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← The Forward Trust

2025-03-31-accounts

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Annual Review,
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Company number: 02560474

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Contents

Part 1: Annual Review

Message from the Chair and CEO About Forward What we do Where we work Who we work with Service Delivery

Part 2: Impact Report

Overview (Stages of change) Substance Misuse and Mental Health Criminal Justice Employment Recovery and Belonging

Part 3: Trustees’ Report and Accounts

6 8 10 14 16 26 34 40 42 45 46 47 47 54 58 60 62 68 71 72 78

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

ANNUAL REVIEW

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THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

We are delighted to introduce The Forward Trust’s annual review, accounts and impact report for 2024/25.

This year has been one of continued growth, innovation, and deepened impact across our services. We supported over 35,000 people – 3,000 more than last year and our highest ever reach.

One of us, the Chief Executive, is now in his 21st year with Forward Trust, while the other is newly arrived, only becoming Chairman of Trustees in the final months of the 2024 –25 financial year. But we both share a deep commitment to providing care, support and recovery to people who are struggling with addiction or mental health problems, or are in a cycle of crime, unemployment or homelessness.

This year saw the development of our brandnew desistance, wellbeing, and family services at the newest prison in the country, HMP Millsike near York, which opened in April 2025. We also secured two new custodial substance misuse contracts - Oakhill Secure Training Centre - which houses young people from 12 to 18 - and Campsfield House Immigration Removal Centre. Both contracts launch this year. Other highlights included a digital inclusion pilot project for community service users, the expansion of our Forward Connect recovery network, and being involved in the development of the ‘Shaping Us Framework’ with the Royal Foundation Centre for Early Childhood.

We remain supremely proud of the mission of this charity, and the hard work of all of its 900 employees and 400 volunteers (around 40% of whom themselves have direct lived experience of turning their lives around to become trusted colleagues and admired role models).

This is the first time we have combined our annual review and accounts with our impact report into one single publication. It is split into three parts.

In Part 1 , we document service achievements across our four areas of work: substance misuse and mental health; criminal justice; employment; and recovery and belonging. Each service area section contains personal updates from the Executive Director in charge, as well as highlights from the year and inspirational lived experience stories from people we have helped. We also present our geographical reach across England and Wales.

Part 2 covers our impact, highlighting the transformational outcomes of our work, as well as our vision of change and stages of progress. We have a clear view of what success looks like for our clients, and a commitment to constantly reviewing whether our work is achieving real outcomes. This section shares what we know so far.

Part 3 contains this year’s annual audited accounts, as well as a narrative overview from our Treasurer, Jamie Drummond-Smith. The accounts for the year ending 31 March 2025 show that the Charity continues to grow and diversify. This report indicates that the charity has achieved this safely and sustainably, and our economic outlook remains steady. Our contract base remains intact, and we anticipate further growth at the start of the new financial year. The Charity delivered a deficit of £1,377k in 2024 – 25. This is set against a challenging financial environment, where pressures on our commissioners to reduce costs have been heightened, and some of our philanthropic

supporters have had to either discontinue financial support or defer funding decisions beyond the end of the year. We have also had to absorb the Government’s increase in Employer’s National Insurance during the year, which increased charity staff costs by around £850k. Despite this, the charity’s outlook remains positive, and we expect to return to surplus during the 2025-26 financial year.

Finally, we would like to acknowledge our partners, funders and supporters, without whom we wouldn’t be able to achieve our reach and impact. The generosity of those who have supported us financially has enabled us to continue growing our reach and impact, and the expertise and dedication of our service delivery partners have ensured that more people have the opportunity to thrive and build a better future.

We hope you enjoy reading this report.

Tony Adams MBE and Mike Trace

Tony Adams MBE, Mike Trace, Chairman CEO

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

The Forward Trust is a social justice charity that supports people to recover from addiction and/or leave behind crime, helping them to lead fulfilling lives with family, friends, jobs, homes, and a sense of belonging.

We deliver services to address substance misuse, mental health and employment issues in more than 70 prisons and community settings across England and Wales (detailed on page 12). These services are commissioned through contracts with government departments – Department of Health and Social Care, Ministry of Justice, and Department for Work and Pensions. Clients making progress through these services can make use of our unique range of ‘Recovery and Belonging’ services that help them maintain lasting recovery and transformational change - recovery programmes, safe and supportive housing, family support, recovery support, and the Forward Connect peer community.

We also campaign to change public attitudes and policy, so that more people feel able to ask for help in a society that believes in the power of second chances and long-term recovery.

Whatever their history or circumstance, we believe that anyone, with the right support, can overcome their problems and fulfil their potential.

All too often, individuals who experience addiction or perpetrate crime are written off as beyond hope, or a lost cause.

Our work and nearly 35 years of experience prove otherwise, having supported thousands of individuals from all walks of life to achieve transformational change - and lasting recovery. We exist to give this life-changing opportunity to as many people as possible.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

In 2024/25, Forward delivered 74 contracted services in addition to a range of charitably-funded projects and support:

Employment

Substance Misuse and Mental Health

Prison services

Community services

Enterprise support and employment opportunities through Blue Sky Services (grounds maintenance) delivering 12 contracts

Recovery and Belonging

Recovery programmes:

Criminal Justice

HMP Millsike

Probation services

Housing Support

Family Support

Recovery Support

Forward Connect

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Through these services we reached 35,325 people in 2024/25.

These services spanned the breadth of England and Wales as set out in the map below, including delivery in 28 prisons (22% of the prison estate, detailed in the table).

SERVICE KEY

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|||||| |---|---|---|---|---| |[ Criminal Justice Services]| |Substance Misuse and Mental Health| |Recovery and B|e|longing -|H|ousing| |bad|Employment| |Recovery and Belonging - Residential| |Substance Misuse and| |Mental Health (Reconnect)| |Our Apprenticeship training programme| |(part of our Employment services) is| |delivered nationwide|

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Forward’s prison-based services

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||| |---|---| |Area|Prison| |HMP Belmarsh| |HMP Brixton| |HMP/YOI Feltham| |Heathrow Immigration Removal Centre| |London|HMP/YOI Isis| |HMP Pentonville| |HMP Thameside| |HMP Wandsworth| |HMP Wormwood Scrubs| |HMP/YOI Aylesbury| |Thames Valley| |HMP Bullingdon| |HMP Bronzefield| |HMP Coldingley| |Surrey|HMP Downview| |HMP High Down| |HMP Send| |South West|HMP Winchester| |Yorkshire|HMP Millsike| |HMP Chelmsford| |HMP Highpoint| |East of England|HMP Hollesley Bay| |HMP The Mount| |HMP Warren Hill| |HMP Onley| |Midlands|HMP Rye Hill| |HMP Stoke Heath| |HMP Swansea| |Wales|HMP Cardiff| |HMP Berwyn|

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THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Through our services, we reach some of society’s most marginalised and disadvantaged groups – the individuals we support are often homeless, out of work, and in poor mental or physical health; most will have been let down by schools or the care system, and many will have been traumatised by adverse childhood experiences.

Our Employment Services are commissioned to specifically target ex-offenders and people in recovery from addiction, who share many of the challenges and disadvantages described above, as well as people from other disadvantaged backgrounds who are claiming Universal Credit. We also support young people not currently in education, employment, or training (NEET) where:

More broadly in the prison system, as indicators of severe disadvantage:

We know this from the data we collect on clients in our different service areas, and from national statistics.

For example, in our substance misuse and mental health services , only 1 in 5 of our clients in the community in 24/25 were employed at the time, and nearly 1 in 10 have never been employed. In prison, the situation is even worse, with 1 in 4 clients never having had an official job.

Even through the growth and expansion of our services, Forward remains committed to reach people who most need our help and who have most been let down by society.

For people on probation who receive our Criminal Justice Commissioned Rehabilitative Services, while we don’t collect extensive data on their needs and backgrounds as they are referred to us by probation services, national data sets tell us that

EMPLOYMENT NEED Ss Services, while we don’t collect extensive data In terms of housing, 1 in 4 of our community on their needs and backgrounds as they are clients in 24/25 were homeless or insecurely referred to us by probation services, national housed at point of assessment, and nearly 1 in 2 ' Jt data sets tell us that | a[(AY] of our prison clients were in a similar situation. Only 1 in 5 of our substance misuse > 60% report problematic drug use.[.] clients in the community have a job; > Probation clients are 8.8 times more likely HOUSING NEED to report a mental health condition than 7K e 0 T the general population. On release from prison, only 1 in 5 (19.3%) | 1 in 10 have never been employed. are employed with 6 weeks. 1 in 4 of clients in the community are homeless or insecurely housed. f 1 in 2 prison clients didn’t 1 in 4 prison clients have never have a home before they ' started their sentence. worked legally.

In terms of housing, 1 in 4 of our community clients in 24/25 were homeless or insecurely housed at point of assessment, and nearly 1 in 2 of our prison clients were in a similar situation.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Personal reflections on the year By Jason Moore, Executive Director for Substance Misuse Services

Substance misuse and mental health

Service Overview

In 2024/25, we delivered advice, support and treatment in 6 community services and 17 prisons to help people achieve personal goals related to their use of drugs and alcohol, whether that is to use more safely, cut down, or become abstinent and achieve recovery. We offered ‘psychosocial’ support (therapeutic interventions on a one-to-one and group basis) alongside ‘clinical’ support (opiate substitution treatment and other health interventions).

In prisons, we also delivered mental health support (talking therapies) in 5 prisons and Reconnect (linking prison leavers with healthcare in the community) across the East of England.

2024-25 threw a lot at our substance misuse and mental health services. I’m incredibly proud of how our teams have responded. Rising drug-related deaths and emerging dangerous drug trends have demanded agility and innovation. We distributed more Naloxone kits and training than ever before, and thanks to an innovative pilot project have tracked many of those who have left prison with one of these life-saving kits in their pocket.

Our Mortality and Serious Incident Review Group continues to monitor incidents and implement learning to reduce fatalities, while the rollout of Rapid Access Prescribing Clinics (more on this below) in our community-based services is testament to our focused response. In prisons we continue to see an increase in dangerous, evolving drug use,

as reported by HM Inspector of Prisons and the media. As detailed below, we have adapted services to improve our response and reduce the risks to this vulnerable group. At HMP High Down and HMP Aylesbury , our trailblazing work to engage high-risk, chaotic drug users via assertive outreach and increased peer support is already showing encouraging results, with plans to expand this model.

A key focus has been continuity of care from custody to community (more below). This effort improved engagement rates post-release, though the government’s SDS40 early release scheme created disruption by releasing many prisoners at short notice. Our Eastern prisons-based Talking Therapies service has grown stronger, expanding its intervention suite, overcoming recruitment hurdles, and launching an innovative v irtual reality mindfulness programme at HMP Warren Hill.

This year, the directorate successfully mobilised numerous contracts, including renewals in East Kent, Essex, Hull, and Liverpool , and a significant expansion of Reconnect across the East . Two new custodial contracts— Campsfield House Immigration Removal Centre and Oakhill Secure Training Centre —will launch in 2025–26, expanding our portfolio and partnerships. Recruitment and retention challenges persist due to a tight labour market. However, we welcome the government’s plans to professionalise the sector and are wellpositioned to implement this agenda. Forward Trust is committed to attracting passionate, mission-driven professionals. Despite this year’s pressures, our recovery communities remain vibrant and resilient. Our intensive programmes continue to create lasting change for individuals facing addiction and feed directly into our Forward Connect networks, which are part of our ‘Recovery and Belonging’ service (see page 40), reinforcing our mission.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HIGHLIGHTS: PRISON SERVICES

Strengthening Support: How One-to-One Counselling in Surrey’s Female Prisons Is Transforming Mental Health and Recovery

In 2022, we launched a new service offering one-to-one counselling for graduates of our programmes at two women’s prisons in Surrey: HMP Send and HMP Downview, kindly supported by charitable donations. The following year, the initiative was expanded to HMP Bronzefield.

Since it launched, the project has gone from strength to strength, and we are now able to offer support to clients both before and after they engage in our treatment services. In the last year, the service has received over 200 referrals and provided over 800 hours of counselling across 3 prisons.

This service has made a real difference to the women we support. We’ve seen measurable improvements in those completing counselling, with 77% of clients who completed the course showing a noticeable decrease in depression and 83% a noticeable decrease in anxiety.

The service was recognised with a Forward Trust Impact and Innovation Award , celebrating new ideas that have strengthened Forward Trust’s mission. Partnership has been central to our progress. We’ve deepened multi-agency working, increased participation in the Footsteps to Recovery programme, and extended our counselling offer into male establishments— already supporting nine men with tailored interventions. Our work has been praised by His Majesty’s Inspectorate of Prisons at both HMP Send and HMP Bronzefield for its personcentred and collaborative approach.

We’ve also advanced our Dual Diagnosis work, tackling addiction and mental health together through a new integrated framework. And, in response to unmet need, we launched Step by Step Therapy at HMP Bronzefield—offering meaningful, one-session-at-a-time support for those on remand or short sentences.

Transforming Young Lives Through Recovery at Oakhill Secure Training Centre

This year, we were thrilled to be given the opportunity to expand our work with young people in secure facilities. Forward were invited by one of our partners, Dr PA Secure, to bring our expertise in psychosocial (non-clinical) substance misuse support to Oakhill Secure Training Centre in Milton Keynes. Oakhill is home to up to 80 young people aged 12–18.

This new chapter is more than just a contract—it’s a chance to walk alongside young people at a pivotal point in their lives, offering hope, guidance, and the tools to build lasting change. It marks an exciting step forward for our directorate and our organisation as a whole, strengthening our reach and deepening our impact with those who need it most.

We have spent the last part of the year preparing for the service to go live, and the contract went live on 1st May 2025.

New working group improves continuity of care by 50%

One of the year’s key milestones was the launch of our Continuity of Care (CoC) Working Group, working to ensure that clients leaving prison can access structured community treatment within 21 days of release. The initiative not only reflects our core values but also drives progress toward the Office for Health Improvement and Disparities (OHID) target of 75% of prison leavers with substance misuse issues entering community treatment within that crucial 21-day window.

The group has injected fresh energy and attention into this vital agenda, bringing about creative solutions to what has been a challenging issue for many years. A range of practical tools and processes have been developed, including a best practice framework, joint working protocols, and process maps to support smooth transitions, alongside directories of key contacts and a four-part release form with guidance. Regular working groups and monthly performance reports ensure accountability and drive improvement. To support staff, reflective practice materials have also been developed for use in team meetings.

The results are already impressive. By early 2025, 69% of our prisons had improved their CoC data, with six performing above the national average. Forward’s internal overall continuity of care rate has increased by 50% since the group was initiated.

There is still more to achieve, but our directorate is not standing still. By challenging the way we work and strengthening partnerships nationwide, we are building momentum toward lasting, system-wide change.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HIGHLIGHTS: COMMUNITY SERVICES

Transforming support for people with opioid dependence in Surrey prisons

This year we introduced a new opioid substitute medication, Buvidal, to our Surrey prisons service. Buvidal is a prolonged-release buprenorphine injection that is administered weekly or monthly. Traditionally, most people receiving Opioid Substitution Treatment (OST) rely on daily medication, often under supervision—a routine that can feel restrictive and disruptive.

The benefits of this new service are numerous: no longer having to take a daily tablet has led to a reduced risk of misuse and a greater ability to balance other responsibilities, particularly for those who are work outside the prison on day release or are due to be released imminently. Clients and their families have reported significant y improvements, including better sleep, less anxiety about missing doses, enhanced work–life balance, and a stronger overall sense of health and wellbeing. Allowing clients to have access to this medication, along with the support of our trained clinical team, is transforming the treatment experience, giving individuals more control and confidence as they focus on recovery.

Scaling Up Naloxone in Surrey Prisons: Progress and Impact

Over the past year, The Forward Trust, in partnership with HMPPS and Central and North West London NHS Foundation Trust (CNWL), has driven the Surrey-wide Naloxone Pathfinder Project to make sure every prison leaver is offered not only Naloxone but also the skills to use it confidently. The results speak for themselves: more than 550 take-home kits have already been distributed across HMP Send, Coldingley, High Down, Downview, and Bronzefield—with Bronzefield in particular showing a sharp rise in uptake.

Crucially, the project has widened access beyond those already engaged with Forward Trust, reaching more than 140 additional individuals with training and lifesaving kits before release. A follow-up element has strengthened the impact of the initial scheme, offering feedback opportunities, linking people with community services, and supporting ongoing recovery journeys.

The difference is already being felt on the ground. One participant, equipped with a nasal naloxone kit, reported using it after release to save a life— a powerful reminder of why this work matters.

Navigating new realities in substance use: how our Emerging Drug Trends Working Group is turning information into action

In response to rising reports of new and emerging drug trends both nationally and within our services, we launched the Emerging Drug Trends Working Group this year. Its mission is clear: to provide a swift, coordinated, and proactive response to staff, service users, and the public whenever new substances are identified.

Bringing together functional leads from across the organisation, the group serves as a hub for collaboration, discussion, and action on how emerging drug trends affect service users, services, and operational plans.

Already, the group has delivered significant outcomes. These include introducing testing kits for synthetic opioids like Nitazenes and Xylazine in both prison and community services, providing tailored harm minimisation guidance, running targeted social media campaigns, updating and reviewing resources, sharing substance alerts with staff, stakeholders, and service users, and enhancing staff training to address local needs more effectively.

Building on this strong foundation, the directorate is committed to expanding and strengthening this vital work in the year ahead, ensuring our services remain responsive and informed.

Rapid Access Prescribing Clinics – giving community clients same-day support

This year, teams across multiple community sites rolled out new ‘rapid access prescribing’ pathways—designed to get people the help they need faster than ever. Now, clients can often receive their first dose of substitute medication the very same day they reach out for support.

These clinics are a lifeline, particularly for those in crisis—such as after leaving prison or being discharged from hospital—reducing overdose risk and helping people engage with treatment immediately. By breaking down barriers and speeding up access, rapid access prescribing is transforming outcomes, saving lives, and giving clients a stronger, safer start on their recovery journey.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

More than meals: how our East Kent Breakfast and Dinner clubs are engaging the most at-risk into services

This year, the Rough Sleepers Initiative Team in East Kent started out of hours breakfast and dinner clubs for homeless individuals in Canterbury and Margate.

These clubs are a brilliant way of engaging some of the hardest-to-reach groups who are traditionally reluctant to engage with drug and alcohol services, even when they need the support. The clubs are a low-pressure way for potential service users to meet our teams and establish a rapport with them, allowing us the opportunity to build trust. The team spend time with every attendee, getting to know them, their situation and needs, as well as putting together care packages when possible to give to people when the event is over.

