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2023-03-31-accounts

Devon Partnership NHS Trust

Supporting you to live well

Devon Partnership NHS Trust Charity – registration 1056669

Our vision

Our mission

You can view a copy of our Special Charity Annual Report 2022/23 at www.dpt.nhs.uk If you would like a hard copy, please call 01392 208 700.

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Annual Report 2022/23

Welcome from Tanya Barron, Chair of the Charitable Funds Committee ................4 How your donations and fundraising have helped so many people this year ..........6 About our DPT Charity ........................................................................................14 Fundraising .........................................................................................................17 Celebrating our fundraisers .............................................................................17 Other sources of fundraising ...........................................................................13 Charity Lottery ................................................................................................19 Legacies ..........................................................................................................19 NHS Charities Together and Grant Income ......................................................20 Next steps for the DPT Charity ............................................................................21 Finance Report ....................................................................................................23 Income for the year ended 31 March 2023 .....................................................23 Charity Fund Balances .....................................................................................25 Structure, Governance and Management of the Charitable Funds .......................................................................................26 History and organisation of our DPT Charity ....................................................26 Charitable Funds Committee ...........................................................................27 Corporate Trustee ...........................................................................................28 Relationships with Related Parties/External bodies ...........................................29 Trustee Induction and Training ........................................................................29 Investment Policy and Performance .................................................................29 Reserves Policy ................................................................................................30 Grant Making Policy ........................................................................................30 Risk Management Policy .................................................................................30 Charity details .....................................................................................................31

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Devon Partnership NHS Trust Charity – registration 1056669

Welcome from Tanya Barron, Chair of the Charitable Funds Committee

At our DPT Charity, we rely on the incredible generosity of our community to make a difference to the lives of individuals with mental health, learning disability and neurodiversity needs in Devon. Our funding comes from a variety of sources, including donations and fundraising initiatives from those who use our services, their families, our dedicated staff and volunteers, the general public, and legacies.

Our main goal is to provide hope and support to those who need it most, going above and beyond that which the NHS can finance. The funds we raise play a vital role in transforming the lives of the people we care for, enabling us to create an environment that encourages recovery, wellbeing, and a strong sense of community.

It has been an active year for our charity. Thanks to grants from NHS Charities Together and the generosity of our supporters, we’ve been able to achieve some amazing milestones. These funds have allowed us to introduce unique therapies, enhance our facilities both inside and out, and support the wellbeing of both our dedicated staff and the individuals we serve.

Some of the key highlights from the past year have been:

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Annual Report 2022/23

In conclusion, the incredible kindness and support of individuals has been the driving force behind our accomplishments. We are profoundly grateful for every donation, every fundraising initiative, and every act of compassion that has propelled us forward. However, our journey doesn’t end here. We rely on your ongoing support and contributions to sustain our impact and reach even greater heights. Your involvement can create a lasting difference in the lives of those facing mental health and learning disability challenges in Devon.

Tanya Barron

Chair of the Charitable Funds Committee Non-Executive Director of Devon Partnership NHS Trust

Tanya has senior experience in many fields, notably the care, disability and international development sectors. She is a former Chief Executive of Home-Start International and Plan International UK, and was International Director of Leonard Cheshire Disability. Tanya was Chair of the UNICEF NGO Committee in Geneva for seven years and her current non-executive roles include Hertfordshire Partnership University NHS Foundation Trust, the Education Development Trust and the Chair of Affinity Trust.

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Devon Partnership NHS Trust Charity – registration 1056669

How your donations and fundraising have helped so many people this year

Chaplaincy

Thanks to the generous funding of our DPT Charity and regional mental health teams, DPT’s Chaplaincy team is now able to take on an exciting pilot project which will place them at the frontline of mental health services, providing support to people in the community as part of the new Community Mental Health Framework (CMHF). In the CMHF, mental health care is provided in collaboration with and with support from GPs, local authorities, the voluntary sector, housing and employment agencies, and local community groups such as faith groups. The ethos of the Community Mental Health Framework is very much about caring for the whole person and what matters to them. This aligns neatly with what Chaplains are trained to explore and are experienced in delivering – learning about a person’s values, aspirations, ideals, concerns, and the philosophy by which they live.

Head of Staff Health and Wellbeing

Thanks to the backing of NHS Charities Together, we have been able to fund this new staff role. The health and wellbeing programme has achieved significant milestones in 2022/23, thanks to the following key successes: the creation of an extensive staff survey, successful execution of the Bystander Activation Training Programme, establishment of improved governance structures, securing long-term funding through partnerships, and fostering a collaborative team approach. These accomplishments have had a positive impact on the health and wellbeing of our staff.

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Annual Report 2022/23

Adaptive Bike Sessions

Growing older and having poor mental health shouldn’t mean that people have to stop enjoying cycling and all the health benefits it brings. Unfortunately, this is the reality for many people who are admitted to Franklyn Hospital in Exeter which has two wards for the assessment and treatment of older people with severe mental health needs including dementia. Thanks to our DPT Charity, we have teamed up with FreeTrikes whose adaptive trikes, expertly tailored to people with extra needs, are bringing back the joy of cycling. Having three wheels, the trikes provide much greater stability for the rider and mean that issues with balance are not a problem. The trikes are recumbent, meaning that you sit in a reclined position with your legs stretched out in front, again providing stability and confidence. Other modifications can include single-sided hydraulic braking for those with a loss of grip strength on one side, and a variety of pedalling systems such as pedal assist motors, or trikes driven by arm-power rather than the legs.

Metal Detector Pilot

The wellbeing of our staff is crucial to our ability to provide the best care for our patients so our DPT Charity is always keen to support initiatives which contribute to staff wellbeing.

Our Staff Physical Health and Wellbeing Team were keen to set up a metal detecting group which provides an opportunity for staff to focus on a mindful activity, outside in nature, which is not too physically demanding.

It’s a sociable activity too and evidence shows that it can help people struggling with anxiety, depression and PTSD. The group have made some interesting finds.

