2021-03-31-accounts

REGISTERED CONIPANY NUIIIBER: 03335128 {Engiand and W￿e8) REGisfERED CHARtrY NUMBER: 1062826 REPORT OFTHK TRUSTEES AND i￿A￿DTrED Fll¥ANCIAL sfATEMENfs FOR THE YEAR ENDED 31 MARCH 2021 FOR SURREYWELFARE RIGFTfs UNTr DSK Partna5 L 75 Park tAn¢ Croydon Surrey CR9 IXS

SURREY WELFARE RIGHTS iJNTr CONfEIUS OFTHE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2￿1 P*ge Report of the Trustees I to 5 tndependoml Report Statemeni of ￿nancIal Activities Statemen¢ •)f Positio r4otes to tht Finsncial StatemeDts 10 to 17

SURREY WELFARE IUGHTS UNrr (REGISTERED NUMBER: 1I3335128} REPORT OF THE TRusfEES FOR THE YEAR Ef4DED 31 MARCH 2D21 The Trustees who are also direi#ors of th¢ charity for the of the Companies Act 21KhS. pr￿¢nt their r¢wrt with the financial staÈan¢nts of th¢ dJar]"ty for the year ended 31 March 2021. Th¢ Trustew have adopted the provision5 of AcCoUntsn￿ and Rq￿rtIng by Charities.. Sthternent of R￿Ornme￿Id￿ Prdctsce applicable to ¢haTities weparing their atcounts in a¢£ordan¢e with the Financial R¢tK>rtin8 Stsndard applicab]e in UK and Republi¢ of IT¢iand IFRS 1021 {eff￿tIvt l Janvary 2019). OBJE(TIVES AND AcrivrriES Objectives aims Objectiyes Surrry Welfare ￿.ghts Unit exists to provide a welfaT¢ rights advice service wthin the county of Surrey and surrounding The 5eNce is acCtss￿ by voluntary and statutory sector prof&55ionals. who in most (ases, are the first kx)int of C4)ntact for ¢liwts ne&4ing advic¢. The Unit wovits an indepthdatt and confidential s¢rvi¢e. This t￿de￿Idert stat￿% ￿lOW$ memlxrship of Citiztns Advsce (the of th¢ National Association of Crtizens AdTri"ct B￿r￿￿x) and the Unit abides by the Aims and PrinCi￿¢S of the Citi￿$ Advice service. This a]so allows for flexibility to develop and ¢hang¢ and giv& the freedom to twefit from joint working proj&t8. Furthemior< indqwth tharitabl¢ status giv45 the B(wd of Trus the power to seek alternative Sourc￿ of fundiftg ￿ prirt&t the level of service for the fibftwe. Thi's will ensu￿ that th¢ range of wdfare rights S￿Vi￿ Ee develot%d and itnproved for the future. The cor¢ tth of servi¢¢ are". - To provide an advice line for the use of th¢ professional stsff frotn refe￿￿1 grouJ4: . To provide training courses ¢)n welfar¢ b¢nefits for, atnongst others. Citi7a]s AdviK statutory and voluntary organi4ti¢M: - Infiu¢n¢¢ on the developrnent of social w)licies and 5ervitts and to ¢￿vre individyals do not suffer through a lack of knowI￿ge0[ an inability to exwess their neols ¢ffectsveJy.' - To p[0d￿ infomjation and publicity on welfare rights issues fot Ix)th wofe&sruwl staff and whM Televan¢ the wple - To proM￿e the take-up of welfare benefits wtthin the County espegally 8miK¥ the frail and vulnerdble.. - To provide a source of eX￿15t on Community Care ISSU￿ in Swrey: - To tske on a limited amount of casework &s appropriate and prov2de Trityjnal repr&eta￿Ion in complex cases. and - To ￿ a focal point of welfare rights work withJ"n Surrey through suptx)rt grou￿ seminajs and irforn￿l talks So¢ia] Policy WO￿ and n¢ttvrtin8. Page I

