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2021-12-31-accounts

Annual Report and Accounts for the year ending 31 December 2021

Inform Award-winning information and educational resources Support Outstanding support services Connect An established lymphoma community

Company Registration No 03518755 Charity Registration (England and Wales) No 1068395 (Scotland) No SC045850

Contents

Contents
Welcome Page 3
Who we are and what we do Page 4
Our year in numbers Page 5
Our objectives and achievements Page 6
Thank you to our fundraisers Page 11
Reflections and lessons learnt Page 12
Our plans for the future Page 13
Governance, structure and management Page 15
Constitution, purpose and public benefit Page 16
Board and management operations and Page 17
structure
Remuneration policy Page 18
Risk assessment and management Page 19
Our approach to fundraising Page 22
Financial review Page 23
Financial overview and review / Our reserves Page 24
policy
Statement of Trustees’ responsibilities Page 25
Independent auditor’s report Page 27
Financial statements Page 32
Reference and administrative details Page 47

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Welcome

Welcome to this year’s report on our achievements in 2021, our 35 year anniversary.

2021 was dominated by news on the COVID-19 vaccine rollout. Though positive, the vaccine response presented challenges for us and our beneficiaries, and changing restrictions brought with them feelings of uncertainty and anxiety. Throughout, we continued to provide vital information and support.

The second half of the year saw the first inklings of normality although we still could not resume face-to-face activities. The gains made in our digital strategy allowed us to remain responsive, which led to more people using our services, visiting our website, and joining our online meetings.

Though COVID-19 continued to affect our activities in 2021, we achieved our objectives for the year, surpassed our income targets (in large part through an unexpected and generous legacy) and increased our impact for people affected by lymphoma.

As a result, we were delighted to be awarded the Karen Van Rassel Leadership Award from the Lymphoma Coalition (a Global Coalition of over 80 charities), in recognition of our work supporting people affected by lymphoma throughout the pandemic.

As part of our public benefit, we recognise our wider environmental, social and governance responsibilities. In 2021 we made good progress on a number of fronts, from starting work on our ‘Environmental Statement of Intent’ to evaluating our governance and undertaking health inequalities research (an action under our Diversity and Inclusion Framework). Our Board are committed to further improving the way in which our Charity operates so that we can fulfil our wider public obligations.

Whilst I’ve decided to step down as Chair in 2022, after 11 years as a trustee and 9 as Chair, I know that the Charity is in a strong position with a bright future ahead. It is served by a very committed Senior Management Team (including our new Director of Services who joined in 2021) and Board of Trustees from which our next Chair will be selected. It has been a great privilege to be part of such a wonderful charity that has stayed true to its purpose.

Finally, I would like to thank our volunteers and staff members for continuing to deliver a high level of support despite the difficulties of another year impacted by COVID-19. I would also like to thank our dedicated lymphoma community for their generosity in 2021, without whom none of this would be possible.

Gordon Johns Chair of the Board of Trustees Lymphoma Action

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Who we are and what we do

Lymphoma Action was established in 1986, and is the only UK national charity dedicated to lymphoma – the fifth most common cancer in the UK. It provides high quality information, advice and support to people affected by lymphoma, and their family, friends and healthcare professionals.

Our vision

Everyone affected by lymphoma will receive the best possible support, treatment and care.

Our mission

Through information, education, support and influence, we will make sure no one has to face lymphoma alone.

Our values

Our goals

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2021 - our ear in numbers y

Information

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Information books and sheets COVID-19 & lymphoma Lymphoma Matters
printed or sent: magazine sent:
online page views:
31,394
168,000 76,411
Website users: Lymphoma TrialsLink page views:
2,134,365 16,491
Support & volunteering
Helpline service interactions: Active volunteers: Buddy links:
1,755 338 46
Online support meeting Members in closed Online support
attendees: Facebook support group: meetings:
1,715 280
2,491
Education & training
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1,398 listens across our 8 467 healthcare professionals attended 3 podcast episodes online educational events 14 virtual Live Your Life events 9 live webinars viewed by a total of attended by 109 people 802 people

Social media

611,200 37,219 9,675 4,414 YouTube Facebook Twitter Instagram views followers followers followers Income Total income: Challenge events: Legacies: £3,493,925 £466,969 £1,680,221

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Our objectives and achievements

In 2021 we delivered our services in a way that responded to the impact of COVID-19. Here we summarise our progress against our five main goals.

1. Create the highest quality information so that people can understand their lymphoma

2021 objective Key achievements in 2021
Develop information
about lymphoma to cover
more of what people
need, and provide
ongoing COVID-19
support
• Produced three editions of_Lymphoma Matters_
magazine, sent free of charge to over 76,000 people.
• Reviewed and printed three booklets, with total book
distribution increasing by 10% on 2020 figures.
• Provided up-to-date COVID-19 information on our
website with over 168,000 page views.
Extend our reach and
identify areas where we
can increase our impact		 • Recruited our_Time to Shine_Accessible Information
Co-ordinator.
• Completed our health inequalities research project to
understand how we can better develop services. We
received 745 responses and carried out 21 in-depth
interviews.
• Looked at unmet needs within blood cancer as part of
the Blood Cancer Alliance (BCA).
Strengthen and build our
channels to share
information, using
technology to increase
our impact		 • Revised 45 web pages with 2,134,365 information page
views on our website.
• Published 103 news blogs related to lymphoma.
• Delivered nine live webinars and eight new podcasts.
• Produced 21 information videos across the year with
7,801 views.

I’d like to thank your charity for the incredible support and information I received throughout this last challenging year.

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2. Ensure that people affected by lymphoma can access the treatment and care that they need

2021 objective Key achievements in 2021
Help people affected by
lymphoma communicate
better with their
healthcare professionals		 • Average of 58 trials listed on our TrialsLink database
throughout 2021.
• Provided healthcare professionals with regular
information and support around COVID-19 and lymphoma
related information needs.
Deliver an education
programme for
healthcare professionals		 • 322 attended our Lymphoma Management Course.
• Delivered the UK Lymphoma Radiotherapy Group annual
meeting for 84 participants.
• 61 attended our Lymphoma Education for Nurses event.
• Delivered a joint webinar on lymphoma and myeloma
through Gateway C with a total of 193 participants.
Help identify those
treatment priorities and
quality of life issues which
would make the biggest
difference in terms of
better access to
treatment and care
• 17 Health Technology Assessments (HTA) completed with
National Institute for Health and Care Excellence (NICE),
six with the Scottish Medicines Consortium (SMC) and one
with NHS England (NHSE).
• Endorsed an open letter to the public as part of_One_
_Cancer Voice_and a National Voices letter to the Prime
Minister on the lifting of restrictions/end of shielding.
• Worked with the BCA on advocacy relating to COVID-19
antibody testing and therapies.
• Joint signatory on BCA letter to Sajid Javid asking for a
government lead for the needs of the
immunosuppressed.
• Inputted to and endorsed submissions from Cancer52 and
the BCA in relation to the NICE Methods Review.

I absolutely relied on Lymphoma Action for all the facts, figures and details when it came to my cancer. Without Lymphoma Action, 'the big unknown' - when I was waiting for the diagnosis and having all the scans and tests - would've been even more excruciating.

