citizens
advice
CITIZENS ADVICE 1066
ANNUAL REPORT
& FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
Registered Charity number 1039704
Company number 2923647

CITIZENS ADVICE 1066
ANNUAL REPORT
& FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
Contents
REPORT OF THE DIRECTORS AND TRUSTEES 2
REFERENCE AND ADMINISTRATIVE DETAILS
STRUCTURE, GOVERNANCE AND MANAGEMENT
AIMS, OBJECTIVES AND ACTIVITIES 7
ACHIEVEMENTS AND PERFORMANCE IN 2024- 2025
FINANCIAL REVIEW 16
PLANS FOR THE FUTURE
18
EXEMPTIONS FROM DISCLOSURE 19
FUNDS HELD AS A CUSTODIAN TRUSTEE 19
STATEMENT OF DIRECTORS, RESPONSIBILITIES 19
AUDITOR'S REPORT
21
BALANCE SHEET
25
STATEMENT OF FINANCIAL ACTIVITIES 26
STATEMENT OF CASH FLOW
28
NOTES TO THE FINANCIAL STATEMENTS
29
Rother
whe￿ Citizens Advice 1066 ope￿teS
"I'm not going to change the world. You're not going to change the world. But we can help
we can all help., Christiano Ronaldo
page 1

CITIZENS ADVICE 1066
REPORT OF THE DIRECTORS AND TRUSTEES
The trustees, who are also the directors of the company, have pleasure in presenting their
annual report and financial statements for the year ended 31 March 2025. The financial
statements comply WFth the Charities Act 2011, the Companies Act 2006, the Memorandum
and Articles of Association, and Accounting and Reporting by Charities: Statement of
Recommended Practice (Charities SORP FRS 102 - second edition).
REFERENCE AND ADMINISTRATIVE DETAILS
Name of Charity:
CITIZENS ADVICE 1066
Registered Charity Number:
1039704
Company Limited by Guarantee:
2923647 (Incorporated in England & Wales).
Legal Forni:
Company Limtted by Guarantee
Governing document:
Articles of Association adopted on 15 March 2023
Registered Office:
CITIZENS ADVICE 1066
The Magnet Centre,
1 Christ Church Courtyard,
London Road,
St. Leonards-on-sea
East Sussex, TN37 6GL
Chief Executive:
Tracy Dighton
Company Secretary:
Tracy Dighton
Auditors:
Galloways Accounting (Audit) Ltd (trading as
Galloways)23 St Leonards Road.
Bexhill on Sea.
East Sussex, TN40 1 HH
Bankers:
Lloyds Bank, Hastings Branch
Nationwide Building Society
Cambridge and Counties Bank
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CITIZENS ADVICE 1066
The following people were Directorsrrrustees of CITIZENS ADVICE 1066 on the date of
approval of the report or served as a trustee in the reporting period.. -
NAME
ROLE
APPOINTED BY
DATE OF FIRST DATE OF
APPOINTMENT RETIREMENT
Lee Forster-Kirkham'"
. Christo
her Ma
nard
Elizabeth Men
er"
'. David Watters
Nicolae Trofin
Chair
Re-election at AGM
Trustee
Re-election at AGM
', Treasurer ', Re-election at AGM
Trustee
. Re-election at AGM
Trustee
. Re-election at AGM
Trustee
, Election at AGM
i Somm
Ikedinma
' Trustee
. Election at AGM
"Reappointed as Treasurer on 21°, May 2024
'Treasurer to 21st May 2024
Jun 2016
Dec 2015
A r2016
A r2016
A r2016
Nov 2023
Ma
2024
Senior Officers during the year
During the reporting period and at the date of approval of this report the trustees delegated
day-tcFday management of the charty to the following senior management personnel.
Trac
Patricia Mockrid
Chief Executive Officer
erations Mana
er
STRUCTURE, GOVERNANCE AND MANAGEMENT
History
The Hastings and Rother Citizens Advi￿ Bureau was founded on 9 September 1939. It has
been continuously active as a charty in the Hastings, St. Leonards-on-sea and Rother areas
since then.
The charity became incorporated as a company limited by guarantee on 28 April 1994. It has
been registered with the Charrty Commission since 26 July 1994.
On 9 December 2008 the company changed its name to Citizens Advice 1066 ("CA 1066,).
On 1 September 2022, CA 1066 received a transfer of assets and liabilities and took over the
entire undertaking of our sister charity, the Rother District Cittzens Advi￿ Bureau ("RDCAB").
Governance
The company is governed by its Articles of Association as amended and adopted on 15 March
2023. The Board of Trustees has formally adopted the Charity Governance Code published
by the Charity Commission to guide its proceedings.
Trustees and Members
The trustees of the charity are the directors of the company. They are individuals drawn from
the local community and they nonnally reside or work in local authorty districts of Hastings
and Rother. The maximum number of trustees is fifteen and the minimum is three.
Trustees are appointed by way of election at the annual general meeting or by co-option by
the Trustee Board, provided that on appointment the total number of co-opted Trustees does
not exceed one third of the total number of Trustees. No other persons or bodies external to
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CITIZENS ADVICE 1066
the charity are entitled to appoint persons to the Trustee Board. At each annual general
meeting one-third of the Trustees (or the number nearest to on&third). must retire from office
by rotation save that no Trustee who has setved a term of less than three years shall be
required to retire. A register of trustees, interests is maintained at the registered office and is
available to the public to view.
Membership of the company is open (a) to individuals (over the age of 16 years) who are
interested in furthering the work of the charty and who are not paid or volunteer workers of
the charity- and (b) to any body corporate or unincorporated organisation which is interested
in furthering the charity's work. There is a single class of membership and the same rights and
obligations shall apply to all members. Applications for membership must be approved by the
Trustee Board. Members of the company are not required to be trustees but all trustees must
be members of the company.
At 31 March 2025, the company had 10 members {2024- 12 members). The maximum liability
of each member is £1 in the event of the company winding up. A register of members is
maintained at the registered office and is available to the public to view.
General Meetings
During the reporting period the charty held one Annual General Meeting, on 28 February
2024. No other General Meetings were held.
Staff and Volunteers
The charity has a core of employed staff but il also relies upon the services of a large number
of volunteers for the deltvery of its serrfices.
Equity, Diversity and Inclusion
The Trustee Board regards diversity as an important source of strength for the charity. sn its
recruitment practice, CA 1066 is committed to reflecting the communities it senies, to fairness,
and to enabling people to overcome barriers to participakn'on. It actively seeks a wide range of
skills and life experiences.
Organisational Structure
The business of the charity is managed by the trustees who may exercise all the powers of
the charity. The Trustee Board m*ts in formal session at least quarterly to determine overall
policy and supervise the furtherance of the charity's objects. Where appropriate, the trustees
also deliberate and make decisions by electronic communications outside formal meetings.
The trustees have established a Finance Sub-committee and a Human Resources Sub-
Committee to monitor financial policies, strategies and procedures and to take certain
decisions in accordance with the delegated powers. Salaries of key managers on the staff are
agreed by the HR Committee with reference to comparable salaries paid in the sector.
Day to day organisational decisions are delegated to the Chief Executive. The organisational
structure of CA 1066 is regularty reviewed.
Membership of National Body
CA 1066 is a member of the National Association of Cits'zens Advi￿ Bureaux, which trades
as "Citizens Advice. and which provides a framework for standards of advice and casework
management. As well as association with a very well-recognised and highly reputable brand,
membership confers the benefit of access to a range of resources, systems and assistance
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CITIZENS ADVICE 1066
which support both the management of the organisation and the effective delivery of its core
advisory activities. Membership also carries an obligation to submit to external standards and
performance monitoring; it does not otherwise affect the organisational independence of the
charity.
Business Plan
In orderto sustain its administration and general advice functions, the charity's business model
relies on a combination of corefunding and funds generated bythe delivery of special projects.
There is a three-year rolling Business Plan which is reviewed annually. Whilst its primary
purpose is to create a process by which the Trustee Board can monitor progress towards
achieving the charity's objectives, the Plan also serves as a set of intemal targets and outputs
for staff and volunteers. In this way, inclusiveness and collective responsibility about CA
1066's key priorities can be engendered. leading to improvements in Servi￿ delivery. At its
core, our Plan seeks to deliver the CA 1066 Vision. Anybody. Any problem. Anywhere.,
Data Protection
The trustees take the protection of personal data extremely seriously. They are alert to the
risks of data loss, misuse, cyber-attacks and other external threats and also to the evolving
regulatory environment. They have adopted a robust data protection policy to safeguard the
personal data of clients, volunteers and paid staff and to ensure Complian￿ with the Data
Protection Act 2018 and the UK General Data Protection Regulation.
Risk Management
The Trustees have reviewed their procedures in the light of corporate governance guidance
contained within 'Accounting and Reporting by Charities.. the Statement of Recommended
Practice,.
The funding environment within which CA 1066 operates is subject to constant, and
sometimes rapid, shifts and changes. Accordingly, the risks which the charity faces, the
activities by which r( seeks to deliver rts charitable objects, and its internal organisation are
constantly evolving. Its continued survival depends in part upon successful risk taking and the
ability to seize and develop new revenue opportunities as they arise. The purpose of internal
control is not to eliminate risks but to identify. manage and control them appropriately.
A risk assessment report is contained within the Business Plan which seeks to anticipate
potential changes to the financial climate and to the framework of social policy which affect
CA 1066, and other legal and technological developments and to highlight how these would
impact on its services. In addition, the charity maintains a rolling risk register which identifies
and rates the principal risks which it faces.
The approach of the Trustees is that the key to successful risk management is to assess the
likelihood of identified risks occurring and what actions are appropriate to mitigate or obviate
their impact. The risk register is a dynamic, formal statement of the risk management strategy.
It is kept under regular review. Areas covered in this process include=
activities and services undertaken by the organisation
targets and outputs required by funders and others
the operating structure
external factors (statutory obligations, relationships with funders)
comparisons with other LCAlcomparable organisations
past performance and previous risks encountered
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CITIZENS ADVICE 1066
The following adopted measures help minimise the risks inherent in any voluntary sector
organisation which relies on a diverse range of funding to meet all its commitments-
The management team and staff recognise that they operate under the authority of the
Trustee Board, which has the ultimate responsibility for the organisation.
Effective appraisal of the Chief Executive and Management Team.
Internal management and supervisory controls which minimise risk of failing to deliver
on existing grant agreements and contracts.
Staff awareness of sources of fvnding and the consequences arising from any failure
to deliver services in line with grant agreements and contracts.
The effective use of probationary periods, Job Person Role Specifications, staff
supervision and HR policies to promptly identify and deal with issues of concern.
Regular case note checking.. infom)al and formal staff reviews., training to ensure
quality.
Securing and maintaining external quality control accredttations.
Regular review and analysis of perfomiance statistics to ensure targets are met.
Ensuring adequate financial reserves and Cuftivating good relationships with funders
to identify potential future funding problems and potential funding opportunities.
Quarterly financial monitoring against annual budget.
Good communication between volunteers, staff, the Management Team and the
Trustee Board.
Maintaining independen￿, political neutrality and avoidance of conflicts of interest.
10.
12.
Induction of Trustees
Newly appointed trustees are provided with an Induction Pack and have an induction meeting
with relevant members of the management team and the Chair of the Trustee Board. This
provides the opportunity to learn about the work of CA 1066, to focus on current Board
priorities and to assess individual training needs. The induction process also provides an
opportunity to identify and provide for management of any potential conflicts of interest.
Facilities
The charity leases approximately 4,453 ft, (413.7 m4 of office and ancillary space at the
Magnet Centre. 1 Christ Church Courtyard, London Road, St. Leonards-on-sea., and
approximately 2,352 fF (218.53 m,) at 41 St Leonards Road, Bexhill-on-sea (of which
approximately ⅓ comprises basement areas which are not adapted for office use).
The lease of the Magnet Centre expires in January 2029 and the lease of 41 St Leonards
Road expires in September 2035. Both leases contain break clauses exercisable by the
charity. We enjoy good relationships wtth the landlords of both premises.
Both premises include reception and waiting areas; open-plan office spa￿$,. meeting rooms
and private interview rooms which are adapted for safe, social1y-distan￿d interviews.
In addition, the charty has temporary arrangements at various locations across Hastings and
Rother for the delivery of outreach sep4ices.
Staff and volunteers
In the course of the reporting year, CA 1066 employed 36 paid staff and we had 42 volunteer
advisers and others in voluntary roles.
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CITIZENS ADVICE 1066
Partnerships, thought leadership and sharing best practice
CA 1066 works in close partnership wtth other local Citizens Advice LCA across East Sussex
through the consortium group Citizens Advice East Sussex Limited. of which it is a member,
and with LCAS in West Sussex and Brighton as well.
It also forms partnerships with other organisations for the delivery of specific advice services.
It can provide management infrastructure and facilities to support specific projects for the relief
of poverty and distress, thereby drawing resources into its primary areas of benefrt to support
local people most in need, and to support our work in gathering and collating data which
informs local and national policy.
The charity provides effective local leadership where necessary and it has grown successfully
into the role of anchor organisation within its principal areas of benefit. The CEO and other
members of the management team and Board are members of strategic steering groups and
committees including The South East Net Zero hub advisory board, Hastings Borough
Council's Housing Strategy steering group, Hastings Community Ne￿Ork Executive, the
Hastings Plan for Neighbourhoods Board, the VCSE Alliance, Hastings Integrated Care Team
management group, Rother Integrated Care Team management group, ESCC Financial
Inclusion Steering Group, East Sussex Energy Partnership.
CA 1066 has also led the development of Community Response Hubs in Hastings and in
Rother to provide support, learning and co-ordination for organisations working in the anti-
povety field. CA 1066 is co-ordinating an antipovety working group on behalf of Hastings
Community NeI￿ork Executive and with support of HBC'S OveNiew and Scrutiny Committee
and relevant statutory organisations.
Close partnership working with Arun and Chichester Citizens Advice on energy servi
delivery continues to develop positive relationships with the power networks acrossthe region.
Linking fuel poverty and low carbon transition advice continues to be an important area both
for trying to influence policy and for an advice offer which does not create barriers at the point
of access based on income levels and potential stigma.
For three years running, CA 1066 has c￿chaIred a successfiJl and influential Low Carbon
Conference for the South East Region, with speakers and attendees from central government,
national charities and major utility cornpanies.
Further details of such projects and the partners with whom the charty has been working, are
detailed in the section of this report on Special Projects.
AIMS, OBJECTIVES AND ACTIVITIES
Objectives and activities
The objects of CA 1066, as set out in its Articles of Association, are,'topromote any charitable
purpose for the public benefit by the advancement of education, the protection and
preservation of health and the relief of poverty, sickness and distress in particular, but without
limitation, for the benefit of the community in the local authority a￿aS of Hastings, Rother and
