COMPANY REGISTRATION NUMBER.. 04245633
CHARITY REGISTRATION NUMBER: 1112933
Case Management Society UK
Company Limited by Guarantee
Unaudited Financial Statements
31 July 2024
'AE088HKW' ,
II , ! I 110412025
'COMPANIES HOUSE
A17.
*ADZL82JS*
0110412025
COMPANIES HOUSE
A04
#55

Case Management Society UK
Company Limited by Guarantee
Financial Statements
Year ended 31 July 2024
Page
Trustees, annual report (incorporating the director's report)
Independent examiner's report to the trustees
Statement of financial activities (including income and
expenditure account)
Statement of financial position
Notes to the financial statements

Case Management Society UK
Company Limited by Guarantee
Trustees. Annual Report (Incorporating the Director's Report)
Year ended 31 July 2024
The trustees. who are also the directors for the purposes of company law, present their report and the
unaudited financial statements of the charity for the year ended 31 July 2024.
Reference and administrative details
Registered charity name
Case Management Society UK
Charity registration number
1112933
Company registration number 04245633
Prlnclpal office and reglstered 206a West Street
office
Fareham
P016 OHF
The trustees
Susan Ford (Chair)
Carole Chantler
Lauren M Mccluskey
Lisa Marie Brown
Teresa Shaw
Niccola Irwin
Emily Nash
Chantel Brooks
Rhiannon Stokes
Angela Wicks
(Resigned 22.08.23)
(Appointed 17.04.24)
(Appointed 17.04.24)
Company secretary
Carlton Corporation Limited
Independent examlner
M L Burgess
Simpson Burgess Nash Limited
Chartered Accountants
Empress Business Centre
380 Chester Road
Manchester
M16 9EA

Case Management Society UK
Company Limited by Guarantee
Trustees. Annual Report (Incorporating the Director's Report)
Year ended 31 July 2024
Structure, governance and management
Governing Document
The organisalion is a charitable company limited by guarantee, incorporated on 3 July, 2001 and
gistered as a charity on 6 February 2006. The company was established under a Memorandum of
Association which established the objects and powers of the charilable company and is governed under
its Articles of Association. In the event of the company being wound up members are required to
contribute an arnount not exceeding £10.
Recruitment and Appointment of Management Committe•
The directors of the company are also charity trustees for the purposes of charity law and under the
company's Articles are known as members of the Management Committee. Under the requirements
of the Memorandum and Articles of Association the members of the Management Committee are
elected to seNe for a period of three years and can continue to seNe in subsequent terms only if re-
elected at the next Annual General Meeting.
Objectlvo8 and aciivltSe8
The company's mission is..
Leading best practice for case managers
The company's Vision is..
To empower our members by providing support and education
The company's committee structure remains unchanged from the previous year.
Progress has been made over the past year towards the maln objectlves and actlvltle8 Set for
the year to 31st July 2024.
Work streams have been progressed via the committee structure in line with our Mission and
Vision for the company
Our membership numbers have been steadily. and gone above 900 for the first time ever. The
introduction of a different form of Corporate Members, called "Clinical Partnerships has
enabled growth of this element of our membership as well.
We continue to develop mechanisms to support members, professional practice, including
professionallcareer advice, resources, mentorship, advocacy, protection and lobbying.
We have met regularly with our Corporate members to gauge industry-wide challenges and
priorities.
We have spent a great deal of time exploring how we can improve our online presence, and the
developments needed for our website, producing a plan for marketing and communications.
We have delivered a hugely successful Case Management Awards event in September 2023.
We delivered a highly suc￿Ssful two4ay in-person conference in March 2023 including
prograrnme of educational sessions and general ne￿Orking.

