AGE Mole Valley Improving the lives of older people Making later life a fulfilling and enjoyable experience ANNUAL REPORT I"X*' 2020-2021 Registered Charity No 1111678 Registered Company No 5409543 CONTENTS PAGE Nrfs L•8al & Admlnlstratlon Report ofthe Truste•s the CEO 16 17 Fln•ndal Rwl8w 18 R•port ol th• Ind•pMd•nt Examln•r I￿11 Inrome & Expenthure Funds 23 Balance Sh••t 2425 Notes fmiw part of the FInar￿al Statemerts LEGAL & ADMINISTRATION Re8lstered Charlty Number.. 1111678 (England and Wales) Reglstered Company Number: 5409543 IEn8land and Wales) Reglstered Address The Point, Mayfiower Centre, Lyons Court, Dorkin& Surrey RH4 IA8 Executlve Commlttee Chalr Sally Dubery Pat aare Trustee Trustee Elaine Machin Trustee Dennls Wlckham All mèmbers of the Executlve Commlttee are Trustees and Volunteers. and we thank you for your support. Staff Chlef Executlve Officer Informatlon & Si8npostlng Officer Volunteer Coordlnator Admlnlstrative Asslstant Sonla Hubbard Julla Gallagher Andrea Kelley June Mills Bankers H S B C, 18 North Street. Leatherhead, Surrey KT22 7AR Independent Examlner Andrew Wheeler, Taxsense Accountants, 203 West Street, Fareham, Hants P016 OEN REPORT OF THE TRUSTEES FOR THE 12 MONTHS TO 31 MARCH 2021 The Trustees present thelr report wlth the financial statements of the charfty for the year ended 31 March 2021. The Trustees habt adopted the pro￿510n5 of the Ststement of Recommended Practlce known as FRS 102 (SORP) introducèd in January 2015. The company Is reglstered as a charhable company Ilmlted by guarantee and was set up bv Memorandum and Artldes of Assoclatk)n. A8e Concern Mole Valley Is run by an Executlve Commlttee of Trustees. The Commlttee meets every 2 month& The charlty has a strategk buslness plan for 201&22 In place. whlch underplns the dlrectlon taken. However, the vlsSon and mlsslon of the charity and takln8 Into account the many challenges and opportunltles. means the charity also needs to be flexlble and ready to respond to envlronmental chan8es. The followln8 report covers the many areas that were a8reed In 2015 In118ht of the strate8lc buslness plan, 201&22. Vthlon and Mlssl The vlslon of A8e Concern Mole Valley Is all encompassln8 and clear. 'Improvln8 the Ilves of older people, and the mlssloTr Is 'Maklng later lffe a fulfilllng and enjoyable experlence,. These both underpln all that the tharlty alms to accompllsh In the future. Age Concern Mole Valley ￿11 contlnue to support older people over 50. but wlll focus servlce dellvery on people who have reached the statutory penslon age and above. Valu•s and Strate8lc Alms The strategic Buslness Plan 2016-22 was put In Pla￿ In Aprll 2016 and the key alms of focus that emerged and underpln the chartys dlrectlon are as follows: Reduce lonellness and Isolatlon In Mole Valley for older pqopl• Improve the hwlth and wellbelng ol older people Make 8reater conne¢tlon wlth th• lool c¢xnmunlty • Provlde an accesslble Infommtlon & Advlce S•r¥lce for older peopl•rf needs Increase awarenets ofA8e Concem Male Valws servlc•s Increase partnershlp worklng Bulld a fundralsing pro8ramme. supportlng the provlsion of servlces and provldlng long term stsblllty to A(MV Each of these key alms ha5 underlylng objertives and outcomes. so that Age Concern Mole Valley can focus on achieving its vision of 'improving the lives of older people, and its mission of 'Makin8 later Ilfe a fulfilling and enjoyable experience,. Actlvitl¢s In March/Aprll 2020 the Coronavlrus pandemlc became a reallty and Aqe Concern Mole Vall￿$ staff moved qulckty and we ceased all face-tfyface semces. After followlng the 8overnment gUIdan￿ a Complete rfsk analws was conducted and it was agreed that 3 staff would work from home wlth 2 moblle work phones￿aPtoP5. one for Andrea Kelley to support Volunteerfn8 and one for Julla Gallagher to support Infomiatlon and SlgnposUn& The maln offlce was dosed to the publlc and June Mllls our Admlnlstratlve Asslstant covered a help and Infomiatlon & Sl8nposting Ilne from 9.