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2025-03-31-accounts

ANNUAL REPORT & FINANCIAL ACCOUNTS Incorporating the Directors’ Report 2024/2025

www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

~~Contents~~

  1. About Hospice at Home West Cumbria

  2. Vision, Mission and Our Charter

  3. Our Strategy For 2024-2025

  4. Our Operating Area

  5. Joint Statement From The Chair and Chief Executive

  6. Hospice at Home West Cumbria In Numbers

  7. About Us – Our Patron, President And Vice Presidents, The Trustees, Company Secretary

  8. Senior Management Team and Committee Structure

  9. Governance

  10. Sustainability

  11. Presence and Reputation

  12. Overall Income and Expenditure

  13. Professional Advisors

  14. Financial Review

  15. Trustees’ Responsibilities Statement

  16. Independent Auditor’s Report

  17. Consolidated Statement Of Financial Activities

  18. Consolidated Balance Sheet

  19. Company Balance Sheet

  20. Consolidated Statement Of Cash Flows

  21. Notes To The Financial Statement

About Hospice at Home West Cumbria

Hospice at Home West Cumbria (HHWC) is an independent charity which is registered with the Charity Commission. It is also registered as a company limited by guarantee at Companies House, with the Fundraising Regulator, and with the Care Quality Commission (CQC).

We provide home nursing, support at home, family and bereavement support services and lymphoedema treatments. Our care is delivered to people in their own homes, clinics and other settings, which may also include those in nursing homes and hospitals. We cover an area from Maryport in the north, to Millom in the south and into rural areas of the Eskdale, Wasdale, Ennerdale and Buttermere valleys, serving a population of around 137,000.

We are proud to have served our community for nearly 40 years, working in partnership with our local healthcare colleagues to provide complex, specialist palliative and end of life care to the people of West Cumbria, as well as offering vital support to their loved ones.

We are committed to delivering the highest quality care that is agile and responsive to give our patients and their families choices about the care they receive. Our services are delivered free of charge to all those who need them. To support this, we have a marketing and income generation team to raise our profile so that people are aware of our services and know how to support us.

Around one fifth of our income comes from the NHS the rest must be raised through our own income generating activities, legacies, trusts and grants. All our actions are governed by the knowledge that we have a duty to manage our resources wisely and cost effectively and remain sustainable into the future. We employ 54 dedicated staff who, with the support of 116 incredible volunteers, provided care to more than 1,000 people last year.

  1. Volunteers

  2. Service Delivery

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VISION

MISSION

All people in West Cumbria have timely access to personalised high quality palliative and end of life care.

To be at the heart of our community and provide home nursing, emotional support, complementary therapies and lymphoedema care when and where needed.

~~Our Charter~~

We will deliver care We will keep you safe. and support where and when you need We will work closely it. together and alongside other professionals to ensure we provide you with the support you need to live your life how you choose.

We will listen carefully to your wishes and needs throughout your journey and always keep you and those important to you at the centre of all we do.

We will develop trusting relationships with you and those important to you, enabling you to share your thoughts and feelings in a safe, non-judgemental place.

We will ensure we keep your We will welcome information confidential and We will help you everyone regardless We will provide private. live your best life by of their age, support and supporting you with gender, ethnicity, care from your emotional, disability or sexual compassionate, We will provide a range of physical, spiritual, orientation and kind and skilled high quality care, support and information for patients, social and cultural treat each person professionals and needs and wishes. with dignity and volunteers. their loved ones and those respect. bereaved.

~~Our Strategy for 2024/25~~

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SERVICE PRESENCE,
SUSTAINABILITY GOVERNANCE
Theme DELIVERY REPUTATION &
& GROWTH & LEADERSHIP
& EXCELLENCE INCLUSION
Ensure our
Deliver the best organisation is Reach more people Ensure our
possible care for sustainable and through working organisation is
Goals
our patients and relevant in the ever- in partnership and compliant and
their families. changing external raising awareness. manages risk.
environment.
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~~Our Operatng Area~~

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REFERENCE &
ADMINISTRATIVE
DETAILS
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Registered charity name:
Hospice at Home West Cumbria
Charity registration number:
1086837
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Company registration number:
4191126
Head office telephone number:
01900 873173
Registered office:
Therapy and Information Centre
10 Finkle Street
Workington
Cumbria
CA14 2BB
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Joint Statement from the Chair and Chief Executive

our organisation is sustainable and relevant in the ever-changing external environment; and ensuring our organisation is compliant and manages risk. The Board remains committed to building strong foundations to ensure long term sustainability and continued growth to meet the needs of service users.

Welcome to Hospice at Home West Cumbria’s 2024/25 Annual Report and Accounts which highlights some of the many achievements of the past year.

In 2024, our founder Dr Brian Herd, retired as President and shortly after received a letter from our Patron, His Majesty King Charles, acknowledging his dedication to Hospice at Home West Cumbria for over 38 years. At the AGM in 2024, former Chair and Vice President Dr Robert Walker, was appointed as President.

Achievements within the last year include expanding the Support at Home service into the south of our area; introducing new complementary therapies; collaborating with local hospices to promote awareness of hospice care; expanding bereavement services and opening new bereavement cafés; and launching a redesigned website aimed at improving user experience. Recruitment efforts have brought additional skilled and professional staff to the team.

We would like to pay tribute to Dr Herd and our Vice President Mary Todd who both sadly passed away earlier this year. The Trustees, President, and Vice Presidents are grateful for the invaluable contribution they both made to the organisation, and they will be greatly missed.

Dr Fayyaz Chaudhri and Kerry Charters resigned as Trustees, and both were thanked for their support and guidance. Sandra Holiday was appointed as a Trustee and will support the HR and Governance Committee.

We have set out an ambitious new five-year strategy which was launched in April, developed through consultation and feedback from a wide range of staff, stakeholders, service users and the public, and is now available on the website. Longterm priorities in the strategy include delivering the best possible care for our patients and their families; reaching more people through working in partnership and raising awareness; ensuring

We would like to thank all staff, volunteers and Trustees for their hard work throughout the year and to everyone who supports our activities through donations, fundraising and volunteering.

Julie Monk, Chief Executive

Brendon Cook, Chair of Trustees

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Hospice at Home West Cumbria in Numbers

~~Home Nursing~~

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We provided 9138 hours of nursing care:
857 night shifts
241 day shifts
251
new patients
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272
new referrals
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~~Family and Berea~~ vement Support

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94
new patients
• bereavement
support 55
• carer 21
298
• patient 23 one-to-one sessions
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179
136 99
bereavement
new referrals
active patients during this period
group sessions
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~~Complementary~~ Therapy

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THERAPIES
155 new referrals
CARRIED OUT
• bereavement
Acu-reflexology 88
support 49
Emotional Freedom
• carer 27 Technique (EFT) 59
• 79 Reiki 257
patient
Aroma Sticks 23
Therapeutic Massage 30
169 466
active patients complementary
during this period therapy sessions
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~~Lymphoedema~~

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222
new
referrals
452 active patients during this period
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252 558
cancer non-cancer
related related
treatments treatments
TOTAL 810
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~~orrect as of the date of the AGM on 5th October 2025~~ The information on this page is c

PATRON PRESIDENT & VICE PRESIDENTS

His Majesty King Charles III ............................Patron Dr Brian Herd ..........................................................................President (stepped down 30 May 2024, died June 2025) Dr Robert Walker .............................................................Vice President (to 30 May 2024) President (from 1 June 2024) ~~Mr Richard Stout~~ .............................................................. ~~Vice President~~ Mrs Mary Todd ....................................................................Vice President (died June 2025) Baroness Sue Hayman of Ullock .............Vice President Mr Gary McKee ...................................................................Vice President Mrs Joanne Bowe ............................................................Vice President

~~Senior Management Team~~

This team operationally manages the organisation, provides support and guidance to all staff, and supports the Board of Trustees.

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Director of Funding &
Director of Clinical Services
Chief Executive Officer
Communications
Julie Monk Lorraine Dixon Hayley McKay
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~~Commitees~~

His Majesty King Charles III has been our Patron since 1997. We hope he will visit us again when we celebrate our 40th anniversary in 2027.

Gary McKee, Vice President; Dr Rob Walker, President; Mary Todd, former Vice President; Dr Brian Herd, former President

THE TRUSTEES

Mr Brendon Cook ............................................................11 October 2019 - Chair from 3 December 2020 Mrs Barbara Stephens .............................................11 October 2019 Dr Fayyaz Chaudhri .......................................................3 December 2020 - (resigned 10 October 2024) Mr Paul Skelton ..................................................................8 October 2021 Dr Lee Williams ...................................................................6 October 2022 Dr Richard Tranter ..........................................................22 November 2022 Mrs Fiona Stobart ...........................................................22 November 2022 Mrs Kerry Charters ........................................................22 November 2022 (resigned 27 May 2025) Mr Dominic Heaton .....................................................1 August 2023 Ms Kathryn McCloghrie ........................................1 August 2023 Dr Andrew Butler ............................................................20 February 2024

Mrs Sandra Holliday....................................................3 December 2024 - (to be ratified at AGM October 2025) Mrs Antonia Claire Tandy ..................................26 August 2025 - (to be ratified at AGM October 2025)

COMPANY SECRETARY

Miss Charlotte Todhunter ..................................Appointed 2 May 2023

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Finance BOARD OF
Clinical HR &
& Income
Governance Governance TRUSTEES
Generation
Committee Committee
Committee
Trustees:
Trustees:
Dr Fayyaz Chaudhri
Trustees:
(Chair to October 2024) Dr Lee Williams (Chair)
Fiona Stobart Barbara Stephens (Chair) Brendon Cook
(Chair from November 2024) Paul Skelton Dominic Heaton
Dr Richard Tranter Claire Tandy Kathryn McCloghrie
Dr Andrew Butler Kerry Charters 2025) (resigned May Executive Support:
Sandra Holliday
Executive Support: Julie Monk, Hayley McKay,
Executive Support: Charlotte Todhunter
Julie Monk, Melanie Taylor
Julie Monk, Lorraine Dixon,
Dr Helen Rowe
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This Committee oversees This Committee monitors This Committee monitors and advises on Clinical Governance of the and advises on Human Resources and personnel the financial management and marketing and income generation of charity including quality issues including the charity, including standards, clinical risk, remuneration, and audit requirements, the care delivery and patient training and development development of fundraising experience and audit. of staff and volunteers. strategies, the operation of the Trading Company and external audit arrangements of both the charity and the R I SK G ROUP - The Risk Group is attended by the Chairs of each Trading Company. Committee and oversees the strategic risk register and reports highlights, exceptions and changes to Board to inform the Business Plan.

