ANNUAL REPORT
April 2020 to March 2021
What a year that was!! A year no one will forget, as much as we would like to. However, it was a year of adaptation, innovation, and absolute inspiration when you look at everything we achieved together. The global pandemic hit just as our new year started and everything stopped for a short while.
Mask wearing and doorstep conversations became the new normal as we adapted and innovated to continue with our core services of support to the older people in our communities.
One of our Trustee’s, Peter, decided to take the opportunity for a garden tidy up.
CHAIR OF TRUSTEES REPORT
I think we can agree that this year has been a huge challenge for everyone. A global pandemic certainly focuses the mind on what is important in life, especially when everything is locked down and unable to meet those closest to us. Sadly it also meant that we lost loved ones, including our Vice Chair Betty Scott and more recently one of our longest serving volunteers Janet Craig. Both ladies will be missed by everyone at Pensioners Link.
Throughout this year our centre has remained closed to visitors and our activity groups as we looked to protect the staff and volunteers. However, we did maintain our core services of Homesafe, TLC (shopping), Books & More, and responded quickly to help those vulnerable isolating residents of the Borough with our food parcels.
Counselling continued to be a service in demand, but had to be telephone based sessions. This is supported by Wigan Council building on our very successful partnership with them. This helps us deliver our excellent service to older residents across the Borough of Wigan and Leigh. Pensioners Link have been providing this service for 33 years.
My thanks must go to the volunteers who continued to work tirelessly for us, despite the challenges of lock down and the infection risk that was ever present. They were supported by our small team of staff members, Sue & Tutik our service co-ordinators, Paul & Kirsty who assist them and all led by our Manager Paul Roughley. The commitment of the whole team continues to be first class and make it such a pleasure to work for Pensioners Link.
Having lost a number of volunteers this year, as many are still not confident to mix with others, we need to recruit more. Why not come along see what we do and enjoy yourselves, working with such a great, motivated team.
Mick Hodlin Chair of Trustees Wigan & Leigh Pensioners Link
Financial Statement 1st April 2020 to 31st March 2021
TOTAL INCOME FOR YEAR
TOTAL EXPENDITURE FOR YEAR surplus to reserves
£184,075 £165,323 £18,752
Thank you to Wigan Council, who were our main grant funders this year. A copy of our full accounts for the year are available upon request.
FPS chartered accountants remain as our Independent Examiner.
BOOKS & MORE
Following the success of the Books & More pilot, Wigan & Leigh Pensioners Link were awarded funding from Wigan Council’s Deal for Communities Investment Fund enabling us to continue and develop the service over 3 years with our
Volunteers delivering library books to isolated and vulnerable people that otherwise cannot access normal library services. These people would not normally see
anyone on a regular basis. The overarching aim being to deliver library books plus offer the opportunity for a chat with the volunteer for up to one hour, they
provide help and support in accessing other services from within the community e.g. accessing Community Book and or using their own devices such as iPad and tablets.
The service was launched in July 2019. We raised awareness by displaying information in both Wigan and Leigh libraries, as well as taking part in the Rotary Club of
Wigan’s Community Day on Standishgate, Wigan. Posters were displayed both to promote the service, and to recruit more volunteers. Information was posted on the Community Book and we shared information by emails circulated via Wigan Council, Health and Social services, Community groups Sheltered Schemes and individuals in the community.
In the first year we received 47 referrals from various routes including self or family members, library staff, The Stroke Association, Community Link Workers and our own Homesafe service. We also welcomed 9 additional
volunteers to our team.
that the influence of Pensioners Link extends farbeyond the Wigan and Leigh Borough boundaries. The photograph goes some way to show the delight of Mamma Sofia at such a simple gesture.
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3 readers received audio equipment from the British Wireless For The Blind Fund working in partnership with Wigan & Leigh Blind Society
-
Reader suffering with anxiety and depression referred to PL counselling service, also due to her loss of confidence referred to Single Access Point re mobility – is now attending Strength and Balance class at Hindley.
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Reader needed a small job doing – gave details of Age UK Handyperson service
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Reader wanted to get out – unable to use public transport – gave Driven info
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Reader now uses laptop and has registered on Facebook
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Reader suffered marriage breakdown – referred to Financial Advisor to discuss options of house sale
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Reader referred by a Community Link Worker. He suffered with dementia. It became apparent that his wife was also isolated and she too took up the service. After the volunteer had left messages, their son got in touch to ask us tell us that his father was in hospital having end of life care. He later got in touch to say that his father had sadly passed away but Mrs W would be pleased to continue with the Books & More and would appreciate a chat.