SURREY WELFARE RIGHTS UNAT (REGISTERED NUMBER: 03335128) REPORT OFTHE TRUSTEES FOR I'HE YEAR ENDED 3J MARCH 2021 0￿ECr[VEs AND AcfivITKES Charitable AetisTrti The 2020121 year was exceptional, in that the Unli had to Ix>th o￿a￿0n&1]Y and finat]¢ially move at quick speed to minimise the negative impacts of the Covid pand¢rni¢ on the Chattty and its ]￿eficIa￿les. Services moved io remote delivery, which Wds fairly slTaighrfgr￿qrd for spec￿list benefit advice, but for tsaining thlivery. was a huge change and challa)ge for staff. The Unli ￿￿all to develop an e-training programme whtth expand￿ to over 15 cours4 inclLKiing a 5-module 'IntriMluctson tt> We]fare Benefits" Developing the eourse8 and traI￿lAs staff to deliver online took tirHe, and our incomefrom tsaining deliV￿Y was twtively impactql dLring thL5 yeat. For this year. incorn¢ was just aEove expenditUT& OUT ieserves ¢omplied with our Reserv¢s Poli¢y. We were able to acc&%s several one-off ￿artts from Covid support filnds whjch purchas￿ working from home kit and IT li(rnces. Resetves wou]d have tKen ￿u(£d significantly without th.is funding, and we thank SuTrey Community FoundatioJL Surrey Coutty Coun¢il, Surrey Heath Bor(￿sh Counc21 and Citizens Advicc for this suppx)rL Surrey County CounGiI. in parthttship with its Bettu Care Fund health parthus, continues to provide finmcial supp)rt for the Uni( T￿m$It)8 the q￿lIty and cost effeCtiV￿eSS of work undertaken by the Unit. The Tr￿￿eeS a￿ very ateful for this supp(rt and the fundin8 provjded by some of the Borough aTKI Distyid C¢)uncils a¢ross the County. We also continued to deljver services under our CaTerg contract with Surry County Council and Surrey Clinieal Commissionin8 Groups. The contracl LS king y￿￿MISSiOned during 2021122 and we are hiweful that we L*n continue to supFrf)rt Carer5 and carer organisations benefjt advice and trdinin The Unit also Support￿ l(v41 Citiz￿$ Advice to deliver the nath(xwl Help to Claim service and received fwxiing from national Cibws Advice in recognition of the clients helped. We ￿ntinu￿ io getwdie <)ur own income sireams from training courses and subscriptions. although trdtning income w&$ lower mentioned aknve. Ow"er 5010(al organisations curtently subscribe to the Univs service4 and in ]xrticui8r, ouradvice on inth'vsdLU] complex knefit queries. The Unit SU¢4Yssfully r￿rnited a new rnern￿r of staff at the iKginnit)g of 2021 who had ¢xpen¢nce working in a local citiz￿ Advi￿ and Previously tau&ht law. The extra staff resource has helrd the whole team cope with the adthtional pre55Utos of tnote complex benefit cases, continuin8 ¢han8es in s{￿￿1 stturity law. tnuch of it as a result of the demi¢. and to continue to grow OUT new e-trainin8 prograinme. W¢ ¢i>ntinue to hold l(W/o gTeen passes in area5 of our citit•￿ Advi¢¢ P￿f0m￿1£e Quality Framework and hold ourtwo Quality Marks in CasewK)Ik and Telephone SupFK)rt. Public benrfrt The TrusteAx iyve paid due regard to the Charity Cotntni5sion's guidanc¢ on public b￿crit in deciding the activities undertakell by the Unit during the year. The TTVStees are Satisfi￿ that the infoETnthon wtsvida irt ihe iey)rt and acGounts meets the public benefit rqx)rring Tquiretnents The T￿￿te¢S confirni that they Ikqve compli&l with the requiranents of section 17 of th¢ Charities A¢t 2011 to ￿ve due regard to the public IEnefitguidaTLce published by the Clwity Commission for Engjand and Wales. NANCIAL REv￿v ancial r￿sItiOn Incoming r¢sources in the year were £205,5155 {2020.- £194,166}. A surplus of £3,156 was mad¢ in the y￿1 12020". deftcit £1 1.7951. At 31 Match 2021 total reserves were £198.6(11 (2020.. £195,448) of which £117.261 represent unrastricted general funds12020. £119.9021. Page 2

SURREYWELFARE RIGHTS UI4IT IREGisfERED NUMBER: 113335128> REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021 F￿ANCIAL REv￿w Princip￿ funding sourctS The TnIst￿% extend thth"r gratitude to Surr¢y County Council, Surrey Clini(31 Commi5sion2ng Groups and Surr¢y Borou8h 4t￿ DistTitt cO￿¢11S who ¢ontinud to support the core oErnting 17pwIty of the ehan"ty. Woking Bwough Council provides premistt% to Surrffy Welfar¢ Rjghts Ullit at no f]nancial cost to the dwity except for d￿rgeS for utility and other offiee seThices. The charlty th"d not have any trf)rrowing5 from eith￿ providers of funthn8 w Oth￿ Sourcos at the statement of fjnanwl sition date. Reserves pdiry The TnLStees h&ve for&&t the level of free r￿v￿ (that is those fun& tied up in Fjxd a5set4 and designated and restrided the Charity will require to SUStain its OExfdtLOTb. The Trustees ¢OnSid￿ tiyt the most appropriate level of free reserves at 31 March 2021 is a tninimum of six months, runnin8 costs. Whi15t the ¢urretJt level of reserY&s may ove sutri￿en¢ it is the Trustees, view that it 15 pnldent to eAsure that thtre are sutTi¢ient free reserv&% to wovide flexibtlity for firture years and that Identsfi￿ needs in the coJnty (an continue to beadwuately re50ured. The Twstees have recognised that the budgeted wenditure for the forthcoming year significantly exL7ds agreed sources of ir￿Ix￿e. Whilst efforts will be made to secure addrtl0t￿I funding it is Cottsider￿ the current level of free Reserves although excedirjg the six months levd, is approprith for the Chan"ty and if D￿sary. and &8 wrrently piantL&L these reserves will ￿ used to support the work of the Unit When ¢onsiderin8 the level of free reserves the Ta￿te£S have consid￿￿j the Charity Commission dwument "Chatity res¢rves.' buildin8 resili￿¢t (CC19}" and also House of C4)mmotL% Public Administration and Constilutionkl Affaitg Committee rel￿ "The c()lla￿ of Ktds Comt%qTry' le￿n& for ¢tMrÈty tswtees, et al" It is recogniwi that by fat the sreateT rth of the Chon'ty's aaivity and exrenditwe is of an "esstM)tia]" rather than of a 'd￿Cte￿onIry' nature. This Teouir<B a gfeater dwee of financial resilience than for many 9th￿ chatities. The Trustee5 are also awar¢ that no service level or a8reements othes tIMn tl Carers contraci are in place for mwe than one yw and incom¢ that might be considered 'core' is in any cas¢ insutyicient to provide a basic servict to the community aE￿ relwice has to ￿ plard o fitnd rnising and the wurnE of proj￿ income that (an Sha￿ Clk4riWs fix￿ costs. There 1$ away￿e$S that rtxent and plann￿ legjslation is r¢sulting in higher levels of client d¢mand and gteatet cotnplexity of cases. The Trustets are eful io e￿Vre that any suq)Ius of R&erves over minimum leve]5 are spent with care and they ￿l$t ¢xpenditure on Fff0j￿ts ¢x acliviti&s that Car￿0t demonstrat¢ sutYJ¢i¢nt benefkt when Com￿ted to the ¢(6ts would ￿ Èneurred. The reason8 for holdin8 ￿rtIcular re$￿Ve5 are oudinej in n(rte 14. Fwid$ in def￿1t No fun(Ls in defLCtt at the statement of fmancial w5ition date. FUTURE PLANS An indeputh)t re8¢arch rqxjrt that Wds C4)mmissioJd during 2020121 lookd at the Wdlue and imiM¢t of the Unit wv1￿. The findinss of that report ¢onf5mwJ that we ar¢ wovidin8 seTViC¢S wple that they are of h￿h quality and are deliversj in a timdy way. Thwe a￿ thiy that we C￿[d do better. such as our wider commwhi¢ations delIv￿Y. aThJ we wtll work ¢)n durtng 2021122. Ai the time of writin8 the Unit ts Winning to plan a tartsa] r¢tslln to offLte-IxswJ working. whid) will. for some titne, bleThJ with horne woriung and e-training delivery. We are tsklng a risk-lwj a￿r<￿￿ to all our future plans, as the l&st r kn tsught us to Ik flexibl< exped dw]g¢. but remain f{KU&8￿ on our dwitsble obj¢ctivos. The fvnding gap 1$ a concem as 4)ur partn￿ in1tt81 govemment wyll also t¢ factng fu￿re budget Cthstfdints. As we (h¢)p¢Eullyl come out of tht's paTKianie, we know that the￿ will Ix more benefit claimants needing hdp, particu]arly as Government support ithdraws ovff surnrnw and wly autumn 2021. We will strive to ￿tsUre that we aTe here to ¢arry on providing support io I(￿ how%hol(Ls IA ned. Page 3