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GOVERNANCE

~~Role of the Board of Trustees~~

The Board monitors organisational performance and ensures the highest quality of care is provided, balanced with effective, efficient and economic use of hospice resources and assets. The Board ensures compliance with the law and works within the governing document, the Memorandum and Articles of Association.

Hospice at Home West Cumbria is an independent charity overseen by a Board of Trustees who are responsible for the management and administration of the organisation. They are accountable for the overall governance, making decisions and working together through quarterly meetings.

The Board holds legal responsibility for the activities of the organisation and in shaping the long-term direction. The Board is accountable for defining the mission, vision and values, and for ensuring those are underpinned by a clear purpose and a framework of policies and standards. The Board sets the overall strategy to achieve the organisational aims and delegates the implementation to the Chief Executive and senior management team. The Trustees are directors of the charity and have duties under company law as well as charity law. They are expected to maintain the highest standards of integrity and stewardship; to ensure that the organisation is effective, open and accountable.

The governance arrangements are set out in the Governance Handbook which includes guidance on the roles and duties of Trustees, role profiles, terms of reference for committees, schedule of matters reserved for the Board and a scheme of delegation.

The Board meets a minimum of four times each year and has a subcommittee structure. Each committee meets in between Board meetings and has delegated responsibility to examine the detail and provide the precise level of scrutiny that is necessary for specific areas of activity. This allows the Board to focus on strategic and big picture issues.

~~Trustee Recruitment and Inducton~~

Trustees make a significant contribution to the running of Hospice at Home West Cumbria. Through the diversity of their knowledge, skills and experience, as well as the time they give freely, they play a key role in enabling the organisation to achieve its aims.

The Trustee Recruitment Handbook provides guidance to ensure the recruitment and selection process identifies the skills, experience and competencies needed on the Board. Consideration is given to the knowledge, skills and competencies needed in response to the changing external and internal environment and Trustees are appointed onto a committee relating to their relevant skill set. Trustees are appointed following advertisement and interview, and references are taken up before a formal recommendation is made to the Board by the Chair.

Before a final decision is made, checks are made to ensure the person is not disqualified from acting as a Trustee, they have declared all actual or potential conflicts of interest, and an appropriate check from the Disclosure and Barring Service has been returned.

All new Trustees participate in an induction programme aimed at building knowledge and understanding of both the role and their responsibilities as a Trustee and the work of Hospice at Home West Cumbria.

A Board skills audit is undertaken annually to identify skills gaps. This year, following resignations and retirements, recruitment took place to attract applicants with medical/clinical skills to join the Clinical Governance Committee. One new Trustee was appointed.

Trustees have an annual appraisal, conducted by the Chair and Vice Chair.

Under the requirements of the Memorandum and Articles of Association, the Trustees are elected to serve for a period of three years, after which they must be re-elected at the next Annual General Meeting. Trustees cannot serve longer than nine years in total.

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GOVERNANCE

~~es Governance Roles and Responsibilit~~

The following details some of the measures which are taken to ensure strategic governance, sustainable leadership, and operational resilience:

1. Governance and compliance reviews: hospices must maintain strong governance structures to meet regulatory requirements and ensure effective oversight. The Board reviews effectiveness, leadership, accountability, and risk management. These reviews help meet the expectations of the Charity Commission, strengthen internal processes, and mitigate risks.

2. Strategic development: strategic planning is carried out to ensure that the organisation continues to deliver high-quality care while addressing financial sustainability. Work has begun on the new Strategy 2025 - 2030 which was launched in April 2025 and showcased at the AGM in October 2025.

3. the development of the Board of Trustees Leadership development and board effectiveness: is ongoing which enhances decision-making capabilities and ensures that leaders are well-equipped to guide the organisation through times of change and uncertainty. Board effectiveness is undertaken annually and an external review takes place every 3 years.

4. Quality assurance and inspection preparation: preparing for inspections by regulatory bodies is critical for maintaining a positive reputation to provide assurance to patients, carers and those who provide funding, whether that be from the NHS, the community, or grant funding. We have implemented quality assurance processes, conducted mock inspections, and prepared staff for regulatory reviews. We have established an internal CQC Working Group, supported by the Medical Advisor, Dr Helen Rowe, to monitor our compliance with regulations.

5. Risk management and safeguarding: with vulnerable individuals in our care, we must have robust safeguarding policies and risk management strategies in place to protect patients, manage risks effectively, and maintain public trust. We have continued to develop and monitor our risk assessments and robust safeguarding frameworks, and implement crisis management protocols. The senior management team has supported the Board in identifying and managing strategic risks, and in setting and applying the risk appetite. The Risk Group includes the chairs of committees and senior management team.

Hospice at Home West Cumbria is subject to the requirements of the Charity Commission, Care Quality Commission and other regulatory bodies. It is essential for service users and the organisation that high standards of care are met in service delivery. To meet regulatory requirements of the Care Quality Commission, the following appointments are made

~~Emerging Challenges~~

External changes and emerging challenges for the next year, which may impact on the operational activities, include:

Other roles which oversee regulatory activities include -

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GOVERNANCE

~~Investments~~

from these activities. The fund managers have a discretionary mandate to best invest in suitable products. The committee regularly reviews the information provided by the investment manager.

The assets of a charity must be invested in accordance with the governing instrument and with the Trustee Act 2000 and the charity confirms it can grant discretionary investment power.

The Board of Hospice at Home West Cumbria has an approved Investment Policy and has delegated investment decisions to the Finance and Income Generation Committee. The committee has responsibility for monitoring the investment assets and reporting to Board.

The charity also has investments held with The Cumberland, and various banks within Flagstones, which is an online investment platform. The use of Flagstones enables HHWC to monitor interest rates across multiple banks and building societies in one place, and transfer funds between these without having to complete application forms for each individual account. It also gives the charity the extra peace of mind that comes with spreading such investments making the most of the FSCS protection available.

The charity has investments with RBC Brewin Dolphin with a specific detailed investment policy including low/medium risk products and the right to exclude those companies that carry out activities contrary to the charity’s aims or from holding investments which damage the charity’s reputation. The Trustees wish to preclude any direct equity investment in tobacco, alcohol or any substance illegal in the UK, and these are defined as companies with more than 20% of their turnover derived

The Trustees objective is that our investments generate a return in excess of inflation over the long term. The annual inflation rate (CPI) for the 12 months to 31 March 2025 was 2.6%. All our investments produced a return in excess of this.

~~Reserves Policy~~

The reserves are resources that Hospice at Home West Cumbria has or can make available to spend for any or all of the charity’s purposes. The reasons for holding reserves are as follows:

~~Assurance, Risk and Compliance~~

In March 2024, we introduced the role of Assurance and Improvement Manager to support the senior management team in shaping key strategies, overseeing policies and procedures, ensuring regulatory compliance, and promoting continuous improvement and sustainable growth across the organisation.

Over the past year, the Risk Group has focused on improving internal processes and strengthening risk management. As part of this, we introduced a new Risk, Assurance and Compliance Framework to promote consistent good practice and ensure regulatory compliance across all services.

We carried out a review to ensure the organisation meets legal and regulatory obligations in line with the General Data Protection Regulation. The aim was to review, manage, and implement processes for how long data is stored, how it is protected, and when it should be securely deleted or archived.

We also introduced new performance reporting tools to monitor compliance, identify trends, and anticipate future service needs. These improvements have supported more informed strategic decisions at Board level, helping us maintain high-quality services and plan effectively.

Our CQC Working Group is carrying out self-assessments against the five key areas of Care Quality Commissions compliance: Safe, Effective, Caring, Responsive, and Well-Led.

~~Healthy and Safety~~

The Health and Safety Forum remains a vital platform for raising and resolving any issues or concerns within the organisation, ensuring they are addressed promptly and to the highest standards. The forum meets quarterly to review incidents, assess ongoing training needs, and discuss safety improvements. Over the past year, our Health and Safety Advisor has supported us with internal audits, reviewed risk assessments, and developed new safety briefs for all our events. In addition to the forums, quarterly health and safety audits are conducted by our Facilities and Compliance Supervisor at our Head Office at Finkle Street, Workington, as well as at our Workington and Cockermouth shops, to ensure all procedures and safety checks are in place.

The Reserves Policy sets out to hold £2.3m of free reserves. The aim of the Reserves Policy is to hold 12 months operating costs (currently £2.1m, of which £450k is working capital) as investments which are accessible within 12 months. Held within these investments, is the intention to keep strategic reserves of £200k in order to take advantage of new opportunities, develop new initiatives and be able to cover any unforeseen emergencies. The balances of such investments at the year-end were £3,297,962. This is £0.9m higher than intended, the reason being due to the timing of the maturity of some of the investments. During the new financial year, budgeted costs are anticipated to increase by approximately £360k (17.5%). Applying the 12 months operating costs policy to the new financial year, the intended free reserves level then increases to £2.6m meaning there is £0.7m more than expected. The intention is to reinvest this difference longer term to help the charity through a potentially difficult few years in terms of fundraising and increased expenditure due to general cost increases, and the additional burden of increased employers’ national insurance contributions.

The charity’s cash reserves are held on short term deposits with The Cumberland, where the average gross interest over the financial year was approximately 4.0%. A range of both short and longer-term investments are held on the Flagstones investment platform, managed by the Finance Team Leader, where the average gross interest over the financial year was approximately 5.3%. The remainder of the charity’s investments are managed by RBC Brewin Dolphin.

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GOVERNANCE

~~Supportng Staf and Volunteers~~

~~Volunteers~~

Recruitment

Over the past year we’ve seen a healthy level of recruitment activity. We continue to strengthen our teams across the organisation. During the last year, we welcomed 18 new starters into a variety of roles, including Registered Nurses, Healthcare Assistants and Administrators, as well as new people joining our Marketing and Income Generation and Finance teams. During this same period we had 13 staff members leave the organisation, moving on to new opportunities or retirement. We are grateful for their contribution and commitment during their time with us.

Despite this natural turnover we have maintained strong staffing levels across the organisation and continued to attract skilled and compassionate people to join us. We are committed to staff retention through our wellbeing initiatives, our focus on staff development and fostering a culture that values support and a positive working environment.

Staff Wellbeing

Staff wellbeing is a top priority and this year we continued to build on our commitment to health and wellbeing through a variety of supportive initiatives.

Our Health and Wellbeing Strategy helps us take a proactive approach and our dedicated Health and Wellbeing Group meets twice a year to review our progress and plan activities using feedback from staff. We held two staff wellbeing days in spring and autumn, each with a different theme but always a focus on connection, reflection and peer support. These sessions included an introduction to Emotional Freedom Technique (EFT) and practical sessions to help with workplace stress and improving organisation skills.