Case Management Society UK
Company Limitsd by Guarantee
Trustees, Annual Report (Incorporating the Director's Report)
Year ended 31 July 2024
We have continued to collaborate with BABICM and VRA in the support of the Institute for
Registered Case Managers (IRCM> development, including the work on accreditation for case
managers supported by an educational programme and competency framework,
We have also strengthened the relationship with 8ABICM and VRA by collaborating on some
industry-wide issues such as supervision and inclusivity.
Our Research Group help a successful research priorilies event which supports a plan to enable
further growth of the evidence-base for case management.
Achievements and performance
Achlevement8 and Performance for the year ending 31st July 2024
Our core membership stood at 906 as at the end of July 2024. Our Corporate Members has
increased to 25.
We have continued to provide online and in-person events and support.
A total of 19 Webinars were delivered from 1108123- 31107124
o Assessing Transport for Wheelchair
Bespoke therapy and care for clients with complex neurological clinical needs,. case
presentation and discussion
Achieve your Cyber Essentials accreditation with Crest
The key considerations for an accessible kitchen
Rehabilitation in Catastrophic injury claims - An insurers perspective
Enabling participation through everyday technology
The benefits of Sexual Expression Training for disabled people and their carers
How Video Vector Gait Laboratories help optimise orthotic outcomes and rehabilitate
patients
Goal setting and quality of life- how to create meaningful change- Lessons learnt from
Team GB
A Solution to ordering taxis for clients
Orthotics, what you should know and how orthotists can help your clients
Fatigue and Occupaiions-managing Energy Across a 24-Hour Timeframe
How technology is transforming case management access to experienced support
workers
Sex, relationships, consent and capacity.. Can the Arts Therapies Help?
Expert & Case Manager.. Whose Opinion Counts For What?
Demystifying the role of the Care Expert
The missing piece of postural management - Dynamic Splinting, completing the jigsaw
and making postural management truly 2417
5PATH Hypnotherapy (Five Phase Advanced Transformational Hypnotherapy)
Case Management- The Insurerfs Perspective
A total of 6 Study Dayslsession from 1108123 - 31107124
Sex, Disability & The Law- 29th September 2023
Supporters Guide to Case Management - 7th February 2024
Introduction to Case Management. London - 24th April 2024
Dangerous or Embra￿ it? _ 15th May 2024
Foundations of Paediatric Case Management- 5th June 2024
Research Priority Setting study day - 27th June 2024
Our annual conference was held in-person in March 2023 and was exiremely well received.

Case Management Society UK
Company Limited by Guarantee
Trustees, Annual Report (Incorporating the Director's Report) (continued)
Year ended 31 July 2024
Financial review I
The charity gener,ated
liquidity.
surplus for the year and remains in a healthy financial position with good
Principal funding source
The principal funding so
.and the Annual C 'nfere
for the charity are the individual and corporate membership subscriptions
ce.
Reserves policy
The Board of Ma
risks to the organisation
invested in tangible fixe
committed overhe
nt
as examined the Charity's requirements for reserves in light of. the main
It Aas established a policy whereby the unrestricted funds not committed or
a4sets held by the charity should be sufficient to sustain 6 to 9 months of
The balance held as unr
as free reserves,
er
expenditure costs iavera
str
cted funds at 31 July 2024 was £361.719 of which £360,982 are regarded.
ing for funds relating to tangible fixed assets. Unrestricted charitable
12,000 per month currently and therefore the level of reserves is sufficient.
Small company provlsi
ns
' This report has be
small companies
npre
xemp
ar
d in accordance with the provlsions applicable to companies entitled to the
The trustees, ann
board of trustees
al rep
' as approved on .
and signed on behalf ofthe
Lisa M Brown
.' Trustee