The initiative has evolved into indispensable components of the region’s health and social care infrastructure. These clubs offer more than just meals; they serve as consistent, trauma-informed engagement points for individuals facing complex challenges, including substance misuse, homelessness, mental health issues, and domestic violence.

Progress and innovation in Medway

The Medway Community Drug and Alcohol service has delivered a number of exciting innovations in the past year. This includes the introduction of a ‘ Breakfast Club ’, where the team provide a hot breakfast for people in Medway every Friday. This has proved a popular initiative that is helping the most at-risk people in the community get into treatment. The team have also started delivering our family programme Moving Parents and Children Together (M-PACT) and the second cohort of clients has just completed the programme. M-PACT is a ‘whole family’, structured support programme which aims to improve the wellbeing of children and families affected by “7;\» % substance misuse. .

We were also delighted to celebrate the first anniversary of the Medway Day Rehab programme , which provides an intensive, abstinence-based treatment programme for people for whom residential rehab is not possible or appropriate.

Moving Parents and Children Together Licenced by The Forward Trust

Growing Change: The Southend Garden Transformation

A team of dedicated volunteers, comprised largely of former or current service users, have worked tirelessly to transform the Southend STARS garden into a calm, welcoming sanctuary for service users. What was once a small, uninspiring space is now bursting with colour and life — complete with comfortable seating, vibrant potted plants, and even a small greenhouse for nurturing herbs and flowers. The result is a bright, therapeutic environment where service users can relax, reflect, and reconnect with nature.

Building Connections Through Digital Inclusion

In 2024/25, The Forward Trust joined forces with digital inclusion charity The Good Things Foundation to help bridge the digital divide. Through this partnership, clients in need were offered free SIM cards providing up to 12 months of internet data — opening access to the Forward Trust App, online Forward Connect meetings, and essential digital tools such as the NHS app, mobile banking, and email. Over the year, 61 clients were supported with connectivity that helped them stay informed, connected, and engaged in their recovery. Following its success, the scheme has now expanded to reach more areas and offer additional services.

“ [Being given a phone by Forward has been ] life-changing for me. It gives me the opportunity to get in contact with services such as the GP and Forward. ” Medway client

“ [The phone and SIM I have been given by ] STARS have been vital to me. It has enabled me to contact and access various services I would not have been able to, and to contact ” my Dad. Medway client

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

WHAT OUR SERVICE USERS SAY

Joint initiatives with our Recovery and Belonging colleagues

The following initiatives are joint projects between our Substance Misuse and Mental Health teams and our Recovery and Belonging services.

East Kent Unity Day

East Kent Unity Day took place on 25th April 2025. It was a powerful gathering of people in recovery, their families, and supporters. Held in a welcoming environment, the event celebrated recovery, built connections, and offered hope to all affected by alcohol addiction. From the outset, the sense of community was clear. Attendees openly shared their stories, creating a safe space for honesty, vulnerability, and mutual support.

Workshops provided practical tools for recovery, with sessions on coping strategies, family relationships, and building support networks. Participants valued both the expert guidance and the chance to learn from others who truly understand their journeys.

A key theme of the day was family involvement. By engaging loved ones in the recovery process, Forward Trust highlighted that healing is a collective effort. Families left feeling encouraged, supported, and reassured they are not alone. The day was uplifting and memorable, strengthening bonds across the recovery community. It showcased the importance of unity, compassion, and shared experience—leaving everyone inspired and hopeful for the future.

Volunteers Litter Pick for Social Value

We are proud to share the fantastic efforts of our Southend volunteers who recently took part in a community litter picking initiative — a small act with a big impact! Armed with gloves, bags, and a shared sense of purpose, our volunteers set out to clean up local green spaces and public areas. Their dedication not only helped r , create a cleaner, safer environment but also i j : r 4; contributed to the wider goal of building social value in our community. Litter picking is more than just tidying up — it’s about taking pride in where we live, supporting local wildlife, and showing that we care. For our volunteers, it was also a chance to connect with others, build confidence, and enjoy the outdoors while doing something meaningful. A huge thank you to everyone who took part — your time and energy are truly appreciated. Together, we’re making our community a better place, one bag of litter at a time!

“[I tried to go sober so many times and always failed…being part of this group ] gives me strength to be free. ” Alcohol Pathway client

Julie came to the Essex Day Programme (SHARP) after a 20-year struggle with alcohol addiction. She had tried private rehab, detoxes, counselling, and fellowships, but nothing worked. Feeling trapped in a “living nightmare,” she self-referred through a partner agency and, with the support of a key worker, secured a place at SHARP.

“My life was turned upside down, but I didn’t give up. I learnt to manage anxiety, face problems without drinking, and found hope through the support of staff and peers.”

Julie graduated with 100% attendance, reconnected with family, and later returned as a volunteer. Now training as a counsellor, she says: “Wherever you are in addiction, SHARP showed me recovery is possible—and opened the door to a wonderful new chapter.” Julie, SHARP client, Essex

Starting the eight-week programme was daunting, but despite anxiety, Julie embraced group workshops, therapy, and the challenges of facing her addiction.

“My life changed from that first session. I was finally ready to stop.”

Jack’s casual drug use quickly escalated from smoking cannabis with friends to cocaine, party drugs, and eventually daily use. Over ten years, his habit left him isolated, angry, and emotionless. Hitting rock bottom with a morphine addiction, Jack realised the damage he was causing himself and others.

With ongoing support, Jack has achieved his ultimate goal: stopping drug use. He’s rebuilt relationships, made new friends, and found contentment. Grateful for the service, he urges others: “ If it worked for me, it can work for anyone.”

For the first time, he reached out for help and began attending sessions with The Forward Trust and Open Road in Southend. In early 2024, he was introduced to a key worker who helped him take the first real steps toward recovery.

Jack, Southend client

Although the change was difficult, she stopped taking drugs and, through hard work, successfully completed the programme.

Maria had struggled with her mental health for as long as she could remember. In prison, she began smoking spice and lying to her family for money to fund her use.

“Since then, I’ve learnt a lot about myself. My family wants to know me again, I’m sober, and I feel so much better. Now I have the tools to move forward, and as a Peer Supporter, I can help others—because I’ve been there myself.” Maria, Bridge programme graduate

“I didn’t care about myself or anyone else. I just wanted to block out my feelings and memories, but the drugs only made things worse.”

When The Forward Trust team invited her to join the Bridge Programme, Maria agreed and moved wings to begin her recovery.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Personal reflections on the year By Emma Stuart, Executive Director for Criminal Justice Services

The last year has been one of progress and expansion for the criminal justice division at Forward. We’ve welcomed more volunteers, mentors, and a wider diversity of staff than ever before and have seen a notable reduction in staff turnover — a reflection of the strength and stability within our teams.

Service Overview

Forward Trust’s Criminal Justice division works with individuals, prisons, probation units, and communities to strengthen relationships and build personal, social, and community capital—creating safer, healthier, crime-free futures.

In 2024/25 we delivered Commissioned Rehabilitative Services (CRS) for people on probation in 14 contract areas and 69 probation delivery units, comprising:

A standout achievement this year was the mobilisation of our new services at HMP Millsike — a comprehensive blend of family, wellbeing, recovery, and desistance interventions delivered by a team of over 30, which went live in April 2025. Working in partnership with Mitie and People Plus, this service marks a step change in how rehabilitation is approached within prisons, and we are already seeing early signs of impact.

Our decision to welcome men on remand into our Accommodation probation programmes has prevented homelessness and housing crises during custody — a major step forward in creating stability and hope. Our Dependency and Recovery services continue to grow, increasing the number of men linked to community treatment through persistent, evidence-based outreach. Forward’s Personal Wellbeing services also expanded their reach, building more community partnerships and boosting referral rates. None of this would be possible without our dedicated probation practitioners, who operate across wide regions, delivering expertise, consistency, and care day in and day out.

Adapting our services to accommodate sentencing changes introduced by the Government, as well as to new early release schemes, was another key focus. We responded quickly to ensure continuity of care and support for everyone affected. We also significantly grew the number of probation clients engaging with our Forward Connect community. We know that connection is the antidote to crime — the same principle that underpins recovery from addiction. This community offers our clients vital social links that can reduce isolation and strengthen recovery.

Despite a challenging justice landscape, my teams have shown that determination, compassion, and collaboration drive real progress, and I am hugely impressed by their commitment to our service users and transformational change.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HIGHLIGHTS

Building Social Skills and Connections with Forward Connect

These experiences do more than fill time— they build positive social connections, confidence, and essential life skills. Engaging in Forward Connect activities gives people on probation the support and opportunities they need to create new, positive futures.

This year, our Personal Wellbeing practitioners have helped even more probation clients get involved with the Forward Connect community (to learn more about Forward Connect, see page 40). Over 300 men have participated in a wide range of events and activities—from museum visits, creative arts, and origami to mindfulness sessions, ‘Ted Talks’, fishing, pool games, documentaries, and group walks.

By fostering community, creativity, and wellbeing, Forward Connect transforms everyday moments into meaningful steps toward lasting change.

“I really enjoyed the relaxed environment.”

“My English isn’t very good but everyone has taken the time to slow down their talking for me to pick it up. I can’t stop smiling. Thank you for spending time and taking the time with me. I feel accepted.”

“I hadn’t been to a movie in 18 years and was relishing the moment.”

“Just going with others around London to look at the Christmas lights has been nice, something I would not usually do.”

Expanding Support for Non-English Speakers

This year, our Dependency and Recovery service has strengthened its commitment to supporting clients from diverse backgrounds. By increasing the number of multilingual staff, we’ve expanded our ability to deliver interventions to those whose first language is not English.

We now provide direct support in six languages—English, Portuguese, Spanish, Romanian, Punjabi, and Hindi—and offer translation services in 14 additional languages, including French, Hungarian, Persian, Farsi, Urdu, Bengali, Yoruba, and Twi.

This enhanced language capability allows us to reach a wider range of clients, ensuring that everyone receives tailored support that respects their cultural and linguistic needs. Across our services, we are proud to work with clients ea from 69 different nationalities, reflecting the rich diversity of the communities we serve.

By breaking down language barriers, we’re not just delivering interventions—we’re building trust, understanding, and more effective support, helping clients engage fully in their recovery journey.

Innovation in Action: The Digital Application for Assistance Tool

Our Accommodation Service in Wales has teamed up with HMPPS to create a groundbreaking digital Application for Assistance tool, designed for use on tablets by men in custody.

This innovative tool streamlines the housing application process—cutting down on paperwork, reducing admin time, and empowering applicants to input their own information directly. By replacing a daunting 14-page paper form, it makes the experience simpler, faster, and far less stressful for those applying for housing support.

Beyond saving time and paper, the digital system securely stores applications, allowing them to be easily reviewed and submitted when needed.

Although still in its early stages, the tool is already showing promising results, helping clients feel more in control of their housing journey and improving overall outcomes.

Forward Trust continues to embrace technology that removes barriers, enhances efficiency, and delivers real benefits for the people we support.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Our new service at HMP Millsike

As well as pioneering specialised programmes designed for its prisoners, HMP Millsike – which is the size of 39 football pitches – has been built to run solely on electricity. The Ministry of Justice (MoJ) believes the use of solar panels and heat pumps could save £1m a year.

Built next to HMP Full Sutton, near York, the prison houses almost 1,500 category C prisoners who will be resettled in the surrounding area and are in the final two years or less of their sentence.

Our Connection Services

Our connections services operate across the whole prison and are supported by staff, volunteers, and peer mentors – many of whom have lived experience of the issues we address.

At HMP Millsike, Forward’s Criminal Justice Services team run the Connections Desistance and Wellbeing Services and the Connections Families and Relationships Services including all services for visitors. This includes:

Supporting visitors, strengthening families

We manage the full visits experience, including visitors’ reception, family days, and all visitor services – creating a welcoming space where adults and children feel supported. In partnership with Combat2Coffee, the visits hall café offers refreshments with purpose, run by veterans in recovery and rehabilitation.

We also train Prisoner Custody Officers to support our family-friendly ethos, ensuring visits reinforce vital relationships and are a positive experience for all involved.

Connections in action: desistance and wellbeing

Our Desistance and Wellbeing Practitioners provide one-to-one and group interventions across the prison, helping people build healthier lives and aspirational personal goals. Connections and Wellbeing Champions (CWCs) are lived experience peer mentors, living the change.

The ‘More Than My Past’ programme is the heart of our identitychange work, the building of personal capital. It’s our innovative evidence led six-week course that uses a narrative approach to guide participants to reflect on their journey, define their future selves, and take action towards a life free from crime.

Building trusted connections to support recovery

A core element of our approach is the recognition and cultivation of ‘social and community capital’ – the networks of relationships, opportunities, and values that help individuals and communities thrive.

At the individual level, social capital includes:

These connections not only provide emotional and practical support but are also a foundation for resilience, motivation, and positive identity change.

At the wider community level, social capital reflects a sense of shared purpose, cooperation, and collective wellbeing. It builds trust between individuals and institutions and fosters environments where people feel they belong.

Investing in personal, social, and community capital can dramatically increase the potential for successful rehabilitation, reintegration, and reduced reoffending. Simply put, stronger relationships and connected communities are a powerful driver of individual change and collective progress. And we can all play our part in being a trusted connection.

Whether through a facilitated group session about how to change (‘re-author’) their personal life story, a visit from a family member or friend, every connection counts.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

WHAT OUR SERVICE USERS SAY

Accommodation

CASE STUDY: Service user attending housing surgery

“I am so grateful for Holly’s support with my housing. I wouldn’t be where I am

Dependency and Recovery

CASE STUDY: Paul Dalglish – Peer Mentor, Dependency & Recovery London

“I first came to Forward Trust as a client while on probation, in the early stages of recovery. Unlike probation appointments—where I often felt unable to be completely honest—Forward gave me a safe, non-judgemental space to speak openly with others in similar situations. That support was vital. Getting clean is one thing, but staying clean is the bigger challenge, and Forward’s aftercare helped me stay on track. When asked to become a peer mentor, I didn’t hesitate. Having experienced the benefits myself, I wanted to support others. Being part of sessions and building relationships with clients has been incredibly rewarding, and I can see the same positive impact on them that I once felt.

The meet-and-greet service has also opened my eyes. I’ve supported men leaving prison to attend probation, preventing them from falling back into the recall cycle. This work shows just how valuable Forward’s services are in recovery and rehabilitation.”

Personal Wellbeing

CASE STUDY: Stephen

Finding Stability: Stephen’s Journey from Homelessness to Hope

Just before Christmas, Stephen became street homeless. Despite the challenges, he continued attending sessions with his Personal Wellbeing practitioner, Lana, though he struggled to focus on his wellbeing while his basic needs went unmet.

Seeing that housing was the biggest barrier to progress, Lana added extra sessions and acted. She advocated on Stephen’s behalf through Brighton Housing Trust, arranged face-to-face appointments, and helped him complete complex housing forms. She also supported him to contact his GP for medical documentation and wrote a personal cover letter to strengthen his council application.

Just one week later, Stephen was offered a one-bedroom flat—close to his preferred location. It was an unexpected and life-changing outcome, especially since earlier options had only been available in London.

Lana’s dedication, flexibility, and compassion kept Stephen engaged through an incredibly unstable time, helping him rebuild confidence and stability.

“The service is wonderful. Having someone willing to sit down and listen has made a huge difference to my self-worth and mental health.” – Stephen

today if it wasn’t for her” Service user attending housing surgery

Jack * had been sofa surfing for a year when he was referred to Forward. He’d lost his temporary council accommodation after accidentally causing damage to it during a mental health crisis. He was unsure where to turn to for housing support, as the council had refused to support him, and he did not feel confident accessing private rented accommodation.

His Camau worker helped Jack to access supported accommodation, along with help for his mental health and substance misuse issues. A support worker was also assigned to help him find longer-term affordable housing. He is now stable on his medication, living in supported accommodation, working with his support worker to find somewhere more permanent to live, and feeling much more positive about the future.

WORKER CASE STUDY: Service user attending housing surgery

“Working for Forward aligns deeply with my values. I am proud to be part of a team that delivers compassionate, person-centered support to those facing complex challenges. I have the privilege of directly contributing to life-changing outcomes. Housing is a fundamental human need, and I am passionate about helping individuals secure safe, stable accommodation.

It’s also fantastic to work for an organisation that genuinely supports career progression. I started working for Forward as a Housing Intervention Worker and was then offered career development opportunities. I have been promoted to Senior Housing Intervention Officer.

My role requires strategic thinking, persistence, and adaptability. I contribute to team development and support positive outcomes across the service. This development has not only deepened my confidence but has also positioned me as a trusted and reliable team member and positively influence others to the best of my ability.”

Robyn Llewellyn, Senior Housing Intervention Officer at The Forward Trust

What Probation Practitioners say

“Excellent service - couldn’t have asked for more support for my client. He is in a better place as a result”

“Brilliant service provider, understanding, resilient, professional. Excellent communication skills for probation practitioner”

“The work conducted by Forward Trust is truly appreciated. The commitment to supporting clients and delivering impactful services don’t go unnoticed”

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Personal reflections on the year By Asi Panditharatna MBE, Executive Director for Employment

Employment Service Overview In 2024/25 we delivered a range of services that develop the employability ee skills of marginalised groups - including job coaching and placement, vocational training and qualifications, and support for people who run their own business or want to start one.

As well as ex-offenders and people in recovery from addiction, we also supported young people not currently in education, employment, or training (NEET), individuals claiming Universal Credit, and those from other disadvantaged backgrounds. We worked with a broad range of employers and partners to support people looking for work to secure a sustainable job placement.

We also offered employment opportunities through our own social enterprises: Blue Sky Services (grounds maintenance), Amenity Landscaping (garden maintenance), and The Brink recovery café, part of our Liverpool service.

It is with great pride that I present the 2024/25 Annual Report for Employment Services at The Forward Trust. This year has been one of remarkable growth, innovation, and impact across our Adult Skills, Careers Advice, Employability, and Enterprise programmes.

From launching a new Individual Placement Service (IPS) in Medway for individuals with substance misuse issues, to expanding our Multiply numeracy programme across East Kent, our teams have consistently demonstrated resilience, creativity, and a deep commitment to supporting those furthest from the labour market. We have supported over 3,700 individuals in custody with careers guidance, over 1,000 in the community with employability and education services and helped 730 people into sustainable employment or self-employment.

