CITIZENS ADI'ICE ELNIBRIDGE (WESD
(A company limiled by guaranlee)
Report FiD&neiil S¢at¢m¢Trts
Ikor th¢ y¢*r Md¢d 31" M*reh 2024
Re8isier¢d Cl)arity No.1094025
Company No. 4372959
Authorised and Regulated by the Finallcial Condu¢t Authority
FRN617782

Report and FIDancial State￿#*16
For ihe ¢Aded 31 M•r¢h 2024
ConleJts
Le¥81 and Admtnistraliv¢ Infi)rni￿lOll
Report of the Truue¢ Board
Indepeiidenl Exwniners. Report
Ilk12
Stalem¢nl of Finan¢ial Athivilies
13
Bglance She
14-15
slat￿n¢￿t of Casli Floiis
16
No*$ fomiing part of the
Financial Statenw￿5
17-27

Cli1￿￿$ Adviee Elmbridge (West)
Report of tke Trnstee BoArd for the year ende4131" NIAreh 2024
The direciors, who are also ille trus¢ees of ihe chari(). fly the purpose5 of charily18w, are pleased
to presenl their annual report akd Ihe audiled I￿oUnts for lh¢ year ended.1 1° March 2024,
LECALAND ADMINISTRAI'IVE
INFOR￿lATIoN
Citizens Advice ElmbFidg¢
(Wesl)
1094025
Ch*ritv Name:
Ch4rlty Registration N￿Mber.
Comp4ny Reyslration14umber:
FlllaD¢i￿ Co•dutt Authority Nllmber:
Regis¢¢r¢d Offite *Dd Operational Office
4372959
FRN617782
ElmiYid8e Commuttity Hub
The Old sch￿)1 House
72 High Street
'alton on Thwnes
Sutrey KT12 1 BU
Trnslet Board and Att*nd•es { trU￿te.$)
Saralj McLeod*
Terence Gale
Linda Bullen
Joanna Buttivont.
Darrell Hulls"
Kaihryn K¢mi¢k*
Thonias Builer
David Walk¢r-Smith*
N￿*sha Pitchacaren
Anielia Berriiiian
Resigned 01.03.24
AppoiDled c.hair 01.0324
Resign¢d 18.01.24
ResiEned 12.06.23
Resigned 18.03.24
Appoiffled 0.7.05.202).
resigned 16.07.2023
Apwiinied 01.11.23
Appoin¢¢d 01.12 ?3
Appointrd 01.12.?3
Appointed 01.12.23
Appoinied 03.07.24
Honorary member new
Honijrary member iieiy
In addilion, son?e 5eniur niaN8en?ent and 2 iolunte¢r5 attend IILwd Mefflings a% eontributins
observers.
Bcnjamin Hyde-IIPardle
Davina H¢nd¢rson
Rosini Ko￿l￿nI •
Fiona Lucas
Rtclwd Willi4in$
Terry StyaJ)I
C.Ilr K. HeweDs
C,Ilr N Dodds
Seulor M4Dggemenl I'ex
Marwet Boume
Jean Simango
Chi¢f Executi￿¢
Head of Advice Services
Auditor
Fuller Spurling, 58 Guildford Street. Ckrtsey. KTIO 9BE
Prilleipal BAnk¢rs
CAF BJnk. 25 Kings Hill. Wesl f¥q4lling, Keni ME19 4TA

Citizens Advire Elmbrid£¢ (W¢sl)
Report •f the Truste¢ Bo•rd for th¢ ye•r ¢ndtd 31" M4reb 2024
STRiicfiiRE. GOVERNANCE AND MAYAGENIENT CONSTITiITION
e.iti%ens Advi¢¢ EJn)brid8e (West) referTed here3fter ss 'CAEW' is a priTrBle conipan), limited by
guarantee. li was ineorpornlcd #s a compan> limi*d b), guamiiee on 13 Febrnery 2002, compftny
number 4372959, and regisler¢d 45 a Charity with the Chariry C.omniis$ion 3, O¢lober 2002. nuMbeF
1094Q25. The company *as estsbli51Kd under a Nlemornndum of Association which established the
objecis and poi¥ers of the charity and is go￿¢Med linder lis Anicles of A5SOCi&tion. In the event of ihe
cthnpany being wound up. members 4r¢ wuir¢d io contribute #n an)ouni not exceedittg £ l.
l)ireetora
The dtr¢ctL)T4 ivho ar¢ also the Irusi¢¢s of lh¢ chaTit> for ikne purposes ofcharity law, and who Served
during ihe year and up to Ihe date ofthis report are set i)Ut on page I
AppollltDient of tYu$t¢¢& induction and ir*lning
Th¢ Articles of A5$￿1*110n proi'ide tlial the number of direc￿ 5hAII nth be more than fifteen and noi
less than three. Trustees are ekcted for a three y¢4T tcnn and Telire in wlation.
The 1'r￿lee Board consists of..
a. elected irustees: nornially restdeni in the areu of CAEW'S borough of ElmbTsdg¢. ele¢ied 4t an
Annual General ￿￿1￿8.
Co￿pIed irusiees appointed by the truslee boar<l provid¢d ihe iotsl number 0fto￿ted trus￿¢5
d0¢5 not ¢x¢¢¢d on¢ third of ihe InJ5ttt board
We actiirely en¢ournge attendance ai Ihe Truslee Board meetings by key fund¢rs such as Elmbridge
Borough Council: as well as kw. members of ￿aff and i'olunt¢ers.
Tli¢ Trust¢e Board seeks io ensure tlial the conimunity served b). lh¢ ch￿tt), is llppropriatel) refle¢￿d
through ihe div¢T55ty' of ihe Trusiet body. Trusitts ure r¢crui*d ihrou¥li advertisiiis vsp ils w¢bsiie,
Reach, Voluntsry Action Elnibrtdg¢ and other iecruilmcnl or¥anis&tton$. as well 0$ fron) members of
I1)e public who ¢xpr¢ss #n inieresl.
N'eiy tNstees are provided with an IDduction Pack containing the Memorandum and Anicles of
Association tog¢ther with the most recent A￿0￿￿t5 and Annual Report. This is followed up with an
indU￿10Th meeiing with ￿levan1 members of the Managemcnt Teom and ih¢ Chair of the Twstee Bo&rd.
This providvy vpportwiiiy to learn more abo￿ tl)¢ work ofcAEW, f(Ktss on rU￿C￿l Board prioriii
alld to assess individual trnining need5.
Orgaais*iloH
The charily uperates froni premises I￿Sed 1.roni Elmbridge Borough Council. and froni various outreacl
¢entreg in its area of operati1￿￿
A Trustet B0￿d. ¢ompri$ing directors of ihe clmrity has be¢n ¢stablished io moniwr tinancial polici#y,
strai¢gi¢s and pro¢edur¢5 and io take ccnatn decisiohs in accordance with the del¢gated Jx)wers.
The Trustee Board meets, as a minimum, four times a year to dd¢rnitne over￿1 poli¢y •nd ov¢TYiew
th¢ furtherance of the ¢harity'S objects ￿1th addilional meeltngs as required.
Th¢ T￿￿¢# Board M'orks within the guid¢line5 of the Code of Conducl published by Citiz¢ns AdYi¢e.
It incorporates the Nolan principles of 5t81)dards in public life w'hi¢h aims to ensure iIFal all Irustees
ob￿ve the liibliesi s¢andard5 of propriety and a¢ts iii ihc beb'l inier¢sts of Ilie Citix¢ns Advi¢e service
1411 times.

CitfrLtns Advite Ejmbridgt (West)
Report of (ht Tr•s(¢e Bo4rd for the ye*r ended 31" March 2024
A system of delegation is in plac¢ and day io day responsibility for ihe provision of s¢rvi¢¢s r¢sts wilh
Ihe c.hief Executiv¢ 4nd in lier absence wilh ihe Service Managers. The Chief Execuiive is responsible
for ensuring thRt the charity delivers the s¢rvices specified and thai key Performan￿ indicaiors 8r¢ ￿￿1.
The Chi¢f Execwive is entitl¢d to attend Trustee Board Meetings and is responsible for feporting 10 the
Board on tli¢ perfOrnw￿C of the th￿lty and oli slrhtegic opportunili¢s that arise to develop tlie
services of ihe charity. The Servtce Mttnagtts. who rq>ort to the Chief Exe¢uliv¢. have rtsponsibility
for the day kn day service delffivery and individual supervision of their ieam of staff and volunteers.
Th¢ Cliief Executive and Service Managers attend Tmstee Board Mcdings along with 2 volunt¢¢r
advisers: of M4M)m have Voiing rights.
Rel¥t¢d pxr¢l¢s
C.AEM' is a member of ffilizens Advice. the n*ional association for the C,itiz¢ns Advice smiice
Ihrou¥houl the United Kingdom.
M¢mb¢rship of the Nlional as50Giation r¢qutres the ch8rif8ble ¢oiyip8ny io 8dh¢re lo rigoriAts st8Ad&rds
in Tespecl of 801'ernan¢e. organisational practiCC5 and qualiiy of advice. The Ciii2¢ng Advice
Memb¢r5hip Scheme requires ni¢mber organisations io maintsin perfonn8nce stsndards through a
progrninni¢ ¢alled ihe 'Pcrtornwic¢ Qualitv framew'ork". and 'LeadeYship Self Assessmeni.. Menilxrs
undergo 8n annual revieiv of ￿andardS Ind an on-site insp￿tio￿. condilions pemiitling, every tlwee
years by Cilizens Advicc.
Ai a local l¢v¢l the charity is giiided b). local policies and strdlc8iC5 and is an ￿tive menjber Df many
10¢41 forums, Elmbridge Older People's Advisory Boarf DWP Liaison meeiings. Elmbridgc Equalities
& Diversity Forwn, c.rown Prosecution Involv¢meth Panel. 14e81th Intern'ention Sirdieg) Panel artd
Homcl¢ssn¢ss Forum. Rq)resentsiiM on ihese w)UP5 has proved invaluable to the ¢harity in
eslablishing improved links within the Ctxnn)Iinity and idenlify'iiig policy developmenls and ￿ndIng
opponunities. IAle iiieei with our partners witliin the local autlioriiy and other agencies io ¢onlinue io
dev¢lop gix)d work'ing praclices and 5¢r4'i¢es.
As pttrt of the involvement in the r)omeslic Abuse arena ihe charity is a foundingi membcrof the Surrey
Domestic Abuse Pgrtner5hip (SDAP) providin& iviih ihe oiher 3 p8rtiiers. key sllPPOrt and ￿sist￿liCe
in tlie area of doFne5tic abu5¢. Th81 organis8tion lias both tr￿￿et ond chief execul?v¢ stru¢tures of
nieetings to monilor and guid¢ activities.
liisk m*n#gtmeol
The direciors have reviewed Iheir procedtwes in ihe lighi ol'corporale goiiernance Buidance contsiiied
within tlie Siat¢nheni of Reconimended Prnctice "Accountin￿ and Reporting b> Chariiies..
A risk ass¢ssmen¥ rq)ort 1$ conlaind within ihe business plan aThJ anticip&tes potential Ch￿￿¢$ lo the
enviromnenl in which CAEW is wothing and highlights ho￿, Ihe5¢ M'ould impaci on its s¢rvices. In
ddition Tru*¢e Board reviews the currenl risk assessmeni •1 each board m¢¢lin¥.
C..AEW fa¢es a rwi8¢ of operntional risks and the key to successful risk man&gem¢nt 15 ts) idenlify
potential risks. th¢ likelihood ofthcm occurring ond ihen obviat¢ their tmpa¢i. The Risk Asstssmenl is
4 fonnal stsi¢iiient of CAEW'S iisk n}w)74g￿llc￿I strate¥y and how the impad of potential risks Can be
minin?fSCd.