Case Management Society UK
Company Limited by Guarantee
Independent Examiner's Report to the Trustees of Case Management Society
UK
Year ended 31 July 2024
I report to the trustees on my examination of the financial statements of Case Management Society UK
('the charity,) for the year ended 31 July 2024.
Responsibilities and basis of report
As the trustees of the company (and also its directors for the purposes of company law) you are
responsible for the preparation of the financial statements in accordance with the requirements of the
Companies Act 2006 {'the 2006 Act,).
Having satisfied myself that the accounts of the company are not required to be audited under Part 16
of the 2006 Act and are eligible for independent examination, I report in respect of my examination of
the charity's accounts as carried out under section 145 of the Charities Act 2011 {'the 2011 Act,). In
carrying out my examination I have followed the Directions given by the Charity Commission under
section 145(5)(b) of the 2011 Act.
Independent examin•rfs statement
Since the charity's gross income exceeded £250,000 your examiner must be a member of a body listed
in section 145 of the 2011 Act. I confirm that l am qualified to undertake the examination because l am
member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the
listed bodies.
I have completed my exarnination. I confirm that no matters have come to my attention in connection
with the examination giving me cause to believe..
accounting records were not kept in respect of the charity as required by section 386 of Ihe
2006 Act; or
the financial statements do not accord with those records,. or
the financial statements do not comply with the accounting requirements of section 396 of the
2006 Act other than any requirement that the accounts give a 'true and fairf view which is not
a matter considered as part of an independent examination., or
the financial statements have not been prepared in accordance with the methods and
principles of the Statement of Recommended Practice for accounting and reporting by
charities applicable to charities preparing their accounts in accordance with the Financial
Reporting Standard applicable in the UK and Republic of Ireland {FRS 102).
I have no COn￿rnS and have come across no other matters in connection with the examination to which
attention should be drawn in this report in order to enable a proper understsnding of the accounts to be
reached.
M L Burgess
Independent Examiner
Simpson Burgess Nash Limited
Chartered Accountants
Ernpress Business Centre
380 Chester Road
Manchester
M16 9EA

Case Management Society UK
Company Limited by Guarantee
Statement of Financial Activities
(including income and expenditure account)
Year ended 31 July 2024
2024
Unrestricted
funds Total funds
2023
Total funds
Note
Income
Charitable activities
Other activities
Investment income
181,676
103,547
4,791
181,676
103,547
4,791
126,390
91,714
Total Income
290,014
290,014
218,104
Expenditure
Expenditure on raising funds..
Costs of raising subscriptions
Expenditure on charitsble activities
Total expenditure
25,236
176,151
25.236
176,151
201,387
28,339
115,981
144,320
9,10
201,387
Net Income and net movement In fund8
88,627
88,627
73,784
Reconciliatlon of funds
Total funds brought forward
Total funds carried forward
273,092
361,719
273,092
361,719
199,308
273,092
The statement of financial activities includes all gains and losses recognised in the year.
All income and expenditure derive frorn continuing activities.
The notes on page 8 to 14 forni part of these financial statements.

Case Management Society UK
Company Limited by Guarantee
Statement of Financial Position
31 July 2024
2024
2023
Note
Fixed assets
Tangible fixed assets
16
737
1,099
Currenl assets Il
. Debtors
' Cash at bank and
17
12,241
376,286
16,935
258,084
inha
388,527
275,019
Credltor8: amod,
. Net current assé
ts fal
due wlthin on• year
18
27,545
3,026
360.982
271.993
Total assets les*
curre
I Ilabllltie$
361,719
361,719
273,092
, 273,092
Net assets
Funds of the cha,
' Unrestricted fund.
361,719
361,719
' 273.092
Total charlty fun?$
19
273,092
For the year endi
the Companles A
ly
,rel
024 the charity was entitled to exemption from audit under section 477 of
ting to small companies..
1200
Dlrectors, respons
The m8mbe
year in ques
hav
onin
Ino
required the company to obtain an audit of its financial statements for the
rdance with section 476.,
The directors ackno
respect to ac,
ounti
ledge their responsibilities for complying with the requirements of the Act with
g records and the preparation of financial statements.
These financial atatem
companies subjec,
toth
nts. have been prepared in accordance with the provisions applicable to.
all companies, regime,
.These financial st
teme
ts
ere approved by th8 board of trustees and authorised for issue ori
, and are pigned on behalf of the1>08rd by..
Lisa M Brown
Trust88
The
ote
on pago 8 to 14 form part of tho6¢ flnanclal statements.