East Sussex as the same are constituted at the date of the adoption of these Articles ('the
principal areas of benefiy) and suffounding areas." The key power the charity exercises in
furtherance of its objects is.
.to establish Citizens Advice 1066 as a Cent￿ to provide a free,
confidential and impartial seNice of advice, training, infonyiation and counsel for the public
and for the implementation thereof."
The services of CA 1066 are consistent with the twin aims of Citizens Advice, namely, "to
provide the advice people need for the problems they fa￿. and "to improve the policies and
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CITIZENS ADVICE 1066
practices that affeGt people's lives." Its services are also consistent with the four stated
Principles of Citizens Advice, namely. "Free, Independent, Impartial and Confidential"
The trustees have referred to the guidance contained in the Charity Cornmission's general
guidance on public benefit when reviewing the aims and objectives of the charitable company
and in planning any future activities.
Citizens Advice general advice areas include benefits, debt, housing, employment, consumer,
family, legal, immigration, health and education. Specialist projects deliver energy advice to
consumers and digital access and support to local people.
In addition to providing high-quality. faC￿t&fa￿ advisory services to the local community, CA
1066 also operates a telephone advice service which runs from 9am to 5pm each weekday
and an e-mail advice service.
The charty also has a casework team which provides specialist level advi￿ in debt, in benefits
and financial inclusion. During the reporting period, the additional specialist advisory services
were provided via special project funding as detailed further below. The charity, with support
from Citizens Advice in North West Kent started training advisers towards accreditation for
level 2 immigration advi￿.
CA 1066 does not have any trading subsidiaries.
The charity is the only independent advice service within the districts of Hastings and Rother
which is able to offer quality assured advi￿ across the full range of advice subject areas. It
also contributes to the local economy by providing training opportunities for volunteers, many
of whom then go on to gain paid employment in addition to providing a valuable service to
their community.
With a long track record of providing free, independent, impartial and confidential advice to
the citizens of Hastings, Rother and neighbouring areas, the trustees are satisfied that CA
1066 complies with the guidance on public benefrt supplied by the Charty Commission.
ACHIEVEMENTS AND PERFORMANCE IN 2024- 2025
The charity has continued to grow during the reporting period. It employs more staff, it
manages a larger budget than ever before, and the public value it delivers has increased from
approximately £31 million to over £40 million.
Charitable Activities
The charitable activities of CA 1066 are carried out and tts funds are expended wholly within
the United Kingdom. It remains one of the busiest local citizens advi￿ offices in the UK for
the size of the population it serves. This is reflected in key statistics. Our client management
system, known as Casebook (provided by the Ctttzens Advice Service), records clients and
client issues in the following way:
Unique Clients - individual clients who are counted once only during the period.,
Client Issues - client enquiries may include more than one issue e.g. employment rights
and tax credit entitlement, or clients may return in the period with new enquiries.
Client Contacts - contact wtth clients by phone, letter, email, or in person.
The data generated by the system showsthat during the 2024-2025 reporting period, CA 1066
dealt with 12,549 Unique Clients (9,508 - 2023-24). The number of cases during the year
was 10,003 {7,435 2023-24). These clients presented with 61,301 distinct client issues
(29,522
2023-24). The increase represents both the complexty presented as other
organisations, statutory and voluntary, have decreased or ceased their services. It also reflects
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CITIZENS ADVICE 1066
the requirements from funders of projects to record more aspects of the case and the
outcomes achieved. The charity responded to 25,043 client contacts (17,099 - 2023-24).
Our key statistics consistently show that the majorty of our clients are in the age range of 25
to 60 years old. Many clients return for advice on more than one occasion and for a range of
reasons. These may include chronic mental or physical ill health, communication problems as
a result of literacy or language issues. A significant proportion of our clients are amongst the
most deprived and vulnerable within our community- 61 % are living with disabilities or long-
term ill-health conditions. We estimate that over half have an income which is less than that
needed to cover basic expenditure.
As shown in the chart below, benefits (and tax credits) support remained an important
presenting issue which accounted for 7,141 client issues, (2023124 3,834). This category
accounted for 12 % (13 % in 202&2024) of all client issues over the year, despite the transfer
of the Help To Claim contract to our sister charity, Crtizens Advice Eastbourne.
Key Issues 2024-2025
io.(
15.0Th)
20,IXIO
25.01
other
consumer issues
benefits
bud8etin8 and finantial inclusion
hou5in8
debt
fuel 4%...
tharitable support ;. 1%
legal .¥1%
relationships ¥..i%
employment
Administration and assessment of requests for issue of food bank vouchers, fuel vouchers
and other grants, has continued as an important area of support needed. From a negligible
activity five years ago, it has become one of the greatest single demands upon the time and
resources of volunteers. During the reporting period the number of clients assisted in this way
was 5,091 (5,002 in 2023-24).
In part, the proportion of these issues our caseload is a function of specific project funding
the charity receives to respond to fuel poverty in particular, but also it is a reflection of the
needs of the communities we serve.
Whilst these statistics present a profile of the charty. they cannot be permitted to obscure the
fact that each service user is an individual with a personal story who is entitled to dignity and
compassion.
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CITIZENS ADVICE 1066
CA 1066 undertakes regular sunieys amongst users and non-users and its findings are
generally very positive with 77 % of supleyed clients stating they were likely or very likely to
recommend the service provided in 202>24.
The pressures of high demand, and the consequent extended waiting times for an
appointment, continue to impact the service. They create the most significant challenge and
waiting times are the principal cause for client dissatisfaction. Measures to manage demand
and client expectations continue to be explored and implemented.
During the period covered by this report we received 7 formal complaints, which represents
less than 0.06 % of the totality of unique clients who had contact with the service. These
complaints were resolved by supervisors and managers meeting the people who had
experienced difficulties, predominantly in ac￿SsIng the service. and ensuring their advice
issue had been resolved and they knew about all the dtfferent channels into the service,
particularly face-to-face.
The General Advice Service
The General Advice Service faced sustained pressure throughout the reporting period with
daily carry over numbers at the beginning of the reporting period reaching over 200. As a
result, waiting times for telephone call backs to clients had grown from 10 to 12 working days
where the client was facing a non-urgent need by the end of the period. Clients with urgent
needs for food and fuel vouchers, court deadlines and bailiff action are given priority by the
service.
The advice supeprfisory team have improved tracking processes to manage this additional
pressure on the triage systern. A concerted effort was made to recruit new volunteers which
resulted in some success although the service could support additional volunteers. A new
training offer was developed in which volunteers are supported through Action Learning Sets
with the average training period reduced to eight weeks.
Digital inclusion work has continued to be an important area within the general advi￿ service,
in particular supporting clients who need assistan￿ to get online. We continue our partneship
with Tech Resort CIC to distribute deVI￿S and to provide coaching.
The Additional Measureslshielding Group fvnded by ESCC covered the costs of the
financial capabilrty team's work within the General Advice Seniice. This funding ended at 315t
March 2025. Some funds for preventative advice work continued into the 2025-26 period albeit
at a reduced level.
Outreach Services are established at the following locations.. Rye HutFon-the Hill, Tilling
Green Community Centre Rye, Battle Almonry and Hastings Food Bank. Frequency is based
on available funding and client need at specific locations or to meetthe advice needs of people
working with our partner organisations. This area of work is relatively costly but helps us to
support people who find tt hard to use other channels for a variety of reasons.
A dedicated outreach and partnerships supervisor supports and develops this work in the
community. Specific small scale outreach projects were developed with, Fellowship of St
Nicholas vulnerable parents. group, Woodlands Hospital, Seaview and Hastings Community
Information Hub (run by Hastings HEARD, The Pelham. the LINKS project. The outreach work
which has been developed in the Rother District will embed this work further in the service
offer staff, volunteers and clients.
The Money Advice Service
The charity has a long-established. specialist Money Advice Unit. The demand for this
service remained high through the reporting period and we secured funding for an additional
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CITIZENS ADVICE 1066
money advice trainee who became accredited as a specialist adviser during the reporting
period. The Unit met all its performance targets for the year.
Since 2018, the work of this service has been funded primarily via the Money Advice Service
Debt Advice Project, commissioned by the Money and Pensions Seniice (an arm's-length
body sponsored by the Department for Work and Pensions. "MaPS") and paid via a sub-grant
from national Citizens Advice. The current contract funds one FTE adviser to assess and
deliver multi-channel debt advice to 215 clients per year.
Despite this importance of this service and increased demand, our specialist money advice
service remains vulnerable. The trustees believe that it is essential for CA 1066 to be able to
continue to offer fac&tO-face advice to vulnerable clients in the principal areas of benefit and
we will not cease trying to find funding to enable the Money Advice Unit to continue.
Social Policy, Research and Campaigns
The charity is a member of the Citizens Advice East Sussex Research and Campaigns group,
working Closely with the other local Citizens Advice. The group provides data analysis and
trend reporting which is used by the chief officers and their social policy teams in lobbying and
advocating for system change. Regular contributions during the period were made to the
ESCC Financial Inclusion Steering Group, the East Sussex Energy Partnership and various
NHS Sussex and ESCC public health working groups on wider determinants of health and the
cost of living crisis. A strong emphasis has been placed on telling the stories of our clients who
face destitution, with an income that cannot cover their requirements for expenditure on
necessities.
In January 2025 the charity co-published published a Citizens Advice East Sussex Cost of
Living report. This was presented to the ESCC Financial Inclusion Steering Group.
Helena Dollimore MP and Dr Kieran Mullin MP each visited the charty in 2024-25 to receive
briefings and exchange views with staff and volunteers about the most pressing issues our
clients are facing. The charity works to ensure good relats"onships with our local member5 of
parliament and the meetings and related briefings led to positive exchanges on a number of
areas.
We continued to keep the spotlight on the need for safeguards and improvements to the
benefits system, including the level of benefits, the inadequate level of the Local Housing
Allowance and the pressures within the housing system with elected members at local
authority and parliamentary levels.
The CEO and Head of Energy Partnerships have presented findings on the delivery of energy
advice to policy officers from the Department of Energy Security and Net Zero who have asso
visited the LCA on several occasions. Telling the stories of our clients has been the prism
through which we present this work. The CEO keeps in close contact with the Energy Leads
at the national association and presented about our work with delivery energy advice by
working closely with local GP practices to a conference of the network and other partners in
January 2025.
Special Projects
East Sussex Shieldin
Grou
Additional Measures
The funding for additional generalist money advisers across Sussex, which commenced in
2020 was continued through the current reporting period. Underthis project, CA 1066 received
funding to provide money advice through the financial capability team of its General Advice
service for clients in Rother District and Hastings.
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CITIZENS ADVICE 1066
Through this fvnding the service continued to provide benefits advice to people on
psychiatric wards at Woodlands Hospital and to vulnerable families being supported by
FSN in its Childrens Centres and nurseries.
Household Su
ort Fund
Central government continued to distribute funding via East Sussex County Council, the
Districts and Boroughs and Voluntary and Community Sector to people facing financial
hardship. CA 1066 c(Fordinated, on behalf of all the East Sussex LCAS. the distribution of
£405,261 of household support funding to local people who were unable to cover the cost of
spending on essential items such as heating, water, lighting, rent, food, warm clothes, shoes
and school uniforms. The financial capability advisers worked with clients to ensure that all
benefits they were entrtled to were claimed, grant applications made and debts managed.
Where clients lacked skills in budgeting or digrtal access coaching was given. In urgent cases,
the charity has been able to make direct interventions with financial support to prevent
evictions and to avoid other legal actions against clients.
Tacklin
Fuel Pove
To
ether
During the reporting period the charty again carried out local delivery of the Energy Advice
Development Programme. which provides one to one advice for people in fuel povety or in
a fuel poverty risk group using local CA 1066 advisers trained up NEWCity & Guilds Level 3
Award in Energy Awareness. CA 1066, with CA Arun and Chichester, was also the lead for all
the LCAS in East and West Sussex and Brighton and Hove for an energy advice project funded
through National Citizens Advice.
In the reporting period, CA 1066 was active also in administering the Fuel Voucher Scheme
which extends across East and West Sussex and Brighton & Hove. The scheme was primarily
funded by the Department for Work and Pensions via East Sussex County Council but also
received money from the industry-fvnded Energy Redress Scheme, especially for people on
pre-payment meters. As well as providing help wtth ￿e1 costs to eligible clients, the scheme
extends to help with providing basic items such as fridges and cookers.
In partnership with Retrofrtworks and the other CABX in East Sussex, CA 1066 continued to
deliver energy advice under contract to East Sussex County Council through the Wami Home
Check Service. CA 1066 leads on co-ordinating the advice element. The innovative project
model promotes stabilisation of difficult financial situations for poorer households by providing
an entry point for engagement with wider advice. It has inspired the development of similar
projects elsewhere in the country. CA 1066 managed to over-achieve its targets consistently.
The success of this project has led to it being extended for a further year, to April 2025.
In partnership with Arun & Chichester Cttizens Advice we were successful in a bid for fvrther
Energy Redress Funding to support energy advisers, one within the LCA offices in
Eastbourne, but reporting to CA 1066, the other working across Rother District. The funding
also helped train some frontline NHS workers.
In another innovative project, Tackling Fuel Poverty Together, delivered in association with
Arun and Chichester Citizens Advice and funded by a group of utility companies (SGN, UK
Power Ne￿orkS and Southern Water), the charity provides wrap-around, holistic advice
including energy. other debts and benefits advice to vulnerable people who might otherwise
struggle with their bills.
Southern Gas Network also extended its temporary funding for the provision of energy advice
in Community Warni Spaces across East Sussex for the 2024-25 winter period. This is an
page 12

