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Sheffield Occupational Health Advisory Service (SOHAS) Working to Prevent and Alleviate the Effects of Work on Health

Sheffield Occupational Health Advisory Service Annual Report 2022/2023

What we do

We provide Sheffield’s job retention services; if you believe that your work is affecting your health, we can provide you with advice to help you stay at work or return to work after a period of sickness absence.

We are a preventative service. 65% of people we give advice to are at work, not off sick. We target people who live and work in the most deprived areas of Sheffield who are vulnerable to the loss of their job. Over the last year, we have provided job retention services for people with mental and physical health issues as well as working carers and cancer patients.

If you are worried about going back to work or struggling because of workplace ill heath we can help SOHAS Adviser, contact us

The world of work has changed with people making different choices about what work means to them. We have found that many businesses have failed to adapt to changes in work culture, resulting in more people developing diverse workplace health issues.

We have listened to what people say they want from their employer and carried out research based on the issues they have raised and begun to support people in different and more effective ways. We have developed new partnerships with voluntary and health sectors and now take referrals from over 15 different organisations as well as GP’s, who know the value of our work .

We lower workplace stress
We reduce visits to GP’s
We improve people’s working conditions
We reduce presenteeism, leaveism and sickness absence at work
People who we give advice to pass on the information to their colleagues
The advice we give leads to improved communication with their manager
Our advice to people enables them to work more effectively

Case study

Alex* works for a call centre and is suffering with menopause symptoms; she is struggling with hot flushes which make her feel faint and feel extremely uncomfortable and stressed with the temperature of the office. Alex had requested a reasonable adjustment so she could have a small fan on desk to help cool her down. This has been refused as she was told that it would affect the aesthetics of the office.

Alex contact a SOHAS adviser for advice on what she can do to make her feel more comfortable at work. The adviser told her that she had the right to ask for reasonable adjustments if her health was being impacted by the temperature of the office.

The adviser said that she could request a risk assessment and contact the organisation’s HR department for advice and guidance.2 weeks later, the adviser contacted Alex to see if the situation had changed.

Alex said that she had followed the adviser’s advice and she had been given a desk fan and she felt much more comfortable in the office and that she could work normally. * Not their real name.

New Work

We have started work on a project in partnership with Heeley Trust that aims to support women on wellbeing and reproductive health issues. Our part of the project is to help and support people who believe that their work is having an impact on their wellbeing and reproductive health. The help and support covers a wide range of health issues including:

Menopause
Endometriosis
Polycystic Ovary Syndrome (PCOS)
Infertility issues such as IVF

The project provides one to one advice sessions to provide help and support to keep people at work.

We are also able to offer help and support to SME’s on how they can put in place health and support for their employees, implement relevant policies and gain skills that are related to wellbeing and reproductive health issues.

In the first year of the project we are concentrating on providing events and workshops on menopause, including demystifying menopause and preparing for the menopause.

Blog Posts

We have been busy writing a number of blog posts including:

Inflammatory Bowel Disease Wellness Action Plan. Developed with patients and clinicians, this is the first time a wellness action plan has been written to help patients return to work effectively.
Statutory Sick Pay and why it’s most likely driving Presenteeism in the UK. In this post, we explore how the low rate of statutory sick pay means that for some people that they will continue to come into work when they are unwell.
ADHD and Workplace Adjustments. A practical guide for employers on how to support employees who have been diagnosed with ADHD.
A New Wellness Action Plan. Wellness action plans have been in use since 2009. In this time the world of work has changed dramatically. We have developed a new version that allows employees to give more information on their mental health and employment to their employer to keep them in work.
Technostress – How can we manage it’s impact? AI, digitisation and automation is being increasingly used in employees job role. In this blog we explore the impact of poorly designed jobs that can make employees stress at work by new technology.
Menopause Support Plan. This is an easy-to-use support plan that anyone can use to articulate what kind of support employees need to manage their health at work.

You can see all our blog posts at https://sohasworkplacehealth.com

have saved businesses approximately

of patients said that the advice they received reduce the number of visits to their GP

“I wasn’t expecting a lot when I was referred to a SOHAS Adviser as I thought that my issues were too complex. How wrong I was! The adviser went above and beyond in their help and support they gave me.

The advice they gave me enabled me to talk to my employer with confidence with the knowledge that I could go back to them at any time. They enabled me to stay in employment.

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advice by
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The top 3 outcomes that patients say happens after being given advice by a SOHAS Adviser

Enabled them to work more effectively
Improved their health
Improved their conditions at work

How we are run

SOHAS is a charity, No. 1085464. The Board of Trustees are responsible for managing the business of the organisation, safeguarding the charity’s assets and managing its funds.

The Board is made up of people who bring a range of experience and skills to help the organisation achieve its objectives. The Trustees, who are volunteers, are elected at the Annual General Meeting.

We would like to thank our staff, Trustees, GPs, stakeholders and funders who helped us to give work and health advice.