SURREY WELFARE RIGltrs iJNIT (REGISTERED f4uMBER: OA335128) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021 G•verniE doeument The charity is controllal by its governing documenL a deed of and Iwstitutes a limited company, limitsj by guardnie4 as defmed by the Compai]itts Act 2￿6. Surrey Welfare ￿.ghts Unit is a re￿stered charity and a cTrnpany limited by guasantee. The m&Kirnum liability of ea¢h member is limited to £1. At 31 March 2021 the company had 10 rnetniw5 12Q20". 8). Surrey Welfare Rights Unrt is &iovemed by a Memorandum and Artides of Association as amend•J in 199), 2005, 201 l and 2019. Surrey Welfare Rights Unit WAS in¢orForated &$ a CO￿panY li￿lted by guarantee on 18 Marth 1597. The chaTJty comM￿c￿l operations on 12 June 1997. Recrnitrnent ￿p￿1￿¢ment of new Tw$teery The TTUSte£s have suitable wli¢ies to ensure the Board h2s adequate iepre5entatiOrt. Tlw id￿tify any need to r￿lIt and what ¢omyW¢W back8roun(b, Fersonal or profe5510nal. are preferred so that th¢ Unit's governance refi￿ts t communitie5 it serves. The Board takrs a¢¢ount of quality and diversity issue5 and Tecognises that ihese rights a criti￿1 to the Unit's ¢TedibilJty and etthan¢49 the Unit's profile Wlth 5tskeholders, funders and campaigntts. Indudion and training of new Trnstees Newly appointed Tn]stees are provided with a comprehensive it)ducti¢)n t(Tr Surrey Welfare R]"ghts Unrt through the provision of trainJn8 course5 and mentoring by established Tr￿S￿eS. orgfini8atifrn￿ strueture A Trustee Bwd gOVerr￿ Surrey Welfare R]"ghts Unit. The BoArd is r¢sponsible for setting the strate￿C th.[￿tIOn of the organisation and the policy of the chanty. The Trust￿ carry the ultin]ate responsibility for the Gonduct of Surrey Welfare Rights Unit and ftsT ensuring that the ¢lwiry Satisfi￿ its legal and contractt￿l obligTations. Trustees m¢et as a minimum quartly and <lelegate the day-to-day opffation of the 0[￿U5￿{lOn to 5ertior management The Trustee Board ts IndcpcTK(ent from managemwi A ￿gister of mernlErs' intete5ts is I￿]ntaIned at th¢ registered otYJ¢e and is 8vaJlable io the public. terTral eontrol The BoaTd oveT5e& the infom)ation security of all ￿rSOnal ll]fotmaliort of our clients. ststT, fitttdus and strate8LC ers that is processed The Unit hold5 joint r&ponsibility foi clialt data that is held in our case management system, with the nationai Citixens Advi¢¢ s¢rvice. An Infonnation assuwi(e nwnagment team exists to ensure the confideniiality, intesrity and avdiiability of all petsonal and sen$Jtive dats is maintain&J to a level which 15 Compliant with the 14ULteMents the G￿traI Data Pr¢xedion Re8ulatLon and Dats PrOt￿￿10n Act 2018. Regi5teT of wterest$ The Untt hol£k a register of interests foT all Trustees. This is ref¢rrd to and check￿1 at each Boatd Meding. During the yedrtheTe wete no deC￿tionS that impaired or ¢onflicted with any B03rd d&isiort% taken. Related parties Surrey Welfare Rights Unit is a memiEr of Citizens Advice, the operating rjame of the Nationaj Ass(Kiation of Citizens Advice Bureau4 which provid&8 a fratnewtsTk for standards of advice a￿l casework rna￿geMtnt as well as monitoring progress against these slandaTd5. Optrating polioes are independently determined by the Trustee B(Mrd of SU￿eY Welfare REghts Unit irt ord¢rto fi(IfJl Jts ¢han'thbl¢ objecis and comply with the nati¢)nal membershtp requtr¢rn¢YJts. The charity a]50 co.operates and liaises with a numb¢r of Oth￿ advisory 5eTvice5. I￿4] charities and Council departments on behttlf of cliertts. Where one of the Trusts& holds the ￿}sitiOn of T￿￿te*DireCtOr of another clwity they may be involved in discussi(￿S regarding that other cknity but not in the ultimate decsion-making pr{￿S REFERENCE AND AD￿(INISTRATIvE DKfAllS Registernl Compwy ￿￿rnber 03335128 {Englandand Wal&s1 Registered number 1062826 Pa8e 4