citi￿nS Advice Elmbridge <West)
Report ol ihe Trustee Board for the year ended 31" M4r¢b 2024
Idenlifying ihe risks is an impDrLwt elemeni of risk managemeni and has be¢n gi%rn deuiled and
Careful consideration. ATeks Ivhich h¥ve been cover¢d in this pr(Kess include:
aciiviiies and sen'rces underiaken by the organisati
our objective5
targets and outputs required by funders wid others
the operdlinbr strueiure
ternY41 fa¢¢ors (statulory obli8alions. relationships fund¢rsl
compariso]L4 With ather Local Citiz¢ii$ Adi'ice #nd Comparable organisations
past perforniance and Prei'ious enc1)￿1¢red.
C.AEW's objectives. its IN¢n￿ owisolion and the rthvironmcnt in which il op¢rnle5 ore ¢0O1inually
evolving and as a result. the Tisks it faces are conAanL Organisational &u¢¢ess derives in part, fmm
successfLII risk taking and so the purpose of inlernal control is lo help manage and ¢ontrol risk
appropriately rather than io eliminote il.
The folloiving measures iyill help minimise die risk5 inlierent in any large and diverse voluntary sector
organi5aiion H,hich relie5 on th diier5c rang¢ of fvnding to m¢et 011 ils ¢ommilm¢nts:
l. Th¢ Tn￿le¢ Board ￿08n1s¢s ifs role as the uliiniale 3￿bority with re¥ard to Ihe govemancL uftl)e
orgtthisaiion. The managemeni teani and stsff ￿a￿lse ih&t they opernie H'ith delegai¢d auihorily.
2. Effec(ivc apprnisals ot'the Cliief Executtw¢ and m￿age￿)ent Te4m.
3. Inl¢mal management and supervisory controls which minimi&¢ riyk uffailing lo deltver on
cxistii)g grJni agrcements and ¢ontra¢ts.
4. Staff a￿*r¢￿eSS of sources of and the consequenccs arisinu from any failur¢ to ddivtr
serwices in line w'ith granl agreements and contra¢ts.
5. The effective use of probaiionary period& J1￿1)01der perf￿n)￿nCe re*iewi. stslT supervi5ivn, and
14R policies to prommty identifv and deftl Mrylh issues of conc￿.
6. Regular cAse sheet ¢liecking.. Independent File Rei'iews, and training to ensiire quality.
7. Regular revieiv and ai1olysis of slaitslics lo enswe tsrgets are met.
8, Maintain good relaiionships ￿'ith fimders to identify poieniial fulwe funding PToblem5 and
polenti•l funding opportunilies.
9. Ensure ad¢qu4te financial reserves.
10. Regulur financial moniioring &g8inst aonual bud8a.
I l. Good ¢oinmuni¢&tion beiiyeen volunteer& staff. th¢ man￿Ven￿nI T&im and Ihe Trust¢¢ B0￿d.
12. ltrlaimaining indep¢ftden¢e and polltical neutrality (o avoid conflicts of interesls.
Procedures are in plac¢ to ensure compli•nce ￿'1th Health Safety legislation ¢overing staff,
volunteers, clienls and Olher ViSiii)rs. Lompliance with Citizens Advice NatIOE￿I Membersliip Schei)ie
ensures a ¢on$isl¢nt qU81ity' of delivery for all operaiional aspects of ihe chariiy. The Cliarity ha5
Safeguarding poli¢i¢s and proccdures Covering children and wulnerablc adults. All poli¢ies ￿e revi¢i%'ed
regularly.
The T￿￿¢¢ BoaTd overs¢e the inforn￿(lOll 5e¢wi¢y of all personal infomJaiÉon of our ¢lienls, stalT,
funders and stral¢gi¢ pllnners ihal is proce&sed. li holds joint r¢5pon5ibility for client data t1￿1 1$ held ID
our case m￿?￿￿¢m¢nl sysiejn, witli ihe iialional Ciiizen5 Advic¢ S¢rvi¢e. An infonnaiion assufdnce
monagenieD¢ t¢ani exists to ensure the ¢onfidentiality. Inte￿Ity and availability of 411 personal and
sensitive d81& is m&itttsined to a level which is complianl with the requirwnents the Gen¢rnl D8ta
Proteclion R¢8ulotion and Dats Protection A¢1 2018.
Objtctives actlviti
CAEW is a public b¢n¢fit eniit}I whose objecliiie is to provide services to members of th¢ public as s¢t
oul below, And do¢s hot operale to provide a financial return lo lis Members.
The thjeris" of t1￿ Charity are as set oiit in the Nlemorandum &nd knicles of Associaiion. Its services
are ¢onsisteni with I1￿ rwiii aims ofc.iiizc￿ Advice n8m¢ly= "to provide the adYl¢t people for
th* problems they f*eÈ" OJ)d 4tto improve tht pvll¢1￿ pra¢ttres •h•l gfftel p¢oplt'$ 1Svts"
Its
services are also consisienl M'iih the four stsled Principles of C".ilizens Advtce nwnely: 61Free*
Indtp¢ndeD¢, Imp2rtiAI and C'.onfidential': Its objeclives Jre clearly laid oul IM lis menior￿ldUn7 and
Artioles of Association..

Cilizeu$ Adviee ElmbAdgt {West)
Report of the Tntstte BoArd for the yelr tmd¢d 31°14lirch 2024
CAEW'S obj.ecis are Yo PTDtiiote charilxble purpose for the b¢N¢fit, but not limited t￿ the
eommunity of Walton, We￿brid%¢ & Htrsbam surrounding ar￿S (4lhe •r¢H of benefit.) by
Ihe ads'#fft¢emelll of ed￿e*ll0￿, th¢ prot¢etion And pres¢n•lion of bealth, Athd the relitfof pDI'erty.
sickness and diJlr¢ss'.
Th¢ k¢y power li exercises ith fi￿her￿nce of the Objeeis is "lo estsbligh C.i¢i¥ens Advirc Elmbridg¢
(Mest) ¢evtre lo providt 4 fret, confidential and iDlPartÈ#l strv¥¢e of advice. training.
inlornation 8lld xdviee for the public and for the implerneDIAlion thertof."
Having been in ope￿10n sii)ce 1947 providing frrt, independeni. impartial. and confideniiaj advice to
the citÉzeTrs of We&1 Elmbrid8e and surrounding ar¢4 the directors saiisfted that CAEW fully
ompli¢s wilh ihe guid￿lee on public benefit supplied bv the Charii), Comn1155ion. This is ampl).
demol￿¢91¢d bs, the CAEW Grakl .4greem¢nl whirh il produces evers. Iwo years in conjunction with
it5 prin¢ipl¢ fi￿der Elnibridge Borough c.ouncil. A key requiranenl of ihe Service Level Agreement is
the produrtiiiii of an *?iiual Busiiie5s Plan.
Wl)ilsi its prin)ar)' purpose is to a process by which CAEW'S Trustee Board can monitor progress
iowards achievin8 lh¢ Business Plan. Ihe plan also serves 18 a ofinlern?l tsrg¢t5 4nd oiilpuls. for stolT
and volunteer5. In il)is inclusivaiess ond collective responsibility abo￿ C.AEW's k¢y prÈorili¢s ¢an
be engeiidered leading lo impfo¥¢m¢nts in service delivery.
As part of il)e infvolvein¢nt with SDAP th¢ TepoTts lo the le8d member wlio in turn rctxirts to the
commi5511￿ing pwtÈes as reqUI￿d under ihe contr￿£ #t￿4￿d￿ WEF l April 2020.
AC'HIEI'EfvIENTS AND PERFORMANCE IN 2023-24
Th¢ Charitv d¢livers its services from ih¢ Elmbridge Community Hub ai 72 High Stre￿.
I'alion on Thames and ai wireach cenlres in the areas it selves. The main areas oj'chariiable
aciivitv arc-
a) Ilie provision uf *dvice iLfornialioD strn'ices lothe ¢ommuniiies of Walion,
Illeybridge ai)d H¢r5ham and 5urrouhding areos
b) the proi'isiott of 8 Speciall￿ domesilc abuse ￿1vIce and related children's Se￿]CeS in
Nodli SurT¢y a¢ross tlie boroughs of Elmbrid8¢, Spelihorne and Epsoin and Ewell.
The charitable acli¥'ities ar¢ d¢xrtW in mor¢ detail b¢lpw with their acliievements and
pertorn)ance:
Advlct InformatlOD s¢rvkes
The C.lthrily provides fre¢. confideniial and impani81 advice and Inf￿n￿lI0n seTr'ic¢s witliin Ihe
Cominunities of Walion. Weybridge and Her51iam s￿￿oundIng aT¢as regardle55 of a8¢: gendpr.
¢xualit}', disability. rac¢ or Y¢ltgion. The sertrices are deltver¢d Thi11i5n ihc aims tynd principles of the
National A$$￿18110n of Cilizens Advi¢¢ by bLth Yolunleers and paid slaftio:
Provide Ihe advice ptople nted for the problems fate #nd
Improve the poliries pr4¢tices that aft¢ti p¢oplt's livts
lli¢se seFvices cover a large rnttge of subjects including.. debt & mon¢y advice, employmenL consumer
Inatters, Money Advi¢¢ alld M'elfarc benefits, liousing wid hoi)i¢l¢ssaess, Iwl s)st¢in, immigralion and
naiionality, Telationslisp s¢paratiott n￿lle¥s and ri￿￿s. W¢ otycr spe¢ialisl advice in ivelfafe,
n)onw". housing and ¢mploym¢ni issues.
Services are delivered by dropin. appoinimenls, tej￿hone. enlttil. )nd home visits wh¢TC resourcts
#llow. Butli loGal 4llid ithiional H""ebsiics prol'idv inforjiiaiioii and advi¢¢ and waJ5 of acLessing lh¢
ser%'i¢es.