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3. Ensure that people feel supported with and beyond lymphoma by others who understand what they are going through

2021 objective Key achievements in 2021
Continue to build our
lymphoma community to
support each other in
person and/or through
digital means		 • Delivered 280 online support meetings with 1,715
attendees, including people attending our new Young
People and Carers groups.
• Made 46 successful Buddy links.
• Delivered Check-in & Chat to those who needed
support but could not attend online meetings.
• Increased our closed Facebook support group to 2,491,
helping people to feel more informed, supported and
connected.
Increase the impact of
our helpline and
educational services		 • Carried out 1,755 interactions with our Helpline Service
via phone, email and Live Chat.
• Delivered 14_Live your Life_workshops with 109
attendees.
• Launched the_Live Your Life_mini course.
• Held the Lymphoma Focus Day with five pre-recorded
videos and opportunities to join 13 ‘chat sessions’.
Build a large volunteering
community that increases
the reach and breadth of
our work
• Supported by 338 volunteers at the end of 2021, who
provided a total of 3,598 volunteering hours, up 53% on
2020.
• Volunteers supported 3,318 people affected by
lymphoma.
• Celebrated International Volunteers’ Day and launched
an engagement survey for volunteers to help us engage
more in 2022.

I’d like to thank your charity for the incredible support. The Facebook group and support groups are the biggest support in coping with diagnosis. Being able to talk to others that are in a similar situation helps massively.

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4. Be a voice for people affected by lymphoma in order to influence the decisions that affect them and raise awareness of lymphoma

2021 objective Key achievements in 2021
Collaborate with our
partners to amplify the
voice of people affected
by lymphoma		 • Joined_One Cancer Voice_in writing to the
government on the Comprehensive Spending
Review.
• Took part in a roundtable discussion with NICE and
NHS around the Innovative Medicines Fund.
• Supported academic and other research projects
including research into patient experiences of
diffuse large B-cell lymphoma.
• Supported two healthcare professional/
pharmaceutical initiatives/events around cutaneous
(skin) T-cell lymphoma and CAR T-cell therapy; and
inputted into the Radioligand Therapy readiness
assessment project.
Strengthen the voice of
people affected by
lymphoma on a national
policy platform		 • Worked with Cancer52 and the BCA to press on
policy issues around COVID-19 and restoration of
cancer services.
• Drafted a submission to the Health and Social Care
Select Committee inquiry on delivering services
during the pandemic and beyond, as part of the BCA.
• Represented people affected by lymphoma through
the Lymphoma Coalition Community Advisory
Board, at the All-Party Parliamentary Groups on
shielding, and at Industry Partners meetings.
Develop communications
and campaigns to deliver
our message to a wide
and diverse audience		 • Implemented our 35 year anniversary plans,
focusing on mental wellbeing and raising awareness
through increased press around lymphoma and our
anniversary activities.
• Had 124,526 engagements on social media and 346
press mentions.

At the start of my treatment, I found your website and printed materials a HUGE help in terms of coming to understand a cancer which I simply hadn’t even heard of before my diagnosis.

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5. Have the most effective resources so that we are sustainable and can deliver impactful services

2021 objective Key achievements in 2021
Implement our People
Strategy		 • Focused on providing an effective hybrid working
environment, COVID-19 safe office working and a
responsive approach to changing restrictions.
• Implemented a new Employee Assistance
Programme and continued to provide mental health
first aid resources to staff.
• Undertook a staff engagement survey which was
overwhelmingly positive and drew up
recommendations to address any areas of concern.
Be financially strong and
strategically resilient for
longer-term sustainability
 • Surpassed our annual income targets by
strengthening our relationships and stewardship,
growing our individual giving income and further
developing our digital fundraising.
• Provided opportunities for supporters to get
involved, from 35 year anniversary activities to a
variety of events (2021 also saw our largest ever
contingent in the London Marathon).
• Invested in health inequalities research, peer
support review, and began strategic work to further
develop our services.
Develop our
infrastructure, ICT and
digital capabilities aligned
to our goals
• Successfully implemented our digital and ICT
strategy to improve our digital services and events
and develop online peer support.
• Implemented a new CRM database, completed a
website upgrade and conducted a web accessibility
audit.

Lymphoma Action is a wonderful charity and all the staff I’ve had contact with genuinely care, it’s lovely. Their empathy and kindness radiate from every communication you have with them which means the world to people like me.

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Thank ou to our fundraisers y

Thanks to our wonderful supporters, we have been able to raise the income we needed to safeguard our services.

Our 35 year anniversary celebrations had a special focus on ‘positive mental wellbeing’. We created some extra special fundraising events, including our Marvellous Makeathon, Gaming Challenge , Make Every Mile Count cycling challenge and our Anniversary Tea Party .

Despite COVID-19 restrictions, people came up with truly innovative ways to fundraise on our behalf. From raising circa £20k through head shaves, donating via Facebook birthday fundraisers or in memory of loved ones, our community rallied together to support us. Supporters raised over £523k through one-off donations, regular gifts and in response to appeals and the Big Give Christmas Challenge.

Once the UK restrictions began to ease, supporters raised funds through a wide variety of events, from pancake sales to golf days, and many also took part in our 27 in 27 Campaign which raised over £16k .

As the London Marathon took place both in person and virtually for 2021, our 83 runners raised an amazing £162k . Combined with the income from all those who ran, cycled, or walked, we raised nearly £467k in Challenge Event income alone in 2021.

We were delighted by the circa £400k given to us by trusts, foundations, and our corporate partners. Several companies match-funded their employees taking part in our events and our pharmaceutical supporters continued to fund a range of projects, including providing sponsorship for Healthcare Professional events.

We were incredibly grateful to receive a large legacy of £1.3m from a long-time supporter, a gift which we have designated to develop the areas of our work needing greater investment over the coming years.

Lymphoma Action would like to thank every person who has supported us and continues to support us.

Without our supporters we could not deliver our services and make the difference we do to those affected by lymphoma.

Thank you.

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Reflections and lessons

learnt

Despite the challenges and COVID-19 restrictions, 2021 was a strong year for us, and we are so grateful for the support from our dedicated lymphoma community. Reminding ourselves of why we exist, and that people come to us as a trusted source of information, helped us to respond to what people needed. These are just some of the learnings from 2021:

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Our lans for the future p

Whilst we expect 2022 to continue to be impacted by COVID-19, our mission and long-term strategy remains the same.

Our strategic aims for 2022 and beyond

1. Create the highest quality information so that people can understand their lymphoma

2. Ensure that people affected by lymphoma can access the right treatment and care that they need

3. Ensure that people feel supported with and beyond lymphoma by others who understand what they are going through

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4. Be a voice for people affected by lymphoma to influence the decisions that affect them and raise awareness of lymphoma

5. Have the most effective resources so that we are sustainable and can deliver impactful services

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Governance, structure and mana ement g

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Constitution

Lymphoma Action is incorporated as a charitable company limited by guarantee and is a registered charity in England, Wales and Scotland. It is governed by its Memorandum and Articles of Association, and the work, management, finances and strategy of the Charity is overseen by a Board of Trustees, who are also the Company Directors. The Trustees who held office during the financial year 2021 and at the date of the report are set out on page 48.