SOHAS, 2[nd] Floor, The Circle 33 Rockingham Lane Sheffield, S1 4FW

0114 275 5760 sohas@sohas.co.uk

We’ve made it easier to contact us online go to www.sohas.co.uk and use the “Make a referral to an adviser” tab to tell us what sort of help you need.

You can get advice from a SOHAS adviser on the telephone, by Teams or Zoom. Go to our website to check whether you have an advice present at your surgery.

Find us on Facebook Find us on Twitter, @SOHASHealth search ‘SOHAS’

SOHAS received funding from the following organisations:

Chawlty rngknlrntlon numb•r 1085464 Comp•ny number 2429796 {Engl•nd •nd Wal••) SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

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SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED CONTENTS Page Tw8lees' report Indeperthnl examlnets report Statement of finandal actbAtt88 Balance sheet Notes lo the ftnanoal stalernenls 8-17

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED TRUSTEES. REPORT {INCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2023 Tho Iiuslffi8 PrrtI thetr annual r•pNi and Itnancial statot1ts for tho yeIed 31 March 21r23. Tho ffinandal stslefflents have been prepared In aox>TdanL¥ vAih the aLtOLmllng polkags set out In note 1 to th8 flnandal slat¢m¢nts and compty with the Memorandum and Artides ofAssOclatn, th• Cthnpanles A 2008 and 'Ac¢ountlng and Reping by Char.. Ststeml of Reo)mmended Practk applkable lo charit181 preparfng thew 80)Junts in fjcfArdonce w6th the Flnardal Rewting Standard aprAkble Sn the UK and Republlc of IrelAnd IFRS 1(Y2} (•if•th• 1 Jw)uary 2019)". ObJecUvo8 and •¢tlvlth• Tho charW$ ob¢#$ ar•.. 8) lo advan¢e edLtcaUon by pmmoung ro8owc Inlo •b¥J lty al wtyk and tho ol w0related dlsfjase and lo publlsh the useful resutts of such (•8•8. and bl lo pmla¢X and the he81th ol peowe kn theor pait and w•s•nt 8¢8$ ol Wofk and paoph who may bo affaded by the of commerc• Ind kndusty and to offer nIke$ to Mb•l thè111 effects of work-r•Lqlad Tho Tru8tt•8 hab conflm*d that th•y hgve referred to ts quklanc¢ c4Jntsln8d In th8 Chgrfty Commlsslon'8 qen•r81 guldanco on pubuc benofft whn revIv.nO th• ChwiV$ olm8 and obleckns and kn plannkng futuro

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED TRUSTEES. REPORT {INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 The Workplau Hfth Prngrnmme The WorkpJac8 Heatth Programme is a free conffdential aimed at helplng people lo manage thelr workplace atth probkms so tht they are able lo remain h work soe people from age 16 up to and beyond relirernenl ago. The 3er¥ice is awaiL7t40 to anyme lves ty wors In Shefflehd and we th to advi to peop within weeks ofthem rn&ing ccrfrtactSth us The workpla He8hh Programme is n(M In Its knrty th1 year aThl Is Nrn)tty fvnded by a contra¢A wilh Sheffigkd Clty Counc41 frAbwing th& transfor of heaKh fUncIty) to lcd aUtnI8. SOHAS were successful in wnning the tender which Is narn61 the Nlljrk and Heal Servic whlch will njn untl Marth 2028. have also been abie to ntknue to devebp some pr8¢1 INJwever. bithjing for altemativo types of furKlrng remains continug to be affeded by the parykmic. bul nTh have a dear path fwrd on hry4¥ we provide our serknlce. Wè have retumed to Tr1 of our GP surgerres but in primgry caro is angIng. we have also developed ourwork in se0ory carB. gi¥ir¥J thce aThJ support to 60 p8ttentswith Long cod. Work In secondary eare is more comx than primary rare al we de¥ekyd news ways ofwthing and gain8d V81uable inswJhts inlo how to keep patsents who have multiple heath issues in emplownenL We conllnue to monlior thè work of our Nltskplxe Heallh Programme peopbg wtho habp Ltsed thls servk. This shrAVS that 65% of patients vkno 8Flded to tyjr regukr Su1yS say thal thoul Intenon of a SOHAS athsor thgy woukl not have remained in1heiriob. The surygy g1s0 shtrwed that the seIce we wobid8 is higNy rd by patsnts aThJ demonstrates that focused and limety intervention from SOPLAS athsors has a Impaci on Patients. hèalth and wellbeing and remains twoailly urth8ng8d duriThJ Ihe pandefflio If we use the CIPD fvJures for the tsjst of re(xuibng n8W employees. we I11 have saved bu5in6sses apprthymatety £W,000 ONEr the previou5 year. This is testament to the skNL8 and exFwtise of our and we wouhj fike lo thank them all ftjr thetr work dudng a very challenging year. We are ¢onfinuirwJ to S88 an inryeaslng number of paknts who are Providing fg8db on Ihg PTobtgms they have wlth th8ir 8mth8rs, p8ffivJkrty then dean9 with )ployeeS who have mental alth problems. We are beginniThJ to see that people's wothplace Iheallh is inuBasingy caused by C( in the wthplace, we arè r develcplng new ways ofwofyiw that prrmde ireThwrikn thal h dUce ttheen emtheos and employers. Improvlng Access to PsyGhologl¢al Tlwrnpl•s EmPYn¢AdVlI0r Servko {IAPT EA) The IAPT EA is a free OydeIl•1 swvice that provides and support to Patients montsl health h88 been affected by thr woth crf where a pr8ng mentsl health nd111 impadng on their current lob or a ojmbinalion of both. Tho aim to wble dKgnts lo remaln in theirjobs. to makg a sustaingd retum to work after a sickness abserKx lo move lobs. Thls is conlnuing lo evthB and we are Inwstigatlng the fe88ibli ity of adding a elent of ad¥7 pro¥i5ion. wh we thinkwll Nnwovo pa13. abty to stay in Wom•n W•llb•lng and RePrU8 H•alih Proie¢t We have Started lo deliver thLs proJe¢t th pathernhlp wlth He TrusL Funded ty the VCSE Heallh and We being Fund. We are ping help and suppcyl lo vfi)m atttsss the iity on how lo manage their wellbeing to keep In emtsymnI. are also gring to bg engagwig wh SMES to hel> thèm support Thien eMKl0y lo slay atwork.