Ci¢iztD5 Advice Elwbridgo (Wtst)
R*porl of the Trustet Board for the year ended 31. Mareh 2024
Core fijnding for the advi¢e servi¢es ar¢ provided by ElmbTid8e BLYou&h Council. The service is
delivered by a team of trained volunteers and .15pecialist Case workers. Il'e have one menibcr of stair
wlyo pmvides adthinisfrnlii'e support an advice session supetwisor, whD are both nianaged 8nd
5UPPOrted by ihe Ser+'ice mal￿ger. The overall operditonal Service is the resw)nsibility of ihe Chief
Executive. In the year under revieii, substaniial voluniett hours were donaied ihrough our n￿1v￿rk of
volunteers.
Outr¢a¢h s¢rvlt¢s: An ouire#ch dropin session isoffered as part of the Charity's core servi¢eo1 ￿￿TT0￿s
eoiiimunity localions in Elmbridge M'est. This sen'ice is delivered by volunleeis.
The Charity is most grateful io Elmbridge Borough Council for its continued support and grnnt Jided
W*if4re RpfTrnn- D*bt #nd Monry Advi¢¢
The Charily re¢¢iv¢d funding from Elmbridgie Boroughcouncil, W•lion Charity, PA Housing to provid¢
speeialisi debt & b¢nefil advi¢¢ s¢rvices io its clients affecied b). w¢If4￿ reforni. This has enabled us io
provide more services across a Wer reach of cli¢n¢s.
Specialist Older Ptople•s Welf4re Advlxory to residen1¥ of W¢ybridge
We receive fvndittg froin Elmlxidge Borough C.ouneil lo deliver ali Old¢r People's Welfare Advisory
service to ulder ¥¢5idenls of W¢ybridge. This ￿lee is delivered by an eniploycd tncmber of sthff from
leybridge c.ommunity C&itre and b)". honie visits for a tot81 of10 hours peT wetk. Mle ar¢ grat¢ful to
Elmbrid¥e Borough Council for ihis needed servic¢ in an area with An increasing older
population.
Research C'.#nkp%igJs
The C.Iiarily has been active in dei'clopinbi its s0¢ig1 policy ii'ork in line ii'itli Citize1￿ Advice Mandards,
Tl* 14¢L)d of Advic¢ S¢rvices is responsible for tliis Jrea of ii'ork wliiLli includttTr="
.4di-.isers discusSTngv TnatieT5 of so¢ial policy in interTriews M'iih clients, supplying Bureau
Evidence fonns lo Cilizens Advice. c.hanges have been m8de nalionally lo in¢reuse qidity of
besl evidence fornis that are far more ¢o1np￿htnSlvc in quality and detail. therefore the
rv4uiremenls vhanucd lo a minimum of one per Ixwew per mMIh.
Supplying articles to local newspapers
Liaising ￿'11h Ii)cal MPS
RepFesenlation on local fomms b), various member4 of slafT. ¥n¢liKling inemkrship of Nonh
Surrey CA soci81 policy cluster groi1￿ Elmbridge Older P¢ople's Advisory Bi)dy" Ehnknidge
Homelctsn¢ss Fornm: Suffcy DA Communi¢#tions Group; Elmbrid8e Eqiialities & Diversily Trwum.
aiid the Elnthridge partr￿TShip of support agtsicies.
NTrrth Surr¢y D(kmestlt Abuse Strvlc¢ {'NSDAS')
Tht follow'ing two Sen'le￿ were p¥rt of CAEII, Mp fo 31 Manh 2024. Tbe> tontÉllue to b¢
ayallable xt Elnibridg¢ Communlty Hub. delii'er¢d throuEb iht separate charity NSDAS
following the rharil) split 8nd busluw Iransfer OM l April 202fjL
iv)
OutreAch Sen4¢¢
Thi5 spc¢ialisl s¢rvic¢ is avai14ble aCr￿S three boroughs in north Surrey - Elnjbridge. s￿lthOrn¢.
Epsoin wid Ewell. This 5ervi¢¢ is part of the SDAP. The provision of services b¢in¥ conlraaed fwm
ESDAS as ihe leèd purty wilh ¢ath niember of SDAP.
Childnn and YouD& people AtTerttd by Domestie Abuse
Tl* service includes one io one work cliildr¢n siYECted by don)¢stic abuse: health) relationship
sessii)ns in schuols acn)ss North SurTe)' 4u)d close w)rking with SvtTey's Childien's Sctvices And Earl),
Help. The seri'ice is deliver¢d b), t￿0 nienib¢r of staff WIK) is managed bv il)e Youih S¢rtrices Manager.

Cilizens Advice Elmbridge (W'est)
Report o(Ibe Trvstee BoArd for the )*ar ended 31" March 2024
The Trnslee Board ivould like to tsK"e this opportunity to thank all our fvTrder5. 4)ur staff and all our
volunteers for the sernii¢e and commitmeni they si%'e to the (Tharity and the commuiiity the), serve,
Yiihout whose supptrrt w¢ would not be able to provide ihe beneficial services.
Training
All the volunteer5 aiid stsff r¢ceivtCoDiprehe￿2ve IraRI15ngwhen joit)ing t1￿c.A se￿4ccU1)d have regulur
on%oii)g Irainiug dcvelopm¢nl opportuniti¢s to Incr￿Se iheÈr knowledge &nd Areas of expertise.
Staff and volunteers also have pemnal developmenl plans that gre reviewed aniiually illrou￿ tlie
Appraisal proce¥s. Each year we conduct n irainingne¢&s analysis and fron? our findings creale the >¢arly
training p18n. We use a w'orkforce development plan to assess our service n¢¢d$ itt the firture and WI￿1
trainittg provision is requiyed to ensure we have the adequate skills and expertis¢.
Vglu¢s
The C.hariiJ' endeavours lo secure funding for both its CO￿ service and the de¥elopnienl of spe£ialisl
s¢rvices asapproprittie io meet the needs ofihe local ¢oniniunity and upho14ts die principle ofparln¢rsl)ip
working and developmenl.
The Charity employs its statyand recruits volunte¢r5 io deliver lis core and specialist services with full
r¢&>&rd to ¢qu8lities & div¢tsi¢)'. li also htts a Digiiity at Work. Poliq. It endeavours lo tmprove 8ccess
its servi¢es for ill groups and to make ils ser¥'i¢e appropTiaie to Ihe individual.
lilNANCIAL REIIIEIV
In¢omt ¥JDd Net Suyplus (or the year
11ie Cliarity-coniinued ITr grom, in 2024 3nd genernied total tnconic of £1.180.2601£919.136 -2023).
increas¢ of £261.124 (28%}.
The JW surplus for the vear Tras £l16.0?4 {£56.281- 2021). This leaves £457.915 in total reserY¢
cattied forward, lif whith £182.852 (£113.587- 2023) remaihs as Te#rt¢ted reseTYe5.
Prinripal Funding Sources
Core xenlce- Ihe cli1*e￿ Adwce undJMfvr4I￿1ull Service 4'.ore tiinding of £111210 (£111,210
2023) was by of an #nniial graiii under the iernis of a ¢wovv¢ar Smice l.evel Agr¢enieni wilh
Elmbridue Borough c.ouncil. Funliet funding ivas generaled fTom wious oil)er local fuiiders naniely
Eimbridge Borough C.ouncil, Surr¢y Count}, Com￿11. PA Housin& Mlalton Charity. Nntional C.i¢izens
Advice, The Lottery. Posicodt S￿l¢ly. C'￿￿{11￿}1ty Found￿10￿ for Surrey, ￿'CybrIdg¢ Lands C'harily
i¥d the Truss¢ll Tru.s¢ lo deliv¢r additiontsl reiatod scryives.
Nvrth S*rrey Donmli¢.4b*se SenY¢e (NSDASJ- li re¢¢iv¢d £698.481 (£558.03S - 2023) in groni wid
contract income durin8 the year from a number ofsourccs to deliver & domesti¢ abuse outreach service
across North SutTey. Further fundin¥ was received from Llosds BanL Foundalion. Henry Sniidi.
Elmbridge Borough Council. Spelthorne Council, Epsom & Ewell Borough Council, Comniunily
F¢undalion for Surrey aijd die W'81ts)n Charity.
Other Ineome- We would like io thank our lo¢al community who ¢onlinue to 5upp)ri us through
doi)ations and support for hardship fvnds. Th¢se incllide Gri)undworks, The c.harities Tt7￿,
WA15ingh8m c.are Htyne. IVeyLYid8e Waitr05e and Cffjop Comrnunity Fund.
Ch*rlty Yestructure
We Ikli&hted that Ihe swcess of ovr dixnestic abus¢ (DA) ie&n OVLY recent Jiears has ni¢ant thai lh¢
DA effort is now realty to enter next chaplcT a5 a separa1¢ ¢liarity whil¢ retasning its existing NSDAS
brand. As llrll as giling our D.4 t¢ain llie fr¢¢doni to chart tI*iT own firture, il also prol'ides ￿1
opportunity for CAEW to continue io groiv our 5eThTices ivith nthv iniiiative thal achieve increa5¢
accessibility for our communil>'. From l April ?024. C.4EW and NSDAS underm-ent a cl)arity spliL
NSDAS biisii)ess trnnsr¢￿¢d 10 ifs Ovhll ¢liurily'"NSDAS"