Our work has been recognised nationally, with our teams shortlisted for two ERSA Employability Awards , including ‘Frontline Advisor of the Year’ and ‘Skills for Work’. These accolades reflect the dedication of our staff and volunteers, and the strength of our partnerships across the private, public and charitable sectors.

We have responded to the external challenges in the UK economy and labour market, including skills shortage and gaps, rising levels of economic inactivity and cost of living challenges. We have remained committed to adapting our delivery to meet these emerging needs and celebrated the entrepreneurial spirit of our participants through events like our Dragons’ Den showcase.

As we look ahead, we remain committed to delivering high-quality, person-centred services that transform lives. I want to thank every member of our Employment Services Directorate for their tireless efforts and unwavering belief in the potential of the people we serve.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HIGHLIGHTS: EMPLOYMENT

Celebrating Entrepreneurship: The Forward Trust’s Dragon’s Den 2025

On 3 April 2025, The Forward Trust, in partnership with the Financial Times, hosted its second annual Dragon’s Den Event at the Financial Times’ London offices. Three of Forward’s enterprise clients pitched their business ideas to a panel of ‘dragons’, including Forward’s Chair of Trustees, Tony Adams.

The event opened with welcomes from Asi Panditharatna (Executive Director of Employment Services) and Tevfick Souleiman (Head of Enterprise), alongside Jacqui Dobson from the Financial Times. Tony Adams shared his personal journey of recovery and entrepreneurship, inspiring both the audience and panel before the pitches began.

Jody presented Chef4Life, offering cooking workshops focused on health and wellbeing. Adetola pitched Back2Life Project UK, empowering neurodivergent minority women to reintegrate into the es community through mentorship, workshops, and holistic therapy. Benjamin introduced WALKIE, an app connecting people for group exercise to increase motivation, access, and community.

While the judges deliberated, attendees enjoyed a tour of the Financial Times offices, including rooftop views. After careful consideration, Adetola was crowned this year’s Dragon’s Den winner.

Congratulations to the Enterprise Support team and our entrepreneurs for an inspiring and impactful event — we look forward to seeing how these innovative businesses grow and thrive.

Changing Lives Through Work: The Forward Trust’s IPS Service

The Forward Trust’s Individual Placement and Support (IPS) service, which went live in July 2024, transforms lives by helping adults in substance misuse treatment secure education, skills, and employment. Tailored support creates personalised vocational profiles and action plans, guided by the Wheel of Change, focusing on aspiration, hope, and meaningful relationships.

Employers play a key role, with guidance, support, and education ensuring challenges are addressed and employment is sustained. Innovative initiatives like job fairs and reverse job fairs connect service users with real opportunities, resulting in over 90% of job starts leading to ongoing employment.

Collaboration with recovery professionals embeds employability from day one, while role models continue the journey through Forward Connect, engaging with employed peers and entrepreneurs. To date, we have supported 40 clients and are aiming to double that figure for the next financial year.

By combining personalised support, employer partnership, and ongoing engagement, IPS not only helps people find work—it builds confidence, independence, and lasting pathways to recovery.

Expanding the Successes: Reflecting on the Multiply Programme in Thanet

Over the past two years, The Forward Trust has delivered Multiply courses across Thanet and East Kent, funded by Kent County Council via the Department for Education. As the programme concludes, it’s clear the impact has been significant.

Multiply targeted adults with low numeracy skills, particularly those unemployed or facing learning barriers. 90% of participants struggled with numeracy, and 55% reported learning difficulties, highlighting the need for tailored support. Many learners were referred from other Forward services and came from disadvantaged backgrounds.

In total, 400 learners benefited from one- and three-day courses. Beyond improving mathematical skills, participants gained confidence, with many progressing into further education or employment, feeling better prepared for work, and becoming equipped with skills that make them more attractive to employers. The programme’s impact extends beyond individuals. Strengthening numeracy in the community supports a more skilled workforce, benefiting local employers and the wider economy.

Multiply leaves a lasting legacy: learners continue to use their skills in daily life, education, and work, while the programme underscores the importance of accessible adult education and ongoing numeracy support. Its ripple effects will be felt across Thanet for years to come.

To learn more about the impact of the Multiply programme please visit section 2: Impact: page 71.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Excellence in action: Celebrating our ERSA Finalists

The ERSA Employability Awards recognise excellence in helping people secure sustainable employment across the UK. Celebrating innovative programmes, impactful practices, and meaningful collaborations, the awards highlight organisations and individuals making a real difference.

This year, we were delighted to learn that Forward had been named a finalist in two categories.

Paige Tilbrook, a Restart Scheme advisor in Kent, was shortlisted for ‘Frontline Advisor of the Year’. Since joining the sector two years ago, Paige has supported over 100 participants into sustainable work. “Changing people’s lives is priceless,” she says of her role.

Our Adult Skills teams in Kent and London were also named finalists in the ‘Skills for Work’ category, recognised for equipping adults with the essential skills to access employment. One of just five finalists, the teams link learners to employability support and other Forward Trust services, helping them gain the knowledge and confidence to build rewarding careers.

Being shortlisted as finalists reflects the passion, expertise, and impact of our staff in driving real change for the communities we serve.

Igniting Entrepreneurial Talent: Forward Trust Enterprise Programmes

In 2024, Forward Trust launched its Enterprise Support programme, funded by the City Bridge Foundation, to empower people with lived experience in the criminal justice system to develop and implement their own business ideas. We also expanded our enterprise services for young people and young adults in Brent, supported by the Brent Council Grant programme.

These programmes are more than workshops — they’re launchpads for innovation, confidence, and opportunity. Participants get access to a wide range of business support and mentoring, and those with promising business ideas can take part in our regular ‘Dragons Den’ events, held in partnership with the Financial Times.

WHAT OUR SERVICE USERS SAY

Keira claimed Universal Credit and was referred to the Forward Restart programme in January 2025. Through Restart, she was enrolled on the Forward Multiply course, initially completing the one-day workshop, which focused on budgeting and money management. Keira enjoyed the session, stating:

“It was engaging, particularly the interactive games and Sudoku exercises. Having lived independently since I was 18, I have strong budgeting awareness, but I found value in reinforcing my financial management skills.”

With a solid level of numeracy, Keira then progressed to the three-day Multiply course, which covered more traditional maths concepts and processes. Multiply allowed her to strengthen her mathematical confidence and gain a fresh perspective on practical numeracy skills that could support her future aspirations.

Jacob’s journey to self-reliance and opportunity

After a difficult childhood, Jacob spent much of his early adult life struggling with substance use, offending, probation, and mental health. Despite this, he graduated from university and worked as a probation officer until losing his job after ending up on probation himself.

In 2023, Jacob was referred to The Forward Trust. He also began attending AA groups and church meetings, while studying counselling and mental health courses. Around the same time, he developed LS Lifestyle, a sobriety-focused headwear brand supporting people in addiction and recovery.

Jacob first started working with a Forward Trust enterprise coach in March 2024. He later joined our Ex-Offenders Business Bootcamp, gaining confidence, tools, and guidance to shape his business. Jacob was invited to pitch LS Lifestyle at Forward’s Dragons’ Den-style event (the 2024 round) at the Financial Times, receiving valuable feedback and networking a) opportunities. Jacob now aims to expand his brand, build a website, and seek partnerships - and funding to grow LS Lifestyle into a sustainable business.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Personal reflections on the year Julie Muir, Executive Director of Recovery

Recovery and Belonging CE What we do Our Recovery and Belonging services provide clients with the extra support they need to sustain progress and achieve lasting transformation. In 2024/25 these services comprised:

The last 12 months have seen the creation of our Recovery and Belonging Directorate, combining our residential, online, housing, family and young people and recovery support services with our Forward Connect community into one division.

Our recovery programmes have gone from strength to strength, with innovations in our Recovery Online service as well as our residential rehabilitation centres. Our

housing teams expanded their footprint, and we opened five new recovery houses across East Kent and Southend . These abstinence-based homes offer more than shelter— they provide structure, community, and a pathway to independence. The introduction of a new leadership role— Head of Housing and Recovery—has helped to drive this expansion.

Forward’s family support and specialist programmes services have also thrived, launching a new online programme, Recovering Families UK Online (RFUK) as well as going from strength to strength with the delivery of their Moving Parents and Children Together (M-PACT) programme. Recovery support services have flourished, bolstered by the merging of the Recovery Support and Forward Connect staff teams. Our Forward Connect community grew to over 6,000 members and our face-to-face celebrations of recovery in London, Hull and East Kent, have been a highlight of the calendar.

Forward has had ambitions to grow our network of lived experience ambassadors for some time. These ambassadors are individuals with powerful stories of personal transformative change who can carry the message of hope and recovery to a wide range of audiences, including current service users, staff, partners and external audiences. The past year we have significantly invested in this initiative and we now have a strong group of over 80 Ambassadors, reaching an audience of over 1,500 people. We look forward to expanding this group even more in future years.

Our Recovery and Belonging teams exemplify dedication and purpose, championing transformational change for the people we serve. They should be rightly proud of the great work they have accomplished, and I look forward to working with them to bring about even more positive change in the year to come.

Together, these services create a powerful pathway to recovery—helping individuals rebuild lives, relationships, and hope for the future.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HIGHLIGHTS

This year has been one of growth and innovation across our residential services, with new systems, programmes, and approaches enriching both client care and staff development.

CLOUDS HOUSE

Equine-Facilitated Learning (EFL)

Clouds House Equine-Facilitated Learning programme has expanded from one to three weekly sessions, helping clients build trust, emotional awareness, and deeper self-understanding through spending time with and caring for horses.

ADHD Coaching

With growing recognition of neurodiversity in recovery, Clouds House welcomed a qualified ADHD coach to provide one-to-one support—equipping clients with tools to improve focus, executive function, and long-term recovery outcomes.

‘Conversations at Clouds’

A new initiative, ‘Conversations at Clouds’, brings together clinicians, therapists, and specialists from across the UK for thought-provoking discussions on addiction treatment. Topics have included ADHD and addiction, sex addiction, and building unity across the recovery sector.

Clinical Care Enhancements

Clouds House has strengthened their clinical framework through new on-site Blood Testing, ECG Monitoring, and Discharge Planning clinics—improving proactive and personalising care. Staff have completed Immediate Life Support (ILS) and RCGP1 training, further enhancing our clinical excellence.

Christmas celebrations at Clouds House

Celebrating 20 years of The Bridges - Hull

On Friday 20th September 2024, past and present service users, staff, trustees, and friends gathered to celebrate 20 years of The Bridges - Hull.

The Bridges - Hull has come a long way since it first opened in 2004. The centre recently moved to new premises in a more central part of Hull and has begun welcoming a wider range of clients. It has helped hundreds of people since it first opened its doors, some of whom were able to join us at the celebration event. This included the very first client of The Bridges - Hull, Craig Dexter, who is now celebrating 20 years of recovery himself.

Craig shared his inspiring story, and there were also speeches from Dame Diana Johnson MP and Colonel Christopher Henson, High Sheriff of East Riding, praising The Bridges for its vital role in helping people build lives free from addiction. Charlie Forbes-Adam, a key supporter of The Bridges and a former member of The Bridges Fundraising Advisory Group, who have raised millions of pounds to support The Bridges work over the years, also commended the centre’s staff for supporting so many to find recovery. An honorary plaque was revealed at the end of the day to celebrate 20 years of the service.

A huge thank you to past and present staff, fundraisers, and former and current clients for making The Bridges the brilliant service that it is today. Here’s to the next 20 years!

“The Bridges has always been about what the organisation fundamentally tries to achieve: to help people who are struggling, show care and compassion, provide practical help, and believe in people so they can make transformational changes in their lives. That has happened hundreds of times at The Bridges over the last 20 years.”

Mike Trace, Forward CEO

You can also watch a video of the event: https://youtu.be/hvW4K226gAY

In December, our annual Christmas Carol Concert brought warmth and joy to the Clouds community. The service was held in the village of East Knoyle, close to Clouds House, and was a celebration of recovery attended by villagers, supporters, alumni, current clients and former staff. The concert, held in the historic village church, featured traditional carols, heartfelt readings and moments of shared reflection—beautifully aligning with the spiritual foundation of Clouds House. We also created a Christmas Tree for the St Thomas’ Christmas Tree Festival. Members of the local community attended to view a collection of beautiful trees created by local charities — ours was filled with messages of hope, gratitude and recovery.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HOUSING HIGHLIGHTS

The Bridges - Hull

Using digital systems to improve efficiency at The Bridges

We introduced the eMAR (Electronic Medication Administration Record) system at The Bridges. Combined with comprehensive staff training, eMAR has reduced dispensing errors, improved record-keeping, flagged missed doses, and ensured timely medication reordering—enhancing both safety and efficiency.

Holistic Wellbeing at The Bridges

We’ve introduced diverse holistic activities—from therapy dog visits and wellbeing walks to yoga, meditation, and seaside trips— promoting mindfulness, connection, and joy. Clients also enjoy Sunday church services, sports, and swimming, nurturing spiritual and physical wellbeing. These experiences reduce stress, build confidence, and strengthen recovery bonds.

Transforming Recovery: Innovation in Action at Recovery Online

We’re continually evolving our online programme to deliver deeper, more holistic support for clients’ emotional, physical, and practical wellbeing. Weekly yoga sessions, led by a Clouds counsellor, help participants manage stress, regulate emotions, and reduce cravings— building calm, focus, and resilience in recovery.

To make our programme more inclusive, we’ve introduced specialised ADHD coaching, offering tools for time management, emotional regulation, and coursework success. Peer study groups foster collaboration and motivation, creating a powerful sense of community and shared growth.

Recognising the ripple effects of addiction, family counselling helps rebuild relationships and strengthen support networks, while nutrition workshops, led by a trained specialist, highlight the essential link between self-care and sustained recovery.

Together, these initiatives reflect our whole-person approach—addressing the mind, body, and relationships that sustain lasting change. By constantly refining our services, we’re empowering every individual not just to recover, but to thrive and rebuild their lives with confidence.

Expanding Safe Spaces for Recovery

This year, we’ve grown our Recovery Housing network, providing more people with the stability and support they need to rebuild their lives. We now manage six properties offering 26 bed spaces across Medway, Ashford, and Folkestone in Kent, and Southend-on-Sea in Essex.

Each home offers a safe, recovery-focused environment where residents can maintain progress, connect with others, and prepare for independent living. We’re also partnering with like-minded landlords and community partners to continue expanding our reach—ensuring even more people have access to secure, supportive accommodation as they move forward in recovery.

Building Second Chances: Accommodation for Ex-Offenders scheme

For over three years, Forward has proudly partnered with Croydon Council on the Accommodation for Ex-Offenders (AFEO) scheme, supporting people at risk of rough sleeping to find safe, stable homes in the private rental sector.

The project has helped more than 150 people secure accommodation since its launch—offering not just housing, but hope and a fresh start.

This past year has been our most successful yet, with 47 Croydon residents housed in 2024/25, surpassing annual targets and demonstrating the power of strong partnerships to transform lives.

We were also delighted to acquire five new AFEO partnerships, in Wandsworth & Richmond, Camden Lewisham, Newham and Greenwich, expanding our reach and enabling us to house and support even more clients.

Leading Change Through Sector Collaboration

At Forward Trust, we’re not just delivering services—we’re helping shape the future of the housing and recovery sector through active collaboration and thought leadership.

This year, we’ve strengthened our partnership with Homeless Link, co-hosting bi-monthly London Private Rented Sector (PRS) Forum events that bring together frontline charities to share insight, innovation, and best practice.

Our Service Manager, Tara Moore, has been a key voice in this work—appearing on a national podcast to discuss PRS affordability, and speaking at Homeless Link’s Summer Conference, where she shared Forward’s pioneering approach to partnership with private landlords.

Her outstanding leadership was recognised with an industry award and her acceptance onto a Charity Housing Senior Leadership Development Programme — a testament to her expertise and impact.

Through sector engagement and collaboration, Forward continues to influence policy, inspire best practice, and amplify the voices of those driving real change.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

FAMILY SUPPORT HIGHLIGHTS

Recovering Families UK Online: Supporting Families Affected by Addiction

Launched in January 2025 with funding from the Julia Rausing Trust, Recovering Families UK (RFUK) Online provides vital support for family members affected by someone else’s addiction. In just six months, the programme has received over 100 referrals, helping participants gain a deeper understanding of addiction, develop healthy coping strategies, and connect with a supportive online community.

This 20-session programme is structured to address the wide-ranging impact addiction can have on family members. It combines 14 group sessions with three mandatory and three optional one-to-one sessions with a trained facilitator, providing both education and personalised support. Participants also have access to the RFUK Hub and Reflective Toolkit, with the option to continue their journey through the RFUK Forward Connect service, accessible via the Forward App.

Designed for adults aged 18 and over, the programme is ideal for those impacted by someone else’s addiction and able to engage in an online format. By blending education, practical tools, and community support, RFUK Online empowers participants to build resilience, improve wellbeing, and navigate their own recovery alongside their loved one’s journey.

“It’s given me strength to trust myself and I think being with other people who understand it and don’t judge it is so vital - it has been life-changing for me. The continuity of care around the programme has been exceptional.” (RFUK Participant)

Development of Shaping Us network with Royal Foundation

Katherine Jenkins , our Head of Family Support and Specialist Programmes, has played a pivotal role in the development of the ‘ Shaping Us Framework ’.

RECOVERY SUPPORT AND FORWARD CONNECT HIGHLIGHTS

Merging of Recovery Support and Forward Connect teams

In the past year, our Recovery Support and Forward Connect teams have merged and the team has expanded. We introduced recovery navigator positions into all of Forward’s main community hubs and prisons and as a result have integrated recovery support and Forward Connect into the day-to-day running of these projects. As a result, we have started to see an increase in referrals to both Forward Connect and Recovery Support.

New Islington Online and Weekend Service

In October 2024, we proudly launched Way Forward —a new peer-led substance misuse support service in Islington, running until March 2026. Way Forward offers support six days a week online, plus face-to-face weekend walk-ins. The service combines peer-to-peer meetings with social activities such as breakfast and lunch clubs, creative workshops, sports, and opportunities to give back. We work closely with Better Lives, the local substance misuse provider, and other organisations to create referral pathways and expand opportunities for our clients within the Islington community.

Feedback from attendees has been overwhelmingly positive. Clients value the safe, welcoming space— especially at weekends—where they can connect, socialise, and support one another. New activities such as a gardening club and group days out have been especially well received. Way Forward is already building a strong recovery community in Islington, empowering people with lived experience to support each other while developing skills, friendships, and confidence.

