This article isn't designed to be an exhaustive list of how to complete reaffiliation, but should offer some advice and support to enable you and your colleagues on the exec to complete the process.

The first thing to note is that the Students' Union is here to offer advice and support to enable your society to carry out the activities you enjoy most. 

You have a dedicated team of staff here to support you, all of whom are experienced in being on exec, running activities and events, and supporting students.

You are welcome to call in and see us during your time as an Exec. We really enjoy speaking with Exec members and helping you. 

The Students' Union office is based at the University House end of the Learning Zone (near the Learning Zone toilets).

Every week day afternoon we hold drop in's, so you can just turn up in the office and ask to speak to someone. We also work during the holiday's, so we're here all year round to help.

You can also email us with questions (although you'll get a quicker reply of you come in to see us!)

COVID-19 Update: Because of the impact of COVID-19 and the current lockdown staff support at the Union is much reduced. The Union building is closed however some staff are still working from home, please send questions and queries into and we will try to resolve your queries within 7 days.

What is Reaffiliation?

Society Reaffiliation supports an effective handover between Exec and prepare all societies for accepting new members over the summer and in Welcome Week. It’s the necessary completion of activity planning, activity reviews, financial management, health and safety management, and governance of the society.

Furthermore, as one of the Exec members of an affiliated society, you are also one of the student leaders within a registered UK charity, and so have certain obligations. You are asked to complete reaffiliation for your society to ensure that your group is meeting some of these obligations.

The Process of Re-affiliating your society is broken down into 2 key areas:

1. Individual Exec Training

There a number of short training modules to work through covering some key areas such as Health & Safety, Equality & Diversity, and Data Protection. The training modules take approximately 2 hours to complete collectively.

It is compulsory for ALL of your registered Exec Members to complete these to successfully Re-affiliate the society for next year.

2. Group Re-affiliation Documents

We ask you to submit some important documentation that should have been developed as part of your handover to the new Exec team. This includes an annual activity plan, a forecasted annual budget which accounts for all of your projected income and expenditure, your up to date society bank account details and signatories, as well as some other bits which are essential to a good handover and planning for the upcoming year! 

Re-affiliation must be completed by the end of Week 30 in order to be an official Lancaster University Society in the following academic year, and have a stall at Fresher's Fair.

Here is a quick guide to the tasks you need to complete as part of Society Reaffiliation:

Register the New Exec with the Students' Union

In order to ensure that you receive all the correct information and opportunities to get involved with uni life at Lancaster, we need to ensure that we have the correct contact details for your current exec.

You can complete this online form and it will send the information directly to us.

You will need to know the library card number, and contact details (including the email address) for ALL the exec members.

Get the bank account transferred to the new exec!

Ensure this is done ASAP, before any of the old exec leave Lancaster. 

It can be quite a long and laborious process, so start as early as you can!

Most bank accounts require at least two signatories. You can also have other people named on the account. All these people will need to provide photo ID and proof of address to the bank. 

They will also be credit checked.

It may be worth discussing this straight after elections to ensure that everyone meets the criteria to hold a UK bank account. That way, any potential issues can be addressed as early as possible.

Familiarise yourself with your group area on (Union Cloud) and make the necessary updates

With over 9,000 memberships processed through the Students' Union website each year, this is a great way to recruit members and manage your society.

Every group manages their own pages on the website, so you control what people see about your group. You can also sell memberships and tickets with £0 card transaction fees. All events that you create and promote through the website also feed into iLancaster, giving your group even more visibility. You can link social media pages too.

There are some guidance pages here, but you can also email the dedicated Support Team and arrange to meet them for one-to-one support.

Ensure you all understand your individual roles and expectations within the group

This might sound obvious, but it's worth having a discussion at one of your first meetings to ensure that there is a true understanding of what your role involves. That way, if there is anything you were unaware of, or need support with, then you can discuss this with each other (or Students' Union) early on in your time in the role.

We'd also encourage you to discuss your motivations for wanting to be on the Exec, so you can get a better understanding of the group dynamic, right from the start.

Ensure the handover is completed with the past exec, and any important information is passed on

Each exec has a different handover experience. For some, they are passed valuable and useful information.... others receive virtually nothing!!

You may want to ask questions such as:

  • What events they have committed to in the future?
  • What is the current bank balance?
  • What worked well last year?
  • What do they wish they had done differently?
  • What advice would they give you?!

Plan your activity

For a start, in order to plan your society finances, it's important to ensure you know what you're going to spend money on! 

So, planning your activity can ensure that you charge the correct membership fees, allow your members to budget for trips, or even ensure that the space you need for activity is secured. 

If you do need additional funding, it's important that you apply for this early in the year. You can apply up to a year ahead, and we can ensure that the cash is saved for you.

If you apply late, we may have run out of cash - remember there are over 200 other groups who can apply for this funding!

If you want to hold a big show, or event, then space can be difficult to find. By requesting the space early, then you have a significantly higher chance of securing the space. The later you leave this, the less likely it is that the space will be available.

If you want to invite a special guest or speaker to campus, you may need to ensure that they are booked well in advance. You may also have to book transport or hotels for them too....

Below is a full year plan, so as an exec you can use this as a template to plan your activity.

Start by pencilling in the activity that you'd like to do. Once you've got the full year planned, you can then start to look at the logistics.

Once you've agreed on the completed activity plan, and all agreed on what your activities will, you can then start to think about the expenditure and income from each activity, and compile the annual budget.

Compile the budget

I've lost count of the number of groups who have miscalculated the cost of an event or activity, and found the society in significant financial difficulty.

As a consequence, it has added stress, upset and worry to this experience.

We fully appreciate that everyone has different experience, and knowledge, and we work with whatever knowledge you have!

If you're confused or worried about anything, then you must speak to us. 

Using the completed activity plan, and membership numbers for last year, and target members for the coming year, you can start to put together the income and expenditure for the year.

You may have opportunities to gain some additional income, either through charging a little more for events, or membership, sponsorship, or even paid opportunities through Students' Union.

Hints and tips:

  • Get at least three quotes for high expenditure
  • Talk about how you're going to spend the money - can people claim it back from you? How will you agree the smaller items for expenditure?
  • If you are required to sign any contracts, ask our Commercial Manager's advice! There may be some sneaky clauses in there!
  • Do you need to reconsider the society membership fee?
  • Is this a sustainable budget? Will it bring in enough cash?! Or do you need Students' Union funding?
  • ASK FOR HELP!! If there is anything at all you're unsure of, or just want some advice, then come and see us!
  • Just because something has been done one way in the past, it doesn't mean you HAVE to do it that way!

9. Ensure that the appropriate people have completed mandatory training

You will need to ensure that you have completed the following online training courses:

Failure to complete the training could result in your society being disaffiliated with Lancaster University and Students' Union.

10. Come into the Students' Union office and say Hi!

... or even better, invite us to join you at a session, so we can see what you do!

We really enjoy working with our student groups. Coming along to a session means we get to share what you enjoy and could help us to create even better opportunities for you in the future!

The dedicated Societies Support Team has over three decades of experience between us, and we like to think we've seen and heard it all before. We'll always try to do our best to help, or just listen.

We welcome feedback on what we can do to help too, so please do let us know how we need to improve.

We work full time, 52 weeks a year, so there should always be someone available to help.

There are also drop-in's every weekday afternoon during term time. Just come into the Students' Union office.


Network with other societies.

You're not competing, you're all student leaders, you're all colleagues. So, please collaborate, share ideas, and work together to continue making Lancaster an amazing place to be a student!

There is a dedicated Exec Facebook page, so please do join.