CiiSztn$ Advlre Elmbridge (West)
Report of Trmstte Board for the year eknded 31 i¥l*rch 2024
R¢strves poli¢y
The res¢rnes policy is reviewed and adjiisled where necessary on on w)nual basis. Reserve5 aT¢ r¢quired
to providc sullicienl fvn(t% for cash floii, purposes and future uncertainiies. Ow ¢ore furtding is provided
by public sector l)odies thnd ihe long trm) futtwe ofthese funding gtre4ms ai existing levels is un¢¢rt3xn.
N(¥) publie sector fundtng sources are short tenn (1-3 )eaTs), whicli also places pressure on ￿1)di178
conliLiuils'. ond ¢hefffore potential pressure on reser4'es. lThere is also ihe need io make provision for
aiuior),. conird¢tual or other liabilities includin8 an). deficil in the pension fund. In additiotl Certthiii
unrestricted designat¢d reserves con be required for specific proj¢cts and &diviii¢s ihat 5pAn tmo or
more finanrial )reors. These funds gre set aside at the discrdion of th¢ Board and may be rewrned ro
gei)ernl resetve5 when a proje¢1 15 ¢ompl¢*d. There is a150 4 need lu hold iii reservc funds for wliich
the donor has specified a specific purpose. Ihese are cl8s5ified as ￿$triCted funds and inay be repa>'&ble
should lh¢ funds noi be spent.
RestYi¢ted rts¢r4'es- Ai ih¢ bala￿¢ sheet date iotal restrided re5¢rYes Ore £182,852.
Ilni.￿tricI¢d reserves general fund- This cuniprises 4 8enernl reserve of£ry75,063 H,hich provides a
fund a&iainst unfores¢¢n cvenlualities in¢ludin8 the pension fund liability of £585. The Trus￿¢5
consider thai the reserves M.hilst adequate are excessive for the charity and in the future need lo be
in¢r¢as¢d io alloiy for ih¢ ￿PansiOn of a¢iivilies.
Stutoment of dlrtetor4' re*ponslbillli¢J
The Direaors {who are also Intskes of C.4EW for the purposes of charily law) are responsible fpr
prepttri￿ Ihv Dire¢iofs' Rewrt and the rETr8￿1￿1 sts*m¢Dts in accordaiKe wilh Applicablc law
Uniled Kingidom Accounting Siat)dards (Uniled Kingdom Generally A¢¢epting Accounung Prathice),
Coiiipan> 14¥¥ r¢quir¢s the direclor5 lo prepare financial $￿ementS lor each fi￿ncIal y￿r K,hich ¥vj%'e
# tsue and fair view of ih¢ stale of affairs of Ihe chariLible company and ofthe iDcomii)g resources aiid
applicuiioii of r¢sowr￿. includin¥ income ¢Apcndiiur¢. of Ilic Clwrithble c(llnpany for tliai p¢riod.
In preparing, thes¢ financial sialements. lh¢ direaors are required io:
Sel¢¢i suiiable accounling puli¢ies and then applv them consisiently;
Observe the methods and priDciples in Chwiiics SORP.
Make judg¢rn¢nis and eslimales Ihot ate reasonable and pri￿¢￿.
State wl)dl)er applicable UK Acwunling Standards have been followed, subjccl ¢0 an)
matcnal departu￿ disclo%d and C￿1￿1￿¢d in th¢ finthnrial stat¢n)¢nts' and
Pr¢pr¢ the ftnahci41 s￿len)enIS L)n the gotft¥ C￿)Ccrn b&s¥s unl¢ss li is inoppropriydie to
PTesiini¢ that the charitable ¢ompw?y will continu¢ in bussntss.
In so far as ihe directors ar¢ al￿re.
ther¢ is no relevant infomiafion of which the ¢harilable c(ympany's auditor is unaware; and
thc dirertors have taken #1151ePS that th¢y ought lo h#v¢ token to mak¢ ihcmselves 4ware of wiy
r¢l¢i'oiit audit ittfon*atioh) and to establish thal ih¢ audiiors are pware of tlmt iiiforffl81ion.

CitizeDs Advice EIMbridEe (Wttt)
Repori of ihe Trnslee Bogrd foy the year ended 31° NIAr¢b 2024
The direciors are resw)nsible for the maini¢nan¢e atKI ime8Tiry of ￿1¢ corpornte #nd financial
infomiali01i includ¢d on ￿)¢ c.haritabl¢ ronipan)'5 websile. l.eb?i*lalioii in Ihe lJi)iled Kingdon?
gov¢rniDgy the preparniion and di%semii)oiion of the ￿n￿}CIal stakments ii)ay ditTu froin legisl￿10￿ In
otller jUrisdi￿10n$.
Audltor4
ruller Spwling appoinl¢d as the Charity's IndeFlldent Auditors. havinb> been Independeni
Exaininers for the preYiov5 ye&T.
This report has been prepred in accordance wilh SORP (FRS 102) aNI the s￿1￿1 provisions of Part
15 of the Companies Act 2006 relaiing to small compw)i¢s.
Approved by ihe Trusteè Board on
b¢h*lf by:
6 lJ)vth4
20Z4 $i8ned its
MLJ.
Terentè G
Chair

rt of the llldt
ndent Auditors ¢0 the Members
."iliztlls Adiytr Elmbri
Opinion
'e have audited the fsnllEKi81 stst¢mw?ts Cilizens Advice Elmbridg¢ (West) (th¢ 'charilabl¢ ¢onipally') for thc
year ended 31 March 2024 which comprise tlie Statenrni of Financial Activities. Ihe Balance Sheei and notes
io ilie finan¢ial stat¢m¢nls, including a sunimary- of sigrtifi¢am a¢¢ountin¥ FK)li¢ies. The financial rewting
fT4m¢work #wlied in iheir preparalioii in applicable law and ljniled KiJ)gdom A￿QU￿11￿g S¢and4rds (United
Kingdoni Generally Acceoed Accounting Praciice}.
In ow opinioii the filioncial statements=
give a true and fair view of ihe state of (he chariiubl¢ company's affairs as at 31 March 2024 and of its
iiicun)in8 resources and applicaiion of resources. includin¥ its income &t)d expendiiure, for ihe year
then ended;
hav¢ been properl). prepared in accordance with United Ki￿d0M Generully A¢¢epted A￿0￿￿tIng
Pra¢rice: aiid
have been prepared m a¢¢(¥don￿ wilh ihe requirthm￿ ofthe Compani¢s Acl 2006.
Basis for opithion
We ¢onducl¢d our audii in Accordance wilh Inlern*iom41 Siwidards on AudiiiT)g (UK) IISA$ (UKI) and
appli¢4ble lai¥,. Our rexponsibilitie5 under those standards are further described in Il)e Audil(JTS' r¢sponsibilitie$
fLY the audit of ihe firtancial staienien15 seciion of oiw rewrt. Jr¢ indep#id¢ni ofthe charitabl¢ company in
accordance M'ith ihe ethical re4uir¢meJit that ar¢ r¢l¢i'anl to our audit of ihe financial ststements in Ihe l.Ik,
includiii¥ Ilie FRC.'s Eihical Sidndard. and the provisions ai?ilable for small entities, in the ¢irwnis¢ances sel
out in nol¢ 18 10 the financi41 Maiemejits, and we hai'e fulftll¢d our thli¢r ed)icHI re5ponsibililies in accordance
'Ath ihese reqiiirements. We belie¥'e ihai ihe audii ￿Idence li'e h3ve obtained is svifjcicnl and approprial¢ to
provide 8 basis for our opinion.
Co#cluJlons ￿l#tIllg to Eoing fokn¢¢ru
In auditihg the finanLial stslenients. M-e h8ve coiKtsided that the trustees, use of ihe going ¢oiwtrn basis of
a¢¢ouniin8 in the prepanlion of the tina1￿181 ststements 15 apwopriate.
Based on the work ive have perfomjed, M'e I￿ve nol idenlified ai?y niatrrial ui)¢¢rtainties relating 10 ¢vents or
conditions thaE, Iiidividu4lly ol ¢olltcitvel). may casl significant doubt on the chwi18ble C￿Mp8n>,S ability to
conliThue a5 a yoing concern for a period of ai least twclvc uionths from wthen Il)¢ tiiiw)cial Stsiernents are
autlioris¢d for issue.
Our resposisibilities 8nd the responsibilili¢s of lh¢ trnstres with resw io going concern are described in the
relevant section5 of this reixirt.
Other iDforni#tion
The trustees 3re responslble for ihe other inlormation. The other tnfomiation c<>mprlses the information
included in the Annu81 Report. other ihan th¢ financial s¢aian¢nts and OUT Rep(*l of ibe liid¢pendEJii Auditors
Oiir opinion on the fjnancial staien)enis does not cover the other infomation and, except to tl)e exlenl
otherwise expJi¢iTly stai¢d in our report. do fjot express any fomi of ¢on¢lusion the￿0th,
In connection ivsth our audit of ihe financial statements. our r¢5pon5ibility ts lo read the other inforni4liOlI and,
iii doing 50. ¢vn5id¢r ivheilwr ihe otlier infoni)ation Ts Inatuiall>' ittconsisteiit i¥it]i Ilie financial staleni¢Dls or
our knowledge ob￿lO¢d in the audit or otherivise appears lo be mthritslly nJisstyi¢d. If M-e idcnlify such
maierial inGonsisi¢ncie5 or appa￿￿£ maltrial mtsslgleinent& ￿'e are required to dctcniiii)¢ w'heil*r this giiies
rist £0 & tt)2trri01 mi&*t8temcnt in Ilie financial slai¢iJi¢nls Il)¢msel*¢& If. based the work we have
perfornied. Iv¢ conclude th* there is a materiAI iiiissiaiement olthis ot￿r lilfonn￿I0n. we required ¢0
report that fact. We hal'e iiotliing lo report in thi5 regard.
10