Case Management Society UK
Company Limited by Guarantee
Notes to the Financial Statements
Year ended 31 July 2024
General infomiation
The charity is a public benefit entity and a private company limited by guarantee, registered in
England and Wales and a registered charity in England and Wales. The address of the registered
office is 206a V￿st Slreet, Fareham, P016 OHF.
Statement of compliance
These financial statements have been prepared in compliance with FRS 102, 'The Financial
Reporting Standard applicable in the UK and the Republic of Ireland,, the Statement of
Recommended Practice applicable to charities preparing their accounts in accordance with the
Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities
SORP (FRS 1021) and the Companies Act 2006.
Accountlng policies
Basls of preparatlon
The financial statements have been prepared on the historical cost basis.
The financial statements are prepared in sterling, which is the functional currency of the entity.
Going concem
There are no material uncertainties about the charity's ability to continue.
Judgements and key sources of 88tlmatlon uncertalnty
In the application of the company's accounting policies, the trustees are required to make
Judgements, estimates and assumptions about the carrying amounts of assets and liabilities that
are not readily available from other sources. The estimates and associated assumptions are based
on historical experience and other factors that are considered to be relevant. Actual results may
differ from these estimates.
The estimates and underlying assumptions are reviewed on an ongoing basis.
Revisions to accounting estimates are recognised in the period in which the estimate is revised rf
the revision affects only that period, or in the period of the revision and future periods if the revision
affecls bolh current and future periods.
During the year, there were no Judgements in applying the accounting policies and key sources of
ests'mation uncertainty which malerially affected the financial ststements.

Case Management Society UK
Company Llmited by Guarantee
Notes to the Financial Statements (Continued)
Year ended 31 July 2024
Accounting policies (contlnuedj
Fund accounting
Fund accounting is applied to any restricted income that is received in the year. The restricted
income is allocated to specific expenditure as per terms of the donor.
Unrestricted funds has no specific requirements of how the incoming resources is to be spent. The
income is used on charitable activities, the costs to generate future funds and day to day support
costs.
Incoming resourc•8
All incoming resources are included in the statement of financial activities when the charity is
entitled to the income and the amount can be quantified with reasonable accuracy. The following
specific policies are applied to particular categories of income-.
Voluntary income is received by way of membership subscriptions and is included in full in the
statement of financial activities when receivable.
Donated ser￿iceS by speakers at the Annual Conference and on study days are not valued by the
charity as they are difficult to quantify. The value of services provided by volunteers has not been
included.
Incoming resources from charitable activities is received in respect of delegate fees and
sponsorship for the Annual Conference.
Income from investments is included in the year in which it is receivable.
Resources expended
Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any
VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates.
Costs of generating funds comprise the costs of dealing with the administration of individual and
corporate membership subscriptions.
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities
and services for its beneficiaries through the Annual Conference and study days. It includes bolh
costs that can be allocated directly to such aclivities and those costs of an indirect nature
necessary to support them.
Support costs are those costs incurred directly in support of expenditure on the objects of the
charity and include project management and include governance costs associated with a) the
general running of the charity, b) meeting the constitutional and statutory requirements of the
charity and c) costs linked to the strategic management of the charity and which contribute to its
future development.

Case Management Society UK
Company Limited by Guarantee
Notes to the Financial Statements (¢ontinu•d)
Year ended 31 July 2024
Accounting policies (continued)
Tangible assets
Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated
depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded
at the fair value at the date of revaluation less any subsequent accumulated depreciation and
subsequent accumulated impairment losses.
Depreciation
Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value.
over the useful economic life of that asset as follows:
Fixtures and fittings
Computer equipment
250/0 reducing balance
330/0 reducing balance
Impairment of fixed asset8
A review for indicators of impairment is carried out at each reporting date, with the recoverable
amount being estimated where such indicators exist. Where the carrying value exceeds the
recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for
possible reversal at each reporting date.
For the purposes of impairment testing, when it is not possible to estimate the recoverable amount
of an'individual asset. an estimate is made of the recoverable amount of the cash-generating unit
to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets
thal includes the asset and generales cash inflows that largely independent of the cash inflows
from other assets or groups of assets.
Flnancial instruments
A financial asset or a financial liability is recognised only when the charity becomes a party to the
contractual provisions of the instrument.
Basic financial instruments are initially recognised at the amount receivable or payable including
any relaled transaction costs.
Current assets and current liabilities are subsequently measured at the cash orother consideration
expecled to be paid or received and not discounted.
Debt instruments are subsequently measured at amortised cost.
Taxation
The charity is exempt from corporation tax on its charitable activities.
10