A minimum of four Trustees and a maximum of 11 Trustees in office at any one time are required by the Articles of Association. At every Annual General Meeting (AGM) four Trustees retire by rotation but are eligible for re-election. There is no restriction on the term of tenure as a Trustee. Trustees do not receive remuneration for their duties.

Purpose

The Charity’s purposes are set out in its Memorandum of Association:

Public benefit

We inform people by providing the information and literature they need to understand the complexities of their type of cancer and the different treatment options.

We support anyone affected with our confidential phone and LiveChat support line, and education/training events.

We connect people to the best resources available and to others who understand what they are going through, including through our Buddy Service and support meetings.

A diagnosis of lymphoma changes lives, whether a person is diagnosed themselves or caring for a loved one. We are often the first point of contact and continue to be there for people throughout their experience of lymphoma. Despite being the fifth most common cancer, many people know little about lymphoma. Therefore, as well as providing information and support services, we represent the interests and voice of people affected by lymphoma in areas of policy and raise awareness of lymphoma as a blood cancer.

The Trustees review the aims, objectives and activities of the Charity each year. This report looks at what the Charity has achieved and the outcomes of its work in the reporting period. The Trustees report the success of each key activity and the benefits the Charity has brought to those groups of people that it is set up to help. The review also helps the Trustees ensure the Charity's aims, objectives and activities remained focused on its stated purposes.

The Trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and in planning its future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives that have been set.

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Board and management operations and structure

Board of Trustees

The Board of Trustees meets four times a year to review the organisation’s work, finances and services, and to agree the strategic goals for the Charity. The Chief Executive and Senior Management Team attend all meetings. The Board also reviews its own operation, effectiveness and governance on an annual basis and every year there is a Trustee/Senior Management Team Away Day.

A Finance Committee, comprising three Trustees, including the Chair of the Board and the Treasurer, has specific responsibility for overseeing and reviewing the organisation’s financial operation. It usually meets four times a year, with the Chief Executive, the Director of Finance and the Director of Fundraising and Communications in attendance. However, due to the impact of the pandemic, the Finance Committee continued to meet monthly for the early half of 2021.

In addition, a Remuneration Committee, comprising three Trustees, including the Chair of the Board, the Treasurer and one other Trustee (preferably with HR expertise), meets once a year to make recommendations on setting pay awards, salary levels and to review the Chief Executive’s salary.

Recruitment and appointment of new Trustees

An annual review of the recruitment needs of the Board of Trustees is conducted under the leadership of the Chair, including a skills audit of the current knowledge, experience, skills and abilities and how they will be affected by any Trustee departures in the future. We advertise any Trustee vacancies nationally and via relevant professional and organisational networks, depending upon the expertise and specialisms required.

Applicants are shortlisted against the criteria in the person specification for the role of Trustee, including any specific qualities highlighted during the above audit. Shortlisted applicants are invited for interview by at least two Trustees, one of whom will be the Chair. Shortlisted applicants are only appointed where they have the necessary skills and qualities to contribute effectively to the Charity’s management and development.

The Charity aims to have the following represented on the Board of Trustees in terms of personal knowledge or experience: lymphoma (directly or indirectly); medical or clinical practice; financial management or investment (with preferably a recognised accountancy or auditing qualification); legal and governance; fundraising; strategic planning, human resources; public relations; media and communications; lobbying and campaigning; sales or marketing; NHS and/or cancer policy; change management; digital/information technology; monitoring and evaluating performance.

All new Trustees receive a comprehensive induction, which includes detailed information about the Charity, including its Memorandum and Articles, accounts, financial reports and minutes of previous Trustees’ meetings. In addition, Trustees attend an induction process, where they are briefed by the Chief Executive and key staff members on all aspects of the Charity’s operations, staffing and organisational management.

Under the Charity’s Diversity and Inclusion Framework the Board of Trustees is committed to ensuring that the Charity’s leadership better reflects the communities that we are here to serve. This manifests itself in a commitment to principles of equality, diversity and inclusion on the Board and an ongoing review of the Trustee recruitment process so that there is diversity of thought and experience reflected on the Charity’s Board.

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Management and organisation

Day-to-day operation of the Charity, and strategy implementation, is delegated by the Board to the Chief Executive, with the support of the Senior Management Team.

The Senior Management Team is comprised of:

Chief Executive Ropinder Gill
Director of Services Dallas Pounds
Director of Finance Jim Howson
Director of Fundraising and Communications Karen Rabjohn

Related parties

The only related parties are considered to be the Trustees and those connected with the Trustees including their close family, business and other charity interests. There have been no transactions with related parties, other than the reimbursement of any reasonable expenses for the purposes of attendance at Board meetings and other relevant organisational activities.

Remuneration policy

The Board of Trustees formally approved a remuneration policy in February 2016 which was reviewed and updated following a meeting on the 8 March 2021 and can be summarised as follows:

Lymphoma Action is committed to ensuring that we pay our staff fairly and in a way that ensures we attract and retain the right skills to have the greatest impact in delivering our charitable objectives. We also recognise that pay is part of a wider employment offer to staff, which includes, amongst others, satisfaction of working for a charity, personal development, good working practices and a range of other benefits.

To ensure we pay a fair salary that is competitive within the charitable sector, we monitor sector pay levels using a benchmarked market pay system. We also ensure that pay is proportionate to the complexity of each role, in line with our organisational objectives and without discrimination on grounds of protected characteristics as set out in the Equality Act 2010.

As set out in detail in the full policy, Lymphoma Action aims to provide remuneration which:

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A review of salaries normally takes place annually in March/April to take effect from the January before and, if changes are to be made, staff will be advised in writing of the amount and the date from which it takes effect.

A salary review does not imply an increase and in making any pay award the review will be based on the organisation’s financial health. The remuneration policy is reviewed annually and a Remuneration Committee oversees its application, providing advice to the full Board.

The Board of Trustees is committed to including the following information within its annual statutory accounts:

Risk assessment and management

Lymphoma Action has an overall risk appetite statement for the Charity as well as risk appetite statements covering each of the seven Board level risks. These set out the context of the risk, looking at the risks we may or may not be willing to take. They also consider the upside of taking appropriate risks as well as the emerging issues that require escalation.

2021 was more positive in terms of overall risk not least because of the vaccine rollout, the easing of restrictions and a considerable improvement in finances. However, COVID19 continued to impact each area of the risk register and HR issues, including vacancies and illness, increasing the people-related risk section of our risk register. As is our usual process resolving action plans were put in place to help us address the challenges.

We managed risk by continuing to be responsive, collaborating with others and supporting our staff in terms of their wellbeing and ability to work effectively. We mitigated the risks to our services and reputation by staying true to our purpose, agreeing messaging with experts and partners for consistency and focusing on further developing our digital strategies.

We managed the risk to our finances through close financial monitoring, monthly reforecasting and by putting in place new and varied fundraising activities. We were also able to build on the new digital educational activities which were successful in 2020 and which were associated with reduced expenditure costs than previous face-to-face activities.