e Ind¢
Citizens Ad
deDI Audi
ors to the Mern
ce El bri
Opinions ou other m&tters preserlbed by tlje C.omp*nios Art 21106
In our opinion, bAsed on the work undertaken in ihe course of ilie *udit-.
¢he infonnation giii¢n in the Report ofthe T￿51¢¢5 for ihe flnancial year for which the
financial slatements are prepared is consisteni iyith th¢ financial slatements.; and
tlie Report of tl]e Trustees ha5 been Prepar￿ in accordance with #ppli¢•ble legal requiremen¢s.
rfrl4ll¢Ys om which w* #Yt requfirnd to r*port by ¢xt¢ption
In Ille light of tlie knom'ledge And understsnding of ihe charifable wmpany And its environm¢nl obtaii)ed i1> ¢he
cours¢ of the audit. Iv¢ have nol ideniified material missiaiemenis in the Report of th¢ Tru￿ee5.
We have ftoihing io report in respect of ih¢ follthving I￿￿terS the Comp8ni¢s Act 2006 r4uires us
r¢port to you if, in our opinion:
adequoie accounting records hai'e noi been (V Tdums adequale for our audii liave not
been received from branches nol visiled by us; or
the financi81 statements are not iii agreemeni ￿'1th the accounling records and rnums: or
certain disclosures of trusi¢¢< rcmuneT*ion specified by law are not niade: i)r
w¢ have not teceived all the inforn￿l0n and explanalions w'e r¢quir¢ for our audit. or
the truslees nol entiiled io take ad%'aE)tage of ihe sn>all comp*tties eKemplion from ihe
requireiiient io PTepare a Straiegi¢ Re￿rt or in prep8ring ili¢ Report of the Truste￿.
Othermatters
lil the previous accounting period ihe TTUSle¢5 look advantag¢ of the #udii exemmioii S,477 ofil
r4xiipani￿ Act 1006. Thercfore the prior p¢ri(Kl fin￿KAal statements ivere not subjeet 10 audit.
R￿pottSib￿lll*S of trustees
As explained mw¢ full} in ihe Sthiement of Trus￿$, Responsibilities. the truskes (Ivho are also Ihe directOT5
of th¢ chariiable company tor the purp05¢5 of conipans law,) are responsible for ihe prepardlion of ihe fin(ui¢ial
staienienLs and for beiiig gatisfied thal they give a lrne and fair vioty. And for such intemal ¢ontrol as ilie
Iruslees deterniine 15 n¢cessary to eiiable tl)e Prep￿tIon of finAncial sthi¢menls ih&t are free froiii niaterial
misstslement. whether due to fraud or ermr.
In pr¢parin8 the financial sial¢m¢nLS. th¢ twsLccs T¢sponsible fw *ssessing the Charitsble coiiipany's Ibilily
io ¢oniinut as 4 going concern. dis¢losing, as applicable. matters relaied io going ¢onc¢m and usitig ihe goiiig
concern basis ofaccouftitiiig wiless the iruslees eiiher intend io liquidate the clwiiablc company or lo Cease
operntions, or have no re81isiic thlterEi&ti¥e bui io do SO.
Our rcspoknsib1liti￿ for the aydlt of the fiwanclgl stattments
Our objectives are to obtain reasonable assurance about ￿,hether finwicial staiemenls as a whole are free
ftom material niisststeineni, Ivhether due to traud or error. and io issue a Repon of the Indep¢nd¢nt.4udilor5
IlIRt includes our opinion. Rcasonable assurance is a high level of assurance. but is noi a guarantee that an audit
conducied in occordanLe thrith ISAS (UK) Y+ill alivays detect a maierial missiaiement Wh￿Tr it ¢xists.
Misststernahts c#n aris¢ from fraud TrT error Mnd are ¢onsid¢red maierial if, individually or in th¢ a¥gr¢g81e,
y could Itasonably be cxpec*d to influence the economic decisions of users tak¢n on the b#sis of these
financial stalenienis.
The exlenl to which Ouf proced11￿5 capjble of detccting irr¢gularili¢s, including fr•ud is detailed beloiv..
Irr¢gularilies. in¢ludin¥ frnud. ore I￿%￿nCeS of niTrcompliance wilh laws r¢gulatioiis. We design
procedures in lit)e wtlh our responsibilities, ouilin¢d &lx)ve. to detect n)ateri*l inisslateinents in respe¢l of
irregiilarÉties. inLliiding fr￿d. Th¢ ext¢nl to which our procedures are ￿Pable of del¢rting ittegularili¢s,
tn¢liidiJig frnud is detailed below-
We obfatned an understanding of the lebTal and regulal(¥y fiamework's Ihw OTe applicable to the Charitable
Company and deterniind that the most significant are ihose Ih¥l relate to Ihc C.l)arilies Aci 2011 and Ch&riti¢s
URP as ￿leY dir¢cily iinpact upoi? Ihc M'ay ihe eniiry conducts alTairs and pre5ellts infonnalion in ILS
financial stalements.

nd¢n
Cltixens Advic
Tsof
West
We assessd the risks of material inisstsl¢menl in r¢sp¢a of ffaud by making eiwiiries ofmana8em¢ni and
those charged with governonce. The audii *am discussed and identified pArti¢ulw areas thai ivere susc¢ptible
lo misstatement as part of their fraud discussiott.
Based on the results of our risk assessnient we designed our audit procedure$ to ideniify non-compli8nre with
such laws wul regulations idenitfied aboi'e and made cnquirics of n)￿a￿l￿￿ent athl those char8cd with
¥ovemattce. We COffobor4ted our enquiries ihrough Ihe ￿vieW of appropri&te d￿￿mentatIon. W¢ did noi find
Imy ¢(Mtradictory evidcnte.
B4s¢d on the iesults of our risk assessrnenl we desi8ntd audit prO¢￿￿teS lo identify and address m#ierial
misstateineiits in relati<)n lo frnud in relation to the w)ssibility of frauthilent or comipt payments given ihe size
of Ihe entity gnd the limitalion on the segregation of certain dii£i
We iD¢orp<Jrated an ¢l¢ment of unpredictability in ihc sclccticffl of Ihc nature, iin)ing and extent of our audit
pro¢eduffs.
A further de5ttiPtion of our responsibilities forthe ludit of ihe finlncial staiements is Ioc8*d on the Financial
Reporting Council's website at wryw￿,.fr¢.o￿￿kI1￿dIl(￿c5ponstblI1tse5. This desuiption fotms part of ouy
R¢port of Ihe Ind¢pend¢nl Auditors.
lJse of our rnport
This report 15 made solely to lh¢ chRritsble company's inembers, as a body. in ac¢ord&nce with chapt￿ 3 of
Part 16 of the c.ompanies A¢t 2fX16. Our audil work been undertaken so that we niight slate to the
liaritable companj's Inembers iliose matters ive are required lo stsie io them in gn audilors. r¢port artd for no
otlier purpos¢. To the fibllest extent perniilled by law. we do noi accepl iy Jssume T¢spon5ibility lo anyone 011￿r
tlian Ihe cliaritablc comp&ny and Ihe Charl￿ble ¢omp4ny's mwnbers as a bodj. for our audit work. for Ihis
report. or for the opin%ons ive have fom?ed.
Susan M keane (Seiiior s￿ul0￿￿ Auditor)
for and on behalf of Fuller Spurling
St#tthory Audtiors
Mill 14owe
58 Guildford Str
Cliertsey
Surre}
KT16 9BE
21Ye IQ
12

Clilzens Advffiee Elmbrfdge {Wesl)
fATENIENf OF FINANCIAL ALTIVITIES
(incorpor*ting In¢ome ExpeDdltvr* A¢fount)
For tbe year ended 31 MaNh 2024
Reslritted
Ilnrestriet*d
Fund5
Fuod$
2024
Tot*1
2023
Total
Income from:
Chariiable aaivities
1,020.144
135,110
,155.254
899.886
Donations & other
1373
3.782
6.155
12,610
Investments
6,271
12580
18.851
6,640
Total incom¢
1.028.788
151,472
I,180,260
919,1.16
E%peMdEt￿rè on.
3.11&
12
Charilable aclivili¢s
959,523
104,713
1,064.236
862,855
Total txpebdliyre
959.523
104,713
1.064.236
862,855
Nel (¢xpellditu￿) l income for ihe year
69265
46.759
116.024
TrAn5f¢rs betwe¢n thnds
'¢1 movememi In funds
69.265
46.759
16,0?4
56,281
Re¢oneiligtSoD of funds
Total tund5 broughi torward at
l April 2023
113,587
228,304
341,891
285.610
Total fuills tarried fonv#rd at
31 March 2014
182.852
457.915
341,891
Ihcome of £474,125 attsl exp¢ndiiwe of £427,367 M'iih profits of£416:758 derive from ¢￿11]nu1￿g activities.
In¢onie of £706.135 expenditkire of£6.16.869 i¥nl) profits of £69,266 derive from dis¢ontiniiing oetivities.
711is relal¢s lo CAEW und¢rgoitt8 a cl)4rily splil ott l Awil 2024 and NSDAS ¥rrvi¢e betng irnisfeTred into
its own ne￿, charity NSDAS.
The slatenient ol"Fin4n¢ial Activities incorporates all die yins llnd losses recogniscd in th¢ above
rinancial periods.
The i)otes thi pages 17 to 27 fiTh part ofihese financial ststcments.
13

CitivD$ Advice Elmbridg¢ (Wt5t)
BALANCE SHEET
As a¢ 31. hlarch 2024
Nole
2024
2023
Ixed assets
Tangible asseis
1.689
3,018
C¥rren¢ Amets
Deblors
Cash at bank and in hand
68,609
48.551
840 337
1.053.178
889,395
Cr¢dltors; fAlllttg dttt
wlthSn yegr
596.367
549.271
N¢t ¢UTr¢Jit 4S5ets
456.211
-140.124
Total a$yets Itss eurre#l liabilities
458.500
343,142
P¢nsion ￿h￿ie liability
10
{585)
11.251)
a$*ets
457.915
141.891
C.'harlty thuds
R¢stri¢t¢d funds
182.852
275,648
113,587
229,555
Unr¢stricted funds- generdl
- desIgn￿ed
- pension liability
12
(1.251)
4)7.915
341.891
contID￿
14

Citizens Advice Elmbridge (West)
BALANCE SHEET- continued
A$ at 31" March 2024
These financial statements Iiave been prepared in accordance witli the provisions applicable to charitable
companies subject to the Small Compani&s regimc.
The financial statements were approved by the Board of Trustees and authorised for issue
on
2024 and were signed on its behalf by:
Terence Gale
Chair
15

Citiun5 Adi1¢¢ Lltybridg¢ IW¢st
STATEMENT OF CASHFLOM.'S
As at 31° March 21124
Note
21124
21)23
C"JMh now from operating aetivities
14
144.734
160.046
C'¥sh flow from investing a¢livitits
Purchase of Fixed Assei Addilions
(1.002)
Net eA$h from ihvestittg Attii'ities
(1.00?)
Net IDtre4se / (de¢reoso) ID tasb
*nd tash equivxlent
143.73?
160.046
Cssh and tash equll'aknts *t 51art of period
840.837
680.791
c.ash ¢a$b equlvaleuts #t end Of ptriod
984569
840.S37
Cftsh and ¢&$h ¢quivalellls ¢onsi8ls of:
Lasl) ai bank and in han41
934.569
840.537
16