Katherine was part of the study advisory group, working alongside US and other UK subject matter experts to support the Royal Foundation Centre for Early Childhood (CfEC) in the development of this vital framework.

Launched nationally in February 2025, the Shaping Us Framework puts a spotlight on the importance of early childhood and describes social and emotional skills in a clear and accessible way, which can inform and inspire action across society.

We will be using the framework to inform all of our family support interventions and programmes moving forward.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Forward National Reunion: Celebrating Connection and Recovery

On Saturday 25 January , Forward Connect clients from across the UK came together in Hackney for the annual National Reunion , with others joining online via Zoom. Around 400 people from 12 hubs attended, making it a powerful day of connection, celebration, and shared recovery.

Hosted at St John’s Church by Forward stalwarts and Recovery Support team members Joshua Thetford and Mark Ash , the event welcomed guests with a variety of stalls, including recovery-inspired artwork, bracelet-making, and information stands run by Forward staff, volunteers, and partners. Food, snacks, and a traditional ice cream stand added to the warm, community atmosphere.

The day’s highlight was four moving personal stories from people who had overcome addiction, crime, prison, and family estrangement with Forward’s support. One story came from a family member, highlighting the wider impact of recovery on loved ones.

Entertainment, live music, and an open mic session rounded off the day, with attendees sharing heartfelt reflections on their journeys. The reunion was a true celebration of unity, resilience, and the transformative power of recovery .

Hull Reunion: Celebrating the Heart of Recovery

Held in May 2025, the Hull Reunion was a heartwarming and inspiring celebration of community, connection, and resilience. Over 100 attendees gathered, creating an atmosphere filled with warmth, camaraderie, and shared purpose. Guests enjoyed tea, coffee, cakes, and doughnuts in a welcoming space that encouraged meaningful conversations and reconnections.

Stalls offering T-shirts, key rings, and badges provided lasting mementos, while a themed photo backdrop added a playful, memorable touch. The event’s theme, “The Heart of Recovery,” resonated throughout the day, reflecting the personal journeys of healing, growth, and transformation shared by participants.

The most powerful moments came from moving personal stories, showcasing resilience, hope, and progress, which inspired everyone present. The day ended with a lively raffle, but the true highlight was the emotional strength, unity, and shared sense of achievement felt by all. The Hull Reunion was a vivid reminder that recovery changes lives and offers connection and community support.

Connecting through technology – the launch of the Forward Connect app

The Forward Trust Community App was launched in September 2024, providing a peer support platform and useful resources to members of our Forward Connect community. Nearly 250 people signed up to the app in the first six months, with 79% actively logging in. Over 200 posts were shared and nearly 3,000 chat messages sent in 2024/25. These numbers have continued to increase this year, and we look forward Explore our hub of to developing this valuable resource even further in helpful resources. the years to come.

“Great app, easy to use and plenty of useful resources.” – Forward Connect Member

“It is very good to have so we can still have a connection with people. For me, this is what I need for my recovery and journey.” – Forward Connect Member

“I’ve just signed up to this new app and am really impressed with it. This is going to be so useful to so many.” – Forward staff member

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

WHAT OUR SERVICE USERS SAY

Recovery programmes

“It was wonderful for me, Clouds – it taught me how to live, and how to stop at the same time. So I’m very very grateful.”

Clouds House alumni Clive, speaking at the 2025 Clouds House reunion.

“It’s an amazing place. The staff are amazing. Just the whole thing (Clouds House reunion event) made me feel so welcome and so loved. And it’s been a long time since I’ve been able to love myself.”

Clouds House alumni, speaking at Clouds House reunion.

THE BRIDGES CASE STUDY

In June 2024, Charlie arrived at The Bridges – Hull , two days sober and on crutches after shattering their leg in a fall. It was Charlie’s third hospitalisation in a year, following two years of homelessness and struggling to stay away from substances. _“You never win by comparing your rock bottom to someone else’s,”*_ Charlie recalls, reflecting on the honesty and struggle of living alongside others in recovery. With the support of staff and secondary treatment funding, Charlie began to rebuild their life.

After three months, Charlie was referred to Cat Zero Humber , a charity that supports people of all ages, including young people and families, helping them into employment or training. Its uses confidence-building activities, tailored plans and the organisation’s 72-foot Challenge yacht as a tool for change. They invited him on a 10-day sailing voyage. Over 500 miles, Charlie learned to navigate, helm, tack sails, and even compete in a yacht race. “The voyage was the reset I needed,” they said. “It reminded me that even small ripples can become waves.”

*Charlie is a pseudonym

From Prisoner to Peer Mentor: Richard’s Recovery Journey

Richard’s recovery began on the Intensive Substance-Free Living (ISFL) unit at HMP Cardiff, where he embraced the ethos of Forward’s Y Bont and became a source of encouragement and belief for others. As one of the programme’s first graduates, he helped set the tone for what peer support and lived experience can achieve.

In a powerful full-circle moment, Richard recently returned to HMP Swansea—not as a prisoner, but as a guest speaker for Y Bont course. His heartfelt talk carried real weight, showing men in recovery that lasting change is possible. “To give back to the prison that gave me true freedom is a privilege beyond words,” he said.

Richard’s story has become a symbol of hope, recognised by peers, Forward Trust leaders, and even government representatives.

Richard will resettle at Men’s House in South East Kent—a Forward Trust recovery residence offering safety, structure, and community support. This carefully planned move, agreed with his family and support team, will give him the best chance of long-term success.

From prisoner to peer mentor, Richard’s journey is proof of what’s possible with commitment, support, and belief.

“Just saying I was an addict was hard. Being on “Y Bont” has shown me life, that there is light at the end of the tunnel and help is out there. I’ve taken back power over something that I have been powerless against. I’ve taken so much in over the past few weeks, I’ve never been so determined and driven to succeed.”

Graduate of the “Y Bont” programme

Recovery Support and Forward Connect

The following quotes are all from service users who attended our annual Reunion.

“This service has meant a lot to me. I have found out a lot about myself and other people.”

“Forward Trust has open doors for me, If I can do this, anyone can.”

“I am a changed man. I do not use substances, I live a healthy life, and I am trying to help people.”

“Forward encouraged me to attend 12-step meetings. If anyone is questioning recovery, please do not. It’s the best thing I have done.”

“It is very good to have so we can still have a connection with people. For me, this is what I need for my recovery and journey.”

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Housing

Lindsay’s Story

Lindsay’s life was stable until her 40s, though alcohol had quietly become a daily habit throughout her twenties and thirties. As a single mother of two, she didn’t initially see drinking as a problem. Recreational drug use on nights out seemed manageable—until the pandemic. Isolated and drinking heavily, Lindsay was introduced to crack cocaine. Within four months, her life unravelled. She lost her dignity, self-esteem, and relationships, turning to crime to feed her addiction. Two prison sentences followed.

Prison, however, became a turning point. Transferred to HMP Send, she connected with Forward Trust. “I remember the day I told my key worker, ‘I need help. I can’t do this alone.’ The relief was overwhelming—I knew I had to take the opportunity.” Two months before release, Lindsay was terrified about her future. Then came the news: she had a place in Forward Trust’s Recovery Housing. “When I heard, I fell to my knees crying. It felt like the start of my future.” From the moment she was met at the prison gates, Lindsay felt safe, supported, and part of a family in recovery.

Through Recovery Housing and Forward’s Day Programme, Lindsay found acceptance, community, and the tools to rebuild her life. “I’ve regained my dignity, my self-respect, and my family have seen the change in me. Forward Trust propped me up and gave me my life back.”

Now 18 months clean and sober, Lindsay has moved into her own flat and embraced new roles as a Lived Experience Ambassador, Peer Mentor, and housing volunteer. She has spoken at national events, worked with ITV News, and even taken her story to Parliament.

“I refuse to let addiction, prison, or homelessness define me. The only thing that defines me now is my determination to show others that what they’ve been through is just a chapter, not their whole story.”

Family Support

“I’d like to bring it to your attention that the family support practitioner who is more than an asset to the team. I respect and appreciate the personality and attitude that she brings to her job role. I’ve had many one-to-ones in rebuilding relationships with family and children and she has never been late, missed an appointment or looked at her watch during our sessions. I have a brain injury and can find it difficult to communicate with people at times, but this has never happened with my family support practitioner. I feel understood, respected and listened to. I am eternally grateful for the help I have received.”

Family Support Client

“It’s given me strength to trust myself and I think being with other people who understand it and don’t judge it is so vital - it has been life-changing for me. The continuity of care around the programme has been exceptional.”

RFUK Participant

“When I was little, I thought no-one had been through the same stuff I had been through. I went to M-PACT and now I don’t feel alone.”

Young M-PACT participant

Strengthening Family Bonds Through the M-PACT Programme

Kirsty * had a long-standing history of substance misuse, and her 15-year-old son was subject to a Child Protection Plan. Before offering them both a place on the M-PACT programme, extensive discussions were held with key professionals involved in the family’s care, including social services, the school’s pastoral team, and the safeguarding lead. Kirsty had had a pattern of missing appointments, raising concerns about her ability to engage with the programme. Given the absence of any other suitable adult in the child’s life, the decision was made to allow her son to attend sessions independently, based on his strong desire to participate and the belief that excluding him due to adult non-engagement would be detrimental. Transport support was arranged to facilitate his attendance.

Despite a history of disengagement from support services, Kirsty completed the programme. Over the course of the sessions, she overcame previous resistance and began discussing her addiction with her son—something she had previously avoided, despite pressure from social care professionals. As the programme progressed, Kirsty became increasingly reflective and receptive to feedback. Communication between her and her son improved significantly, leading to a noticeable improvement in his confidence and self-esteem.

After completing M-PACT, mother and son reported spending more quality time together and communicating more effectively. His school noted a marked improvement in attendance, and he began forming friendships within his peer group, indicating positive social development.

“I feel that every parent who seeks help with addictions and has children should be required to do the M-PACT course as part of their recovery. It has helped me talk to my child and see things from his point of view.”

Moving Parents and Children Together Licenced by The Forward Trust

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Taking Action on Addiction

Launched in 2021 by our Patron, HRH The Princess of Wales , the Taking Action on Addiction (TAOA) campaign aims to reframe public perceptions of addiction. Since its inception, TAOA has campaigned nationally to promote compassion, challenge stigma, and demonstrate that recovery is possible. Led by Forward with support from other organisations in the sector the campaign gives a voice to people affected by addiction and those in recovery.

Through polling, media engagement, and events across the UK, TAOA raises awareness of how widespread addiction is, highlights the impact of drug, alcohol, gambling, and behavioural addictions, promotes the support available, and underscores that recovery is achievable. The campaign also works to build a wider understanding of addiction as a health condition, celebrate the recovery community, and influence policy and practice.

We campaign to change public attitudes and influence policy , ensuring those often written off by society receive understanding, compassion, and opportunities to transform their lives. By raising awareness of the root causes of addiction and offending, we reduce the shame and prejudice that stop people seeking help.

A key feature of the campaign is the annual Addiction Awareness Week (AAW) , which provides an intense focus on addiction’s impact on individuals, families, and society. Through compelling storytelling, research, and events, AAW challenges stigma and encourages open conversations about addiction and recovery.

A CAMPAIGN BY THE FORWARD TRUST

More Than My Past

More Than My Past challenges the stigma that exists towards ex-offenders and people in recovery from addiction.

This campaign aims to increase understanding that people living marginalised lives – homeless, long term unemployed, addicted, or criminally involved – have often been victims themselves of childhood neglect, abuse or trauma, or of violence, grooming or mental health crises in adulthood. We celebrate stories of resilience and achievement, where individuals find a way out of negative cycles to live positive and productive lives.

Specifically, we aim to demonstrate to policy makers, employers, landlords and the general public that people can and do turn their lives around – and are capable of amazing achievements.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HIGHLIGHTS a

“As Patron of The Forward Trust, I am delighted to once again support Addiction Awareness Week.

It has been heartening to see that progress is still being made to end the stigma surrounding those battling addiction. For too long, many have suffered in silence, harbouring feelings of shame and guilt about their condition, despite their vulnerability.

Addiction Awareness Week 2024 ran from 30th November – 7 December and began with a special message of support from Forward’s Royal Patron, HRH The Princess of Wales.

The week centred on our new campaign film Recovery Is Possible. More than 75 people shared inspiring stories of their own or a loved one’s recovery, with special support from Ant and Dec, who filmed a message for the video. A key highlight was The Addiction Conversation Live in London, sponsored by the Financial Times. This event featured a live podcast, music, and spoken word performances, alongside powerful discussions on addiction. Guests included Lily Allen, Bryony Gordon, Matt Willis, and Tony Adams, with performances by Hannah Stanislaus and Gorillaz bassist Seye Adelekan. The audience included an impressive collection of policymakers, public figures, media and people from The Forward Trust’s recovery community in support of the week’s theme – Addiction Affects Everyone BUT Recovery Is Possible.

We also released new Ipsos research showing the scale of dependency in the UK. Almost half of adults (47%) have either experienced or know someone affected by alcohol, drug, medication, or gambling addiction—equating to 23 million people nationwide. Over one in 10 (11%) have faced it personally. The study highlighted concerning post-pandemic patterns, with 31% of those affected saying their alcohol use has risen since March 2020, and 10% of drinkers reporting it is now part of their daily routine. Stigma remains a major barrier, with up to 43% saying shame would stop them seeking help from sources such as GPs or employers.

Social media engagement with the campaign was impressive, with 2.28 million post engagements, a reach of 2.13 million and over 425,000 video views in the run up to and during the week. Our content was liked and shared far and wide, from celebrities to Members of Parliament, professional bodies and organisations working in the sector.

The week amplified the voices of those affected by addiction and shone a light on the hope that recovery brings. As Mike Trace, Forward’s CEO, said on the night of The Addiction Conversation:

“There continues to be a deep lack of understanding about addiction in Britain today. Addiction affects everybody and yet still this continues to be a hidden condition, a secret illness. This event brought people together in order to bring stories into the light because it’s only by hearing other people’s stories that we are more likely to recognise the symptoms in others.”

Everyone suffering from addiction is another human being, with a story of their own, which many of us don’t understand or see.

It is not our place to judge or criticise, we must take the time to sit by someone’s side, learning the values of love and empathy. Being a shoulder to cry on or an ear to listen, these simple acts of kindness are crucial in breaking down the misunderstandings that so many face.

Addiction is not a choice. It is a serious mental health condition that could affect any one of us. By acting with humility and compassion we can all make a difference and support those who are suffering.

Many charities up and down the country are guiding individuals and families through the toughest of times. But they cannot do it alone. It is up to each and every one of us to change the way we think about and consider the many people coping with addiction.

Because recovery is possible.”

HRH The Princess of Wales, on Addiction Awareness Week 2024

Special episode of the More Than My Past podcast

“The blast radius of addiction is far and wide. It’s your uncle or your cousin; it’s the person fighting in the bar; it’s the constant shouting through the walls from your neighbour; it’s the quiet bottle and a half every night you don’t tell anyone about.

We were delighted to broadcast a new, special episode of the More Than My Past podcast in October 2024. The episode focussed on the incredible story of Tony Attwood, who experienced addiction and served multiple prison sentences for a number of crimes before Judge Peter Ross sent him to rehab instead. Now many years into recovery, Tony has set up a vital housing charity for ex-offenders. Peter was his chair of trustees. Tony and Peter join actor Jason Flemyng and Forward Trust director Julie Muir to retell their extraordinary story for this remarkable episode.

We see its effects in A&E departments across the nation and with those unfortunate enough to sleep on our streets. We see it in boardrooms, classrooms, playgrounds, pulpits, and sporting arenas. Addiction takes many forms, and it affects us all in many ways.”

Seye Adelekan, multi-instrumentalist musician, composer and producer

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Forward Trust is a trusted provider of social justice services. We work closely with a range of commissioners, building long-term partnerships that drive continuous improvement in services and outcomes for local communities.

Collaboration is at the heart of what we do. By partnering with specialist organisations, we combine our strengths to deliver the best possible support for service users. We value the expertise and local insight our partners bring, which enhances the quality and impact of our work.

In 2024/25, we were proud to collaborate with the following commissioners and delivery partners:

Adfam Gangsline Atrium Clinic Greater London Authority Better Lives Groundwork East BGPS HCRG Care Group Breakeven Hibiscus Initiatives Ltd Catch 22 Homeless Link Central & North West London Kent County Council NHS Trust Lincolnshire Action Trust Change Grow Live Magistra Combat 2 Coffee Mercator Digital Crisis Nacro Community Department for Education Accommodation Services Digital Kent New Futures Network DrPA Secure Open Road Visions ERSA and AELP Peabody Trust Evolve Housing & Support People Plus

Practice Plus Group Prisoners Abroad Reed in Partnership Rehabit RFEA Social Enterprise Kent South London & Maudsley NHS Trust

Spark Inside Streetlight Sussex Pathways Thames Reach Thanet Citizens Advice The Medway Street Angels Threehands Insight Voluntary Action Islington

IMPACT REPORT

We are grateful to all our donors and funders who supported our work in 2024/25. Those providing restricted funds are listed in our Finance Report below (Section 3, page 108), while those contributing unrestricted funds include organisations such as The Thompson Family Charitable Trust, The Caerlow Trust, J Leon, The Wyndham Charitable Trust, The B E Rodmell Trust and The Financial Times, as well as our loyal individual donors.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

In this section of the report, we present - for each of our service areas described above – headline data on the numbers of clients reached and the levels of activity they engaged in, while also highlighting outcomes and impact achieved based on our research and evaluation activity.

We also present below an overview of the progress made by all our clients across our ‘stages of change’, with client activities categorised as ‘pause’, ‘engage’, ‘develop’ and ‘prosper’, designed to provide a structure that supports people towards recovery and rehabilitation.

Stage of change

Pause Engage Develop Prosper Supporting Working with Progressing Where clients clients to take clients to instil people’s feel the rewards stock of their a belief that personal of a more situation, while change is development independent How addressing possible, give and recovery, life, characterised immediate them confidence through by positive self we help health and to take the structured respect, personal clients care needs. We first steps, and and intensive wellbeing, social across all support clients offer personal programmes, connection to assess what and practical developing and positive services changes they support and new skills and contribution want to make interventions to knowledge, to family and and decide what get them started and making community. sort of help on their journey. new positive they need. connections.