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Reader was accompanied home from hospital through Pensioners Link’s Homesafe service. On arrival, the volunteer rang in to say that the patient was very distressed and was concerned about leaving her – she refused to go back to hospital. She was recognised as being one of our readers. By speaking to someone she knew on the phone she eventually settled down and we were able to get in touch with her regular volunteer who rang and arranged a visit the next day.
HOMESAFE and Time Limited Contact Scheme
Throughout the year, we have continued working in partnership with Wrightington, Wigan and Leigh NHS Foundation Trust and Wigan Council delivering HOMESAFE which offers support for vulnerable patients to go home and settle safely. The service ensures the patient is accompanied home by a volunteer using appropriate transport and providing a “Welcome Home” bag of essential food items when needed. In delivering the service, the team of volunteers and staff focus on encouraging independence and also promoting community connection.
To continue supporting people over 50 in the community, we also offer a Time Limited Contact Scheme, a team of volunteers provide help with the shopping for 6 times. This service gives people over 50 who have been discharged from hospital or through changing times an opportunity to get back on their feet and organise their daily needs in the future. As a result, our Time Limited Contact Scheme has successfully reduced stress and anxiety.
We are actively signposting to various services and organisations such as Books and More, Time Limited Contact Scheme, Driven, Welfare Rights Team, Single Access Point, Central Duty Team, AWARM, AGE UK Wigan Borough, Community Meal iCare, Greater Manchester Fire Rescue Service, Greater Manchester Transport Service , Leigh and Atherton Food Bank and local groups. This enables patients to stay independent, healthy, confident, and feel safe to live in their own home.
I would like to say a huge thank you for our team of volunteers and staff who give their heart, time and commitment in delivering an excellent service.
These are a few of the feedback comments from our service users
----- Start of picture text -----
A brilliant An excellent
110% Happy Very happy with
service service
the Homesafe
I was very happy that someone was with me going home
I was
grateful
Wonderful
Both of us very for the
service, very
Very good service
happy with the
grateful for the service
service
service they
provided
Very happy with
Over the moon with the service the service and
Peter I am very happy
with the service
and the
I appreciated what you have done, I was surprised with the welcome home
bag was helpful
welcome home bag
----- End of picture text -----
Our service and volunteer spread across the Borough
Our other services and groups
Counselling
We have a team of counsellors offering a free counselling service to anyone over the age of 50 years old. They can be referred by anyone including self referrals and would normally involve six sessions with the counsellor (although this depends upon the clients needs). It is entirely confidential as no records are retained by Pensioners Link, they remain with the individual counsellor .
Whilst we try to keep our waiting list for this service short it can take up to six weeks as the demand is very high.
Digital support group
Meet every Monday 10 am until 12 pm for any type of digital advice, for example, how to get best use out of your tablet device, computer problems, smartphone advice. The sessions are informal and based around individuals needs.
Genealogy
Searching clients family history using our computer suite, allowing clients to build their family tree and discover their past.
Art and Craft group
Led by a qualified art tutor this popular group produce some fantastic and original pieces of Art from all kinds of materials. This group is so popular it is full and operates a waiting list for potential new members.
Art Gang
This group of mostly self taught artists meet once a week to paint, chat and share ideas. They love to try out new techniques and discuss them with each other. They also like to welcome new members into the gang.
Knitting and crocheting
This is a large group of ladies who meet once a week to knit, crochet, weave and sew to produce items for sale. These are sold to raise funds for Pensioners Link.
Coffee and friendship groups
These are run throughout the week here at our centre and in various locations across the borough. They are a great way to meet new people and discuss topics of the day.
Exercise Groups
Two groups on Monday’s and another on Thursday afternoon. These sessions focus on movement and balance in later life.
Money Matters
Advice surgeries from Wigan Council Welfare Rights Team, Wills / Trusts / Power of Attorney from McHale Baker, Long term care planning from David Glen & Mike Starkie.
Working with People Aged 50+ Friends of Pensioners Link
Become a friend and commit £1 per week with a chance to win our monthly prize draw. Alternatively pay for the year at just £45 Prize draw held at the end of each month and winners will be notified by letter and also displayed in our centre.
27 Charles St, Leigh, WN7 1DB. Website: www.pensionerslink.org.uk Telephone: 01942 261753 E-Mail: contact @pensionerslink.org.uk Charity No. 1 003 175 Company Reg. No. 2608731
PATRONS: ANDY BURNHAM METRO MAYOR, LISA NANDY MP, YVONNE FOVARGUE MP.