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Overall risk appetite statement

The Board of Trustees is responsible for setting and monitoring risk appetite, balancing our need to be sustainable with our desire to meet our strategic objectives. We understand that taking risks, when well assessed and managed, is healthy - often leading to innovation, improvement and growth and that, when taking risks, we must do so in an open and transparent way.

We also understand that risks fluctuate and it is important to monitor and report on risk in order to be the most effective that we can be. Lymphoma Action operates a dynamic approach to risk assessment with each of the seven Board level risks ‘owned’ by a senior manager and actively managed. A risk matrix, showing all the risks relative to each other, is regularly reviewed by the Board of Trustees so that they are satisfied that major risks have been accurately identified and that measures for managing those risks are in place. The Board of Trustees approach to, and appetite for risk, is summarised in the risk appetite statements relating to each of the Board level risks.

Top level risks and their measures and controls

Top-level risks Measures and controls
Services strategy
Lack of coherent and effective
strategy around service delivery
to drive impact and/or reduced
quality of services		 •
Long-term strategy in place with KPIs and
business planning/strategy processes and cycles.
•
Groups to provide advice such as our Medical
Advisory Panel, Insights Panel.
•
Effective Board decision making and governance
processes.
•
Annual impact and digital assessments.
Financial
Significant drop in fundraised
income of more than £50k in
one or more major income
streams/failure to meet income
and expenditure targets, which
affects net income, the Charity’s
reserves and ability to deliver
strategic goals		 •
Diversified income streams and income
generating strategies, mapping risks and
assumptions.
•
Robust reserves policy.
•
Internal and external monitoring mechanisms
such as market trends, management accounts.
•
Robust budget setting process with finance
committee in place.
People
Failure to recruit or retain the
required skills and talent to
deliver our strategy; the
negative impact of COVID-19 on
the health and wellbeing of our
staff; and a lack of diversity and
inclusion, all of which impact on
our ability to effectively deliver
our strategy and services		 •
Competitive pay and benefits for staff.
•
Staff and volunteer surveys.
•
Robust policies and procedures.
•
Remuneration Committee in place.
•
People strategy in place and a Diversity and
Inclusion Framework.
•
Internal communications processes.
•
COVID-19 mitigation plans including focus on
staff mental wellbeing.

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Reputation
Reputational risk which impacts
on financial sustainability and
ability of the Charity to continue
its services due to incidents or
events which damage or
negatively impact the Charity's
reputation or operations (e.g.
policy position, non-compliance,
security, major incidents and
catastrophes, inappropriate
support or poor information
provision)		 •
Preventative policies and procedures, including
conflicts of interest and whistleblowing.
•
Monitoring of feedback, complaints, incidents.
•
Mechanisms to detect, investigate, report and
respond on issues.
•
Consensus building and support from experts
such as our Medical Advisory Panel and new
Insights Panel.
•
Public and professional liability insurance in
place.
•
Member of the Fundraising Regulator.
•
Media training and crisis communications policy
in place.
Systems and facilities
Inadequate, antiquated or
prone to failure which will
impact on our ability to provide
services or raise income		 •
ICT and Digital Strategy in place with external ICT
support.
•
Office/lease management and maintenance
plan.
•
Premises Strategy in place.
•
Emergency response policy and procedures in
place.
Data and Information Security
Accidental or malicious loss of
personal data or confidential
information		 •
Data protection officer and data protection
policy in place.
•
Other associated policies, frameworks and
guidance in place e.g. for working from home.
•
GDPR risk register, robust documents and
procedures in place.
•
Training for staff and volunteers.
•
Two factor authentication and security measures
across our IT systems.
•
Cyber Essentials security certificate.
Governance
Inadequate governance and/or
financial controls (leading to
possibility of fraud) or non-
compliance to legislation or
regulation, leading to
unbudgeted losses, reputational
loss, cashflow problems and/or
lack of compliance with
statutory requirements		 •
Effective HR provision in place.
•
Policies and procedures including effective
emergency response policy and procedures.
•
Reviews against financial regulations in place.
•
Quorate number of Trustees on the Board with
varied experience and expertise.
•
Adhere to guidance from the Charity
Commission.
•
Appropriate insurance cover and measures.

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Our approach to fundraising

We uphold the highest standards in how we communicate with supporters and ensure that our fundraising practices meet the requirements of the recommended Codes of Practice. We are registered with the Fundraising Regulator, which maintains the standards for charitable fundraising and we ensure that our fundraising is respectful, open, honest and accountable to the public. Key aspects of our approach to fundraising:

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Financial review 23

Financial overview and review

In 2021 our income was £3,493,925, up by 103% or £1,771,645 on the prior year’s £1,722,280. This increase was considerably more than expected due to an unexpected legacy of £1.3M received towards the end of the year and a better-than-expected performance on underlying income streams.

A number of factors contributed to our financial performance: a conservative original budget for 2021; strong engagement and performance in individual giving which also contributed to better than expected Gift Aid income; persuasive grant applications focusing on the COVID-19 emergency at the beginning of the year; an improvement in Community income and Challenge events (which saw our largest ever London Marathon contingent); responsive communications and the unexpected legacy windfall in December.

This was a great achievement involving every member of the Lymphoma Action team and is testament to the hard work and cohesion across the organisation which enabled us to demonstrate our impact to funders.

Expenditure increased to £1,480,547, up by £87,810 from the prior year’s £1,392,737 reflecting controlling of costs across a range of slowly expanding activities throughout the year. Whilst staff costs reduced due to vacancies and long-term sick leave, they were offset by increased agency fees. Fundraising expenditure also increased from a low base in 2020 and with the recognition of costs, and income, for two marathons (reflecting the rolled over places from the cancelled 2020 event).

Overall, expenditure on publications, information and raising awareness increased by nearly 5% on 2020 whereas expenditure on support services decreased by circa 9%. This reflected increased investment in information provision and website development during a full 12 months in which there was no face-to-face support activities.

At 31 December 2021 the net assets of the Charity were £3,209,495 (2020: £1,196,117), comprising £1,710,729 in uncommitted unrestricted funds (2020: £1,036,426) and £1,483,542 in designated unrestricted funds (2020: £116,920). We had an excess of income over expenditure of £2,013,378 allowing us to face the immediate future with a certain degree of confidence.

Our reserves policy

In 2019 we reviewed our Reserves Policy in line with best practice guidance to better build a resilience within the finances of the Charity. By developing an intelligent reserves policy (with a clear understanding of income and expenditure), we could more effectively consider financial risk. Our policy identifies three elements of reserve:

24

The reserves are reviewed in line with this policy annually at budget setting time and in time for the new financial year. Notwithstanding this, the reserves amount is calculable at any point of the year if required. Lymphoma Action will continue to express the reserves amount in ‘months expenditure’ for the purposes of external communications and will consider and recalculate the reserves level should it fall under what would be deemed three months of expenditure. At 31 December 2021 we held £1,710,729 as free reserves (2020: £1,036,426) representing 14 months of unrestricted annual expenditure not met from designated reserves. Our designated reserves, in particular the designation of the large legacy, reflect the Board of Trustees’ commitment to the strategic development of the Charity’s services, with funds set aside pending careful consideration of investment options.