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR ENDED 31 AIARCH 2023 Thls provtdes hdp 8nd 8upwt to SME8 who arn strugllng to g81 thdr •mpknyee8 bAck lo work after a pgrbd of slckness absence. We arfj provlding th18 serbTh on a regukr baws lo small organOsalh)ns who lath the experlls8 on workKAats health issues. Tho we are d8aling can bo compkx as w• are helplng employa8$ who have been off ¥l¢k from work for a relatity lory Imè. The work Is helng us galn mre Ins5ght Into the behavlour of em0yerS as th•y ty lo manage their WrykpI arn u61ng tho outcom88 ofthls work to look al h(N we can improv• our sw41¥. FINncl•l r•vl•w Tho charity reptyts a 8ufFlus of £18,46712022'. Defrjl E2.358). for ts ye•r rth4tr. UN8strld•d f•MM8 amount lo £87,900 at the yw•nd (2tr22.' £71.403). 1118 th• pollcy of th• dwrity to m•lnWn unr•slrfcled fvnd• tkh af• froe of tho dwiity whk Gan be Lmed In futlherance of118 objethes. pro¥ld•s sullt4¢nl fijnds lo eo4fjr th• rnan8gem•nl. 8dmln18tratlon and supw1 c08ts and lo re8pond to other proiecas the ¢hadty may wjgh lo pptsrt In th8 futurn. Thè reserves ol IM ch8rfty arn It8 unr88¢rlcW luNJs exdudirvj th08e kn the forn of f•d Frno restr •t 31 Marth 2023 wtre £86.793 v)mp¥ed lo £70.593 01 th• wa¥US y•ar end. Th• trust••s havé as8e8sed the maAor to th•lty Is ew•d, and arn s•ltsfi•d Ihat iy8l•m8 ar• In pla lo mllwlè exposur• lo the mr rtsks. $tru¢lur•i gov•rn•nc• and man•g•rnnt The Is a MpanY Ihmlled by guar1••. tt Inc4xwalgd rn 5 OLob•r 1989 and h god ty Its M•morandwn Artld08 ofA880dalkm, 81 am•ftd•d on 22 J8nu4ry and 28 S•plnr 2000. Th• orgltIon l• regl8lwed wllh the Charity Comml88ltsn and h8 reglstsrtd number bs 1085484. Tho trustM¥. Vltho are al80 the for the puw IAW. 8Th1 TIK> •¢Thffjd durfNJ th• yMr and up to th• dale of natur• of th• flnandd Statements wern: M Fogbohun IRen8d 3AU %>23) A Budgen A Glller L Mlllor M Rfvelln C ConnoHy S H8mbl•lon J Ellen IReslgngd 20 Oclober 2022) IRe5ignod 30 2023) IAppohl•d 9 2022 8rNI r19n•d 3AugU8t 2023) (Appoht•d 13 Jun• 2023) Th• trust8•8 th•n com818 nSISt of not le88 per bohvJ.' the olficern of the charlfy, that18 th• chalrperson, treasurer and secretarr, and representallves of member 1ryanlsafi0 #s may btr ol•cied al each AGM,. and Ind¥ldualL Nong of Ihg tru819 has any bgnefidal Inlgrest In th• ¢3)MY. Al ofthe Inth8 are rrwnbers ofth• comparv and guarantee to conlrfbute £1 in the enI of a vAndirvJ up. Every trustee mu81 slgn a d•darallon of viifingnw to ad as o thathy Iru81•8 of the chgrlty before he or she 1$ ellulb18 to voto at any moetlng of the twsloes. Tho Twsteos must hold at108st Iwo m•gttn9s oa¢h yoar. A quoNrn al a meeting of truBtees Is thlrf of the InJ5tee8 TArylh a fflnlrnurn of three. Trusleg$ have the lo aPOnt tru8lee8 until confirrned at the next AGM. At ea¢ AGM one thlrd of the Trustees are rnquired lo r881gn and stand for re4lecalon. thos• longest In office f Ne trustees will meet with exi81ing trust8 wior to recommendalion for4JpoinbnL during whkh Ilme thoy 11 have the 810n and strategy ofthe chaiity wil8k)ed to them. NtwTNstee8 are wolldod *rfih tho Chadty Comml8slon'$ puUl¢8tkn$ for InterKllng trustees.