This year, more staff trained as Mental Health First Aiders, bringing our total to five across the organisation – making it easier for colleagues to access support if they need it.

In addition, we continue to offer flexible working and medical insurance for all employees and have a Freedom to Speak Up Guardian to ensure everyone feels heard and supported. We also offer an Employee Assistance programme which offers confidential support and advice as required.

Our management and leadership training programme continues to empower team leaders to align their work with our strategic goals. Through our annual appraisal process, staff are encouraged to set personal and professional development goals, guided by our core organisational values.

116 Volunteers gave their time and commitment to HHWC

£7,070

Our community champions have delivered talks to 246 people spreading the word about the services we provide

Since July 2024 the fundraising volunteers have attended 23 events in the community raising £3,900

collected by collection box We offer 12 different volunteers throughout the financial year volunteer roles

To ensure our volunteers feel valued, supported and aligned with our values, vision and mission, we undertook a full review of our Volunteer Strategy. As part of this we implemented new recruitment and management processes and introduced a new Volunteer Agreement to clearly outline expectations, support available and the mutual commitment between the organisation and our volunteers.

We remain incredibly grateful for the dedication and enthusiasm of all our volunteers, and their contribution to make a meaningful difference to our community.

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GOVERNANCE

SERVICE DELIVERY

~~Our Values~~

~~Clinical Services~~

Director of Clinical Services, Lorraine Dixon

It’s a personal journey.

The demand for hospice services continues to grow and despite the healthcare landscape rapidly changing and reshaping, we have continued to work towards achieving our ambitions and objectives, developing our new five-year strategy.

Teamwork Compassion Respect We achieve more We acknowledge and We positively value when we collaborate appreciate others by individuals for their and all work together. building trust, mutual qualities or traits and We promote the connections, and treat everyone with sharing of knowledge reciprocation. appreciation and dignity. and ideas that help everyone grow. -a- Integrity Accountability Excellence We build trust We conduct ourselves with We will strive for through responsible responsibility and integrity. continuous improvement actions and honest Each of us is responsible and deliver the best relationships. for our words, our actions, services we are capable of and our results. providing.

Recognising the achievements of the last 12 months, whilst thinking about the year ahead, I feel it would be helpful to present a different view – from those who receive and those who deliver hospice care.

who deliver hospice care. Over the last year I have had the pleasure in observing and working alongside our clinical teams. As stated in the team reports, we have continued to expand, change and develop our services, listening and responding to the needs of our patients, families and carers to ensure that we provide the most effectual service for our service users. However, I am not going to talk about figures, statistics or the hours of care that have been delivered. On this occasion, I am choosing to share an observation about one hospice journey. What lies behind a door is an unknown – yes there have been discussions, yes arrangements have been made and yes, the visits are expected, but walking into someone’s home and life is like walking into a | |

What lies behind a door is an unknown – yes there have been discussions, yes arrangements have been made and yes, the visits are expected, but walking into someone’s home and life is like walking into a void that needs to be filled. Trust needs to be built, and relationships need to develop, it doesn’t come automatically. We desperately want to deliver the gift of “extra time”, but we know all too well that this won’t be the case.

Those first interactions are the ones that lay the foundations to making the journey easier to travel. The ability to ask the right questions at the right time is a skill in itself, as is knowing when not to speak and to allow silence to make its own statement. I have witnessed the pain and fear that sits behind eyes, and I have seen the need to escape from situations that hurt so much it’s palpable and almost impossible to contain.

But I have also seen how with support, the calmness descends, the tensions dissolve and the stories begin to unfold. This is what we do best, for a short period of time we become one with the family and for a brief period in time, we make a difference.

I have often been asked about the cost of care, but this beyond the rudimental basics is difficult to quantify; but I may have an answer – You can’t actually put a price on empathy, compassion and human touch and yes its personal, it has to be.

Inclusivity

We value equity, inclusion, and diversity for all.

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SERVICE DELIVERY

~~Home Nursing~~

The home nursing team continues to provide high-quality nursing care to patients with a palliative diagnosis or a life limiting condition who are believed to be within the last 12 months of life. Over the past year the team have worked extremely hard, and this dedication is reflected in the care hours provided. For 2024/25, a total of 9,138 hours of care were delivered, representing an increase of 520.25 hours compared to the previous year.

Our team offers initial face-to-face assessments, and every patient on the home nursing caseload receives a review assessment every six weeks. The team is composed of a dedicated mix of Registered Nurses and Healthcare Assistants; all committed to supporting our patients and their loved ones.

We provide a variety of support services, including one-to-one respite care and end-of-life care during the day. This support is invaluable to both patients and their families. Additionally, we offer one-to-one overnight support, which helps loved ones gain some respite, manage symptoms, or provide essential end of life care.

Our team works closely with external organisations, establishing strong relationships with the Specialist Palliative Care Teams - both in the community and hospital settings - as well as with district nursing teams. The move to a seven-day working week for the office-based team has been particularly beneficial, ensuring there are no delays from the point of referral to the initial assessment.

“I would like to thank Hospice at Home West Cumbria from the bottom of my heart. I would not have been able to manage at this sad time. Please thank all your carers for the support, especially allowing me to have some nights in my own bed, I did get tired a lot as it got harder and the night’s sleep you offered was appreciated. It was a very hard time for me and my family especially towards the end. Without your support it would have been impossible to cope. God bless and thank you.”

~~Support At Home~~

The Support at Home Service has now been operational for two years and continues to grow successfully. The service is designed for patients who meet the Fast Track Criteria, which applies to individuals in the last three months of life. Patients eligible for Continuing Healthcare funding enable the service to operate effectively. The service plays a crucial role in ensuring that patients who meet the criteria are not inappropriately admitted to hospital. Additionally, we facilitate hospital discharges to ensure patients are being cared for in their preferred place of care.

This year has been particularly successful for the Support at Home Service as we expanded into two teams. Following a successful recruitment campaign, we established one team in Allerdale and another in Copeland. The second team was launched at the end of November and has successfully reached some of the more geographically isolated areas in South Copeland.

“This service is an absolute godsend; I could not speak more highly of or praise them highly enough. They allowed me to keep Mum at home for her final days and the support, professionalism and knowledge that came with them was above and beyond outstanding. Not only did they support Mum, but they also supported the whole family which was invaluable, and we will be forever appreciative and grateful to them.”

With the expansion of the service we were also able to secure office space in Cleator Moor, providing the Copeland Support at Home team with a dedicated base between calls. The office space is accessible 24/7 if required and allows us to have a senior team member available during office hours to assist the team as needed.

~~Patent Stories~~

“My sister Mel had been battling cancer for four-years. As part of this long goodbye we heard about the people who were helping and caring for Mel and the advice and care they gave her. Always there when Mel was at her lowest, most scared, and sometimes confused. Comforting, listening, and advising when Mel needed expert help from people who are truly dedicated and experienced. People who want to give their fellow human beings the dignity they deserve when facing their final journey. This is what Hospice at Home West Cumbria did for my beautiful sister, and all my family and I deeply appreciate the work, care, and peace of mind they gave her.”

-Calvin

Emily’ Story

“Dad was diagnosed with terminal pancreatic cancer in September 2021 and was given 6-12 weeks to live. We didn’t know if he would make it to Christmas that year but due to his immense strength and the help of the doctors, nurses and especially Hospice at Home West Cumbria, we were able to have almost a whole year with him. That meant he got to meet his grandson, watch his stepson get married and watch me graduate. Being with dad almost every day for that final year of his life was the greatest privilege of my life, but we wouldn’t have got through it without the support from Hospice at Home West Cumbria.

Palliative and end of life care is not something people really speak about. With a diagnosis usually comes “how are we going to fight this” but no one talks about what you do when there is no cure, no chance you are going to get better, and this is what we knew from day one of dad’s diagnosis.

That is where Hospice at Home West Cumbria came in. Their team supported not only my dad, but the rest of the family as we started down a road, we never thought we would have to go down. They helped us try to understand the process of dying, what palliative treatment is available and what dad’s options were. Because even though he was dying there were still choices that he could make for how he wanted to die, which is extremely important. Hospice at Home West Cumbria gave dad the option of dying at home, which was ultimately what he wanted.

They were incredible and provided a safe space to talk about how this was affecting me, provided nursing care when we needed more support caring for dad, and helped me understand more about how palliative care and dying works. They have inspired me to get the conversation of palliative care started, to the extent where I am now going to study Public Health in the hope of helping others in similar situations to ours.

Hospice at Home West Cumbria are vitally important in a rural area like ours. An actual hospice building wasn’t a feasible option for us, as the nearest one was at least an hour away and it would mean we couldn’t be with dad all the time. And for many, comfort is found being in familiar surroundings with your family by your side. This is why dying at home has to be an option.

During the year dad was ill I heard a quote that “to love someone completely, you have to love the ending too”, and thanks to Hospice at Home West Cumbria, we had the space and support to find love in dad’s ending. For that I will be forever grateful.”

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SERVICE DELIVERY ee

~~Family and Bereavement Support~~

In addition, we continue to receive kind words of appreciation from our clients who, in the most difficult of circumstances, tell us that they feel an improvement in their quality of life.

The Family and Bereavement Support (FABS) team work with palliative patients and their family members pre and post bereavement. The team offer tailored packages of emotional support to best meet individual need in line with best practice guidelines. Eligible people receive an initial assessment of their support needs by a trained member of staff before being supported in a facilitated group or through one-to-one emotional support sessions. Our work is delivered in the community and from our Therapy and Information Centre in Workington, and focuses on helping with coping, anticipatory loss, grief and bereavement through using active listening skills.

“You are angels in disguise. You offer excellent compassion; nothing is too much trouble. This is something I will look back on in time and think and openly say you guys helped me through my darkest of days. I will be forever grateful”.

Early in 2025 we launched our new Bereavement Comfort Café in Cleator Moor. The group aims to connect local people together to support each other through grief and is a space where people can talk about the pain of loss and find courage and strength in knowing they are not alone. Bereaved people age 18+, regardless of how they were bereaved, receive a warm welcome from our team of trained volunteers. The group offers the opportunity to share the experience of grief, encourage connection and reduce social isolation. Our well established weekly Bereavement Support Groups in Cockermouth and Whitehaven continue to be well attended, and are much appreciated by those who go along.

We also offer a staff facilitated ‘Grieve Well Together’ bereavement group. The aim of the group is to bring together those who are bereaved by palliative illness to offer support, shared experience and coping strategies. The group provides invaluable support and connection in challenging times, and we receive heartfelt words of thanks from those we have worked with.