SURREY WELFARE RIGHfs UNfr (REGISTERED NUMBER: 03335128) REPORT OF THE TRusfEES FOR THE YEAR ENDED 31 MARCH2021 ReP￿tere41 oifYe Unit 14a Monumajt Way Dewt Monurnent Way East Wtsking GU215LY Trustees Anne Calroll Haigh Chair I>dVLd John Booth Treasurer(resignoJ 13.7.21) Alison Clark Comwiy S￿reIary Jan¢ Vivien Bourg￿)15 Roger Ste￿￿ Hureombe Johtj David Fairtey Sophia Ptatts Anne Pir Suja Sankatasubrnmanian lappoimed 13.4.20> Stephen John Qsullivan Treasurer {17.05.21) lappoiErtd 15.2.21) Company Secretsry Alison Clark Indepthdwl KSam￿er Romit Basu FCA DSK Partners ILP 75 Park Lane Croydon Sutrey CR9 IXS CAF Bank Ltd. 25 Kings Hill Avenue Kings Hill West Malling ME194JQ Chief M&n"a Z2aley Approv￿ by order of the Board of ThLSte48 on 11 October 2021 and s18n￿ i)n its EeFAlf by". Anne Ca￿011 Hai8h- Trustee Page 5

INDEPENDENT E￿￿MINER's REPORT TO THE TRuST￿[s OF SURREY WELFARE REGHfs UNrr Indepffident examiner'$ rq)ort to theTrnslefs of Surrry Welfare Rights Unit ('the Company,) I r¢wt to th¢ cl¥rtty Tr￿￿teeS on my examirlltion of theac¢ounts of the Company f¢xtheyear ¢J￿¢d 31 Mareh 2021. Re8pM$ibilities and basis of report As the charity's Tn￿teeS of the Com￿1]Y (and also its d￿&torS foT the purp(6es of company law) you are respO￿]ble forthe preparaiion of the accounts accordance with the requirements rfthe Compani(E Act 2006 ('the 2(K)6 Act,). Haying satisfied myself that the accounts of the Comkwjy are not to be audit￿1 under Part 16 of the 2(M)6 Act and are eligible for indwendent examJnatiotL I report in 1&8pect of my eKamination of your ¢harity's accoutts as carried oui under wtion 145 of the Charltsts Act 2011 {Ihe 2011 A¢t'l. In wrying wt my examination I h&ve followd the Dir￿tionS given by the Charity Commission under section 145(5} (bl oEthe 2011 ACL tndepeRdent exa￿￿et'S Statement I have Complded my examination. I confirni that no matters have come to my attention in conne¢tion with the examiÈytton givin8 caw to ￿lieve.. l. accounting t￿d$ were not kept in r¢sW of the Company as r￿U￿red by ￿1]0￿ 386 of the 2006 Act; (w 2. the ac¢ow)ts do not aux>rd wjth those r￿ordS. or 3 the accounts do not comply with the aCcou￿￿ng rffjuirements of ￿ti0ft 396 of the 20(￿ Act other than any uirement that the accounts give a true and fair view which is not a matter consjdera as trt of an irtde]￿dent mirmtson,. or 4. the ac£(MJnts have not been prwed in accordance wth the met]K)ds and principl&% of the Ststement of Re¢(mmended Prn¢ti¢e for accountit]g and re￿>t￿n8 by (appIl￿ble to charities preparing th¢ir aiwunts in accordanc¢ with the Financial Re￿rting StatKlatd applithle in the UK and R¢public of I￿land (FRS 10211. I have no concerns at￿ lyve come across no othei rnatteTS in cOnn￿]0n wth the examination to whith attention should draw) in this report in order to enablea propel understanding of theaccounts to E¢ rea¢h¢d Romit Basu FCA 75 Park Lane Croydon Surrey CR91XS 2511012021 Page 6

SURREY WKLFARE RIGHTS UTr4rr (INCORPORATINC AN INCOLblE AND LXPEiwrruRE ACCOiJNT) FOR THE ITAR ENDED 31 MARCH 2021 2021 Totsl 2020 Total fut Unre5trirtal Restrscted fund8 Not¢5 II¥COMK AND ENDOWMENfs FROM Donations and le8aae5 651 651 270 Charitable aclivilies Ch&ntable Grants 31,430 92,236 16,395 61336 47,825 154.572 50.158 140,486 Investmajt I￿)Me 2.458 1458 3.252 126,775 78,731 205.51 l94,166 Charit&ble activities Chan"tsble 220,043 78.016 198.059 201.688 3,￿9 362 4,291 4.273 123,972 78.378 201350 205.961 ' NfT INCOMFJ(EXPENDrrtThiE) 1803 353 3.156 (11.795) TrwufevJ betheen funds 14 1305) 305 Net movement in fvnds 1498 658 3.156 (11.795) RECONCILIATION OF FUNDS Totsl funds bryN￿ht forwanl 193,768 1.680 195,448 207.243 196,266 1338 l9&61 195.448 The n(rtes forn) part of th&4e financial staiemffLts Pa8¢ 7