CITIZENS ADVICE 1066
ongoing project. It also covered the cost of distributing small energy efficiency measures such
as LED lightbulbs. radiator reflectors and slow cookers.
CA 1066 was the lead partner in the Local Energy Advice Demonstrator project funded by
"Greater South East Net Zero Hub", which is a consortium of 11 Local Enterprise Partnerships
which is, in turn, funded by the Department for Energy Security and Net Zero ("DESNZ"). The
project engaged hard-to-reach households and hard to treat houses in rural Rother in taking
and acting on retrofit advice on physical measures they can take to make their homes warmer,
with reduced carbon emissions, and cheaper to heat. The funding also paid for contractors to
undertake retrofit assessments of peoples, homes. The charity had good support from officers
of Rother District Council in mobilising this project across Rother.
UK Power Networks (Operations) Ltd agreed via a consortium co-ordinated by Arun and
Chichester Citizens Advice provided funding for delivery of energy advi￿ to residents across
the region.
CA 1066, with the East Sussex fuel poverty Co-ordinator, ran its third Winter Preparedness
Programme, with weekly online training sessions for frontline workers and volunteers to help
them understand how to approach conversations with people living in a cold home and show
them where to find the resources to support people to access financial and other support.
Universal Healthcare
CA 1066 completed the development phase of the Universal Healthcare project led by NHS
Sussex and London University of the South Bank. The project focused on health inequalities
and equity in accessing heatthcare.
Hastings is one of several research areas across the country. CA 1066 worked on two
elements.. supporting Primary Care providers to refer people with respiratory illness into fvel
povety programmes and developing a digital platform to support seamless client journeys
with no wrong door approach. Both elements resulted in successful outcomes. The work with
primary care was scalable across other health conditions impacted by the cold and 500/0 of
GP practices across East Sussex are now engaged in working with us on this method of
engagement.
The digital platform sUC￿eded in supporting all CA 1066 referrals into the service and secure
electronic delivery of client information to the appropriate team. Our partner organisations,
Hastings HEART, Tech Resort, Seaview and FSN are also routinely using the platform to
facilitate client information moving securely be￿een the organisations. Seaview reports the
need for much reduced repetition of their story by people using their services. On one of our
projects with FSN, supporting families living in Temporary Accomodation, the advisers and
support workers have case notes in a shared view.
ital Inclusion
From the start of the pandemic, CA 1066 recognised that digital inclusion, long an issue in
Hastings and St Leonards, would become an even greater challenge for clients needing to
access services which had, to a greater or lesser extent, moved to remote delivery.
The continued funding from ESCC under the Additional Measures project enabled a service
which the charity established with a local enterprise, Tech Resort CIC, who provide
refurbished laptops and support to clients referred to them by CA 1066 to continue during the
period. The digital inclusion work was brought into the main general advice service.
In 2024 the approach to digital inc5usion was rolled out into our outreach venues and to the
service delivered in Warm Spaces. A member of the admin team and the outreach supervisor
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CITIZENS ADVICE 1066
take responsibility for ensuring the materials and equipment needed are up-to-date and being
used appropriately.
Multi
ramme
CA 1066 continued to work for the Multiply Programme, a national programme to support an
improvement in basic maths skills. This was a good fit with the charity's work with clients on
budgeting and supporting clients towards improved financial resilience. The funding ended on
31 March 2025.
Bexhill MuFti-Disci
lina
Team
CA 1066 works with Rother DC housing officer5. Bexhill PCN social prescribers, Tech Resort
and our own advisers to deliver a drop-in session in the Bexhill office one afternoon a week.
This service is much valued by local people but all the participating organisations are under
financial pressure and as a consequence, the provision is vulnerable.
Trussell Trust
The charity's partnership wrth Trussell Trust and Hastings Food Bank which has the aim of
helping people to reduce their dependency on food vouchers continued to be successful. By
generating household income through support to claim benefrts and access to charrtable
grants many people have been able to reduce or cease their use of the foodbanks as a result.
Sainsbu
Famil Charitable Trusts
The charity again provided a consultancy service on energy advice on a pilot basis for
Sainsburys Family Charitable Trusts.
Law Clinics
Changes to the legal aid system have led to there being no law firm in East Sussex offering
civil legal aid, and only one in Bnghton. Even if there were practltioners available. the financial
eligibility criteria mean that civil legal aid is available only in a very small minority of cases.
CA 1066 has been working wth laywers willing to offer their seprfices on a pro bono basis
through a variety of organisations. The service is growing slowly due to funding and time
constraints and we do not advertise the service externally. However, we have been able to
give access to clients to free legal advice and support in relation to a range of legal issues,
including Welfare Benefits, Housing, Employment and Domestic Abuse.
In response to local need. in September 2024 the charity commenced training 2 advisers to
provide immigration casework advice (regulated by the Office of the Immigration Services
Commissioner, which has since become known as the Immi
ration Advice Authorit ).
Community Impact
CA 1066 has the knowledge, skills and experience to make an impact where clients
experience greatest n￿d.. most significantty in terms of preventing homelessness, maximising
benefits and managing debts, including priority debts such as council tax and rent arrears
outcomes. This generates tangible savings for statutory serNices in terms of lower costs
incurred in a range of areas including temporary accommodation, debt enforcement, social
care support and primary healthcare. The charity strives to empower people to help them solve
the problems they face and to help them own the solutions to them.
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CITIZENS ADVICE 1066
Citizens Advice impact tools help us to evaluate the dtfference we make to local communities.
These include a New Economy and HM Treasury approved methodology, which draws
together evidence of the impact of all our activtties. The benefits to the communty can be
expressed in money terms as:
Fiscal savings £5,070,823
Public value £40,231.073
Benefits to individuals £34.493,866
Improved emotional wellbeing £31,110,431
The chart below illustrates how CA 1066 succeeded in leveraging its core grant into social
impact.
Community Impact: CA 1066 2024125
Public value
Benefits to individuals
Imprtyed emotional
wellbeing
Fiscal savings
Turn thier
Core Grant
This represents continued growth from previous years. There has been a 28 % increase in
fiscal savings over the previous reporting period, which directly benefits statutory sector
budgets. The public value return is nearly £380 for every £1 of core grant from our local
authority stakeholders. The amount generated in monetary benefits to individuals has
increased by 22 %.
Quality assurance standards
The charity holds an AQS quality-mark for Generalist Advice and Advice with Casework in
Welfare Rights and Debt, and Telephone Advice. It is accredited by the Financial Conduct
Authority (FCA) to provide debt casework and advice (debt adjusting counselling). It is
approved by the Insolvency Service as an intermediary for Debt Relief Orders (DROS). All
specialist debt advice staff undergo Money Advice Service accredited training to the Court
representation level.
In the last leadership self-assessment review, in 2024, conducted externally by Citizens
Advice, the trustees were pleased to be able to demonstrate that the charity met the required
outcomes against all measures. (The additional gradations under previous scoring system no
longer apply, so it is no longer possible to achieve an "excellent" resutt.)
page 15