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 The IN8lee* repryt was approd by Iho Bowd of Tnmteej. A Budg•n Trustee Dat•d'. S O¢lober21y23 A GHl•r Tntstee DA]..5 October 2023

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED I report to Ihe trustses on my exarninatw)n of the financ4al stal8meni8 of sheffi Occupotk)nal Heallh AdviBOry SeryKg Llrnmed (the ¢har5ty1 forthe year ended 31 2023. Re¥pon¥lbltl¥•¥ and b1¥ of rnport As Ihe InJ5tees of th9 tharity (and also its dw8doJs the pu0 of o)mpany law) ar8 respon51bl• for (the 2C#]e Art). Hn9 sadsfied myselfthal the flnancTal statements of the thrlty are not required to be audlted under Part 16 of the 2006 Act ond 8re elgible fc independent examinalion. I report in respect of my examination of the flnanckl statements carried out under sgcthn 145 of the Charit$ Act 2011 (the 2011 Act}. In carrying out my ex8minalitin I have follmd dl thg ¥Pb Dirocttons gfven ty th8 Charity Commlsslon under sethjn 145{5)Ib) of th8 2011 A£L I have tsjmpleted my examir4ti)n. I nIkn1 that rn matters ha¥e c¢me to my att8ntm n nne¢ll wlth tho examtnalion giwng me cause to beleve thal in any male11 respeL accounting reo)fds were not kept in respad ofthe cknaffty as requr8d ty secn 386 ofthe 2006. or the finan¢tg1 statemts th rKrt accord Wbth those records: or the finaniiai slatements do n¢rt with the t0[n9 rpwrwn8nts of s8(h)n 396 of the 2008 Acl i)therthan arry requirement that the acc1$ gr a In and fair Is nol a matter cOrIdered as P8rt of an independent examinattM'. or the finanual $laternents not been 5xepad in acryxdm thith tho Nthods and wir¥¥85 of the Statgmgnt of RK£Jmmwthd PrnL¢x for 8ca)uthg aTrJ reporting by tharth95 apfftble lo Charities prepar1g Iheir accounts in ac4)rdance wilh the Financ¥al Reporling Stsndanl aPPab in the UK and Republic of Irgland (FRS 102). I have no c•ncern$ afKI corne w)8s no other mtets in ith th• 9x9minat to whlch attentton slKrtM bg drw*n In thls report hi order to enabb a wop8r undwstsnthng of th• flnandal $t8temenls lo be rnach8d. Gr8nl Wade CharteredAo)Juntant Wells Rletwdson Cannon House Ruar Road Sh9ffield Sou¢h Y0thSre S3 8DP D8led: S Ortober2023

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2023 Unmfrf¢t R•Jtrktsd fund• nd• 2023 2023 Total Unre•trf¢t•d R•8trlct•d fvnd$ funds 2022 2022 Totsl 2023 2022 Nots8 Charflabl6 actlvlU•s 127.415 45.000 172.415 112,085 44.742 156.827 Charftable actM11è8 110.374 1SS,918 107.074 52,111 159,185 N•t Ineomlnglloutgolngl v••oyr¢o• b•lorn tr•nofvrn 17,041 (044) 16,497 5,011 17,389> Q,358) Gf088 Iran8f•rn bOMIn lurHI• 12 (644) 544 (1,886) 1.086 N•t Incom•ll•xp•ndltuf•l lor th• y•arf N•t mov•m•nt In lund• 18,497 16,497 3.325 (5,8831 (2.358> Fund bAlonce8 Al 1 Apdl 2022 71,403 71,403 88,078 5,883 73.761 Fund bilanc•• at 31 March 2023 87,900 87,gJO 71,403 71,403 Thè 8lalement of flnaral 8Ctlvlll8$ Indudo8 all g•ln$ and lows Tfjcogn18•d In the year. All Incomo and •xpendllur• d•rlve trom contknulng acllvlll•8. Th• Btsl•mont of flnanclal athlllo• compl1•8 th the roqu9ffl•n1S for •n Inrn9 •nd •xp•ndllur• •w)u under Iht Cornp8nt8s Act 2006.