SURREY WELFARE RIGHTS UNIT (REGISTERED NUMBER: 033351281 STATEMENT OF FINANCIAL POs￿10N JI MARCH 2021 2021 Tots] funds 2020 Totaj funds Un￿5￿l¢t￿l funds Restrict¢d fu￿1 Notes FLXED ASSETS Tan￿b]e assets .416 1.416 3,634 CURR￿ ASSETS Debtors Cash ai Lmnk 12 15,697 230.712 15,697 233.063 11,150 246,215 2.351 246,409 2,351 248.7 257,365 CREDrroRS Atnounts falli￿ duewithin oneyear 13 (51,5591 (131 (51.5721 (65,5511 NET CtWiENr Asstrs 194,850 2,338 197,188 191,814 TOTAL Assrfs LESS CilliRENT LIABILrriEs 196.266 1338 198,6(H 195,448 r4ET Assrrs 196,266 1338 198,604 195.448 14 Unrestricted fiEniLs'. General funds DeSig￿tal funds 117,261 79.005 119,9)2 73,866 196.266 193,768 Restricted fiJnd5.' Re5ttiLtyJ fun& 1338 1,680 TOTAL FUNDS 198.604 195,448 The ¢haritable comwy is entst]ed to exemption frorn audit undet s￿tiOn 477 of the compani￿ Au 20(h5 for the y 31 Mar¢h 2021. Th¢ ￿em￿rS have not iequitoj the company to obtain an audit of its financlal statements for the year ended 31 March 2021 in accordance Section 476 of the Cornpjrnes Ad 2(K)6 Thetrustees acknowledge th¢ir Tesw)Thsibtlities for (al en$￿ng that the clwitable compww keeps accounttng re￿rdS that comply ￿1th s￿tions 386 and 387 of the corn￿[￿1& Act 20(b and preparing financial ststan¢nls which wve È true and fair view of the state of affairs of the chaTJthble ¢ornpatry a5 at the end of va¢h finan¢ial yeaT and of its surplus or defiai for each fit)ancial year in awordance the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 20(b relating to fIna￿lat sthtynents, so far &s applicable to the dwritable comwy. Ib) The notss fom) pan of these financial stalem¢nts Page 8 continud...

SURREY WELFARE RIGHTS uiyir IREGisfERED NUMBEIL. 03335128) STATEMENT OF FINAI¥CIAL POSTfIoN. ¢ottti￿￿ed 31 MARCE[ 2021 These fjnancial statements have Lw pr¢p8rd in accord￿ wTth th¢ provisions applicable to chan"tsble compani¢5 subj￿1 tothe small compani49 rwm The finan￿al statements were approv￿ by the Bcord of Tnt5tees aEMI authori5eJ for issue on I l 0￿0b￿ 2021 and were Si8ned Lts behalf by." Anne C4tr011 Haigh- Trnstee The notas f(Th part of these firw)¢d sthtema)ts Page 9

SURREY WELFARE IUCHfs UNrT NOTES TO THE FINANCIAL STATEMENrs FOR THE YEAR EM>ED 31 MARCH 2021 srATUmRY INFORMATION Surrey Welfare Rwhts Unit is a company limit￿ by guarantee, registered in Engjand and Walts. The cOEn￿LY,8 registeToJ numkn and registered offJ¢e address can be found withjn the report of the Trustees section. The presentation c4Jrrew of the finall￿al ststements is the Pound Sterting {£). AccoioYfiNG POLICIES BASIS OF PREPAIUNG THE FANANCLIL STATEMENTS The financial sthtfflients of th¢ cknitable company, whieh is a public b&)efit eT)itty wider FRS 101 have been prepared in awordance ￿ryth the Chat]tsts SORP (FRS 102) 'A¢counting and Reporting by Cl¥riiits.' Statement of R￿QmIl￿ed Ptactiee applicable to chariti￿ preparing their accounts in accordance with the Financial Re￿rtIng Standard applicable in the UK atxl Republic of Erejand (FRS 102) (effLYtive l January 20191,. FitJan¢ial Reportin8 Standard 102 'The Financial Re￿[ti￿. Standard applicable itj the and Republic of IreÈanif and the Cotnpanies Act 2006. The fJnan¢oil s(atanw)ts have been prq)ared under the ￿StOriCal cost convention. JNCOME All i]wme is r￿gnised in the Statement of Fin￿￿al Activities Ort¢£ the charity has entitlement to the futth it is probable that the income will be T￿eiv￿ at2d the amount on be measured reliably. EXPENDrruRE l.iabilitia are re¢ogrtised as expenditure as soon as there is a legal or COTLStru¢tive obligation committing the ¢lurity to that exp￿ditUT¢ it is probable that a tra[￿f￿ rf ea)nomic benefits will be required in settlem￿1 and Ihe amount of the obligation be M￿ured rellably. Expenditure Is accounted for on an ac¢oMls Lwts and h&5 n Classifi￿ undcr headings thai aggregate all ¢ost relatd to category Where costs onnot be ditectly attributed to parncular lthings they have been allocated to aclivities on a balis consistent wth the use of resourc48. TANGIBLE FIXED ASSETS Depreciatson is provided at the following annual rates in order io write off eath asset over its 45timated Lseful life Compllter wuipment stra￿ht line tsver 3 years Fixed assets are included at cost and only iiems in ex￿ of £500 are Lapitalis￿. TAXATION The charity is exernpt from cory)OTation t&x ort its dwitable acliviti FUND ACCOUYTING Unrcstsicted funds Unr¢>trithd funds be usd in accordance with the charitable tsbjethives at the dis¢retion of the Trustrts. RestriLtd fund Income ￿e1Ved for the ￿trIcted purpose5 is included a 5etArate restricted fund against which approwiat¢ ex￿￿liVre is allocated The TTUStees all(Kate designated funds out of unr£strictd funtlg for S￿]riC pU￿s￿8. The use of such funds is at the Trusteth, discretion. PENSION COSTS AND OTHER POST.RETIREThIENf BENEFrrs The duT]ty tsperdtes a defined contribuiion group personal pajsion piall for its etnployee5. Payments are to the income and e¥peoditure ￿ullt in the I￿]0d ITr which tlw aTe li]Cu￿￿]. Pag¢ 10 conttnued..

SURREY WELFARE RIGHrs i NufES TO THE FINANCIAL sfATEMENTS. ¢onliDued FOR THE YEAR ENDED 31 MARCH 2021 Accouf4TING POLICIES. con¢illued IIASES Rental Costs operating are dwged to the statwnt of finan￿al aL%ivities in amowjts over the period of the lea848. 2021 2020 Tot&1 funds UDr4strictal Resth"eted funds funds funds Intsy￿ receivable 2.458 2.458 3.252 INCOME FROM CHARrrABLE ACTtvrriES Total 2021 Total 2020 Funds Funds Surrey County c￿[￿11 Surrey Borough aTNJ District COW￿1]$ ants- cov￿￿19 Cit A BEIS Grants. COV￿19 Lot Grnnts other 68,736 18.5(X) 51.IMKI 119,736 18,5(X) 2,350 8,986 118,736 21,000 2.350 8.986 92,236 62.336 154,572 140.486 Substtiptton In¢om¢ Training Income Rent in ￿"nd Consultancy Project IrKom¢- Other 20.765 6,915 3J(Kl 450 20.765 6,915 3.3 450 21,387 21.571 3JOO 31,430 16.395 47.825 50.158 123,666 78.731 201397 190,644 Income from ¢han'tsble activibes include rent benefrt of £3J(A) (2020.. £3,300). Pa8ell Continu￿..

