## **ANNUAL REPORT April 2021 to March 2022** **What a Challenge that was!! A year no one will forget, as much as we would like to. However, it was two years 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 in 2020, including our AGM’s. Now we are back and stronger than ever for the experience.** Our activity groups are up and running, in fact they are busier than ever with more people anxious to get out of the house and meet up with people again. All of our other services continued throughout the pandemic with some obvious restrictions as you can see in the pictures. 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 the last couple of years have been a massive 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. Throughout this year our centre has gradually reopened to visitors and our activity groups have safely opened again. We have followed the guidance from Wigan Council, to protect the staff and volunteers. Having maintained 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, moving out of lockdown has been easier for us than most organisations. Counselling continued to be a service in demand with referral numbers rising rapidly. We are currently seeing 30 clients per week, with a three month waiting list in operation. 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 34 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. 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 2021 to 31st March 2022** **TOTAL INCOME FOR YEAR** **TOTAL EXPENDITURE FOR YEAR** _**shortfall from reserves**_ **£163,074 £168,137 £5,063** 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** Volunteers deliver 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. 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. Since the Libraries reopened to us we have received a substantial donation of large print books from them (22 boxes in total). These are very popular with our older readers. ## **Further help given** - 5 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. - Reader needed a small job doing – gave details of Age UK Handyperson service - Reader wanted to get out – unable to use public transport – gave Driven info - Reader now uses laptop and has registered on Facebook - Reader suffered marriage breakdown – referred to Financial Advisor to discuss options of house sale - 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. - 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, 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. **----- Start of picture text -----**
Summary of readers by Service
Areas as at 31/03/2022
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## **Our services spread across the Borough** **----- Start of picture text -----**
Summary of Homesafe by Service
Areas as at 31/03/2022
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Summary of TLC by Service Areas as at 31/03/2022 During the pandemic and lock down we maintained all of our services, with some obvious adaptations to meet social distancing requirements to keep our staff and clients safe. In addition we were one of the first organisations to respond with food parcels to the elderly isolating clients of the Borough. Over 300 parcels were handed out. ## **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 ## **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 Mike Starkie. ## **URGENT REQUEST.** We are looking for new members of our Fundraising committee, if you are interested please contact the committee chair Pauline Dowsett on Email: pollylink1@gmail.com or via our office 01942 261753 **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.** **----- Start of picture text -----**
displayed in our centre.