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED BALANCE SHEET ASAT31 MARCH 2023 2023 2022 Tanglbl• alts 10 1.107 810 Cumt •••ets Doblors Ca8h al bonk and In hand 11 1,371 73,836 75,207 Cv•dltorn: amounts lalung wlthln on• y•ar 12 (0.543) (4.614) N•t cmnl •8sets 86.793 70.593 Totsl au•ts l••• ¢urr•nl ltsbllltl•• 87, 71.403 In¢om• fund• Unro&M¢tod lunth 87,gXI 71,403 87,9.. 71.403 Thè company Is enUll•d lo Iho •xempkn fmm th• •NlIt rnquthenl conlalned kn s•dlon 477 ofthe comp508 Act 20Cfj. for tha year ended 31 Marth 2023. Tho dlreckn thelr r•swWIIkn for tllh requk•m•nl• of COMP105 Act 2008 Thè membw8 not requlrnd th• ¢xMpry to obtaln an of its Ilrwid•l statwnents for th• ye4r In qu•sJon In

txordance wlth 478.

These IlnanrAal slalements hA¥• been Fvepargd li arts)rd•n¢• wlth tho pro¥i8lon8 opbI• to c¢mpgni08 sub to th• $mall companl•s rtykn•. A BLpJgen Comp•ny v•gl•tratlon nUmr 2429795

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023 A¢counllng 1¢1•• Charfty Infomiallon Sheffi8ld 0¢patiOnal Health A0lsOry Servl¢e Umtted Is a prfvate company limited by guar8ntse Incorporated In Ervjland and Wales. Thè registered officg Is The Ctrde, 33 Rothngham Lang. Sheffleld, S1 4FW. 1.1 Accountlng conwntlon The finandal statements have been prepared in acrA)Tdance wlth the charivs M8fflorandum orrfl Artlths of Assodatlon, the Companies Act 2006 and "Accounllng and Reportlng by Charilias: Statement of Recommgnded Practke applieable to charili8s proparfNJ Ih•ir acojunts In accordan wlfh the Flnanc481 Reportlng Standard applicable in the UK and Republic of Ireland (FRS 1021 (effective 1 January 2019)". The charity Is a Publlc Benefit Entity as deflned by FRS 102. The charity ha$ taken advant8g¢ of the pro¥lslons In the SORP for tharfves apptylng FRS 102 Update Bufielln 1 not to prepart a S0m¢nI of Cash Flows. The lknandal statements afe pr8par8d in ststhrvJ. whlch Is the furKtional ¢rnCY of the ¢harfty. Monetsry amounts In these financAal slal8m8nts ar8 roundad to thè nearest L The finanryal statements have been wepared under th• historical cost conventlon. tKlnclp81 acrxjunting poli¢les adopted are set out below. 12 Golng Gon¢•rn At thè lime of approving the financlal statement8, the trustees havg a rgosonablg exp8GtaU¢)n that the ¢harfty ha$ adequalg rgsour¢es to conlnue In operattonal existencg for the foreseeable fLrture. Thus the tnJstee8 conlnue to adopt the going concern basi$ of accounting In preparing the flnanaal statèments. 1.3 Ch•rftsbh lund• Unrestiicted funds are ovaltobl8 for use 01 th8 discrolkn of the Iruslees In furthernnce of tlte5r tharitatilo objectib. Reslricted funds are subject lo specific con(fitions by donors as to how they may b& used. Th• purp5 and uses of thè restrfcted funds are sèt out in th8 notes to Ihg financlal statements. Endowment funds ara Subled to 8P8CAffic conditions by don0 Ihal th8 Capltal must be malntslned by the charfty. 1A Incomè Incomg Is recognised when the thaiity Is legally enlided toll after any p&rfom18n¢e ¢ondNlons have been moL the gmounls can be mea8ured reliably. and K is probable that Irrn 11 be recelved. Cash donallons aro rgcogn18ed on recelpl. Olher donatlons are re¢ognl$ed on¢0 the tharlty has been notlfiad of th8 donallon. un19ss pwformance condilKJn8 requlre deferral of th$ amount. InTryng lax rscoverable In r¢lalion to donation$ r8cgIv8d under Gmt or deeds of Covenant Is recognised al the lime of the donauon. Legacies are r)gnISed on rec8lpt or otherwlse rf the tharfty has been notrfd of an Impending dlstribution, the arnount is known, and receipt is expected. If Ihg amount Is not known, the legacy 18 treated as contingont 888oL Donated facilities and s&Mc8s. where material. are irtduded at the value to the ¢harity where can be quantified and mèasured rellabty. Tho valu• of servlc98 prwded by volunteers ha3 fKI been Induded In Ihgso accounts.

