The Advocacy People Financial Statements Year ended 31 March 2023 CharSty No.. 1080679 Company No.. 03963421
The Advocacy peDplÈ, Company Number0963421 ILlmlted by Gua¥anteel Contents Reports Page Reference and Administrative Dètails Report of the Trustèes 2-14 Report of the Auditors 1>19 Flnancial Statements Statetnent of flnancial activites 20 Balance Sheet 21 Statement of Gish Flow5 22 Notes forming part of the financlal statements 23-41
The Advocacy People, Company Number 0963421 (Llmlted by GuaTaftteÈl Reference and Administrative Detalls Trustees . Dodso Chalr A. Chambers (retired 2 December 20221 T. O'Brien l. Bew5 A. Solemanl (nee Steel) C. Bates (retired 23 June 20231 S. Gandhi-whltaker E. Nistor-Lustermans Hon. Treasurer S. Yang Chlef Executlve & Company Secretary M. Hilton Reglstered Offlce Rock House 49-51 Cambrfdge Road Hastlngs East Sussex TN34 1 DT Auditors Kre5ton Reeves LLP 37 St Margarevs 5tree( Canterbury CT12TU Bankets The Co-operatlve Bank p.l.c Head Office POBox101 1 Balloon Street Manchester M604EP Lloyds Bank 25 Gresham Street London EC2V7HN Solicltors Sherrards Solicitors Grosvenor Hall Bolnore Road Haywards Heath West Sussex RH16 4BX Page I
The Advocacy Peoplq Company NumbÈr D963421 (Llmlted byGuar3nteel Report of the Trustees for the year ended 31 st March 2023 The Trustees of The Advocacy People present their annual report for the year I st Aprll 2022 to 31st March 2023. Ourvision The Advocacy People believe in a Society where people feel in control of their lives and are confident to speak up. and where people who can't speak up for themselves have someone in their corner to speak for them. It is our rnlssion to: help anybody that needs independent 5UPPOrt to speak up. deliver quality and ir*novation through our practice. improve people's lives Individually and collectively throu8h putting thelr case to policymakers. Ourvalues People are at the hèart of what we do. Anyone can feel powerless and unable to speak up when faced with a difficult situation. Anyone should have access to an advocate. People matter. Ir) an equal society, declslons about people's Ilves must be made fairly, Involving the person a5 far as posslble. People make the difference. If our staff are happy at work theywill be effectlve at work. People should be heard at every level of pollcy and dec151on-making. We work hard to make thls happen. We are clear that the people-centred fundamentals of advocacy and the related services we deliver and manage should be at the heart of how we think about public servlces. This Is particularly true when those using servlces are in vulnerable sitLiations. It is also through these people-centred values that we car) best harne55 the energy and idea5 to be the best that we can be. We want to work in concert with partners who bring expertlse about speciflc thlngs in specific areas,. and we 311 need to work effectively together a5 colleagues. We IoDk to invest resources in manitoring. influenclng, and responding to key developments and initiatives in the external environmenL particularly within the health and social care arena. We work to ensure that clSent vlews, concerns and experiences Influence service pollcy, plannlns and dellvery through our local teams. Page 2
The Advocacy People. Company Number 0963421 ILlmlted by Guarantee) Those that can flex and adapt will thrive,. so, all our delivery mode15 can and should evolve. The Advocacy People work beyond our own dlrect delivery respon51bllitles to improve health and social servlces on both local and national levels through strong local relationships. effective collaboratlons, and appropriate contributions to wlder debates. We will pursue this by seeklng to improve and grow the services we deliver and manage and by identifying opportunltles for new and better Services. Scope of Operations The Advocacy People works mainly acr055 the south of England, wlth servlces from Cornwall to Kent, and from Southampton to Mllton Keynes. StrLJCture, Governance and Management Governing Documents The Advocacy People Is a charitable company limited by guarantee, Sncorporated on 3 April 2000, and reglstered as a charity on 11 May 2000. It was established under a Memorandum of Association, which establishes its objects and power5 and is governed ur)der its articles of a55Dclatlon which were last amended In 2023. Responsibilities of the Board The Trustee5 are responsible for ensurlng the financlal statements of the charlty comply with the Charities Act 2011. the Companles Act 2006, its Memorandum and Artlcles of sOcIation, and the Accountir)g and Reporting by Charities.. Statement of Recommended Practice. which is applicable to charities preparing their accounts in accordance with the Financial Reportlng Standard IFRS 1021. Under company law the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the affairs of the charlty and of the surplus or def5CIt of the charlty for that period. In preparlng these financial statements, the Trustee5 are reuuired to-. Select suitable accounting policies and then apply them con5iStentty. make Judgements and estimates that are reasonable and prudent. comply with applicable accountlng standards. subject to any material departures disclosed and explained In the financial statements,. and prepare the financial 5tatement5 on the going concern basls unless It is inappropriate to presume that the charity will continue in bu51ness. The Trustees are responsible for keeping adequate accountirng records that are sufficient to show and explaln rhe charity's transactlons and disc105e with reasonable accuracy at any time the financial position of the charlty and ernable them to ensure that the financial 5tatement5 comply with the Companles Act 2006. They are a150 responsible for safeguarding the assets of the charlty and hence for taking reasonable step5 for the prevention and detection of fraud and other Irregularities. Page 3
The Advocacy peopl Company Number 0963421 (Llmlted by Guarantee) Statements as to disclosure of information to auditor5 SO far as the Trusrp_p_% are aware at the time the report Is approved.. there Is no relevant audit informatlon of which the charity auditors are unaware. and the Trustees have taken all steps to make themselves aware of any relevant audlt Inform£tlon and to establish that the auditors are aware of that Information. Organisation Structure The Board of Trustees govern the Iharity and meet regularly to manage and control the resources administered by the charity. The Board of Trustees now has seven members recrulted from a diverse range of applicants. All trustees give their time freely and receive no remuneration. The Senior Leadership Team comprise5 the Chief Executive, Operations Director, Business Development Director, Finance Director, and HR Director, who oversee day.to-day policy and decision making as well as implementation of the buslness plan. The Senior Leadershlp Team submlt reports on the work of the organisation to the Board and attend relevant Board agenda items. During the year, the Trustees met on three occasions in full Board meetlngs. The Board received and considered regular reports relating to the management, development, and flnances of the organisation, includlng challenging kÈy performance indlcators which allow the Board to track progress in deliverlng Its strategic plan. The Board has an Audit and Risk Management Sub-committee which reviews financial and Strategic matters in more detail and reviews risks that could prevent the organlsation from achlevinE Its Strategic objectlves. This Committee meets at least three times per year and its membership inclLJdes Trustees, the Chief Executive and the Finance Director. Separately appointed advisory structures are in place for each of our Healthwatch. whose staff are managed by The Advocacy People under the ausplces of the maln Board of The Advocacy People. Recruitment and Appointment of the Board The Trustees are the directors of the charlty for the purp05e5 of the Companies Act and are elected at the Annual General Meetlng of the charlry. At each such meeting one third of the Trustees are subject to retirement by rotation and are eligible for re-election. All trustees undergo a DBS check as part ofthe recrultment proce55 and receive a Trustee handbook, and Trustee Code of Practice outlining their role and responsibilities. As part of their Inductlon. Trustees meet with the CEO and other relevant managers. Page 4