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**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** Wigan and Leigh Pensioners Unk Llmlted Llmited by Guarantee 31 March 2022 Legal and Adminlstrative Informatlon The Trustees Mr Michael William Hodlin Mrs Susan Pavksztello Mr David John Thomas Mrs Edith Coleman Mr Peter Newton Mrs Jean Aldred Mr5 Pauline Oowsett Mr Del Foulkes Chair Vice Chair Secretary David Paul Roughley Reglstered Charlty Number 1003175 Company Number 02608731 Reglstered Office I Principle Address 27 Charles Street Leigh Lancashire WN7 ID8 Independent Examiner FPS Chartered Certified Accountants Levlne House 233 Wigan Road Ashton in Makerfeld Wigan WN4 9SL Bankers Yorkshire hank 10 King Street Leigh IAncashire WN7 4LS Wigan and Lelgh Pensloners Link Llmlted Company Limited by Guarantee 31 March 2022 Contents Trustèes, Annual Report lincorporatlng the dlrertor's report) Independent Examiners, Report to the trustees ststemeni of Financlal Artlvitles lincludlng intome and expenditure accountl Statement of Financlal Posltion Notes to the Flnancial Statements 6t012 Wtgan and Lelgh Pensloners Llnk Umlted Company Limited by Guarantee Trustees, Annual Report Ilncorporatlng the Dlrector's Report) For the Year Ended 31 March 2022 The trustees. who are also the directors for the purposes of company law, present thelr report and the unaudited financial statements of the charity forthe year ended 31 March 2022. Reference and administrative detsils are prowded on a separate Informailon pa8e at the front of these fin3ncial statements. Strurturei lovernance and rnanagement The charity is a company limi(ed byguarantee. It wa5 incorporated on 8 May 1991 and registered as a charity on 12 June 1991 The company was establlshed under a Memorandum of Associatlon which establlshed the objetts a¢)é powers of the charitable company and is governed under its Articles of Association. In the event of the company bein8 wound up. member5 ofthe Management Committee are required to contrlbvte £1 to thè assets ofihe charitable cornpanv. The management tomrnittee, who are a150 the directors for the purpose ofcompany law, and who Served durlng the yeaf were.. Mr Michatrl William Hodlln Mrs Susan Paulkutello Mrs Irene DlaDa Sargeani Mr Dav5d John Thomas Mrs Edith Coleman Mr Peter Newton Mrs Pauline Dowsett Mrs Jean Aldred Me Del Foulkes Ch•ir e Chalr Ire$ 18.11.211 lapp 18.11.211 None of the rnan3Bement cornmittee ha5 any beneticial interest in the company. ilnder the Article5. the mernbers of the rnana8ement committee are elected at the Annual General Meetlng to Serve a period of three years. Subject to ratification at each Annual General Meeting. The marsaeement committee meet regularty throughovt the yearto review the strategy, operadtsns and performance of the charity. The management cornmittee are fully responsible for the decision maknn8 process operated by the charity- urrent member5 of the management committee arefamlllarw6th the practf¢al work of the chartty and their responsibilities aTrd update training ts prowded when considered necessary. Additiofjally, new members of the management comrnittee wlll be provléed with appropriate tra*ning and indu¢tlon. DudnBthe financl?l year the dayto day management of the charlty rested whh Mr Paul Roughley. The managemenr committee have assessed the major rlsks to whi¢h thE charity is exposed and are Satisfied that systems are in plate to mitl8ate expDsure to these risks. W4•n •nd iei¢h Pensiomrs Llnk Lomlted Company iimrted byGuarantee Tmrtees. ￿￿n￿lI Rtport Icontlnyedl Forthe Ye•rEnded 31 M*rth 2022 Tr*COm￿ny1$1chlTftY￿d e%ststo piDrMlÈ the Intertsts￿d￿¢ty peOP￿wthInt￿MerIo[O￿èTr Boi ofVlyn.ThtchatrtyrtVEW5 rtsalms, O￿￿rt1¥esarMSa¢l￿llÈ$eè(fv ￿arfo￿19ellsll￿ itsfocw boThlts 5ts1ed putP05e5. ThEtrUStee5kn￿￿ rÈfrT[edt•th*gu￿1an¢ec0￿ts1r￿￿￿lh￿cha[ltyCrrnrnL%S[Qn.l 8eDern1 tN5DbiEclP￿el￿£￿ffiyoPer?I￿5l number of$e￿*S. 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Furtherlutsdi￿trOmNIg￿￿atLottOry tDbtapplWlor ThEchartyhas beensuc¢e5sful Couniil WynCCfj¥ndottr*r partner¢rian￿1kn￿S￿1h1ll W*an Bllrou8h. ordeitoachknmoreforourmoneya numbervlcOStsavk¥lnAJa1￿QsWerebeeOp￿l In pk¢ebytl MèNgtr. hasftoed upfuDdsttrSEethe ￿ter￿lwa￿S rep?r¢d3nd r¢dÈ¢grètedln thtrnalhtFrttrL¥sm5&tthe Ne*yeolwkYseQthe ￿￿Tna1¥￿Ill Iep3vedèhrtd￿tatÈd tothEm4iTrthrotr0o￿0tthe reDtr& ThEMaha#ernentComrnMee areconfidentèsttureinrome Stream is now whkh I￿1fUl￿1u￿dthechth5cer￿ attMt*54Dd setykes ftyèlLthErtwT btar5. •s$h￿￿1￿the slaten*DtofMan¢rdlxt￿ onp4e4.thenetd¢fedtfQrthe￿ar?[TwJ￿tWJtO ,U63. It Isthepuliryof thecharity thai unrestrkiedfvnd5 that havenDt bEend¥n?t*d lor ? spKlfj¢ ust shoul be maintsinedata kn1eoU￿h1err1¢three￿Lkntb$' expendrture.Tho m?na8tnwTrt¢ial Reportin8 Stindard appllcable in the UK and RepublSc of Ireland IFRS 1021 Icharltles SORP IFRS 10211 and the Charitles Ad 2011. 