Citizens Advice Elmbridge {West)
Notes lo the &etounts for the y¢ar tnded 31 Mar¢b 2024
Attountillg pollttés
BA815 of prepgr&tio
Citizens Advicc Elrtibridge (Iveg). [also known C.AEW], is a charit), limited bv guiwanlee in IIK Ilniied
Kingdom. In th¢ evenÉ ofthe charity being wound up. members are tequired to ¢ontribute an amouiil not
exceeding £1. Thc address Df ihe registered Offi￿ ts given in the eharits infomiatioji on page .3 of thes¢
rin8n¢i41 slal¥nicnLS. The nulure ofthe charity's operations and princtpal activities #re in providing advice
aThJ counsellliig to the &¥eneral public.
The ¢harity conaiiuies a public benefii entity as defin¢d by FRS 102. Th¢ financial sth*m¢nts hav¢ b¢en
pr¢pared in accordance widi Accounting and Reporting by ChOri1ies: Siatement of R￿QMn1ended
p￿11¢¢ appli¢oble to chariiies weparing their accounis in accordance with the Financial ReportinB
Siandard applicable in the Uk and Republic of Ireland (FRS 102) issued 01) 16 July 2014. the C.hariti¢s
Act ?01 l and the Cthnpanies Aa 2006.
Thc financial statements ajr prepared on a goi￿• c4)nLYm basis hmmler ihe hist(>rical C(>￿ c(mveittion. The
fiiydncial sthlenienls are pr¢pared iii st¢rlinB which is the fu¥Ktional currency ofthe th4rity.
The si8nifi¢&nl a¢counlin¥ poli¢ie5 applied in the PTcparalion of tliese financial statements are sel oul
below. Th¢se policie5 have b¢en ¢onsist¢ntly applied to all years presenled unless thh¢n4'ise slated.
IDtomlftg
All incomingt resources are included ihe Staiemeni of Fimncial A¢tivities the ¢I￿rity is lryally
entitled 10 the income after any perforniance conditions liave been niel. th¢ amounl ¢an be me&su¥ed
reliably And it is probable ihat the income will be received.
No amount is ii)cluded in the linaiicial S￿￿Men[S for i'olunteer lime in lin¢ Mrytli lh¢ SORP (FRS 102).
"'olulliary b> wJ> ofgrants. donauons and 8ifis ts includ¢d itt full in the Statcnient of
FIn￿ellI A¢tii'iiies when Ir¢ei%'able and when Ihe amounts ar¢ knomryi wilh c¢rtainly and are
mea5urnble.
Incoining resources from grailts.. ￿,here related to perforniance and wific deliv¢rables, are
a¢couN¢d for as ih¢ Charitable company tams the rigltt io considerdtion by its perforniance. wI￿re
income is r¢reived in advance of perfomi•nce rt is treated as deferred income al￿ included wiil)in
Creditors.
IJ
R￿0￿rreS expeDd*d
All eXp¢￿jitul¢ is a¢counied for aC¢n￿lS basis and has been classified und¢rh¢8dings th81 aggregate
all C￿t$ r¢lat¢d to lh¢ cal¢gory. Expei)ditur¢ 15 r¢cogliis￿ where ihere 15 a l¢gal or coiistrnctive obligatio
lo make paj'ments lo ihird parties. il is probable thot the settlement M'ill be required, and the amouni of
Ihe obligaiion can be measured r¢liably.
Charitsble expenditur¢ comprises ihosc costx by ihe cha¥itable company in the delivffy of its
4¢tiviiies and s¢rN"i¢es fot its bencliciaries.
Govemance ¢osts include iho>e Costs associated wilh medin¥ the ¢onslittl(ional al￿ stsiulory
requirenients of the elwitsble ¢oiiip3ti)' and kn¢lud¢ auditor's remunerntion and ¢osts lihked to ilie
sfratCBiC m8na¥enient of the cliaritable company.
All costs alloc8ted belween th¢ expehditure c8*gories of the Ststemeni of Finxnci81 Activilies on
basis des'igned io reflect ih¢ u5¢ vfthe resow¢¢. Costs r¢l81ing to a p￿rI1￿ul￿r a¢tivtty ¢ompJ'&se both
costs Ihal can be allocated dir¢ctl> to su¢h activities and those COMS of ao ii)dir¢¢t nalur¢ n¢¢essMry 10
supwrt Iheni.
17

Ciiizens Adi4¢e Elmbrldge (West)
Notes its Ihe accounts for the year tttded 31 hl•r¢h 2024
ResfvlLYedluNds
Restricted funds tepr¢s¢nt gron15 and donations received ivhich a¥¢ subject to restrictions oil tlxir
expenditure imposed by the donor or ihrou8h the temis of wi appeal. Th¢ #im and use of ¢aoh restri¢ted
fu]id 1$ set (lut ift the nolcs lo the financial slalements_
UnreslrirtedJNnds
lJnr¢slricled fuiids represent fund5 thaE ar¢ ex￿ndable al th¢ discfetion of the Tn￿le¢S iij Ilie t-urther&t
of the objects of the charitsble ¢ompany. Such ￿ndS may be held in orderto fjnance both u'orking capilal
and capital iiiveMin¢nl.
Deligft￿ed F4tt4s
D¢signat¢d funds represent part of unrestricted fund5 ih81 a￿ set ￿t(k fc* a specif1c designaied kxirpose
as dethiled in tlle noles to the financial st*enienls.
TAnyble fixed Assets
Tan8ible fixed assets #re 5t•ted al ¢0St {or deemed cost) or valuation le55 ac￿mU14t¢d d¢pr¢ciation wid
a￿￿￿￿1&{ed impainneftt lo&w. COM inclth costs directly altribulable to making the asset ￿Pable of
opera(ing as tniended.
Depreciaii4)n is provided on all langible fixed asset& al rni¢s¢al¢uI￿Cd io ivrite offillt cost, l¢ss estimaled
r¢sidual value. of each asset a 5Jslen)alic basis over its e?4peded useful life as follows..
O￿l¢e equipmL4)1
Compuier equir*meni
250/• $trdi8lii line
25% straight li
Assets purL'hgsed which 4re under £l.000 are expensed to Ihe Statement of Fin8n¢ial Activiiie&
Dtbtows aDd ¢Yedilors rettiv4ble I ￿¥*b}e wiihin one year
D<bt￿ and credilors w'illi staled inleresl rate and receivable or payable iyithin one )'eaT are re￿)rded
al transsction price. Any losses ar¢sinb from impa¥rnKnt Mre rccognised in &ipenditure.
Reeogmitiott ofiigbilities
Liabilities re¢ognis¢O wlien an oblt8ation arises to Ironsfet ¢cOn￿￿le b￿efitS as a result of past
ÉransaLtions OT ¢vents.
Eniployee btDefits
IAPlien employees have rendered service io the charity, short-temi employee benefits io whi¢li il
emplojees are entitled wT¢ re¢ognised al the uadiscoun*d amount experted to be paid for th#t servic¢.
The charity operAi¢s a defined eontribthion plan for the benefit of its en>ployees. Contrkbulions
expensed as they beLoine pdyible.
VAT
VAT is not recLsver&ble by Ili¢ charilable company. lThe¢oi'¢rdble I,'AT is in¢lud¢d i¥itliin ihe releiianl
Cosis in the Siaienient of Fina￿la1 Activiti¢s.
18

CitrzeDS Adiqte Elmbridgt (M'ost)
Nolt5 to the actounts for th* tnded 31 Ma￿h 1024
1.10 TAX
The charity is an ¢xanpi charity within the meaning of sch¢duk 3 of ik C￿ritIcS Aa 2011 aiid is
cuisidered io pass the iesis sei oul in Patagrapl) I Schedule 6 Fii?ance Aci 2010 afKI Ilierefore it meets the
definition of a Lharilable company for UK cowion purposes.
.1 l Going conetrn
The financi81 stllleinenls liave been wepAred on a going wncem basis ￿ th¢ iruslees b¢lieve tliat no
Indlerial w￿ertaInli¢S exist. The trustces hav¢ co1￿>dered Ihe level of fuiids held Ille expected level
of income and expenditure for 12 Months from athhorising ihese finwKial st#t¢m¢nts, Tli¢ budg¢t¢d
income 8nd expendilure is sufficient with ¢h¢ kvel orreser￿S for tht charity io be ¥ble to ¢Lmtinue
going cone¢m.
Incomt from grants for ¢h*rilabk #ctivltles
2024
21123
R¢stri¢t¢d
Domestic Abuse Service
Youth Ciliz¢ns Advice
Debt & Benefit Ca5ewiJtk S¢rvi¢e
The Loiicpi - COL Grant
loney & Pen5i0Trs Advic¢ S¢rvi¢e
Train¢r l¥oje
ll. Comms Project
Advice Line
Sessions Siipervisor
Healili GP Outreath
C.oninJunity 0￿reaCh
Old People Welfare Advisory, krvice
Delegated Fund Walton Charity
Sun¢y H&rd$hip Crisis Fuixl
Language Line Fund
Delegated Fwid from Weybridge C.harrfy
Walsingham CAre Hardship
698.491
81.944
63,500
66.735
558.035
85,000
65,000
46
49.168
4.691
13,368
2.130
6,461
18,lJOO
8.360
-10,405
8,.460
5.593
2.861
1.670
250
352
50
I,0?0.144
788,676
1.Snr¢stricted
Elmbrtdg¢ Borougli L-. ouncil Corc (iFwiI
ElIMbridge Borough C<)uncil C.OL Granl
111210
23.900
1.155,254
899,886
Exptndltur¢ OD ¢hgr5t8bli a¢tiviti¢s
Dirtt¢
Costs
Supporl
Costs
2024
Totsl
2023
Total
Advi¢¢ ivork
Governa￿¢
8?0.312
237.6?4 1,057,936
6.30Q
6,300
858.155
4.71)0
820.312
43.924 1.064.236
862.8.fjS
£959,523 (2023: £774,049) of the atK)ve costs Mtre allributsblc to rcsiricled ￿nds.
£104.713 (2023: £88.806} of ihe abol-¢ coas were aaribwable w unrewicied funds
19