Case Management Society UK
Company Limited by Guarantee
Notes to the Financial Statements (contlnued)
Year ended 31 July 2024
Limited by guarant80
Case Management Society UK is a company limited by guarantee and accordingly does not have
a share capital.
Every member of the company undertakes to contribute such amount as May be required not
exceeding £1 to the assets of the charitable company in the event of its being wound up while he
or she is a member, or within one year after he or she ceases to be a member.
Charltable actlvltles
Unrestricted Total Funds Unrestricted Total Funds
Funds
2024
Funds
2023
Conference fees and sponsorship
181,676
181,676
126,390
126,390
Other activities
Unrestricted Total Fund8 Unrestricted Total Funds
Funds
2024
Funds
2023
Membership subscriptions
103,547
103,547
91,714
91,714
Investment Income
Unrestricted Total Fund8 Unrestricted Total Funds
Funds
2024
Funds
2023
Bank interest receivable
4,791
4,791
Costs of raising membership subscriptions
Unrestricted Total Funds Unrestricted Total Funds
Funds
2024
Funds
2023
Costs of other activities
25,236
25,236
28,339
28,339
Expenditure on charitable activities by fund type
Unrestricted Total Funds Unrestricted Total Funds
Funds
2024
Funds
2023
Conference fees and sponsorship
Support costs
156,797
19,354
176.151
156,797
19,354
176,151
89,907
26,074
89,907
26,074
115,981
115,981
11

Case Management Society UK
Company Limited by Guarantee
Notes to the Financial Ststements (continued)
Year ended 31 July 2024
10. Expenditure on charitable activities by activity type
Activities
undertaken
directly
Support Totsl funds
costs
2024
Total fund
2023
Conference fees and sponsorship
Governan￿ costs
156,797
8,195
11,159
164,992
11,159
101,369
14,612
156,797
19,354
176,151
115,981
11. Support costs
Total 2024 Total 2023
Staff costs
Premises
Communications and IT
Governance costs
Support costs - Travel
Support costs - Depreciation
5,768
1.546
5.768
1,546
6,428
1,377
11,159
838
43
11,159
838
43
14,614
3,592
63
19,354
19,354
26,074
12. Net Income
Net income is stated after chargingl(crediting):
2024
2023
Depreciation of tangible fixed assets
362
538
13. Independent examinatlon fees
2024
2023
Fees payable to the independent examiner for..
Independent examination of the financial statements
1,320
1,320
12

Case Management Society UK
Company Limited by Guarantee
Notes to the Financial Statements (contlnued)
Year ended 31 July 2024
14. Staff costs
The total staff costs and employee benefits for the reporting period are analysed as follows..
2024
2023
Wages and salaries
48,068
53,570
The average head count of employees during the year was 2 (2023.. 2). The average number of
full-time equivalent employees during the year is analysed as follows..
2024
No.
2023
No.
Number of administrative staff
No employee received employee benefits of more than £60,000 during the year (2023.. Nil).
15. Trustee remuneratlon and expenses
No remuneration or other benefits from employment with the charity or a related entity were
received by the trustees.
16. Tanglble flxed assets
Fixtures and
fittings
Computer
equipment
Total
Cost
At 1 August 2023 and 31 July 2024
Depreciation
At 1 August 2023
Charge for the year
At 31 July 2024
Carrying amount
At 31 July 2024
At 31 July 2023
1.820
22,302
24,122
1.806
21,217
358
23,023
362
1,810
21,575
23,385
10
727
737
14
1,085
1.099
17. Debtors
2024
2023
Trade debtors
Other debtors
11,879
362
16.285
650
12,241
16,935
13

Case Management Society UK
Company Limited by Guarante•
Notes to the Financial Ststements (continued)
Year ended 31 July 2024
18. Creditors: amounts falling due within one year
2024
2023
Trade creditors
Accruals and deferred income
Social security and other taxes
25,147
1,572
826
811
1,620
595
27,545
3,026
19. Analysls of charitable funds
Unrestrlcted funds
At1
August 2023
At
Income Expenditure 31 July 2024
General funds
273,092
290,014
{201,387)
361,719
20. Analy8ls of net assets between funds
Unrestrlcted Unrestricted
Funds 2024 Funds 2023
Tangible fixed assets
Current assets
Creditors less than 1 year
Net a8sets
737
388.527
127,545)
361,719
1,099
275,019
(3,026)
273,092
14