CITIZENS ADVICE 1066
Staff
Since 2019, when the complement of paid staff was reduced to 9 the adaptation of the charity
to undertaking more special projects, has enabled annual increases in staff numbers to 13 in
the year 2020121; 15 in the year 2021122; 25 in the year 2023124,. and 36 in the reporting year.
The addition of new staff members has widened the diversity of the staff team significantly,
which reflects the considered application of best practice in recruitment.
Unfortunately. the short-term. time-limited nature of most of the special projects means that
staffing structures are likely to remain fluid in response to fluctuating needs and resources.
Nonetheless, the trustees consider the charity is fortunate to have a dedicated and
enthusiastic staff team.
Contribution of Volunteers
Voluntary social engagement is the heart and soul of Citizens Advice. CA 1066 is reliant on
the work of volunteers who undertake a range of roles including administration, interpreting,
advice, casework and research and campaign work and serving as trustees.
The volunteer base is diverse and committed, wtth 42 people who give at least a full day a
week to the service. They include former solicitors, senior social workers. company directors,
people with disabilities, public health practrtioners, nurses, parents, carers, law graduates and
teachers. Retention of volunteers is good.
The monetary value of these services cannot be included in the Financial Statements and,
indeed their value is inadequately expressed in purely monetary terms. The trustees welcome
the opportunity acknowledge and to praise the contribution which volunteers make to the
charity with their enthusiasm and dedication. There were 42 volunteers active during the year
and they contributed 16,161 hours of their time (2024 - 42 volunteers and 16,161 hours).
Calculated on the basis of a living wage of £11.44 per hour, this has an estimated financial
value of £184,881.
As well as their time, care and lrfe experience, the volunteers ensure the local community
stays an integral part of CA 1066. so that it truly belongs to the society it serves.
Reportable Incidents
The Charity Commission requires charities to report adverse events, whether actual or
alleged, which result in or risk significant harm to the charity's beneficiaries, staff, volunteers
or others who come into contact wth the charrty through its work. signtficant loss of the
charity's money or assets, significant damage to the charty's propety or significant harm to
the charity's work or reputation. CA 1066 did not suffer any such serious incidents during the
reporting period.
FINANCIAL REVIEW
The total incoming resources for CA 1066 for the year were £1,387,420 (2024 - £1,233,037).
Of the total expenditure of £1,250.139 (2024 £972,344), the total amount of charitable
expenditure on direct charitable activity was £1,250.139 (2023 - £972,344) across the range
of projects operated by the LCA.
At the yeaf end the charty's total funds stand at £710,096 (2024: £572,815) of which £7,840
is restricted (2024. £33,788).
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CITIZENS ADVICE 1066
Funding Sources
The charity's main funders are shown in note 3 to the accounts. They include central
government, local authorities and private sector organisations. CA 1066 did not receive
income from outside the United Kingdom in the reporting period.
The trustees recognise the nature of the charity's funding is inherently precarious. It has no
endowment and it relies upon grants and charitable giving which, by their very nature, are
unpredictable and short tem. The significant social impact of CA 1066 is achieved by
leveraging the maximum return out of by far the smallest local authority core provision per
head of population of any LCA in East Sussex and one of the smallest nationally.
Historically, CA 1066 and Rother District CAB each enjoyed direct financial support from
Hastings Borough Council and Rother District Council respectively. However, in the decade
be￿een 2011 and 2022, that support suffered successive and very severe reductions. After
adjustment for inflation, that amounted to an overall cut of some 23 % for Rother District CAB
whilst CA 1066 suffered an inflation-adjusted cut of some 74 % for Hastings Borough.
Since the unrfication of the two seniices, Rother District Council has continued to provide
funding at the same level as before. The trustees are very grateful to have received £85,000
from Rother District Council during the reporting year. This has enabled the service to attract
more funding for services which benefit Rother residents such as the five day a week drop-in
at the Bexhill office which is particularly beneficial for people who find it difficultto get to access
services online.
Meanwhile, Hastings Borough Council had already decided to ￿ase exercising its statutory
powers to provide grant aid, with effect from April 2021. Instead, it channelled funding via a
private charitable trust called the Foreshore Trust, of which the Borough Council is the sole
trustee. The trustees are very grateful to have recetved £21,054 from the Foreshore Trust
during the reporting year. This was down from £42.108 in 2023-24.
The income from these SoUr￿S makes a crucial contribution to providing premises and to
supporting the employment of core staff who can, in turn, sustain the activities of the General
Advice servi￿, volunteers and enable spectfic projects which can employ dedicated project
staff. However, it is simply not enough, and the charty could not survive without the
contributions of the special projects. The work of the leadership team in identifying such
projects and putting together bids for them is critical to the charity's continued existence.
At the beginning of the reporting period there was an expection that the Foreshore Trust's
Large Grant programme would finish at the end of March 2024. Subsequently, however, the
funding was folled forward for a further six months on the same terms. Since October 2024
there have been no funds from this source. Thetrustees believe this brought to an an unbroken
record of core funding for the charity from Hastings Borough Council since 1939.
CA 1066 has not remained passive in response to the inadequacy of local authority support.
It has been creative and agile in finding other sources of income. But that exercise itself
absorbs time and resources and. despite the successful accumulation of a number of projects,
the trustees recognise that those income streams are short-term and cannot substitute
adequate long-term core funding.
Investment Policy
As provided at clause 3.19 of its Articles of Association, to promote its objects but not for any
other purposes, CA 1066 has the power to invest funds in any lawful manner. The nature of
its income and capital resources does not permit long-temi investments.
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CITIZENS ADVICE 1066
Reserves Policy
The trustees believe that the charity should hold sufficient financial reserves in unrestricted
funds to ensure that it can continue to meet the needs of clients, and its statutory obligations
to staff and other stakeholders, in the event of unforeseen circumstances arising.
Total unrestricted reserves at the end of the period were £702,256 The trustees aim to hold
three months, expenditure as reseNes. The trustees pay close attention to the balance
between restricted and unrestricted reserves.
During 2024-25 the charity was able to achieve a surplus which has been applied to rebuild
the charity's reserves. This will assist with the need to meet ongoing costs of maintenance
and repair of the building to which the charity is obliged to contribute under the terms of its
lease.
Going Concern
The trustees have taken account of the financial position of the charity., of the absence of any
significant economic or environmental factors, or any known or anticipated legal actions thatwould
threaten the ability of the charity to continue as a going concern,. and of the fact that the 2025
accounts of do not contain any items that were subject to any material uncertainty. The charity
has successfully managed the uncertainties of its revenue stream over many years, despite
the recurrent drfficulties with the funding of rts core Servi￿$. The trustees rely on this
experience in forming their opinion that it remains appropriate to report the charity's affairs on
the going concern basis. They remain alive to the risks this uncertainty represents and to the
need to retain agilty and flexibility in order to adapt to changing circumstances.
PLANS FOR THE FUTURE
Within the context of the challenging economic environment the Board is pleased with the
efforts of CA 1066 during the reporting year to deliver the best possible services. It believes
that the charity is well managed and would like to commend the eX￿ptIOnal work undertaken
by the skilled and committed staff and volunteers.
The trustees are grateful to the agencies and individuals who are working so hard to help us
provide and maintain an effective and quality assured independent advice seNice for the
people within the charity's area of benefft.
The trustees recognise that fvnding for core CA 1066 senrfices is reviewed on a two-yearly
basis, and its heavy reliance on short-term funding for Special Projects severely impacts on
the charty's capacity to plan strategically for the fvture. Funding cycles which last 3 - 5 years
would provide far greater opportunity for the Board and the management team to focus on
organisational and service development.
The Board remains committed to securing new additional funding wherever possible, but this
must be in line with meeting client needs identified in our Business Plan to avoid mission drift.
In the meantime, the trustees have recognised that the charity's core fvnding has remained
inadequate. Although the deficiency has been made L6P temporarily by funds generated by
special projects, such projects are, by their nature, short-lived and trustees continue to seek
medium- and long-term financial security for CA 1066.
The government's English Devolution INhite Paper, published in December 2024, proposes a
reorganisation of local government which is likely to have a significant impact on the charity.
The Borough and District Councils which, historically, have provided its core funding, will
cease to exist and the local government areas which have defined its principal areas of benefit
will cease to have the same significance. Atthough the proposed new unrtary authorities are
page 18