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Devon Partnership NHS Trust Charity – registration 1056669

Double Elephant Print Workshop

We were delighted to have the opportunity to work with Exeter-based Double Elephant Print Workshop (DEPW) this year, funded by our DPT Charity. Artists Rose and Simon brought their portable print workshop to two of our wards in Exeter and inspired patients to create works of art using the interesting shapes provided by leaves and vegetation in combination with printing inks. The beautiful results can be seen here and there was a real feeling of accomplishment and pride in the patients for what had been created.

NHS Rainbow Badges

Have you seen any of our staff wearing an NHS Rainbow Badge? They are a small but powerful symbol of support for those who identify as LGBTQI+ (Lesbian, Gay, Bisexual, Transgender, Queer, Intersex, the plus sign means that we are inclusive of all identities). It shows that people shouldn’t be afraid to talk to them about issues relating to their sexuality or gender identity or fear discrimination – they will listen without judgement and signpost to support if necessary. Thanks to our DPT Charity, over 1,000 of our staff proudly wear these badges and have pledged their support.

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Annual Report 2022/23

Haytor Walled Garden

Our DPT Charity was able to help enhance the Haytor Ward Walled Garden by supporting the installation of artificial turf to improve the wellbeing of our colleagues and patients. Steve Grant, Occupational Therapy Assistant at Haytor Ward, said:

We had a small plot of land in our therapy Walled Garden that was devoid of sunlight. Many patients made suggestions of using this area to sit and enjoy the garden and together we saw the potential for it to become a social and therapeutic area. As with all our person-centred approaches, we asked patients over a period of weeks to share their thoughts on what would enhance this area with the majority suggesting artificial turf as it looked less harsh than hard landscaping, offered low maintenance in the long-term, and was in keeping with the natural environment we were aiming to achieve. The therapy Walled Garden is our little ‘utopia’ away from the ward with lush foliage and a mixture of ornamental and vegetable plants. It’s a secluded and quiet space where people can sit and relax. There are always a variety of on-going projects to get actively involved in. It is seen as invaluable for those further on in their recovery pathway who either want support to take part in a meaningful activity or to relax with a cup of tea and a chat. This is a wonderful addition to the Haytor Walled Garden and was only made possible with access to charitable funds. Thank you to everyone that has donated to the DPT Charity.m

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Devon Partnership NHS Trust Charity – registration 1056669

Walled Garden, Haytor Ward

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Annual Report 2022/23

Leg Press at Langdon Hospital

Patients at Langdon Hospital near Dawlish benefit greatly from the presence of well-equipped gyms, enhancing their physical and mental wellbeing during their stay. Our DPT Charity’s support has made a significant impact by helping procure a much-needed leg press for the gym on the MSU (Medium Secure Unit) ward.

This new addition allows patients of all abilities to engage in a comprehensive resistance workout, promoting holistic rehabilitation and safe exercise practices. The funding, provided through a grant from NHS Charities Together, has enabled Langdon’s Physical Therapies Team to continue offering diverse physical activities, supporting patients’ overall recovery. Additionally, Langdon staff can utilize the gym outside of patient hours, fostering a culture of wellbeing for all. Lead Physical Health Practitioner, Arran Hornewood, explains the importance of the gym at Langdon:

Even having one new piece of equipment is a big deal... We are grateful to our DPT Charity for helping us purchase a leg press for the gym on the MSU. The updated equipment enhances patient wellbeing and experience.

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Devon Partnership NHS Trust Charity – registration 1056669

Animal Therapies Franklyn Hospital

Zoe Fischer, Occupational Therapy Assistant at Franklyn Hospital in Exeter

Our animal therapy programme at Franklyn Hospital in Exeter has had a profound impact on our patients. The interactions with the animals have brought joy, relaxation, and a sense of connection. It’s amazing to witness the positive impact it has on their wellbeing and recovery. With generous funding, we’ve provided enriching activities, including alpaca visits, interactions with small animals, and captivating encounters with birds of prey. These experiences have created a soothing and comforting environment, fostering relaxation, social connections, and emotional support for our patients. Sustaining and expanding this programme is crucial to continue delivering these therapeutic benefits and improving the overall experience for our patients at Franklyn Hospital.

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Annual Report 2022/23

Care Experienced Christmas Hampers

With support from our DPT Charity, the team at Children and Family Health Devon along with their partners from social care and the food bank successfully created and distributed 245 Christmas Hampers to support the local cared for community, specifically focusing on individuals aged 16-25 with lived experience, trauma, adverse childhood experiences, limited support and networks, as well as those living alone or being parents themselves. These hampers were meticulously curated to provide safety, comfort, usefulness, and even a touch of luxury. They personalised them by considering dietary needs and incorporating non-food items. The heartfelt feedback they received speaks volumes:

Words cannot express my gratitude to the incredible individuals behind the creation of the Hamper. It has truly been a lifeline for me. Their kindness and generosity have made an immeasurable difference in my life. I am overwhelmed with appreciation. Thank you from the bottom of my heart.

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Devon Partnership NHS Trust Charity – registration 1056669

About our charity

The primary aim of our DPT Charity is to improve the lives of individuals with mental health, learning disability and neurodiversity needs by enhancing the care provided by Devon Partnership NHS Trust. The DPT Charity works alongside the Trust as its trustee, enabling our dedicated staff to go above and beyond to support our communities. Importantly, the charity has also provided support for staff wellbeing.

Our DPT Charity depends on the kindness and generosity of diverse sources to fuel our charitable initiatives. The majority of our funding comes from a wide array of contributors, including the individuals who benefit from our services, their caring families, our passionate staff members who go above and beyond, the wider public and legacies.

It is through the collective support of these varied sources that we are able to make a real impact on the lives of those with mental health and learning disability needs. Each contribution, no matter the size, plays a crucial role in empowering us to provide additional care and support that goes beyond the scope of what the NHS can provide.

