Financial Risk Assessment

(A pdf copy of this document is available for download here)

Date: May 2025
Prepared by: J Stuart, Town Clerk
Reviewed by: Council
Review Frequency: Annual or upon material change in circumstances

1. Risk Assessment Table

Risk Area Risk Description Likelihood Impact Risk Score Controls/Mitigation Residual Risk
Budgetary Control Budget overspend due to poor forecasting or unexpected costs Medium High Medium-High Monthly budget monitoring; approval process for spend; reserves policy Low
Precept Setting Inadequate precept resulting in underfunding Low High Medium Based on robust budget planning; public consultation; reserve analysis Low
Cash Flow Insufficient funds to meet short-term obligations Low High Medium Regular cash flow forecasts; minimum reserve balance Low
Fraud & Misappropriation Theft or misappropriation of council funds Low High Medium Segregation of duties; internal audit; bank reconciliation; Fidelity Guarantee insurance Low
Grant Income Reliance Loss of grant income Medium Medium Medium Diversified funding sources; prudent use of grants; not used to fund ongoing costs Low-Medium
Procurement & Value for Money Failure to achieve best value in purchasing or contracts Medium Medium Medium Standing Orders and Financial Regs; tendering process; quotes for purchases Low
Reserves Management Inadequate reserves to cover emergencies or unforeseen costs Low High Medium General reserves policy Low
Compliance with Financial Regulations Breach of financial or audit regulations Low High Medium Regular training; internal controls; independent internal audit Low
Payroll & Staffing Costs Overruns, errors, or non-compliance with HMRC or pension contributions Medium Medium Medium Outsourced payroll or reviewed internally; contracts in place; HR/payroll software Low
Capital Projects Overspend Major project exceeds budget or is delayed Medium High High Project plan, risk register, contingency fund, committee oversight Medium
Insurance Adequacy Insurance does not cover relevant risks or has lapsed Low High Medium Annual review of cover; specialist advice if needed Low

 


2. Risk Scoring Matrix

Likelihood Impact Risk Score

Likelihood Impact Risk Score
Low Low Low
Low High Medium
Medium Medium Medium
Medium High Medium-High
High High High

 


3. Key Controls in Place

  • Financial Regulations & Standing Orders – Regularly reviewed and updated in line with latest guidance.
  • Internal & External Audit – Independent internal audit plus external audit as required under the Local Audit and Accountability Act 2014.
  • Budget Monitoring – Regular reports to council or finance committee; variance analysis.
  • Asset Register & Insurance – Maintained and reviewed annually.
  • Reserves Policy – In place and reviewed annually with the budget.
  • Fidelity Guarantee Insurance – Covers staff and councillors handling finances.
  • Training – For councillors and staff on financial responsibilities.

 


4. Emerging Or Future Risks

Risk Description Potential Impact Monitoring Approach
Inflationary pressure on service costs Increased cost of delivery Monitor economic indicators and adjust budget planning
Changes to Government Funding Formula or Audit Regs Uncertainty in funding or burden Liaison with NALC/SLCC; policy watch
Cybersecurity & IT systems Data breach or service disruption IT provider controls; cyber insurance

 

5. Review & Sign-Off

Reviewed By

Date Reviewed

Notes / Actions Required

Clerk / RFO [Insert Date]