Thp A(hrt)tacy People. Company Nmber 0963421 ILIFnited by Guarantee) The names of the Trustees at the date the accounts were slgned are set out on the schedule of reference and admln15trative detalls on page 1. Risk Management and Audit The major rlsks to which the charity could be exposed, as identlfied by the Board 2nd the Audlt and Risk Sub Commlttee, have been revlewed on an ongoing basls, and systems have been established to mitigate those rlsks. Senior management regularly review and update the charlty's risk reglster, and priorltise key risks on which to focus, and review and update identified ri_qks and mlrigations for their speclflc areas of responsibility. the ongoing commissionlng environmentwhich makes It challenging to develop innovative servlce mode15 where costs are severely constrained; the need to ensure a balanced budget and support enhanced central seNices, and cyber Security rlsks around the threat from phishing or other attack5 on our Icr infrastrurture. The key risks facing the organlsation are belng mltlgated by regular flnancial and performance reporting, whichls reviewed by operational and senior managemenL as well as updates reported to each Board meetlng. Risk management practltes are in place to manage rlsks around health and safety and human resource Issues. Relevant operational procedures detalllng expected practice for staff and managers. and policie5 and procedures have been kept under review during the year. Compliance and quality assurance issues are reported to the Management Team who receive regular rpports from each team and review specific areas of work. Reports 5ummarislng this work or highlightlng specific areas are reported to the Board. The Advocacy People has insurance pollcies in place to satisfy contrartual requirements and ensure the organlsation is protected agaln5t unforeseen events, for example a person being injured at premises or a claim in relation to services provided by the charity. Staffing The Advocacy PeopSe emp5oyed an average of183 staff1135 FfEI in the year. and arb average of 60 volunteer5 contributed thelr seNices to the organlsation. Matthew Hllton, Chief Executive Offlcer. continues to lead the organisation successfully with the Support of his Senior Leadership Team, wider management team and Trustees through another challenging year, having stsrted to recover fvom the impact of Covid-19, only to put into a further difflcult situation wlth the signiflcant financial impact caused by external factors, notably the war in ukrair)e. Page 5
The Advtscacy People. Company Number 0963421 (Llmlted by Guarantee) Through 2022123, the 5enlor Leadership Team has maintained a close watch on the impact of the events abroad and the signlficant fallout that has been unleashed on the UK as whole, and particularly us as a charitable organisation. The main Impact has been on the events leading to the flnancial crises that have arlsen and how this has translated into the pockets of our hard-working staff. We are consequently not seeing any real Improvement5 Wlthln the Local Authority tender offerings, but as with Other challerkges, we have ensured staff have been supported a5 far and as fully as posslble wlthin our available means. Thi5 has included implem@ntation of the new reward package. including improved salarles and grade structures and better Sick pay under the pay and conditions review. We were also able to provide a small additional paymerjt mid- year in support of helplng our staff in these difficult tlme5. Covld-19 has stlll left a mark for some employees with Long Covld presenting symptom5 for some employees and we Support them to enable flexible working to ensure they can still work and reduce the Impact on their rnental health In what is the'new normal,. Our staff have a wide range of skills and experiences whlch they brlng to their work. We have found that the 'new normal, has resLtlted in more use of technology and therefore, adju5tinE to these changes has identified that now more than ever, we need to have digital competency as a complementary skill with others in the modern workplace. As part of the drive to ensure the organisation is well placed to continue Its current and futurejourney to support cllents, we have employed a Learning and Development specialist who has already made an Impact with the staff. They wlll be instrumental in helplng us shape our succession planning and talent pipeline strategies to deliver agalnsr our performance criteria and ensure we have the right skills for the right roles on a consistent basls. A5 a resul¢ there is a range of work planned for 2023 onwards to drSve through change5 to maintaln our competitive edge in the marketplace. Remuneratior) policy for Senior staff The pay of the senlor staff has been set at a specific scale or at a flxed sum benchmarked against similar organisations. Any organlsational uplift in salaries is agreed annually by the Board for all staff. Any other Substantial changes to remuneratlon are agreed to by members of the Board. Page 6
The Advocacy People, Company Nutnber 0963421 ILlmlted by Guaranteel Objectives and Activities Aims and Objectives The oblectives of the charity are expressed in the governlng document as fo15ows'. "to relSeve persons who are in need by rea50n of their age. youth, disability. ill-health or social or economic circumstances through the provision of effective advocacy Services In the United Klngdom The purpose of the organlsation is to ensure that the vlews, wishes and feellngs of those using services, includlng but not excluslvely health and social care services, are promoted to service provlders,. and to provide advocacy support to indivlduals or groups who wish to resolve specific issues, which may Ir>clude complaints. We achieve this in varlous way5'. Advocates and othèrs provide information, support and representatlon to clients relat1ng to specific difficultles, concerns, or complaints. The organisation works directly wlth service provlders and policy makers at local and national level. aimlng to ensure that client experiences are at the heart of policy development and service plannlng, implementation. and monitoring. The Advocacy People's delivery of Healthwatch Is an integral part of our commitment to ensuring effectlve. locally accountable health and soclal services. Ensuring our work delivers our aims We have revlewed our underSying strategic approach and continue to build on our core strength as an advocacy organisation to find ways of bringing value to our clients in the changing world in which we live. With the continuous reduction in publlc spending, the Board is committed to dlversifying its funding from Statutory advocacy. In particular we have successfully expanded the reach of our Healthwatch services to Six local authorltles. We also belleve that Bdvocacy is 3 service that would benefit marky more people and that it Is a tool to promote social justlce and can 5UPPOrt vulnerable people towards Ilvlng more secure, Independent, and fulfilled Ilves. Our objectives are underpinned by operational, business, and financial plans. The Advocacy People has s@t high level key performance Indicators for the Board to assure themselves that the organisation is travelling in the right dlrection. The Advocacy People'5 partnershlp strategy is predlcated on 5upporling the SL15tainability of the advocacy sector and local specia1151 provider5 to extend the reach Df servlces into geldom heard or hard to reach comTnunities. We work with a range of partner organisations to deliver statutory and non-statutory advocacy service5. The partnership5 allow us to tailor our Services to meet the needs of a range of clients and support the diverslty of the voluntary sector. Page 7