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 A¢¢ountlng pollcl•• IContJnwd) Grnnts, where 8nM8m•nl Is not condlltonal on the dellvery of a 8peclfic p8rfomiancè by th8 tharty. aro recognlsod when the chadty becomes unconditionally onlttled lo the grant. Grants relal8d to p8rfonnan¢o and 8peryfi¢ dellverable8, are accounled for •$ th• tharity aama Iho rtghl to con¥ideT8llon by Ils p8rformance. 1.5 Expondltur• ExltUral8 reeognlgod on an 8rxrual• ba811. Uabllllles aro recognl8•d 81 soon 88 ther• Is a legal or nstruA& obllgallon lo pay out resour. Char6tAbh •xp#rthre comwi888 th0 costs Incurred by the In the delfvery of Its act11105 4nd 8eNIc48 for tho publlc. 11 Indud08 C0818 th81 bo allo¢at•d dlr•c41y to •uch a¢Xlvllle$ and co818 of an Indlre¢t naiure necè888ry 10 Support them. Govemgn¢e co81s Include the co8t8 of prèparatlon and examlnallon of the 81alulory a¢nI8, th8 e¢xt of truste8 meellng8 and Ihe cost of any legfjl adce lo Irusleu on govomance or con8lllthlonal matt•r8. 1.8 Trnglblfj flx•d ••••t• Tanglble fixed a$8els 8re Inlltally m?a•ur•d at vJ•t and 8ub$oqufjnlJy m908ured 01 ¢0ot or wlu411on, not of dopr8cl•llon gnd any Impalmienl108888. It•m8 of equlpment ar• r)nly pItalI80 wh•r• th• pUl¢h prt •xcoed8 £500 ond they havo a us•ful Ilh of more than ong y84T. Depre¢lallon18 recognlsed 80 a8 to wrflè off thè c08t or ¥8luatknn of a88?ts1088 Ihelr rejldual valuos over Ihetr Ltsoful Ilv¢s on the followlng ba8e8: Flxtur•8 And flttlngs 26% 81ralghl Ilno Thè galn or1088 artsln9 on th8 dl$pwl of4n o$$et Is dolermlned as the dmference betrmen tho procaedl And thè carylng value of the assol, gnd18 re¢ognbBed In the statement of flnanclal actlvltles. 1.7 Imp•lrni•nt of flx•d a•••ts Al each reptsrtlng end dale. tho charfty r¥w$ the carrylng amount8 016ts tsrvJlbl• Ju•t8 to dots1 whethor Ihare Is any Indlcallon Ihgt Iho8e 888018 hav8 suffered an Impalm•nl 1088. If any Such Indl¢alhJn xlsts. th• recoverable amount ol the a81 Is ostlmaled In ord•r lo d•l8Tmln• Ihe •xt•nt of th8 Impalmienl 1088 (ff any). IA Cuh Ind ¢•h •qulv•lgnts Cash and e&sh 8qulv8l•nt8 Includtr cash In hand, deposlts held at call wwh banks, other short-t•rm Ilqukl Inve8lment8 ¥th orfglnal matud1168 of thm8 month8 or fe88, and bank ovordrafts. Bank ovèrdr•ft8 are shown wilhln borrowings In current liabililles. 1J Flnan¢l•l In•trumont• Tho ¢horlty elected to apply the provl8lons of S8¢tSon 11 'Basic Flnandal In8lrum•nts' and Sedlon 12 'Other Flnanclo5 Instwmenls18$ues' ol FRS 102 to all of Ils flnanclal in8trumonts. Flnandal Snstrumenls a recognlsed In the charlty'8 balanc8 8h8•1 wh•n th• chadty becthnes paty to the contractual Pro$10n$ ofthe In8lrumenL Flnandal a$8et$ ond IlablllUe$ are off8•t, th Ihe amounts presented In Ihe flnandal stalemonts, when Ih8re 1$ 8 19gally enfore8able rlghl to sel off Ihe rocognlsed 8mount8 and there bs an Intenllon to Sglue on a net basls or lo reallse the asset and settle the Ilabllrty slmultaneou$ly.