Citizens Adiqce FAmknidge (West)
Notes to the *tCOUDts for ¢h¢ v¢ar ¢*ded 31 Msrnh 2024
AMal)sls of ¢xp¢Ddltur¢ on eharitabk Ktivlti¢8
2024
2023
Direcl
Costs
Supporl
Costs
Total
Total
Stsff costs
oirice costs
¢osls
Premises costs
Depr￿latIOn
Citizen5 .4dNic¢ costs
A1￿lI￿r'S R¢mvneraiion
11￿¢pendent e￿￿)inatIOn fee
M8nag¢inenl wid ¥d1niiJistr8i￿D
P¢nsion liability mo¥¢menl
689,668
94,512
20.159
130,758
91,499
8?0.426
116,011
44.090
37.509
2,331
11,159
6,300
727,232
67.807
15,145
28,328
2,1.30
7,724
37.509
2.331
11.159
6,.100
2,100
13,101
(712)
4.814
21311
{715)
27.125
(715)
120.312 243.924
.064.236
362.855
Employee numbers ood ¢ost
2024
21123
Averny number of p¢rsoM employvd
Stsff - Advisory
Staff - Administrnlion
Full lime eqUI￿alen1 staff
22
21
23
?2
No etnplo)'ee eamed in excess of £60,000 per annum.
£mploy¢¢%' f4%¢s dui'iDg Ihe year Athouoled to:
2024
2023
Wages and solmries
Social securily CO￿5
Pension L¢Jsts'
720.178
60.281
39.967
820.426
641,901
52,701
727,232
Note- Pcnsion c.osts in¢lud¢ P¢nsion Deficii Contribuiions of £715 I￿123. £1,515) and Lif¢ Assurnnce
Pre#)iums of £1,79812023: £1.510).
5b
Tru$ttes and key rnallagemenl p¢rsollwl r¢ffju#¢r8tion 4nd expenses
No trustee Teceived any reii)un¢ration in respect of services as a irustee during the yea¥ (2023..
£nil).fxPens￿ lotolliiig £268 (?023: £21) were reiinbursed lo 4 (2023,. 1) Injstees during Ihe year.
Ttie iotsl an)ount of employee kn¢lils r¢¢eiv¢d by k¢) M￿lagenIent personnel is £139.477 (20?.1,.
£124.1651. The chwitable company c(msiders lis key mana¥¢nienl p¢rsoDDcI c(Ynprise tlw Clii¢l'
Executive and Serni¢e ManAger5.
Net In¢ome l (exp¢ndltMre) for th¢ period
2024
2D23
Net incomiiig l (outgoing) res(xrces aff after ¢har8in8:
Depreciotioji
Audiior's remunerdlion
Andep¢Ad¢nl exjmiiiation fee
2.331
6.300
1130
20

Cliizens Adth* Elmbrldge (Wesl)
Nolts lo the *ceounts for the ytAr ellded 31 NIAreb 2024
Tangible fixed assets
Office EquipmeDI
I'.ost
Ai l April 20ry3
Additi0115
Disposals
Al.31 Mnrch 2024
22.887
I.IM12
DÈpreci4tion
Ai l April 2023
Charg¢ for period
Eliminat¢d on disposal
At 31 March 2013
19,869
22
Ntl book valut
Ai 31 March 2023
At 31 Mfjrch 2024
1,689
Dtbiors
202A
2023
Debtors
Prepaynien15 and a¢cTu¢d iDci¥ne
51.166
36.885
11,673
68.609
48.558
9. Creditors: #mO￿￿ts falli￿ due withi# ou¢ yMr
2024
2023
Taxation 3nd social secumty costs
Def¢￿ed in¢oni¢ (¥c¢ klvw)
Ac¢ruals and other creditor5
18.?19
533,905
20.699
487,439
596.-167
549,271
Def¢rr¢d Illeome
Ministry of Justice
Surrey Courtly Council
Walion Charity
Th¢ Lottery
Communiiy Found*ion for Surres,
Lloyds Bank Found4tion-Covid
The Henry Smith Charity
Weybridge Charlty
OPC.C and Surrey Police
Elmbridge Bowough Couneil
Naiional Ciiizens Adv4¢e
Iyalsingham Care
Postcode Sitiety
Spelthome C.oun¢il
Epsoni & Eu,dl Coun¢il
Chariiies TNs¢
Groundw(Kk5
186.483
89,827
27.404
29.845
13,690
1.S.1,614
77.571
20,826
5,518
2,135
6.234
1.893
60,717
34,920
25.858
?.200
9.158
39.226
44,838
15,51)0
2,450
25,000
23,433
23,433
i.ooo
?7,417
27.417
533,905
487,439
orihe <kr¢rr￿ i#¢oJii¢ of £533,905 ai 31 Marcli 2024, £366,569h&%' traI￿rgr￿d TV Norili
Surre), Domesti¢ Abuse SeNice Charils al I" Awil 2024.
21

Cilizens AdTri¢t Elmbridgt (W¢si)
Note5 lo lh¢ x¢count$ lor the yt4r ¢nd¢d 31 M*reh 21124
io
Provisions for liwjbilitiej And ehargej
2024
2023
P*tssloD futtd liability
At l April 2023
Moven*nl through Ststement ofFIn￿claI Aciivities
1.251
1.963
666
712
At 31 March 2024
585
1,251
In awrd&n¢e will) financial Repotling Standard 102. Ihe Cot)ipan>' has re¢o8ni5ed a pro￿S1on
for the future deficit contribution payTnentS 11 is Fequired to make under ihe ori15
membership ofTh¢ Pensions Trnst Gft)I￿h Plan penston piall. Movattents in the provision art
recognised in t]￿ Sialemcnt ot Fii?ancial Acliviii¢s. (See note 16 for thrtli¢r d¢tail of t1￿ GrO￿lI) PIAn).
Restrl¢ted Fund$
Rttoorees
B*lRn¢t *t
Kxptnded 31 MAr¢h 2024
l April 21125
ResDur¢ts
DoJll¢stic Abus¢ S¢rvitt
IT C.oinms Project
The Lottery COL Projecl
WAlstnsham Cue
Debi & Benefits Casew'ork Service5
AdNi¢¢ Lin¢
Trfiiner Project
Con)muntty Ou1r¢￿h
Older Peopl¢ Welf4r¢ Advtsoi>
S¢rvi¢¢
oursg Citizens Advice
He&lth GP Outrea¢h
Delegated Fund Walii>n Chant>
Sessions Supervisor
Delegaled Fund Weybridge Charity
C.liehl B)nk￿p1¢Y Cosls Fw
111,952
706.135
4.691
66.7.15
250
64,500
13.168
{636.070)
14.691)
(66.735)
1250)
(64,51X))
(13,368)
181,217
'Ii"
49.168
18.0(Kl
{49,168)
(18,000)
8.360
81,944
6,461
2,.$07
S,OOLI
1.671
{8,.I60)
(81,944)
16,461)
{2:507)
15,000)
(1,671)
664
664
971
113.587
1,028,788
182.g52
lli¢ purpose ot e￿h restTiCted fund and the pnDcipo1 thnd¢rs were as follows:
DO￿￿$11¢Ab￿Se Seri¥ce
Proviston of 5UPPOrt lo clienls ivith domestic abuse issue5 ith 3 Ix)roughs of North Surrw,
Principal Fundingy was provided by:
s￿r￿Y County Council
The Otyice of ilie Police and Crime Commissirmer for Surre>, (OPCC)
Surrey Policc Ministry of Juslice
L14)yds Baiik Foundation
Henry Smilh Foundaiion
C.ommuntty Found81ithi for Surre)
Th¢ Loti¢r)'
Elmbridge Bomu¥h Council
Epsom & Ewell Borough Council
Spelihome Bowugli Coun¥il
22

Citizens Adviee Elmbridge (Wesl)
Notes to tke aetounts for Ike year ended 31 illarch 2024
Debi aiid Bemefits CaseworA Senyce
Provision of suppon to clients ￿,111) benefil issues and in need of nioney advice. This 21so includes
coinplex casework. Fundii)8 iyas pmvided by W8lion Charily. PA Housin& Cott)mur)ily Foundation for
Surrey. Surres, CC Noone Lell Behind gnd post yeorend Surre>, CC Household Support Fund.
Tr41N¢r PtoJe¢i
Provisi￿} for a dedicai¢d Trainu for training volunt¢crs.
FuTtding was pruvided b). Walton Charity. Postwde Society, Elmbridge CC partnershtp grant and CMS
Fund c.ommunity foundation for Syrre)..
Older Peoples HleyareAth¥s0ry Senyee IOPWAS)
Provisioii of advice to the older meimbe￿ ofthe Weybridge community.
Funding is provided by Elmbridge Bor(iugh Council.
Young CiilteRsAdrfee Projed
Provision of development ofvouth service for 1&24 year olds.
Funding 1$ provided by The Lottery and Walion Charty.
GP H¢Mlih Outreaeh
l¥oTr'iyion ofD¢bi & Benefit Advisor in a Iwal GP pla￿le¢ inor¢asing %¢¢5sibili¢y to vulnerable cli¢nls.
l¥ojert is funded by Surrey County Council Mental Health Investment Fund. It coiiimenml Ti January
20?4 and funded for l yews.
Delegoled Fuptdfrom Wahon Chorlty
Assislance for cli¢iits in need wilh their day to day expenditure.
Ldiigmage Lltte Sentk'e
Provision of irans141ion services for our c.lient.
Fw)ding is proi.'ided by Eliiibridge Borough Council and Delegated F¥Jnds os required.
D*lvgMted Fundfrom Wejpbridge LuNdChority
Assistance for ¢li¢n15 living in the lTre}bwidge ar¢a in need Miih their day to day expenditure.
Clienl Eattkrmptcy Fund
Provisiijn thfsuppon its ¢li¢Dts ivith bankT¥p*y issues.
Ad¥'ice
Project lo provide a Surrey iyide telephone channel all Surrry CA services w410 eacli have a paid Advice
Line w'orker. This has funded by National Ciiizens Advic¢ for l year.
The L4Miery- C¢Mnnwnlty OryaHlsorf(•xs cosfofLi￿NX GroK¢
We were awarded £66,735 by The Lottery in N'o%'vmiKr 2024. AII costs ii) relation to the grant were
expensed by end of March 2024. This fvndiftg has 5UPPOrted iransilion C￿15 in relalion to CAEWI
NSDAS charity, 5plil on 0110412024. offi¢e prernises partilithi thlter#iion& risiiig salmry costs Te iiillalion
and upgrades to our IT syst￿71 infrastruclure and iel¢pliony syst¢n).
ITProjecl
We continue to upgrade our ¢LXnPUter systems and telephone syst¢ni'l¢l¢phony" throughout the year.
lliis was thnded by The Lottery C.OL Crfgnt and funding from Surrey e(>unty C￿uncil for 2024125 post
year ejid. We also uttltsed fundtng received from Elmbridge Borough Council COL Grant.
23

