Overview
Master the art of preparing and filing Annual Reports in compliance with UK legal and regulatory standards. This practical, hands-on 1-day training course is designed for professionals who want to confidently prepare Annual Reports for UK-incorporated companies. Whether you're new to Annual Reporting or seeking to sharpen your skills, you'll leave with a comprehensive toolkit and actionable insights to streamline your reporting process.
Course Cost (excluding VAT)
Non-Member - £550
Professional Subscriber - £495
Member - £440
A discount is available for registered charities, please email training@cgi.org.uk.
For any related enquiries please contact us at training@cgi.org.uk, or call us at +44 (0)20 7580 4741
Learning outcomes
By the end of the course, you will:
• Understand the purpose and users of Annual Reports
• Navigate relevant legislation and regulatory requirements
• Manage a typical Annual Report project timeline and stakeholder process
• Draft key sections with clarity and compliance
• Apply design principles to enhance readability and engagement
• Address common challenges such as data collection, consistency and voluntary disclosures
• Explore tools and technologies, including AI, to support your workflow
• Recognise and prepare ancillary documents associated with Annual Reporting
Course Purpose
The Annual Report Toolkit equips participants with the knowledge and practical skills needed to:-
• Understand the legal and regulatory framework governing Annual Reports in UK
• Confidently draft and review key sections of the Annual Report
• Manage the end-to-end reporting process, from stakeholder engagement to final submission
• Ensure full compliance and avoid common pitfalls
People who take this course often go on to book:
Takeaway Materials
All delegates will receive:
• A comprehensive delegate pack with course notes and presentation slides
• A certificate of attendance
• 6 CPD hours accredited by The Chartered Governance Institute UK & Ireland
• 6 months’ complimentary professional subscription to the Institute, including access to G+C Magazine, exclusive briefings, discounts, and a rich knowledge base
Competency framework
This course aligns to CGI’s competency framework: Entry/Emerging
Use the competency framework to identify your strengths and areas for improvement in governance.
Programme
Legal and regulatory obligations under UK law
Key stakeholders and users of the report
Regulatory deadlines and planning timelines
Stakeholder roles and responsibilities
Review cycles, verification, and approvals
Publishing formats and filing procedures
Impact of company size and type on content
Mandatory sections and typical inclusions
Best practices for drafting each section
Identifying your audience and communication goals
Considering the impact of the medium: print, digital
Deemed consent and electronic communications
Working with specialist design agencies
Coordinating with internal and external stakeholders
Gathering accurate and timely data
Ensuring consistency across disclosures
Navigating voluntary vs. mandatory content
Compliance checklists and templates
AI-assisted drafting and review tools
Design software and layout tools
Verification platforms and audit trails
Subsidiary Annual Reports
Notices of availability (hard copy and email)
AGM notices and proxy forms
E-communications sign-up and deemed consent documentation
RNS announcements for listed/traded companies