SURREY WELFARE RIGifTS UN ]¥iyrES TOTHE FINANCIAL STATEMEiYfs. L￿n(in￿ed FOR THK YEAR ENDED 31 MARCH 2021 CHAR￿ABLE AcrivrrIES EXPENDTfuRE 2021 2020 Stsff costs Depreciation of computer equIpll￿t Books & publi(ations Infotm&tton systems ISul>scriptionsl Computer systrm9 IngLran¢e OffJ¢e exFenses Travel expensL Ststjonery PhOt￿Ing Poslage Printing Staff developtnent and reLZUitment costs Telq)hone Training pro8ramm¢ Website costs Proj￿ citst- Help to CLqJm COVID-19 direct e¥peDS£ 171174 2,218 2,351 2.234 3.319 1.742 632 167.673 1931 2,161 2.234 3.088 1,735 9,574 1,214 758 1.350 388 1,359 1,926 2,723 2,341 233 181 55 1,063 295 2.177 622 209 3,0(X) 4.739 198,059 201.688 In¢[Ud￿ in Trnvel expeTW is £Nil paid to Trustets {2020.. £5981 sup[￿RT COSTS Other resources expend￿.. 2021 202 LegTai & profek%ional fees Independent ExaminatioEJ fee Finance costs Other overheads costs 13 13 120 3.300 3.3(X) 4,291 4.273 Page 12 cofttinu￿...

SURREY WELFARE IUGErfs UNrr N(yfES TO THE Fll¥ANCIAL STATEMEf4TS. conimued FOR THE YEAR K¥DED 31 MARCH 2021 Nrf ￿COmE1(￿xP￿NDrr[￿E) Net kncomellweTKliture) is stated aftw ¢haT8in8llcrediting)." 2021 2020 D¢preciation- assets 1218 2,931 TRUSTEES, REME[N￿TION AND BENEF￿s There were Tx) Trustees, remuneration or other betrfrts for the year end￿ 31 Marth 2ff21 tKK for the year en 31 Marth 2020. TRusfEES' EXPENSES Tr￿tt￿, expens&% for the year 31 Mareh 2021 were £Nil and fw the year end￿ 31 March 2020 were 98. srAFFCOSTS Theavuagemonthly number of ¢mployees d￿Ing the year as follo 2020 Employees No emptoyee5 rec£1v￿ ¢moluments in excess of £6A).(XM). io. UnTestri¢t& funds R&striCt￿l fund Total funds Donations and legacies 270 270 Charitsble *etrvitieJ Chantable Gratrts 46,258 90.486 50.158 140,486 Investment inc4)me 3.252 3252 Totsl 140,266 53.9(Kl 194.166 Chatitable I45,￿5 55.763 201.688 3,962 311 4,273 Totsi 149.887 56,074 205.961 NfT INCOMFJ(EXPENDllitRE) {9.621 } (1174) (11.795) Pase 13 ntsnued..

NOTES TO THE FINANCLIL sfATKMENfs. ¢ontiDued FOR THE TrTAR ENDED 31 MARCH 2021 io. COMPARATIVES FOR THE STATEIIIEiYf OF FINANCIAL AcfJTrTllES. continued Unresrri(%ed Restrict fi￿d5 fund Tots] funds Transfery betweem funds {56) 56 Net movement in ￿ndS {9.677) (1118) (11,795) RECONCILIATION OF FW4DS Total funds brought fonvard 203,445 3,798 207.243 193.768 1,680 19.5,448 TA]YGIBLE FIXED Asstrs Computer equipment cosr At l April 2020 and 31 March 2021 18,543 DEPRECIATION At l April 2020 Charge for ye 14.909 2.218 At 31 March 2(r21 17.127 At31 Marth 2￿21 1,416 At 31 March 2020 3.634 12. DEwfoRS: AMOUNTS FALLING DIJE wmtIN ONE YEAR 2021 2020 Trade dd)tors 15.697 11.150 Page 14 continued..

SURREY WELFARE RIGHrs uNrr NOTES TO THE FINAf4CIAL STATELIIENfs. conlinued FOR THE ￿AR 31 MARCH 2021 IJ. CREDTfoRS: AMOiWTS FAtLING DuEwrrHIN ONE YEAR 2021 2020 Trade Cr￿ltors Payroll t&xe5 265 7.053 26.715 17.539 976 3,130 41,678 19,767 Ac¢ruals 51.572 65,551 14. Net moveme in funds Transfer5 FEtw funds At 31.3.21 At 1.4.20 Unrestricted fvDds General funds D£s]gnated funds 119,9)2 73,866 1803 15,4441 5.139 117.261 79,￿￿5 193.768 1803 (305) 196.266 Restricted fvnd$ Restnctd fwLd5 1.680 353 305 2.338 TOTAL Fuf4DS 195.448 3,156 198.d)4 Net movement in funds. itK]ud¢d in the alx>ve areas follows.. Incoming Resour￿$ Movement in funds Unwtrrted ne]al fiu 12A775 {123.972} 2,803 Restrthd hods Restrict￿ fu￿dS 78,731 (7Q378) 353 205,506 (201350} 3.156 Page15