CilizeJ5 Advitt Elrnbridge {M'e5t)
Noies to Iht Aecovmts for the ye4r ended 31 l¥laYch 2024
12
Vnr¢stri¢t¢d fuBdx
Balgnce
l Aprll
IntoniiDz
2023 R¢S0￿rt¢S
TraDtsftt
B¢tween
Funds
Bal*Dce
31 M#reh
2024
Resoure¢s
Lxp*nd
Gener41 Fund
Designated FUJ
Pension liability fU￿j
151.472
(104.713)
(666)
275.648
.251
066
585
?28,304
151.472
104.713
275,063
Geiiernl
The Generdl Fund of£275.648 (2023.. £ 229,555> provides a fund aBaiDsl Cixllingcnt
etr¢nlvolili¢5 as refuenctd in the Rewi of the Ttustre B4)aftl ON page 8.
ij
Analysi5 of n¢t ASs¢19 hetw¢¢) fvbds
Restricted
Fullds
Ceneral
FuDd
Tot&1
Fixed 85se
1.690
1.690
N¢t ¢ui'r¢nl &ssers
181.16?
275.648
456.810
Peiision liabili
1585)
(585)
182.852
27i.063
457.915
14 Roeottelllatlon of net income to n¢t ¢#sh Ik)w from openting artivtlles
2024
2023
Nei inwme foT )'e8r
D¢precTlltion of tangible fixed llssets
Moveinenl in mulii-¢mployer benefii liability
(InGr¢as¢) l D¢crease it) debtors
56.281
1130
(712)
(21,725)
1666)
(20.051)
In¢r¢ase l (DecTea5¢) in ¢redil(Irs
47.096
124,072
Net cash flo￿. from operaling xtivili¢s
144.734
160.046
lfj P¢a$iott costs
Tlie cluril), operate5 a defined c(YAlribution Group P¢rson#l Pension Plan. The a$$ds of the plan &r¢ held
separatel> from those of the charithbl¢ eomw>' in aTr inde￿AdentlY administered Group Persi>iilll Pension
Plan. The pension co$1 charge represeffls contribiitions paj'able by the charilable ¢￿￿panV lo the plhh and
#ihounted to £.16.951 (202.i.- £.10..3201. At ihe Jiear•end ihere *ere no unpaid cuilribuiions.
24

Citiztns Advk¢ ElmbridEt (Mest)
Noles to Ihe aetOUDts for the yur ended 31 March 2024
16 Pension Schernt
CurreDI pension ry)niribthions pr¢ made 10 7he Pensions Trust Growh Plan Seri¢$ 4, a d¢fin¢d ¢onvtb￿i0n
pension scheme. PrÉor to ?012, con(ributions paid by the C.harity' to the mul(iaemploytr Pl￿) ￿'eYe to a
defined kn¢fil plan.
The C.ompanv participates in tlie schth)e, a niulti-employLT scheme which provides benefits to s￿1}e 638
tton-*&soeiated pllrtftc1￿1ing emplojers. The sckme is a de.fined benefii Kheme itt ihe UK. li is not Possible
for the C.oinp&ny to obthin suffi¢ien£ infomiaiion io enable it lo account for the s¢lieJn¢ as a thfined bettefit
Sch¢1￿¢. Th¢r¢fore il a￿01)nts for ille ￿h¢￿Ie as a defined Contribution schenie.
The s¢hen)e is subject io IIK futtdijig legislaliLXi OUtlii?ed in ti)e Pensions Acl 2004 M,lii¢li ¢Anie inlo forc¢ on
30 December 2005. This. togeiher with documents issued by the Pensions Regulator Techni¢81 Actuarial
Standards issued by the Financial Rcponin¥ Council. sel oui ihe frwi*work for funding defined benefil
occupational pension schemes in ihc U
The 5ch¢me is ¢lassififd a 'lasi-Inan s¢anding artan8¢m¢nl'. Therefore the C.ompan)' is poi¢ntially liable
for other ￿nICIpatIng emploJ'¢rs' obligaiions if tknse emplojitty are unableio In¢et their share of the scheme
deficit following wiihdrawal from the scheive. P4rticipatsng ¢mploycrs arc legally required to med iheir
sliar¢ ol'lhe scheme d¢fi¢il on an annuity pur¢h%¢ ba%is on ii'ilhdraival from ilie scliejne.
A full aCt￿rIal valuation for Ihe scl)eni¢ wths carried out on 30 seP￿mber 20*0. Tliis valualioii.slioived assets
of £800.3m. liabiliiies of £831.9*n and a deficit of £31.6m. To climinale Ihis ful￿)ng shortfall, the Trusl¢e
has asked the pMrticipalin¥ employers to Pay additional contributions lo ihe s¢heni¢ gs follows:
Deficit ¢oDtributions
From l Apyil 2022 to 31 January 20J? . £3.312.000 per ?nnwn- (pa>'able monthly)
Unl¢ss a ¢on¢ession li&f beei) agr¢¢d wilh Ihe Trusiee th¢ lerni lo 31 Jthnuary 2025 applies.
Note that the schen?e's ptevious v&luation was carried oui widi an effe￿1￿.¢ dale of 30 Septuiiber 2017.
This valualion sliowed assets of £794.9m. liobilities of £926.4m and a defiiil of £131.5ni. To e1iniiii￿t¢
this ￿ndIng shortfall. the I.rU￿e¢ asked ihe participaiings Employers to plly addilional ¢ontribt41ions to the
scheme as foll￿1,$.
From J Apff il 2019 10 31 Jw1114ry 2025: £11.243.IXIO per antMml- (pyable monilily and increasin8 by
3 /0 un Isi Aprll ¢arli y¢aT)
The recovery plan coniribuiionsare allo¢&ed iu tacli partlclpating ¢rnployer in line ￿7th their esiiineied sliare
of the Series l and Series 2 s¢hLine liabilities. the 5dwne is in deficit wid where the Coiiipany lu
a8r¢ed 10 a deficii funding arrangement the c.ompany reCO￿lse5 a liability for ihis obligation. The amount
re¢ognised 15 Ihe Aet preseni value of the &ficil reduction contribuli4)DS payable under ih¢ agrthnejit ihat
r¢laies to the deficit. The preseim value is calculated using ihe discount r•te de¢ailed in diese disclosufe5. The
uni¥indin8 of ilie diseouni rdte is recognised as a finance cost.
Presottt values of provision
Rtf.onciliatioD of opening c105illg provisions
2024
2023
Provisioll #t 8t>ri of perlod
Ilnwlnding of ihe diseDunt f*c¢or (ittterest el￿Se)
Dtll¢lt ¢ontrlbutSons
Reihe¥surements- imp*et tsf athy ehattgt ID *&sumptioBS
Remea%uremeMts- *mendmeats lo the contrib￿tiO￿ s¢btdule
?51
49
1715)
36
(715)
(33)
Provision at end of period
585
1.251
25

Clliiens Adi4ct Elmbrldge (West)
Notes lo tht aecountj foy Ibe >*4r tnded 31 ￿l￿r¢b 2024
Ih¢om¢ #nd expenditure impact
2024
2023
Int¢rest ¢xpens¢
Reine&sureniei)ts- inip&ct of any change in assuniptions
Renieasurenients- aiiicnth)ents to the contril￿tIOn schedule
c.ontributio￿$ p&id in respe¢1 of firture service
Costs reL'ognised in inwme and expenditure accoutTrl
49
36
(33)
Assumptlons
2024
2023
Rate of discounl
5..1 IW•
Cvrrnttt Li4bility on wltbdrawal for tht Sth¢me
The P¢n5ions Trust has confirnjed Ihe estiJi)ated liability tor CAEIV on withdra¥val. or in the event this
liabilii> were to ¢ry5¢alise is esfii))*ted to be £IS.056 (as at 30 Sept¢mb¢r 20Lry} compared to £29:3791&s at
30 September 2021).
A5 indicated abov¢, th¢ debi on iviihdrawsl M)uld onl), ¢ryslallise if CAEW were lo M'iihdraiv the
Growh Plan or fail io have at least ozie aciii'c member in ihe pension scheme.
As #l tlie b4lanee sheei dale Ihere ii'ere 4 active menibers of ihe Plan emplo}'ed b), C.AEW ivithiii Groi
Plaii (Series 4). li follows therefore tIJAE iliere is no inim¢diate or fortlicoining risk of a debi on M'itlldrawttl
froiii Ili¢ $ch¢me arising.
17 C4Pltxl Commilmtnts"
There are £nil capital conuniiments at ihe >ear end. (2023: £nil}.
18 Operating IAase Commitwenis
Total tuture minimum annual l¢&se pa>meni for L)ur re￿tal p￿mise 1$ £35.000. This IS 5ubjecl to an Incr￿st
by C.Pl On an annual basis. Our neiv 5 year lease renial was e￿ered iiilo on I" April 2023. The lease bo
temitttaied in the c￿￿{ funding by Elmbrid¥e Borou¥h Coun¢iE un(kT the t4vfry¢4r Service Level
A8T¢eJna)I reduces.
19 R¢l*ted Party Dhcknsures
There were no relaied party iransadions in thc year ended 31 X March 2024 (2023: £nil}.
26

citi￿n5 AdYi¢e Elmbridzt (W¢3t)
fo the a￿1￿1￿19 for the year eNd*d 31 Lll*r¢h 2024
20 Post Balanet SbeÈt Event
Part of the op¢raiions ofC.AEW were tran5ferrd to a ITh Cl￿ntY "North Surrey Domestic Abuse SeThic<"
on I" April 20?4. The bal#nce sheel of the Iwo charities 80ing forth ￿ 151 April 2024 is shthvn below.
Totsl
2024
CAEW
SDAS
Fixed assetx
T￿SIble assets
C¥rr¢n* Assets
Dthors
1.689
1,689
68,609
68.609
Casli at bank" and in Iwid
L9 QILOOO 306.569
1.053.178
686.609
366,569
Credilors: #mo￿￿1$ falllng due
wlthlll otte >eAr
{596..367)
{229.7981 {.166.569)
Nel ¢Drrtmt a%*ets
456,811
456.811
Tolol Assets kss tum#t liabili11ès
45&500
458.51)0
Pension srhtm¢ Ilability
(585)
1585)
Net Assets
45
457915
27