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Accountlng poUcle• {Contlnued) 8a¥k ffnan¢l•lS•ts Basic finondal assots. whi¢b Indwle dekns wd (ash 1 bahnces. are initially mgasured at Interest melhod unless the aThangemerrt ¢¥)n$t1 a transadN. where fhe transa¢tlon measured at the present valu8 of the fuiure receipts scrted * a market late of interest Flnandal assots da$sed as receivable within yeer gre not amorfil 8ask Ilnan¢lalNobllhles Baa finandal liatdliti8s. induding ryethttys and bank are rno)gtM8ed at lTrnsaraion pr unlo88 thè arrangement conslilutes a finarKing transaraion. whwe the debt instrument 15 m8asured at the present 7fdlue of the fulure payments rflsc0t8d at a maat ralg of iFtsesL FNwi¢io1 liaww dasgfwd as payab wilhin one year are not amorti. Trade ¢yedftors (lI98110n5 l) pay tr goods or ser¥ites that have been 8cqulr&1 in the ordinary ojurse of operalhM$ from SuplerS. Amtyjnts payable are dassrfied as rAffenl Ilabilties rf paym1 Is due within ong year or less. If noL they arn wtsented as nOrrrent W4lilies. Trade creditors are roca)gnised inlilally al Financial IlaM611gs are derecognlsed when D)ntradual tl9allonS expwe or arg dl¥tharggd (xnc811gd. 1.10 T•xatlon InputVAT as the thorityls Tr)t reglstered fr)rVAT. 1.11 Emplo beno11ts The CAJSt of any unused hodaY enuuement is re015ed pwi¢xl kn Ihe empbyee's sepAc88 ara Temilnaflon benefits are recAignised immediat as an expense then the thartty is dgnwJnstr3bty oxnmttted to teminate the employThent of an 8rnployee or to pTo¥th temllnatw)n benefits. 1.12 Rellremont bgnefft• Payments to defined a)ntribulbn lettrem benefft a(n aTO ¢harg8d as w expense as they fall duè. CrftlrAI a¢¢ountlng tIMatS andJudgennts In Ihe applI110n ofthe charty's 8&ayJnting polcs. the trustees are required to makeJudggm8nls. ostlmates and assumptions about Ihe Ing amount of aswts ond fiabllities that are not readty apparent from other sources. The estunale5 and a55]ed assunwtions ar9 based on htstorical experien and 0th8r facto that are ¢onsldered to be relevanL A(aual r•sulis may differ from ttse es1imate5. The ostimates and undertylng assumptiDns are revivwed on an ongolng bas1$. Revtslons to accounting estimates are recogni88d In tho perlod in 7•hith eslimate is re0d wthgre the revblon affe* only Ihal 10-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEPaEKfs (COlrnNUED) FOR THE YEAR ENDED 31 MARCH 2023 Impm*lno 18.425 108.9a) 18.425 45.IXKI 153.990 109,420 2.005 154.162 Grnnts r•Lxlvod 44.742 127,415 172.415 112.08S 44,742 156,827 Analyd8 by fund Unre81rfcted funds 127.415 127,415 45.(MM> 45.000 112.085 112,085 44.742 44,742 127,415 1r2,41S 112.085 44,742 156.827 11-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Charlt•bk adlvltle• Workplace trnprovlng Toll IYorkplc• HeaM4 bTrprovlng Health A¢¢ess to 2023 Health Work and Accw to psycho9 W•ll B•lngPsy¢hologl¢ al Thornples al Th•raplg8 IPT 2023 Totsl 2022 2023 2022 Staff o)sts Depredatn and impairment Stsff traintng Rent and 89.060 39.tM2 128.102 79.127 39.042 118.169 352 1.188 1.141 1.389 57 1.741 557 2.347 6.312 10.013 2.347 11360 742 2,801 138 579 138 579 823 2.818 Insuranc Repairs and maintenance Prfnting, i>)stage arm stalionery Tdefv and 2237 250 371 238 912 1.417 9T1 713 1.751 T24 713 1,437 Computer and CCTV 420 3.128 Traven9 expen Legal and professional 4.394 247 2235 205 42 Sundry expen8•8 Refund to grant wo¥fvJer 1.881 1,881 6.567 1[,584 45y4 155,128 102.487 6.567 45.544 154,598 lknntfundirvJ Iseg note ¥ Share of govornar sts (se8 ncrte 6) 12101 (210) 3,487 3.487 1.1L 1,100 110.374 155,918 107.074 6,567 159,185 -12-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMEKfs (CONTINUED) FOR THE YEAR ENDED 31 IIARCH 2023 Charttabk actfvMk IContknu•d) Anaty¥ts by fund Unrestsicted funds R9s1rtell fvnd$ 110.374 110374 107.074 107,074 45.544 45.544 8.567 52.111 110.374 155.918 107.074 1S9,185 Grants payab 2023 Ck Megan Freeth. Tho Unlty of Sheifmhl (210) 3.487 A refd was 01 £210 rekting to wspert morles on the grant go lo Dr Megan Freoth at the Unpmrsty ofsheffukl last y99r. Support ¢o¥ts 2022 1.100 1.100 1,100 Non8 of the trustees (or any pe(ffls wlih lhn) receibd reThMmeon or benelSts from th• thorlty during the yew. 2023 2022 