Wigan and Leigh Pensioners Link Limited Limited by Guarantee 31 March 2021
Legal and Administrative Information
| The Trustees | Mr Michael William Hodlin | Chair |
|---|---|---|
| Mrs Irene Diana Sargeant | Treasurer | |
| Mr David John Thomas | ||
| Mrs Edith Coleman | ||
| Mr Peter Newton | ||
| Mrs Jean Aldred | ||
| Mrs Susan Pauksztello | ||
| Mrs Pauline Dowsett | ||
| Secretary | David Paul Roughley | |
| Registered Charity Number | 1003175 | |
| Company Number | 02608731 | |
| Registered Office / Principle Address | 27 Charles Street | |
| Leigh | ||
| Lancashire | ||
| WN7 1DB | ||
| Independent Examiner | FPS Chartered Certified Accountants | |
| Levine House | ||
| 233 Wigan Road | ||
| Ashton in Makerfield | ||
| Wigan | ||
| WN4 9SL | ||
| Bankers | Yorkshire Bank | |
| 10 King Street | ||
| Leigh | ||
| Lancashire | ||
| WN7 4LS |
Wigan and Leigh Pensioners Link Limited
Company Limited by Guarantee 31 March 2021 Contents
| Page | |
|---|---|
| Trustees' annual report (incorporating the director's report) | 1 - 2 |
| Independent Examiners' Report to the trustees | 3 |
| Statement of Financial Activities (including income and expenditure account) | 4 |
| Statement of financial position | 5 |
| Notes to the financial statements | 6 to 12 |
1
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Trustees' Annual Report (Incorporating the Director's Report) For the Year Ended 31 March 2021
The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2021.
Reference and administrative details are provided on a separate information page at the front of these financial statements.
Structure, governance and management
The charity is a company limited by guarantee. It was incorporated on 8 May 1991 and registered as a charity on 12 June 1991
The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association. In the event of the company being wound up, members of the Management Committee are required to contribute £1 to the assets of the charitable company.
The management committee, who are also the directors for the purpose of company law, and who served during the year were:
| Mr Michael William Hodlin | Chair |
|---|---|
| Mrs Betty Scott | (res 19.11.20) |
| Mrs Irene Diana Sargeant | Treasurer |
| Mr David John Thomas | |
| Mrs Edith Coleman | |
| Mrs Linda Marianne Graham | |
| Mr Peter Newton | |
| Pauline Dowsett | (app 20.8.20) |
None of the management committee has any beneficial interest in the company.
Under the Articles, the members of the management committee are elected at the Annual General Meeting to serve a period of three years, subject to ratification at each Annual General Meeting.
The management committee meet regularly throughout the year to review the strategy, operations and performance of the charity. The management committee are fully responsible for the decision making process operated by the charity.
Current members of the management committee are familiar with the practical work of the charity and their responsibilities and update training is provided when considered necessary. Additionally, new members of the management committee will be provided with appropriate training and induction.
During the financial year the day to day management of the charity rested with Mr Paul Roughley.
The management committee have assessed the major risks to which the charity is exposed and are satisfied that systems are in place to mitigate exposure to these risks.
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
2
Trustees' Annual Report (continued) For the Year Ended 31 March 2021
Objective and Activities
The company is a charity and exists to promote the interests of elderly people within the Metropolitan Borough of Wigan. The charity revews its aims, objectives and activities each year to help ensure its focus is on its stated purposes. The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims, objectives and in planning its future activities. To achieve this objective the charity operates a number of services.
The charity continues to provide information and support to the elderly and those who care for people less fortunate than ourselves. The charity plans to continue with its current activities in the forthcoming year subject to satisfactopry funding arrangements. Details of the charity's current activities are outlined below:
Pensioners Link
The services offered by the charity have continued to flourish and expand throughout the year. All activities continue to be well attended. We have seen the waiting list for counselling services grow as we regularly exceed the numbers of referrals budgeted for. We now run outreach groups in six locations throughout Wigan Borough in addition to the 15 separate activity groups run at our main centre in Leigh.
Homesafe
This service developed from the pilot project last year and takes patients from Royal Albert Edward Infirmary. Wrightington Hospital and leigh Infirmary, transporting them safely and leaving them in a safe environment. This is then followed up by six weeks further low level support if required. The patients are left with a "Welcome Home Bag" containing some basic food items to ensure they have something to eat and drink until we can do shopping for them if required.
The service is full funded by a Wigan Council tender for the next two years
Books & More
Following a successful Community Investment Fund bid from Wigan Council we have been delivering library books to Wigan residents who cannot otherwise access library services. In addition we spend up to an hour with each reader giving them chance to chat with us helping reduce their isolation. Many of our readers do not have regular visits from anyone other than ourselves.
The chats can result in us referring them onto other services to help improve their lives in some way.
Achievements and Performance
The charity has been successful in establishing a good working relationship with Wigan Council Wigan CCG and other partner organisations within Wigan Borough.
In order to achieve more for our money a number of cost saving initiatives were been put in place by the Manager, this has freed up funds for significant improvements to the premises over the last 2 years.
The Management Committee are confident a secure income stream is now in place , which will fully fund the charities core activities and services for the next two years.