We evaluate the impact of our work by asking, ‘have we enabled you to cope with your situation better than before?’ and ‘have we made a positive difference to your wellbeing (how you feel in yourself)?’. To date 100% have responded ‘yes’.

“The one-to-one sessions have proved invaluable in helping me come to terms with and manage my feelings by providing a safe space in which one could talk things through and get negative thoughts put into context and off one’s chest. The practitioner was very kind, caring, compassionate and professional. Very skilful in getting me to dig deep and talk and about matters and feelings that were having a negative effect on my wellbeing and ability to start the adjustment to the new normal. It was good to talk”

“I believe the service has helped me to understand better the different stages of grieving. And that it’s okay to feel angry but then to understand why I was feeling that way. I cannot thank you enough”

~~Complementary Therapy~~

The Complementary Therapy team delivers tailored support to palliative patients who are believed to be in the last 12 months of life, and their family members whilst caring and into bereavement. The service is delivered in the community and at our Therapy and Information Centre in Workington. Our therapists aim to deliver bespoke packages of care to best meet the needs of the people they support, selecting the most appropriate combination of approaches for them. These may include reflexology, reiki, EFT tapping, aromasticks, therapeutic massage, breathing and relaxation approaches. Patients and carers receive oneto-one support, the bereaved receive one-to-one or group support. People who access our services may present with a range of challenges including pain, insomnia, nausea, peripheral neuropathy, troublesome anxiety states, disturbing memories, low mood, and other difficult emotions related to diagnosis, prognosis, anticipatory loss and bereavement.

Bereaved people may be offered a place on our Growing with Grief group. The group provides the opportunity to practice and learn self-supporting techniques known to calm the nervous system and help soothe the natural grieving process. It runs fortnightly for eight sessions, has a maximum of eight participants, and is facilitated by an expert in the field of supporting bereaved people with complementary therapies.

We evaluate the impact of our work by asking ‘have we enabled you to cope with your situation better than before?’ and ‘have we made a positive difference to your wellbeing (how you feel in yourself)?’. To date, 100% have responded ‘yes’. In addition, we continue to receive kind words of appreciation from our clients who, in the most difficult of circumstances, tell us that they feel an improvement in their quality of life.

“The reiki sessions were a tremendous help in providing a quiet, safe environment in which to relax. The practitioner was caring and professional, providing guidance on techniques to manage my stress and deal with unhelpful emotions. I shall continue to build on the tools and techniques learnt to promote and develop a more holistic approach to maintaining and improving my wellbeing”.

“I can honestly say, that during these sessions, it’s the only time I feel my body feels relaxed….. It’s more than relaxed and it’s the only time I don’t have negative thoughts.”

“I feel calmer and can cope with the rest of today. I can still feel your hands on me. It feels very soothing”.

“The EFT process is so helpful. I can recommend this service to anyone. Friendly, professional and empathetic”.

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SUSTAINABILITY EEE

~~Lymphoedema Service~~

“Amazing staff who supported my father with patience and exceptional care.” – Feedback from a patient’s son.

The specialist lymphoedema service provides treatments for both cancer, and non-cancer related oedemas. The team provides assessments, delivers appropriate treatments and supports and advises palliative and non-palliative patients, their families and carers. We are the only providers of specialist adult lymphoedema services in West Cumbria.

“Service has been excellent and friendly. The lymphoedema team were excellent.” – Patient feedback.

Comprehensive assessments are carried out by our highly experienced team of nurses and tailored treatment packages are offered according to the needs of the patient to promote self-management which includes compression garments, skin care guidance, advice and support on choosing a healthy lifestyle, and the use of specialist technology to provide targeted treatment.

“I felt I learned so much from you and your expertise… I love your enthusiasm for your role and your team. This will benefit patients who come to wound and vascular clinic.”

This past year has been a transformational one for the Specialist Lymphoedema Service. Thanks to the tireless efforts of the team - and the vital support from the Marketing and Income Generation and Finance teams - we have not only maintained our high standards of care, but expanded what we can offer. With newly secured funding and state-ofthe-art equipment now in our tool kits, we are delivering more personalised, innovative treatment plans than ever before. This is a major leap forward in helping our patients live more comfortably and confidently.

– Wound & Vascular Nurse after a shadowing day.

In the next 12 months we will be auditing patient outcomes to further sharpen our effectiveness, optimise treatments, and stay ahead in our field. It’s all part of our commitment to providing exceptional, compassionate care, every step of the way.

Looking ahead, we’re excited to be exploring the following ideas:

We refined our referral criteria and revamped our referral form to ensure that patients receive the right care, at the right time, from the right team. These updates have really improved triage efficiency, allowing us to fast-track urgent needs and redirect inappropriate referrals more effectively.

Collaboration has been at the heart of our progress. Our team has started to liaise with other specialist services to assess local needs and build a roadmap for future development. The plan is to expand our reach and adapt to meet the demands of those who need us most.

~~Finance~~

Opportunities to improve the digital infrastructure have been embraced, supporting improvements in efficiencies across the organisation as a whole.

The main project for the finance team during the year has been reviewing the financial software and investigating options to find a new software that will better suit the needs of the organisation.

The software which was deemed to be most appropriate by the finance team and the Finance and Income Generation Committee was Iplicit. This is a fully cloud-based software which has specific functions for charitable organisations and has an infinite number of customisation aspects which have enabled the team to build the software around the organisation’s needs. For example, the team have been able to build our own workflows into the software to give assurance that any expenditure is being directed to the appropriate manager for approval before payments are made. It has also enabled the building of departmental budgets so that going forwards budget tracking will be much easier for management which is particularly important during the current financial climate.

The software is also accessible not just by the finance team, but everyone within the organisation, with customisable access requirements for each staff member. This means we can provide transparency across the organisation whilst ensuring that only relevant information is accessible by each staff member.

The software went live on 1st April 2025, and the finance team will continue to build up different aspects within the software to provide even further efficiencies.

~~Income Generaton~~

Over the last year, we have continued to strengthen our income streams, drawing on a mix of fundraising campaigns, partnerships, grant funding, and community initiatives. Despite continuing economic uncertainty and increased competition for charitable giving, our donors, funders, and community, have supported us to ensure we secured essential funding to maintain our core services and lay the groundwork for future growth.

We have continued to build relationships with our supporters and community groups across our area. Our ‘Community Champion’ volunteers go out to visit community groups to speak about our charity and the work we do in West Cumbria. This year community groups have taken on various challenges such as dog shows, quiz nights, cake days, and many more events. Over the year they raised £52,472.

We have had incredible support from individuals taking on a range of endurance challenges, who collectively raised £35,617. Individual supporters have taken on sky dives, the ‘David Goggins’ (challenge where you run four miles every four hours in forty-eight hours), and not forgetting Calvin Adams, who took on the K2 Base Camp Trek - which is the ultimate Karakoram glacier trek of the world’s second highest mountain - raising £2,302.

In August 2024, our Vice President, Gary Mckee took on a huge challenge of running 100 miles in 24 hours. He had a team of supporters in St Johns Hall in Cleator Moor cheering him on and organising activities throughout the 24 hours including a 24-hour spin-athon. Gary’s event raised £16,202.

Our ever-popular Mini Colour Runs went ahead with six local primary schools. All the pupils (and staff) had an amazing time getting showered in powder puffs of paint. Together they raised £20,960.

The Great Hospice Cake Off event went ahead over the month of September with over 15 businesses, schools and individuals baking up a storm generating £4,088.

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We teamed up with our long-standing supporters, Lakeland Mountain Guides, to tackle Scafell Pike overnight. We had over 20 people take on the challenge, reaching the summit just in time to see the sunrise. We were lucky to be blessed with wonderful weather and raised £9,737.

Our annual Christmas Jumper Day was a seasonal favourite once again, with over 35 businesses, schools and individuals getting into the Christmas spirit by donning their festive knits in return for a donation. Combined with other donations over this period, our Christmas campaigns raised £9,879.

Our Light up a Life remembrance services were held simultaneously in Workington and Gosforth. These popular events offer a comforting space for individuals and families to come together, reflect and honour loved ones during a time which can feel especially difficult. While the focus was not fundraising, thanks to the kindness of the community, we raised £6,798 at our services and through dedications.

We continue to be grateful to the businesses who have supported us and donated a total of £32,461 this year. To build on this momentum, we welcomed a Partnerships and Fundraising Co-ordinator in August, who is driving forward our new corporate strategy to build relationships and expand our reach across our area.

We held another successful ‘Make a Will’ campaign in February, generously supported by two local solicitors - Brockbanks and Cartmell Shepherd – who, once again, very kindly gave their services free of charge. The event provided an opportunity for people to have a professionally written Will at a discounted rate, with their fee donated to Hospice at Home West Cumbria.

~~Charitable Trusts and Grants~~

This year we have been fortunate again to receive funding from long-standing grant makers who have pledged their continued commitment to the people we care for. Their support has been bolstered by new funders who have generously supported our vital community-based palliative and end of life services. All have recognised the value and importance of what we do across a geographically challenging and disadvantaged region.

We received funding to support our family and bereavement services, giving many people the techniques and coping skills to help manage difficult situations. We’ve also received a grant towards our new retail premises in Workington, making it a vibrant space to welcome shoppers hoping to pick up a bargain, whilst raising valuable income for our charity. In addition, grants received for our core costs help support behindthe-scenes work and the overall delivery of our services. Our home nursing has attracted the most funding, particularly the care we provide for older people, who make up more than 70% of our patient numbers.

We extend our gratitude to all our grant makers who have enabled us to provide first class palliative and end of life care for local people.

We understand that making the decision to leave a gift to Hospice at Home West Cumbria is something which needs careful consideration. Each gift we receive is precious and helps us to be there for people so they don’t have to face difficult times alone. Last year we received an exceptional number of legacies from individuals who were kind enough to invest in our future. Their generosity helped us continue to provide vital care for our community, and we are truly grateful to all of our legators for their confidence and belief in our organisation. Every single legacy we receive makes a positive impact; supporting and developing our services so we can continue caring for patients and their loved ones.

Regular gifts provide us with the stability to plan ahead and the confidence to grow and enhance our services. Our Friends of Hospice scheme invites supporters to donate a minimum of £5 per month, with contributions ranging up to £50 to become a Platinum Friend. Some supporters even choose to give more, showing extraordinary generosity. Every regular donation helps us to care for patients and their families living in West Cumbria, and last year our Friends of Hospice raised an incredible £17,183.