The Advocacy PeDple. Company Number 0963421 (Limlted by Guarantee) We conduct regular cllent and professionals, surveys to ensure that we meet stakeholder requlrements. We work closely wlth statutory and third sector colleagues to ensure our work prioritie5 are informed by clier¢t feedback as well as by central and local commi55ioning priorlties, and ongoing change5 to health. soclal care, and other core agendas. Our client impact surveys show how advocacy contrlbutes to Improvln8 health and wellbeing. Whilst we have always been focused Dn outcomes and have looked for savlngs In how we operate, our need to identify innovative ways of working, Including remote and digital solutlons and developing robust collaboration and partnership arrangements is like to become ever more important in the future. The focus of our work IndepeTrdent advocacy 15 concerned with maximlslng people's Involvement In deci5ion5 made about their live5. Our advocates support people with different needs Including helplng people under5tarsd informatlon, expre55 their needs, views, and wishes, secure their rights, represent their interest5, and obtain the care and support they need. Advocate5 work in partnership with the people they 5UPPOrt In accordance wsth the advocacy principles of being person-centered, independent confidential, and empowerlng. Over the last year, the dellvery of local Healthwatch ha5 become an Increasing part of our portfolio of services. Healthwatch is the local health and social care champion for peoplo who use GP5 and hospitals, dentists, pharmacies, care homes or other 5UPPOrt services in thelr areas. Healthwatch are independent and have the power to make sure NHS leaders and other decislon makers listèn to local feedback and improve Standards Df care. Healthwatch also helps people find rellable and trLtstworthy informatiori and advice to help them get the support they need. Staff across all services are requlred to work to high standards of professlonalism with both clients ènd service providers, buildlng good working relationships wlth key stakeholders across all sectors whilst maintalnlng the core Independence of the servlce. We work hard to ensure people faclng dlsabilily, health, transport, rural mobility, language, or other barriers are never excluded from recehjlng hlgh-quality advocacy. Embedded in OLtr eth05 is responding to feedback, promoting rèflective practice, and following the Advocacy Charter and Equality Act. We work to the principle5 of the Industry recognised N DTI Advocacy Charter and Code of Practlce and hold the Advocacy Quality Performance Mark IQPM), now renewed until May 2026. Page 8
The Advocacy People. Company Number 0963421 (Limlted by GuarantÈel Service users and volunteers We believe that service user ir¥volvement and volunteering are central to our mlssion and values. Our Service delivery is further supported by the placernent of Social Work and Nursing students, and we are looklng toward utilising apprenticeshlps. Service users continue to be Invo5ved in recruitment panels and earller in the year a learnlng dlsablllty group in Cornwall co-produced an easy read Self Help Infoimatlon Pack (SHIP) for health complalnts. We continue to develop support for volunteers including employing specific volunteer coordinator posts where budgets allow. We have a dedicated Volunteer Focus Group which meets quarterly to share good practice. Our Hea5thwatch continued to be supported by volunteer5 in a variety of roles Including Advisory Group activities, research, community èngagement, recrultmen¢ report wrltlng and Enter and View vi51ts. Wtth the onboardlng of three new Healthwatch, significant time was Invested in recruiting and onboarding new members. We received funding from Healthwatch England to support Adv150ry Board recrultment in Southend and the learnlr)g was shared across our Healthwatch. We continued to work with college5 and universlties across our geographical patch to encourage soclal work student placement5 With our local advocacy teams. The feedback we receive is that the students take the'advocacy me55age- back to their peers when they return. How our activitie5 deliver public benefit The Trustees conslder that they have complled with their duty under the Charities Act 2011 to have regard to the publlc benefit guidance issued by the CharÉty Commisslon. In addition to supportlng clients to find successful resolutions to their concerns, issues, complaints or statutory rights, clients tell us that receiving a(Ivocacy support enable5 them to feel more empowered and in control of their lives and leads them to develop self-advDca(y skllls which assist them (and in some cases. their peers) in the future. Thls feedback Is shared with commlssioners who can then see the human irnpact of the advocacy they are commlssloning in their locallty. Taklng lessons learned over recent years, we continue to offer flexible solutions to ensure continuity of our service5, whilgr ensuring our working practlces remain as far a5 P0S5ible incluslve and accesslble for our clients. Page 9
rhe Advocacy People, Company Number 0963421 ILlmlted by Guarantee) Who used and benefited from our services? In 2022123 The Advocacy People accepted 12,79212022-12,321) new advocacy cases, as well as dealing with a further 5,541 enquiries and slgnposting requests. Our Contact Centre recewed 21,06812022- 25.5541 calls and handled 40,26712022- 34,6811 emails. The Advocacy People provides seNices to a range of peDple including.. Adults with mental health issues Parents golng through Child Protectlon legal process Adult5 Wlth learning dlsabilities Complaints about NHS care or tieatment Soclal Care complalnts Gypsy and Traveller Communities Older People People with physical disabilitles andlor sen50ry impalrments People with dementla-type conditions and acquired brain injury Prisoners Children Young People & Families A5 well as non-statutory advDcacy provision, eg commur)lty advocacy, self-advocacy group5, The Advocacy People provides statutory advocacy Includlng: Independent Health Complaints Advocacy Indeperldent Mental Capaclty Advocacy Independent Mental Health Advocacy Deprlvation of Libety Safeguards Independent Care Act Advocacy Statutory Children's Advocacy For informatior) about Healthwatch activities and impact. please rèfèr to their Annual Reports for the year April 2022 - March 2023: hll ..Ilwww.heallhwalch ortsmoulh.co.uklhealthwalch-annual-re 0rt-22-3 htt s.'Ilwww.heallhwalchreadin .co.ukl osUour-annu81-re ort-now~ ublished-2022-2023 hlt s'.Ilww.heallhwalchsoulhend.co.uklwhat-has-heallhwalch.soulhend-been-doin htt s.'Ilwww.heallhwalchweslberks.o -ukJheallhwalch-wesl-b8rkshlre-annual-re ort- 2Q22-2023 htl s'./lwww.healthwalchwokin ham.co.ukl osUour-annual-r8 ort-for-2022- Achievements and Performance Outcomes and impact Overall, 91 %12022 - 88%) of instrutted client5 were sat15fled or very satisfied wlth our advocacy seryices Page 10