SURREY WELFARE RIGHTS UNrr N(YfES TO THE FINANCIAL STATEMENfs- con¢mued FOR THE YEAR ENDED 31 MARCH 2021 14. MOVKMENT IN FUNDS. eontinued Comparatives lor movement in fund$ N¢t movetnent m funds Ttansfet5 At 31.3.20 At 1.4.19 funds Unrestricted fund$ General funds D￿￿gnated fund8 131992 70,453 (9,621 } (3,469} 3,413 119,%2 73.866 203,445 19.621) {56) 193,768 Restrieted funds Restri¥ted funds 3.798 (2,1741 56 1.68Q TOTAL FUNDS 207,243 (11.7951 195,448 ComFOrativ¢ mov¢ment in funds, inCI￿]ed in th¢al￿e a￿ as follows.. KtKoming rf80urce5 R*Eour¢¢s Movern￿t in funds UnrestrKted fundy Genetal fut]ds 140.266 {149.8871 (9,621 J Restricted funds Rewa¢￿{ (￿d5 s3,￿)0 156,0741 (2.1741 TOTAL Fuf4DS 194.166 {205,9611 {11,795) Redutydanq fund . Rdundancy re5erv&s have been dest8rnt&l by the Tn]stets for the purpose of covering TX)tential redundancy ¢LX%ts in the event of a significant r8Juction in the iTLcome of the Unit that could r<%uli in closure. £5.139 has iKen allocated in the cu￿ent ytai. rormAtMbn Techndogy Fund - An amount of £7,0(M) has been designated by the Trustees for the purwse of providjng for replacemellt and upgrnde of compwer systems appr(thing the eT￿ of their working life and for the development of a Teplacanent ￿b$it¢. Cont¥)geocy - An amount of £15,(Kl) ha5 been designatd ty the Trustees for th¢ purpose of providing for px)ssibl¢ rel(￿All0n expen5e5 and rental Costs for one year thou]d it iK ne￿55￿ry to moye from the existing otTicts c￿￿entI y pro￿ld￿l at belowcurrent market rentsl values. PrOj￿t Fund - An amowit of £1 7,044 has da%￿nated ty the Tn￿tee5 for the purpose of sat￿g aside matched funding for a grant applic&tion to enable the Unit to secure funds for its planned UniveF5al CTedit projecL s￿ FUts￿¢ Plans 8ix)ve ftbr more detsils. Page 16 cDntinued...

SURREY WELFARE RIGErrs tlT4Tr NOTES TO THE FINANCIAL STATEMENfs. continued FOR THE ITAR ENDED 31 MARCH 2021 Is. EMPIA)YEE BF￿EF[r OBIJCAT10Tr4S A ￿)510￿ scheTne for employees 1$ op¢rated on a defind ciKJtributions ba515. The 5¢heme LS open to all employees at any time. The ¢ompany contribut&s 6Yo of pensio1￿b]e eaTnirtgs. The pension cost shown it) the acc(wnts for theyear rwes¢nts contributson5 payable by the company andamounted to £8.q)6 {2020.. £8,575). 16. At the ststemo)t of financial w)srtion datetherew￿e no capt￿1 e4)mmitinents. The Company has no annual commiknents under non-W)¢e]lable 0￿￿￿n8 le 17. RELATED PARTY DISCLOSIJRES Thu¢ wue no r¢18t￿ trans&cLiotts for the year ￿)d￿31 March 2021. I& DEFERRED INCOME Deferred it)¢x)me relaies to amounts received for a(*vities for which donor has impc6ed restrictions on expendiluT¢ of r450w￿, which ate a pt&ondition of use. This comwised followtng.. Source ofiDcomt 2021 Subscn'ptions r￿e1v￿ in advance Trdining Invoicd but not yet held Citizens Advice 21.640 3.775 21670 1340 IA668 Cit A BEIS Gra 1.300 26.715 41,678 Page 17

Surrey Welfare Rights Unit Impact Report 2020/21 . •fZ Ilr

Welfare Rights during a pandemic

From the very start of the year we had to hit the ground running, keeping up with a relentless stream of statutory, and non-statutory changes to social security rules. We introduced a new section on our website where we posted articles that were specific to what residents were experiencing: Are you unable to work because you are shielding? Has your employer made you redundant? Are you unable to work due to sickness? Within the first few months of 2020/21 we had written and started delivering a completely new e-training programme, which was a steep learning curve for both trainers and delegates who were used to our in-person courses.

There remain significant uncertainties for current and future benefit recipients: the migration onto Universal Credit, future planned cuts to payments, and the spectre of more demand for welfare support as Government furlough and self-employment schemes end. In addition, there are also huge unknowns regarding the long-term health and financial impacts of Covid on ill and disabled people, and Carers.

A few words from the Trustee Board

The Trustee Board are very proud of what the Unit has achieved over the last year. The description in this report of the work done, outcomes achieved and the almost seamless transition to working from home during such difficult times does not do justice to the dedication, professionalism and hard work of all the staff. Being available to our clients and trying to achieve the best outcomes for every enquiry has continued, we have learnt from the experience and taken on board feedback in order to deliver the best service possible.

The Board would like to express their thanks to all the team and to our funders and supporters without whom none of the work summarised here would have been possible. We look forward to serving the community to the same high standard as we all try to deal with the legacy of the pandemic and other changes in our society.

We helped those most in need

We report on benefit statistics elsewhere in this report, but our non-benefit data clearly shows that, during this past year, benefit problems were not experienced in isolation to other problems. Our statistics reports show enquiries concerning Council Tax were up 125%, and Council Tax arrears also showed a significant rise. Enquiries from self-employed residents rose by 133%, and queries from employees regarding pay and entitlements rose 53%.

We have always answered queries relating to community care, and during 2020/21 queries about adult social care rose 33%.

Unsurprisingly, considering the June 2021 deadline for the EU settled status scheme, enquiries from workers about immigration rose by 500%.

And, like other local agencies supporting the most vulnerable, we saw a rise of 100% on enquiries about foodbanks.