(K￿l2.00 pm (Mon-Frl) and then the other 2 moblles were In place for support In the afternoons. We had an emall helpllne In place a5 well. The chartys Inforniatlon technology systems are cloud based. so all staff could access these and work from home accordln8Jy. Meetln8s were malnty held vlrtualty throughout the year by rtaff, volunteers and trustees. The charty has contlnved to be very actlve throughout the year, desplte the pandemlc The tharlty has contlnued to pro￿de the Age Concern Mole Valley 'Loeal Communlty Support Pro8ramme', whlch encompasses. Informatlon & Sl8npostlng and now Telephone BefrSendln& unfortunately, home vlsltlng and so¢lal events were put on hold followln8 8overnment guldance. We ￿engIneered our servlces, so that we could contlnue to support our elderly cllents by telephone to offer reassurance and to chetk challengln8 ￿rneS of the pandemlc. on thelr welfare. Many of our normally face-t face volunteer befrlenders became telephone befrlenders to help our dlents throu8h the In relatlon to the Tdephone Befrlendlnff senrtc•. all staff worked hard to set thls emer8ln8 seNce up to support our elderly dlents. Andrea Kelley our Volunteer Coordlnator had vlrtual meetln8s wlth new volunteers and condutted a thorough Induction/recrultment process. We have recrulted new Yelephone Befrlenders, v•lth the vlew that they wlll eventually ￿51t the cllent, when they are able. All our Befrlendln8 8uldellnes/promotlonal materlals have been modlfied to fit Telephone Befrlendln8. Julla Gallagher. our Inforniatlon & Sl8npostln8 Offleer has contlnued to support cllents The Inltlal home vlsTrt was on hold. but vla a telephone call she has Identffied the speclfic needs of the Indlvldual, wlth Informatlon & Sl8npostln8 to servlces that can help Improve day-to-day drcum5tances, e.8., Covld home shopplng servlces. We alm to support people to be able to Ilve Independently and dedde on the servlces they want to employ but also to encoura8e communlty en8agement. Once we have met those Inltlal needs of the person, we wlll move onto telephone befrlendlng. The Befrlendlng and Telephone 8efrlendln8 projert Is around addressin8 lonellness and Isolatlon by or8anlsln8 a bY>lunteer to regularly telephone/vislt the older person on a weekly basis to provide a listening ear. Our Volunteer Coordlnator, Andrea facilitates the valuable match-making process with the volunteer and the client, as this service's Journey develops. Informatlon & Signp05tlng Seryice - June Mills our Adminlstrative Assistant has continued to give help and 8uidance from our office on a wide range of Issues to older people livlng In the Mole Valley area, and to members of thelr families. plus the general public. The charity has remained In tlose contatt with A8e UK natlonally and we are pleased to remain formally as "friend.. We have a stron8 SUPPOrtlve relationship with Age Concern Epsom & Ewell, A8e Concem 8anstead and A8e Concem Merstham, Redhill & Rei8ate. We also retain close relations with other local charities, whith provide for the needs of older people, and are grateful to Central Surrey Voluntary Action for thelr continued support regardlng voluntÈer recruitment. The charitys Informatlon Tethnology I￿)lcOmPUter Tralnln8 sesslons dld stop In March 2020. However, we offered a remote IT service via the telephone throughout the year. Many of our IT Volunteer5 called 'learners' from previou5 tralnlng sessions to determlne if they needed any IT support at home. Informatlon Technolo8y (IT)/Computer Drop In Leatherhead was put on hold as the Falrfleld Centre in Leatherhead closed from March 2020. Eventsnal Chl Class - all events and Tal Chl classes were postponed throu8hout thls year due to 8overnment 8uldance regardlng fac&tO•face activitles. Governance - over thls period the CEO ha5 contlnued to review the many policles and procedures required to mana8e the charfty legalty, safely and effectlvely. Also, varlous rlsk analyses have been key to the developmeftt of services throughout thls period. The Charws Trustees have met on Zoom over these 12 months. Infomiatlon Technology (rr) Developments - over thls period we have continued to develop our cloud-based database system 'Charitylol, whlch enables staff to work from the cloud,, on every aspect of our operatlonal activlties from any location that has WI-FI. This was also a year whère the move to Office 365 In the previous year was fully appreciated with the move for most staff to home worklng. We have also contlnued to develop our webslte: W4WI.a on emmolevalle .or Partnershlp worklng - we have contlnued to attend