Financial Review
As shown in the statement of financial activities on page 4, the net surplus for the year amounted to £18,752.00
It is the policy of the charity that unrestricted funds that have not been designated for a specific use should be maintained at a level equivilent to three months' expenditure. The management committee considers that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity's current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.
The management committee, having regard to ongoing liquidity requirements of the charity, have kept available funds in an interest bearing deposit account.
Small company provisions
This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption. The trustees' annual report was approved on ………………………………………..and signed on behalf of the board of trustees by:
Mr Michael William Hodlin
Chair
3
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
Independent Examiner's Report to the Trustees of Wigan and Leigh Pensioners Link Limited Year ended 31 March 2021
I report to the charity trustees on my examination of the accounts of the Company for year ended 31 March 2021 which are set out on pages 4 to 12.
Responsibilities and basis of report
As the charity's trustees of the company (who are also the directors of the company for the purpose of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ("the 2006 Act").
Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 (the 2011 Act).
In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that:
-
accounting records were not kept in accordance with section 386 of the Companies Act 2006; or
-
the accounts do not accord with such records; or
-
the accounts do not comply with relevant accounting requirements under section 396 of the Companies Act 2006 other than any requirement that the accounts give a "true and fair" view which is not a matter considered as part of an independent examination; or
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the accounts have not been prepared in accordance with the Charities SORP (FRS102).
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Date:
Amanda Kershaw FCCA FPS Chartered Certified Accountants Levine House 233 Wigan Road Ashton-in-Makerfield Wigan WN4 9SL
4
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
Statement of Financial Activities (including Income and Expenditure Account) For the Year Ended 31 March 2021
| Note INCOME AND ENDOWMENTS Donations and legacies 4 Income from charitable activities 5 Other trading activities 6 Investment income 7 Other income 8 Total income Expenditure Expenditure on raising funds: Costs of voluntary income 9 Expenditure on charitable activities: Community activities 10 Other expenditure 11 Total expenditure Net income/(expenditure) and net movement in funds Total funds brought forward Total funds carried forward |
Unrestricted Restricted Total Total Funds Funds Funds Funds 2021 2020 £ £ £ £ 3,822 - 3,822 12,613 177,252 - 177,252 172,514 1,333 - 1,333 4,977 38 - 38 126 1,630 - 1,630 278 184,075 - 184,075 190,508 9,624 - 9,624 13,038 154,199 - 154,199 182,708 1,500 - 1,500 1,500 165,323 - 165,323 197,246 18,752 18,752 (6,738) 65,755 - 65,755 72,493 84,507 - 84,507 65,755 |
|---|---|
The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.
5
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Statement of Financial Position As At 31 March 2021
| Note FIXED ASSETS Tangible assets 14 CURRENT ASSETS Debtors 15 Cash at bank and in hand Creditors: amounts falling due within one year 16 Net current assets Net Assets Funds of the Charity Unrestricted funds 19 Restricted funds 18 Total charity funds |
2021 £ 1,000 81,704 82,704 (6,213) |
£ 8,016 76,491 84,507 84,507 - 84,507 |
2020 £ - 61,369 61,369 (1,780) |
£ 6,166 59,589 65,755 65,755 - 65,755 |
|---|---|---|---|---|
For the financial year ended 31 March 2021 the company was entitled to exemption from audit under Section 477 Companies Act 2006 relating to small companies.
Directors' responsibilities
-
a. The members have not required the charity to obtain an audit of its financial statements for the year in question in accordance with section 476;
-
b. The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of financial statements.
These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.
These financial statements were approved by the board of trustees and authorised for issue
on …………………………………….and are signed on behalf of the board by:
………………………………………
Mr Michael William Hodlin - Director
6
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
1 General information
The charity is a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is 27 Charles Street, Leigh, Lancs, WN7 1DB
2 Statement of compliance
These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.
3 Accounting Policies
3.1 Basis of Preparation
The accounts have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.
The financial statements are prepared in sterling which is the functional currency of the entity.
3.2 Going concern
There are no material uncertainties about the charity's ability to continue.
3.3 Fund accounting
Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes. Designated funds are restricted funds earmarked by the trustees for particular future projects or commitment. Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes, restricted income funds or endowment funds.
3.4 Incoming Resources
All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:
Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.
Legacy income is recognised when receipt is probable and entitlement established. Income from donated goods at the fair values of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value. Donated facilities and services are recognised in the accounts when received if the value can be reliably measured. No amounts are included for the contribution of general volunteers.
Income from contracts for the supply of services is recognised with the delivery of the contracted service. This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
7
3.5 Resources Expended
Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates.
Expenditure on raising funds includes the costs of all fundraising activities, events, non-charitable trading activities and the sale of donated goods.
