R•9iSt•r•d num&w
04617954
Charity No:1110649
South West Lancathre IndeFthdent CrynmuntyAth4Ke Netrmyk
Report Of Th& Trust8•s Unaudil8d Slatements For Tho Yw Endad 31 D8c8mb8r 2023
111
AJN2PM*
A17
f24
COMPWES HOUSE

South West Lanushlrg Independent Communlty Ad¥l¢e Nolwork
Report and a¢¢ounts
Contsnts
Pag•
Company infmtion
T￿teeS annual rerrfNi
2-13
Ind¢pgndont 0xam1r￿ f8F¥Xt
Income and expen(liture d￿rity a￿1X￿ts
ealance sheet chanty accounts
Notas to ￿ a￿￿￿nIS
14
15
16
17

South West Lancashirn Ind•pend•nt Communlty Advice Netwo
Company Infornlatl
Mr P*Jl ￿k(￿ne1
Mi Dwd Vthrs
Mr Chats Penry Evans
Independent Ex*min•r
He*n J. Guest AmyJntir*J
nsdal$
StyJlhp)rt
klerseys￿e
PR8 3BB
R*t•r•d offi
Norlhway
Skelrnersda
Lanca5hire
WN8 6LU
R•gist•r•d numl)•r
Cornwinles Ho￿0
1110649
04617964

South Welt Lan¢ashlrn Indepèndent Communlty Ad¥lce Networft
Reglstered number:
1110649
Company 04617964
Report olthe trust•es forth• year •nded 31 DK•mb•r 2023
The Iru$ttss p￿sent th&r rer#)rt aThJ act<¥Jnts ￿ the Jear ￿ded 31 December 2023. The
trustees have adopted Ihe l¥0￿s￿$ of accountiiu arKJ repKJrfing charths .' Ststement of
Recommended Practive appI￿able lo d¥ritie5 weparing their a¢wunts in 4¢cordanGg th¢
Financial Repxbng Stsndard apF4cabl8 in lh8 UK artd lrnland IFRS102 effective 1 JaTrJary 2019).
The principb activity of Ihe charity in Ihe year under re¥N￿ was thai of provkling advicti and
asstst8n¢È on ¢mr&)￿ment law, safety aThJ welfare Iwts as well as IT fa￿￿treS
and tratning.