3 A¢¢ountin# Polides 3.1 B•sls of Prep*r•tloTh The accounts have been prepared on the hlstorlcal cost bas1$, as modified by the revaluation of certain financial assets and liab*llties and investment propertle5 measured at f3lr valve throu8h ncome or expenditu￿. The financial statements are prepared In sterfing which Is the fvnctlonal ¢urien¢y of the entity. 3.2 6oln8 ¢on¢eni There a￿ no materlal un£ert4inlle5 about the charity'5 ability to continue. 3.3 Fund #t£ountl un￿strIct￿d funds are pvailable ftsr L15e al the discretion of the tr￿sleeS to further any ol the charity's pvrposes. Designated lunds are restricted funds eairnarked by the tru5tee5 for particulirfuture projects or comrnitment. Restricted funds are sublected to restrirtions on thelr expendlture declared by the donor Of through the terms of an appeal, and fall Into one of knvo sub-classes, restrirted incomefunds or endowment funds. 3.4 Inwmln¥ ReSou￿e$ All Incomlng resour¢e$ are included in the staternent of financi31 artivitie5 when entl￿ernent h35 passed to the charity- it Is probable that the econ¢Jmi¢ benefft5 a550ciated with the transaction will flow to the charity and the amount can be reliably measured. The followlng speciftc polictes are applied to particulBr categtsries of tDwme'. Income Irom donatlons or8rants Is reco8nSsedwhÈn there Is ev(dence of entldement to theR6 receipt 15 probable and Its amount be measured reliabty. Legacyln¢t>me Ss re¢ogni5ed when receipt is probable and entitlement established. Income frorn donated goods at the fairvalues tyf the goods unle55 thls 15 irnpractical to rnea5ure feliably. in which case thevalue is der*ved from the costto the donor gr the estlmated resale value. Donated facilitie5 and services are recogni5ed in the accounts when received if the value cat) be fellably measured. No èmounts are Induded for the contribution of 8eneral volunteers. Incorne frorn contracts for the supply of services 15 re£ognSsed wlth the dellvery of the u>ntra¢ted seThi¢e. Thls Is tlassifted 35 unTe51ricted funds unles5 thefe is a contractual requlrernent tor Itto be spent on a particular purwse and returned If unspent, In whlch trase It May be re¥arded as restricted. Igan and Leigh Pensioners Llnk Llmited Company Lirnited by Guarantee Notes to the Accounts For the Year Ended 31 Marth 2022 3.5 Res0￿¢*$ Expended Expenditure is Tecognised on an a¢¢ruals basis as a lièbility is incurred. Expenditure includes anyVAT whith cannot be fvlly recovered, and is classified ur*der headings of the st3tement of financial activities to whS¢h ft relates. Expenditure on ra(51n8 fund5 includes the ¢osrs of all fundralslng activ*tle5, events. non-charitable trading artivities and the sale of donated goods. Expenditure on charttable attivlues includes all Costs ir￿Urred by a charity in undertaking actNities that further its charitable aims for the benefit of Its beneftciaries, including those 5UPPOrt costs and costs rel3lin8 to the governante of the charlty apportioned to charftable actlvltles. Other expendlture includes all expenditure that ¢s neither related to ralsing fvnds lor the charfty fior part of its expendituie on Charftsble attivlties. I ctssts ale allotated to expendSture categories reflectln8 the use of the resovrce. Direct costs attributable to a sin8le activity a110¢8ted d1￿ctlY to that attivity. Shared £osts are apportioned between the activitie5 they contlibute to on a reasonabletiustifiable and conslstent basls. 3.6 Depredatlon Depre¢S8tion is calculated so to write off the c05t or valuation of an asset. less its residual valuè, over the useful economic life of that asset as follows.. Computer Equlpment Owice Equipment 25% per annum reducin8 balante tsasis 20% per a￿￿uM reducing balante bas¢s 3.7 Penslohs The pension Costs ¢har8ed In the a¢¢(wnts represent the wntributions payable bythe charity during the 3J Debtors Trade and other debtors are recognised atthe settlement amoLtnt due after anytrade discount offeied. Prepayments are valued at the amount prepaid net of any trade discounts etc. 3.9 C¥sh ai bank and In h•nd Cash at bank and hand includes cash and short term highty Itquld Investments wlth a short maturty of three months or lessfrom the date of acquisitlon or opersing of the deposit OT 5imil3r account. 