Expenditure on charitable activities includes all costs incurred by a charity in undertaking activities that further its charitable aims for the benefit of its beneficiaries, including those
support costs and costs relating to the governance of the charity apportioned to charitable activities. Other expenditure includes all expenditure that is neither related to raising funds for the charity nor part of its expenditure on charitable activities.
All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.
3.6 Depreciation
Depreciation is calculated so to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:
Computer Equipment 25% per annum reducing balance basis Office Equipment 20% per annum reducing balance basis
3.7 Pensions
The pension costs charged in the accounts represent the contributions payable by the charity during the year.
3.8 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 etc.
3.9 Cash at bank and in hand
Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.
3.1 Creditors and Provisions
Creditors and provision 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 neasured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.
3.11 Financial Instruments
The trust only has financial assets and financial liabilties of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.
8
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
| 4 Donations and legacies Donations and legacies received 5 Income from charitable activities Local government grants Other grants 6 Other Trading Activities Fundraising Helping hands 7 Investment Income Interest receivable 8 Other incoming resources Miscellaneous income |
2021 2020 £ £ 3822 12613 2021 2020 £ £ 177252 172514 0 0 177252 172514 2021 2020 £ £ 385 2232 948 2745 1333 4977 2021 2020 £ £ 38 126 2021 2020 £ £ 1630 278 |
|---|---|
9
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
| 9 Costs of voluntary income Costs of fundraising Repairs and maintenance Other office costs Promotions And gifts Sundries Depreciation Bookkeeping 10 Community activities Staff costs Travel Rates Insurance Heat and light Rent Printing, postage and stationery Telephone Repairs and renewals Sundry Sessional workers and consultancy fees 11 Other expenditure Independent Examiner's fees |
Total Total 2021 2020 £ £ 1141 1170 123 163 1339 3772 2308 4459 2362 1661 2351 1813 9624 13038 2021 2020 £ £ 100557 100508 8672 31682 638 1767 845 870 4304 2588 276 946 790 1470 2210 1955 10277 15220 124 161 25506 25541 154199 182708 2021 2020 £ £ 1500 1500 |
|---|---|
10
2021 2020
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
12 Employees
Number of employees
The average monthly number of employees during the year was:
| Projects | 5 5 |
||
|---|---|---|---|
| Employment costs | 2021 2020 |
||
| Wages and salaries | £ £ 92397 91822 |
||
| National Insurance | 2633 3652 |
||
| Pension costs | 5527 5034 |
||
| 100557 100508 |
|||
| There were no employees whose remuneration was £60000 or more. | |||
| No trustees received remuneration in the year. | |||
| Taxation | |||
| The charitable company is exempt from corporation tax on its charitable | activities. | ||
| Tangible Fixed Assets | |||
| Cost | Computer Equpt £ |
Office Total Furniture & Equpt £ £ |
|
| At 1 April 2020 | 22451 | 12945 35396 |
|
| Additions | 4212 | 0 4212 |
|
| At 31 March 2021 | 26663 | 12945 39608 |
|
| Depreciation | |||
| At 1 April 2020 | 21553 | 7677 29230 |
|
| Charge for the year | 1308 | 1054 2362 |
|
| At 31 March 2021 | 22861 | 8731 31592 |
|
| Net book value | |||
| At 31 March 2021 | 3802 | 4214 8016 |
|
| At 31 March 2020 | 898 | 5268 6166 |
13 Taxation
14 Tangible Fixed Assets
11
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
Notes to the Accounts For the Year Ended 31 March 2021
| 15 Debtors Prepayments and accrued income 16 Creditors due within one year Trade creditors Accruals |
2021 2020 £ £ 1000 0 2021 2020 £ £ 3056 280 3157 1500 6213 1780 |
|---|---|
17 Share capital
The charity has no share capital being a company limited by guarantee. Each member guarantees to contribute an amount not exceeding £1 in the event of a winding up situation.
18 Restricted Funds
There were no restricted funds in the year.