CITIZENS ADVICE 1066
not expected go live until 1 April 2028. the trUSt￿S have started actively to consider how to
respond to the new landscape so that, togetherwith its sister charities in East Sussex, CA1066
will be prepared to embra￿ the opportunities which the changes will bring and to mitigate the
risks for our seNice delivery.
EXEMPTIONS FROM DISCLOSURE
No relevant exemptions from disclosure apply.
FUNDS HELD AS A CUSTODIAN TRUSTEE
The charity and its trustees do not hold funds as custodian trustee.
STATEMENT OF DIRECTORS, RESPONSIBILITIES
The trustees 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 practi￿).
Company law requires the trustees to prepare financial statements for each financial year
which give a true and fair view of the state of affairs of the charitable company and of the
incoming resources and application of resour￿$, including income and expenditure, of the
charitable company for that period. In preparing these financial statements, the Trustees are
required to-.
Select suitable accounting policies and then apply them consistently.,
Observe the methods and principles in the Charities SORP.,
Make judgements and estimates that are reasonable and prudent.,
State whether applicable UK Accounting Standards have been followed, subjectto any
material departure disclosed and explained in the financial statements,. and
Prepare the financial statements on the going concem basis unless rt is inappropriate
to presume that the charttable company will continue in business.
The trustees are responsible for keeping proper accounting records that disclose with
reasonable accuracy at any time the financial position of the charitable company and enable
them to ensure that the financial statements comply with the Companies Act 2006. They are
also responsible for safeguarding the assets of the charitable company and hence for taking
reasonable steps for the prevention and detection of fraud and other irregularities.
In so far as the trustees are aware..
there is no relevant information of which the charitable company's Independent
Examiners are unaware; and
the trLSStees have taken all steps that they ought to have taken to make themselves
aware of any relevant information and to establish that the Independent Examiners are
aware of that information.
The trustees are responsible for the maintenance and integrty of the corporate and financial
information included on the charitable company's website. Legislation in the United Kingdom
governing the preparation and dissemination of the financial statements may differ from
legislation in other jurisdictions.
page 19