South W•st Lanu$hlr• Independent CommunityAd¥i¢• Nthmrk
R•gist•r•d nurnb¢r.
R•port of th• trust••s for th• yow •nd•d 31 t)•c•mb•r 2023
1110649
A¢hl•v•ments and Porfornian
To $8y last fw ho¥• been thall¥ntyng b& an uT￿ment.
Our aim to wovide qualty lrKJeFend￿I athice teen hvvjwed and helped
by covid. lorkn, vcAuntary WKI dwnty dosure5 and rrwe T￿nIty thè e05t 01
li¥ing uiyis. Eath on• bmught bts unique chaI￿ngeS to the cthzens of West
Lancashiie. Each b"m6 we found new ways of ¥KJrking rew ¥fdyS of $￿F￿NIg Ilk
people who at the receivirg eThJ of ev￿￿ng ￿ were faciThJ.
Being successful in secyjring o)Db"nuatKffi funding means ¥¥e a￿ able to conlinue
Ihe g￿t VmTk we slarted ftxjr years ago. si￿n9 W and SUFPYt to the px>r951 in
our community ensurés that thère 15 a pathway c#Jl of Foverty and a way of b&"ng
released Irom the povety trap. Each ol the last fwr years SWLICAN has lA￿rked
hard wlh wr dients and parfn8fS to make suTr 0$ many paople as pjssibla g•t
accoss to qualty a(Jvts and SUPPL¥t This yoar saw us fiJrtherde¥ebp outreach
in Ihe norlhem parishes 8 Very largg Nral area that rdatNdy, has all the issuès
somewhert Ilke Skelmetsdale do¢s tArt access k) the tyFe of Sup[￿ we
offer.
To improve tyjr monit￿n9 and 8¥aluation withased Ad¥Tce UICS Advrn PTO6.
this gives us the ability io record ev￿ rrrtye infcThabon aLwt dients, Iheir i5sue5.
r•mÈditr5 and Outco￿ etc. Forts first limè vrt aT• rthw abl• to g•t up to date data
on their age. gender. address. Ftht c¢>Je. ward as as a host of other data that
we use to improve ovr 3ervwJ and help infomi tyjr partnets on 8 range of
subjects. We will also be ab￿ to wovide dear and concise inf0m￿tiOn to potenbal
fvnders about ¢)ur knK)rk. ddivery a￿1 I￿1¢￿)Me$. Atso, Advice Pro u5 keep
conrtection with the di*rt t￿. we can follNf UP ￿ PIP. DLA, and many other
decisions we apply for on their tehaif. giving us exact inforn8￿ on any financial
$uppJrt Ilw rgewvg.
We 5tsrt8d 2024 the Same way we ended 2023 very. vory. bjsy, working harf to
meet lh8 many challerrtjes ￿ conl.nue to face as being the main rights
provtder in West Lanca3hire. h85 seen us re￿￿1￿j FQSttivety to feedback by
sefyice users and ￿1 parthets to develop ¢yJtreach provision the
Borough. To this end ￿ now have outreach in Ormskirk. Bw3cwgh aThJ Tadet(Mi
and it ￿11 bè Ouf aim. luThJing wdiNJ. to in Pa￿#￿.
Some ol ¢h858 are in what most local people wjuld cal tt* ffl0rè.affl￿If ar8as of
Ihe Borwgh. The impxt of the cost of h)w"ng crisis has genuinely impacled people
greatly and everyone is Ir*)kirvJ at a5 many ways 8$ they Can to improve the
financial ￿lIti￿ng, and this s happèning across all ag& grtyjps. This has beèn
evtiJence¢J on a numter of (tcas￿$ over the year for example we helped
pensioner ￿uFle aCh￿￿e PenS￿n credit a￿1 Ihen ¢arer5 all¢Yan￿ the husband
who had numerous heallh issu8s. M I￿Th stems that Ilw shared their gctsj news
wilh neMJhbours and we had 5 d*nts from ihe same SUFWrt￿ living scheme.
Th0￿h not ¥ll wore os su¢£g8th as the coutye.

South W•st Lanc•8hlre IndepeTrd•nt CommuthAd¥k• Il•two
Reglstered nwnber.
Report oflhe trust8•s forth• y•ar wmlpd 31 Decwthr 2023
1110649
hl•v•ffl•nts and Perfonnan
In March we were ab* to seeure some fundirvJ from Ihe eouncil to out
discrets"onary payments to our dients and to th)se referr&J by one ofour
parlners. Thi5 has proved to ￿ a real￿ usefvl tryM for th? athtisers as tsy
ar• abl* lo rnak• on th• spot decisions about b•n•fit from som
extra, nofvrepayable funding, this can be useLI for enetgy bills. food, clLthir¥J
etc. We had run a 5inular thme c¥)rnirg crtrt of Lockdown w behalf of
DEFRA so adwsers w8re realty ￿eaSed w¢wère to get extra furKlin
fc¥ our r¥¢m scheme.
This 'cash firsy apw03th has luthr devekped by the Trus5d Twst
o have rnn a small project L•ed$ p*Op￿ ar• off•red an am￿rtt (rf
¢a5h as an aftsrnative fo gelling fc¢)d parcels aThJ it appears to have been
quite successful. The Trussd Trust made a call for furlher eviderKe from
other organisab.ons Ihat using a simdar Of sam& apFvoath. In mKI-
2023 Jan, our devehjper undertoc& a research propct into our dients
who had received cash furM1ing and Iht impad it had ￿ Ihem and Ih8ir IN•s.
Followng on frryn thi8. we wll be rreekng up wlh the Trussd Trust North
West manager in 2024 to fe•d into a *ryd$r sludy kn be dèliv•￿ tt) a
Partiamentary Cornmittee to cons*Jer.
HalfvRy through the year client wmbers we any syn of il
easing. We spoke to local counolknts atojt the dient numbets makirKJ
Ihem aware that Ihg IcKal CAB hadn't opened rfs r￿rnal hours wce
I(￿kd¢)￿n thoosirrfJ to dirèct online for help. TINS means ar8 th8
only face to lace provK1er in West LancashI￿. Unf(*bJnately. Ihe C￿￿11. like
So many org8ni8ation5. have way of suppJrbr*J u5. We dKI manage to
secure a hxal coundlkjr as as an Ormskirk councilknr on to
managernent board at Ihe Stsrt of the year and supFrfxt has l)een re￿ty
d anil has given stsff a bit of a lrft tots.
Referrals from NHS based dinics has svJniftsnty I￿￿e￿. mental hèamh
refgrrals in p8rbcL￿aT have athys c￿me from the rnain ￿6pItal$. N¢x. we
are also receiving mcts from Ihè Wèst Lane'$ long covid dinic. wilh many
having to leave their icth all tc4Jether ￿ give up bwng $ew-em￿oye￿. This
has causèd many ol thèse d￿nts to have rnuthp￿ issues, such a5 anyiety
and stress of leavirwJ theif work. finanoal and personal ￿. SupFts1ing
these clients offers chaleryes to the client and the adviser and having an
inhouse registered debt a(knser fflean5 dients aren't running arouTrJ k)oknTrJ
for drffe￿nl agencAes: pYovKle alrr¥)sl ev8Wing thelu f*ed to get
1hrou￿1 ltr*s* and thalkngr*J tirnes.
We ha￿ dav8lLwd a rèalty geoj reL41bythip vrilh UK both and
in the Le￿and and South prest￿ areas. Their ieferrab a￿ ty￿lY pallents
boing sent home Irorn ho¥xtal who may have been in *peks ￿ even ￿￿thS
as iTrpatients. and on retum to thwr 1￿M&s, thoir ha5 iaken a bJm for
the *￿rse and they may naed altendance albwance. carws alknW8￿e or
other supporL We will do a hyne vvsit in Sp￿la1 circumstsnces. a service
that is l￿lY provK1ed ty SWLICAN aThJ has woved invaluabk iD
senously ill. elderly and the housebound. We do we can to r￿*t th•
needs ol clients. This te s¢ressftJ fcff ever￿ne irw01￿￿ so we also
m8k? sure all slaff and volunleers gèt access lo frae personal larwyThKJusl
supwjrt frcm a kncal m8nial health supptyt grw.