varlous partnershlp meetlngs over this period vla Zoomneams and attend Informatlve events/conferences to remain knowledgeable re8ardin8 the development and environmental factors affectin8 older people, In relatlon to these actlvltles and developments over the last year, the followlng sertlon BI￿$ detalls of what the tharlty has achleved In a very challen8ln8 year. •vC￿￿•rn Mole Valky Athlev•ments and P•rfThnce- 2020 to 2021 In March 2020 when the country went into lod( down, we as a charlty reen￿neered the services we offered and developed new servlces too. so that we could offer these throu8h the challengln8 tlmes of the pandemlc and stlll alm to improve the lives of older people,. Wlth the Coronavlrus pandemlc, the followln8 were still our key strate8lc focus over thls period for Age Concern Mole Valley. alon8 With the Bu5ines5 Plan's objectives: • Reduce lonellness and lsol•tlon In Mole Valley for older people Improve the health and wellbelng of older Make 8reater connettlon wlth the local communlty Provlde an accesslble Infornmtlon & Slanp0sd￿ S•rvlce for older p•oplerf needi Inrnse awarentss ofA8e c￿cern Mol• Vallrfs s•r¥k•s Increase partnershlp w(wkln8 Bulld a lurMlralsln8 prwamme. supportln8 th• provlslon of swvlces and provldln8 lon8 terni stablllty to ACMV In thls dlfknlt flnanclal year A8e Concern Mole Valley sUPPOrted older people wlth over 5000 actlvltles and contlnued to deveknp core projects, suth as. the Befrlendln8 and Vlsltln8 Servke Into a Telephone Befrfendln8 servlce and then we expanded the Inforn)atlon & Sl8npostln8 Servlce, addlng over l(K) new local 8roups/lnltlatlves that had evolved due to Covld 19. We developed the COmp￿er Courses Into a Remote Infomiatlon TechnoloBy Telephone Servlce. The followln8 servlces were put on hold due to factrtO•face restrktlons: Wlll Wrftln& Tal Chl and Events. The staff team were amazln8 ollln8 all of our befrlendlng dlents to make sure they were ok and that they were happy to n70ve to telephone befrlendln8. Here are some of the key achlevements In such a Challen￿n8 year. The A8e Concern Md• Valley local Communlty Support Prwamme, encompasses In nomial tlme5." home vlsltln& Inforniation & si8npostln& befrlendin8 and sodal events. whkh are broken down as follows.. The lrformatlon and Slanp0￿￿£ Ser¥lc• has contlnued to develop extenslvely over thls perlod. wlth Julla Gallagher our Informatlon & Sl8npostln8 Offlcer and June Mllls our Admlnlstratlve Asslstant. In 2015/16 we noted over 450 enqulrles coverln8 varlous themes, from computer courses, befrlendlng to needln8 gardenln8 and home support and In 2019120 we noted over 600 8eneral enqulrles. Each year we contlnue to see 8rowth, thls year we have added and updated many organlsatlons/toronavlrus Initlatlves and the servlce has noted over 850 artlvftlesl Indudlni over Indmdual •nqulrfeS• most of whlth wlll often be slgnpostln8 to more than one servlce, as we Ilke to 8lve people cholce. The devek•pment and updatln8 of thts Invaluable resource Is always an on8oln8 artlon. The Befrfendlngnelephone Beffiendln8 Senrfce Is part of our 'Local Community Support Programme,. which continues to be a vitsl contribution to reducing loneliness and isolatlon, one of our key aims. This is a 8rowing problem among the older population in Mole Valley and has been identified as such, by Mole Valley District Countil and A8e UK nationally. Thls service is all about reducing loneliness and isolation, increasing communlty cohesion wlth local communities coming together, plus Improvin8 the health and wellbeing of the older person and in some cases the volunteer. The alm Is to enable, the older person to regain social and interpersonal skills which may have become less due to the loss of a loved one. friends, or a close relatlve movin8 Out of the area. In mld-march 2020, wlth the onset of the Coronavirus we started to develop our faC￿t0-faCe Befrlendin8 Serrflce to that of a Telephone Befriending Service. Initially we called over 60 clients to explain the development of our servlce and how many of our facfrto-face volunteer befrienders V￿uld become telephone befrlenders to help our cllents throu8h these unprecedented tlmes. We would not have been able to asslst our cllents wlthout our dedlcated staff and volunteers. These telephone ca115 were a lifellne