CITIZENS ADVICE 1066
In preparing this report, the trustees have taken advantage of the small companies,
exemptions provided by section 415A of the Companies Act 2006.
Approved by the Bo
s on 10th October 2025 and signed on beha￿ of the Board..
kjw
ee Forster.Kirkham
Chair
Ellzabeth Menger
Treasurer
page 20

CITIZENS ADVICE 1066
AUDITOR'S REPORT
TO THE TRUSTEES OF CITIZENS ADVICE 1066
FOR THE YEAR ENDED 31 MARCH 2024
Opinion
We have audited the financial statements of Citizens Advi￿ 1066 (the 'charity') for the year
ended 31 March 2024 which comprise the statement of financial activities, the statement of
financial position, the statement of cash flows and notes to the financial statements, including
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 Standatrl applicable in the UK and Republic
of Ireland (United Kingdom Generally Accepted Accounting Practice).
In our opinion, the financial statements:
give a true and fair view of the state of the charitable company's affairs as at 31 March
2025 and of its incoming resources and application of resources, for the year then
ended.,
have been properly prepared in accordance with United Kingdom Generally Accepted
Accounting Practice. and
have been prepared in accordance with the requirements of the Companies Act 2006.
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 Auditorts 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.
Conclusions relating to going concern
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 charity's ability to continue as a going concem 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 wtth respect to going concern are
described in the relevant sections of this report.
Other infomiation
The other infomiation comprises the infomiation included in the annual report other than the
financial statements and our auditor's report thereon. The trustees are responsible for the
other information contained within the annual report. Our opinion on the financial statements
does not cover the other information and we do not express any form of assuran￿ conclusion
page 21

CITIZENS ADVICE 1066
thereon. 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 course of 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 this gives rise to a material misstatement in the financial statements
themselves. 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.
Matters on which we are required to report by exception
We have nothing to report in respect of the following matters in relation to which the Charities
(Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion..
the information given in the financial statements is inconsistent in any material respect
with the trustees, report" or
sufficient accounting records have not been kept,. or
the financial statements are not in agreement with the accounting records., or
we have not received all the information and explanations we require for our audit.
Responsibilities of trustees
As explained more fully in the statement of trustees, responsibilities, thetrustees, who are also
the directors of the charty for the purpose 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 detemiine is ne￿$sary to enable the preparation of
financial statements that are free from material misstatement. whether due to fraud or error.
In preparing the financial statements, the trustees are responsible for assessing the charity's
ability to continue as a going concern. disclosing, as applicable, matters related to going
concern and using the going concern basis of accounting unless the trustees either intend to
liquidate the charitable company or to cease operations, or have no realistic alternative but to
do so.
Auditor's responsibilities for the audit of the financial statements
We have been appointed as auditor under section 144 of the Charities Act 2011 and report in
accordance with the Act and relevant regulations made or having effect thefeunder
Our objectives are to obtain reasonable assuran￿ about whether the financial statements as
a whole are free from material misstatement, whether due to fraud or error, and to issue an
audrtorfs report that includes our opinion. Reasonable assurance is a high level of assurance
but is not a guarantee that an audit conducted in accordan￿ wrth ISAS (UK) will a￿ayS 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.
The extent to which our procedures are capable of detecting irregularities, including fraud, is
detailed below.
The engagement partner ensured that the engagement team collectively had the
appropriate competence. capabilities and skills to identify or recognise non-
compliance with applicable laws and regulations;
page 22

CITIZENS ADVICE 1066
We identified the laws and regulations applicable to the charity through discussions
with management, and from our commercial knowledge and experience of the charity
sector.,
We focused on specffic laws and regulations which we considered may have a direct
material effect on the financial statements or the operations of the charity, including
the Charities SORP 2019, Charities Act 2011. Companies Act 2006, and data
protection, anti-bribery. employment, environmental and health and safety legislation.,
We assessed the extent of compliance with the lav￿ and regulations identified above
through making enquiries of management and inspecting legal correspondence., and
Identified laws and regulations were communicated within the audit team and the
team remained alert to InStan￿S of non-complian￿ through the audit.
We assessed the susceptibility of the charity's financial statements to material misstatements,
including obtaining an understanding of how fraud might occur-. by..
Making enquiries of management as to where they considered there was
susceptibility to fraud, their knowledge or actual, suspected and alleged fraud.,
Considering the internal controls in place to mitigate risks of fraud and non-
compliance with laws and regulations.
To address the risk of fraud through management bias and override of controls, we-
Perfonned analytical procedures to identify any unusual or unexpected relationships.,
Tested journals entries to identify unusual transactions.,
Assessed whether judgements and assumptions made in determining the accounting
estimates were indicative of potential bias- and
Investigated the rationale behind significant or unusual transactions.
In response to the risk of irregularities and non-compliance with laws and regulations, we
designed procedures which included, but were not limited to".
Agreeing financial statement disclosures to underlying supporting documentation,.
Enquiring of management as to actual and potential lrtigation and claims.,
Reviewing correspondence with the Charty Commission, relevant regulators and the
charity's legal advisors- and
Reviewing minutes of trustee board meetings.
There are inherent limitations in our audit procedures described above. The more removed
that laws and regulations are from financial transactions, the less likely it is that we would
become aware of non-compliance. Auditing standards also limit the audit procedures required
to identify non-compliance with laws and regulations to enquiry of the trustees and other
management and the inspection of regulatory and legal correspondence, if any.
Material rnisstatements that arise due to fraud can be harder to detect than those that arise
from error as they may involve deliberate concealment or collusion.
A further description of our responsibilrties is available on the Financial Reporting Council's
website at.. https"Ilww.frc.org.uklauditorsresponsibilities. This description forms part of our
auditorfs report.
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CITIZENS ADVICE 1066
Use of our report
This report is made solely to the charity's trustees. as a body. in accordance with part 4 of the
Charities (Accounts and Reports) Regulations 2008. Our audtt work has been undertaken so
that we might state to the charity's trustees those matters we are required to state to them in
an auditorf5 report and for no other purpose. To the fullest extent permitted by Saw, we do not
accept or assume responsibility to anyone other than the charity and the charity's trustees as
a body, for our audit work, for this report, or for the opinions we have formed.
Mark Flnch FCA FCCA BFP (Senlcr Statutory Auditor)
for and on b•haff of
Gallowlys Accounllng {Audit} Umll•d
Statutory Audltor
is elig'ble for appointment as a￿ltOr of ￿ charity by virtue of its eligibility for appointrnenl as audltc< of a company
under secb¢Jn 1212 of the Companle5 Act 21XJ6.
Galloways Accounting {Audit) Ltd
23 St Leonards Road
Bexhill-on-sea
East Sussex TN40 1HH
page 24