South W•sl LancashlTr Independent Community Ad¥lce Network
Régister￿ ntsmb•r:
Report of the trustets for the year ended 31 December 2023
1110649
Achl•v•m•nts and P•rfom*nc•
Internally this JEar we faced many challenges *so. staff.
volunteers and ￿MMitt￿ member5 dealing the k￿$ ol life partner5 OT
close r8latives or them being very pcthy etc.. but like a gcoj famity we all
pull together lo ensure friends are SUWDrted and the best ser¥ice continues.
During the second half of the yEar I￿1rk cc￿lI¥￿ed at the same pace
debt dienl numbers were also increasing. We fell thTS was a gctrfj b.me to
Ic*)k at rdling out ¢wr 'Money go Round. managing personal finances on
budget courses as well as the 'Know Your Rghts. an overvtew of all the
types of benefits av8i18ble and 9ui¢Jance a￿￿¢ fillir¥J (xrt a benefft appI￿ation
form. These COUTSe5 have proven to be very suc£essful wth ex(*llent feed
back by the pupils. The local Council Financlal IndusN)n Lead also attended
the Money go Round training and wa5 impressed with the knowknyge of tyjr
adviser.
Working from the Ecum*nvl C8ntre has s8en us forge links wilh all the
main Ofganisalions in Ihe building and beh¥een us people can usually get all
the SUPPfXt they need In one k4ace. By vffjrking tcyther have all
enhanced Ihe semces we provide, somelhing that is being a¢kr￿¥￿ed9ed by
the Bc￿ugh Council and the NHS. At SWLICAN we have benefitted fr(¥m the
dose %￿rk with the kjcal church grcmjps who cdle¢lively help Supkkn the
Centre so much so we are regularty mentioned in waJ*rs xross
skelme￿da1e which was nice to hear.
Below you VAII see feedback and the odd case study *thich can Probably
b8tt8rjusb.ce to we work and the impart have.
Know Your Rights- Spring 2023 - Lottery funded from und•rsp•nd
.1 wll definitely rec(Jnmend course. qui¢e fxynpknx rules w8r¢ made ¥gry
8ccessible and the telephone numbers were helpful, so people know *there
to go to SP6ak lo someone. parti¢ulaily WI￿ people may not go online!
"It was good'"1 am more infovmed-
Know Your Rlghts and Money Manag¢ment- Autumn 2D23
twher over 60 pgoF4e attende(I thè ¢rxlr￿ on Zoom and in p8r%Jn. and
be¢ame more infomed on wellare rights, and able to manage their finarKes
better for themselves arKI their families
Wery informal. everyC￿e participates. I'bw ganed lots of new informalKm'
"Good mix of examples of people's circumstances with accessing Ihe
benefits syslem.
"The amount of knO￿edge ol Lynne is superb.