For the last 6 years, we have collected data on the number of clients who were accessing support at each of these stages, from ‘Pause’ through ‘Engage’ to ‘Develop’, data that can be visualised as a ‘funnel’ that flows into our evergrowing reservoir of people who are ‘Prospering’ in life (becoming part of our ‘Forward Connect’ recovery community – see p40).

The diagram below present a comparison of the size and shape of our ‘funnel’ in 2023/24 and 2024/25. It highlights the change in the number of interventions delivered during this period. Of particular note is the growth in both Engage and Develop interventions, which represent our most targeted and transformative methods of client support.

2024/25

==> picture [445 x 538] intentionally omitted <==

----- Start of picture text -----
||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---| |20,503 (-6%)| ||||clients receivingahd ass@ssments,given‘advice|stabilising theirand|guidance|condition,| |Pause| |20,101 (+8%)| |,| |>|clients building motivation| |learning|new|skills|and|behaviours| |Engage| |8,953 (+28%) clients in recovery,| |star| |>|ting jobs| |and tenancies| |Develop| |©|°@|)|@|rage ®| |’| |interventions join thousands of others who are| |onae|—|e,|4.|ASO| |Prosper|C|—|pei>t|support to maintain healthy lifestyles|Those progressing in|-.lif|QIVING through and’| recelvINg ‘Develop mutual|m|o|o>| |——_|’| |23/24|24/25|% Change| |Total number of clients supported|32,493|35,325|+9%| |Pause|21,645|20,503|-6%| |Engage|18,486|20,101|+8%| |Develop|6,056|8,953|+28%|

----- End of picture text -----

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----- Start of picture text -----
Develop
----- End of picture text -----

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Substance Misuse

8,792 1,711 male female clients clients

“The help that was offered has given me tools to take away with me and make a fresh start…Forward Trust have helped me gain an understanding about my life choices and behaviour around drink and drugs. I have gained skills to help me on my release. They tried to help all of us and have done a great job”

“I started this journey in denial, but Forward have persevered and helped me throughout and I feel confident and optimistic for my future. They have helped me to see the benefits of substance-free living”

“Forward Trust have supported me fully… They’ve supported me when I’ve relapsed, helped me get back on track.”

“Forward Trust has been a life saver for me, every staff member is supportive and understanding. It’s been a privilege to work with them all.” clients completing treatment drug/ S alcohol free (25% Talking Therapies 1,696 more than 23/24) Reconnect 40.2% of Talking Therapy clients 2 ® 724 clients supported moving into ‘reliable improvement’.

827 clients

Talking Therapies

724 clients supported

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Client outcomes and feedback continued

Reconnect

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81%
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said the service helped them to better understand and address their difficulties

“I really valued everything you did for me, thank you so much.” Reconnect service user

“You were the only people who actually helped me on my release. I really appreciated the calls and check-ins and how you supported me to attend my GP appointment also. It really did mean a lot.” Reconnect service user

“Thank you so much for all the help. You guys have really supported me both in prison and on my release too. It’s been nice to have a familiar face to talk to whilst I’ve been back in prison (due to recall). You’ve helped to link me in with IAPT [now Talking Therapies] and drug and alcohol support which I really appreciate. I would never have registered with a GP or attended my appointments on release without your support.” Reconnect service user

Surrey female prisons counselling service

Reach and activity

810 hours of counselling received.

Client outcomes and feedback

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Client outcomes and feedback

Reach and activity

354 clients accessing residential rehabilitation

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99%
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of clients rated their service experience as excellent or good

60% average completion rate across all structured day programmes.

“Always felt listened to and felt it was a great service, appreciated the work my keyworker was doing with me and helping myself and my partner to get out of treatment successfully as we have both detoxed from OST. Thank you.”

“Amazing service, the groups are fantastic, very informative, educational and makes me think, and now has helped me on my sobriety journey and into a more prosperous life.”

“Forward have saved my life. I now have a future and many good things to look forward to.”

Community Day Programmes – Long-term Impact Study

During 24/25 we also started work on ‘ Programme to Prosper ’, looking at the long-term impact of our community day programmes in Hull, Kent and Medway. We are interviewing participants at 6-, 12- and 24-month intervals after they complete these programmes to assess their progress in recovery and how well they are practising the key behaviours developed on the programme on an ongoing basis. We are using the COM-B model (assessing people’s Capability, Opportunity and Motivation to change Behaviour) to do this, widely used in public health evaluation. We will be reporting on findings from 2026.

“Grateful that Forward were there when I needed them.”

ReNew (structured day programme in Hull)

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

CRIMINAL JUSTICE

Client outcomes and feedback

Personal Wellbeing

Reach and activity

Forward supported 11,091 clients of our commissioned rehabilitative services in 2024-25, 27% more than 2023-24. These comprised:

Personal Wellbeing

11,091 clients supported

(Commissioned Rehabilitative Service)

4,369 clients supported.

Accommodation

(Commissioned Rehabilitative Service)

Dependency & Recovery

3,473 (Commissioned Rehabilitative Service) Accommodation clients > 3,249 clients supported (from 69 different supported nationalities).

95% of clients rated their experience of the service as excellent or good

“I think the service is ‘wonderful’ I feel that it has helped immensely to have someone who is willing to sit down and listen. The nature of the practitioner has positively impacted on my feelings and views of my own self-worth and own mental health” PWB Service User

Accommodation

“I am so grateful for Holly’s support with my housing. I wouldn’t be where I am today if it wasn’t for her”

Accommodation Service User

“I have been abstinent from alcohol for 3 months now thanks to Forward Trust. Initially, I was worried as English is not my first language, but my caseworker delivered all sessions in Punjabi, which meant I could clearly understand what was being shared. I was struggling with depression, so my caseworker even came out to my home and met me, which I am very grateful for. My health and relationships with family have improved, and I have more energy than ever. Thank you Forward Trust.”

Dependency & Recovery

In addition, 580 of our Commissioned Rehabilitative Services clients engaged with the Forward Connect community.

D&R service user

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Additional Outcome Measurement:

Intermediate Outcome Measurement Inventory (IOMI)

As part of an organisation-wide roll out, in 2024/25 we started to use ‘IOMI’ across our Commissioned Rehabilitative Services. This is a tool that measures resilience, wellbeing, self-efficacy, impulsivity, motivation, hope and interpersonal trust (measures widely regarded as predictors of desistance and recovery) where service users self-report on a scale of 1–5 before and after engagement with our service.

Findings from the first two quarters of 25/26 are summarised below:

IOMI measure Percentage change in scores (pre and post)
Agency/self-efficacy +15%
Hope +22%
Impulsivity / problem-solving -4%
Motivation to change +9%
Resilience +14%
Interpersonal trust +15%
Wellbeing +18%

EMPLOYMENT

During 2024/25, Forward delivered employment-related information, advice and guidance (IAG) to clients in 17 prisons, and employment support for ex-offenders and other disadvantaged groups through X contracts. We also provided enterprise support and employment opportunities though Blue Sky Services.

Reach and activity Reach and activity

Client outcomes & feedback

clients supported 60 with their ideas @ for enterprise =>vw N [|

PROGRAMME SPOTLIGHT

‘Multiply’ (numeracy programme across Thanet and East Kent)

Adult skills programmes (London and East Kent)

410 learners supported

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

RECOVERY AND BELONGING

RECOVERY PROGRAMMES

Reach and activity Reach and activity

Residential

Prison

Online

Client outcomes & feedback

Residential

Online

Recovery Online participants:

REACH OUT

Reach and activity

Client outcomes & feedback

3,640 calls received:

Quotes from Reach Out service users

One in 6 (16.6%) of callers were the friends and family of those needing support.

“Your staff are very helpful, welcoming and professional.”

“My enquiry was answered promptly and succinctly. It was helpful in terms of advice and was kind.”

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3,640
calls received
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REACH OUT

286 clients accessing structured programmes at Clouds House (Wiltshire) or The Bridges (Hull).

83% of all people leaving Clouds House or The Bridges are drug and alcohol free.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

HOUSING SUPPORT

FAMILY SUPPORT

Reach and activity

Client outcomes & feedback

Reach and activity

Client outcomes & feedback

Vision Housing (independent living)

Relationships Matter participants

Recovering Families UK Online

Recovery Housing

(Figures are for Jan – Mar ’25 only, following programme launch at the start of the year).

“My mentor has helped me develop independence and provided me with key skills to manage my own tenancy, they have guided me and provided me with solutions and options that I never knew existed before, I can’t wait to become a mentor myself in the future.”

Recovery Housing (shared living)

RFUK Online quotes from service users

“I feel like it’s helped to not be as angry”

“It’s given me strength to trust myself”

“Without your help when I came out of prison, I would have been completely lost. You’ve all been unbelievable. If people come out of prison like I did, with nowhere to live, they have no chance. … If Forward hadn’t been there, I know my mental health would have suffered. They worked with my probation officer to explain what was happening, and they took away the stress of landlords asking too many questions. I’m not trying to be funny — I genuinely don’t know what would have happened to me. It also feels like someone actually cares. If my Forward worker isn’t around, someone else calls me to make sure I’m OK. You don’t feel forgotten.”

“I’ve loved every minute of it”

“It’s given me a great sense of relief”

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6
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301 clients attending Relationships Matter structured

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69%
feel more confident
in their relationships.
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houses situated across Kent and Essex (male, female and mixed schemes).

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programme.
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THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

RECOVERY SUPPORT

Reach and activity

FORWARD CONNECT

Reach and activity

Client outcomes & feedback

98% of Recovery Support clients rated their experience as excellent or good.

98%

Client outcomes & feedback

Of Forward Connect members surveyed:

TRUSTEES’ REPORT AND ACCOUNTS

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Message from the Treasurer

This Trustees’ Annual Report and Accounts has been prepared in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102) and the FRS102 Charity SORP (Statement of Recommended Practice effective 1st January 2019).

The 2024-25 results were also impacted by a one-off correction of income recognition and the associated VAT correction.

Despite these pressures, and mainly due to effective cost control and prudent financial planning, the Charity will once again budget for a surplus in the upcoming financial year. Our cash flow analysis over the next eighteen months still permits us to confidently adopt a ‘going concern’ approach to our accounting.

The accounts for the year ending 31 March 2025 show that the Charity continues to grow and diversify. Over the past five years, the Charity’s income has nearly doubled, and we expect this growth to continue into the next financial year. This report indicates that the Charity has achieved this safely and sustainably, and our economic outlook remains steady.

The Charity will continue to manage its financial resources carefully and take steps to further improve its financial results, but this will always reflect the levels of service and support we must provide to our colleagues to fulfil our mission. Our long-term strategy will continue to guide our future financial planning.

Our contract base remains intact, and there was further growth at the start of the new year, as described in the Post Balance Sheet note to these accounts.

Despite challenges, we continue to benefit from our donors’ generosity and the great faith they place in us to utilise their donations effectively, ensuring that we provide the highest quality of care to those in need.

The Charity delivered a deficit of £1,377k in 2024-25. This is set against a challenging financial environment, where pressures on our commissioners to reduce costs have been heightened, and some of our philanthropic supporters have had to either discontinue financial support or defer funding decisions beyond the end of the year. We have also had to absorb the Government’s increase in Employer’s National Insurance during the year, which increased the Charity’s staff costs by around £850k.

Jamie Drummond-Smith

Treasurer

Financial Highlights - Forward in Numbers

The Charity’s total income for the period increased to £44.43 million (2024: £39.91 million).

This is mainly due to the mobilisation of new Substance Misuse contracts in Thurrock, along with additional grants for existing Substance Misuse contracts in East Kent and Southend. We are also launching a new whole-prison contract with our partner Mitie Care & Custody, which contributed in HY2.

Total income mainly derives from charitable activities, which include contracts with local authorities, NHS Trusts, the Ministry of Justice, or similar institutions, as well as commercial contracts and fundraising efforts such as trust and grant income.

Income from charitable activities, which accounted for 95.5% of total income, increased from the previous financial year, primarily due to a reduction in the amount of fundraising income raised during the year.

Principal funding sources are outlined in the notes to the financial statements.

These funds are directly applied to the delivery of addiction treatment services, accommodation services, family support services, mental health services, probation services, prison services, and employability services.

The Statement of Financial Activities (SOFA) shows the analysis of charitable activities split between several service offerings:

Substance Misuse Services

Family Services Young People’s Services Recovery & Resettlement Services Residential Rehabilitation Services Clinical Services Employability Services Criminal Justice Services, and Education Services.

The total expenditure on charitable activities has risen to £45.76 millio n (2024: £39.86 million) during the period. Actuarial losses on the Defined Benefit Pension Scheme account for a further £49k.

A challenging fundraising and commissioning environment and the significant impact of National Insurance and living wage rises, as well as the income recognition and associated VAT correction, has resulted in an operating deficit for the current reporting year

Total assets for 2024-25 have decreased, primarily due to the impact of the operating deficit. Total Assets, however, remain strong at just over £5.67 million.

The above comparisons clearly illustrate how the organisation has maintained growth and stability despite the significant financial challenges facing charitable income and the ever-increasing costs of ensuring the safety of our staff and clients.

FT Total Income 2020-2025

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£50,000 £44,433
£45,000
£39,912
£40,000
£32,872
£35,000 £30,903
£30,000
£25,000 £21,376
£20,000
£15,000
£10,000
£5,000 2020/21 2021/22 2022/23 2023/24 2024/25
£ al
Total Income £,000
FT Total Costs 2020-2025
£50,000 £45,761
£45,000
£39,856
£40,000
£33,675
£35,000 £29,973
£30,000
£25,000 £21,531
£20,000
£15,000
£10,000
£5,000 2020/21 2021/22 2022/23 2023/24 2024/25
£
Total Income £,000
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FT Annual Surplus 2020-2025

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1500
£930
1000
2020/21
500
2021/22
£56
0 2022/23
-£155 2023/24
-500
2024/25
-1000 -£803
-1500 -£1,377
----- End of picture text -----

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----- Start of picture text -----
Total Surplus £,000
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THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

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FT Total Assets 2020-2025
£8,000 £7,709
£6,994 £7,046
£7,000
£6,000 £5,669
£5,000
£4,000
£3,148
£3,000
£2,000
£1,000 2020/21 2021/22 2022/23 2023/24 2024/25
£ wiih
Total Assets £,000
FT Total Fundraised 2020-2025
£3,000
£2,564
£2,500 £2,314
£2,026 £1,984
£2,000
£1,500
£1,218
£1,000
£500
2020/21 2021/22 2022/23 2023/24 2024/25
£
Total Fundraised £,000
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Reserves Policy

The General Reserves Policy continues to protect our programme work from the risk of disruption at short notice due to a lack of funds, while also ensuring that we do not retain income for longer than necessary.

The Policy also sets parameters for future strategic plans and aids decision-making. It establishes an appropriate target level for general reserves, taking into account the following factors:

Designated Funds (Unrestricted)

Designated funds are those unrestricted funds that the Trustees have set aside for particular purposes.

These funds are allocated to cover our estimated maximum liability for dilapidation costs on our freehold properties, and other properties.

Further details of the designated funds and their movements during the year are shown in Note 16 of the accounts.

Restricted Funds

These funds are used for the specified purposes outlined by the donor. As at 31st March 2025, unspent restricted funds were £0 (2024: £0).

Going Concern

Despite the one-off significant income recognition and associated VAT correction described above, the Trustees still consider that there are sufficient reserves held at the year-end to manage any foreseeable downturn in the UK economy, including any future adverse impact resulting from worldwide financial headwinds.

Trustees believe that the Charity has adequate resources to continue in operational existence for the foreseeable future.

For this reason, the Trustees continue to adopt the ‘going concern’ basis in preparing the accounts.

Key Management Personnel Remuneration

The Trustees consider the Board of Trustees and the Executive Team (ET), which includes the Chief Executive Officer, as comprising the key management personnel of the Charity responsible for directing, managing, and controlling the Charity, as well as operating it on a day-to-day basis.

All Trustees give their time freely, and no Trustee received remuneration during the year. Details of any Trustee expenses and related party transactions are disclosed in Notes 8 and 20 to the accounts.

In determining appropriate pay levels, The Forward Trust strives to strike a balance between paying sufficiently to recruit and retain individuals with the necessary skills, meeting the needs of our contracting partners, and fulfilling the expectations of the public and our supporters that the funds entrusted to us will be used wisely.

In setting ET pay, the Trustees consider the skills and experience needed for each role, as well as the remuneration in the sectors from which appropriate candidates for such posts are sourced. They also take into account the affordability for The Forward Trust.

We do not pay bonuses or other incentive payments. Pay increases for the ET and other employees are reviewed annually, subject to good performance and the Charity’s financial position.

Remuneration is also benchmarked against other competitors within the sector of a similar size to ensure that the remuneration is set fairly, and not out of line with that of generally similar roles.

Financial Risk Management

Services are subject to contracts; prices of goods are based on market prices; and salary costs are subject to a formal annual review.

Our standard payment terms are 30 days. Credit risk on amounts owed by debtors is low. The organisation retains a small overdraft facility on its main bank account.

In terms of liquidity risk, The Forward Trust holds only a small mortgage, and our policies on managing investments and reserves are outlined above.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

MANAGEMENT OF PRINCIPAL RISKS AND UNCERTAINTIES

In delivering our objectives, we face significant risks every day, whether to the safety of our staff, our clients, our financial health, or our duty of care to those attending our fundraising events.

Key Risks

For each identified risk, the relevant committee monitors specific actions and performance indicators related to it on a quarterly basis.

We have robust procedures to evaluate, design and implement effective measures to reduce both the likelihood and the potential impact of these risks occurring.

The following significant risks were identified at an organisational level for the Charity in 2024-25:

Reserves Policy

The Forward Trust conducts annual risk identification, assessment, and management analyses. A register of risks has been compiled, with risks scored according to their likelihood and severity of impact.

Risk management strategies and time scales are also established and reviewed at least annually. Individual senior managers or committees are nominated to take responsibility for each key risk, which is reviewed on a quarterly basis.

The Trustees reviewed how risk is managed within the Charity, and the level of reserves that should be held in relation to the principal risks that we face.

The Trustees have also examined other operational and business risks through an organisational risk management process, identified those risks that the Charity faces, and confirmed that they have established systems to mitigate the significant risks.

There is a risk of operational instability arising from the recommissioning of Probation CRS. As this is a national recommissioning event, all staff are exposed to rumour and speculation about what future delivery will look like. We know that services will not be commissioned like for like, so staff will become aware that their roles will change significantly even in best-case scenarios where we retain all current contractual areas and win more.