CITIZENS ADVICE 1066
BALANCE SHEET
(including statement of financial position)
As at 31 March 2025
Note
Total 2025
Total 2024
Fixed Assets
Tangible Fixed Assets
10
7,840
23,512
Current Assets
Debtors
Cash at bank and in hand
11
243.251
757,166
1,000,417
272,773
552,193
824,966
Liabilities
Creditors
one year
Net Current Assets
arnounts falling due within
12
(173,064)
(163,166)
827,353
661.800
Provisions for liabilities
13
(125,097)
(112,497)
Net assets
14
710,096
572,815
Funds of the Charity
Unrestricted funds
Restricted Funds
15
15
702,256
7,840
539,028
33,787
710,096
572,815
The directors acknowledge their responsibilities for complying with the requirements of the Act
with respect to accounting records and the preparation of accounts. These accounts have
been prepared in accordance with the provisions of FRS 102. The notes on pages 29 to
37 form part of these financial statements.
Chair
Treasurer
page 25

CITIZENS ADVICE 1066
STATEMENT OF FINANCIAL ACTIVITIES
(including income and expenditure account)
For the year ended 31 March 2025
Note Unrestricted
funds
Restricted
funds
Total
funds
2025
Total
funds
2024
Income from..
Donations & legacies
Charitable activities
Other
Total Income
19,916
511,569
11,522
543.007
19,916
1,355,982
11,522
1,387,420
118,841
1,107,629
6,567
1,233,037
844,413
844,413
Expenditure on:
Charitable activities
357,753
892,386
1,250,139
972,344
Total Expenditure
357,753
892,386
1,250,139
972,344
Net movement in funds
for the year
185,254
(47.973)
137,281
260,693
Transfers between
funds
15
(22,025)
22,025
Net movement in funds
for the year
163,229
(25,948)
137,281
260,693
Reconciliation of funds..
Balan￿S brought
forward
15
539,027
33,788
572,815
312,121
Balances carried
forward
15
702.256
7,840
710,096
572,815
There are no recognised gains or losses in the year, otherthan those included in the statement
of financial activities.
page 26

CITIZENS ADVICE 1066
STATEMENT OF FINANCIAL ACTIVITIES
(Including income and expenditure account)
Comparative figures prior year
Unrestricted
funds
Restricted
funds
Total
funds
2024
Total
funds
2023
Income from..
Donations and legacies
Charitable activities
Other (including fundraising)
Total Income
118,841
492,464
6,567
617.872
118,841
1,107.629
6,567
1,233,037
1,780
707,675
645
710,100
615,165
615,165
Expenditure on..
Charitable activities
other
Total Expenditure
363,558
608,785
972,344
687,120
363,558
608,785
972,344
687,120
Net movement in funds for the year
254,314
6,380
260,693
22,980
Transfers between funds
11,830
(11,830)
Tfr from RDCAB at fair value
98,065
Net movement in funds for the year
266,144
(5,450)
260,693
121,045
Reconciliation of fvnds.
Balances brought forward
272,884
39,237
312,121
191,076
Balances carried foTrvard
539,028
33,787
572,815
312,121
page 27

CITIZENS ADVICE 1066
STATEMENT OF CASH FLOW
As at 31 March 2025
2025
2024
Net cash used in operating activities
Net movement in funds for the reporting
period
Adjustments for:
Depreciation Charges
Decreasel(Increase) in debtors
Increasel(Decrease) in creditors
137,281
260,693
15,672
29,522
22,498
19,459
(63,084)
(242,927)
Total net cash (used by)Iprovided by
operating activities
204.973
(25,859)
Cash and cash equivalents at the beginning
of the year
Total cash and cash equivalents at the end of
the year
552,193
578,052
757,166
552,193
page 28

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
Accounting policies
29
Donations and legacies 31
Income from Charitable Activrties
Other Income 32
Expenditure on charitable activities
32
Analysis of expenditure on charitable activities
Trustees33
Staff Costs
Employees
10. Fixed Assets
11. Debtors 34
12. Creditors - amounts falling due within one year
13. Provision for liabilities 35
14. Analysis of net assets between funds at year end
15. Movements in funds - Current Year 36
16. Movements in funds - Prior Year
36
17. Purpose and nature of restricted funding
18. Pensioncosts 37
19. Taxation 37
20. Operating Lease commitments
21. Related paty transactions
32
33
33
34
35
37
37
37
Accounting policies
a) Accounting basis
These financial statements have been prepared under the historical cost
convention with items recognised at cost or transaction value, unless otherwise
stated in the relevant note(s), in accordance wth..
The Charities Act 2011
The Companies Act 2006
The Financial Reporting Standard applicable in the UK and the Republic of
Ireland". FRS 102
Accounting and Reporting by Charities.. Statement of Recommended
Practice (Charities SORP FRS 102 - second edition).
11> There has been no change in the accounting basis from the previous year.
iii) The charity meets the definrtion of a public benefit entty as defined by FRS 102
iv) The Trustees considerthat there are no material un￿rtaintieS about the charity's
ability to continue as a going concern.
v) The functional currency of Citizens Advice 1066 is £ Sterling and is the
presentation currency of these accounts, rounded to the nearest pound.
page 29

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
b) Incoming resources
i) Grants receivable
Grants made to finance the activities of the local Citizens Advice are credited to
the income and expenditure account in the period to which they relate. Income
is only credited when any conditions for entitlement have been met. The
'Performance Model. is used for recognition of grant income.
ii) Bank interest
Bank interest is included in the income and expenditure account on receipt
iii) Other income
Other income, including donations, grfts and covenants are included on receipt
iv) Intangible income
In addition to the above, the charity also re￿iVeS help and support in the form of
voluntary assistance in advising the public.
The financial value of services provided by volunteers has not been included in
these accounts", however, the management team of Citizens Advice 1066
acknowledges and greatly appreciates the high contribution which volunteers
make to the charity with their enthusiasm and dedication. The number of
volunteers and the financial benefit provided by them has been evaluated in the
trustees. report.
v) Deferred income
Grants received in advance of the period in which the funder requires the
expenditure to be applied will be reflected in deferred income within the balance
sheet.
c) Expenditure, Support Costs & Irrecoverable VAT
Expenditure is recognised once there is a legal or constructive obligation to make
a payment to a third party, it is probable that settlement will be required and the
amount of the obligation can be measured reliably. All expenditure is accounted
for on an accruals basis.
Expenditure is classified under the following headings..
Expenditure on charitable acts'vities tsken to further the objectives of the
charity
Other expenditure, which represents those rtems not falling into the above
heading.
Support costs relate to functions which are necessary to support the work of the
charity but which are not, in themselves, charitable activities. The apportionment
of support costs between the supported charitable activities is based upon the
estimated amount of support time and resource drawn by each supported
activity. Details of the apportionment are set out in note 5.
The charty was not registered for VAT in the reporting year. All VAT payable has
been charged to the same expendrture heading as the associated underlying
costs.
page 30

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 {contd.)
d) Fixed assets and depreciation
Fixed assets purchased are included at cost. Items are capitalised if their value
is over £1,000. Fixed assets transfe￿ed from RDCAB are included at fair value.
Depreciation is charged on a straight-line basis on the costs of the assets, or
their fair value at acquisition, over their estimated useful lives as follows..
Land and Buildings
5 years or period of lease if shorter
Fixtures, fittings and equipment
3 years or period of lease if shorter
Computers
3 years
e) Restricted funds
Income received for restricted purposes is included in a separate restricted fund
against which appropriate expendrture is allocated.
fj Pension
The charity operates a defined contribution group personal pension plan for its
employees. Employer contributions are charged to the income and expenditure
account in the period in which they are incurred.
g) Leases
Rental costs under operating leases are charged to the statement of financial
activities in equal amounts over the period of the leases.
h) Financial Instruments
The trust holds only financial assets and liabilities that qualify as basic financial
instruments.
Donations and legacies
Unrestricted
Restricted
Total
2025
Total
2024
18,404
1,512
116,603
2,238
Legacy received
Donations
18,404
1,512
In December 2023 a Bexhill resident who had previously volunteered at the local Citizens
Advice Bureau office kindly remembered the bureau in her will. The sum of £116,603 was
5t
received in the year to 31 March 2024 and a further £18.404 in the current year. The legacy
is to be spent for the benefit of Bexhill residents. The directors are extremely grateful for this
bequest.
page 31