for many of our cllents. The dlfferente we continue to make Is one of reducin8 soclal Isolatlon and lonellness. The older people we support were self-Isolatln8 In their home and unfortunately fa¢e-tO-face vlslts were not an option for most of the year. Therefore. a regular telephone chat from their telephone befrlender dld help reduce that Isolation. The volunteer also 5ignp05ted back to Age Concern Mole Valley• If there were other needs and requirements that may not be noticed by any other members of the communlty at thls tlme of Isolatlon. We supported 'ne￿ older people to the Telephone Befrlendlng servlce and helped wlth Informatlon & Sl8nposting to local or8anlsatlons that emerged slnce the Coronavlrus. Here are some examples from both the cllent and the volunteer of how this vitsl service 'lmproves older peoples, lives,: -I've been seeinq Kote for a couple of years. Irfs made such a difference to me and Is a reolly Importont part of my Ilfr now. l olwoys look fonvord to our meetlngs and feel better ofter I've seen her. Uvinq here on my own I sometimes feel lsoloted, e5peclally slnce the Coronavlrus crfsls. Kote has become a pmperfrlend now, IYS Ilke we've known eoch otherfvr ever. She comes overfvr a coffee on her lunch bre(Ik once a week and we usuolly speok on the phone fvr oround on hour on o Sunday ofternoon as well. Obviously whlle the cr151S IS still on. she con't come to vlsit. whlch hos been difficult as I mis5 seeing her. but we stlll chat on the phone and the￿ 5 olways lots to tolk obout." "Hovlng someone to talk to has really helpedme cope with the lonellness... I don't know wI￿t I'd do wlthout her now. In fatt oll the pewe ot Age Concern Mole Volley hove done o grondjob." Ve hove lovelylong chats obout ollondeverythlng. We have o gigqle too os we both shore a sense of humour. So. allln all. Optsitlve start." -1 thought the Inductlon trolnlng wos reolfy comprehensfve ondextremelyusefvl. Ifeel the volunteers ond dlents ore In safr honds wlth ACM Over thls tlme perlod we had 15 new volunteer befrlendershelephone befrlenders. makln8 a total of 70. a 26% Increase on the previous year. These volunteers provlde an Invaluable servlce to lonely and Isolated older people. Thls Is highly appreclated by Age Concern Mole Valley and the person they are vtsltln& Infornmtlon Tethnolo8y (mndepkne tralnlnyjsupport - the IT tralnln8 face-ttrface sesslons were put on hold due to the Covld 19 in both Dorking and Leatherhead. The sesslons are for people over 50 years old. Ourlng thls perlod, we have supported prevlous 'leamers' over the telephone. We had over 2(Kl 'learners' that have attended prevlous course5. Some of our 13 IT Volunteers were happy to call these learners, to ertabllsh If we could offer further SUPPOrt wlth thelr IT leamln8 and any other Informatlon & Slgnpostln8 needs. We dld make contact wlth m?ny learners and the IT remote support glven was successful. Here is some feedback from a 'learnerf re8ardln8 what they have 8alned and how they wlll use what they have learnt from the support Wven by A8e Con¢em. "l om reaifyhappy thot I can Joln prayer meetlngs andserylces vlo Zoom now, the rr volunter that colled me was so patient wlth me. I wont to thonk youfrom the bottom of my heartAoroll the help andsupport you ht7ve glven me. I con't set meetlnqs up myse yet burbeing oble to attendproyermeetinqsls really Important to me." "One of our ITlearners wontedme to send you her very best wlshes ond-mony thonks becouse she s oble to do so many thlngs thotshe couldn't before andshe's really enjoylng herself uslng herlPod." Volunteers- Volunteers. Week, over this perlod we have had a total of 86 volunteers and sadly thls year we have not been able to hold celebratory events to thank them for thelr commltment io JVNE to Age Concern Mole Valley. We have continued to recrult new volunteers for the telephone befriendlngjbefriending service. We need more and will continue to look to the local communlty for volunteers to support In deliverin8 our se￿iCe$. We have matched and re-matched 29 volunteers with new befriendingjtelephone befriender cllents, so we had 70 Volunteer Befrienders over this period. We had 13 volunteers that helped deliver our Information Technolobry related learnln8 SUPPOrt. A8e Conom Mole Valley is extremely 