The Trustees aim to monitor and manage the above risks through a Strategic Risk Register, which outlines the likelihood, impact, and severity of each risk, as well as the risk owner and the committee responsible for managing the risk.

These risks are also reviewed on a regular basis and are standing agenda items during monthly risk owner supervisions and quarterly committee meetings. Internal risks are minimised through a clear authorisation process for all transactions and projects, ensuring consistent quality of delivery across all operational aspects of the Charity.

These procedures are reviewed annually to ensure that they continue to meet the needs of the Charity.

The Trustees receive regular reports on compliance with regulatory and statutory frameworks, including those related to the health and safety of staff and clients.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Taxation Increases and Inf lation Pressures

As we move into the 2025-26 financial year, we are acutely aware of the ongoing impact of the UK Government’s decisions on taxation, as well as the impact of the global trade position on the organisation, and the potential for budget-busting price increases across several of our cost lines.

We recognise that cost-of-living pressures may significantly affect our staff and increase expectations for higher pay.

We have budgeted a surplus position for 2025-26, but recognising that achieving this, given current and predicted headwinds, will be challenging.

We will devote significant management energy throughout the coming year, seeking opportunities to mitigate this and maximise our cash reserves.

Fundraising

Forward Trust does not actively raise money from the general public, and no complaints were received in relation to fundraising in either the current or preceding accounting period.

Auditor

A resolution to reappoint HaysMac LLP as the charity auditor will be presented at the Annual General Meeting.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Tony Adams MBE was appointed Chair and took up his duties in February 2025.

Governing Document

The Directors of the Charity, who are the Charity’s Trustees, form the Board of Trustees, which is its ultimate governing body.

The Forward Trust is a charity registered in England and Wales (Charity Number: 1001701) and a UK company limited by guarantee (Company Registration Number: 02560474). The governing document is the Articles of Association that determine its legal framework. The Charity does not have any share capital. This remains the case after the merger with Action on Addiction.

The Board of Trustees is responsible for ensuring all activities comply with UK law and align with the agreed charitable objectives. Its responsibilities include governance, setting the strategic direction, ensuring the Charity upholds its values and achieves its objectives, and approving the financial plan.

Board of Trustees (Directors)

Executive Team

The Board of Trustees reviews a schedule of matters reserved to them and delegates certain responsibilities to the Trustee sub-committees and the Chief Executive Officer.

As of 31st March 2025, the following members of the Board of Trustees were registered as Directors of the Charity:

The day-to-day running of the Charity has been delegated to the Executive Management Team.

As of 31st March 2025, the Executive Team was made up of:

Steven McIntosh

Ivor St John McKay

During the reporting year, the following Trustees resigned from the Board.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Structure

The Board of Trustees meets quarterly to consider strategic business issues. Each year, we approve the annual budget and strategic risk register and review the strategic plan of the Charity.

The Trustees and Chair are appointed for an initial period of three years that can be extended for further three-year terms. Any further extension may be made if it is deemed to be in the best interests of the Charity.

The Trustees are recruited to provide the skills and experience required to govern the Charity.

We seek to appoint Trustees from among our Trustees’ network and, where necessary, through the use of external advertising or specialist agencies as required.

Recommendations for appointments are made by the Chair and then ratified by the Board.

New Trustees receive information on legal obligations under Charity and Company Law, the Charity Commission’s guidance on public benefit, the content of the Articles of Association, the committee and decision-making processes, the business plan, and recent financial performance of the Charity.

New Trustees also spend a day meeting key employees and other Trustees. Trustees are required to complete mandatory training modules and are encouraged to attend relevant external training events that will facilitate the effective performance of their role.

The Chair is an ex officio member of all Committees. Any Trustee may attend any Trustee sub-committee meeting. The sub-committees each have specific responsibilities on behalf of the Charity as outlined below. They provide counsel, expertise, and support to the Senior Management Team.

Individual Trustees also take reasonable steps to ensure there is regular and direct contact between Trustees, staff, volunteers, and people who use our services at a local level.

There are annual scheduled visits to Programmes by Trustees with an Executive Management Team member.

Finance and General Purposes Sub-committee

The Committee is responsible for overseeing all aspects of the Charity’s financial policies and operations. It monitors the short and long-term financial viability of the Charity, ensuring there are sufficient resources to fund its commitments. The committee reviews and approves the Investment and Reserves Policy for recommendation and monitors the effectiveness of the Charity’s risk management and internal control systems. It reviews the annual financial plans of the Charity and monitors performance against these plans, recommending action where necessary.

The Committee also reviews all issues concerning human resources (including sickness, staff turnover, and equality, diversity, and inclusion). It met five times during the reporting year (one of these an extraordinary meeting regarding salary increase proposals).

During the reporting year, the committee was comprised of the following members: Jamie Drummond-Smith – Chair, Hon David Bernstein (resigned Feb 2025), Isabelle Laurent, Joyce Adu, and Andrew Wylie, together with the Chief Executive, Chief Operating Officer, Director of Human Resources, and Director of Finance & Commercial.

Governance & Quality Assurance Sub-committee

The Committee is responsible for implementing and monitoring effective governance throughout the organisation, including clinical governance.

During the reporting year the committee was comprised of the following members: Amelia Fitzalan Howard, (Chair from Sept 2024), David Riddle (former Chair, resigned Aug 2024), Tony Adams MBE, Hon David Bernstein (resigned Feb 2025), Lady Louise Gibbings (resigned Apr 2024), Lisa Bryer, Steven McIntosh and Dame Benita Refson DBE, the Chief Executive, Chief Operating Officer, Divisional Directors of Services, the Clinical Director and the Director of Governance and Quality Assurance.

A separate Clinical Governance Quality Assurance Forum is responsible for ensuring the collection and analysis of data and other information sufficient to provide effective clinical governance, ensuring the input of clinical leadership and advice, promoting the quality of care, including the safety and wellbeing of service users, families, and carers. This forum reports to the Governance and Quality Assurance Sub-committee via the Clinical Director.

The Committee is responsible for managing a culture of statutory compliance, as well as processes for managing health & safety issues; facilitating an examination and review of significant events and incidents; ensuring audits of services are undertaken and acted upon; and ensuring compliance with all legislation and contractual obligations.

During the period, the Charity was assessed and re-accredited (with zero non-compliance) against ISOs 9001, 14001, 45001, 27001, and Cyber Essentials Plus accreditation.

ISO 9001 ISO 14001 ISO 45001 ISO 27001 Quality Environmental Health & Safety Information Management Management Management Security

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Sustainability and Greenhouse Gas Emissions

The Forward Trust is committed to minimising the environmental impact of our operations, taking steps to reduce our carbon footprint and operate more sustainably across all our activities. We recognise our responsibility to address climate change and are dedicated to embedding environmental considerations into our decision-making processes. This Streamlined Energy and Carbon Reporting (SECR) disclosure provides transparency on our energy consumption and greenhouse gas emissions for the reporting period, demonstrating our ongoing efforts to monitor, manage and reduce our environmental impact. As an organisation focused on supporting positive change in people’s lives, we believe this commitment extends to protecting the environment for future generations.

The organisation’s greenhouse gas emissions and energy consumption are as follows:

The organisation’s greenhouse gas emissions and energy consumption are as follows: The organisation’s greenhouse gas emissions and energy consumption are as follows: The organisation’s greenhouse gas emissions and energy consumption are as follows:
01 Apr 2024 to
31 March 2025		 Units
1. Emissions resulting from activities for which the organisation is
responsible involving transport in owned or rented vehicles
(Scope 1 - fuel only)		 23.19 tonnes CO2e
2. Emissions resulting from the purchase of gas, oil and electricity
by the organisation for its own use
a) Gas (Scope 1) 19.71
b) Oil (Scope 1) 108.56
b) Electricity(Scope 2,location based) 45.65
c) Total 173.92 tonnes CO2e
3. Scope 1 and 2 (Gas, oil, fuel, electricity) - energy consumption (kWh)
a) Gas (m3 to kWh) 107,787 kWh
b) Oil (litres to kWh) 428,094 kWh
c) Electricity 220,499 kWh
d) Fuel (litres to kWh) 94,318 kWh
e) Total 850,698 kWh
The methodology applied to calculate the organisation’s energy use and emissions is based on the principles set out in
the GHG Reporting Protocol - Corporate Standard.
Intensity ratio: Tonnes of CO2e generated per £1,000,000 of income received was 4.33

Continuous Service Improvement (CSI) Sub-committee

The Continuous Service Improvement Sub-committee is responsible for establishing an effective governance framework to manage all aspects of service improvement across all areas of service delivery. Its focus is on research, service improvement, and implementation of best practice.

During the reporting year, the committee was comprised of the following members: Dame Benita Rayne (Chair), Tony Adams MBE, Hon David Bernstein (resigned Feb 2025), Lady Louise Gibbings (resigned Apr 2024), Ivor McKay, Lisa Bryer, and the Chief Executive, together with the Divisional Director of Research and Development and Director of Service Improvement.

Fundraising & Communications (FC) Sub-committee

The Committee is responsible for providing an effective governance framework for managing all aspects of the Fundraising and Communications functions of the Charity.

During the reporting year the committee was comprised of the following members: Rebecca Priestley (Chair), Lady Louise Gibbings (former Chair, resigned Apr 2024), Tony Adams MBE, Hon David Bernstein (resigned Feb 2025), Isabelle Laurent, Dame Benita Refson, Katie Simpson-Lloyd, David Meredith and the Chief Executive together with the Executive Director of Fundraising & Communications, the Head of Communications and the Head of Fundraising.

The methodology applied to calculate the organisation’s energy use and emissions is based on the principles set out in the GHG Reporting Protocol - Corporate Standard. Intensity ratio: Tonnes of CO2e generated per £1,000,000 of income received was 4.33

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Public Benefit Statement

In preparing the report, the Board of Trustees have considered the requirements of the Charities Act 2011 and has satisfied itself that they have complied with its duty to have due regard to the ‘Public Benefit’ guidance published by the Charity Commission.

We have referred to the Charity Commission’s guidance on public benefit when reviewing our activities and objectives, as well as when planning future activities. We have reviewed our reporting to ensure our activities clearly indicate public benefit through the achievement of our aims.

Our main activities and achievements within these are described in the Chief Executive’s section of this report. Broadly, our activities help advance health and save lives among our direct beneficiaries by providing treatment and support to rehabilitate substance misusers; we promote citizenship through reintegration support; and we deliver benefits to the broader public through the prevention of crime and destructive behaviour.

In addition to the many thousands of prisoners who have received services from the Charity, our programmes have also had a positive benefit for the families of the individuals we directly help, as well as for the broader community though our community drug services, reducing reoffending among some of the most prolific offenders, and improving life chances through the delivery of education and vocational training to disadvantaged groups.

Supporting Our Employees and Volunteers

As at 31st March 2025, we employed a total of 841staff, a 12.7% increase on the 746 people we employed at 31st March 2024.

Achieving the desired transformational changes in our clients will depend on the expertise and motivation of those who work with us. We have continued throughout the last year with efforts to support our workforce in adapting to the changes in the way we work.

We have a strong commitment to developing the diversity of our staff and volunteers through equal opportunity policies, training, and practical action.

As at 31st March 2025, the representation of women in our total workforce increased to 74.1%, from 72.6% at 31st March 2024.

The percentage of staff from an ethnic minority increased to 18.9% of the total workforce for whom their ethnic origin is known, from 17.0% at 31st March 2024.

We remain particularly indebted to the 6,646 hours of volunteer commitment we received from the 181 volunteers we engaged over the year.

Our volunteers work tirelessly on a variety of projects. These incredible people are at the heart of everything that we do.

We calculate the value of these hours to be more than £83,740 (based on the Outer London Real Living Wage - support worker rate), and our services and events simply would not be possible without them.

The roles vary from project to project and event to event, ranging from a few hours to entire days. Whatever their role, our volunteers generously provide significant amounts of their time to The Forward Trust, and we are enormously grateful.

We are committed to strengthening skills training for all our volunteers, ensuring that they can gain new experiences and feel they have a greater connection to our work.

Lived Experience

The Charity is strengthened by the number of people with Lived Experience, both those in recovery from addiction and ex-offenders who are involved in the day-to-day operations at all levels.

This involvement ranges from Board members to ‘peer supporters’ and serving prisoners who volunteer to support our programme delivery.

In the year 1st April 2024 to 31st March 2025, an average of 31.4% of our staff and volunteers (who declared as such) had their own lived experience of being in recovery from drug or alcohol addiction. This is less than last year, when the figure was 34.6%, but a reflection of our expanding contract base outside of substance misuse, where the vetting processes of our commissioners constrain the employment of lived experience staff.

STATEMENT OF TRUSTEES’ RESPONSIBILITIES

The Trustees (who are also directors of The Forward Trust for the purposes of company law) are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the Charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Company and charity law requires the Trustees to prepare financial statements for each financial year, which give an accurate and fair view of the state of affairs of the Charity and of the net movement in funds and application of resources, including the income and expenditure of the Charity for that period. In preparing these financial statements, the Trustees are required to:

Insofar as we are aware: 

  - There is no relevant audit information of which the Charity’s auditor is unaware, and

The auditor, HaysMac LLP, is willing to be re appointed in accordance with section 485 of the Companies Act 2006.

The Trustees’ Report, incorporating the Strategic Report, was approved and authorised by the Board of Trustees on 27th January 2026 and signed on their behalf by:

Tony Adams MBE

The Trustees are responsible for maintaining adequate accounting records that disclose, with reasonable accuracy, the Charity’s financial position at any time and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the charity’s assets and, therefore, for taking reasonable steps to prevent and detect fraud and other irregularities.

Chair of Trustees

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

INDEPENDENT AUDITOR’S REPORT

Conclusions Relating to Going Concern

Opinion

We have audited the financial statements of The Forward Trust for the year ended 31st March 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows, and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In auditing the financial statements, we have concluded that the Trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Charitable Company’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the Trustees with respect to going concern are described in the relevant sections of this report.

In our opinion, the financial statements:

Other Information

The Trustees are responsible for the other information. The other information comprises the information included in the Trustees’ Annual Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements, or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Basis for Opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Opinions on Other Matters Prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on Which we are Required to Report by Exception

In the light of the knowledge and understanding of the Charitable Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees’ Annual Report (which incorporates the strategic report and the directors’ report). We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

Responsibilities of Trustees for the Financial Statements

As explained more fully in the Trustees’ Responsibilities Statement set out on page 91, the Trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as

the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditor’s Responsibilities for the Audit of the Financial Statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Based on our understanding of the charity and the environment in which it operates, we identified that the principal risks of non-compliance with laws and regulations related to charity and company law applicable in England and Wale, and we considered the extent to which non-compliance might have a material effect on the financial statements. We also considered those laws and regulations that have a direct impact on the preparation of the financial statements such as the Companies Act 2006.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

We evaluated management’s incentives and opportunities for fraudulent manipulation of the financial statements (including the risk of override of controls) and determined that the principal risks were related to revenue recognition, in particular the risks that revenue is recorded in the wrong accounting period or that improper journals are posted to revenue, and management override of controls. Audit procedures performed by the engagement team included:

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission, or misrepresentation.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org. uk/auditorsresponsibilities. This description forms part of our auditor’s report.

STATEMENT OF FINANCIAL ACTIVITIES

Including the income and expenditure accounts for the year ended 31st March 2025. The notes on pages 98 to 116 form part of these financial statements.

INCOME Notes Restricted
Funds
£’000		 Unrestricted
Funds
£’000		 2025
Total funds
£’000		 2024
Total Funds
£’000
Donations and Legacies 2 1,540 444 1,984 2,026
Charitable Activities 3
Substance Misuse - 24,103 24,103 21,345
Family Services Family Services Family Services - 401 401 268
Young People Services Young People Services Young People Services - 128 128 78
Recovery & Resettlement Services Recovery & Resettlement Services Recovery & Resettlement Services - 1,234 1,234 855
Residential Rehabilitation Services Residential Rehabilitation Services Residential Rehabilitation Services - 2,904 2,904 2,694
Clinical Services Clinical Services Clinical Services
 - 1,873 1,873 1,073
Employability Services Employability Services Employability Services - 3,955 3,955 4,776
Criminal Justice Services - 7,555 7,555 6,147
Education Services Education Services - - - - - 311
Investment Income - 78 78 94
Income from Other Trading Activities - 218 218 245
Total Income 1,540 42,893 44,433 39,912
EXPENDITURE
Costs of Raising Funds 4 - 89 89 71
Expenditure on Charitable Activities 4
Substance Misuse 214 25,903 26,117 22,620
Family Services Family Services 181 252 433 282
Young People Services Young People Services 40 99 139 82
Recovery & Resettlement Services Recovery & Resettlement Services 594 743 1,337 906
Residential Rehabilitation Services Residential Rehabilitation Services 495 2,650 3,145 2,854
Clinical Services Clinical Services Clinical Services - 2,028 2,028 1,137
Employability Services Employability Services Employability Services 16 4,271 4,287 5,060
Criminal Justice Services - 8,186 8,186 6,515
Education Services Education Services - - - 329
Total Expenditure 1,540 44,221 45,761 39,856
Net Income/Expenditure - (1,328) (1,328) 56
Other Recognised Gains and Losses
Actuarial (losses) gains on
Def Ben Pension
Scheme		 21 - (49) (49) (4)
Net Movement of Funds - (1,377) (1,377) 52
Reconciliation of funds
Total Funds Brought Forward - 7,046 7,046 6,994
Total Funds Carried Forward - 5,669 5,669 7,046

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

BALANCE SHEET

Company Number 02560474

STATEMENT OF CASH FLOWS

The notes on pages 98 to 116 form part of these financial statements.

As at 31st March 2025

The notes on pages 98 to 116 form part of these financial statements.