Number mber 13-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AIARCH 2023 (Contlnu•d) Employment colts 2023 2022 W8ge8 and 8alarl Sodal 8e¢urfty costs Olh8r nsIOn c08ts 118,409 109,047 2,579 6,543 128,102 118,189 The ch8rfty opernl•8 a defined conlrlbullon benefl18 sdme In respect of Its employetr8. The organ15atlon m8k88 0)nlrfbutlon8 of 8% to the p•n8ton 8chem• on bghall of employees. Th• *•mo and Its 88oet8 ar• held by IrKlép&nd•nl manager8. Therew•ro no •m0yea$ wh080 annual rfjmunerallon w48 more Ihan £80,000. Tax[on The charfty Is gxompl from tax on Incomè and galn8 filllng wlthln 8ectlon 505 ol the Tax88 Act 1988 or 88etlon 252 oltho Taxallonot Ch•rg••bl• GAIrAct 1992 to Ihg extenl that the80 are opplled lo 118 tharltsblo ¢bled& 10 T•ngSbl• flx•d •M•t• Co•t Al 1 Aprfl 2022 Addlllon8 Dhpou 8,981 1,485 (1,429) At 31 M•rth 2023 7,017 D•pr•cl•tlon Ind Imp•lrm•nt Al 1 Apdl 2022 Deprècl#llon th#rg•d Sn th8 yeor Ellmlnaled In r•sp•ct of d15posal¥ 8,151 1,188 11.429) At 31 Marth 2023 5,910 Carrylng amounl Al 31 March 2023 At 31 March 2022 810 14-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS (COPtnNUED) FOR THE YEAR ENDED 31 MARCH 2023 11 Dobto 2023 2022 Amounts f•Ulng ¥Athln on• y••r. Tr8de debto Other d•btOTS Prepayments and a¢¢Jtwd Inwno 4.939 175 1,981 1.190 1.371 12 C¥It0. •rnounl• hlllng du• T*lthln on• yow 2023 2022 Oihèrtaxatbon and •oclal •é¢%r#y Trade trgdl AccJuals and deferred Inc•m• 2.541 2.529 1,330 1.100 8,543 4.614 -15-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 13 R•strl¢tod fund8 Thè incoffle funds of the tnchjde restri¢Xed fijnds comwlsing the followtng unexpended balar ofdonallons and grants held on Injst for spedfjc Mov•monl in funds 88lanco at Inctynlng Resourco l Aprll 2021 r•$oUr¢ expondod Movoment In funds Balan¢0 at Iftcomlttu Resour8 Trnn•lèrt 8Alwn¢e at 1 AWU 2022 r68our¢ss exp•ndod 31 Mar£h 2023 88 Vleti Impmwng Accass to Psythologi¢•l Thorapies 325 132¥ IHPD MUS106kelet0n Plect (MSIQ {1.240) 6,S98 44.742 145,S44) {6,567) 2.042 (31) 45.000 (45.544) 5,683 44,742 {52.111) 1.686 45.000 {45,544) Improvlng A¢¢¥ to Psychological Theraplos IIAPT) Funded by Sheffield HeaNh and Sooal Care. Free and confrflential service for people who have workplace manlal alth problems. Tho pro1 has been funded on a long temi basis bul 13 renewed annually. Mus¢ulo8keleton Prolect (MS Ils focus is on bringing know18dge and people loyetherto improve oulrJJmes for peOe téalh MSK con1fjlis. 16-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMEKfs (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 14 Op•rntlng lea•• comm At the repomlng end date the c*aiity had outstanding commrtments minlmum Iwo payin•nts under non-conce112b owrating leases, whth fall du8 as folb•M: 2023 2022 Betwe•n Iwo 8rMJ y•ws 12,025 24,$89 Th8 tola118a chwqe forth• y•ar L8.312 r2022. £170). 16 R•tht•d rtY ts¥n••¢t Ther• w•r• no dlsd088ble relol•d pty tr8r)••dth durkng lh8 yew (2022. nono). No r•muneratton w•8 pahl lo any trUNt • Iwsl80. Travel and other expen amounllng to £NI (2022.. £NID wore relmtxned to tru8teo8. No Iru$l8e or other person conn•X•J to th• had any kntero•t kn •w tr•n••¢¥on •ntfjr•d Inlo by the thorfty dudng the year. -17-

SHEFFIELD OCCUPATIONAL HEALTH ADVISORY SERVICE LIMITED CONTENTS Page Tw8lees' report Indeperthnl examlnets report Statement of finandal actbAtt88 Balance sheet Notes lo the ftnanoal stalernenls 8-17

2023-03-31-accounts

Sheffield Occupational Health Advisory Service Annual Report 2022/2023

What we do

We provide Sheffield’s job retention services; if you believe that your work is affecting your health, we can provide you with advice to help you stay at work or return to work after a period of sickness absence.

The world of work has changed with people making different choices about what work means to them. We have found that many businesses have failed to adapt to changes in work culture, resulting in more people developing diverse workplace health issues.

Case study

New Work

We have been busy writing a number of blog posts including:

You can see all our blog posts at https://sohasworkplacehealth.com

SOHAS received funding from the following organisations:

txordance wlth 478.

txordance wlth 478.