Statement of Trustees’ responsibilities

The format and content of the report and financial statements comply with the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities (SORP 2019) issued October 2019, applicable accounting standards, the Charities Act 2011 and the Companies Act 2006.

Company law requires the Trustees, as Directors of the Charitable Company, to prepare financial statements for each financial period which give a true and fair view of the state of the affairs of the Charitable Company as at the balance sheet date and of its incoming resources and application of resources, including income and expenditure, for the financial period. In preparing those financial statements, the Trustees follow best practice and:

The Trustees are responsible for maintaining adequate accounting records which disclose with reasonable accuracy at any time the financial position of the Charitable Company and to enable them to ensure that the financial statements comply with the Charities Act 2011 and the Companies Act 2006.

The Trustees are also responsible for safeguarding the assets of the Charitable Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

25

Disclosure of information to the Auditor

In accordance with company law, as the Company’s Trustees, we certify that:

Auditor

The Auditor, Sayer Vincent LLP, have signified their willingness to continue in office. A resolution to re-appoint them as Auditor will be proposed at the forthcoming annual general meeting.

Financial statements are published on Lymphoma Action's website in accordance with legislation in the United Kingdom governing the preparation and dissemination of financial statements, which may vary from legislation in other jurisdictions.

The maintenance and integrity of Lymphoma Action's website is the responsibility of the Trustees. The Trustees' responsibility also extends to the ongoing integrity of the financial statements contained therein.

The Trustees have prepared this report in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small entities.

Signed by Gordon Johns, chair, on behalf of the Trustees of Lymphoma Action

Gordon Johns 9 May 2022

Chair

26

Independent Auditor’s report to the members of Lymphoma Action

Opinion

We have audited the financial statements of Lymphoma Action (the ‘Charitable Company’) for the year ended 31 December 2021 which comprise the statement of financial activities, balance sheet, statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the Charitable Company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the Trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on Lymphoma Action’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the Trustees with respect to going concern are described in the relevant sections of this report.

27

Other Information

The other information comprises the information included in the Trustees’ Annual Report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the Annual Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the Charitable Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees’ Annual Report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 and the Charities Accounts (Scotland) Regulations 2006 (as amended) require us to report to you if, in our opinion:

28

Responsibilities of Trustees

As explained more fully in the statement of trustees’ responsibilities set out in the Trustees’ Annual Report, the Trustees (who are also the Directors of the Charitable Company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Trustees are responsible for assessing the Charitable Company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the Charitable Company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

We have been appointed as auditor under section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and under the Companies Act 2006 and report in accordance with regulations made under those Acts.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud are set out below.

Capability of the audit in detecting irregularities

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, our procedures included the following:

29

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities . This description forms part of our auditor’s report.

Use of our report

This report is made solely to the Charitable Company's members as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006 and section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005. Our audit work has been undertaken so that we might state to the Charitable Company's members those matters we are required to state to them in an auditor’s report and for no other purpose.

30

To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charitable Company and the Charitable Company's members as a body, for our audit work, for this report, or for the opinions we have formed.

Jonathan Orchard (Senior statutory auditor)

23 May 2022

for and on behalf of Sayer Vincent LLP, Statutory Auditor Invicta House, 108-114 Golden Lane, LONDON, EC1Y 0TL Sayer Vincent LLP is eligible to act as auditor in terms of section 1212 of the Companies Act 2006

31

Lymphoma Action

Statement of financial activities (incorporating an income and expenditure account)

For the year ended 31 December 2021

Unrestricted
£
2,733,444
24,090
493,749
452		 Restricted
£
242,190
-
-
-		 2021
Total
£
2,975,634
24,090
493,749
452		 Unrestricted
£
1,157,982
27,535
281,632
954		 Restricted
£
254,177
-
-
-		 2020
Total
£
1,412,159
27,535
281,632
954
3,251,735 242,190 3,493,925 1,468,103 254,177 1,722,280
536,531
297,588
311,585
65,106		 -
147,984
76,753
45,000		 536,531
445,572
388,338
110,106		 427,721
375,134
290,470
54,777		 -
49,780
137,879
56,977		 427,721
424,914
428,349
111,754
1,210,810 269,737 1,480,547 1,148,103 244,636 1,392,739
-
2,040,925		 -
(27,547)		 -
2,013,378		 -
320,000		 -
9,541		 -
329,541
2,040,925
1,153,345		 (27,547)
42,772		 2,013,378
1,196,117		 320,000
833,345		 9,541
33,231		 329,541
866,576

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 19 to the financial statements.

32

Lymphoma Action

Company no. 03518755

Balance sheet

As at 31 December 2021

Note
Fixed assets:
12
13
Current assets:
13
14
Liabilities:
15
17
18
Total unrestricted funds
Investments
Cash at bank and in hand
Tangible assets
The funds of the charity:
Creditors: amounts falling due within one year
Net current assets
Restricted income funds
Unrestricted income funds:
Designated funds
Net assets
General funds
Total charity funds
Stock
Debtors		 £
9,687
112,936
3,173,242		 2021
£
14,798
-		 £
6,814
135,099
1,179,167		 2020
£
28,471
-
14,798
3,194,697		 28,471
1,167,646
3,295,865
(101,168)		 1,321,080
(153,434)
1,483,542
1,710,729		 116,920
1,036,426
3,209,495 1,196,116
15,224
3,194,271		 42,771
1,153,346
3,209,495 1,196,117

Approved by the trustees on 9 May 2022 and signed on their behalf by

Gordon Johns Chairman

33

Lymphoma Action

Statement of cash flows

For the year ended 31 December 2021

Note
£
£
Cash flows from operating activities
2,013,378
13,672
-
(452)
(2,872)
22,163
(52,266)
1,993,623
452
-
-
452
1,994,075
1,179,167
3,173,242
Net income / (expenditure) for the reporting period (as
per the statement of financial activities)
Depreciation charges
(Gains)/losses on investments
Interest from investments
2021
Cash and cash equivalents at the end of the year
Change in cash and cash equivalents in the year
(Increase) Decrease in stocks
Decrease / (Increase) in debtors
Increase/(decrease) in creditors
Net cash (used in) operating activities
Cash and cash equivalents at the beginning of the year
Net cash provided by investing activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of fixed assets
Proceeds from sale of investments		 Note
£
£
Cash flows from operating activities
2,013,378
13,672
-
(452)
(2,872)
22,163
(52,266)
1,993,623
452
-
-
452
1,994,075
1,179,167
3,173,242
Net income / (expenditure) for the reporting period (as
per the statement of financial activities)
Depreciation charges
(Gains)/losses on investments
Interest from investments
2021
Cash and cash equivalents at the end of the year
Change in cash and cash equivalents in the year
(Increase) Decrease in stocks
Decrease / (Increase) in debtors
Increase/(decrease) in creditors
Net cash (used in) operating activities
Cash and cash equivalents at the beginning of the year
Net cash provided by investing activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of fixed assets
Proceeds from sale of investments		 Note
£
£
Cash flows from operating activities
2,013,378
13,672
-
(452)
(2,872)
22,163
(52,266)
1,993,623
452
-
-
452
1,994,075
1,179,167
3,173,242
Net income / (expenditure) for the reporting period (as
per the statement of financial activities)
Depreciation charges
(Gains)/losses on investments
Interest from investments
2021
Cash and cash equivalents at the end of the year
Change in cash and cash equivalents in the year
(Increase) Decrease in stocks
Decrease / (Increase) in debtors
Increase/(decrease) in creditors
Net cash (used in) operating activities
Cash and cash equivalents at the beginning of the year
Net cash provided by investing activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of fixed assets
Proceeds from sale of investments		 £
£
329,542
14,327
-
(954)
1,565
(16,154)
35,220
363,546
954
(5,747)
-
(4,793)
358,753
820,414
1,179,167
2020		 £
£
329,542
14,327
-
(954)
1,565
(16,154)
35,220
363,546
954
(5,747)
-
(4,793)
358,753
820,414
1,179,167
2020
452
-
-		 954
(5,747)
-
1,994,075
1,179,167		 358,753
820,414
3,173,242 1,179,167