8rateful for the unstintin8 efforts of all its volunteers who are involved In serlice provlsion, and they are highly valued for their support. Without our volunteers we would not be ablÈ to achieve our aims and objectives and 'lmprove the Ilves of older people, In Mole Vallev. VOLUNTEERS'WEEK rimv lo celebratp General Data Protertlon Re8ulatlon (GDPR) - over this period we continued to have thls as an area of focus at each Executlve Committee meetlng. Fundln8 Appllcatlons In 2020121 one area of focus by the CEO was to secure fundlng contributlon5 to support the charity and we want to give thanks for that support as follows." Funded by Communlty Foundatlon for Surrey- we thank the CFS for their on80in8 SUPPOrt and the hard work. they do on behalf of the voluntary and community sector In Surrey. We had a £S,0(X) 8rant towards 5UPPOrt for the charlty In relation to Covld 19. A £15,(MXI grant went towards our Local Communltv Support Pro8ramme. The needs of many of the older people that A8e Concern Mole Valley supports will relate to reducln8 their lonellnes5 and Isolation In the communlty. wlth the added outcome of Improved health and wellbelng. The A8e Concern Mole Valley 'Local Communlty Support Pro8ramme' encompasses home vlsltln& informatlon & $18npostln& Telephone Befriendin8 and Befriendin8. Communlty Foundation for Surrey Garfleld west￿ Foundatlon - thls £7,500 8rant went towards all the charltles running costs and services, partltularly our 'Local Community Support Programme,. The GarPield Weston Foundatlon G￿ilek1 Weston supports small community groups, to lar8e national institutlons, the Foundation's alm Is to support or8anlsatlons that have effettlve solutlon5 to helplng those most In need. Thank you for your contributlon and contlnulng support. The Henry Smlth Foundation - thls £IO,CK)O grant went towards all of the charlvs running costs and services, particularly our 'Local Community Support Pro8ramme'. Henry Smith alms to use their ￿sOUrceS to help people and communities at a time of need and to brln8 about positlve change. We thank you for your contribution. FUND The Cryon?￿ruS Communlty Support Fund - this £15,(KKJ 8rant went towards all of the charivs running costs and servlces, particularly our 'Local Communlty Support Programme, throu8hout the pandemlc. We thank you for your sUPPOrt. Th2 N4tloMI LthryCthnnwmityFw Swrey County Cwndl - thls £10,￿} 8rant went towards supportln8 all of the charltys runnln8 Costs and servlces through thls year of the Coronavlru5 pandemlc. We also had support from Hazel Watson, one of our local county councillors wlth a £l,IXM) contrlbutlon towards new laptops from her Members, Communlty Allowance. We thank you for your ¢ontributlon. Md• Valley Ixrtrfct Coundl- thls £5,OCM) 8rant went Molevalley owards all of the charws runnlng costs and servlces, partlcularly our 'Local Communlty Support Pro8ramme'. We thank you for your contrlbutlon. SHANLY- FOUNDATION Shanly Foundatlon - thts £2.CKK) 8rant went towards the charws Befrlendln8 servlce. we thank you for your contrlbutlon. The Edward 170Stling toundation Enlklni'i￿, Q{1.￿1¢￿ <1( l l¢Jr14Y¥)k. Iii No(¥l The Edwanl G0stIl￿ Foundakn - thls £5,CK#) 8rant went towards all of the charftsls runnln8 Costs and servlces, partlcularly our 'Local Communlty Support Programme,. We thank you for your contrlbutlon. THE CHILDWICK TRUST The Chlldwldt TNst- thts £5.0￿ grant went towards all of the chartys runnln8 Costs and servlces, particularly our 'Local Communlty Support Pro8ramme'. We thank you for your contrlbution. 12 ge Concern Mde Valley unuffv Unuiii a local supportlve company- contrlbuted £500 to the charity. which wa5 used towards our community serrfices through our Telephone Befriending. The Sirjules Thorn Charltable trust klndly gave a £lOOO Tht Sff JLks TrKYn donatlon to A8e Concern Mole Valley, and we thank them for their contribution. ExxonMobll- has kindly made a £500 donation towards our community services and we thank them for their continued support. Age UK nationally- this £250 grant was used towards the purchase of 2 new laptops for staff and WÈ thank them for their contributlon. The future has many challenges for charities such as, Age Concern Mole Valley. The maln area of focu5 will be a sustainable fundraising programme for the future and also the recrultment of more volunteers to support all that we deliver. The re-openin8 of face-to-face services Is the maln prlority as we enter the next phase of the coronavlrus pandemic in Aprll 2021. 