South West Lanca*hire Ind•p•ndenl Commu1* Advi¢0 N¢lwork
Reglstww 1110649
Report of the trustws for the year ended 31 December 2023
AchIe￿M•ntS and P•rfornMnce
MQWEY-GO-ROUND
Jolft•4r FRIE shortc￿￿¥
RIGHTS.!
JolA•¥r FREESI￿rt C••rs•inlVdlartRig1
Tuesdty* 1121Wto3.LWI
171h0rtaknr103J.￿it￿Y0￿￿or
find￿lM￿le￿*TOry￿TEr.
LSwlirdD.or9

South West Lan¢ashir¢ Ind•p•nd•nt Communlty Advic• Network
Registered number:
Report of th& tru$tws for the yew ondod 31 December 2023
1110649
Achkv•ments and PerfornHnce
Other projects support beuu8e we have Lthry fundlng -
Over 1000 people and thwr tsmil¢es have been assisted by oulreath
semces that have been made F(J5sible by Lottery funding
Outreach- Tarleton
JLL'JL_I
'lan ha8 been a great help to me he help8d me pt my benefrts. Without his
help I would not have been ab￿ lo get this, I wrAJld rM)t have knovm where to
start. Without this addit1c￿l money from my benefits and 18n's support I
would not be abl8 to live with the price of foDI aTrJ ek￿trI￿ty Il*se da￿, I
am very grateful for his help"_ JF
"I would like to thank lan for h8lFxThJ me fill the fcffii in for altendance
allowance aThJ then help me for pensi(￿ crei1it ￿ was such a big help to my
family and l and my claims w8s successful thank so much.- Anne
Dickinson
Outroach Ornlski
FgEE IMtsEPENDENT
t4D¥I¢E SEPNICE

South W•$1 Lancashlrn Indtrpendent Communlty Advico N•lwwk
R¢8isl*red number:
Report of the tTUBtee8 for the y￿r ended 31 Dec•mber 2023
hl•v•m•nts and P•rformance
-lan has been a h￿Je help to me suppNtirrfJ me 7hith help for my husb￿0
who hos dgmentia lan helFed us both of us ￿ attendance allowance,
and additional support with rewe care and other servw for my
husband. Witti￿rt his supwt I woultj have been bst- AG.
oobl Advlc•
Servi￿$ prowded:
Debt matters range M￿tiple debts and w)tential insofvory, rent
arrears. utilibes, like water. gas and e￿I￿ty 8rrears deaw with using
trust lunds.
Advice support and information rtyards budgeting. and b6st pracbse
in dealing vAth debts that are histo￿1.
Unpaid parking fines
M8king online applic*ion$ fry twards those in svJnificant hardship
ltrustslgrantsl
Povenling increasiry arrears wtrt Mt by appfylng for Dw￿1(￿1ary
Housing Payrnents, in addition lo advKe on Re[￿esSIOn of mortgage
properties.
Advice on fuel banks￿￿1 banks arKI accessiThJ West Lancashire
8￿Ugh Counal funding kn help towards cost ol liwng.
t)i$puting debts th* are statLrte barred lokler than 6 Farsl
Providing advice on beneffits lo incrpase income (to prevent hardshiTr arKI
often b8foTr m8king any pawnent FAansftxKlgets)
Wriling or phonTrng ￿dItorS Io ask for breathing spwmding a¢tK)ns.
Setting up affordable payment ￿an$ or writi.ng off debts if tyue to mentsl ill
healthlcapacity issues.
Preventing Bailiff actions wth CowKil Taxlulility companie5 lryryig to
diswtne¢t or unpaid fines.
Talking to COr￿erned clients to relieve their W￿leS and twovAae some
practical resolutions lo their m(￿yWo￿les.
Providing personal money management skills. i.e., on a income
and manag¥y a budget