With the involvement and generosity of our communities we can continue to make a difference, bringing hope and transformative experiences to individuals in Devon who require our assistance. Your donations and support are the backbone of our ability to create a brighter future for those facing mental health, learning disability and neurodiversity challenges. Together, we can build a more compassionate and inclusive society.

Our objective is to instil hope and offer support to those with mental health and learning disability needs throughout Devon. The funds we raise have a significant impact on the individuals we care for, surpassing what the NHS can provide.

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Annual Report 2022/23

We raise funds to support projects falling under the following categories:

By channelling our resources into these areas, we strive to make a meaningful and lasting difference in the lives of those we serve. With the continued support of compassionate individuals like you, we can fulfil our mission of providing comprehensive care, fostering wellbeing, and pushing the boundaries of mental health and learning disability services in Devon.

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Ben and Alexandra

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Annual Report 2022/23

Fundraising

Celebrating our fundraisers

Throughout the year, our incredible fundraisers have achieved remarkable feats, uniting communities and generating vital funds. From thrilling adventure challenges to creative community events, their passion and dedication have made a significant impact. We are grateful for their unwavering support, which has propelled us toward our goals. Together, we have transformed lives and inspired hope for a better future.

Here are some of our other fundraisers’ fantastic achievements:

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Devon Partnership NHS Trust Charity – registration 1056669

The community’s response to fundraising and donations this year has been truly incredible. Their unwavering support enables us to extend our care even further.

Tanya Barron Chair of the Charitable Funds Committee

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Annual Report 2022/23

Other sources of fundraising

Charity Lottery

We work in partnership with Your Charity Lottery to give anyone who wishes to enter the chance of winning 82 cash prizes every week, with a jackpot prize of £1,000 and rollover prize of up to £10,000. From just £1 per week, people play responsibly to make a

difference to the lives of people who use our mental health and learning disability services. The Charity Lottery raised £3,000 in its second year. Find out how to join here:

www.dpt.nhs.uk/special-charity/ways-to-support/join-our-lottery

Legacies

The Trust received a significant legacy of just under £0.7m in June 2022 which through consultation with the Executors has been designated first and foremost for the benefit of patients and staff at St John’s Court in Exmouth and then to the Adult and Older Persons mental health funds more generally.

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Devon Partnership NHS Trust Charity – registration 1056669

NHS Charities Together and Grant Income

NHS Charities Together and Grant Income We are proud to be a member of NHS Charities Together which has continued to provide support to our charity via grants, networking opportunities, training and campaigns. NHS Charities Together funding comes from public fundraising for the NHS.

NHS Charities Together has provided grant funding as follows:

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Annual Report 2022/23

Next steps for the DPT Charity

Together, we can make a difference! Here are our DPT Charity priorities for the next 12 months:

Build a strong foundation:

Streamline operations:

Boost visibility:

Diversify fundraising:

By focusing on these key areas, our DPT Charity aims to grow and make a significant difference in supporting patients and their needs.

We recognise the significance of mental health and the need to support wellbeing. The impact of the rising cost of living over the last year has unfortunately affected what our dedicated supporters are able to donate. We understand that our communities face financial constraints due to increased expenses which limit their ability to contribute as generously as before and we continue to monitor this. However, despite these challenges, we remain committed to our mission of supporting people with mental health, learning disability and neurodiversity needs. We have witnessed remarkable success and engagement in recent times, which demonstrates the potential for making a genuine difference in people’s lives. Together, we can ensure that mental health and learning disabilities remains a priority and that individuals receive the care and support they need to thrive.

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Devon Partnership NHS Trust Charity – registration 1056669

Six incredible individuals have conquered the 13.1 miles of the Exeter Great West Run, showcasing their remarkable running achievement and raising funds.

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Annual Report 2022/23

Finance Report

Income for the year ended 31 March 2023

In the 2022/23 financial year, the Charity had incoming resources of £89k made up of:

The chart following shows a comparison of income for this year against the previous four years:

Income comparison

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Donations & Grants Legacies Investments
Fundraising
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Devon Partnership NHS Trust Charity – registration 1056669

Expenditure for the year ended 31 March 2023

During 2022/23, the Charity spent £56k on charitable activities supporting patients’ and staff welfare and amenities. Examples of this can be seen within the ‘How your support has made a difference’ section of this report.

The Charity spent £20k on administration, governance and support costs including the Trust’s administrative charge for services provided, a contribution to the NHS Charities Together membership and audit fees.

The following chart details a comparison of expenditure between 2021/22 and 2022/23 showing an increase in patient welfare and amenities as exposure of the Charity continues to grow and a decrease in staff welfare and amenities following the usage of Covid-19 grants.

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Analysis of expenditure 2020/21
2021/22
£80,000 2022/23
£70,000
£60,000
£50,000
£40,000
£30,000
£20,000
£10,000
£0
Patient Staff Staff Governance Fundraiser
welfare and welfare and training and costs
amenities amenities development
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Annual Report 2022/23

The Charity paid a balance of £156k (£206k in 2021/22) to Devon Partnership NHS Trust for transactions undertaken through the Trust accounts payable function, including £5k for the statutory audit fee.

The Charity’s income and expenditure for the year is displayed in the graph below:

Charity Income and Expenditure 2022/23

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£1,300,000
£40,132
£63,842
£1,200,000
£44,273
£56,405
£13,708
£1,100,000
£1,157,656
£1,108,108
£1,000,000
Opening Grants Fundraising Expenditure Fundraiser Admin Closing
Balance & & Other & Support Costs Balance
Legacies Income Costs
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Charity Fund balances

The Charity Fund balances at 31 March 2023 were £1.10m (£1.15m in 2021/22), incorporating net decrease of £50k (£589k spend in 2021/22) from the end of the 2022/23 financial year.