13 The Future Age Con￿rn Mole Valley will continue to develop and bulld on the Invaluable work it has achleved In previous year& Our vision Is to 'lmprove the INes of older people,, and as we end thls financlal year and go into the next, we face the challenge of resumln8 face-to-face services safely. Older people are some of the hardest hlt and as we come out of this pandemic we will not change our key aims whlch underpin all our future plans to continue our Invaluable servlces.. Reduce lonellness and I￿an In Mole Valley for older peopl• Improv• th• h•lth and wellbelng of older people Make greater connectkni wtth the local communlty • Provlde an acCes￿ble InfomwUon & Sknpostln8 S•r¥lc• for old•r peW•rf needs Increas• awareness of Age Concern Mole Vallrfs serylos Incrn8se partnershlp Bulld a fundralslng proyamme. suppvdry the pro￿th of se1￿C•S and wovldl long terni stablllty to ACMV Coronavlrus has In the short terni changed how we dellvered our services In thls last year, as face-to-face was In the maln. restrftted. We have followed 8ovemment 8uldance throughout the pandemlc re8ardlng the delfvery of our serv1￿, creatln8 8uldance for our staff* volunteers and cllents to ensure thelr safety. In February 2021 the Government set out Its roadmap, a step-by-step plan to ease restrlctlons In En8land cautk)usly. Slnce February. the roadmap has gulded our approach to how we wlll ease restrlttlons and we have created our own 'Road Map. for openlng up servlces. We wlll contlnue to develop and open-up the A8e Concern Mole Valley 'Local Communlty Support Pro8ramrn•' whlch encompasses home vlsltln& a level of Informatlon & sl8npostln& befrlendlng and sodal events. The programme Is ongoln& It alms to reduce sodal Isolatk+n and prolong Independence and reduce demand on soclal care and heatsh servlces. The Befrlendlng part of th• prooramme - wlll return to facfrttrface. There wlll be refinements to the servlce In relation to the Coronavlrus and tsklng Into account government 8uldance. We wlll contlnue to support our elderly cllents by telephone to offer reassurance and to check on their welfare. In May 2021 we will return to the Inltlal facfrto-face home vlslts. It has been a8reed that we then need to revlslt both our dlents and volunteers to assess their personal cholces and the mana8ement of rlsk. We see the need to be flexlble and person-centred as every volunteer and cllent and thelr partlcular drcumstances will be dlfferent. Wlth thls in mlnd we have put together a Covld 19 rjsk analysls framework for both dlents and volunteers. Then stsff wlll ask each cllent/volunteer key questk>ns. so that a rlsk anafysls can be Completed. 14 The Volunteer will need to walt until the dlent risk anatysls has been completed to see if the client wants to return to faCe-t￿face vlsitln& then we will move onto the volunteer risk analysis. It will have to work for both parties. as it is a personal choice and individual risk. For example, questions re8ardin8 mask wearin& social distancing and preferences regarding vaccinations. This wlll be a large piete of work but essential to understand peoples, choices after the pandemic. Covid 19 has developed our approach across all services, and we wlll be askln8 Important questlons on people's preferences going forward into the next financial year. In relation to General Data Protectlon Re8ulatlon (GDPR), the charity wlll contlnue to review processe5 throughout the year. Infomiatlon and Si8npostln8 - this will contlnue to be a huge area of development and updatin8 in 202V22 with the number of new organlsations we added throughout the Coronavirus pandemlc. This will be essential, so that we can signpost people to local ser4ices as they emerge and develop. We will continue to build on the current servlce, revisltin8 contacts and double checkin8 our informatlon, so that we provide a useful Informatlon portal for those looklng for 5ervlces to support older SUPPORT Iithn￿￿C people. Informatlon Tethnolo8y (ITI1Dl81ts1 Leamln8 Sesslons - the valuable IT/Dl8ltal Leamin8 sessions wlll start a8ain later In 2021 in