34

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

1 Accounting policies

a) Statutory information

Lymphoma Action is a charitable company limited by guarantee and is incorporated in England, Wales, and Scotland.

The registered office address is 3 Cromwell Court, New Street, Aylesbury, HP20 2PB.

b) Basis of preparation

The financial statements have been prepared in accordance with 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) - (Charities SORP FRS 102), The Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (March 2018) and the Companies Act 2006.

Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note.

In applying the financial reporting framework, the trustees have made a number of subjective judgements, for example in respect of significant accounting estimates. Estimates and judgements are continually

evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. The nature of the estimation means the actual outcomes could differ from those estimates. Any significant estimates and judgements affecting these financial statements are detailed within the relevant accounting policy below.

c) Public benefit entity

The charity meets the definition of a public benefit entity under FRS 102.

d) Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern. We have free reserves in excess of ten months of unrestricted expenditure which provides the capacity to respond to changing circumstances.

The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

e) Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the income have been met, it is probable that the income will be received and that the amount can be measured reliably.

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor’s intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is a treated as a contingent asset and disclosed if material.

Income received in advance of the provision of a specified service is deferred until the criteria for income recognition are met.

35

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

1 Accounting policies (continued)

Donated professional services and donated facilities are recognised as income when the charity has control over the item or received the service, any conditions associated with the donation have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), volunteer time is not recognised so refer to the trustees’ annual report for more information about their contribution.

On receipt, donated gifts, professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

g) Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

h) Fund accounting

Restricted funds are to be used for specific purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund.

Unrestricted funds are donations and other incoming resources received or generated for the charitable purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular purposes.

i) Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

j) Allocation of support costs

Resources expended are allocated to the particular activity where the cost relates directly to that activity. However, the cost of overall direction and administration of each activity, comprising the salary and overhead costs of the central function, is apportioned on a per capita basis.

Governance costs, comprising the audit fee, trustees' expenses and indemnity insurance, and the cost of recruiting new trustees, are apportioned on a per capita basis.

k) Operating leases

Rental charges are charged on a straight line basis over the term of the lease.

l) Tangible fixed assets

Items of equipment are capitalised where the purchase price exceeds £1,000. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if

circumstances indicate their carrying value may exceed their net realisable value and value in use. Major components are treated as a separate asset where they have significantly different patterns of consumption of economic benefits and are depreciated separately over its useful life.

Where fixed assets have been revalued, any excess between the revalued amount and the historic cost of the asset will be shown as a revaluation reserve in the balance sheet.

Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows:

10 years 3 years 5 years

36

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

1 Accounting policies (continued)

m) Listed investments

Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. Any change in fair value will be recognised in the statement of financial activities. Investment gains and losses, whether realised or unrealised, are combined and shown in the heading “Net gains/(losses) on investments” in the statement of financial activities. The charity does not acquire put options, derivatives or other complex financial instruments.

n) Stocks

Stocks are stated at the lower of cost and net realisable value. In general, cost is determined on a first in first out basis and includes transport and handling costs. Net realisable value is the price at which stocks can be sold in the normal course of business after allowing for the costs of realisation. Provision is made where necessary for obsolete, slow moving and defective stocks.

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

q) Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

r) Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

s) Pensions

Contributions payable to the company's pension scheme are charged to the statement of financial activities in the period to which they relate.

2 Income from donations and legacies

Fundraising and individual giving
In memoriam
Trusts and companies
Big Lottery Fund
Gift aid
Legacies
HMRC JRS Grant		 Unrestricted
£
515,138
237,881
160,630
-
769
138,805
1,680,221		 Restricted
£
-
-
242,190
-
-
-
-		 2021
Total
£
515,138
237,881
402,820
-
769
138,805
1,680,221		 Unrestricted
£
415,397
107,715
215,493
100,000
35,017
108,246
176,114		 Restricted
£
30,000
-
224,177
-
-
-
-		 2020
Total
£
445,397
107,715
439,670
100,000
35,017
108,246
176,114
2,733,444 242,190 2,975,634 1,157,983 254,177 1,412,160

37

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

Unrestricted
£
24,090
24,090
4
Education and training
Income from other trading activities		 Unrestricted
£
24,090		 £
-
Restricted		 2021
Total
£
24,090		 Unrestricted
£
27,535		 £
-
Restricted		 2020
Total
£
27,535
24,090 - 24,090 27,535 - 27,535
5
Income from investments
Investment income
Challenge events
Trading income
Bank interest		 Unrestricted
£
466,969
26,781		 £
-
-
Restricted		 2021
Total
£
466,969
26,781		 Unrestricted
£
256,846
24,786		 £
-
-
Restricted		 2020
Total
£
256,846
24,786
493,749 - 493,749 281,632 - 281,632
Unrestricted
£
452
-		 £
-
-
Restricted		 2021
Total
£
452
-		 Unrestricted
£
954
-		 £
-
-
Restricted		 2020
Total
£
954
-
452 - 452 954 - 954

38

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

Cost of raising funds Cost of raising funds Charitable activities Charitable activities Governance
costs
£
32,005
-
-
-
-
-
-
-
-		 Support
costs
£
119,057
-
-
-
-
-
-
-
-		 2021
Total
£
932,710
88,460
104,523
17,305
38,087
70,077
31,201
2,541
7,923		 2020
Total
£
961,920
44,483
3,578
18,377
52,341
51,697
35,024
3,199
11,620
Generating
donation and
legacies
£
199,499
88,460
-
-
-
-
-
-
-
 Costs of
activities for
generating
funds
£
26,563
-
104,523
17,305
-
-
-
-
-
 Publication
production &
distribution,
information and
raising awareness
£
233,976
-
-
-
38,087
70,077
-
-
-		 Support for
people
affected by
lymphoma
£
248,604
-
-
-
-
-
31,201
2,541
-		 Education
and training
£
73,006
-
-
-
-
-
-
-
7,923
88,460
-
-
-
-
-
-		 121,828
-
-
-
-
-
-		 108,164
-
-
-
-
-
-		 33,742
-
-
-
-
-
-		 7,923
-
-
-
-
-
-		 -
-
-
-
-
-
13,005		 -
83,399
41,692
35,951
13,673
-
-		 360,118
83,399
41,692
35,951
13,673
13,005		 220,319
93,744
42,222
48,454
14,327
11,751
287,959
74,715
11,447		 148,391
12,156
1,862		 342,140
89,690
13,742		 282,346
91,910
14,082		 80,929
25,300
3,876		 45,010
-
(45,010)		 293,771
(293,771)
-		 1,480,547 1,392,737
-
-
374,122 162,409 445,572 388,338

