Publication - Independent report

Governance of NHS endowment funds: review report

Published: 28 Oct 2021

An independent review, chaired by Julie Hutchison LLB TEP WS, to consider and provide recommendations on changes that could be enacted to strengthen governance arrangements for NHS endowment funds.

Governance of NHS endowment funds: review report
Appendix 5

Appendix 5

Acknowledgements

The Chair would like to extend her thanks in particular to the Project Group

Name - Title (at time of the Review) - Organisation

Laura Anderson - Head of Professional Advice and Intelligence - OSCR

Alan Eccles - Partner - Brodies LLP

Jane Ferguson - Director - Lothian Health Board Endowment Fund (known as Edinburgh and Lothians Health Foundation)

Beth Grieve - Financial Accounting and Planning Manager - Scottish Government

Alex Linkston - Chair - NHS Forth Valley

Richard McCallum - Deputy Director, Health Finance and Infrastructure - Scottish Government

Gavin McEwan - Partner - Turcan Connell

Christine McLaughlin - Chief Finance Officer, NHS Scotland - Scottish Government

Tricia Marwick - Chair - NHS Fife

The Chair would like to thank all those who participated in meetings during the course of the Review, who shared their insight and whose contributions have helped to shape the recommendations. Reference Group members are identified with a *

Name - Title (at time of the Review) - Organisation

Laura Ace - Director of Finance - NHS Lanarkshire

Iain Addison * - Head of Area Accounting - NHS Highland

Pat Armstrong - Chief Executive - ACOSVO

Lesley Bowie - Vice-Chair - NHS Ayrshire and Arran

Debbie Bozkurt * - Head of Finance and Procurement - NHS Western Isles

Bob Brown * - Assistant Director of Finance - NHS Ayrshire and Arran

John Brown - Chair - NHS Greater Glasgow and Clyde

Joanne Brown - Partner - Grant Thornton

Ian Burgess - Chair - NHS Western Isles

Jacqueline Carrigan - Head of Finance - NHS Greater Glasgow and Clyde

Julie Carter * - Director of Finance and Logistics - Scottish Ambulance Service

Moira Cathcart - Senior Legal Advisor - OSCR

Linsey Craig - Public Appointments Manager - Scottish Government

David Crichton - Chair - NHS Health Scotland

Terry Currie - Chair - State Hospitals Board for Scotland

Patricia Donald - Non-Executive Member - NHS Lothian

Susan Douglas-Scott - Chair - Golden Jubilee Foundation

Mark Doyle * - Interim Director of Finance - NHS Orkney

Simon Dryburgh * - Assistant Director of Finance - NHS Forth Valley

Kerry Falconer - Fundraiser/donor - n/a

Julie Farr* - Charity Manager - NHS Fife

David Garbutt - Chair - NHS Education for Scotland

Dave Garden - Director of Finance - NHS Highland

Carol Gillies - Director of Finance - NHS Borders

Susan Goldsmith * - Director of Finance - NHS Lothian

Luan Grugeon - Non-Executive Member - NHS Grampian

Melissa Gunn Non-Executive Member - NHS Dumfries and Galloway

Karen Hamilton - Chair - NHS Borders

Angela Harkness - Director of Global Development and Strategic Partnerships - Golden Jubilee Foundation

Stuart Holmes - Senior Solicitor - Central Legal Office

Brian Houston - Chair - NHS Lothian

Elizabeth Ireland - Chair - NHS National Services Scotland

Nicola Janczyk - Finance Manager - Scottish Ambulance Service

Duncan Keith - Head of Finance - Scottish Ambulance Service

Ruth Kelly - Deputy Director of HR - NHS Lothian

Garry Kidd * - Assistant Director of Finance - NHS Grampian

Ian Kinniburgh - Chair - NHS Orkney

Robert Kirkwood - Corporate Business Manager - Scottish Government

Rona Laing - Non-Executive Member - NHS Fife

Katy Lewis * - Director of Finance - NHS Dumfries and Galloway

Derek Lindsay - Director of Finance - NHS Ayrshire and Arran

Sheena Lonchay - Endowment Operational Manager - NHS Grampian

Derek Lonsdale - Head of Finance - NHS Orkney

Carolyn Low - Director of Finance - NHS National Services Scotland

Stuart Lyall * - Deputy Director of Finance - NHS Tayside

Lynda Lynch - Chair - NHS Grampian

Robert Mackinnon - Associate Director of Finance - NHS Tayside

Neena Mahal - Chair - NHS Lanarkshire

Alan Main - Senior VAT Manager - Saffery Champness

Craig Marriott - Deputy Director of Finance - NHS Lothian

Colin Marsland * - Director of Finance - NHS Shetland

Stephen Mather - Non-Executive Member - NHS Borders

Anita McCloy * - Senior Finance Manager - NHS Borders

Kenneth McDowell - Partner - Saffery Champness

Maria McFeat - Assistant Director of Finance - Scottish Ambulance Service

Claire McHarrie - Senior Policy Officer - Scottish Government

Marianne McJannett - Associate - TC Young

Trudy McLeay - Non-Executive Member - NHS Tayside

Nick Mitchell - Endowment Operational Manager - NHS Dumfries and Galloway

Brian Moore - Non-Executive Member - NHS Lanarkshire

Nicholas Morris - Chair - NHS Dumfries and Galloway

Euan Morrison - Director - Chiene + Tait

Colin Neil * - Director of Finance - Golden Jubilee Foundation

Alison Paines - Partner, Head of Charities - Withers LLP

Ann Pascoe - Non-Executive Member - NHS Highland

Andrew Patience - Director of Finance - NHS Health Scotland

Carol Potter * - Director of Finance - NHS Fife

Ian Ritchie - Non-Executive Member - NHS Greater Glasgow and Clyde

Boyd Robertson - Chair - NHS Highland

Gary Robinson - Chair - NHS Shetland

Alan Sharp - Assistant Director of Finance - NHS Grampian

Michael Sheils * - Head of Financial Services - NHS Greater Glasgow and Clyde

Norma Shippin - Director - Central Legal Office

Janice Sinclair - Head of Finance - NHS Education for Scotland

Gordon Smith * - Head of Corporate Finance - NHS Lanarkshire

Madeline Smith - Vice-Chair - NHS 24

Tom Steele - Chair - Scottish Ambulance Service

Ellen Stewart - Chancellor's Fellow - University of Edinburgh

Martin Togneri - Non-Executive Member - Scottish Ambulance Service

Roger Waite - Associate, Charities - Withers LLP

Margaret Waterston - Director of Finance - Healthcare Improvement Scotland

Helen Webster - Team Leader, Charity Law and Volunteering - Scottish Government

Garry Wells - Treasury Services Manager - NHS Forth Valley

Carole Wilkinson - Chair - Healthcare Improvement Scotland

Rhona Wilson - Directorate Accountant - Golden Jubilee Foundation

Stuart Wilson - Financial Planning Manager - Scottish Government


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