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
Income from Charitable Activities
Unrestricted
Restricted
Total 2025
Total 2024
Energy Advice Programme
Financial Capability
The Foreshore Trust
Tackling Fuel Povety
Togetherl Warm Spaces
MASDAP
ESCC (Warm Home Check
Service)
Energy Development
Programme - Sussex
NHS Sussex
UK Power Ne￿orkS
Trussell Trust
Rother District Council
ESCC: People and Place
LEAD
Other Grants and fees
12,976
74,000
42,108
67,155
67,155
21.054
21,054
88,423
73,605
162,028
57,000
55.498
55.498
55,860
95,479
95,070
95.070
82,020
18.745
100,765
75,252
441,822
46,883
85,000
73,940
74,352
285,003
78,376
85,000
39,800
69,150
64,585
1,107,629
75,252
441,822
46,883
85,000
116,730
23,975
844.413
116,730
88.725
1,355,982
64,750
511,569
Other Income
Unrestricted
Restricted
Total
2025
Total
2024
Bank interest
Other
10.642
880
11,522
10,642
880
11,522
6,567
6,567
Expenditure on charitable activities
Charitable Activity
Unrestricted Restricted
Total
2025
Unrestricted Restricted
Total
2024
Generalist Advice
Debt and Benefits Advi
Energy Projects
Financial Capability
Universal Healthcare
Trussell Trust
ESCC.. People & Places
222,430
15.921 238,351
58,690
58,690
702,886 790,512
67,340
67.340
47.697
47,549
172,712
172.712
56,952
56,952
357,093 509,145
74,826
74,826
38,795
80,106
80,106
39,808
39,808
608,785 972,344
87,626
152,052
47,697
38,795
47,549
357,753
892,386 1,250.139
363,559
page 32

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
6. Analysis of expenditure on charitable activities
Generalist Debt and
Advice
Benefits
Advi
Energy
Projects
Financial
Universal Trussell Total 2025 Total 2024
Capability Healthcare
Trust
Direct costs".
Salaries
143,094
47,767 610,560
59.694
38,355
41,430
940.900
642.232
Staff
volunteer5
103
8,035
3,481
4,572
1,860
1,500
Other costs
71,007
4.872 100.554
3,000
42
179,475
191,491
Support costs
19,678
6,051
77,538
7,646
4,842
5.974
121.729
135,140
238.351
58,690 790.512
67.340
47,897
47,549 1,250,139
972,344
Support Costs:
staff & volunteers
1,511
538
7.298
753
414
521
11.035
8,433
offi￿ costs
9,012
3,272
39,907
3.048
3.286
62,591
78.901
Premises costs
6,045
1.647
22.365
2.169
1,371
1.629
35,226
38,522
Govemance cost
3,065
574
7,849
529
12.667
9.069
Other costs
45
20
119
14
210
215
19.678
6.051
77,538
4,842
5.974
121,729
135,140
Basis of allocation.. Salaries, staff & volunteer costs and other costs are allocated directly to
the projects to which the expenditure relates. Other costs including support costs are
allocated on the basis of staff & volunteer hours worked on the respective projects.
Included in governance costs are payments to the Auditor of £11.049 (2024 - £9,000).
Trustees
During the year no remuneration or benefits for services as a directorltrustee have been paid
or were payable, directly or indirectly, out of the funds of the charity to any trustee or to any
person known to be connected with them.
Travel costs amount to £nil (2023 - £nil) were reimbursed to members of the Trustee Board.
2025
Stsff Costs
2024
Wages and salaries
National insurance costs
Pension costs
850,326
68,132
22.442
940,900
579,457
46,084
16,691
642,232
page 33

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
Employees
The average monthly number of employees during the year was as
follows..
2025
Administration
Operational staff
2024
32
35
23
25
No employee re￿iVed remuneration amounting to more than £60,000 in the period
(2024.. None).
10. Fixed Assets
Land &
Buiklings
Fixtures.
fftb'ngs and
equipment
Total
Cost or fair value
At 1 April 2024
Additions
Disposals
68,106
8.066
76,172
Cost 31 March 2025
68,106
8,066
76,172
Depreciation 1 April 2024
Charge for the year
Disposals
48.581
11.685
4.080
3,986
52,661
15,671
Depn 31 March 2025
60.266
8.066
68,332
NBV as at 31 March 2025
7,840
7,840
NBV as at 31 March 2024
19.525
3,986
23,511
11. Debtors
2025
2024
Debtors
Accrued Income
141,916
101,335
243,251
205,215
67,558
272,773
12. Creditors - amounts falling due within one year
2025
2024
Creditors
Accruals
Deferred Income
76,204
85,860
11,000
173,064
20,090
44,965
98,111
163,166
page 34

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
13. Provlslon for liabilities
2025
2024
A provision for repairs and refurbishment at the Bexhill
premises was transferred across from RDCAB on merger.
The trustees made a further provision in 202314 for future
refurbishment of the interior of the St Leonards premises
which is expected to take place in 202516.
At 31st March 2025 a provision for restructuring costs has
been rnade, following a decision to reorganise staff
resources to match a reduced level of expected future
income, after several projects were completed during the
current reporting year.
125,097
112,497
14. Analysls of net assets between funds at year end
2025
2024
Unrestricted
Restricted
Total
Total
Tangible Fixed Assets
Current Assets
Current Liabilities & Provisions
7.840
7,840
23,511
1,000,417 824,966
{298,161) (275,662)
1,000,417
(298,161)
702,256
7,840
710,096 572,815
page 35

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
15. Movements in funds - Current Year
1Apr
2024
Income
Expenditure Transfers 31 Mar
2025
Restricted Funds
MASDAP
Financial Capability
Trussell Trust
UK Power Networks
Energy Development
Programrne
LEAD
TFPTI Warm Spaces
Other restricted funds
RDCAB fixed assets
55,498
67.155
46,883
441,822
(58,690)
(67,340)
(47,549)
(463,670)
3,192
185
666
14,362
7,486
18,745
116,730
73,605
23,975
(19,242)
(121,514)
(81,296)
(33,085)
497
1,994
7,691
9,110
(15,671)
2,790
23,511
7,840
Total Restricted Funds
33,787
844,413
892,386
22,025
7,840
Total Unrestricted funds
539,028
543,007
357,753
22,025
702,256
Total Funds
572,815
1,387,420
1,250,139
710,096
16. Movements in funds - Prior Year
1Apr
2023
Income
Expendrture Transfers
31 Mar
2024
Restricted Funds
MASDAP
Financial Capability
UK Power Ne￿orkS
Energy Advice Programme
Trussell Trust
ESCC People & Pla￿$
LEAD
RDCAB fixed assets
Total Restricted Funds
55,860
74,000
285,003
12.976
78,376
39,800
69,150
(56,952)
(74,826)
(277,517)
(13,216)
(80,106)
(39,808)
(66,360)
1,092
826
7,486
240
1,730
2,790
23,511
33,787
39,237
39,237
15,726
11,830
615,165
608,785
Total Unrestricted funds
272,884
617,872
363,559
11,830
539,028
Total Funds
312,121
1,233,037
972,344
572,814
page 36

CITIZENS ADVICE 1066
NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 March 2025 (contd.)
17. Purpose and nature of restricted funding
MASDAP.. a Debt Advice Project (2016-25) funded by the Money Advice Service
(latterly Money and Pensions Service) (Debt Advice).
Financial Capability work is funded by East Sussex County Council through the
Additional Measures grant to provide generalist debt advice.
Energy Advice Programme was funded via the national Citizens Advice servi￿.
Regional Energy Lead to help people cut their energy bills and get financial support
Trussell Trust: funding for financial inclusion advisers in Hastings Food Bank
ESCC People and Place.. funding via ESCC for an energy advice research,
engagement and delivery project working across multiple partners
UK Power Networks . funding for fuel povety advice and low carbon transition advice
delivered across the whole of East Sussex
LEAD: funded by the Department for Energy and Net Zero through the Regional Low
Carbon Hub
18. Penslon costs
A pension scheme for employees is operated on a defined contributions basis. The scheme
is open to all employees at any time. The company contributes up to 60/0 of pensionable
earnings to match employees, contributions. The assets of the scheme are held separately
from those of the company in an independently administered fund. The fund administrators
are The Pensions Trust and the scheme is the Flexible Retirement Plan.
The pension cost shown in the accounts for the year represents contributions payable by the
company and amounted to £ 22,442 (2024 - £16,691). There were no contributions payable
or outstanding at the year end.
19. Taxation
The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act
1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are
applied to its charitable objects.
20. Operating Lease commltments
At 31 March 2025 Citizens Advice 1066 had the following future minimum lease payments
under operating leases in relation to the lease of premises and photocopiers-.
Not later than one year £12,683
Later than one year and not later than five years £9.590
Later than five years £ nil.
21. Related party transactlons
There have been no related paty transactions identified in accordance with FRS102.
page 37