The Advocacy People, Company Number 0963421 (Llmlted by GllarantÈol Servlces During the year. the following contracts started.. East Sussex Health Complaints Advocacy Iretslnedl Healthwatch Southend Inewl Heaiihwatch Woklngham Borough Inewl Healthwatch Reading Inewl Reading adult advocacy Inewl Bracknell Forest all age advocacy laddlng chlldren's & young people to retentlon of adult advocacy) Bracknell Forest Learnlng Disability Partnership Board and autism sub-group Inewl London Borough of Wandsworth advoca(y for chlldren and young people Inewl Restraint and seclusion at Prospect Park Hospital Inewl No colltracts ended. The following contracts were secikred for start during the financial year 2023124.. Healthwatch Hampshire {newl Southampton all age advocacy Inewl Plans for the future We remain clear that the need for advocacy 15 all the more important to protèct and promote the rights of those least heard. It is more vital than ever that we continue to review how we deliver services to ensure that we can provide value for money and high-qualSty services. Building on our work of recent years, local advocacy and Healthwatch teams continue developing their working relatlonships wheiever we work. We believe that the best way of delivering our services to those who need them the mostls by working alongside and in partnership wlth community organlsatlons. We welcome working wlth partners where they can brlng local or speclfic service User expertise that we lack. We want our staff and partners to feel empowered to innovate, to feel that The Advocacy People is a place that values their creativity. We recognise the1mport3nce of local branding for our services, where we work in tandem with partners to provide locality focused advocacy. What we do Is all about what the clients need. so we want to be confident and bold in building on our service offering to bring value to thosè clients. We will explore ways of building on our exlsting skills to provide additional services to er¢sure clients get the InformatiDn they need and can get the support theywant. PaBe11
The A¢Jvocacy Peoplè. Company Number 0963421 (Limited by Guaranteel Financial Review Actual Income increased by 6%12022- 7%1 due to additional contract Income from new 5ervlces primarily relarlng to additional Healthwatch but also advocacy services such as a new contract for children and young people. Inflatlon uplifts from existlng contracts averaged below one percentage point. Additional costs emerged relating to staffing with a review of pay scales and other conditions which resulted in Improved remuneration for staff, particularly for those at the bottom of our scale points. We relocated our head office to cheaper but better suited premises, which resulted In a number of one-off costs for removals and end of term redecoration but removecl the need for a lease liability accrual (Note 131. There was continued Investment in new equlpment and software wlth a new database developed for our HÈalthwatch sewices. At the start of the financial year the threshold for capital items was increased to £2,000 and the charge for previotjs equipment held at values below this was written off (Note 91. Total income received was £5.366,90812022- £5.037.6021 and total expenditure incurred during the year was £5.352,905 {2022 - £4.781.5701. This resulted in a net inflow of funds of £14,003 (2022- £256,032). Thls was split between a net outflow of funds from restrlcted reserves of £11,07512022- £20,919}: and a net inflow on unrestricted reserves of £25.07812022 - net outflow of £276,951 }. Cash balance5 increased by 496 to £1,234,25812022 £1,189,357) at the year-end due to a net inflow of funds. Debtors and prepayments at the year-end were £890,582 (2022- £833,426}, and creditors and accruals were £493,893 {2022- £460,229). A balanced budget was set for 2023124 based on continued growth in income from new contract5 and savings on premises costs. whllst at the same Investing in additional staffing and funding continued enhancement of our ICT Infrastructure. in particular to ensure the hlghest Standards of data security. Principal funding sources The charity Is prlmarlly fLJnded by contracts with statutory bodie5, wlth 89%12022 - 86%) of income from charltable activitles relating to statutory servlces provided to public authorities. Funding for non-statutory advocacy decreased to 10% of Income (2022 - 11961. Healthwatch and other servlces provided 10%12022 - 6%) of income. Page12
The Advocacy People. Company Nutnber 0953421 (Llmlted by Guaranteel Reserves Policy The Board have examined the charity's requirement for reserves in the light of the main risks facing the organi5ation, such as to cover any costs that mlght arise from the sudden end of a contrac¢ and to ensure sufficient cash flow to finance current operatlons or meet other contlngencles that cannot be met out of current income. Restricted re5erve5 of £3,54612022- £14.6211 are held, where the purpose of the funding was granted for a specific purpose or objective, and funds remained unspent by the yearend. This will be drawn upon to fund specific work in Ilne wlth th@ir original purpose. Deslgnated funds of £246,09412022- E303,0301 have been allocated by the Board for specific purposes such a5 Investment to develop new services. This includes a Fixed Asset Reserve which is set at a level equivalent to net fixed assets representing the capltal Investment made in computers, software, furnlture, and equipment,. and a Pernsions ReSee to provide for a contingent liability which would arise if The Advocacy People were to withdraw from rnembershlp of the Penslons Trust. At the end of the year the balance of the charity's free reserves was £1,419,215 12022 - £1,337,200), an increase for the year of £85,014. This is after a transfer for £19,694 from the pension reserve relatlng to a reduction In the contingent liabillty belng reported for the scheme, a5 well as a transfer of £60.583 from the fixed asset designated fund. The level of free reserves at 31103123 was equal to 3.2 months12022 - 3.4 months) of operating expendlture. It Is the opinion of the trustees that the current level of reserves is justified gyven the significant uncertairities facing The Advocacy People. The Trustees therefore have taken the level of free reserves into account In thelr assessment of the risks facing the organisation. Investment Policy The Advocacy People holds any cash in exce55 of worklng capital requirernellts on deposit primarily with the Co-operatnie Bank. The amount of interest earned during the year was £9,25212022 - £1,469). This equates to a return of 0.7696 based upon the average of the opening and closing bank balances12022- 0.12%). The Advocacy People has an ethical Investment policy Dutllnlng human rlghts and environmental crlterla with which potential investment in5titutlons are assessed. To meet these tsbjectlves, The Advocacy People inve5t5 In fixed-term or call accounts wlth institutions that are considered to comply with our ethical crlterla and have a hlgh securlty ratlng. Page 13
The Advocacy People, Company Number 0963421 (Llmlted by Guarantee) Taking Into consideration the overall level of reserves. and the level of reserves which are ear-marked for expenditure In the next year. the charity has a policy of Investlng for the short term only. Going Concern Given the factor5 reviewed above and in the light of The Advocacy People's financlal posilion, Its current range of actlvities linked to specific contracts and it5 track record of obtainlng new work, the Trustees believe that The Advocacy People is well placed to manage its bu5ine5s risks successfully desplte the current uncertain economic outlook. In line with note 1 (pi to these account5 the Trustees have continued to adopt the going concern basis in preparing the annual report and accounts. In preparlng this report, the Trustees have taken advantage of the small companies, exemptlons provided by section 415A of the Companies Act 2006. (bKQ Q. J53 Jane Dod50n Chair 1 st December 2023 Page 14
