

Reason for contact Percentage who contacted commission for this service Percentage who rate the service as good or very good
Updating charity or trustee details 68% 91%
Filing a return or accounts 65% 90%
Looking for information or guidance on the website 48% 77%
Looking for information on the register 38% 91%
Answering a query or to seek advice 31% 65%
Applying for permission to change something 23% 64%
Applying to register a charity 18% 77%
Reporting a serious incident 9% 64%
To look for information about COVID-19 and how it affects your charity 7% 86%
Dealing with a matter that the Commission contacted me about 5% 65%
Other 3%  

Q. For what reasons have you had contact with the Charity Commission in the last year? Base: Registering (244), Filing (743), Updating details (778), Register (434), Query (356), Permission (260), RSI (101), Contacted me (63), COVID-19 (80) NB Some low base sizes

Rating of services is broadly consistent with year-on-year findings

Rating of services is broadly stable across years but there has been some fluctuation when it comes to making applications, answering a query/seeking advice, and reporting incidents

Percentage of service users who rate the service as good or very good

Reasons for contact Year Percentage who rate the service as good or very good
Updating charity or trustee details 2019/20 89%
  2020/21 92%
  2021/22 91%
Filing a return or accounts 2019/20 86%
  2020/21 88%
  2021/22 90%
Looking for information or guidance on the website 2019/20 77%
  2020/21 74%
  2021/22 77%
Looking for information on the register 2019/20 85%
  2020/21 88%
  2021/22 91% **
Answering a query or to seek advice 2019/20 61%
  2020/21 73%
  2021/22 65% *
Applying for permission to change something 2019/20 62%
  2020/21 68%
  2021/22 64%
Applying to register a charity 2019/20 71%
  2020/21 83%
  2021/22 77%
Reporting a serious incident 2019/20 64%
  2020/21 72%
  2021/22 64%
To look for information about COVID-19 and how it affects your charity 2019/20 Question not asked
  2020/21 80%
  2021/22 86%
Dealing with a matter that the Commission contacted me about 2019/20 68%
  2020/21 61%
  2021/22 65%

How would you rate the service that is provided by the Charity Commission in each of these areas? Base size varies (63-778)

** indicates a significant change since 2019/2020, * indicates a significant change since 2020/2021

When prompted, most say the Commission’s services have stayed the same, although a significant minority point to some improvement

Improved Stayed the same Got worse Don’t know
Filing a return or accounts 28% 59% 3% 10%
Updating charity or trustee details 27% 55% 2% 16%
Guidance 25% 48% 3% 24%
Its website 24% 54% 2% 20%
Applying to register a charity 22% 28% 4% 46%
Its contact centre 21% 39% 11% 30%
Its register 20% 57% 2% 21%

Q. Have you noticed any change in the quality of the following services in the last 12 months? Base size varies (279-981)

Most believe that the Commission provides helpful advice and support overall as well as largely intuitive online systems

The commission is seen to be most helpful in four key areas

Helpful & professional staff

When able to speak to someone at the Commission, usually via the contact centre or email, customers continue be impressed with the service they receive.

Staff are seen to be helpful and professional.

For those who struggle with navigating the website, the contact centre staff are felt to be crucial.

Quotes from research

“The individual on the phone clearly wanted to help me get the application right.”

“e-mail replies were very clear and helpful.”

“The person I spoke to was efficient, knowledgeable and very helpful, resolving the query in a few minutes.”

General advice and guidance

Customers value the wealth of information and guidance available on the Commission’s website.

Many say it is clear, accessible and covers all the key elements those involved in the running of charities need to know.

Some say guidance has improved in the past year, and has been particularly useful in light of the COVID-19 pandemic.

Quotes from research

“Guidance is very detailed.”

“The feedback and advice to achieve my goals was really helpful.”

“Very helpful in resolving the issue regarding our objects in the Articles of Association and suggesting amendments so we could be registered as a charity.”

The charity register and annual returns

As in last year’s survey, the register and annual returns system are generally thought to work well.

There is some recognition that improvements have been made to the layout of the website which some say is clearer and easier to use.

Quotes from research

“Register of Charities is the best and easiest function.”

“I feel it is a trustworthy source of registered charity information.”

“So easy to do Annual Returns nowadays.”