When families choose to request donations for Hospice at Home West Cumbria in lieu of flowers at a loved one’s funeral, it is often a heartfelt gesture of gratitude for the care and support we have provided. We understand that this decision is made during an incredibly difficult time, and we are deeply touched by such thoughtful consideration. Creating a Sunflower Tribute is a meaningful way to honour the memory of a loved one. This dedicated online space allows families and friends to reflect on cherished moments by adding favourite photos, videos, music, and commemorate special dates and anniversaries. In addition, Sunflower Tributes can help raise vital funds for Hospice at Home West Cumbria, supporting our continued care for others in the community. Last year generous support through funeral donations and Sunflower Tributes raised £91,279.

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PRESENCE & REPUTATION

Trading Income

The Trading Company income totalled £144,958 this financial year, which resulted in a net profit of £27,744 being donated back to the charity.

In August we relocated our shop in Workington to a bigger premises on Campbell Savours Way and have continued to see sales rise. From January to March 2025 sales have risen by 41.93% in comparison to sales from January to March last year, which is fantastic. We have invested in a bigger van and are seeing increasing donations coming through the door and with many families continuing to struggle with rising costs, we are able to provide good quality pre-loved items at a low cost.

We have over 55 retail volunteers who are the backbone of our trading operations: van volunteers collecting donated items from the homes of supporters; sorting volunteers emptying hundreds of bags and boxes full of donations; stock volunteers getting items clean, priced, tagged and ready for display; window volunteers creating an attractive display to encourage shoppers; till volunteers serving customers with a smile, and eBay volunteers selling our most valuable and unusual items online. Our sincere thanks go to every single one of the volunteers without whom we wouldn’t be able to open.

Following the continued success of our retail operations, we’re excited to announce the relocation of our Cockermouth shop from Kings Arms Lane to a larger more prominent space at number 6 Station Street. This move will allow us to:

~~Market ons ng and Communicat~~

The successful launch of our new website in October 2024 has been a significant development in our ability to reach people and share information about our services with patients, families and health professionals. It’s a window into the organisation, providing easy access for people to learn more about us, and so we can connect with our supporters. Our website has been visited 18,519 times in the last year and we have gained 508 new followers across our social media platforms including Facebook, Instagram, Tik Tok and LinkedIn.

Our bi-annual newsletter was distributed to supporters and local businesses, via post and through email, and we began to develop more digital engagement with our fundraisers and supporters through Mailchimp - a more cost effective and efficient way to communicate with audiences.

We’ve started to make use of digital advertising through Facebook and Google, allowing us to embrace technology in a proactive way to spread our message to younger and new audiences.

We participated in the first ever national television advert, in collaboration with Hospice UK and 143 other hospices, promoting the importance of gifts in Wills. The advert was featured over a two-week period across a range of satellite and terrestrial channels, as well as regional marketing promoting legacy giving - including posters on the rear of single decker buses! There will be a further opportunity to promote this campaign via a second burst of activity in September 2025, and the overwhelming success of the campaign has secured a commitment from all participants for 2026.

This relocation marks a significant step forward in our mission to connect with more supporters, generate essential funds, and promote our services to those who need them most.

In compliance with section 13 of the Charities (Protection and Social Investment) Act 2016, we report the following:

◦ we do not use any 3rd party fundraising contractors.

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~~Overall Income and Expenditure~~

----- Start of picture text -----
Other
Investments
£33,151 1%
£108,337 5%
Donations & Events
£423,706 18%
Trading
£125,338 5%
In Memory
NHS £91,279 4%
Support At Home
£275,203 12% Gift Aid
TOTAL
£23,547 1%
INCOME
£2,312,619
Charitable Trusts &
Foundations
£164,706 7%
NHS Core Funding Legacies
£450,813 20% £616,540 27%
----- End of picture text -----

----- Start of picture text -----
Trading Company
Governance
£111,531 5%
£14,739 1%
Home Nursing
Cost of Raising Income £596,672 29%
£330,756 16%
TOTAL
EXPENDITURE
£2,064,980
Lymphoedema
£268,215 13%
Support At Home
£438,149 21%
Family &
Bereavement Support
£305,278 15%
----- End of picture text -----

~~Professional Advisors~~

----- Start of picture text -----
Saint & Co, Chartered Accountant &
Statutory Auditor
AUDITORS Sterling House, Wavell Drive
Rosehill, Carlisle
Cumbria, CA1 2SA
National Westminster Bank plc
31 Pow Street
BANKERS Workington
Cumbria
CA14 3WY
RBC Brewin Dolphin
2 Smithfield Street
INVESTMENT MANAGERS
London
EC1A 9BD
Dr Helen Rowe
Consultant in Palliative Medicine
North Cumbria Integrated Care NHS
MEDICAL ADVISOR
Foundation Trust
Workington Community Hospital
Park Lane, Workington, CA14 2RW
Melanie Taylor Associates Ltd
1 The Oaks
HR ADVISOR
Blindcrake, Cockermouth
Cumbria, CA13 0QH
Michael Edwards
Oak Safety Services
HEALTH & SAFETY ADVISOR
75 Oakfields, Burnopfield
Newcastle upon Tyne, NE16 6PQ
Nick Heaney
CWH Accounting Limited
FINANCIAL ADVISOR Mount Pleasant
Heads Nook, Brampton, Carlisle
Cumbria, CA8 9EH
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34

~~Financial Review~~

During this financial year our total incoming resources for the group, were £2,312,619, of which £559,526 was restricted for specific needs. Total resources expended were £2,064,980, of which £529,514 was spent on restricted projects, resulting in a net resources surplus of £247,639. The surplus for the year was predominantly due to the extreme generosity of a number of our supporters who left us legacies within their wills with a combined total for the year of £616,540.

The Balance Sheet shows Total Funds at the Balance Sheet date of £3,608,098, of which £40,282 are restricted.

The assets are held to provide the Objects and Activities stated in the Memorandum of Association of the Charity. The financial position of the Charity as at the Balance Sheet date is considered to be satisfactory.

The Charity is financially dependent upon National Health Funding.

Our Vision and our Mission has continued to be in close focus and driven the need for the Board of trustees to remain resilient, monitoring financial forecasts to ensure that we maintain a professional service. The hospice charity relies on voluntary donations, legacies, fundraising activities and income from our charity shops to fund the care we deliver.

Our reserves would rapidly be depleting if it were not for the many fundraising activities and exceptional support we receive from people in West Cumbria. As we continue to navigate our way through the everchanging external environment, including cost of living, we will persist in our efforts to learn new ways to manage our services and resources, and implement project plans for the long-term benefit of the hospice.

~~es Statement of Trustees’ Responsibilit~~

The Trustees, who are also the directors of Hospice at Home West Cumbria for the purpose of company law, are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure of the charitable company for that year.

In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. In preparing the financial statements the Trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

The Trustees confirm that they have complied with section 17(5) of the 2011 Charities Act in having paid due regard to the Charities Commission guidance on public benefit.

Remuneration for the Senior Management Team is determined by the HR & Governance Committee and the Finance & Income Generation Committee. These committees review the terms and conditions on an annual basis. Due consideration is given to both internal and external matters to ensure that their total remuneration package is in proportion to similar roles within the sector. For example, previous pay increases within HHWC, public sector pay increases and pay award trends within other Hospices.

The charity is a company limited by guarantee. None of the Trustees has any beneficial interest in the company. All of the Trustees are members of the company and guarantee to contribute £1 in the event of winding up.

SMALL COMPANY PROVISIONS

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies’ exemption.

The Trustees’ annual report is approved at the Annual General Meeting on 10th October 2025 and signed on behalf of the board of Trustees by:

AUDITOR

Each of the persons who is a Trustee at the date of approval of this report confirms that:

Mr Brendon Cook (Chair) Trustee

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Company Limited by Guarantee

Hospice at Home West Cumbria

Hospice at Home West Cumbria

Company Limited by Guarantee

Independent Auditor’s Report to the Trustees of Hospice at Home West Cumbria Year ended 31 March 2025

AUDITOR’S OPINION

We have audited the financial statements of Hospice at Home West Cumbria (the parent charity) and its subsidiary (the group) for the year ended 31 March 2025 which comprise the consolidated statement of financial activities, consolidated balance sheet, company balance sheet, consolidated statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

CONCLUSIONS RELATING TO GOING CONCERN

BASIS FOR OPINION

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

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

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

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

Independent Auditor’s Report to the Trustees of Hospice at Home West Cumbria Year ended 31 March 2025

MATTERS ON WHICH WE ARE REQUIRED TO REPORT BY EXCEPTION

OTHER INFORMATION

The other information comprises the information included in the annual report other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and we do not express any form of assurance conclusion thereon.

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion:

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

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Hospice at Home West Cumbria

Company Limited by Guarantee

Independent Auditor’s Report to the Trustees of Hospice at Home West Cumbria Year ended 31 March 2025

AUDITOR’S RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS

We have been appointed as auditor under section 144 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

• we assessed the extent of compliance with the laws and regulations identified above through making enquiries of management and inspecting legal correspondence; and

• identified laws and regulations were communicated within the audit team regularly and the team remained alert to instances of noncompliance throughout the audit.

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

We assessed the susceptibility of the company’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

• making enquiries of management as to where they considered there was susceptibility to fraud, their knowledge of actual, suspected and alleged fraud;

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

• To address the risk of fraud through management bias and override of controls, we:

• assessed whether judgements and assumptions made in determining the accounting estimates set out in the accounting policies were indicative of potential bias; and

Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:

The extent to which the audit was considered capable of detecting irregularities including fraud

In response to the risk of irregularities and noncompliance with laws and regulations, we designed procedures which included, but were not limited to:

• the engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;

• we identified the laws and regulations applicable to the company through discussions with directors and other management;

• we focused on specific laws and regulations which we considered may have a direct material effect on the financial statements or the operations of the company;

Hospice at Home West Cumbria

Company Limited by Guarantee

Independent Auditor’s Report to the Trustees of Hospice at Home West Cumbria Year ended 31 March 2025

AUDITOR’S RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS (CONTINUED)

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of noncompliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

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

USE OF OUR REPORT

This report is made solely to the charity’s Trustees, as a body, in accordance with part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity’s Trustees those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s Trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Dated: 20th October 2025

Saint & Co

Chartered Accountants & Statutory Auditor Sterling House Wavell Drive, Rosehill, Carlisle, Cumbria, CA1 2SA

Saint & Co is eligible for appointment as auditor of the charity by virtue of its eligibility for appointment as auditor of a company under section 1212 of the Companies Act 2006.