The Advocacy People {A company limited by guarantee) Ind8pendent Auditors. Roport to the Members of The Advocacy People Opinlon We have audited the financial statements of The Advocacy People (the 'Charily'l for the year ended 31 March 2023 which comprise the slalement of financial activities, the b21ance sheet, the statement of ca5hflows and the related notes, including a summary of significant accounting policies. The financial roporting framework that has b8en applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republi¢ of Ireland, (United Klngdom Generally Accepted Accounllng Practice). In our opinion the financial stalemenls.. give a Irug and fair view of the slalo of the CharItS affairs as at 31 March 2023 and of tre Charity's income and application of resources, including its Income and expenditure for the year then endèd: have been properly prepared in accordance with United Kingdom Generally Accepted AccoLtnling Practice,. and have been prepared in accordance with the requirements of the Compank8s Act 2006. Basis for oplnlon We cor¢ducted our audit in accordance with International Standards on Auditing (UK) (ISAS (UK)} and applicable law. Our rgsponsibililies under those standards are further described in the Auditors, responsibilities for the aud(t of the financial statements section of our report. We are independent of the Charity in accordance with the ethical r8quirements that are r81evanl to OL¢r audit of the financial statements in the United Kingdom. including the Financial Reporting Council's Ethical Standard, and we have fvlfilled our other ethical responsibilities In accordan with these requirements. We believe that the audit evidence we have obtained 15 sufficient and appropriate to provide a basis for our opinion. Conclu51ons rglatlng to golng concgrn In auditing the financial slalements. we have concluded that the Trustees, use of the going concern basi$ of accounting in the pparatIOn of the linancial slalemenls is appropriate. Based on the work we have performed, we have nol identified any material uncertainties relating lo events or conditions that, individually or collectively, may cast significant doubt on the Charity's ability lo continue as a going concern for g period of at least twelve months from when the financial slalemer¢ls are authorised for issue. Our responslbililies and the responsibilities of the Tlustees wlh resped to going Goncem are described in the relevant sections of this report. Page 15
The Advocacy People IA company limited by guarantee) Independent Audltors. Rgport to tha Members of The Advocacy People {contlnued) Other information The other informalion comprises the information included In the annual reporl olh9f than the financial statements and our auditors, report Ihereon. 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 exlent olhetwse explicitly stated in our report, we do not express any form of assurance Conclusion thereon. OLFr responsibility is to read the othor information and, in doing so, consider whether the other information is materially inconsislenl wlth the financial slalement5, or our knowledge obtainod in the course of tho audit. or otherwise appears to be materially misslaled. If we identify such malerial inconsistenci85 or apparent material misslalements, we are required lo determine whether this gives rise to a material misslalemenl in the financial slalements Ihemselv&s. If, based on the work we have perfomied, we conclude that there is a materi81 rnisstaternenl of this other informalton. we are reqUId lo report that fact. We have nothing lo report in this regard. Opinion on other matters prosGribed by the Companles Act 2006 In our oplnion, based on the work undertaken In the course of the audit= the infoTmalron given in the Trustees. Report for the financlal year for which the financial staternents are prepared is consistent wllh the flnanclal statements. the Trustees, Report has begn prepared in accordance with appllcable legal requiromenis. Matters on whlch we are requlred to report by exceptlon In the light of our knowledge and understanding of the Charity and ils environm8nt obtained in th8 course of the audit, we have not identified material tnisstalements in the Trustees, Report. W8 have nolhing lo report in respect of the following matters in relation lo which Companios Act 2006 requiTes us to report lo you if, in our opinion.. adequate accounting records have not been kept. or returns adequate for our audit have ot been re¢eiv8d from branches not visited by LJS., or Ihe fSnancl81 statement5 are not in agreement wilh the ac¢ounling records arid retums. or certaln disctosures of Trustees. remuneration sPeried by18w are rt made., or we have not received all the information and explanations we require for our audit- or the Trustees w8ra not entitled to prepare the financlal $18lements in accordance wllh the small companios regime and lake advantage of the small companies, exemptions In preparing the Trustees, report and from the requiremernl lo prepare a Strategic report. Page 16
The Advocacy People (A company limited by guarantee} IndependentAuditors' Report to th8 Members ofThe Advocacy People (continued) Rgsponsibilities of trustees As &xp18ined more fully in the trustees, responsiblllties statement, 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 thal 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 finanttial statements, the Trustees are responsible for assessing the Charity's COTnpany's ability lo continue as a going concern, disclosing, as applicab18, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the Charity or to cease operations. or have no realistic alternative but lo do so. Audltors, responslbilities for the audit of the financial statements 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 audÉtors' report that includes our opinior¢. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance wllh ISAS (UK) will always detect a material misstatement when it exists. Misstatemènts 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 wilh laws and regulations. We design procedures in line with our responslbililles, oulllned above, lo delecl material misslatements in respect of irregularities, Including fraud. The exteril to whlch our procedures are capable of detecting irregularities, including fraud is detailed below.. Capability of the 8udit in detecting irregularities, inGluding fraud Based on our understanding of the Charity and the sector as a whole, and through discussion with the Trustees and other management (as required by auditing standards}, we identified that the principal risks of non- compliance with laws and regulations relatèd to safeguarding, health and safety, general data protection regulations and employment law. We considered the exter¢l lo which non-complian might have a material effect on Ihe financial statements. We also considered those laws and regulations that have a direct impact on the preparation of the financial statements such as the Charities SORP IFRS 1021 Second Edition (released October 2019), the Companies Act 2008, laxalion and penslon legislation. We communlcated identified laws and regulations throughout our learn and remained alert lo any indications of non-compliance throughout the audll. Wo evaluated management's incentives and opportunities for fraudulent manipulation of the finanGial statements (including the risk of override of controls) and determined that the principal risks weTe related lo posting inappropriate journal entries and manayemenl bias In accounting estimates and judgemental areas of the financial slatemenls. Audit procedures performed by the engagement team inc5udod'. Discussions with management and assessment of known or suspected inslances of non-compliance with laws and regulations related to safeguarding, health and safely. general data protection gUlationS and employment law. and Page 17