3.1 ¢redStors and Pm¥lslons c￿dItorS and prO￿$10n are recognised where the charlty has a present obllgètion resuking from o past event thai wlll prolmbly result In the transfer of funds to a third party and the amount due to settle the obllgation can be neasured or estim?ted reliably. Creditors and provision5 are nofmalty retQ8nised atthelrsettlement amountafter allowing for any trade discounts due. 3.11 Flnan¢lal Instwments The tfU5t only ha5 flnancial assets and financlal Ilabiltles of a klnd that quallfy as baslc financlal instmments. Baslc flnantSal instruments are Inltlally re¢oRnised at transa¢tion value 8nd subequentlv meèsured attheirsettlement value ¥wth the e¥ceptSon ol bank loans whlch are subsequentlv measured at amort15ed cost U51n8 the effective inttresi method. Wlgan and Lelgh Pensioners Link Limited Company Limited by Guarantee Notes to the A¢counts For the Year Ended 31 March 2022 4 Don•tl¢)ns and leydes 2022 2021 7atlons a#d legacies received 8752 3822 5 Inrorne from thalltable acEl¥ltles 2022 2021 Local governmeAt grants Other grants IS211S 177252 152115 177152 6 OtherTrartJ￿ A¢d¥ltles 2022 2021 FundTaSsin8 Helping hands 385 826 826 1333 7 Inv•sthient Income 2022 2021 Interest recetvable 12 38 2022 2021 Mi5cellaneou5 income 1369 1630 Wigan and Leigh Pensioners Llnk Llmlted Company Limited by Guarantee Notes to the Accounts For the Year ErKled 31 March 2022 9 Costs of voluntsry In¢ome Totsl Total 2021 Cost5 of fvndralslng Repairs and m8lntenance Other office costs Promotlens And gifts SuThdries aeanins Sub5CriPttons and li¢ences Depreciation Bookkeeplng 616 69 1730 1485 B24 173B 1825 2503 1141 IZ3 1339 514 907 2362 2351 10790 9624 10 Communlty 8ctr4itse5 2021 Staff costs Travel Rates and water Insurance Heat aThd118ht Rent Prlnting, postage and $I3￿0￿ery Telephone Repairs and Yenewals Sundry 5esslonal workers and Consultancy fee5 l(X1850 15350 573 100557 8672 638 3113 io 624 2454 5547 127 26229 4304 276 790 2210 10277 124 25506 155747 154199 11 Other expendltwe 2022 2021 Independent £xamsner's fee5 Wlgan and Lelgh Pensioners Link Limited Company Llmlted by Guarantee Notes to the Accounts For the Year Ended 31 March 2022 io 12 Employèes 2012 zozi Number of employees The average monthly nurnber of ernployees during the year wa5.. Plojerts Empk>yrnent costs 2021 Wages and salarles Natlonal In5ur3nce Penslon cosis 92738 2592 5520 91397 2633 5527 IQOB50 100557 There were no employees whose rernuneratlon was £60(W or more. No trustees received remuneration in the year. 13 T•ntlon The charitable company is exempt from torporation tax on its charitable activitles. 14 Tal￿ble Flxed Assets Computer Offl Equpt Fumiture & E4upt Tot•1 At l Aprsl 2021 Addltlons 26663 12945 39608 At31 Marth 2022 26663 12945 39608 Depreriation At l April 2021 Charge fo¥ the year 22861 982 8731 843 31592 1825 At 31 Marth 2022 23843 9574 33417 Net bookvalue Al 31 Marth 2022 2820 3371 6191 At 31 M•r¢h 2021 3802 4214 8016 Wlgan and Leigh Pensioners Link Limited Company Limlted by Guarantee Notes to the Accounts For the Year Ended 31 March 2022 li 15 Debtors 2022 2021 Prepayments and accrued Income 182 16 Credllors due wltlmn on•year 2022 2021 Trade creditors Accruals and deferred incorne 2459 18730 3056 3157 21189 6213 17 Shar* ¢apltal The charity has no share capital being a company limited byguarantee. Each mernberguarantees to Contri￿te an amount not exceeding £1 In the event of a windir¢B up situation. 18 Restrkted Funds There were no restricted fvnds in the year. Wlgan and Lelzh Pensiorker5 Link Limited Company Limited by Guarantee Notes to the Accounts For the Year Ended 31 Marth 2022 12 19 An*lysts ofmovtments in unrestricled fvnds Gemral Balance l April 2021 Incoming resources Resources expenses 84507 163074 -168137 Balance 31 March 2Q22 79444 20 Analys￿ of netassets between funds UM•str1. R*stykt•d Totsl rted Furtds Funds Fund balances at 31 March 2022 are represented by. TangiblÈ fixÈd assets Currenl 455ets Creditors.. amounts falllng due wlthln one year 6191 94442 -21189 6191 -21189 79444 79444