both Leatherhead and Dorkln8. We wlll use a slmllar approach as wlth the Befriendin8 Servlcei person-centred as every volunteer and learner will have their own preferences regardin8 their learning approach. Wlth thls In mlnd we will put tO8ether a Covid 19 risk analysis framework for both learners and volunteers. Partnershlp Worklng - we wlll joln a network of local organlsatlons that support older people across Mole Valley, facllitated by Mole Valley Di5tr1ct Countll. Corporate Relatlonshlps we plan to contlnue to work wlth Exxonmobll. Leatherhead and Ufiuii) In Dorking regardlng thelr Employee Volunteerin8 Schemes and how we can work In partnershlp In the future. Wlll Wrftln8 - In relation to the Coronavirus we wlll monitor government 8uldance and look to continue this valuable service and work In partnership wlth Meaby & Co Solldtors In early 2021/22. We thank Esther Janalli-Brown. solicitor at Meaby & Co for hercontlnued support. Future Fundralslng - In relatlon to financial resources, thls wlll continue a5 a focus for the forthcomln8 year, through continued lundraisln& to restore the chartys reserves. ft has been a memorable and eventful year, and now we 80 forward openlng up our face-to- face servlces with a 'vigilant approach. A huge 'thank you. to the staff team, Andrea, Julla and June for all thelr hard work this year. Our vision 'improving the lives of older people, Is as always central to all that WÈ deliver and wlll develop In the future. desplte the Coronaviru5. Sonla Hubbard. Chlef Executfve Offiter 15 Message from the Chairman The Voluntary. Communlty and Fatth Sector make a hu8e contrlbutlon to the Ilves of people In Mole Valley. provldlng a ran8e of servlce5 and support to the Communty. Age Concern Mole Valley wlll contlnue to provlde and bulld on Its Invaluable support servlces to older people, so in turn thelr servlce delivery wlll Impact and make a dIffe￿nCe to the communlty In Mole Valley. and 'lmprovln8 the Ilves of older people.. In 2020, the voluntary settor played a huge role In supportln8 local residents throu8h the Coronaviru5 pandemlc wlth shoppln& prescrlptlon collertlon etG and regular telephone calls to Isolated older people to ensure that they had communlcatlon wlth the Outside world, espedalty throu8h the various lockdowns. It has been a dlfflcult year for us all and as a charlty we contlnued to be very actlve throu8hout the pandemlc. I would Ilke to thank all my Trustee colleagues and all our wonderful volunteer5 for their support of our tsolated cllents, plus Sonla Hubbard {CEO) and the staff team for thelr contlnued hard work In support of the charlty and their stron8 commltment to our vl$lon throu8h what were 'unprecedented tlmeg. Sally Dubery Chalrmin 16 Financial Review Income for the period totaled £116,468, Indudlng several grants from charitable trusts and foundations, together with donations from individuals and local or8anisations. Expendlture w35 maintained at a slightly lower level to the previous year £83,982. due to a redurtion in office space and reduced service delivery costs due to Covld 19. This resuhs In an overall surplus of £32,486. At the end of the year, the charity has rese￿eS of £30,IXJO. which is 3 months running costs and the charltvs reserves pollcy. Reserves Pollcy and Rlsk Mana8ement The Trustees have carefully consldered the forecast of Income and expendlture for the year 2018/19 and have concluded that It Is appropriate to utillse the resep4es in maintainlng the resources available to the organisatlon to enable it to contlnue its activlties in key areas. Truste& Responslbllttles In relatlon to the Flnandal Statements Charlty law requires the Trustees to prepare financial statements that glve a true and falr vlew of the state of affairs of the charlty at the end of each financlal year and of Its surplus or deficit for the financlal year. In doing so, the Trustees are requlred to: Select suitable accountin8 polScles and applv them cons15tently Make Judgements and estimates that are reasonable and prudent Prepare the financlal statements on a going concern basis unless It Is Inapproprlate to a￿ume that the charlty wlll ¢ontlnue In buslness. The Trustees are responsible for malntalnin8 proper accounting records whlch dlsclose wlth reasonable accuracy at any time the