South W•5t Lanc•$hir• Ind•p•nd¢nt Communlty thlc• N•twork
Reglst•r•d number:
Roport of Ihe ¢rusttts for th• yoar ended 31 tIK•rnb•r 2023
Achlevements and Perfomiance
Neww Debt A￿v•Ce Serv•ce
P4ow Available
v•
WE CAN OFFER YO•J A fr•ELP•MG +4AWD.
£>e*>t Advlce
01695 726269
Grant Fundlng from WLBC
"Inslanl stress relief. Peace of mind kr¥yMNJ I VAS back up to date"
"Al the time I was a￿11￿3 a Un4versal Cr•Jit d•m so th• ￿nI gave me
some breathing space.
"I was able to eat and look for
ace of mind thal I could reu)¥w in wanmth.
Trlelped al￿￿ale stress in a time of nee
Trlelped a lotjust when needed ￿ Had littte M￿eY le
SWLICAN Cash Fi￿t Research Report 2023 - made Kx)ssibJe as
had dignts attgnding duo lo Ihe presenc8 al th8 Ecum8nical Cenlre that
the Lottery provided- avaikblo ￿ request

South W•st Lancashwe Independent Community Advice Netwo
Rogi$t•red numb•r:
Roport ofthe truste￿ forlhe yoar fjnd￿ 31 December 2023
1110649
Achlev•m•nts and Performance
Client called in for money advice due to experie￿￿) extep1K￿81
financial hardship and homdessness.
She has recenty secwed a tenaw after 15 months of
homdess (her marriage broke tknm and she was forced txrt of the
marital home. unable to go bad( lo ccdlect any belongirKJs). She rtad
been li￿ng a very unsettlgj way of IFfe and both her and a I￿Se8r4d
granddaughter sleeping for a few nights a week in *rylh her da￿hIerfS
home then stsying v￿th other membets of her t￿lty.
We checked her beneffts, receiwd Stste Retirnmenl Pension so
we assisted dienl to claim trK>using and council tsx rebates. She was
very upset al her SI￿atiC￿ and with her marriage breakiThJ (h)wn. She
had no savings and was struggling to budget on her small Fer￿￿.
She wa$ morg upset as sh8 had no incomo lo purchase any furni￿[8.
She asked for advKe on how she can ￿1 on one we then
completed an income arKI expenditure aThJ a benefrt check. tt
transpired that client may be eligib￿ to daim After￿aftee Altrwance as
she suffers with p￿Ical disabilities. Clionl had Sup[￿ from th8
welfare team for this matter.
We helFed her to apply for hdp through the 'r8iry day fund. ar￿ she
was delighted to Tepjrt she was given 2 beds {her granddaughter lives
with her) bedding. an electric ￿)ker. fridge. washirvj machine. settee
and 2 chairs. a table and chair set. t￿pan$ fxd(ery and carr*ts.
We then assistsd hw a West Lan¢ashir¢ Htxtsehdd Supwt
Fund, to help pay toward5 her e55enlial bills and addi1￿01 costs of
moving into her new horne. As SWLICAN administer a fund IDEFRAI
we were able to help her with a finan¢ial pawnent of £2CKI lovrards Ihg
costs of hwng an elecffk c￿ker rthd.
Client can now man•3e better fina￿lalty the foresoeabje futwe.
She was awarded Attendance Al1(AVan￿ lan extra £¥2.40 per week)
3 years. She was prowded with a decoraling grant via Wesl
Lancashire Council {we signposte(I her to the seTrice) and ￿r fami
were ￿lping her de¢￿a¢a tr*r Imyne
She was very grateful for thè hdp she received from SWLSCAN. We
were able to help her sel a bjdgel. Provkled athce that helped to
Increase her income. And offefed assistance to awy for the grants
that ttelr￿d her lo fijmish her ttome. She said She fell $0 much more
relieved. the stress she was under had been eased. And she coukj
r#)w plan for the futurell
L Oempsey- SWLICAN
10