Availability of information

The website attracts praise from those who value the availability of a large amount of information and who feel able to access what they need.

However, there is a minority who criticise the website.

Quotes from research

“The range of information on the website makes it a useful ‘go to’ resource, whatever the subject matter.”

“I generally find looking for information easy, there are plenty of files on the majority of things Trustees may be seeking help with.”

“The information on the Charity Commission’s website is clear and helpful.”

Whilst the Commission is seen to provide detailed and helpful services, ratings for concision and ease of access remain lower

Services are seen to be comprehensive and detailed, with high levels of agreement for all measures

Descriptors of the services provided NET: Agree Neither agree nor disagree NET: Disagree
Comprehensive 73% 20% 7%
Sufficiently detailed 73% 20% 7%
Accessible 71% 21% 8%
Aimed at people in roles like mine 70% 22% 8%
Clear 68% 24% 8%
Easy to understand/ follow 66% 24% 10%
Easy to find/ access 63% 26% 11%
Timely 62% 25% 13%
Concise 60% 28% 12%
Understands my needs 59% 29% 11%

Q. Using a scale of 1-5, to what extent would you say that the services provided by the Charity Commission are… Base: 2021/22 (1,148)

Services are seen to be comprehensive and detailed, with clarity, ease to follow and ease of access increasing since 2019/20

Descriptors of the services provided Year NET: Agree
Comprehensive 2019/20 72%
  2020/21 73%
  2021/22 73%
Sufficiently detailed 2019/20 71%
  2020/21 72%
  2021/22 73%
Accessible 2019/20 Question not asked
  2020/21 Question not asked
  2021/22 71%
Aimed at people in roles like mine 2019/20 69%
  2020/21 68%
  2021/22 70%
Clear 2019/20 64%
  2020/21 67%
  2021/22 68% **
Easy to understand/ follow 2019/20 62%
  2020/21 65%
  2021/22 66% **
Easy to find/ access 2019/20 59%
  2020/21 62%
  2021/22 63% **
Timely 2019/20 Question not asked
  2020/21 Question not asked
  2021/22 62%
Concise 2019/20 60%
  2020/21 58%
  2021/22 60%
Understands my needs 2019/20 Question not asked
  2020/21 59%
  2021/22 59%

Q. Using a scale of 1-5, to what extent would you say that the services provided by the Charity Commission are… Base: 2019 (1,405), 2020 (1,315), 2021 (1,148)

** indicates a significant change since 2019/2020, * indicates a significant change since 2020/2021

Indeed, calls for improvement focus on providing clear & accessible information for all customers

Suggestions for improvement are focussed on how accessible and understandable guidance is

Clear and accessible information

Terminology is still sometimes found to be overly complex or legal in nature, and not aimed at ordinary people.

People remain keen that there should be someone available on the phone if they cannot access what they need by other means.

Quotes from research

“Once I was in contact with a named person who was able to give me targeted advice it was very good. Prior to that it was extremely difficult.”

“Although the website is reasonably straightforward it would be nice to have easier access to a real person - I am the only person at one charity who can manage to use a computer.”

Interpretation of guidance

Some continue to find the Commission’s advice impractical for non-professionals to follow.

These people are frustrated with a ‘one size fits all approach’ which ignores the needs of specific charities or does not account for how the rules may apply to charities in ‘real life’.

This is partly seen to be linked to difficulty in speaking to an advisor or case worker.

Quotes from research

“Remember many of us are not professionals, we don’t have sector knowledge and expertise. That’s what we come looking for! Just expecting us to do everything right is not helpful, we want to be told and/or shown how in basic simple language.”

“Simpler process for filling out annual returns and more guidance for non finance people.”

“The guidance on Serious Incident Reporting is awful - unclear and unhelpful.”

Responsiveness

When email communications are mentioned, it is often in the context of slow responses or not receiving a response at all.

Some feel the process of contacting the contact centre or email queries can take far too long, leaving them confused or unable to resolve their issue.

Quotes from research

“Email exchanges regarding changing the terms of the charity – though the response was slow (weeks).”

“When replying to an email with further questions I did not receive a reply, so I haven’t really had a helpful experience.”

“I’ve never had any response to emails.”

Website functionality

Though some find the amount of information helpful, others struggle to navigate it and find what they are looking for.

People continue to find that the search function frequently does not to bring up what they need.