12
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts
For the Year Ended 31 March 2021
| 19 Analysis of movements in unrestricted funds General fund Balance 1 April 2020 Incoming resources Resources expenses Balance 31 March 2021 20 Analysis of net assets between funds Fund balances at 31 March 2021 are represented by: Tangible fixed assets Current assets Creditors: amounts falling due within one year |
£ 65755 184075 -165323 84507 Unrestri- Restricted Total cted Funds Funds £ £ £ 8016 0 8016 82704 0 82704 -6213 0 -6213 84507 0 84507 |
|---|---|
Wigan and Leigh Pensioners Link Limited Limited by Guarantee 31 March 2021
Legal and Administrative Information
| The Trustees | Mr Michael William Hodlin | Chair |
|---|---|---|
| Mrs Irene Diana Sargeant | Treasurer | |
| Mr David John Thomas | ||
| Mrs Edith Coleman | ||
| Mr Peter Newton | ||
| Mrs Jean Aldred | ||
| Mrs Susan Pauksztello | ||
| Mrs Pauline Dowsett | ||
| Secretary | David Paul Roughley | |
| Registered Charity Number | 1003175 | |
| Company Number | 02608731 | |
| Registered Office / Principle Address | 27 Charles Street | |
| Leigh | ||
| Lancashire | ||
| WN7 1DB | ||
| Independent Examiner | FPS Chartered Certified Accountants | |
| Levine House | ||
| 233 Wigan Road | ||
| Ashton in Makerfield | ||
| Wigan | ||
| WN4 9SL | ||
| Bankers | Yorkshire Bank | |
| 10 King Street | ||
| Leigh | ||
| Lancashire | ||
| WN7 4LS |
Wigan and Leigh Pensioners Link Limited
Company Limited by Guarantee 31 March 2021 Contents
| Page | |
|---|---|
| Trustees' annual report (incorporating the director's report) | 1 - 2 |
| Independent Examiners' Report to the trustees | 3 |
| Statement of Financial Activities (including income and expenditure account) | 4 |
| Statement of financial position | 5 |
| Notes to the financial statements | 6 to 12 |
1
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Trustees' Annual Report (Incorporating the Director's Report) For the Year Ended 31 March 2021
The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2021.
Reference and administrative details are provided on a separate information page at the front of these financial statements.
Structure, governance and management
The charity is a company limited by guarantee. It was incorporated on 8 May 1991 and registered as a charity on 12 June 1991
The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association. In the event of the company being wound up, members of the Management Committee are required to contribute £1 to the assets of the charitable company.
The management committee, who are also the directors for the purpose of company law, and who served during the year were:
| Mr Michael William Hodlin | Chair |
|---|---|
| Mrs Betty Scott | (res 19.11.20) |
| Mrs Irene Diana Sargeant | Treasurer |
| Mr David John Thomas | |
| Mrs Edith Coleman | |
| Mrs Linda Marianne Graham | |
| Mr Peter Newton | |
| Pauline Dowsett | (app 20.8.20) |
None of the management committee has any beneficial interest in the company.
Under the Articles, the members of the management committee are elected at the Annual General Meeting to serve a period of three years, subject to ratification at each Annual General Meeting.
The management committee meet regularly throughout the year to review the strategy, operations and performance of the charity. The management committee are fully responsible for the decision making process operated by the charity.
Current members of the management committee are familiar with the practical work of the charity and their responsibilities and update training is provided when considered necessary. Additionally, new members of the management committee will be provided with appropriate training and induction.
During the financial year the day to day management of the charity rested with Mr Paul Roughley.
The management committee have assessed the major risks to which the charity is exposed and are satisfied that systems are in place to mitigate exposure to these risks.
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
2
Trustees' Annual Report (continued) For the Year Ended 31 March 2021
Objective and Activities
The company is a charity and exists to promote the interests of elderly people within the Metropolitan Borough of Wigan. The charity revews its aims, objectives and activities each year to help ensure its focus is on its stated purposes. The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims, objectives and in planning its future activities. To achieve this objective the charity operates a number of services.
The charity continues to provide information and support to the elderly and those who care for people less fortunate than ourselves. The charity plans to continue with its current activities in the forthcoming year subject to satisfactopry funding arrangements. Details of the charity's current activities are outlined below:
Pensioners Link
The services offered by the charity have continued to flourish and expand throughout the year. All activities continue to be well attended. We have seen the waiting list for counselling services grow as we regularly exceed the numbers of referrals budgeted for. We now run outreach groups in six locations throughout Wigan Borough in addition to the 15 separate activity groups run at our main centre in Leigh.
Homesafe
This service developed from the pilot project last year and takes patients from Royal Albert Edward Infirmary. Wrightington Hospital and leigh Infirmary, transporting them safely and leaving them in a safe environment. This is then followed up by six weeks further low level support if required. The patients are left with a "Welcome Home Bag" containing some basic food items to ensure they have something to eat and drink until we can do shopping for them if required.
The service is full funded by a Wigan Council tender for the next two years
Books & More
Following a successful Community Investment Fund bid from Wigan Council we have been delivering library books to Wigan residents who cannot otherwise access library services. In addition we spend up to an hour with each reader giving them chance to chat with us helping reduce their isolation. Many of our readers do not have regular visits from anyone other than ourselves.
The chats can result in us referring them onto other services to help improve their lives in some way.
Achievements and Performance
The charity has been successful in establishing a good working relationship with Wigan Council Wigan CCG and other partner organisations within Wigan Borough.