The Advocacy Peopl& IA comparjy limlted by guarantee) Indepandent Audltors. Report to thè Mernbers of The Advocacy Peoplo {contlnued) Auditors, responsibllltles for the audit of the financial statements (contlnued) Assessment of identified fraud risk factors,. and Review of expenditure to confirm no evidence of personal benefit., and Challenglng assumptions and judgements made by m8n2gement in its signifiGanl accounting estimates., aTKI Performing analytical pmcedures lo identify any unusual or unexpected relationships, including related party transactions. that may indicate risks of material misstatement due to ft2ud- and Confirmation of relatod parties Wlth management, and review of transactions throtjghout the period lo idenlify any previously undlsclosed transactions with related parties outside the normal course of business., and Roading minutes of meolings of those charged with govemance., 2nd R8view of signlficanl and unusual transactions and evaluation of the underlying finanGial rationale supporting transactions,. and Idenlifylng and testing journal entries, in parti¢ular any manual entries made al the year-end for financial slalemenl preparation. Because of the inherenl limitations of an audit. therè is a risk that we will not detect all iTregularilies, including those leading lo a rnalerial misstatement in the financial statements or non-compliance th regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions refle¢led in the financlal statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greal8r regarding irregularities occurring due to fraud rather than error, as fraud Involves inlenllonal concealment, forgery, collusion, omission, or misrepresentalion. As part of an audit in accordance with ISAS {UKI, we exercise professional judgement and maintain professional 5ptiCIsM throughout the audit. We also.. Idenlify and assess Ihe risks of materi81 misslalemenl of the financial statements, whethèr due to fraud or error, design and perform audit procedures responsive to thos8 risks, and oblain audit evidence that IS Sufficient and appropriate to provide 8 basis for our opinion. The rlsk of not detecting a rllaterial misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresent21ions, or the override of internal control. Obtain an understanding of internal control relevant lo the audit in order lo design audit procedures that are appropriate in the clrcumslances, but not for the purpose of expressing opinion of the effectiveness of the Charity's internal control. Evaluate the appropiiateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the Trustees. Page 18
TheAokncacy People company Number0963421 (Limited tyGuèranteel Statement of Financial Activltles Ilncorporatlng an Income & Expendlture Account) For the Year Ended 31 March 2023 2023 Total funds 2022 Total funds Unrestricted Restrirtèd funds funds Notes Income from: Donations Charitable activities Investment income 327 3 5.319,423 9,252 2,650 35,256 2.977 5,354,679 9.252 907 5,035,226 1,469 Total Income 5.329.002 37.906 5,366.908 5.037,602 Expenditure on: Charitable actlvities 5.303.924 48.981 5.352,905 4,781,570 Total expendl¢ure 5,303,924 48,981 5.352.905 4,781,570 Net Income 25,078 111,Q1751 14,003 256,032 Funds at 1 Aprll 2022 1,640.230 14.621 1.654.851 1,398,819 Funds at 31 March 2023 1.665.308 3.546 1.668,854 1,654,8SI The Statement of Flnancial Actlvlties Includes all gains and losses recognised in the year. The notes on pages 23 to 41 form part of these flnancial statements. Pagg 20
TheAdvOcaLyPeoe. Conpany NurnbÈr0%3421 Iumlted by Guarantee) Balance Sheet As at 31 March 2023 2023 2022 Note5 Flxed Assets Intangible As5Èts Tangible A55et5 38.387 44.385 54,585 98.970 38,387 Current Assets Debtor5 and Prepayment5 Cash at Bank 3nd in Hand 10 890.582 1234.258 833,426 1,189,357 2.124.840 2,022,783 Credltors: Amounts falling du• wlthln 1 year 11 1493.8931 1460,2291 Net Current Asset5 1.630,947 1.562,554 Creditor5'. Amount5 falllng due after moye than 1 year 73 14801 16,6731 Net Assets 1.668,854 1,654,851 Funds Restricted Funds Unrestricted Funds Designated Funds GenÈral Funds 14 3.5d6 14,621 246,093 1.419,215 303,030 1,337.200 Totsl Unrestricted Funds 1,665,308 1,640,230 Total Funds 1.668.854 1,654,851 The Truste ad¢nowledge their respon5ibilitle5 for complylng wlth the reqU1MentS of the Act with respect to accounting reiords and preparation of financial statements. The financial statements have been prepared in accordance with the prov151ons applicable to entitie5 Subject to the small corrpanie5 Tegime. The note5 on pages 23 to 41 form part olthEse flnanclal statements. The financial statements were approved and authorlsed for issue by the Tiustee5 on 1st December 2023 3nd sigr¥ed on thelr behalf by.. l Bew5 Hon. Treasurer l Dodson Chair Page 21
TheAdvoca(y People, Cotnpany NumbÈr0963421 ILlmlted by Guarantee) Statement of Cash Flows For the Year Ended 31 March 2023 2023 Total funds 2022 Total funds Cashflow5 from operatlng actlvitles Net Income Depreclation and amorllsation Investment income Ilrlcreasel In debtors Increase in credltors 14003 70,244 {9.252) (57.157} 27.471 256,032 70,367 11,4691 1221,8951 116.284 Net cash provided by operating actlvltle5 45.309 219,319 Cash floY¥s from Investlng actlvltie5: Dep051t interest received Payments to acquire tangible and Sntanglble fixed assets 9.252 19.660} 1,469 161,3491 Net cash {used In) Investlng actlvltles {408) 159,8801 Change In r45h and cash equivalents in the year 44.901 159.439 Cash and cash equivalents at 1 st April 1.189.357 1,029,918 Cash and cash equivalents at 31st March 1.234.2 1,189,357 At 1 April 2022 At 31 March 2023 Cashflows Cash flow5 from Investlng actlvltie5: Cash at Bank and in Hand 1,189,357 44,901 1.234,258 The notos on pages 23 to 41 form part of these financial statements. Page 22
ThÈAdvockcy pÈoplÈ, Company Number 0963421 (Llmtted by Guarantee) Notes to the Flnanclal Statements For the Year Ended 31 March 2023 1. Accounting Policies al Basis of preparation The finantlal st3temènts hzve beon prepared in accordance with Accounting and Reporting by Charitie5.' Statement of Recommended Prartice appllcable to charities preparlng their accounts in accordance with the Flnanclal Reportlng Standards applicable In the UK and Rèpubllc of Ireland IFRS 1021 I'charities SORP FRS 102? {Second Edition, effectlve I lanuary 20191 and the Companles Act 2006. The Charlty constltutes a public benefit entity as defined by FRS 102. Assets and Ilabilllles are Inltially recognised at historlcal cost or transaction value unless othenNise stated in the relevant accounting pcilicy. The flnanclal statements are presented in UK pound sterlin& which 15 the Charity's functional currencv. and rounded to the nearest Dound. b) Legal status of the charity The charity is a company limited by guarantee and ha5 no Share capltal. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £10 per member of the charity. cl Income Income Is recognlsed when the charlty has entitlement to the funds, any performance conditions attached to the income have been me¢ it is probable that the income will be recelved and the amount can be measured reliably. Income from charitable attivites includes grants arid contracts for the provlsSon of services to beneficiarie5 as speclfied In contratts and senjlce level agreements with local authorities, government bodie5 and other organisatlons. Voluntsry Income recelved by way of donatlons Is Included In full In the Statement of Financial Accivities when Investment income compromise5 501ely of interest on cash dÈposlts. Incotne from grants, 15 recogni5ed when the charlty ha5 entltlement to the fvnds. any performance condltions attached to the grants have been mel. It Is probable that the Income will bè rècÈivÈd and the aMOnt can be measured reliably and is not deferred. Income is deferred if any conditlons for use Imposed by the donor have not been met. Pag8 23