Fund Balances Year on Year

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Devon Partnership NHS Trust Charity – registration 1056669

Structure, Governance and Management of the Charitable Funds History and organisation of the DPT Charity

The Charity was created by Trust Deed on 25 June 1996 when it was named as the Exeter & District Community Health Service Charitable Funds. In February 2009 it was renamed Devon Primary Care Trust Charitable Fund and Other Related Charities. On 8 March 2013, the Charity was transferred to Devon Partnership NHS Trust, who assumed Corporate Trustee status from that date, with the Charity being renamed Devon Partnership NHS Trust Special Charity in April 2013. In April 2020 the decision was made to introduce a working name for the charity which was introduced via a Covid-19 Appeal in response to the pandemic, this was our DPT Charity.

Within the Charity are a number of earmarked (designated) funds relating to particular wards and departments. The Charity manages spending through Fund Managers for each Directorate to spend in accordance with agreed authorisation limits. Fund Managers for each of the designated funds manage these funds on a day-to-day basis within the standing financial instructions, standing orders and powers of delegated authority set by the Corporate Trustee. The Trustee oversees the management of the funds and has the authority to amend a fund purpose or amalgamate funds under a de minimis level.

The Corporate Trustee is Devon Partnership NHS Trust. The Executive Directors and Non-Executive Directors of the Trust Board share responsibility to ensure that the NHS body fulfils its duties as Corporate Trustee when it manages the charitable funds. The Chair and Non-Executive Directors are appointed by NHS England/Improvement. The Chief Executive and Executive Directors are appointed by the Board. During the year, the Board of Devon Partnership NHS Trust on behalf of the Corporate Trustee, has delegated responsibility to manage the charitable funds to the Charitable Funds Committee. This Committee has delegated powers to appoint other committees as required and set up a Fundraising Committee.

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Annual Report 2022/23

The Director of Corporate Affairs, as nominated Executive Lead for the Charity, is responsible for the dayto-day management and control of the administration of the Charitable Fund. The Director of Corporate Affairs has particular responsibility to ensure that the spending is in accordance with the objectives and priorities agreed by the Charitable Funds Committee and the Board; that the criteria for spending the charitable monies are fully met; that full accounting records are maintained; and that devolved decision making or delegated arrangements are in accordance with the policies and procedures set out by the Board on behalf of the Corporate Trustee.

The Charitable Funds Committee is in place to co-ordinate the provision of assurance to the Trust Board, that the funds are accounted for, deployed and invested in line with legal and statutory requirements. The Committee ensures the stewardship and effective management of funds which have been donated, bequeathed and given to our DPT Charity for charitable purposes. In addition, the Committee reviews the Charity’s investment Strategy and ensures the investment of funds is ethical and compatible with the objective of improving health and healthcare, in accordance with its investment policy.

The Committee approves items of expenditure that exceed the delegated limits in accordance with the Terms of Reference.

Charitable Funds Committee

During the year ended 31 March 2023 the membership of the Charitable Funds Committee (CFC) was made up as follows:

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Tanya Barron Non-Executive Director – CFC Chair
Ian Turner Non-Executive Director
Dinah Cox Non-Executive Director
Laura Hobbs Director of Corporate Affairs
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Devon Partnership NHS Trust Charity – registration 1056669

Corporate Trustee

The Corporate Trustee for our DPT Charity is Devon Partnership NHS Trust. The Non-Executive and Executive Directors who served Devon Partnership NHS Trust during the financial year ended 31 March 2023 are as follows:

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Andy Willis Chair Non-Executive Director
Melanie Walker Chief Executive
Director of Nursing and Professions (title amended to Chief Nurse) and appointed
Chris Burford
Interim Chief Operating Officer from 10 October 2022
Deputy Chief Executive Officer and Director of Finance (title amended to Chief
Phill Mantay
Finance Officer)
Sue Smith Chief Operating Officer (retired 3 March 2023)
David Smith Interim Director of HR and Organisational Development (retired 30 September 2022)
Liz Perry Chief People Officer, appointed 26 September 2022
Medical Director for South West Provider Collaborative and interim Joint Medical
Dr Jason Fee
Director for DPT (ended 30 November 2022)
Medical Director for Devon Mental Health, Learning Disability and Neurodiversity
Dr Colm Owens Provider Collaborative and interim Joint Medical Director for DPT (ended 30
November 2022)
Dr Fintan Larkin Chief Medical Officer (commenced on 1 December 2022)
Laura Hobbs Director of Corporate Affairs
Dr Sonja Manton Director of Strategy and Partnerships, appointed 1 November 2022
Programme Director for South West Provider Collaborative (member from 4 July
Anne Forbes
2022)
Jacquie Director for Mental Health, Learning Disability and Neurodiversity (MHLDN) Provider
Mowbray-Gould Collaborative for South West Provider Collaborative (member from 4 July 2022)
Tanya Barron Non-Executive Director
Gerry Marshall Non-Executive Director (ended 28 February 2023)
Ian Turner Non-Executive Director
Martin Beaman Non-Executive Director
Dinah Cox Non-Executive Director, appointed 1 October 2022
Simon Hamilton Non-Executive Director, appointed 1 September 2022
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Annual Report 2022/23

Relationships with Related Parties/External Bodies

Our DPT Charity maintains close links with staff and patients across the Trust in order to support them and supplement staff training and development.

The Corporate Trustee is a member of the Health Financial Management Association (HFMA) and receives regular updates and bulletins on matters affecting NHS Charity funds from the HFMA Charitable Funds Special Interest Group.

The Charitable Funds Committee and Corporate Trustee are made up of Trust Board members of Devon Partnership NHS Trust. The business of the Charity is dealt with separately from that associated with exchequer funds, for which Trust Board members are also responsible. Declarations of personal interest are made at the start of each Committee meeting at Trust Board meeting; these are available for public inspection by application through Devon Partnership NHS Trust or via the Trust’s website – www.dpt.nhs.uk .

The Charity did not pay any expenses during the year to any member of the Devon Partnership NHS Trust nor to any member of the Charitable Funds Committee and members did not receive any honoraria or emoluments from charitable funds in the year.

Trustee Induction and Training

All Charitable Funds Committee members can access external training, are guided by the Healthcare Financial Management Association charitable funds literature, receive updates on charitable funds and fundraising policy through Committee meetings and can access professional advice if considered appropriate.