2025
2024
£’000
£’000
£’000
£’000
=—Sts		 2025
2024
£’000
£’000
£’000
£’000
=—Sts		 2025
2024
£’000
£’000
£’000
£’000
=—Sts		 2025
2024
£’000
£’000
£’000
£’000
=—Sts		 2025
2024
£’000
£’000
£’000
£’000
=—Sts		 2025
2024
£’000
£’000
£’000
£’000
=—Sts		 2025
2024
£’000
£’000
£’000
£’000
=—Sts
Cash Flows from Operating Activities
Cash Flows from Investing Activities		 (1,510) 1,504
Dividends, Interest and Rents from Investments 78 78 94 94
Purchase of Property, Plant, and Equipment (677) (769)
Net Cash Provided By (Used In) Investing Activities (599) (675)
Increase (Decrease) in Cash and Cash Equivalents (2,109) 829
Analysis of Cash and Cash Equivalents
Cash and Cash Equivalent at the Beginning of the Period 3,158 2,329
Cash and Cash Equivalent at the End of the Period 1,049 3,158
ASSETS
2025
2024
Notes
£’000
£’000
Ps		 ASSETS
2025
2024
Notes
£’000
£’000
Ps		 ASSETS
2025
2024
Notes
£’000
£’000
Ps		 ASSETS
2025
2024
Notes
£’000
£’000
Ps		 ASSETS
2025
2024
Notes
£’000
£’000
Ps
FIXED ASSETS
Tangible Assets 9 5,000 4,635
Intangible Assets 10 94 47
Investments 11 2 2
CURRENT ASSETS
Stock 12 2 2
Debtors and Prepayments 13 4,213 3,636
Cash at Bank and In Hand 1,049 3,158
5,264 6,796
CREDITORS
Amounts Falling Due Within One Year 14-15 (4,691) (4,434)
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES		 573
5,669
~~—~~		 2,362
7,046
~~—~~		 ~~—~~—
~~—~~ ~~—~~ ~~—~~—
FUNDS
Unrestricted Funds
General Reserves 16-18 5,169 6,546
Designated Funds 16-18 500 500
5,669 7,046
Restricted Funds - -
TOTAL 5,669 7,046

2025 2024 £’000 £’000 — ~~——~~ Reconciliation of Net Movement in Funds to Cash Flow Operating Activities Net Income/(Expenditure) for the Reporting Period (as per the statement of financial activities) (1,328) 56 Pension Service Cost Net of Finance cost (49) 4 Depreciation and Amortisation Charges 265 237 Dividends, Interest, and Rents from Investments (78) (94) Decrease (Increase) in Debtors (577) 517 (Decrease) Increase in Creditors 257 790 Movement in stock - 2 Net Cash Provided By (Used) in Operating Activities (1,510) 1,504

The financial statements were approved and authorised for issue by the Board of Trustees on 27th January 2026 and signed on their behalf, by:

Jamie Drummond-Smith

Treasurer

Tony Adams MBE Chairman

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

NOTES TO THE FINANCIAL STATEMENTS

1. Accounting Policies

Status of the Charity

The Forward Trust is a charity registered in England, a Limited Company by guarantee without share capital, using the ‘Limited’ exemption, and limited by guarantee with no share capital. It is a registered charity with its registered office at Unit 106, Edinburgh House, 170 Kennington Lane, London SE11 5DP, and is exempt from direct UK taxation on its charitable activities.

Accounting Policies

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

Basis of Preparation

The financial statements of The Forward Trust have been prepared in accordance with the Charities SORP (frs102), which is the Statement of Recommended Practice for charities preparing their accounts under the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)- Second Edition, effective from 1 January 2019 - as well as the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The Forward Trust meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

The Trustees have reviewed the circumstances of the Charity and consider that adequate resources continue to be available to fund their activities for the foreseeable future. In making this determination, they have considered eighteen-month forecast cash flows, current contract portfolios, pipelines, reasonable fundraising expectations, as well as known major projects. The Trustees also consider that there are sufficient reserves held at the year-end to manage any foreseeable downturn in the UK economy, the impact of continued high inflation, and the worldwide cost of living crisis. Accordingly, the financial statements have been prepared on a going concern basis, and the trustees are satisfied that there are no material uncertainties that would affect their assessment.

Income

Income is recognised when the Charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received, and the amount can be measured reliably.

Recognition of income is deferred where conditions specify that such income relates to future accounting periods. Where donors specify that funds are for specific purposes, such income is included in incoming resources of restricted funds.

Grant Income

Income from Government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received, and the amount can be measured reliably and is not deferred.

Investment Income

Investment income is recognised on a receivable basis once the amounts can be measured reliably.

Donations & Legacies

Income from donations and legacies includes donations and gifts in wills, which are recognised where there is entitlement, probability of receipt and the amount of the gift is measurable. Income from donations, covenants, and gift aid includes receipts from fundraising events.

Donations, together with the resulting tax credit from gift aid, are credited directly to the statement of financial activities on an accruals basis. Donations and all other receipts (including capital receipts) from fundraising are reported gross, and the related fundraising costs are reported separately in the section on raising funds.

Fund Accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes.

Expenditure

Direct costs are allocated on an actual basis to the relevant expenditure headings.

Irrecoverable VAT is charged against the category of resources expended for which it was incurred.

Employee Benefits

Short Term

Short-term benefits, including holiday pay, are recognised as an expense in the period in which the service is received.

Employee Termination Benefits

Termination benefits are accounted for on an accrual basis, in accordance with FRS 102.

Operating Leases

Rentals payable under operating leases are charged to the SOFA on a straight-line basis over the lease term.

The Forward Trust strives to ensure that its property leases are co-terminus with its contracts. Where a property lease is longer than the initial contract, we strive to ensure that break clauses are in place.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Pension Costs

The Charity operates five defined benefit pension schemes on behalf of its employees. The Pension Scheme has been accounted for in accordance with FRS 102.

A defined benefit plan defines the pension benefit that the employee will receive upon retirement, usually dependent on several factors, including age, length of service, and remuneration. A defined benefit plan is a pension plan that is not a defined contribution plan. The liability recognised in the balance sheet in respect of the defined benefit plan is the present value of the defined benefit obligation at the reporting date less the fair value of the plan’s assets at the reporting date.

The defined benefit obligation is calculated using the projected unit credit method. Annually, the Group engages independent actuaries to calculate the obligation. The present value is determined by discounting the estimated future payments using market yields on high-quality corporate bonds denominated in sterling and with terms approximating the estimated period of the future payments.

Tangible Fixed Assets

Tangible fixed assets costing over £1,000 are capitalised and included at cost, including any incidental expenses of acquisition. Depreciation has been provided on the straight-line method to write off the cost of tangible fixed assets on a straight-line basis over their considered useful economic lives as follows:

follows:
Furniture, fixtures, and fittings over 3 years
Computer equipment over 3 years
Motor vehicles & equipment over 3 years

A whole year of depreciation is charged in the year of acquisition.

Financial Instruments

Basic financial instruments are initially recognised at transaction value and subsequently measured at amortised cost, except for investments, which are held at fair value. Financial assets held at amortised cost comprise cash at the bank and in hand, as well as trade and other debtors.

A specific provision is made for debts for which recoverability is in doubt. Cash equivalents are used as a form of working capital. Financial liabilities held at amortised cost comprise all creditors except social security, other taxes, and provisions.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts owing.

Cash and Cash Equivalents

Cash and cash equivalents include cash and short-term highly liquid investments.

Creditors and Provisions

Creditors and provisions are recognised where the Charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party, and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts owing.

Share Capital

The Charity has no share capital but is limited by guarantee. The members of the Charity are the Trustees, who are also ordinary members. In the event of the Charity being wound up, the liability under the guarantee is limited to £1 per member of the Charity.

Taxation

The Charity is registered and therefore is not subject to Corporation Tax on surpluses arising from charitable activities. The Charity is registered for VAT purposes. VAT is paid on inputs (purchases/costs) and is charged to the relevant expense category, unless expressly reclaimable under HMRC guidance.

Judgement in Applying Accounting Policies and Key Resources of Estimation Uncertainty

Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Although these estimates are based on Management’s best knowledge of the amount, events or actions, actual results may ultimately differ from those estimates.

The Trustees consider the following items to be areas subject to estimation and judgement.

Depreciation: The usual economic lives of tangible fixed assets are based on management’s judgement and experience. When Management identifies that actual useful lives differ materially from the estimates used to calculate depreciation, that charge is adjusted retrospectively.

As tangible fixed assets, excluding freehold property, are not significant, variances between actual and estimated useful economic lives will not have a material impact on the operating results. Historically, no changes have been required.

Pensions: The Charity has obligations to pay pension benefits to certain employees.

The cost of these benefits and the present value of the obligation depend on several factors, including life expectancy, salary increases, asset valuations, and the discount rate on corporate bonds.

No adjustment has been made to the accounts to recognise the surplus within the sub-scheme. This is consistent with the treatment of the surplus in last year’s disclosures.

Management estimates these factors in determining the net pension obligation in the balance sheet. The assumptions reflect historical experience and current trends.

2. Income from Donations and Grants

Individual Donations 2025
£’000
284		 2024
£’000
160
Other Income 1,540 1,646
Events Income 160 220
1,984 2,026

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

3. Income from Charitable Activities

Substance Misuse 2025
£’000
24,103		 2024
£’000
21,346
Family Services 401 268
Young People Services (FEF) 128 78
Recovery Support Services 1,234 855
Residential Rehabilitation 2,904 2,964
Clinical Services 1,873 1,073
Employability Services 3,955 4,776
Probation Services 7,555 6,147
Education Services - 311
42,153 37,548

!

5. Analysis of Support Costs

Substance Misuse Executive
& Central
Admin
£’000
1,241		 Resources
£’000
1,229		 Governance
£’000
262		 2025
Total
£’000
2,732
Family Services 21 19 4 44
Young People Services 7 7 1 15
Recovery Support Services 64 63 13 140
Residential Rehabilitation Services 149 147 32 328
Clinical Services 96 95 20 211
Employability Services 204 202 43 449
Probation Services 389 385 82 856
Education Services - - - -
2,171 2,147 457 4,775

4. Analysis of Expenditure

!

Direct
Costs
Staff
£’000		 Other
Direct
Costs
£’000		 Support
Costs
£’000		 Total
Costs
2025
£’000
Substance Misuse 14,770 8,615 2,732 26,117
Family Services 246 143 44 433
Young People Services 78 46 15 139
Recovery Resettlement Services 756 441 140 1,337
Residential Rehabilitation Services 1,779 1,038 328 3,145
Clinical Services 1,148 669 211 2,028
Employability Services 2,424 1,414 449 4,287
Probation Services 4,630 2,700 856 8,186
Education Services - - - -
Cost of Raising Funds 62 27 - 89
25,893 15,093 4,775 45,761
Substance Misuse Staff
Direct
Costs
£’000
12,379		 Direct
Other
Costs
£’000
7,779		 Costs
Support
£’000
2,462		 Costs
Total
2024
£’000
22,620
Family Services 155 98 29 282
Young People Services 45 28 9 82
Recovery Resettlement Services 496 312 98 906
Residential Rehabilitation Services 1,562 982 310 2,854
Clinical Services 622 391 124 1,137
Employability Services 2,770 1,740 550 5,060
Probation Services 3,566 2,240 709 6,515
Education Services 180 113 36 329
Cost of Raising Funds 44 27 - 71
21,819 13,710 4,327 39,856
Substance Misuse Executive
& Central
Admin
£’000
1,061		 Resources
£’000
1,149		 Governance
£’000
252		 2024
Total
£’000
2,462
Family Services 13 13 3 29
Young People Services 4 4 1 9
Recovery Support Services 42 46 10 98
Residential Rehabilitation Services 134 144 32 310
Clinical Services 53 58 13 124
Employability Services 237 257 56 550
Probation Services 305 331 73 709
Education Services 15 17 4 36
1,864 2,019 444 4,327

6. Governance Costs

Staff Costs 2025
£’000
293		 2024
£’000
293
282
Legal and Professional Fees 128 128
128
Audit Fees and Other Fees Payable to Auditor 36 36
34
457 457
444

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

7. Net Income for the Year

These are stated after charging:

The redundancy and termination costs are accounted for in full during the year, and there are no liabilities at the balance sheet date that relate to ex gratia payments or payments in lieu of notice.

The number of employees whose annualised earnings were over £60,000 per annum:

Depreciation & Amortisation 2025
£’000
265		 2024
£’000
237
Auditors Remuneration (excludes VAT) 36 36
Operating Lease Charges
Property 970 807
Other 55 82

8. Staff Numbers and Costs

The average number of employees during the year, excluding trustees/directors was:

Charitable 2025
719		 2024
637
Administration 98 80
817 717

Staff Costs Were as Follows:

2025
£’000		 2024
£’000
Salaries and Wages 24,685 21,095
Social Security Costs 2,447 2,049
Pension Contributions 1,274 1,102
Apprenticeship Levy 109 91
Operating Costs of the Defined Benefit Pension Scheme 49 (4)
Redundancy and Termination Costs 125 64
Other Forms of Employee Benefit (Life, Critical Illness Insurance and Health Plan) 292 227
28,981 24,624
2025 2024
£60,000 - £69,999 6 10
£70,000 - £79,999 5 5
£80,000 - £89,999 5 3
£90,000 - £99,999 1 1
£100,000 - £109,999 1 3
£110,000 - £119,999 - -
£120,000 - £129,999 1 -
£130,000 - £139,999 1 -
£140,000 - £149,999 (NB. The employee in the high band is a specialist Doctor) 1 1
£150,000 - £159,999 1 1
22 24

Regarding the higher-paid employees above, contributions for the provision of pension benefits totalled £207k (2024: £181k). The total remuneration of the key management personnel of the group, including benefits, was £907k (2024 £797k).

The Key Management personnel of the organisation at 31st March 2025 are the Chief Executive Officer, Chief Operating Officer, Executive Director of Substance Misuse Services, Executive Director of Employment Services, Executive Director of Criminal Justice Services, Executive Director of Research & Development, Executive Director of Recovery Services and Executive Director of Fundraising and Communications.

During the year, no Trustee received any remuneration (2024: £Nil), any benefits in kind (2024: £Nil), or any reimbursement of expenses or amounts that were paid directly to third parties (2024: £Nil).

9. Tangible Assets

Cost or Valuation Freehold
Property
£’000		 Leasehold
Property
£’000		 IT
£’000		 Plant &
Machinery
£’000		 Motor
Vehicles
£’000		 Fixtures &
Fittings
£’000		 Total
£’000
At 1
stApril 2024
Additions 3,849 225 555 296 16 279 5,220
Disposals 138 117 203 33 - 117 608
At 31
stMarch 2025		 3,987 342 758 329 16 396 5,828
Depreciation
At April 1
st2024		 - 33 249 253 7 44 586
Charge For Year - 45 94 44 3 56 242
At March 31
st2025		 - 78 343 297 10 100 828
Net Book Value
At 31
stMarch 2024		 3,849 192 307 42 10 234 4,635
At 31
stMarch 2025		 3,987 264 415 2 6 296 5,000

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

10. Intangible Assets

13. Debtors: Due Within One Year

!

Cost or Valuation Computer
Software
£’000		 Investment in
Subsidiary
£’000		 Total
£’000
At 1
stApril 2024		 38 75 113
Additions 69 - 69
Disposals - - -
At 31
st March 2025		 107 75 182
Amortisation
At April 1
st2024		 37 29 66
Charge For Year 7 15 22
Elimination on Disposal - - -
At March 31
st 2025		 44 44 88
Net Book Value
At 1
stApril 2024		 1 46 47
At 31
st March 2025		 63 31 94

11. Fixed Asset Investments

2025
£’000		 2024
£’000
Trade Debtors 2,705 2,218
Other Debtors 126 111
Prepayment and Accrued Income 1,382 1,307
4,213 3,636

14. Creditors: Amounts Falling Due Within One Year

!
Trade Creditors		 2025
£’000
1,454		 2024
£’000
1,442
Other Taxes and Social Security 1,722 839
Accruals 455 966
Other Creditors 585 590
Deferred Income 475 597
4,691 4,434
!

15. Deferred Income Within One Year

!

Cost or Valuation Assets
£’000
At 1
stApril 2024		 2
Additions Additions
-
At 31
st March 2025		 2
At 31
st March 2024		 2
At 31
st March 2025		 2

12. Stock

2025
£’000		 2024
£’000
Finished Goods and Goods for Resale 2 2
2025
£’000		 2024
£’000
At 31 At 31
stMarch 2024		 March 2024 597 1,197
Released to Incoming Resources (323) (1,038)
Income Deferred to a Future Year 201 438
At 31 At 31
stMarch 2025		 March 2025 475 597

16. Statement of Funds

Designated Funds 1st April
2024
£’000		 Income
£’000		 Expenditure
£’000		 Transfers
Gains/Losses
£’000		 31st March
2025
£’000
Property Maintenance Fund 500 - - - 500
500 - - - 500
General Funds 6,546 42,893 (44,221) (49) 5,169
Total Unrestricted Funds 7,046 42,893 (44,221) (49) 5,669

!

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Designated Funds 1st April
2023
£’000		 Income
£’000		 Expenditure
£’000		 Transfers
Gains/Losses
£’000		 31st March
2024
£’000
Property Maintenance Fund 500 - - - 500
500 - - - 500
General Funds 6,494 38,266 (38,210) (4) 6,546
Total Unrestricted Funds 6,994 38,266 (38,210) (4) 7,046

The Designated Fund represents funds set aside to cover refurbishment costs of the freehold properties at Clouds House and Manor House, the Bridges Project in Hull, and Head Office in London.