40 www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

www.hospiceathomewestcumbria.org.uk 41 Registered Charity No. 1086837

Hospice at Home West Cumbria

Company Limited by Guarantee Consolidated Statement of Financial Activities (including consolidated income and expenditure account) Year ended 31 March 2025

Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
Notes £ £ £ £ £ £
Income and endowments from:
Donations and legacies 3 1,486,267 284,323 1,770,590 1,050,384 260,801 1,311,185
Charitable activities 4 - 275,203 275,203 - 161,461 161,461
Other trading activities 5 125,338 - 125,338 136,774 - 136,774
Investments 6 108,337 - 108,337 97,711 - 97,711
Other income 7 33,151 - 33,151 10,302 - 10,302
Total income 1,753,093 559,526 2,312,619 1,295,171 422,262 1,717,433
Expenditure on:
Raising funds 8 437,507 4,780 442,287 362,855 7,056 369,911
Charitable activities 9 1,097,959 524,734 1,622,693 997,352 477,593 1,474,945
Other 14 - - - - - -
Total expenditure 1,535,466 529,514 2,064,980 1,360,207 484,649 1,844,856
Net gains/(losses) on
investments 15 32,581 - 32,581 77,750 - 77,750
Net income/(expenditure) 250,208 30,012 280,220 12,714 (62,387) (49,673)
Other recognised gains
and losses:
Revaluation of tangible
fixed assets - - - 67,013 - 67,013
Net movement in funds 250,208 30,012 280,220 79,727 (62,387) 17,340
Fund balances at 1 April 2024 Fund balances at 1 April 2024 3,317,608 10,270 3,327,878 3,237,881 72,657 3,310,538
Fund balances at 31 March
2025		 3,567,816 40,282 3,608,098 3,317,608 10,270 3,327,878

The consolidated statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

Hospice at Home West Cumbria

Company Limited by Guarantee Consolidated Balance Sheet Ye ~~ar ended 31 March 2025~~

2025 2024
Notes £ £ £ £
Fixed assets
Intangible assets 17 15,739 6,400
Tangible assets 18 254,115 239,140
Investments 19 ~~1,328,386~~ ~~1,523,653~~
1,598,240 1,769,193
Current assets
Stocks 21 17,196 12,940
Debtors 22 264,733 252,692
Investments 23 1,009,660 766,237
Cash at bank and in hand ~~1,245,934~~ ~~1,028,673~~
2,537,523 2,060,542
Creditors: amounts falling due within one
year 24 ~~(527,665)~~ ~~(501,857)~~
Net current assets ~~2,009,858~~ ~~1,558,685~~
Total assets less current liabilities ~~3,608,098~~ ~~3,327,878~~
Funds of the charity
Restricted funds 27 40,282 10,270
Unrestricted funds ~~3,567,816~~ ~~3,317,608~~
Total charity funds 3,608,098 3,327,878

The group is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2025, although an audit has been carried out under section 144 of the Charities Act 2011.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements under the requirements of the Companies Act 2006, for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Trustees on .........................10th October 2025

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

Mr Brendon Cook (Chair) Dr Lee Williams Trustee Trustee

Company Registration Number: 04191126 ~~Charity Registraton Number: 1086837~~

www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

42

43

Hospice at Home West Cumbria Company Limited by Guarantee

Company Balance Sheet Year ended 31 March 2025

Hospice at Home West Cumbria

Company Limited by Guarantee Consolidated Statement of Cash Flows Year ended 31 March 2025

2025 2024
Notes £ £ £ £
2025 2024
Fixed assets Notes £ £ £ £
Intangible assets 17 15,739 6,400
Tangible assets 18 248,422 235,950 Cash flows from operating activities
Investments 19 1,328,386 1,523,653 Cash generated from operations 34 166,548 105,946
Income taxes paid (483) (173)
Current assets 1,592,547 1,766,003 Net cash inflow from operating activities 166,065 105,773
Stocks 21 10,784 12,623 Investing activities
Debtors 22 276,365 297,293 Purchase of intangible fixed assets (10,619) (6,400)
Investments 23 1,009,660 766,237 Purchase of tangible fixed assets (30,977) (19,512)
Cash at bank and in hand 1,221,715 977,641 Proceeds from disposal of tangible fixed assets 30 -
Purchase of investments (186,386) (1,112,548)
2,518,524 2,053,794 Proceeds from disposal of investments 178,875 23,572
Creditors: amounts falling due within one Investment income received 108,337 97,711
year 24 (505,476) (491,919)
Net cash generated from/(used in) investing
Net current assets 2,013,048 1,561,875 activities 59,260 (1,017,177)
Total assets less current liabilities 3,605,595 3,327,878 Net cash used in financing activities - -
Net increase/(decrease) in cash and cash equivalents 225,325 (911,404)
Funds of the charity
Restricted funds 27 40,282 10,270 Cash and cash equivalents at beginning of year 1,045,560 1,956,964
Unrestricted funds 3,565,313 3,317,608
Cash and cash equivalents at end of year 1,270,885 1,045,560
Total charity funds 3,605,595 3,327,878
Reconciliation with balance sheet
Cash at bank and in hand 1,245,934 1,245,934 1,028,673 1,028,673
The surplus for the financial year for the parent company was £277,717 (2024: £17,340). Cash and cash equivalents within fixed asset investments
Cash and cash equivalents within current asset investments		 23,163
1,788		 14,799
2,088
The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for
the year ended 31 March 2025, although an audit has been carried out under section 144 of the Charities Act 2011.		 The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for
the year ended 31 March 2025, although an audit has been carried out under section 144 of the Charities Act 2011.		 Cash and cash equivalents at end of year 1,270,885 1,045,560

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2025, although an audit has been carried out under section 144 of the Charities Act 2011.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements under the requirements of the Companies Act 2006, for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Trustees on .........................10th October 2025

Mr Brendon Cook (Chair) Dr Lee Williams Trustee Trustee

Company Registration Number: 04191126 Charity Registration Number: 1086837

44 www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

~~www.hospiceathomewestcumbria.org.uk~~ 45 Registered Charity No. 1086837

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

1. ACCOUNTING POLICIES

1.4. INCOME

Charity information

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Hospice at Home West Cumbria is a private company limited by guarantee incorporated in England and Wales. The registered office is 10 Finkle Street, Workington, Cumbria, CA14 2BB, United Kingdom.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

1.1. ACCOUNTING CONVENTION

The financial statements have been prepared in accordance with the charity’s governing document, the Companies Act 2006, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (effective 1 January 2019). The charity is a Public Benefit Entity as defined by FRS 102.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

Income from donated goods is measured at the fair value of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value. Donated facilities and services are recognised in the accounts when received if the value can be reliably measured. No amounts are included for the contribution of general volunteers.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value. The principal accounting policies adopted are set out below.

Income from contracts for the supply of services is recognised with the delivery of the contracted service. This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.

1.2. GOING CONCERN

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.5. EXPENDITURE

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

1.3. CHARITABLE FUNDS

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Hospice at Home West Cumbria

Company Limited by Guarantee Notes to the Financial Statements Year ended 31 March 2025

1.6. INTANGIBLE FIXED ASSETS OTHER THAN GOODWILL

1.10. STOCKS

Stocks are stated at the lower of cost and estimated selling price less costs to complete and sell. Cost comprises direct materials and, where applicable, direct labour costs and those overheads that have been incurred in bringing the stocks to their present location and condition. Items held for distribution at no or nominal consideration are measured the lower of replacement cost and cost.

Intangible assets acquired separately from a business are recognised at cost and are subsequently measured at cost less accumulated amortisation and accumulated impairment losses.

Intangible assets acquired on business combinations are recognised separately from goodwill at the acquisition date where it is probable that the expected future economic benefits that are attributable to the asset will flow to the entity and the fair value of the asset can be measured reliably; the intangible asset arises from contractual or other legal rights; and the intangible asset is separable from the entity.

Net realisable value is the estimated selling price less all estimated costs of completion and costs to be incurred in marketing, selling and distribution.

1.11. CASH AND CASH EQUIVALENTS

Amortisation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

New website 20% straight line Software 20% straight line

1.12. FINANCIAL INSTRUMENTS

1.7. TANGIBLE FIXED ASSETS

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Financial instruments are recognised in the charity’s balance sheet when the charity becomes party to the contractual provisions of the instrument.

Freehold property 1% straight line on property Fixtures and fittings 20% to 25% straight line Medical equipment 20% reducing balance Shop equipment 20% to 33% reducing balance & 20% straight line

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

1.8. FIXED ASSET INVESTMENTS

Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year. Transaction costs are expensed as incurred.

1.9. IMPAIRMENT OF FIXED ASSETS

At each reporting end date, the charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

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46

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

Basic financial liabilities

1.15. DISCLOSURE EXEMPTIONS

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

The parent charitable company satisfies the criteria of being a qualifying entity as defined in FRS 102. As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

(a) No cash flow statement has been presented for the company.

(b) Disclosures in respect of financial instruments have not been presented.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

1.16. CONSOLIDATION

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

The consolidated financial statements incorporate the financial statements of the company and all group undertakings. These are adjusted, where appropriate, to conform to group accounting policies. As a consolidated statement of financial activities is published, a separate statement of financial activities for the parent company is omitted from the group financial statements by virtue of section 408 of the Companies Act 2006.

Derecognition of financial liabilities

2. CRITICAL ACCOUNTING ESTIMATES AND JUDGEMENTS

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

In the application of the charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

1.13. EMPLOYEE BENEFITS

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

1.14. RETIREMENT BENEFITS

Payments to defined contribution retirement benefit schemes are charged as an expense as they fall due.