South West Lan&￿h1￿ Independent Community *4Mce N•lworft
Registered number.
1111J649
Report of the trus¢e•s forthe year ended 31 DecemlKr 2023
khl•v•m•nts and Perf0M￿Tr¢e
SWLICAN
Y•ar 1 Outcomes
AdvKe filling in PIP.OLA
Carers 81k)wence and Attendm alkywance
70
Hdp ￿1h Fensions and pension credit appli&thn
Supptyt receiwng UC c* ESA
Help bwth 4pea15 and mandèkny reconsiderali
Tax advice
Offenders lo be re-housed. re-join swiety. find a new￿
12
Mentsl heath problems wll relieve supwrt
Referral to food or ck)thes bank
Homoless or noed housing SUPFth adwce
120
Debt adMce
70
Vetsrons cf ex-forces avilans will receive a range of support
Employmgnllow supwl
18
Support into em￿oyment
10
Digital servKes suppcwt
15
Volunteers recrui￿ and trainedin advice or admin
Welfare rights money managernenl skiws

South Wosl Lancashir• In¢knp•ndent Communlty Advlce Netw¢Mk
Registered number:
1110649
Report ofthe trnstees forth• year ended 31 De¢ember2023
A¢hlevements and Perforniance
Unique benefiaarie5 be better able to manap f￿a￿)¥lty
18%
Better financial positi1￿ and their ￿allh and wolkbeing imwoved
16%
Bè less su*idal due to money ￿ ber*fft tssues
Be able to heat their homes and have dirKt fr￿ to eat
Feel mcrte pensw)n Secu￿ be ab￿ lo he* and
pport the infirm lfv care
6%
Be more mobilg auos$ the borwh
Feellng more secure havirvj eased their fv>JsirvJ issues
Helpèd into emplownent.participate in i1￿reasi￿a ¥irbJal
Will not feel abarKloned by armed fc
12

South West Lanca8hlr• Independent Communlty Advke N•twort
Regist•r•d number:
1110649
Report of thè tru$te8s for the year ond•d 31 Dovmb•r 2023
Ststsm•nt of Trustees Re5ponsibililles
Charity law requires the board to prepare a¢counts for èach fi￿al year¥thic* gNe
a true and tsir w¢w ofthe stat¢ of affaits of thè chaiity at ts end of the ffinawal year.
tt mustalso document whefvr operatKJns are at a surplus or dttfi￿ fortr* year.
In preparing the l>)8rtt is rwuKed kn:
- select gjltable acwjntiro ￿)1￿￿0$ and aprAy Ihem w15￿ten￿Y
- make judgements and that afe fBaS￿abty prud•nt
- pmpar• thè aeeounts on ￿ (Ywng concem basis unless it
becomes Inap[￿prI8le to assume the charitywll ¢Mtinue to o>wate
- $tats vthglher8ppl1ca￿e ￿l¥￿Jn￿ng standa￿$ aThJ best practKe have twi
folkywad
Th8 trustoes are resp)nsible lor mantsining prcfw act￿nI#¥j
disdose wth reasonthe a¢caJracy perfO￿nan￿ arKI ts cuN8nt rma￿al F4)sition at any
91V8n time. The tru5te8s also are rèsp)nstsl& for onsuring IW the accwnfs r￿p
with oJrrent charits.es legislation. regula￿A$ and ts trust oldeed.
The trusiegs are re5wnsible for safeguarding Ihe assets of the thanty ￿ ￿e for
laking steps for the pre￿￿ and detttl1￿ offrawj a￿1 othw NregU￿rI*.
This rewt was approved by the boaryl on..
on tehalf of Ihe Intsteès.
Name:
Posthon:
13

