Annual returns & fees
New Annual Returns
We have recently updated and re-formatted the annual returns for clubs registered under the Friendly Societies Act 1974 and for societies registered under the Industrial and Provident Societies Act 1965. The main purpose of this update is to make them more user friendly and to give them the same look and feel as other forms we use in the FSA. We have not changed the information we ask for from societies or clubs as the information we require is primarily defined by the relevant legislation.
Please find the forms below.
Periodic fees
Registered societies should note that there are no separate fees for individual registration events such as rule amendments, recording of charges or for filing annual returns for unauthorised societies.
Once registered, societies now only pay one fee each year - a periodic fee (see Periodic Fees (Unauthorised Mutual Societies Registration) (2008/2009) Instrument 2009/31.
Invoices in respect of periodic fees for mutual societies are sent out in September each year. Any society that has not received it's invoice by October, or has a query relating to periodic fees, should contact the FSA in one of the ways set out on the Fees Contacts pages.
Annual returns for Mutual Societies
All mutual societies must send an annual return and/or accounts to us within the timescale prescribed for the particular type of society.
Annual return for clubs registered under the Friendly Societies Act 1974
- Download a copy of the annual return form.
- Download the Information note about completing an annual return for a club registered under the Friendly Societies Act 1974.
- Download the disclosure requirements for the accounts of working mens clubs. (AR41D).
Annual return for societies registered under the Industrial and Provident Societies Act 1965
- Download a copy of the annual return form.
- Download the Information note about completing an annual return for a society registered under the Industrial and Provident Societies Act 1965.
Annual return for credit unions
- For information see the Credit unions pages.
For more information see Annual returns for mutual societies.
Supplementary returns
If you do not produce accounts to the minimum standard we require you will have to complete a supplementary return instead of Part 2 of your annual return.
You can find the relevant forms on the Supplementary returns for mutual societies page.