Quotes from research

“The site itself is very in-depth and for someone setting up a charity for the first time it is exhausting and feels like a minefield.”

“It is very difficult to understand the website, definitely a case of information overload. It needs to be simplified big time - definitely not user friendly for an old fogie like me.”

“The search functionality on the website could be better.”

Customers continue to desire more accessible channels of verbal communication as well as quicker responses and clearer guidance

Customers would like:

Oral contact with the Commission

Quotes from research

“A telephone helpline where questions can be answered and guidance given on issues.”

“A contact for quick queries or clarification about any aspect of the Commission’s guidance.”

Greater responsiveness to queries and problems

Quotes from research

“Timely action on communications and actions by the Commission to avoid repeating submissions.”

“They are prepared to let things go on getting worse until a serious incident occurs as a result of their not being proactive.”

“I submitted an application, waited several weeks, and only then did I receive a huge amount of confusing and non-applicable feedback. If I had this information in the first place, it would have saved me (and the commission!) a lot of time.”

Clearer guidance on specific processes, e.g., submitting reports and accounts and applying for registration

Quotes from research

“Would like the guidance for submitting annual reports and accounts to be clearer in some parts.”

“Guidelines could have been made simpler / clearing when completing application.”

“Clearer, more accessible guidance which can be downloaded and printed, not just only available on web.”

Q. Was there any information or service that you would like to have had from the Charity Commission that you could not get? Base (245)

The few who have not had contact with the Charity Commission thought they did not want or need it

The few who have not had contact with the Charity Commission thought they did not want or need it

4% of those surveyed had no contact with the Charity Commission in the last year. When asked why they had not had any contact with the Commission, most stated that was because they did not want or need any help or contact.

Other reasons given included wanting help with the management of their charity but thought that it would be too time-consuming to contact/use the Charity Commission’s services; wanting help with the management of their charity but did not know where to start; and wanting help with the management of their charity but did not know that the Charity Commission provided it.

Appendix

Methodology

Yonder conducted an online survey of 1,191 participants taken from the Charity Commission’s database, sampled using the Charity Commission’s register. These included a combination of people who had had contact to submit an annual return in the past 12 months, those who had had other forms of contact in the past 12 months (e.g., applied for permission to make a change, were subject to a compliance enforcement case, applied to register, or reported a serious incident), and those who had had no contact at all in the past 12 months.

Where relevant, answer options were randomised, and scales rotated. All questions using opposing statements were asked using a sliding scale.

The data was weighted to be representative of the views and experiences of active customers of the Charity Commission.

Significance testing is used in this report to compare results from previous years against the 2021/22 data to check is differences were statistically significant at the 95% probability level. This means that we can be 95% confident that differences between years are genuine and have not occurred by chance. ** indicates a significant change since 2019/2020, * indicates a significant change since 2020/2021.

Respondents breakdown

Respondents role

Trustee 36%
Chair 25%
Treasurer 23%
Member of staff 22%
Other 9%
Volunteer 8%
Professional advisor 2%

Annual income of the charity

£0 - £10,000 28%
£10,001 - £25,000 16%
£25,001 - £100,000 22%
£100,001 - £500,000 14%
£500,001 + 17%

Length of time charity has operated

Up to 5 years 24%
6-10 years 9%
11-15 years 7%
16-20 years 8%
21-30 years 13%
31-50 years 17%
51-75 years 8%
76+ years 14%

Primary area the charity operates

South East 17%
South West 14%
London 11%
No primary area 9%
North West 9%
East of England 8%
West Midlands 7%
East Midlands 7%
Yorkshire and the Humber 6%
Overseas 5%
North East 4%
Wales 4%
Scotland 0%
Northern Ireland 0%

Charity remit

Education/ training 32%
Prevention/relief of poverty 17%
Religious activities 17%
General charitable purposes 17%
Health/ saving lives 16%
Recreation 15%
Arts/culture/heritage 14%
Disability 11%
Other charitable purposes 10%
Economic/community development/ unemployment 8%
Environment/ conservation 8%
Equality/diversity 7%
Accomodation/housing 6%
Amateur sport 6%
Overseas aid/famine 4%
Human rights, religious/ racial harmony 4%
Animal welfare 3%
Science and technology 1%
Armed forces/ emergency services 1%