I repryt on Ihe aCLe￿nts dswth West LanCaShi￿ Indepw¥knt COmmun￿YAdvtt Nehth lor the
year endlrvJ 31 Decemter 2023. are set ¢yJl pages.
R•sp•clfv• responslblliti•s of trust••s and •xamin•r
is not requi￿1 for thi5 year under seckn 14412) of ts Chwths A¢1 2011 (the 2011 Act) ttwt
in¢Jepend¢nl gxaminalion ￿ n¢8dèd.
Having satisfied myseNthat ts charity is ￿￿111 un(tr c•npany law arxj is gligue for
independ*nt ¢X•minal￿. it 1$ my r¢sF<**bility to..
-exarnine the acwints u￿r Secti￿ 145 of the 2011 Prt
. Idlow the prctedures laKI the gerw* ￿"re¢l￿ giv￿ by ts Charity C(MnMW￿ ￿der
secljon 145(5llbl of Ihe 2011 Acl.. and
. stat• wl*ther part￿lar mattets have my attenlh)n.
Basis of indeP￿dent •xamin•rfs r•
Commission. examinatN)n indudes a review of the ac¥)wnting rerJyd5 kept by dwrty •ThJ
comparK5rm of thg accounts pwnted *ilh th(rA WVLords. It also i￿￿deS CL￿￿￿ra1*)n of any
unusual items or disdosures in the accounts. and seeking from you as trustees
con¢eming any matters. prrK8dures undertaken do not prowde all lh8 evhJ8nce Ihal Ynukl
b• required in an audit CLMS8qU8nUyno r•*)ion is gwen as to t•rtWw Ihe accounts present a
and tsir and the re￿￿t Iwnthj tr) matters s¢t c4rt ststement tthw.
Ind•p•nd•nl •Mmln•f$ stat•m•nt
In connecl*)n wih my exarninat1￿. no matter has cryne lo my allentA)n.'
(?} bthich gives m6 reasonablt caLk50 to bel￿e that in any maten.al resFttt Ihe rewliements."
to keèp aceounling records in ￿c¢*darKe wilh s•ctron 386 of Ihe Companies Act 2006", and
to prepare acrxlunts whKh acc(xd wilh the a￿m￿tiThJ recg)rd5. comptywith the accounliThJ
Mquiram•nts of $8Ctth 396 01 lh& Companies N£t 2(XA aThJ wrth the methods ar#J wrK•￿e$ ofthe
Statement of Reo)mmeth Practice: A¢c4yJntiNJ aTrJ Repytirg by Charitres
ho￿ ntst m•t", tx
(21 towhith. in my opinKffi. atknnlkn sh￿Id t* dr¥*n ￿ order io enabk a proper undwst8ndiThJ of
accounts k> be reached.
CM
Name". Helen J Gtjest ACMK CG
Address.. 482 Liverpcd R¢xl, Ainsdak. Swthpryl PR8 30B
Dotg.. Augu* 23rd 2024
14

South West Lancashlr• In(￿ndent C(•mmunlty Adv1￿ Networf(
St•tement of FIna￿la1 A¢¢l¥ftl•$
for the y￿r endlng 31 DKemb•r 2023
2023
2022
T1¥￿ Funds Tot*1 Fund#
Fund
Fund
3(Xl
Charitiable Aclivlties
Adwc¢ .
11,744
11.744
157.571
157.571
169.315
1fj9,315
116,7n
117,073
Exp•ndltur• On
Charltlable Pxllvltl•8
Advice
9,215
123.642
132.857
111.591
Transfers Bet*wn Fsmds
21.119
(21.119}
Net Movem*rt In FLU
12.810
5.482
Totsl Funds Bt¢wJht F(Nward
52.303
46.821
TotAI Funds Carried For4¥¥d
11810
$2.303
15

South West Lancashlre Ind•p•ndent Cornmunlty Advice NeiwoTk
Reglster•d numb•r.
Co
04617964
Balanc• Sh8•t
As al 31 December 2023
2022
Total Fund
Fund
Fund
Total Fund
TangitAgAssets
2.400
Debtry3
Cash at The Bank and In h
89,717
89.717
89,717
89.717
53.754
53.754
Cr•dli oys
AmoLFnts Falling Within On•
Year
I2.￿1)
12.2901
13.8511
N•t Cwr•nt As8•ts
87.427
87.427
Tolal Assets Le55 Currenl
Lk3bilitses
88.761
88.761
52.303
Funds
Unrestricted Funds
Reslricted Fur
Toial Funds
88,761
52.303
88,761
52.303
for lh8 ￿al ènded 31st Decem
2022.
The mernbers have not requir•J the o)mpany lo oblan an 8tKItt of k5 finan(xal sl8terngnts ftythè
y*¥r $rbJÈd 31st Dèc¢mb¢r 2022 in vnth S476 ofthe Companies Act 2￿.
Th& trustees ackno￿ Iheir r•spo￿l￿¢beS lor.
al Ensuring Ihat the Chartsb￿ ty￿Par￿ keeps 8C￿tiry re(*Yds Ihèts COM￿aY with s•ctK>n$
386 and 387 01 the CIMWan￿ knt
2006 and
bl Preparing f¥wval slatemenls s¥ve a true * Iwvv•J 5latofaffairs Otthe charitablg
mpany as at thg of•ath fi￿cIal of its surplus and d•ficitfor each finaTrcKal y•ar *)
accThdanee wlh reqU1￿ments ofseclx￿ts 394 ar*J 395 and WnFfyv￿th Ihe
requirements ofthe comp￿leS Act 20rA relatirwj lo fmanMI 5t8lern￿. fo) tsr8s appli¢8bl¢ ￿ tho
charitable company.
Mr Paul Mcco￿1
tlirector
August 23rd 2024
rlvK' OL
16