TrtrAdvocacy People, Cornpany Number 0963421 lknmited byGuaranteel Notes tothe Flnanclal Statements For the Year Ended 31 March 2023 dl Expenditure Cost of raising funds i.e. those costs incurred in attracting voluntary Income ar2 no longer considered significant and there are no costs Incurred in trading activltles that are purely to ralse fund5. C05t of charitsble actlvlties comprlse costs Incurred on the defined charltable purp05e5 of the charity and Include direct costs of the tharitable activities together witli tIIv5e 5UPPOrt costs Incurred that enable these activlties to be undertaken. Support costs are those costs that, whilst necessary to delivèr an activity, do not themselves dlrectly produce charltable outputs. These will Include the cost of central seNices such as general managètnent, finance and human resources. Expenditure is allocated to the partlcular attiwty where the cost relates directly to that activity. However, the cost of overall dlrectlon and administration of each activity, comprising the salary and overhead tostg of the cerntral function, Is apportloned on an estlmat@ of the staff time attributsble tD each attivity. Governance costs Isee Note 41 are costs associated wlth meetlng the constitutional and statutory arrangèm@nts of the charity. includlng internal and external audit and the cost of preparlng statLJtory accounts, the cost of Trustees, meetings, and other costs involved with the ch3rlty's strategic management. el Pensions The charity has arranged a dÈflned contribution scheme that Is avallable to all members of staff. The assets OF thls 6re held seperately from those of the charity In Independently administered funds. The main provlder of these pension funds is the Penslons Trust. but other prlvate providers are also used. Pension costs charged in the Statement of Financial Activites represent the contrlbutions payable bythe charity in the year. fj Taxatlon The charitable company 15 a registered charlty and 15 exempt from the taxation of income falllng wlthln chapter 3 part 11 of the Corporatlon Tax Act 2010 and section 256 of the Taxatlon of Chargeable Gains Act 1992 to the extent that thls Income is used to achieve its charitable obJectSves. No charge to taxation for the year ha5 arisen as a result of the activities of the charlty. Value Added Tax 15 not recoverable by the charltable company and is included within the relevant Costs in the statement of financial activltles. PEgE 24
The Advocacy People, Company Number0963421 (Lltnited by Guarantee) Note5 to the Financlal Statements For the Year Ended 31 March 2023 gl Intangible assets 1ntangible assets are identifiable non-monetary assets without physlcal substance but from whlch future economic benefit5 will accrue for The Advocacy People - princlpally software. For Intangible assets c>ver £2000 these are amortlsed at rate5 calculated to write off each asset over its expected useful life which for sofvare is assumed to bè 20q6 unless circumstances indicate otherwlse. h) Tangible fixed assets Depreciation Is provided at rates calculatecl to write off the cost of each asset over its expected useful Ilfe. The depreclatlon rates in use are as follow5: Furniture and equlpment 20% per annurn stral8ht Ilne Computers and laptOP5 33% per annum straight line Items of equlpment are capltalised where the purchase price exceed5 £2.000. Depreciation costs are allocated to activities on the basis of the use of the related assets in thosè actlvlties. il Debtors Debtor5 are recognised at their settlement arnounL less any provlsion for non- recoverability. Prepayments are valued at the amount prepaid. j} Cash at Bank and in Hand Cash at bank and In hand includes cash and Short tèrm highly liquld Investments w*th a short maturity of three months or less from the date of acqui51tlon or opening of the deposit or similar accoltnt kl Creditor Llabllltles and Provisions LiabllltlÈs are recognised when there Is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economlc benefit will be required In settlement, and the amount of the settlement can be estimated reliably. Llabllities are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it ha5 received as advanced payments for the goods or services it must provlde. Provlsions are measured at the best estimate of the amounts required to settte the obllgatlon. Where the effect of the time value of money Is material, the prov151on Is based on the present value of those amounts, discounted at the pre-tax dlscounc rate that reflects the risk5 Specific to the liability. The unwinding of the discount Is recognised within interest payable and slm15ar charges. Page 25
TheAdvocacy Peopl< Company Ihlumber 0963421 ILlm*ed by Gtraranteel Notes to the Flnancial statements For the Year Ended 31 March 2023 11 Financial instruments The charity only has financlal assets and financlal liabllltles of a klnd that qualify as baslc Inanclal instruments. Basic financlal instruments are initially recognised at transaction value and subsequently rneasured at their settlement value with the exception of bank loans whlth are subsequently measured at amortised cost using the effective interest method. m} Funds accounting General funds cons15t of unrettrlcted funds whlch the charlty may use for purposes at Its discretion. Designated funds are unrestricted funds earmarked by the trustees for a specific purpose. Restricted funds are those where the donor ha5 imposed restrlctions on the use of the funds. n) Services provided byvolunteers For the purposes of these accounts no monetary value has been placed on adrninistrative and other services provided by volunteers for the charity. ol Operatlng leases The charlty cla55ifies the leasè of printlng equiprnent as operating leases,. the title to the equipment remains with the lessor and the eqijipment 15 replaced at thè end of the economic life of such equiptnent which is ntsrfflally five years. Operating leases payable for the use of premises are charged on a stralght Ilne basis over the term Df the lease. p} Golng Concern The Board of Trustees have taken account Df The Advotary Peopl¥s activltles and factor5 that are likely to affect its future developmen¢ including its flnanciol position, the management of financlal ri5k5, the level of current reserves and exposure to price and cash flow risks as described irs the Report of the Trustees on page 2-14. In partiCLtlar by preparing multi-year budgets and forward looklng cashltow analysls and pro]ections. The Advocacy People has significant ftnancial resources, and has a range c>f contracts with a mlx of expiry dates and a track record of wlnning new business, and Is dlversifylng Into new areas such as Healthwatch provision. As a consequence, the Trustees bÈlleve that The Advocacy People is well placed to manage its business rlsks Successful despite the current uncertain economlc outlook. After maklng enqu1ries, the Trustees have a reasonable expettation that the charity has adequate resources to continue in operational exlstence for thÈ foreseeable future. Accordingly the Trustees havè continued to adopt the golng concern ba515 in preparlng the annual report and accounts. Pagè 26
TheAdwiacy PEoplE. CompanyNumber0963421 (Llmlted byGuaranteel Notes to the Flnanclal Statements For the Year Ended 31 March 2023 ql Crltlcal accountlng estlmate5 and areas of Judgement Preperation of the accounts requlres the tlustees and management to make signlflcant judgements and estimates. The Items in the accoL¢nrs where these Judgements and estimates have been made Includes: the useful economic live5 attrlbuted to the intanglble fixed assets to determine the appropriate dep[latIon and amcirtlsation charges,. - the ba515 on whl£h support cost5 have been alloc&ted across expenditure headings.. - the e5titnated value of accrued Income and work In progress.. - the recoverablllty of trade debtor5. 2. Incomefrom dOnaonS 2023 Total 2022 Totsl Unre5trlcted Restrlcted onations 327 327 2.650 2,650 2.977 2.977 907 907 No restrrted Income froln donatlons was recehjed In 2022. 3. Income frorn ¢harltable activltles The income, surplus for the year arbd net assets are attributable to the principal actiwty, whlch Is primarily to provlde advocary services and the provlslon of Healthwatch. Tho charty operates In, and the whole of Its Income is derived from, the United Kingdom. 2023 Total 2022 Totsl Unrestricted Restricted Statutory advocacy Nun5tatutory advocacy Healthwatch Other servlces 4,249.515 519.329 530.175 20,404 4.249.515 4.183,020 554.585 556,750 530.175 204,032 20.404 91,424 35,256 Total Income 5,319,423 35,256 5.354.679 5.Q35,226 Restrlcted Income from non5tatutoryadvocacywas £15,441 In 2022. Page 27