financial posltlon of the charlty and whlch enable them to ensure that the financlal statements comply with the new FRS 102 (SOFA) and the Charltles Act 2011. The Trustees are also responsible for the 5afe8uardin8 of the assets of the charity and hence for takin8 reasonable steps for the prevention and detectlon of fraud and other Irregular￿leS. Reference and Admlnlstratlon Legal and referen￿ Informatlon, vthlch Is shown after the contents pa8e, forms part of thls report. The flnanclal statements comply with the current statutory requirements. the charitys 8overnin8 document and the SORP 'Accountln8 and Reporting by Charlties,. On behalf of the Trustees 17 Ind•p•ndwrt •xamlnerfg roport on th• accounts (m*•kJn 145(51(b> dth• Ch*th•• 18 11 111 1111 11111 11111 11 11 111 111 11111 1111 1111 1111 ffllllLII 1111 1111 1111 9114 1111 1111 1111 1111 1111 . 1111 11 11 11 111 11 A8e Concern Mole Valley Fort ey Ended3 th*rfty Number IIIIE18 Note 1 IW In¢om• and Exp•nthr• Fundj 5281 L795 G•nernl donatlo 4￿7 Grnnts Interest roceknl 116A68 R•4ouros E¥pffid•d Expendlturefvrmlsltyfvnds Dlrect fundralsln8 expenses Allocat￿n of 8eneral overhead •xpenses 71 1143 97 747 DlrertCI￿rfr￿bIt E4oendlture Vlsltln8 and BefrIend1￿ Inforrn•tlon and Sknpostln8 Staff Payroll 10,124 74,IM5 73.11 ITSupportnaptopstsvdb•nd qtr. 2,262 3,595 594 510 Tal Chl pru8ramme 1471 Web5hel M•rketln8 dovelopment 242 Govemance Sundry Expense 501 DepreCIa￿on on offlce equlpment Totsl Dlrect Ch•rtknbl• Experne 121 9L387 -49358 Age con￿rn Mole Valley Balance Sheet A5 at 31.03.2021 Flxed Assets 2020 Tangitsle assets Investments CurrentAssets Debtor Cash at bank 60.995 29.553 Current Uablllty Credltors: Amounts fallln8 due wlthln on• ye•r PAYE Accruals 62,039 29,553 Net currnnt assets Total ass•ts1èss current Ilabllltl•s 62,039 29,553 29,553 62.039 Lon8 terni loans 62,039 29,553 Designated funds 65,lJJ) 65.000 Unrestrlcted funds Restrlcted fund5 12,961) (35,4471 Totsl Ch•rfty funds 62M9 29.553 l approve these accounts and confirm that I have made available all relevant records and Inforn)atlon for thelr preparation. Sl8ned.. Dated: 9.11.21 23 Age Concern Mole Valley Notes to the Accounts For the y•r ended 31 M•rth 2021 140tss to the Flii•Klal Staternents 4s * ￿ Marth 2(Rl 1. 8asls of Prepa The flnanclal statements have been prepared tsnder the hlstorfc cost conventlon. followln8 t recommendations of the Statement of Recommended Prattice known as FRS 102 ISORP) Introduced In 2014 coverin8 charftles with a year end after January 2015. 2. Actountlry Polld•J I Incom• All Income Is accounted for on an acuual baslsi exceptfor voluntsry donatlons, whlch are tsken Into account when recefved Grdnts are recognised in full durlng the year that thty are recelved Incomlng recelpts from tax reclalms are Induded In the SOFA at the same tlme as the 8ift to whlch they relate. b) Flx•d As*ts Flxed assets are stated at t05t and depreclatk)n Is provlded at rntes cakulated to wrkn off the cost of each asset over Its expected useful Ilfe Computer equlpment and Offi￿ equlpment 25% stralght Ilne basls It Is the CharStVs polk¥ to capltalise fixed assets that are above a de mlnlmls level of £5CKI ¢1 knourcts •xp•nd•d Resources are accounted for on an accruals basls. Expendlttsre Is appolnted to cost ¢•te8or based on the •mount attributable durfn8 the >*ar, indudlng the cost of 8eneratlng fun(ts. charltable att￿lt￿$. Govemance costs IncliKle le8al costs and Trustee meetln85 onlv dl Rec¢4nldon of Il•blllU•s These flnanctsl statements reco8nlse all Ilabllltres that the charlty has re4M>nslblllty for. T charlty Is not aware ol any contln8ent Ihblllttes. Age Concern Mole Valley Notes to the Accounts For the year ended 31 March 2021 3. Staff The charity has been well represented ty Sonia Hubbard, Andrea Kelley. Julla Gallagher and June Mllls throughout the year. 4. Tan8Jble Flxed Assgts Movement 31.032021 of the year 31.03.2020 Cost Additlon Accumulated Depreclation Depreclatlon Char8e 8379 1166 -8379 -121 8379 -8379 5. Leas• Durfn8 the year, the Charlty ti)ok one office spats at the Point in t>orkln8. Th15 lease contlnues untll February 2023 at an annual c05t of £6,3CK). but wlth a general break clause after 3 monthg notice. 6. Commltments There are no other commltments not recorded in the flnandal statements.