Training material is available for new Executive and Non-Executive Directors on their responsibilities as Board members of the Corporate Trustee of our DPT Charity. This will include an introduction to the objectives, scope and policies of the Charitable Funds and training more generally regarding NHS Charitable Funds.

Investment Policy and Performance

The Charity’s investment powers are broad but subject to a restriction that no speculative or hazardous investments, specifically futures or traded options, are allowed.

The Charity reviews its investment decisions annually. Currently the approach is risk averse and includes placing monies on deposit for one year.

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Devon Partnership NHS Trust Charity – registration 1056669

Risk Management Policy

The Corporate Trustee Risk Management Policy is detailed in its R03 Risk Management Framework. This Framework details the process to be used in identifying risks and controls, assessing risks and evaluating the actions required. This information is consolidated onto a Risk Register.

The major risks, to which the Charity is exposed to have been reviewed and systems have been established to mitigate those risks. The Charitable Funds Committee on behalf of the Trustee has established review processes to review, monitor and mitigate these risks.

Grant Making Policy

The Charity has issued restricted grants previously. Where relevant these are disclosed under ‘Relationships with Related Parties/External Bodies’ section. The Charity has not paid any grants during 2022/23.

Reserves Policy

The Corporate Trustee calculates the reserves as that part of the Charity’s unrestricted income funds that is freely available after taking account of designated funds that have been earmarked for specific projects.

Unrestricted reserves at 31 March 2023 currently stand at £1,077,000 Less designated funds (£67,000) Total free reserves £1,010,000

The Corporate Trustee regularly review balances held in designated funds. Where it is decided that the designation is no longer necessary or the fund has been inactive for a significant period of time, the funds are closed and transferred to reserves.

The trustees have no material recurring commitments for which it would be prudent to hold reserves against uncertainties.

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Charity name: DPT Charity Address: Wonford House Dryden Road Exeter EX2 5AF Email: dpt.charity@nhs.net Registration number: 1056669

Finance Team

Amanda Woodward – Charitable Funds Accountant Sophie Hudson – Assistant Charitable Funds Accountant

Fundraising Team Daniel Robson – Head of Fundraising

Bankers Barclays Bank PLC 3 Bedford Street Exeter EX4 3LL

If you require this report in a different format or language please ask a member of our staff.

If you would like to provide feedback about our service please contact:

Independent examiners Grant Thornton 2 Glass Wharf Bristol BS2 0EL

www.dpt.nhs.uk/charity

Patient Advice and Liaison Service (PALS)

Devon Partnership NHS Trust Wonford House Dryden Road Exeter, EX2 5AF t: 01392 675 686 e: dpt.pals@nhs.net

www.dpt.nhs.uk

Reference: 20/11/23

Devon Partnership NHS Trust Special Charity

Accounts for the Year Ended 31 March 2023

Registered Charity 1056669

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DEVON PARTNERSHIP NHS TRUST SPECIAL CHARITY

FUNDS HELD ON TRUST

ANNUAL ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023

The following accounts have been prepared in accordance with the requirements of the Charities Act 2011, the Charities (accounts and reports) regulations 2008 and the Charities SORP (revised 2005).

STATUTORY BACKGROUND

Devon Partnership NHS Trust is the Corporate Trustee of the funds held on trust under paragraph 16c of Schedule 2 of the NHS and Community Care Act 1990.

Devon Partnership NHS Trust Special Charity is registered with the Charity Commission (1056669).

MAIN PURPOSE OF THE FUNDS HELD ON TRUST

The main purpose of the charitable funds held on trust is for use on any charitable purpose relating to the National Health Service wholly or mainly for the services provided by the Devon Partnership NHS Trust.

STATEMENT OF TRUSTEE RESPONSIBILITIES

The Corporate Trustee (Trustee) is responsible for preparing the Trustees' Annual Report and Accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the trustees to prepare an annual report and accounts for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period.

In preparing these financial statements, the Corporate Trustee is required to:

The Corporate Trustee is required to act in accordance with the trust deed and the rules of the charity, within the framework of trust law.

The Corporate Trustee is responsible for keeping proper accounting records that disclose with reasonable accurate at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008. They are also responsible for safeguarding the assets of their charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Corporate Trustee is required to act in accordance with the trust deed and the rules of the charity, within the framework of trust law.

The Corporate Trustee has complied with their duty in accordance with the Charities Act and the Charity Commission's guidance on public benefit in exercising their powers and duties to consider it in all aspects of the charity's activities.

The Corporate Trustee confirms that they have met the responsibilities set out above and complied with the requirements for preparing the accounts. The financial statements set out on pages 3 to 12 attached have been compiled from, and are in accordance with, the financial records maintained by the Trust.

Signed on behalf of the Trustee

Trustee

Phillip Mantay - Director of Finance and Strategy 21 July 2023
Trustee
Tanya Barron - Non Executive Director and Chair of Charitable Funds Committee 21 July 2023

The Charitable Fund committee have delegated authority to approve the accounts on behalf of the Trust Board

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DEVON PARTNERSHIP NHS TRUST SPECIAL CHARITY

Independent examiner's report to the corporate trustee of Devon Partnership NHS Trust Special Charity

I report on the accounts of Devon Partnership NHS Trust Special Charity (the "charity") for the year ended 31 March 2023, which are set out on pages 4 to 12 .

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

Basis of independent examiner's statement

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a comparison of the accounts with the accounting records kept by the charity. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as corporate trustee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair' view and the report is limited to those matters set out in the statement above.

Respective responsibilities of corporate trustee and examiner

The charity’s corporate trustee is responsible for the preparation of the accounts. The charity’s trustee considers that an audit is not required for this year under section 149(2) of the Charities Act 2011 and that an independent examination is needed.