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TheAdvoc3cy People, Company Nutnber 0968421 (Llmlted by Guarantee) Notes to the Financlal Statements For the Year Ended 31 March 2023 Net (expendlture)lincome for the year Thls is stated after charging.. 2023 2022 Depreclatlon and atnortisation Audltors, Remunerat1on.' Audit Operatlng Lease Rentals: Prc>perty 70.244 10.920 14.391 70,367 10,920 10,257 Trustee Remuneration. Expenses & Related Party Transaction5 No trustees received any remuneratlon from the charlty in thelr capacity a5 trustèès. Relmhursoment of travel and acco)rnmodatlon costs amountlng to £46612022 - £ 7271 were reimbursed to 1 trustee 12022 - 4 trustees). No trustees received payments in any other capaclty. The Charlty has not entered in to any related party transactions12022 - £ Nlll and ha5 no balances outstandlng wlth any related partle5 at the Balance ShÈet date12022 - £ Pa88 31
The Adv(KaCy People, Company Number0963421 ILlmMed by Guaranteè) Notes to the Financlal Statements For the Year Ended 31 March 2023 Staff Cost5 and Number5 2023 2022 Stsff costs were as follows.. Wages and Salarfe5 Agency fees Social Securlty Costs Employer Pension Contrlbutions 3.661.761 11.055 299.909 96.049 3,250,279 $,720 250,966 86,321 4,068.774 3,596,286 Employee remuneratlon for employeès earning more than £60.000'. 2023 2022 £60,000-£70,000 The key management personnel of the charity, comprise the Chief Executive Officer, Operations Dlrector, Business Development Director. Ict Dlrector (left durlng the year and not replaced), Flnance Dlrertor and HR Dlrector. The total employÈÈ benefits of the key management personnel of the Charity wa5 £290.80212O22'. E298,8031. The chhrlty pays employer contributlons to 14612022 - 1481 staff who are mernbers of a defined contribution pension scheme (see note 171. The average weekly number of employees during the year (head countl was as follow5.. 2023 2022 144 138 14 Advocacy Services Healthwatch and Contact Centre Management and Administration 21 18 Total 183 167 Fulltlme equivalent staff 135 129 Pyge 32
The Advocacy PEDple, Comp3ny Number0963421 (Llmlted by Guarantee) Note5 to the Financial Statements For the Year Ended 31 March 2023 Intangible Fixed Asset5 Software developed in house Software purchased Total COST At 1 Aprll 2022 Additions in Year Disposa15 sn Year 26,408 48,300 9,660 74,70B 9.660 16.679) 16,6791 At 31 March 2Q23 19.729 57,960 77.689 AMORTISATION At 1 April 2022 Charge for the Year Disposals in Year 11,005 4,066 (6.6791 19,378 11,592 30.323 15.658 16.6791 At 31 March 2Q23 8,392 30.910 39.302 NET BOOKVALUE At 31 March 2023 11.337 27.050 38.387 At 1 Aprll 2022 15,403 28,982 44,385 Pagp 33
The Adv0(Y People, Company Number0963421 (Llmlted byGuaranteel Notes to the Financlal Statements For the Year Ended 31 March 2023 Tanglble Flxed Assets Computer equipment Offlce equipment Total COST At l April 2022 Addltions in Year DIsp05als in Year 148,160 8,158 156.318 1148.160) 18,1581 {156.318) At 31 March 2023 DEPRECIATION At l Aprll 2022 Charge for the Year Disposals in Year 93.807 54,353 1148.1601 7,926 232 18.1581 101.733 54.585 1156.318) At 31 March 2023 NET BOOKVALUE At 31 March 2023 At 1 Aprll 2022 54,353 232 54.585 All tangible fixed assets are used for the furtherance of the charity's charitable objectives. P8E8 34
TheAdvocary People, CompanyNumber 0963421 (Llrnited by Guarantee) Notes to the Financial Statements For the Year Ended 31 March 2023 10. Debtors and Prepayments 2023 2022 Trade Debtors Prepayment5 Accrued Income 686,095 35,458 169.029 472,026 40,149 321,251 890.582 833,426 11. Credltors: Amounts falling due within one year 2023 2022 Taxation and SocSal Security Trade Creditors Accrijals Deferred incotne Isee note 121 84.696 77,034 271.754 60.409 79,709 86,470 255,994 38,056 493.893 460,229 12. Deferred Income 2023 2022 Balance at the beglnning of the year Amount released to income In the year Amount deferred In the year 38.056 138.0561 60.409 35.056 135,0561 38,056 60.409 38,056 13. Creditors: Amountsfalllng due after more than one year 2023 2022 Penslon liability{note 171 Lease liablllty accrual 480 753 5.920 6,673 Pension liability 15 to provide for an identified liability relating to a shortfall on the employee pension scheme. Page 35
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TheAdvocacyPeople, Comwny Number0963421 ILlmltpd byGuaranteel Notes to the Flnancial Statements Forthe Year Ended 31 March 2023 Statement of Funds (continued) Purposes of Fund balance5 (al The Plymouth Training fund related to a donation received for stsff tralnlng in the Plymouth team. The WEBCAS fund related to a grant rèceived for arsvocacy and related services for people with learning difficultie5 In West Berkshlre. The Healthwatch Southencl fund relates to a small grants for Its Board development. The Healthwatch West Berkshire fund relates to grant funding for specific project work durlng the year. The Berkshire West CCG fund relates to grant fundirhg for Leaming Disabllity SeIces. The West Berkshire Councll fund relates to grant funding for Learning Dlsability The Porrsmouth Healthwatch fund relates to grant funding fordevelopment work. The Healthwatch Database funcl relates to grant funding for a Civl replament Ibl (c) Id) lel (gl Ihl Deslgnated fund5 have beèn allocated by tho Trustees for specific purpc>sès and have been reviewed in Ilne wlth the strateglc priorltles of the organisatlon. Fixed Assets represent5 the book value of fixed a55et5 less depreciatlon to date- equivalent to the non cash resources recorded In the balance sheet and unavallable for reallocatlon. They are expended when the relevant flxed 355et5 are fully depreciated. Penslon Reserve. represents the e5tim3ted contingent liability that would arise If The Advocacy People were to withdraw from irs current pension scheme due to a net deficit on the scheme- See notÈ 17 whlch includes detailed informatlon. o'i Ikl Strateglr development- represents an amount allocated to provide funding to promote the development of The Advocacy Pec>ple. Healthwatch PortsmDUth- represents fundlng for projects on health Inequalltles and on emergency and urgent care. This represents nonspeciflc donatlons whlch have been allocated to organisatlonal development. Healthwatch SJuthend- represents allocated fundlng for project work. Healthwatch Woklngham- represents allocated funding for projecr work. Im) Inl lol P8ge 38
TheAdvocacy People, Company Number 0963421 ILlmlted by Guarantee) Notes to the Flnancial Statements Fortheyear Ended 31 March 2023 15. Analysis of Net Assets Between Funds Credbtors Fixed Net Current Assets At31 Marrh 2023 Current year over one Assets year Restricted funds 3,546 3,546 Unrestrlcted Fund5: Designated Funds General Funds Total Unrestrlited Funds 38,387 207,706 1,419.695 1,627.401 246,093 1,419.215 1.665.308 14801 14801 38,387 Total Funds 38,387 1,630,947 14801 1,668.854 Credltors Flxed Assets Net Current At31 March 2022 Prlor year over orhe Assèts year Rèstricted Fund$ 14621 14,621 Unrestricted Funds Designated Funds Genera5 Fund5 Total Unrestrlcted Funds 98,970 204,060 1,343,873 1,547,933 303.030 1.337.200 1.640.230 16,673) 16,6731 98,970 Total Fund5 98,970 1,562.554 16,6731 1.654.851 PaE8 39