In order to achieve more for our money a number of cost saving initiatives were been put in place by the Manager, this has freed up funds for significant improvements to the premises over the last 2 years.
The Management Committee are confident a secure income stream is now in place , which will fully fund the charities core activities and services for the next two years.
Financial Review
As shown in the statement of financial activities on page 4, the net surplus for the year amounted to £18,752.00
It is the policy of the charity that unrestricted funds that have not been designated for a specific use should be maintained at a level equivilent to three months' expenditure. The management committee considers that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity's current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.
The management committee, having regard to ongoing liquidity requirements of the charity, have kept available funds in an interest bearing deposit account.
Small company provisions
This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption. The trustees' annual report was approved on ………………………………………..and signed on behalf of the board of trustees by:
Mr Michael William Hodlin
Chair
3
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
Independent Examiner's Report to the Trustees of Wigan and Leigh Pensioners Link Limited Year ended 31 March 2021
I report to the charity trustees on my examination of the accounts of the Company for year ended 31 March 2021 which are set out on pages 4 to 12.
Responsibilities and basis of report
As the charity's trustees of the company (who are also the directors of the company for the purpose of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ("the 2006 Act").
Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 (the 2011 Act).
In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that:
-
accounting records were not kept in accordance with section 386 of the Companies Act 2006; or
-
the accounts do not accord with such records; or
-
the accounts do not comply with relevant accounting requirements under section 396 of the Companies Act 2006 other than any requirement that the accounts give a "true and fair" view which is not a matter considered as part of an independent examination; or
-
the accounts have not been prepared in accordance with the Charities SORP (FRS102).
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Date:
Amanda Kershaw FCCA FPS Chartered Certified Accountants Levine House 233 Wigan Road Ashton-in-Makerfield Wigan WN4 9SL
4
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
Statement of Financial Activities (including Income and Expenditure Account) For the Year Ended 31 March 2021
| Note INCOME AND ENDOWMENTS Donations and legacies 4 Income from charitable activities 5 Other trading activities 6 Investment income 7 Other income 8 Total income Expenditure Expenditure on raising funds: Costs of voluntary income 9 Expenditure on charitable activities: Community activities 10 Other expenditure 11 Total expenditure Net income/(expenditure) and net movement in funds Total funds brought forward Total funds carried forward |
Unrestricted Restricted Total Total Funds Funds Funds Funds 2021 2020 £ £ £ £ 3,822 - 3,822 12,613 177,252 - 177,252 172,514 1,333 - 1,333 4,977 38 - 38 126 1,630 - 1,630 278 184,075 - 184,075 190,508 9,624 - 9,624 13,038 154,199 - 154,199 182,708 1,500 - 1,500 1,500 165,323 - 165,323 197,246 18,752 18,752 (6,738) 65,755 - 65,755 72,493 84,507 - 84,507 65,755 |
|---|---|
The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.
5
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Statement of Financial Position As At 31 March 2021
| Note FIXED ASSETS Tangible assets 14 CURRENT ASSETS Debtors 15 Cash at bank and in hand Creditors: amounts falling due within one year 16 Net current assets Net Assets Funds of the Charity Unrestricted funds 19 Restricted funds 18 Total charity funds |
2021 £ 1,000 81,704 82,704 (6,213) |
£ 8,016 76,491 84,507 84,507 - 84,507 |
2020 £ - 61,369 61,369 (1,780) |
£ 6,166 59,589 65,755 65,755 - 65,755 |
|---|---|---|---|---|
For the financial year ended 31 March 2021 the company was entitled to exemption from audit under Section 477 Companies Act 2006 relating to small companies.
Directors' responsibilities
-
a. The members have not required the charity to obtain an audit of its financial statements for the year in question in accordance with section 476;
-
b. The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of financial statements.
These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.
These financial statements were approved by the board of trustees and authorised for issue
on …………………………………….and are signed on behalf of the board by:
………………………………………
Mr Michael William Hodlin - Director
6
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
1 General information
The charity is a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is 27 Charles Street, Leigh, Lancs, WN7 1DB
2 Statement of compliance
These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.
3 Accounting Policies
3.1 Basis of Preparation
The accounts have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.
The financial statements are prepared in sterling which is the functional currency of the entity.
3.2 Going concern
There are no material uncertainties about the charity's ability to continue.
3.3 Fund accounting
Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes. Designated funds are restricted funds earmarked by the trustees for particular future projects or commitment. Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes, restricted income funds or endowment funds.
3.4 Incoming Resources
All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:
Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.
Legacy income is recognised when receipt is probable and entitlement established. Income from donated goods at the fair values of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value. Donated facilities and services are recognised in the accounts when received if the value can be reliably measured. No amounts are included for the contribution of general volunteers.
Income from contracts for the supply of services is recognised with the delivery of the contracted service. This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
7
3.5 Resources Expended
Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates.