It is my responsibility to:

Your attention is drawn to the fact that the charity's trustee has prepared the charity's accounts in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) issued in October 2019 in preference to the Statement of Recommended Practice 'Accounting and Reporting by Charities: Statement of Recommended Practice (revised 2005)' issued in April 2005 which is referred to in the Charities (Accounts and Reports) Regulations 2008 but has been withdrawn. I understand that the charity's trustee has done this in order for the charity's accounts to give a true and fair view in accordance with United Kingdom Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2019.

Use of this report

This report is in respect of an examination carried out under section 149(3) of the Charities Act 2011. This report is made solely to the charity's corporate trustee, as a body, in accordance with the regulations made under section 154 of the Charities Act 2011. My work has been undertaken so that I might state to the charity's trustee those matters I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's trustee as a body, for my work, for this report or for the opinions I have formed.

Alex Walling, CPFA Grant Thornton UK LLP Chartered Accountants Bristol

24 July 2023

3

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Statement of Financial Activities
Note
Income and endowments from:
Donations
2
Grants
3
Other trading activities including fundraised income
Legacies
9
Investments
2
Transfer between funds
Total incoming resources
2
Expenditure on:
Governance and Administration Costs
4
Charitable Activities:
Fundraiser and Fundraising Support Costs
Patient welfare and amenities
Staff training and development
Staff welfare and amenities
Sub-total charitable activities
4
Total expenditure
4
Net Income / (expenditure)
12
Other fund movement (property asset - legacy)
Net movement in funds
Reconciliation of Funds:
Total funds brought forward
Total funds carried forward		 Unrestricted
Funds
£000
13
-
14
-
19
-
46
20
56
16
1
21
94
114
(68)
(68)
1,140
1,072		 Restricted
Funds
£000
-
43
-
-
-
-
43
-
-
9
-
16
25
25
18
18
18
36		 Total Funds
2023
£000
13
43
14
-
19
-
89
20
56
25
1
37
119
139
(50)
-
(50)
1,158
1,108		 Total Funds
2022
£000
12
18
22
682
0
734
20
54
60
2
22
139
159
575
14
589
569
1,158

Notes on pages 6 to 12 form part of these accounts.

4

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Balance Sheet as at 31 March 2023

Note
Current Assets
Cash and cash equivalents
7
Debtors
6
Total Current Assets
Current Liabilities
Creditors falling due within one year
8
Total Assets less Current Liabilities
Funds of the Charity
Unrestricted income funds
Restricted income funds
11
Other fund movement
Total Funds		 Unrestricted
Restricted
Funds
Funds
2023
2023
£000
£000
747
31
335
-
1,082
31
5
-
1,077
31
1,072
-
-
36
1,072
36		 Total
Funds
2023
£000
778
335
1,113
5
1,108
1,072
36
1,108		 Total
Funds
2022
£000
504
678
1,182
24
1,158
1,140
18
1,158

Notes on pages 6 to 12 form part of these accounts.

Signed

Phillip Mantay - Trustee

5

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Statement of Cash Flows for the year ended 31 March

Note
Cash flows from operating activities:
Net expenditure for the year
Decrease in creditors
Decrease (Increase) in debtors
Profit from sale of property asset
Net cash used in operating activities
12
7
Change in cash and cash equivalents in the reporting period
Cash and cash equivalents at the beginning of the reporting period
Cash and cash equivalents at the end of the reporting period		 Total
Total
Funds
Funds
2023
2022
£000
£000
(50)
575
(19)
(49)
343
(636)
-
114
274
4
274
4
504
500
778
504

6

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Notes to the Financial Statements

1. Accounting Policies

(a) Basis of preparation

The financial statements have been prepared on a going concern basis under the historical cost convention, with the exception of investments which are included at fair value.

The accounts (financial statements) have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011 and UK Generally Accepted Practice as it applies from 1 January 2019.

The accounts (financial statements) have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019, rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The trustee considers that there are no material uncertainties about Devon Partnership NHS Trust Special Charity's ability to continue as a going concern. Fundraising income is almost back to pre-pandemic levels but continues to be impacted by the cost of living crisis however with the level of funds available and ongoing commitments, this does not impact the charity's ability to continue as a going concern.

(b) Funds structure

Where there is a legal restriction on the purpose to which a fund may be put, the fund is classified either as: - a restricted fund or - an endowment fund

Restricted funds are those where the donor has provided for the donation to be spent in furtherance of a specified charitable purpose. DPTSC has four restricted funds which are explained at note 11.

Endowment funds, where the capital is held to generate income for charitable purposes, are sub analysed between those where the Trustee has the discretion to spend the capital, expendable endowment, and those where there is no discretion to expend the capital, permanent endowment. The charity does not hold any

Unrestricted income funds are sub analysed between designated funds, where the Trustee has set aside amounts to be used for specific purposes often reflecting the non-binding wishes of the donors, and unrestricted funds, which are applicable for any purpose at the Trustee's unfettered discretion.

(c) Incoming resources

All incoming resources are included in the Statement of Financial Activities as soon as all three of the

i) Entitlement - arises when a particular resource is receivable, or the charity’s right becomes legally

iii) Measurement – when the monetary value of the incoming resources can be measured with

Where there are terms or conditions attached to incoming resources, particularly grants, then these terms or conditions must be met before the income is recognised as the entitlement condition will not be satisfied until that point. Where terms or conditions have not been met or uncertainty exists as to whether they can be met then the relevant income is not recognised in the year but deferred and shown on the balance sheet as

(d) Gifts in Kind

Gifts in kind, such as food and care packages are not accounted for when they are accepted and immediately distributed unless a single donation is material. Gifts of tangible assets are recognised as a donation at fair value (market price) on receipt and charitable expenditure when they are distributed. Where gifts in kind are held before being distributed to beneficiaries, they are recognised at fair value as stock until they are di t ib t d

(e) Incoming resources from legacies

Legacies are accounted for as incoming resources, either upon receipt or where the receipt of the legacy is reasonably certain. Reasonable certainty arises once confirmation has been received from the representatives of the estate that payment of the legacy will be made or property transferred and once all conditions attached to the legacy have been fulfilled and the amount of incoming resources is known with reasonable certainty.