39

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

Staff costs (Note 8)
Direct costs
Generating donations and legacies
Challenge event fees
Merchandise and other costs
Publications
Raising awareness and website
Helpline and support services
Regional and international activities
Workshop, conference and events
Support costs
Finance, HR & IT
Premises
Stationery, post, phone, equipment and sundry
Depreciation
Governance
Support costs
Governance costs
Total expenditure 2020		 Cost of raising funds Cost of raising funds Charitable activities Charitable activities Governance
costs
£
31,592
-
-
-
-
-
-
-
-		 Support
costs
£
119,085
-
-
-
-
-
-
-
-		 2020
Total
£
961,920
44,483
3,578
18,377
52,341
51,697
35,024
3,199
11,620
Generating
donation and
legacies
£
219,302
44,483
-
-
-
-
-
-
-
 Costs of
activities for
generating
funds
£
27,591
-
3,578
18,377
-
-
-
-
-
 Publication
production &
distribution,
information and
raising awareness
£
222,648
-
-
-
52,341
51,697
-
-
-		 Support for
people
affected by
lymphoma
£
272,015
-
-
-
-
-
35,024
3,199
-		 Education
and training
£
69,687
-
-
-
-
-
-
-
11,620
44,483
-
-
-
-
-
-		 21,955
-
-
-
-
-
-		 104,038
-
-
-
-
-
-		 38,223
-
-
-
-
-
-		 11,620
-
-
-
-
-
-		 -
-
-
-
-
-
11,751		 -
93,744
42,222
48,454
14,327
-
-		 220,319
93,744
42,222
48,454
14,327
11,751
263,786
92,029
12,550		 49,546
8,634
1,177		 326,686
86,439
11,788		 310,238
103,937
14,174		 81,307
26,793
3,654		 43,343
-
(43,343)		 317,832
(317,832)
-		 1,392,739
-
-
368,365 59,357 424,913 428,349 111,754 - - 1,392,739

40

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

This is stated after charging:

This is stated after charging:
2021 2020
£ £
Depreciation 13,672 14,327
Operating lease rentals payable:
Property 29,082 28,535
Other 4,382 4,383
Auditor's remuneration (excluding VAT):
Audit 7,875 7,500

Staff costs were as follows:

Staff costs were as follows:
Employer’s contribution to defined contribution pension schemes
Income protection and life assurance
Social security costs
Redundancy and termination costs
Salaries and wages		 2021
£
813,067
-
69,638
46,661
3,344		 2020
£
828,403
-
74,291
47,605
11,621
932,710 961,920

The following number of employees received employee benefits (excluding employer pension costs and employer's national insurance) during the year between:

2021 2020
No. No.
£70,000 - £79,999 1 1

The total employee benefits (including pension contributions and employer's national insurance) of the key management personnel were £214,027 (2020: £253,232) in relation to four key management posts.

The charity trustees were neither paid nor received any other benefits from employment with the charity in the year (2020: £nil). No charity trustee received payment for professional or other services supplied to the charity (2020: £nil).

Trustees' expenses represent the payment or reimbursement of travel and subsistence costs totalling £0 (2020: £158) incurred by 0 (2020: 2) members relating to attendance at meetings of the trustees.

During the year trustee liability insurance was obtained for £3,198 (2020: £2,594).

9 Staff numbers

The average number of employees (head count based on number of staff employed) during the year was 31 (2020: 31).

Staff are split across the activities of the charity as follows (head count basis):

Charitable activities
Raising funds
Support staff		 2021
No.
9
17
5		 2020
No.
9
17
5
31 31

41

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

10 Related party transactions

There are no related party transactions to disclose for 2020 (2019: none).

11 Taxation

The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

12 Tangible fixed assets

At the end of the year
Net book value
At the start of the year
Charge for the year
At the end of the year
Cost
Disposals in year
Disposed of in year
At the start of the year
Additions in year
Depreciation
At the end of the year
At the start of the year		 Property
improvements
£
4,457
-
-		 Computer
equipment
£
52,317
-
-		 Furniture &
equipment
£
10,208
(10,208)
-		 Total
£
66,982
(10,208)
-
4,457 52,317 - 56,774
4,457
-
-		 24,141
-
13,378		 9,914
(10,208)
294		 38,512
(10,208)
13,672
4,457 37,519 - 41,976
- 14,798 - 14,798
- 28,177 294 28,471

All of the above assets are used for charitable purposes.

13 Stock

13
Stock
14
Goods for resale
Income tax receivable
Prepayments
Accrued income
Debtors		 2021
£
9,686		 2020
£
6,814
9,686 6,814
2021
£
42,470
70,466
-		 2020
£
27,688
102,588
4,823
112,936 135,099

42

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

15 Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
Accruals
Deferred income (note 16)
Trade creditors
Taxation and social security		 2021
£
52,979
18,028
7,290
22,870		 2020
£
45,663
14,024
9,000
84,747
101,168 153,434

16 Deferred income

Deferred income comprises income received in advance for events, including entry deposits and sponsorships for individuals undertaking challenge events.


individuals undertaking challenge events.
Balance at the beginning of the year
Amount released to income in the year
Amount deferred in the year
Balance at the end of the year		 2021
£
84,748
(75,324)
13,446		 2020
£
39,533
(10,199)
55,413
22,870 84,748

17a Analysis of net assets between funds (current year)

Tangible fixed assets
Net current assets
Tangible fixed assets
Net current assets
Net assets at 30 December 2020
Net assets at 31 December 2021
Analysis of net assets between funds (prior year)		 General
unrestricted
£
-
1,710,729		 Designated
£
14,798
1,468,744		 Restricted
£
-
15,224		 Total funds
£
14,798
3,194,697
1,710,729 1,483,542 15,224 3,209,495
General
unrestricted
£
-
1,036,427		 Designated
£
28,177
88,745		 Restricted
£
294
42,477		 Total funds
£
28,471
1,167,649
1,036,427 116,922 42,771 1,196,120

43

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

18a Movements in funds (current year)

Total restricted funds
Total designated funds
General funds
Support for people affected by lymphoma
Counselling/psychological support
Information & support, including helpline,
buddy scheme & support groups
Research
Total funds
Education and training
Events and activities
Unrestricted funds:
Designated funds:
Investment Reserve
Legacy fluctuation fund
Information and publications
Publications
Webinar equipment
Total unrestricted funds
Facebook settlement fund
Value of functional assets net of restricted
funds
Premises fund
Restricted funds:
ICT replacement fund		 At 1 January
2021
£
-
294
3,200
27,253
12,024
-		 Income &
gains
£
147,690
-
-
49,500
-
45,000		 Expenditure
& losses
£
(147,690)
(294)
-
(76,753)
-
(45,000)		 Transfers
£
-
-
-
-
-
-		 At 31
December
2021
£
-
-
3,200
-
12,024
-
42,771 242,190 (269,737) - 15,224
-
-
8,745
30,000
50,000
28,175		 1,300,000
50,000
-
20,000
10,000
-		 -
-
-
-
-
(13,378)		 -
-
-
-
-
-		 1,300,000
50,000
8,745
50,000
60,000
14,797
116,920 1,380,000 (13,378) - 1,483,542
1,036,426 1,871,735 (1,197,432) - 1,710,729
1,153,346 3,251,735 (1,210,810) - 3,194,271
1,196,117 3,493,925 (1,480,547) - 3,209,495

The narrative to explain the purpose of each fund is given at the foot of the note below.