Expenditure on raising funds includes the costs of all fundraising activities, events, non-charitable trading activities and the sale of donated goods.
Expenditure on charitable activities includes all costs incurred by a charity in undertaking activities that further its charitable aims for the benefit of its beneficiaries, including those
support costs and costs relating to the governance of the charity apportioned to charitable activities. Other expenditure includes all expenditure that is neither related to raising funds for the charity nor part of its expenditure on charitable activities.
All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.
3.6 Depreciation
Depreciation is calculated so to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:
Computer Equipment 25% per annum reducing balance basis Office Equipment 20% per annum reducing balance basis
3.7 Pensions
The pension costs charged in the accounts represent the contributions payable by the charity during the year.
3.8 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 etc.
3.9 Cash at bank and in hand
Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.
3.1 Creditors and Provisions
Creditors and provision 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 neasured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.
3.11 Financial Instruments
The trust only has financial assets and financial liabilties of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.
8
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
| 4 Donations and legacies Donations and legacies received 5 Income from charitable activities Local government grants Other grants 6 Other Trading Activities Fundraising Helping hands 7 Investment Income Interest receivable 8 Other incoming resources Miscellaneous income |
2021 2020 £ £ 3822 12613 2021 2020 £ £ 177252 172514 0 0 177252 172514 2021 2020 £ £ 385 2232 948 2745 1333 4977 2021 2020 £ £ 38 126 2021 2020 £ £ 1630 278 |
|---|---|
9
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
| 9 Costs of voluntary income Costs of fundraising Repairs and maintenance Other office costs Promotions And gifts Sundries Depreciation Bookkeeping 10 Community activities Staff costs Travel Rates Insurance Heat and light Rent Printing, postage and stationery Telephone Repairs and renewals Sundry Sessional workers and consultancy fees 11 Other expenditure Independent Examiner's fees |
Total Total 2021 2020 £ £ 1141 1170 123 163 1339 3772 2308 4459 2362 1661 2351 1813 9624 13038 2021 2020 £ £ 100557 100508 8672 31682 638 1767 845 870 4304 2588 276 946 790 1470 2210 1955 10277 15220 124 161 25506 25541 154199 182708 2021 2020 £ £ 1500 1500 |
|---|---|
10
2021 2020
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 March 2021
12 Employees
Number of employees
The average monthly number of employees during the year was:
| Projects | 5 5 |
||
|---|---|---|---|
| Employment costs | 2021 2020 |
||
| Wages and salaries | £ £ 92397 91822 |
||
| National Insurance | 2633 3652 |
||
| Pension costs | 5527 5034 |
||
| 100557 100508 |
|||
| There were no employees whose remuneration was £60000 or more. | |||
| No trustees received remuneration in the year. | |||
| Taxation | |||
| The charitable company is exempt from corporation tax on its charitable | activities. | ||
| Tangible Fixed Assets | |||
| Cost | Computer Equpt £ |
Office Total Furniture & Equpt £ £ |
|
| At 1 April 2020 | 22451 | 12945 35396 |
|
| Additions | 4212 | 0 4212 |
|
| At 31 March 2021 | 26663 | 12945 39608 |
|
| Depreciation | |||
| At 1 April 2020 | 21553 | 7677 29230 |
|
| Charge for the year | 1308 | 1054 2362 |
|
| At 31 March 2021 | 22861 | 8731 31592 |
|
| Net book value | |||
| At 31 March 2021 | 3802 | 4214 8016 |
|
| At 31 March 2020 | 898 | 5268 6166 |
13 Taxation
14 Tangible Fixed Assets
11
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee
Notes to the Accounts For the Year Ended 31 March 2021
| 15 Debtors Prepayments and accrued income 16 Creditors due within one year Trade creditors Accruals |
2021 2020 £ £ 1000 0 2021 2020 £ £ 3056 280 3157 1500 6213 1780 |
|---|---|
17 Share capital
The charity has no share capital being a company limited by guarantee. Each member guarantees to contribute an amount not exceeding £1 in the event of a winding up situation.
18 Restricted Funds
There were no restricted funds in the year.
12
Wigan and Leigh Pensioners Link Limited Company Limited by Guarantee Notes to the Accounts
For the Year Ended 31 March 2021
| 19 Analysis of movements in unrestricted funds General fund Balance 1 April 2020 Incoming resources Resources expenses Balance 31 March 2021 20 Analysis of net assets between funds Fund balances at 31 March 2021 are represented by: Tangible fixed assets Current assets Creditors: amounts falling due within one year |
£ 65755 184075 -165323 84507 Unrestri- Restricted Total cted Funds Funds £ £ £ 8016 0 8016 82704 0 82704 -6213 0 -6213 84507 0 84507 |
|---|---|