Material legacies, which have been notified but not recognised as incoming resources in the Statement of Financial Activities, if applicable, are disclosed in a separate note to the accounts with an estimate of the

If there is uncertainty as to the amount of the legacy and it cannot be reliably estimated, then the legacy is shown as a contingent asset until all of the conditions for income recognition are met.

7

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Notes to the Financial Statements

1 Accounting Policies (continued)

(f) Incoming resources from endowment funds

The incoming resources received from the investment of endowment funds are wholly unrestricted but have been earmarked in accordance with the donor’s stated wishes.

(g) Resources expended and irrecoverable VAT

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to each category of expenses. All expenditure is recognised once there is a legal or constructive obligation resulting from a past event, it is more likely than not that a transfer of benefits will be required in settlement and the amount of the obligation can be measured or estimated reliably. Irrecoverable VAT is charged against the category of resources expended for which it was incurred.

(h) Recognition of liabilities for grants payable

Grants payable are payments made to, related parties or third party NHS bodies and non NHS bodies in furtherance of the charitable objectives of the funds held on trust. The grants are accounted for on an accruals basis where the conditions for their payment have been met or where the recipient has a reasonable expectation that they will receive a grant. Provisions are made where approval has been given by the Trustee, due to the approval representing a firm intention, which is communicated to the recipient.

(i) Allocation of overhead and support costs

Overhead and support costs are those which do not relate directly to a single activity. These include some staff costs, costs of administration, external audit costs and membership of NHS Charities Together. Support costs have been allocated between Charitable Activities and Governance costs. Costs that are not wholly attributable to an expenditure category have been apportioned. The analysis of overhead and support costs and the bases of apportionment applied are shown in Note 4. Where costs are shared by two or more charitable activities, support costs have been apportioned between categories.

(j) Costs of generating funds

The costs of generating funds are those costs attributable to generating income for the charity, other than those costs incurred in undertaking charitable activities or the costs involved in undertaking trading activities in furtherance of the charity’s objects, and represent investment management fees.

(k) Charitable activities

Costs of charitable activities comprise all costs identified as wholly or mainly incurred in the pursuit of the charitable objects of the charity. These costs, where not wholly attributable, are apportioned between the categories of charitable expenditure in addition to the direct costs. The total costs of each category of charitable

(l) Governance costs

Governance costs comprise all costs identifiable as wholly or mainly attributable to ensuring the public accountability of the charity and it’s compliance with regulation and good practice. These costs include costs related to its audit together with an apportionment of overhead and support costs.

(m) Staff and Pensions

The charity has no employees in the year; however it is supported by a fundraiser who is employed by Devon Partnership NHS Trust and fully seconded to the charity. The total salary costs are recharged by the Trust in their entirety.

(n) Cash and Cash Equivalents

Cash at bank and in hand is held to meet the day to day running costs of the charity as they fall due. Cash equivalents are short term, highly liquid investments, usually in 90-day notice interest bearing savings accounts.

(o) Creditors

Creditors are amounts owed by the charity. They are measured at the amount that the charity expects to have to pay to settle the debt. Amounts which are owed in more than a year are shown as long-term creditors.

(p) Debtors

Debtors are amounts owed to the charity. They are measured on the basis of their recoverable amount.

8

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Notes to the Financial Statements

2 Analysis of voluntary income

Donations
Other Trading Activities including Fundraising
Investment income
Legacies
Total		 Unrestricted
Restricted
funds
funds
£000
£000
13
-
14
-
19
0
(0)
-
46
0		 Total
2023
£000
13
14
19
(0)
46		 Total
2022
£000
12
22
-
682
716

The analysis excludes transfers between funds.

Donations include donations from members of the public, staff members, relatives of staff and patients and other organisations. Legacies include a residual donation and an accrual for expected receipt as advised by the executor.

3 Analysis of Income from Charitable Activities

Unrestricted
funds
£000
Stage 3 Grant from NHS Charities Together - Wellbeing
-
Development Grant
-
Total
-		 Restricted
funds
£000
8
35
43		 Total
2023
£000
8
35
43		 Total
2022
£000
8
10
18

In 2023 the charity received restricted grants from NHS Charities Together; £8k in relation to stage 3 of the COVID emergency appeal focussed on recovery. This is continuing grant from 2021/22. A further grant of £35k received from NHS Charities Together in March 2023 to support the Development of the Charity with £5k allocated to support

4 Analysis of Charitable Expenditure

Governance and Administration
Patient welfare and amenities
Staff training and development
Staff welfare and amenities
Total		 Fundraising
Support
£000
56
-
-
-
56		 Governance
Costs
£000
20
-
-
-
20		 Charitable
Activities
£000
-
25
1
37
63		 Total
2023
£000
76
25
1
37
139		 Total
2022
£000
75
60
2
22
159

Financial administration, membership fees and the Independent Examination fee have been wholly allocated to governance costs

9

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Notes to the Financial Statements

5 Auditor's remuneration

The Auditor's remuneration for 2023 is £4,800 incl VAT (£4,800 in 2022). The fee relates solely to the audit with no additional work undertaken.

6 Analysis of current assets

Debtors under 1 year
Accrued Income
Debtor
Prepayment - NHS Charities Together
Total		 2023
£000
-
333
2
335		 2022
£000
678
-
-
678

The debtor relates to Charity payments made in advance to the Trust. There is a corresponding creditor within the annual accounts for Devon Partnership NHS Trust. There is a further £2k for future membership of NHS Charities Together until 31 December 2023.

7 Cash and cash equivalents

Analysis of cash at bank on current investments held on deposit
Barclays Bank Business Premium Account
Barclays Bank Current Account
Total		 2023
£000
753
25
778		 2022
£000
479
25
504

Barclays Business Premium Account is an interest bearing account with an automatic sweep taking place to transfer income above £25,000 from the Current Account. No current asset investments are held outside the UK. All assets are held in cash.