Hospice at Home West Cumbria

Company Limited by Guarantee Notes to the Financial Statements Year ended 31 March 2025

3 Donations and legacies

Unrestricted Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
£ £ £ £ £ £
Donations and gifts 555,871 147,366 703,237 519,761 157,858 677,619
Legacies receivable 616,540 - 616,540 224,894 - 224,894
Grants receivable 313,856 136,957 450,813 305,729 102,943 408,672
1,486,267 284,323 1,770,590 1,050,384 260,801 1,311,185
Donations and gifts
Donations and Events 416,636 - 416,636 409,974 - 409,974
Charitable Trusts 17,340 147,366 164,706 15,558 157,858 173,416
Gift Aid and Tax Recoverable 23,547 - 23,547 20,364 - 20,364
In Memoriam 91,279 - 91,279 67,305 - 67,305
Collecting Boxes 7,070 - 7,070 6,560 - 6,560
555,871 147,366 703,237 519,761 157,858 677,619
Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
£ £ £ £ £ £
Grants receivable for core activities
NHS Block Contract 289,943 - 289,943 279,060 - 279,060
NHS Non-Cancer Lymphoedema Funding - 136,957 136,957 - 102,943 102,943
PCT Admin Funding 23,913 - 23,913 23,366 - 23,366
Partnership Funding - - - 3,303 - 3,303
313,856 136,957 450,813 305,729 102,943 408,672

48 www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

www.hospiceathomewestcumbria.org.uk 49 Registered Charity No. 1086837

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

4 Income from charitable activities

Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
NHS Support at Home £ £ £ £ £ £
Services provided under
contract - 275,203 275,203 - 161,461 161,461
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Charity shop sales 124,676 136,195
Promotional goods 662 579
125,338 136,774

Hospice at Home West Cumbria

Company Limited by Guarantee Notes to the Financial Statements Year ended 31 March 2025

8 Expenditure on raising funds

Unrestricted Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
£ £ £ £ £ £
Marketing and income generation Marketing and income generation
Advertising 20,580 - 20,580 14,277 - 14,277
Other fundraising costs 32,657 4,740 37,397 41,293 7,056 48,349
Staff costs 265,169 - 265,169 216,058 - 216,058
Marketing and income generation 318,406 4,740 323,146 271,628 7,056 278,684
Investment management 7,610 - 7,610 6,864 - 6,864
Other trading activities
Shop costs 102,711 - 102,711 83,015 - 83,015
Support costs 8,780 40 8,820 1,348 - 1,348
Other trading activities 111,491 40 111,531 84,363 - 84,363
Total costs 437,507 4,780 442,287 362,855 7,056 369,911
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Income from listed investments 31,153 27,310
Interest receivable 77,184 70,401
108,337 97,711
7 Other income Unrestricted Unrestricted
funds funds
2025 2024
£ £
Staff holiday purchase scheme 5,997 10,302
Partnership funding 7,534 -
Grants received by trading company 19,620 -
33,151 10,302

50 www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

www.hospiceathomewestcumbria.org.uk 51 Registered Charity No. 1086837

Hospice at Home West Cumbria Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

9 Charitable activities
Home Nursing Lymphoedema FABS Support at Total
Home
2025 2025 2025 2025 2025
£ £ £ £ £
Direct costs
Staff costs 501,878 183,082 222,048 344,468 1,251,476
Travel expenses 10,273 2,672 1,296 12,587 26,828
Medical consumables Medical consumables
699		 363 224 - 1,286
Medical consultant 2,425 2,425 2,425 2,425 9,700
515,275 188,542 225,993 359,480 1,289,290
Share of support and governance costs (see note 10) Share of support and governance costs (see note 10)
Support 81,397 79,673 79,285 78,669 319,024
Governance 3,594 3,595 3,595 3,595 14,379
600,266 271,810 308,873 441,744 1,622,693
Analysis by fund
Unrestricted funds 557,424 134,463 242,397 163,675 1,097,959
Restricted funds 42,842 137,347 66,476 278,069 524,734
600,266 271,810 308,873 441,744 1,622,693
Home Nursing Home Nursing Lymphoedema Home Nursing Lymphoedema FABS Support at Total
Home
2024 2024 2024 2024 2024
£ £ £ £ £
389,284 120,339 183,050 213,363 906,036
8,903 2,379 1,799 9,212 22,293
- 548 - - 548
9,700 - - - 9,700
407,887 123,266 184,849 222,575 938,577
governance 142,931
134,647
governance costs (see note 10}
oo		 135,364 104,926 517,868
4,625 4,625 4,625 4,625 18,500
555,443 262,538 324,838 332,126 1,474,945
488,893 159,596 240,585 108,278 997,352
66,550 102,942 84,253 223,848 477,593
555,443 262,538 324,838 332,126 1,474,945

Hospice at Home West Cumbria

Company Limited by Guarantee Notes to the Financial Statements Year ended 31 March 2025

10 Support costs
Support costs Governance 2025 Support costs Governance 2024
costs costs
£ £ £ £ £ £
Wages and social security 164,179 - 164,179 376,202 - 376,202
Depreciation 12,701 - 12,701 16,804 - 16,804
Rent and insurance 13,825 - 13,825 10,752 - 10,752
Rates and water 2,413 - 2,413 685 - 685
Light and heat 10,308 - 10,308 8,874 - 8,874
Repairs and maintenance 18,741 - 18,741 14,996 - 14,996
Other staff costs 38,004 - 38,004 24,974 - 24,974
Telephone and internet 5,800 - 5,800 6,186 - 6,186
Sundry expenses 20,329 1,148 21,477 21,778 3,405 25,183
Study and courses 13,289 - 13,289 14,232 - 14,232
Stationery and equipment 10,717 - 10,717 13,427 - 13,427
Computer expenses 17,538 - 17,538 8,958 - 8,958
Audit and accountancy fees - 10,480 10,480 - 12,560 12,560
Legal and professional - 2,751 2,751 - 2,535 2,535
327,844 14,379 342,223 517,868 18,500 536,368
Analysed between
Fundraising 8,820 - 8,820
-		 - - -
Charitable activities 319,024 14,379 333,403 517,868 18,500 536,368
327,844 14,379 342,223 517,868 18,500 536,368
11 Net movement in funds 2025 2024
£ £
Net movement in funds is stated after charging/(crediting)
Fees payable to the company's auditor for the audit of the company's financial Fees payable to the company's auditor for the audit of the company's financial Fees payable to the company's auditor for the audit of the company's financial
statements 6,840 3,755
Fees payable to the company's auditor for other services 980 980
Depreciation of owned tangible fixed assets 11,118 19,609
Loss on disposal of tangible fixed assets Loss on disposal of tangible fixed assets 303 -
Amortisation of intangibles Amortisation of intangibles 1,280 -
Operating lease charges 32,784 17,534

None of the trustees (or any persons connected with them) received any remuneration or benefits. One trustee was reimbursed expenses by the charity totalling £270 (2024: £304 for one trustee).

52 www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

www.hospiceathomewestcumbria.org.uk 53 Registered Charity No. 1086837

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

13 Employees

The average monthly number of employees during the year was:

The average monthly number of employees during the year was:
2025 2024
Number Number
57 56
Employment costs 2025 2024
£ £
Wages and salaries 1,451,290 1,318,298
Social security costs 135,283 109,497
Other pension costs 122,134 94,937
1,708,707
~~——~~		 1,522,732
~~—~~
The number of employees whose annual remuneration was more than £60,000 is as
follows: Restated
2025 2024
Number Number
£60,000 - £69,999 1 1
£70,000 - £79,999 1 1

Remuneration of key management personnel

Key management personnel include all persons that have authority and responsibility for planning, directing and controlling the activities of the group. The remuneration of key management personnel is as follows:

2025 2024
£ £
Aggregate compensation 239,377 236,360

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

15 Net gains/(losses) on investments

Unrestricted Unrestricted
funds funds
2025 2024
Gains/(losses) arising on: £ £
Revaluation of investments 27,928 79,899
Sale of investments 4,653 (2,149)
32,581 77,750

16 Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

17 Intangible fixed assets
Group and company		 New website Software
Newwebsite
£		 Total
Software
£		 Total
Total
£
£ £ £ £
Cost
At 1 April 2024 6,400 -
6,400		 6,400
-		 6,400
6,400
Additions - separately acquired 6,400 4,219
6,400		 10,219
4,219		 10,219
10,219
At 31 March 2025 12,800 4,219
12,800		 17,019
4,219		 17,019
17,019
Amortisation and impairment
At 1 April 2024 - - -
Amortisation charged for the year 1,280 -
1,280		 1,280
-		 1,280
1,280
At 31 March 2025 1,280 -
1,280		 1,280
-		 1,280
1,280
Carrying amount
At 31 March 2025 11,520 4,219 15,739 15,739
~~11,520~~ 4,219 ~~15,739~~
At 31 March 2024 6,400 - 6,400 6,400

14 Other

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Net loss on disposal of tangible fixed assets 303 -

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Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

18 Tangible fixed assets (continued)

18 Tangible fixed assets
Freehold Fixtures and Medical Shop Total
Group property fittings equipment equipment
£ £ £ £ £
Cost or valuation
At 1 April 2024 205,000 86,867 31,985 9,853 333,705
Additions - 21,033 9,944 - 30,977
Disposals - (17,550) (1,000) (8,275) (26,825)
At 31 March 2025 205,000 90,350 40,929 1,578 337,857
Depreciation and impairment
At 1 April 2024 - 63,935 20,807 9,823 94,565
Depreciation charged in the year 2,050 8,312 2,591 10 12,963
Eliminated in respect of disposals - (14,679) (832) (8,275) (23,786)
At 31 March 2025 2,050 57,568 22,566 1,558 83,742
Carrying amount
At 31 March 2025 202,950 32,782 18,363 20 254,115
At 31 March 2024 205,000 22,932 11,178 30 239,140

The freehold property of the group was revalued at 31 March 2024 based on an independent professional valuation carried out on 12 February 2024 by Mere Commercial. The valuation was carried out in line with RICS Valuation Global Standards.

The freehold property of the group was revalued at 31 March 2024 based on an independent professional valuation carried out on 12 February 2024 by Mere Commercial. The valuation was carried out in line with RICS Valuation Global Standards.

At 31 March 2025, had the revalued assets been carried at historic cost less accumulated depreciation and accumulated impairment losses, their carrying amount would have been approximately £278,867 (2024 - £296,950).

19 Fixed asset investments

Listed Other Long term Cash in Total
Group and company investments investments deposits portfolio
£ £ £ £
£
Cost or valuation
At 1 April 2024 1,123,867 134,577 250,410 14,799 1,523,653
Additions 164,976 28,097 - 8,364 201,437
Valuation changes 19,068 8,861 - - 27,929
Other movements - - (250,410) - (250,410)
Disposals (148,030) (26,193) - - (174,223)
At 31 March 2025 1,159,881 145,342 - 23,163 1,328,386
Carrying amount
At 31 March 2025 1,159,881 145,342 - 23,163 1,328,386
At 31 March 2024 1,123,867 134,577 250,410 14,799 1,523,653

Fixed asset investments revalued

At 31 March 2025, had the revalued assets been carried at historic cost less accumulated depreciation and accumulated impairment losses, their carrying amount would have been approximately £281,120 (2024 - £300,395).

Freehold Fixtures and Medical Total
Company property fittings equipment
£ £ £ £
Cost or valuation
At 1 April 2024 205,000 66,509 31,985 303,494
Additions - 13,980 9,943 23,923
Disposals - (2,619) (1,000) (3,619)
At 31 March 2025 205,000 77,870 40,928 323,798
Depreciation and impairment
At 1 April 2024 - 46,737 20,807 67,544
Depreciation charged in the year 2,050 6,478 2,590 11,118
Eliminated in respect of disposals - (2,454) (832) (3,286)
At 31 March 2025 2,050 50,761 22,565 75,376
Carrying amount
At 31 March 2025 202,950 27,109 18,363 248,422
At 31 March 2024 205,000 19,772 11,178 235,950

Valuations are prepared by Brewin Dolphin. Valuations are generally prepared on the basis of the middle market price at the close of business on the valuation date, and as supplied by external information providers. For certain securities, the price may be on a different basis e.g. last trade or bid price.