Summary of Restricted Funds 2024-25

Restricted Funds
FY 2024/25		 1st April
2024
£’000		 Income
£’000		 Expenditure
£’000		 31st March
2025
£’000
Andrew and Belinda Scott Charitable Trust - 13 (13) -
Arts Council England - 5 (5) -
Belpech Charitable Trust - 5 (5) -
BNY Mellon - 1 (1) -
Brent Council - 14 (14) -
Bupa Foundation - 2 (2) -
City Bridge Foundation - 49 (49) -
Community Foundation for Surrey - 7 (7) -
DMG Roper Charitable Trust - - - -
DSA Prospect - - - -
Duchy of Lancaster Benevolent Fund - 3 (3) -
Elizabeth Rathbone Trust - 3 (3) -
Other restricted funding - 5 (5) -
Garfield Weston Foundation - 75 (75) -
Hull & East Riding Charitable Trust - 5 (5) -
Inchcape Foundation - 2 (2) -
J Leon - 20 (20) -
John Armitage Charitable Trust - 75 (75) -
Joseph Boaz Charity - - - -
LandAid Charitable Trust - 15 (15) -
Other restricted funding - - - -
Mobbs Memorial Trust - 5 (5) -
Oasis Church Hull - - - -
Peter Storrs Trust - 3 (3) -
Pilkington Charities Fund - 4 (4) -
Price Parry Charitable Trust - 3 (3) -
Shanly Foundation - 4 (4) -
Steve Morgan Foundation - 5 (5) -
The Adrian Swire Charitable Trust - 5 (5) -
The Belstead Ganzoni Charitable Settlement - 3 (3) -
The Calmcott Trust - 1 (1) -
The Charles & Elsie Sykes Trust - 2 (2) -
The Christopher and Henry Oldfield Trust - 25 (25) -
The Gilbert Edgar Trust - 1 (1) -
The Gosling Foundation - 10 (10) -
The Hemby Charitable Trust - 2 (2) -
The Henry and Dora Needler Memorial Trust - 2 (2) -
The Johnson Foundation - 5 (5) -
The Joseph and Annie Cattle Trust - 8 (8) -
The Julia Rausing Trust - 942 (942) -
The Keith Howard Foundation - 10 (10) -
The Leigh Trust - 5 (5) -
The Matrix Causes Fund - 1 (1) -
The Medlock Charitable Trust - 10 (10) -
The National Lottery Community Fund - 76 (76) -
The Oakdale Trust - 2 (2) -
The Patrick and Helena Frost Foundation - 8 (8) -
The Prudence Trust - 32 (32) -
The Sir James Reckitt Charity - 10 (10) -
The Sydney Black Charitable Trust - 1 (1) -
The Sylvia and Colin Shepherd Charitable Trust - 12 (12) -
The Taylor Family Foundation - 14 (14) -
The Troutsdale Charitable Trust - 1 (1) -
Other restricted funding - 29 (29) -
Total - 1,540 (1,540) -

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

Summary of Restricted Funds 2023-24

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|||||||| |---|---|---|---|---|---|---| |FY 2023/24|1|[st]|April|31|[st]|March| |2023|Income|Expenditure|2024| |£’000|£’000|£’000|£’000| |Restricted Funds| |1772 - The Debtor’s Relief Funds Charity|-|2|(2)|-| |Colyer-Fergusson Charitable Trust|-|5|(5)|-| |Duchy of Lancaster Benevolent Fund|-|7|(7)|-| |Garfield Weston Foundation|-|100|(100)|-| |Geoffrey F Armitage Family Charitable Trust|-|-|0|-| |Henry Oldfield Trust|-|25|(25)|-| |Hustmere School|-|1|(1)|-| |Ian Mactaggart Trust|-|7|(7)|-| |J Leon|-|20|(20)|-| |Annon Donor|-|15|(15)|-| |John Armitage Charitable Trust|-|105|(105)|-| |Maxtrix Causes Fund|-|1|(1)|-| |Other restricted funding|-|19|(19)|-| |Porticus UK|-|100|(100)|-| |Annon Donor|-|64|(64)|-| |Second Junior Charitable Trust|-|5|(5)|-| |Thames Valley Police|-|5|(5)|-| |The 29th May 1961 Charitable Trust|-|1|(1)|-| |The Andrew and Belinda Scott Charitable Trust|-|10|(10)|-| |The Annie Tranmer Charitable Trust|-|2|(2)|-| |The Belstead Ganzoni Charitable Settlement|-|2|(2)|-| |The City Bridge Foundation|-|13|(13)|-| |The Gilbert Edgar Trust|-|1|(1)|-| |The Henry and Dora Needler Memorial Trust|-|-|0|-| |The Inchcape Foundation|-|2|(2)|-| |The Joseph and Annie Cattle Trust|-|10|(10)|-| |The Julia and Hans Rausing Trust|-|820|(820)|-| |The Mackie Foundation|-|15|(15)|-| |The National Lottery Community Fund|-|151|(151)|-| |The Patrick & Helena Frost Foundation|-|12|(12)|-| |The Pilkington Charities’ Fund|-|4|(4)|-| |The Samuel Storey Family Charitable Trust|-|1|(1)|-| |The Sir James Reckitt Charity|-|10|(10)|-| |The Souter Charitable Trust|-|3|(3)|-| |The Sylvia and Colin Shepherd Charitable Trust|-|12|(12)|-| |The Taylor Family Foundation|-|6|(6)|-| |Yorkshire Charity Clay Days|-|90|(90)|-| |Overall Total|-|1,646|(1,646)|-|

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The purpose of restricted funds are:

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|||| |---|---|---| |Andrew and Belinda Scott Charitable Trust|Clouds House bursaries| |-| |Arts Council England|Arts Therapy|HMP Aylesbury| |Belpech Charitable Trust|The Bridges| |BNY Mellon|The Brink| |Brent Council|Enterprise| |Bupa Foundation|Gardening supplies - Southend| |City Bridge Foundation|Vision Housing| |City Bridge Foundation|Enterprise| |Community Foundation for Surrey|Trainee Health & Wellbeing Practitioners at HMP Highdown| |DMG Roper Charitable Trust|The Bridges| |DSA Prospect|Taking Action on Addiction| |Duchy of Lancaster Benevolent Fund|The Brink: maintenance/refurb costs| |Elizabeth Rathbone Trust|The Brink| |Other restricted funding|Clouds House bursaries| |Garfeld Weston Foundation|Family Services| |Hull & East Riding Charitable Trust|The Bridges| |Inchcape Foundation|Clouds House bursaries| |J Leon|Forward Connect| |John Armitage Charitable Trust|Surrey Prisons: female offenders| |Joseph Boaz Charity|The Bridges| |LandAid Charitable Trust|Vision Housing| |Other restricted funding|The Bridges| |Mobbs Memorial Trust|Blue Sky: Tools| |Oasis Church Hull|Renew| |Peter Storrs Trust|Clouds House bursaries| |Pilkington Charities Fund|The Brink| |Price Parry Charitable Trust|The Brink| |Shanly Foundation|Trainee Health & Wellbeing Practitioners at HMP Highdown| |Steve Morgan Foundation|The Brink| |The Adrian Swire Charitable Trust|Blue Sky: Tools| |The Belstead Ganzoni Charitable Settlement|Recovery Support| |The Calmcott Trust|The Bridges| |The Charles & Elsie Sykes Trust|The Bridges| |The Christopher and Henry Oldfeld Trust|Vision Housing| |The Gilbert Edgar Trust|Clouds House bursaries| |The Gosling Foundation|Recovering Families| |The Hemby Charitable Trust|The Brink: maintenance| |The Henry and Dora Needler Memorial Trust|The Bridges| |The Johnson Foundation|The Brink: maintenance/refurb costs| |The Joseph and Annie Cattle Trust|The Bridges| |The Julia Rausing Trust|Digital Innovation| |The Julia Rausing Trust|Family Services| |The Julia Rausing Trust|Recovery Support| |The Julia Rausing Trust|Suicide Prevention| |The Julia Rausing Trust|Clouds House bursaries| |The Keith Howard Foundation|The Bridges| |The Leigh Trust|Trainee Health & Wellbeing Practitioners at HMP Highdown| |The Matrix Causes Fund|Worth project| |The Medlock Charitable Trust|Clouds House bursaries| |The National Lottery Community Fund|Forward Connect| |The Oakdale Trust|Substance misuse support in Welsh Prisons| |The Patrick and Helena Frost Foundation|Clouds House bursaries| |The Peter Storrs Trust|Clouds House bursaries| |The Prudence Trust|HMP Brixton| |The Sir James Reckitt Charity|The Bridges| |The Sydney Black Charitable Trust|The Bridges| |The Sylvia and Colin Shepherd Charitable Trust|The Bridges| |The Taylor Family Foundation|Family Services: MPACT Surrey| |The Taylor Family Foundation|General Family Support work| |The Troutsdale Charitable Trust|The Bridges|

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THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

17. Summary of Funds

1st April
2024
£’000		 Income
£’000		 Expenditure
£’000		 31st March
2025
£’000
Transfers
Gains/Losses
£’000		 31st March
2025
£’000
Transfers
Gains/Losses
£’000
Designated Funds 500 - - - 500
General Funds 6,546 42,893 (44,221) (49) 5,169
Restricted Funds - 1,540 (1,540) - -
7,046 44,433 (45,761) (49) 5,669

18. Analysis of Net Assets Between Funds

At 31st March 2025 Restricted
Funds
£’000		 Total
Funds
£’000
Unrestricted
Funds
£’000		 Total
Funds
£’000
Unrestricted
Funds
£’000
Fixed Assets - 5,096 5,096
Current Assets - 5,264 5,264
Current Liabilities - (4,691) (4,691
- 5,669 5,669
At 31st March 2024 Restricted
Funds
£’000		 Total
Funds
£’000
Unrestricted
Funds
£’000		 Total
Funds
£’000
Unrestricted
Funds
£’000
Fixed Assets - 4,684 4,684
Current Assets - 6,796 6,796
Current Liabilities - (4,434) (4,434)
- 7,046 7,046

19. Operating Lease Commitments

At 31st March 2025, the Charity’s future minimum operating lease payments are as follows:

BUILDINGS
Leases That Expire:
Within One Year		 2025
£’000
696		 2024
£’000
522
Two to Five Years 425 428
Over Five Years 38 54
1,159 1,004

20. Related Party Transactions

There were no related party transactions in either the current or prior year. Donations from Trustees in aggregate were £2.5K (2024: £3.7k).

21. Pensions

The Charity contributes to both defined contribution and defined benefit pension schemes for its staff. All defined benefit schemes are closed to new members, and the number of active members can only increase due to transfers from other organisations (TUPE). The Charity contributes to several schemes: the Group Personal Pension Plan managed by Aviva, the NHS Pension Scheme managed by NHS Pensions, the Shropshire County Pension Fund managed by Shropshire Council, the Civil Service Pension managed by The Cabinet Office, and the Prudential Platinum Pension Scheme. The Group Personal Pension Plan managed by Aviva is a defined contribution scheme. The NHS Pension Fund is a closed defined benefit scheme specific to employees who were transferred under TUPE and were members of an NHS Pension Scheme at the time of transfer. The Shropshire County Pension is a closed defined benefit scheme applicable to employees TUPEd who were members of Shropshire Pension Scheme at the transfer time. The Civil Service Pension Scheme is a closed defined benefit scheme applicable to employees who were members of the Civil Service Pension Scheme at the transfer time.

The Charity participates in ‘Prudential Platinum Pension – The Forward Trust,’ a funded defined benefit statutory pension scheme in the UK that is contracted out of the State Second Pension. This scheme was established to ensure that we offer a comparable scheme for staff who are transferred under TUPE with final salary pension rights. The assets of all pension schemes are held separately from those of the Charity. Pension costs charged in the Statement of Financial Activities include all contributions payable by the Charity for the year, along with any material provision recorded to reflect the Charity’s liability for a defined benefit pension scheme, where this can be identified, in accordance with the accounting standard incorporated in FRS102.

Pensions: Prudential Platinum Pension – The Forward Trust

The Prudential Platinum Pension is a centralised scheme available to employers throughout the United Kingdom. Each participating employer (or group company arrangement) has its own ring-fenced section, and accordingly, there is no cross-subsidy between employers, other than in a group company arrangement. The Scheme provides retirement and death-in-service benefits for Members and their Dependants. It is a defined benefit scheme, which means that the benefits under it are calculated on a pre-determined basis specified in the Scheme’s rules. The Scheme, which is legally and financially separate from the employers, is constituted by a Trust Deed and is administered in accordance with the regulations by the Trustees. The Forward Trust is legally bound by a Deed of Adherence to the Scheme and became a participating employer with effect from 18 May 2012. This note reflects the position appropriate to The Forward Trust for the purposes of the UK pensions accounting standard FRS 102. It does not reflect the position of any other participating employer in the Prudential Platinum Pension Scheme. The costs and balance sheet items related to the Charity’s other pension arrangements are included elsewhere in the Charity’s disclosures.

During the year, the Charity incurred rental costs in respect of assets under operating leases of £970k (2024: £807k). These costs relate only to property leases.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

!

!

The Prudential Platinum Pension scheme is established on a tax-relieved basis as a separate trust, independent of the Charity, and is supervised by an independent Trustee. The Trustee is responsible for ensuring that the correct benefits are paid, that the Scheme is adequately funded, and that Scheme assets are invested appropriately. This scheme provides pensions and lump sums to members upon retirement and to their dependents upon death. Members who leave service before retirement are entitled to a deferred annuity. Active members of the Scheme pay contributions at a rate based on their pensionable pay, and the Charity pays the balance of the cost as determined by regular actuarial valuations. The independent trustee is required to use prudent assumptions to value the liabilities and expenses of the scheme, whereas the accounting assumptions must be the best estimates.

The liabilities for this year’s accounting disclosures have been calculated by rolling forward the 31 December 2015 liabilities from that valuation date to 31 March 2025, allowing for member movements and cash flows, and using the assumptions set out below. The figures in the following disclosure were measured using the Projected Unit Method.

The amounts recognised in the statement of financial position are as follows:

Defined Benefit Obligation 2025
£’000
(294)		 2024
£’000
(347)
Fair Value of Plain Assets 431 506
Net Defined Benefit Liability/Asset 137 159
Restriction On Asset Recognised - -
Net Amount Recognised Year End (Before Any Adjustment For Deferred Tax) 137 159

The amounts recognised as comprehensive income are:

SERVICE COST 2025
£’000		 2024
£’000
Current Service Cost (Net of Employee’s Contributions) 5 5
Administration Expenses 52 -
Loss (Gain) on Plan Introductions, Changes, Curtailments and Settlements - -
Net Interest Expense (Credit) (8) (9)
Change (Credit) Recognised in Profit and Loss 49 (4)

The Principal Actuarial Assumptions Used Were:

2025
%		 2024
%
Liability discount rate 5.80 4.90
Inflation assumption – RPI 2.90 3.05
Inflation assumption – CPI 1.90 2.05
Inflation assumption – CPI (after 2030) 2.70 2.85
Revaluation of Deferred Pensions
Revaluation of deferred pensions (after 2030) 1.90 2.05
Revaluation of deferred pensions (after 2030) 2.70 2.85
Increases For Pensions in Payment:
CPI (prior to 2020) pension increase 1.90 2.05
CPI (after 2030) pension increase 2.70 2.85
Expected age at death of current pensioner at age 65:
Male aged 65 at year end 85.3 85.8
Female aged 65 at year end 88.4 88.7
Male aged 45 at year end 87.1 87.1
Female aged 45 at year end 89.8 90.2
Reconciliation of Scheme Assets and Liabilities
At Start of Period		 Assets
£’000
506		 Liabilities
£’000
(347)		 Total
£’000
159
Benefits Paid (7) 7 -
Administration Expenses (52) - (52)
Current Service Cost - (5) (5)
Contributions from the Employer 61 - 61
Contributions from the Employees 1 (1) -
Interest Income (Expenses) 25 (17) 8
Return on Assets (Excluding Amount Included) (103) - (103)
Actuarial Gains (Losses) - 69 69
At End of Period 431 (294) 137

!

2025
£’000		 2024
£’000
Re-measurements of the Net Liability
Return on Scheme Assets (Excluding amounts Included in Net Interest Expense) 103 35
Actuarial Gains (Losses) (69) (3)
Adjustment for restrictions on the asset recognised - -
Credit Recorded on Other Comprehensive Income 34 32
Total Defined Benefit Cost 83 28

!

The Return on Plan Assets Was:

2025
£’000		 2024
£’000
Interest Income 25 25
Return on Plan Assets (excluding amounts included in net interest expense) (103) (35)
Total Return on Plan Assets (78) (10)

The Scheme has no investments in the Charity’s property.

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025

The Major Categories of Scheme Assets are as Follows:

!

2025
£’000		 2024
£’000
Corporates 232 264
Index Linked 199 242
Total Market Value of Assets 431 506

Sensitivity of the Liability Value to Changes in the Principal Assumptions:

!

2025
£’000		 2024
£’000
Discount Rate - increase by 0.1% (5) (6)
Discount Rate - decrease by 0.1% 5 7
Rate of inflation - increase by 0.1% 5 6
Rate of inflation -decrease by 0.1% (4) (6)
Assumed life Expectancy at age 65 - increase by 1 year 9 11
Assumed life Expectancy at age 65 - decrease by 1 year (9) (11)

Estimation of Next Period’s Profit and Loss:

Service Cost - Inc. Current & Past Service Costs, Settlements 5
31/03/2026
£’000
Service Cost - Administrative Cost 54
Net Interest on the Net Defined Benefit Liability (7)
Total Expense 52

22. Post Balance Sheet Events

In April 2024, as part of a ground-breaking and hugely transformational partnership with Mitie Care & Justice and People Plus, Forward was successful in its bid to be a top-table delivery partner in the operation of HMP Millsike, a brand-new Resettlement Prison situated on land opposite the existing HMP Full Sutton. The prison opened in April 2025 on time and on budget. The value of this contract will be around £15 million over ten years.

REFERENCE AND ADMINISTRATIVE DETAILS

The Forward Trust is a charitable company limited by guarantee. Charity Number: 1001701 Company Number: 02560474 Trustees/Directors as at 19th November 2025 Chair Tony Adams MBE Treasurer Jamie Drummond-Smith Dame Benita Refson DBE Isabelle Laurent Joyce Adu Lisa Villiers Rebecca Priestley Amelia Fitzalan-Howard David Meredith Ivor St John McKay Katie Simpson-Lloyd Steven McIntosh Company Secretary John Biggin OBE Patron HRH The Princess of Wales Ambassadors Sir Anthony Hopkins CBE Bryony Gordon Chris Difford The Hon. Emma Soames The Rev. Jonathan Aitken Jonathan Pryce CBE Lily Allen Lola Bute

THE FORWARD TRUST ANNUAL REVIEW, ACCOUNTS AND IMPACT REPORT YEAR ENDING 31ST MARCH 2025 Business Address Unit 106, Edinburgh House Registered Office 170 Kennington Lane London SE11 5DP Key Management Michael Trace Chief Executive Officer Personnel John Biggin OBE Chief Operating Officer Jason Moore Executive Director of Substance Misuse Services Asi Panditharatna MBE Executive Director of Employment Services Emma Stuart Executive Director of Criminal Justice Services Carwyn Gravell Executive Director of Research & Development Julie Muir Executive Director of Recovery Bankers HSBC Unit 106 Edinburgh House, The Peak 170 Kennington Lane, London 333 Vauxhall Bridge SE11 5DP Victoria London SW1V 1EJ Tel: 0203 981 5525 info@forwardtrust.org.uk Auditor HaysMac LLP Chartered Accountants & Registered Auditors 10 Queen Street Place London EC4R 1AG Solicitors Bates Wells 10 Queen Street Place www.forwardtrust.org.uk London EC4R 1BE Registered Charity No. 1001701 Company No. 2560474 |

www.forwardtrust.org.uk