8 Creditors falling due within one year
Other creditors
Statutory audit
Total		 2023
£000
-
5
5		 2022
£000
19
5
24

Other creditors include the amount owed to Devon Partnership NHS Trust at the end of the financial year for transactions settled through the Trust's accounts payable function.

9 Material legacies
Legacies received - cash
Legacies received - property asset gain on disposal		 2023
£000
-
-
-		 2022
£000
678
14
692

The Charity accrued a material legacy at £678k in its 2021/22 accounts, on receipt of a grant of probate and confirmation that sufficient assets within the estate have been established by executors prior to the year end. This was received in June 2023.

10

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Notes to the Financial Statements

10 Analysis of Earmarked Designated and Unrestricted funds

Little Something Fund
Torbay Services Fund
Other unrestricted funds		 Balance at
01 April 2022
£000
62
230
848
1,139		 Incoming
resources
£000
1
4
41
46		 Resources
expended
£000
(7)
(25)
(77)
(108)		 Balance at
31 March 2023
£000
56
209
812
1,077

The Corporate Trustee set a closing balance of £15,000 or above as the threshold for separate reporting of material designated earmarked funds.

The designated earmarked funds listed are those with closing balances in excess of £15,000 as at 31 March 2023. The objectives of each of the designated funds shown above are as follows:

Little Something Fund is designated to support the recovery of woman and their families affected by perinatal mental health Torbay Services Fund is designated for the benefit of services within the Torbay area.

Devon Partnership NHS Trust Special Charity

Year ended 31 March 2023

Notes to the Financial Statements

11 Restricted Income funds

Gavin Falkner Memorial Fund
Community Perinatal Physical Health Project Fund
Wellbeing Fund
Charity Development grant		 Balance at
01 April 2022
£000
1
9
8
-
18		 Incoming
resources
£000
-
-
8
30
38		 Resources
expended
£000
-
(9)
(16)
-
(25)		 Balance at
31 March 2023
£000
1
-
-
30
31

The Gavin Falkner Memorial Fund is for the relief of family or friends left behind following a drug-related death and who are in need of financial assistance. The Community Perinatal Physical Health Project Fund is to help women in the community to engage in a healthier lifestyle, through groups, online support and educational materials. The fund was fully utilised by 31 March 2023.

The Wellbeing Fund is a recovery grant to be used towards supporting the Devon Partnership NHS Trust's Wellbeing Programme following the Covid-19 pandemic.

The Charity development grant is a sum provided by NHS Charities Together. The Charity has opted to use this money to improve operations, communications, marketing and branding, and learning and evaluation.

11

Devon Partnership NHS Trust Special Charity Year ended 31 March 2023

Notes to the Financial Statements

12 Net cash used in operating activities

Net expenditure for the year
Adjustments:
Decrease in creditors
Decrease/(Increase) in debtors
Profit on sale of property asset
(as per the Statement of Financial Activities)
Net cash used in operating activities		 2023
£'000
(50)
(19)
343
-
274		 2022
£'000
575
(49)
(636)
114
4

13 Parent Company

The Corporate Trustee for the Charity are Board Members of Devon Partnership NHS Trust.

14 Related party transactions

During the year certain members of the Charitable Funds Committee, which is empowered by the Corporate Trustee to act on its behalf in the day to day administration of all funds held on trust, were also members of the Devon Partnership NHS Trust.

The Charity has made payments to the Trust to the value of £156k as detailed at note 31 of the Trust Accounts (£206k in 2021/22). This excludes erroneous payments of £333k made during the year (gross payment of £489k) to represent actual payments for invoices and services provided. The erroneous payments totalling £333k is disclosed as a debtor at note 6 to the accounts.

The Charitable Funds Committee and Corporate Trustee are made up of Trust Board Directors (Executive and nonExecutive) of Devon Partnership NHS Trust. The business of the charity is dealt with separately from that associated with exchequer funds, for which Trust Board members are also responsible. Declarations of personal interest are made, where appropriate, and those declarations pertaining to the funds held on Trust are available for public inspection by application though Devon Partnership NHS Trust.

The Devon Partnership NHS Trust Special Charity did not pay expenses during the year to any member of the Devon Partnership NHS Trust Board or to any member of the Charitable Funds Committee and members did not receive any honoraria or emoluments from charitable funds in the year.

12

Independent examiner's report to the corporate trustee of Devon Partnership NHS Trust Special Charity

I report on the accounts of Devon Partnership NHS Trust Special Charity (the "charity") for the year ended 31 March 2023, which are set out on pages 4 to 12.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met, or

Basis of independent examiner's statement

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a comparison of the accounts with the accounting records kept by the charity. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as corporate trustee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair' view and the report is limited to those matters set out in the statement above.

Respective responsibilities of corporate trustee and examiner

The charity’s corporate trustee is responsible for the preparation of the accounts. The charity’s trustee considers that an audit is not required for this year under section 149(2) of the Charities Act 2011 and that an independent examination is needed.

It is my responsibility to:

Your attention is drawn to the fact that the charity's trustee has prepared the charity's accounts in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) issued in October 2019 in preference to the Statement of Recommended Practice 'Accounting and Reporting by Charities: Statement of Recommended Practice (revised 2005)' issued in April 2005 which is referred to in the Charities (Accounts and Reports) Regulations 2008 but has been withdrawn. I understand that the charity's trustee has done this in order for the charity's accounts to give a true and fair view in accordance with United Kingdom Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2019.

Use of this report

This report is in respect of an examination carried out under section 149(3) of the Charities Act 2011. This report is made solely to the charity's corporate trustee, as a body, in accordance with the regulations made under section 154 of the Charities Act 2011. My work has been undertaken so that I might state to the charity's trustee those matters I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's trustee as a body, for my work, for this report or for the opinions I have formed.

Alex Walling

Alex Walling, CPFA

Grant Thornton UK LLP Chartered Accountants

Bristol

24 July 2023

Grant Thornton UK LLP. 2