44

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

Restricted funds:
Total restricted funds
Total designated funds
General funds
Support for people affected by lymphoma
Counselling/psychological support
Information & support, including helpline,
buddy scheme & support groups
Total funds
Facebook settlement fund
Legacy fluctuation fund
Premises fund
Value of functional assets net of restricted
funds
Total unrestricted funds
Live Your Life - Big Lottery Fund
Live Your Life - other
Research
Education and training
Events and activities
Unrestricted funds:
Designated funds:
Information and publications
Publications
Webinar equipment		 At 1 January
2020
£
-
774
3,200
-
17,232
12,024
-		 Income &
gains
£
49,300
-
-
124,900
-
23,000
-
56,977		 Expenditure
& losses
£
(49,300)
(480)
-
(97,647)
(17,232)
(23,000)
-
(56,977)		 Transfers
£
-
-
-
-
-
-
-
-		 At 31
December
2020
£
-
294
3,200
27,253
-
12,024
-
33,231 254,177 (244,636) - 42,771
-
30,000
50,000
36,276		 -
-
-
-		 -
-
-
(13,847)		 8,745
-
-
5,746		 8,745
30,000
50,000
28,175
116,276 - (13,847) 14,491 116,920
717,069 1,468,103 (1,134,255) (14,491) 1,036,426
833,345 1,468,103 (1,148,102) - 1,153,346
866,576 1,722,280 (1,392,738) - 1,196,117

The narrative to explain the purpose of each fund is given at the foot of the note below.

Purposes of restricted funds

Information and publications

Lymphoma nurse educational resource

We have continued to develop a wide range of online resources including videos and webinars in conjunction with our education and training programme, and make these available to participants in our National Clinical Nurse Specialist training Programme. These resources are also available to a wider audience on our website, and this will continue in 2022.

Publications

Grants to fund information booklets from our award-winning range about lymphomas and their treatment.

45

Lymphoma Action

Notes to the financial statements

For the year ended 31 December 2021

Support for people affected by lymphoma

Counselling / psychological support

Grants towards a counselling psychological support service for people affected by lymphoma, helping them to come to terms with a diagnosis and deal with distress, anxiety and depression.

Information and support, including helpline, buddy scheme and support groups

Grants received towards our information and support services. These include our helpline (telephone, email and live chat enquiries from people worried about or needing information on lymphoma), buddy scheme (putting people in touch with others going through a similar experience) and a network of support groups across the UK (where patients, relatives and friends can meet on a regular basis to learn from each other and give mutual support).

Live Your Life – Big Lottery Fund

Funds received as part of a three-year grant totalling £318,000 from the Big Lottery Fund to launch an education and support programme for people returning to a ‘new normal’ after treatment has finished and for those on a ‘watch and wait’ regime.

Research

Funds received and carried over for research into lymphoma and the lives of those affected by lymphoma, work to scope activity has taken place in 2018, which we expect to launch in 2021.

Education and training

Education and training events and activities

Events for healthcare professionals are held throughout the year.

Purposes of designated funds

In December 2021 we received a legacy of £1.3 million which has been designated for development projects seeking to expand the range of our work and accounted for separately from other funds to prevent it masking any underperformance in mainline fundraising and services.

The ICT replacement fund is to replace ICT assets.

The Facebook settlement fund is a provision for possible over recovery of gift aid contingent on the resolution of issues between Facebook and HMRC.

The legacy fluctuation fund is set aside to offset any lower than expected legacy income.

The premises fund is created to cover potential costs of relocation and or refurbishment when the current lease expires.

19 Operating lease commitments payable as a lessee

The charity's total future minimum lease payments under non-cancellable operating leases is as follows for each of the following periods


following periods
Less than one year
One to five years		 2021
2020
£
£
47,377
29,311
78,750
19,713
126,127
49,024
Property		 2021
2020
£
£
4,382
4,382
6,209
11,687
10,591
16,069
Equipment
126,127 49,024 10,591 16,069

20 Legal status of the charity

The charity is a company limited by guarantee and has no share capital. The liability of each member in the event of winding up is limited to £1.

46

Reference and administrative details

Trustees

Gordon Johns (#,*) Chair (and Chair of Remuneration Committee)

Dr Cathy Burton Tricia Cavell-Hill (#,) James Cray () Mark Harrison Nicola King Retired February 2021 Keith McLeod (#,*) Treasurer (and Chair of Finance Committee) David McNeill Sarah Wells Shaf Mansour Joined May 2021

Member of Finance Committee

Chief Executive Ropinder Gill Key management Jim Howson Director of Finance personnel Dallas Pounds Director of Services Karen Rabjohn Director of Fundraising & Communications

Company secretary Ropinder Gill President Professor John Radford Patron Lord Menzies Campbell of Pittenweem Charity number England and Wales 1068395 Scotland SC045850 Company number 03518755 Registered office 3 Cromwell Court New Street Aylesbury Buckinghamshire HP20 2PB Website www.lymphoma-action.org.uk Bankers CAF Bank Ltd 25 Kings Hill Avenue, West Malling, Kent ME19 4JQ National Westminster Bank plc 22 Market Square, Aylesbury, Buckinghamshire HP20 1TR

47

Auditor Sayer Vincent LLP Invicta House 108-114 Golden Lane London EC1Y 0TL

Medical Advisory Panel

Dr Kirit Ardeshna Charlotte Bloodworth Dr Adrian Bloor Professor Kristian Bowles Dr Cathy Burton Dr Graham Collins Professor David Cunningham Professor Stephen Devereux Dr Shirley D’Sa Professor Martin Dyer Dr Paul Fields Dr George Follows Dr Christopher Fox Dr Eve Gallop-Evans Dr Georgina Hall Professor Peter Hoskin Professor Tim Illidge Professor Peter Johnson Dr Rod Johnson Dr Nagesh Kalakonda Dr Ben Kennedy Dr Kim Linton Dr Prem Mahendra Dr Robert Marcus Dr Pam McKay Dr Andrew McMillan Dr Christopher McNamara Dr Wendy Osborne Dr Shankara Paneesha Dr Ruth Pettengell Professor Andrew Pettitt Professor John Radford (Chair) Dr Ravi Ratnavel Barbara Von Barsewisch Sarah Wells Dr Andy Wotherspoon

48