Long term deposits are deposit accounts that mature in more than 1 year from 31 March 2025.

The historical cost of investments held at 31 March 2025 was £1,171,631 (2024: £1,419,948).

20 Financial instruments

Financial instruments
2025 2024
Group and company £ £
Carrying amount of financial assets
Instruments measured at fair value through profit or loss 1,305,223 1,258,444
Stocks
2025 2024
Group £ £
Marketing consumables and bought in shop stock 17,196 12,940
2025 2024
Company £ £
Marketing consumables 10,784 12,623

21 Stocks

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56

Registered Charity No. 1086837

Hospice at Home West Cumbria Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

22 Debtors Group Company Company
2025 2024 2025 2024
Amounts falling due within one year: £ £ £ £
Trade debtors 42,807 4,467 42,807 4,467
Amounts owed by subsidiary undertakings - - 31,540 54,843
Other debtors 35,616 25,268 15,708 15,026
Prepayments and accrued income 186,310 222,957 186,310 222,957
264,733 252,692 276,365 297,293
23 Current asset investments
2025 2024
Group and company £ £
Investment portfolio - cash account 1,788 2,088
Deposits maturing between 3 months and 1 year 1,007,872 764,149
1,009,660 766,237

24 Creditors: amounts falling due within one year

Group Company Company
2025 2024 2025 2024
Notes £ £ £ £
Other taxation and social security 30,974 28,203 30,974 27,720
Deferred income 25 401,477 383,523 386,672 383,523
Trade creditors 51,546 45,916 47,608 39,176
Other creditors 10,648 11,846 10,648 11,846
Accruals 33,020 32,369 29,574 29,654
527,665 501,857 505,476 491,919

2025 2024 Group £ £ Other deferred income 401,477 383,523 Deferred income is included in the financial statements as follows: 2025 2024 £ £ Deferred income is included within: Current liabilities 401,477 383,523

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

25 Deferred income (Continued)
2025 2024
Movements in the year: £ £
Deferred income at 1 April 2024 383,523 1,345
Released from previous periods (383,523) (1,345)
Resources deferred in the year 401,477 383,523
Deferred income at 31 March 2025 401,477 383,523

Deferred income relates to NHS contract income received in advance for 2025/26, and income received in advance for events taking place in the next financial year.

26 Retirement benefit schemes

Defined contribution schemes

The charity operates a defined contribution pension scheme for all qualifying employees. The assets of the scheme are held separately from those of the charity in an independently administered fund.

The charge to profit or loss in respect of defined contribution schemes was £122,134 (2024 - £94,937) for the group and £120,908 (2024 - £94,476) for the company.

27 Restricted funds

The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be used.

Movement in funds Movement in funds Movement in funds Movement in funds
Balance at Incoming Resources Balance at Incoming Resources Balance at
1 April 2023 resources expended 1 April 2024 resources expended 31 March 2025
Group and company £ £ £ £ £ £ £
Bedrock Grant 72,657 - (62,387) 10,270 - (2,440) 7,830
THG Apprenticeship Funding - 14,220 (14,220) - 4,740 (4,740) -
Trust Income – Home Nursing - 59,386 (59,386) - 42,600 (42,600) -
Trust Income - FABS - 84,252 (84,252) - 66,234 (66,234) -
NHS Lymphoedema - 102,943 (102,943) - 136,957 (136,957) -
NHS Support at Home - 161,461 (161,461) - 275,203 (275,203) -
Hospice UK DHSC (Capital) - - - - 33,792 (1,340) 32,452
72,657 422,262 (484,649) 10,270 559,526 (529,514) 40,282

The Bedrock Grant is funds held to be spent on setting up and running the new Support at Home service. The balance at 31 March 2025 relates to the net book value of laptops bought for Support at Home staff, which are being depreciated over their useful economic life. Similarly the balance on the Hospice UK DHSC (Capital) fund at the year end relates to the net book value of the assets it was used to buy.

The THG Apprenticeship Funding relates to funds received for two data admin apprentices. The Trust Income is funds received from various charitable trusts to be spent on specific activities such as Home Nursing or FABS.

The NHS Lymphoedema fund is the annual NHS income for non-cancer Lymphoedema care. The NHS Support at Home fund is the income received under contract from the NHS for the Support at Home service.

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Registered Charity No. 1086837

Hospice at Home West Cumbria Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

27 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used.

Group At 1 April 2024 At 1 April 2024 Incoming Resources
Gains and losses		 Gains and losses At 31 March
resources expended 2025
£ £ £ £ £
General funds 3,317,608 1,753,093 (1,535,466) 32,581 3,567,816
Previous year: At 1 April 2023 At 1 April 2023 Incoming Resources
Gains and losses		 Gains and losses At 31 March
resources expended 2024
£ £ £ £ £
General funds 3,237,881 1,295,171 (1,360,207) 144,763 3,317,608
28 Analysis of net assets between funds
Unrestricted Restricted Restricted
Total		 Unrestricted Restricted Total
funds funds funds funds
Group 2025
£		 2025
£		 2025
£		 2024
£		 2024
£		 2024
£
Intangible fixed assets 15,739 - 15,739 6,400 - 6,400
Tangible assets 213,833 40,282 254,115 228,870 10,270 239,140
Investments 1,328,386 - 1,328,386 1,523,653 - 1,523,653
Current assets/(liabilities) 2,009,858 - 2,009,858 1,558,685 - 1,558,685
3,567,816 40,282 3,608,098 3,317,608 10,270 3,327,878
Unrestricted Restricted Restricted
Total		 Unrestricted Restricted Total
funds funds funds funds
Company 2025
£		 2025
£		 2025
£		 2024
£		 2024
£		 2024
£
Intangible fixed assets 15,739 - 15,739 6,400 - 6,400
Tangible assets 208,140 40,282 248,422 225,680 10,270 235,950
Investments 1,328,386 - 1,328,386 1,523,653 - 1,523,653
Current assets/(liabilities) 2,013,048 - 2,013,048 1,561,875 - 1,561,875
3,565,313 40,282 3,605,595 3,317,608 10,270 3,327,878

Hospice at Home West Cumbria

Company Limited by Guarantee

Notes to the Financial Statements Year ended 31 March 2025

30 Capital commitments
Amounts contracted for but not provided in the financial statements: 2025 2024
£ £
Acquisition of intangible assets 1,406 -

31 Contingencies

At 31 March 2025 the charity had been notified of their entitlement to a further legacy that has not yet been recognised in income, because its receipt is not yet probable. Based on the information available the charity expects to receive around £25,000 for these legacies.

32 Related party transactions

Transactions with related parties

The charity received donations totalling £2,543 (2024: £1,719) without conditions from trustees or other related parties.

33 Subsidiary Undertakings

The charity has one trading subsidiary undertaking; Hospice at Home West Cumbria Trading Ltd (Company Registration Number 06199137). The company is a single member private company limited by guarantee, with the single member being Hospice at Home West Cumbria. The company is included in the consolidated accounts. The company is registered in England and Wales. The address of the registered office is 10 Finkle Street, Workington, Cumbria, CA14 2BB. The principal activity of the subsidiary is that of charity shops, where a profit is made this is donated to the parent charity.

The results of the subsidiary are as follows:

The results of the subsidiary are as follows:
2025 2024
£ £
Turnover and other operating income 144,958 136,774
Expenditure (142,455) (136,118)
Surplus 2,503 -
Gross Assets at 31stMarch 56,232 64,780
Gross Liabilities at 31stMarch 53,729 64,780
Funds 2,503 -

At the reporting end date the charity had outstanding commitments for future minimum lease payments under noncancellable operating leases, which fall due as follows:

Group Company
2025 2024 2025 2024
£ £ £ £
Within one year 41,707 8,845 5,637 6,345
Between two and five years 56,333 2,822 1,430 2,822
In over five years - 110 - 110
98,040 11,777 7,067 9,277

29 Operating lease commitments

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Registered Charity No. 1086837

Hospice at Home West Cumbria

Company Limited by Guarantee Notes to the Financial Statements Year ended 31 March 2025

34 Cash generated from operations 2025 2024
£ £
Surplus/(deficit) for the year 280,220 (49,673)
Adjustments for:
Investment income recognised in statement of financial activities (108,337) (97,711)
Taxation charged - 656
Loss on disposal of tangible fixed assets 3,009 -
Gain on disposal of investments (4,653) 2,149
Fair value gains and losses on investments (27,928) (79,899)
Depreciation and impairment of tangible fixed assets 12,963 19,609
Amortisation of intangible assets 1,280 -
Movements in working capital:
(Increase) in stocks (4,256) (4,803)
(Increase)/decrease in debtors (11,960) (90,874)
Increase in creditors 8,256 24,314
Increase/(decrease) in deferred income 17,954 382,178
Cash generated from operations 166,548 105,946

~~The Future~~

For nearly 40 years Hospice at Home West Cumbria has delivered specialist palliative and end-of-life care to the people of West Cumbria. Through collaboration with local healthcare colleagues, we are committed to delivering the highest quality care that is agile and responsive to give our patients and those who care for them, choices about the care they receive.

We launched a new 5-year strategy in April 2025. This strategy determines the direction of travel for the next five years with priorities to meet the needs of our communities. We will deliver these priorities and measure success through clearly defined delivery plans, which include targets and timescales.

Our key focus is maintaining the quality of our services and ensuring our sustainability. We will prioritise building strong foundations to enable our organisation to be sustainable and continue to grow to meet the needs of the people we care for. Our long-term focus is to explore potential opportunities around commissioned services, private sector delivery and delivering services in a partnership model, identifying the benefits and risks of each.

Our strategy for 2025-2030 can be found on our website

www.hospiceathomewestcumbria.org.uk

62 www.hospiceathomewestcumbria.org.uk Registered Charity No. 1086837

www.hospiceathomewestcumbria.org.uk 63 Registered Charity No. 1086837

Hospice at Home West Cumbria is a company limited by guarantee

Registered Company No. 4191126 registered in England and Wales Registered Charity No: 1086837 Registered with the Care Quality Commission Certificate No: 1-183623894

@hospice.cumbria @hospice_at_home_wc @Hospiceathomewestcumbria @hospice_at_home_wc @HospiceatHomeWestCumbria or) = \f ©