Th¢ finaThial 81*eM￿ of thè chwtat48 ￿rT￿ry. ￿tity thjer FRS 102. Th8y
have in *ilh thè ch*￿eS SORP (FR51021 "Ac¥3xrfry 8nd Rew*n9 By
Ilh Fin8nd¥ Re[￿rtsy￿ Sf*th al￿tle n ihe UK of frelarKI IFRS1021 effectr¥e 1
EX￿d￿r•
fixéd ￿*ets
Fithjresa Frtbr
EquWt
20% reduurvj
Taxatknn
Fund AccounttThg
the biJ8iees.
Funh8r8wpLqnakn Ofb￿ natyjrn aTrJ pJryx)5•0f•ath rL*stOlheffiMrKial
statemw
Slnce all of the acbvi0e￿((￿s relat? lothe tharibtrs th*ifth h8•firvJ. 811
Ineomè Fmm Charfiabl• Activ1¥
169.31S
116.773
JL
G8rfield Westr
Trydins
Peter Latham Chvty
NHS Lancashire
Ewor Raltrkne
Cwmiunty F(yJTrJalon
CVS- Debt Mawjqr F￿r•a
n.681
10.CO)
5,890
4.494
3.YJO
9.600
400
3.oc
LarKs CC
West LarKx
250
169,315
116,773
17

Not•s to th•AwiuniS
>Jpport T•lal
6.045
Fund
Charlt6the
19.
20.1
96.863
116.773
117.073
29927
81,864
111,591
.737
15.219
5.482
-1135
39.218
13.084
Tanglbh fixad as5•ts
F￿r•S &
Fliunos Equlpm•nl
Totsl
Coll
At l JaMaryzorJ
Addi&on$
SurpbJs on re¥4ua
16.
12.430
28.736
At 31 Dec8wtsr >)23
16.
12.430
Deprnclaiioft
At 1 January 2023
Chw98 FNTh8 PerK*1
SurrAus on rnvaluatyr
On diskwLs
At 31 tkrxmberWJ
15.828
10.
15.946
N•t I￿0k Yak
At 31 Decem￿12023
At 31 Oec*mbgr20
974
478
2,400
17

1.9a6
3.851
10 Ilowm•rt In Fund¥
01.•123
.1223
G￿ernI Fur*1
21.119
75.951
R•6trfct•d F￿ft
33M9 12,810
21.119
88.761
Gefter*l Fth
11.744
9215
157.571
I￿.315
1Z3.642
132.857
m22
J1.1222
Vnrn51rlct•d FuThls
G8n8Tr1 Fund
.7371
113.0591
24.025
15219
13.Q59
28.278
52.303
16.821
N¢t mov•ftwt in as fe4rF￿.
R•¥ouK•* In FuTrd$
GeneFal F￿1
3).1
129,9271
(9.7371
R•gtrl¢ted
81.664
96.683 ￿ 15.219
117.073
111.591
5,482
17

INCOME AND ENDOVIIAElIts
Donations and 10gacies
Donations
Charltable Adi¥lll
Grants
1￿.315
10.315
116.773
117.073
EXPENDrruRE
Charltable Activiii•5
Wages
79.123
7.014
76,347
10,
1,397
1,911
872
2.970
1,736
Insurance
Telethi
Sundries
Volunteer Expw>ses
2.492
5.819
2,628
Repairs aThJ Renthv
Recsuitment
TrainovJ
SubscripboT
Travel Costs
2.136
1.493
1.486
1.085
Fixtures & Fittir¥Js
Comwter EqUipM￿t
Grants to Individuals
Cost of LNing Grants
Advertigng & Market
Donation
100
4.705
2.277
15.625
1.470
110,391
Supp¢)rt Costs
Governance Costs
1.200
T¢Yal Resources Expended
7Y2.857
111.591
N•t Ineom•