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Tied
Other
Homeless accommodati…
Staying with family
or friends
Own outright
Shared
Buying home
Ownership
Private landlord
Social landlord
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We helped those most in need - continued

We are able to capture a rich set of data from our clients. During this year 63% of all clients helped were female. 16% declared their ethnicity as nonwhite. The number of clients who are tenants is a far higher proportion than the general Surrey population, suggesting that social and private sector tenants disproportionately experience more problems with benefits. 44% of all clients for whom we hold data were social housing tenants, and 24% were private sector tenants.

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Student Client occupation
At home parent
Other
Retired
Self-employed
Carer
Full-time work
Part-time work
Unemployed
Unable to work due to health
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21% were unable to work due to long-term illness or disability, 15% were unemployed and 12% were unpaid Carers.

…….with these benefit problems

1000 900 Issues 2020/21 800 700 600 500 400 300 200 100 0

In total our advice had this much value

Financial Outcomes direct and indirect £3,603,935

Client benefit gain confirmed £467,730 Health, social care and other gains £6199

Our Fiscal Benefit was £252,901

Fiscal Benefit: Avoiding cost of evictions and temporary housing, avoiding costs of unemployment, and reducing use of NHS services by resolving problems that cause stress and anxiety and depression.

Our Public Value was £2,849,858

Public Value: Improvements in health, well-being, participation and productivity.

Headline figures:

Reducing use of NHS £60,961

Keeping people in work £140,804

Homelessness prevention savings £59,479

Fiscal benefit of supporting claimants with benefit debts £65,307

How we work out our value

Citizens Advice help us calculate our value using a Treasury approved cost-benefit tool. Four key variables are considered.

Affected population: Number of people receiving advice about a specific issue Impact: Impact of advice on a specific outcome

Deadweight: What would have happened anyway without our advice

Optimism bias: Accounting for best practice, timeliness and independence of research

During 2020/21 Citizens Advice provided the Unit with funding to commission a research report on the value of our work. The independent researcher undertook interviews with key staff across a range of organisations we support. The final report provided quantitative and qualitative evidence and offered recommended improvements. When asked about the specialist support we provide, the feedback was very positive:

SWRU’s guidance has always been considered high quality with succinct, concise advice provided to advisors which is easy to understand and pass on to their clients. The interviewees explained they fill a very much needed gap in expert knowledge within the local advice sector. Even the subscribers with welfare benefit experts in their teams turn to SWRU for additional guidance in some scenarios.

Part of a bigger picture

The Unit’s services are part of the advice services landscape. We exist to provide justice for clients who face the most discrimination, the most intractable benefit problems and to ensure our advice partners can access training and get on with helping their clients.

Many of the organisations we support are not advice services, but they know their clients, and when they have a benefit problem they are best placed, with support from the Unit, to help their clients resolve those issues. These include domestic abuse charities, housing support teams, debt services and hospices. Poverty affects every corner of a person’s life, not just negative impacts on physical and mental health. It stops participation, motivation, and if essential costs cannot be met, results in a spiral of debt made worse by third party recovery direct from benefits. Early action is essential. The years of welfare reforms have, in part, shifted economic risks onto the claimant. There are some safeguards that can help mitigate these risks but most of these require advice, and for vulnerable clients, support to negotiate the complexities of the welfare system.

There is a large consensus that the benefits system must be made fairer, and more generous for people living in poverty, including workers. We will be keeping a close eye on our client evidence and will press for change when needed, either at the local or national level. We look forward to working with policy makers and politicians to improve the lives of local people in receipt of benefits.

What they said……..

“Thank you all again for today’s training. It was very helpful and will help with the development of PA’s knowledge around benefits”

“Thank you so much, it is really handy to have it all written down like this, it helps me and the Carer”

“I have given my positive feedback on the form but wanted to personally thank you for organising and presenting such a good course”

“Thank you for your excellent, diligent and incredibly supportive service”

“I wanted to thank you for your guidance with this case – it was good to have your input and it helped me write the appeal grounds that appear to have been the basis of the changed decision”

“Must say the service you provide is fabulous”

Training the advice sector

SWRU courses delivered 18 Local advice workers trained 167 Commissioned courses delivered 14 Local staff and volunteers trained 252

New courses included:

• Brexit and Access to Universal Credit for EEA Nationals

• Changes in Benefit Entitlement for Mixed Age Couples

• Social Security changes in response to COVID-19

• Surplus Earnings in Universal Credit

• Severe Disability Premium - Transitional Protection

Working with others for better client outcomes

Local Citizens Advice in Surrey, Hampshire and Sussex Action for Carers Surrey Surrey County Council – Policy and Commissioning Surrey Care Leavers Service HMCTS Jobcentre Plus Surrey District and Borough councils Citizens Advice –National Office Work and Pensions Select Committee Surrey Housing Providers Group

Carers Commissioning Strategy Group BBC News Department of Work and Pensions Reigate and Banstead Council Universal Credit Forum Public Health Surrey Surrey Welfare Advice Group

Who we are

Staff

Brigid Caffyn-Parsons – Welfare Rights Adviser

Karen Creeth – Welfare Rights Adviser Sarah Fell – Welfare Rights Adviser Carol Gibbs – Senior Welfare Rights Adviser Helen Haws – Welfare Rights Adviser Ray Savage – Administrator Maria Zealey – Chief Officer

We would like to thank Surrey County Council Surrey Clinical Commissioning Groups Woking Borough Council Elmbridge Borough Council Guildford Borough Council Celia Haws

Trustees

Anne Haigh – Chair David Booth Alison Cox Jane Bourgeois John Fairley Roger Hurcombe Steve O’Sullivan - Treasurer Anne Pirie Sophia Platts Suja Subramanian

Surrey Welfare Rights Unit aims to provide the advice people need for the problems they face and improve the policies and practices that affect people’s lives. We provide free, independent, confidential and impartial advice to everyone on their rights and responsibilities. We value diversity, promote equality and challenge discrimination. We are a member of the Citizens Advice service.

Surrey Welfare Rights Unit Company Number: 3335128 Charity Number: 1062826 FCA Number: FRN 617760 OISC Registered AQS Standards in Welfare Benefits Casework and Telephone Support