2024-12-31-accounts - The South Atlantic Medal Association (1982) (Sama 82)

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The South Atlantic Medal Association (1982) (SAMA 82)

A Company Limited by Guarantee – formed on 19 February 2007 - Registered Number 06113679 Registered as a Charity on 17 April 2007 – Registered Number 1118842

Patron His Majesty King Charles III

Association Founded by Rick Jolly and Denzil Connick

President: Commodore Jamie Miller, CBE Royal Navy

Honorary life vice-presidents: Malcolm Hunt; Martin Reed; John Philips; Mike Bowles; John Erskine; Kevin Greathurst; Dr Morgan O’Connell; Julian Thompson; Sir James Dutton; Jane Adams; Gordon Mather; Stephen Adams; Nicci Pugh.

Directors as at the 2 April 2024: Thomas Herring, Andrew Lockett, Christopher Howe MBE, Stephen Penfold, Alan Dodsworth, Brian Sherrington, Michael Sherrington, Robin Turk. Directors as at the 31 December 2024 Thomas Herring, Andrew Lockett MBE, Christopher Howe MBE, Stephen Penfold, Alan Dodsworth, Brian Sherrington, Michael Sherrington, Robin Turk

Secretary Joanne Stevens

In 2022, South Atlantic Medal holders were given the freedom of the Falkland Islands and the cities of Portsmouth and Plymouth.

Annual Report

Period 1 January 2024 to 31 December 2024

1. Objectives

1.1. to promote the efficiency of the United Kingdom armed forces and other supporting units by maintaining contact between serving members of the armed forces and members and former members of the armed forces, the Merchant Navy, and other UK units that served in operations in the South Atlantic in 1982;
1.2. to advance the education of the public and members of the armed forces in matters relating to operations in the South Atlantic in 1982;
1.3. to promote good citizenship for the benefit of the public at large by commemorating the contribution made by those United Kingdom participants who died through the action during operations in the South Atlantic in 1982, and by maintaining a book of commemoration and remembrance available on the internet, as a memorial to the personnel and civilians who died in the operations in the South Atlantic in 1982;
1.4. to relieve individuals who are in receipt of the South Atlantic Medal 1982 issued by the United Kingdom for their service in the South Atlantic during the period between 2 April 1982 and the 21 October 1982, and also their dependants, who are in need by virtue of hardship, sickness or old age by:
1.4.1. making grants of money to them or,
1.4.2. providing or paying for goods, services, facilities, or assistance for them or,
1.4.3. making grants of money to other persons or bodies who provide goods, services, or facilities to those in need or,
1.4.4. sponsoring return visits to the Falkland Islands for those in need of relief from trauma or distress caused by their involvement in the 1982 South Atlantic operations.

2. Changes to the Articles and Memorandum

2.1. The Articles and Memorandum of the Association introduced on the 2 April 2022 remains in use.

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3. Chairman’s Report 2024

3.1. On behalf of myself and the Association membership, I would like to congratulate our long serving Trustee and Treasurer, Andrew Lockett Royal Navy, on his well-deserved award of an MBE in 2024. Andrew has served as Treasurer since 2005 when SAMA was simply a club, before being transformed into a Company and Registered charity. He will hand over his treasury role in 2025 but will remain a trustee of the Association.
3.2. An unfortunate event came to light in 2024, of the illegal wearing of the South Atlantic Medal (SAM) with or without Rosette. This concerned a high-ranking police officer. I attended a tribunal over the matter which concluded that the police officer was not entitled to wear a SAM. The Tribunal brought about considerable press coverage, resulting in other instances of the wearing of the SAM, which are now being investigated. The Association takes seriously any allegations and will follow up accordingly.
3.3. The Association platoon paraded at the Cenotaph on remembrance Sunday; there was a good turnout although the long wait to march off tested older legs. The silver lining was that we were highlighted by the TV coverage as we marched toward and past the memorial at Whitehall. Many Association veterans with families met and took lunch within the Union Jack Club (UJC) afterwards, this is a standing event and non-members who are medal holders are welcome to attend.
3.4. The annual general meeting was held in Hull, with the Sunday service in Hull Minster. Our next AGM is to be held at Abingdon in April 2025. Abingdon has service links, being the base for the Number One Parachute Training school prior to the present venue at Brize Norton. The service will be held within the host hotel.
3.5. The Airborne Riders continue to complete the ride of respect in remembrance of those killed in action (KIA) the Association is most grateful for the funds raised and donated to SAMA 82.
3.6. This year we lost two valued contributors to the Association and our Board of Trustees. They were Ann Townsend, trustee between 2010 and 2014 and a mother of a veteran killed-in-action, and the Reverend Brown, deputy chaplain to SAMA and father of a Falkland veteran. May they rest in peace.
3.7. The Association holds five standards, which are available for events on request. These are located around the UK; ongoing maintenance is carried out when required. Member volunteers act as standard bearers; training is available for any member wishing to become a bearer.
3.8. A major revision has been carried out by our diligent office concerning Rules and Regulations, with a review being carried out by trustees. May I thank Joanne and Marie, and the trustees for their assistance.
3.9. Our areas and branches continue to operate in support of the main Association; one branch may be forced to close due to lack of personnel. Although the branch has declared that it has closed there are some outstanding financial matters outstanding for which closure cannot be accepted at this time. Trustees are actively seeking interested veterans who wish to form their own branch for their areas, giving them support and advice, with training, to formulate raising the profile of the Association.
3.10. The Association of Dunkirk Little Ships continues to invite Falkland Veterans to their annual cruise on the River Thames. This popular event is welcomed by our members, and we would like to thank the Dunkirk Little Ships for their support of SAMA 82.
3.11. The Association continues to enhance contact with the new government; we are very grateful to them for the continuing provision of flight places, on an indulgence basis, for veterans to and from the islands via the air-bridge. Veterans in need of comfort from their experience in 1982, are encouraged to return; group visits and family support is encouraged for those who wish to return. The aim is to prioritise those in need and the many first timers, augmented by group leaders and repeat flyers. We are grateful to the Falkland Island Government Office (FIGO) in London who handle the full price flights for non-veterans alongside flights for the Islands citizens . Thomas Herring, Chairman

4. Secretary Report

4.1. 2024 was an extremely busy year for the SAMA 82 office. For many years the Ministry of Defence has provided the concessionary flight scheme. We are grateful for their commitment and support in ensuring that medal holders can travel at a hugely reduced fare. The scheme ran smoothly until later in the year; unfortunately the MoD was only able to offer a limited number of seats from September onwards.
4.2. Much work has been done to improve our website. This is ongoing as we strive to provide comprehensive, accurate and easily readable information and recollection of the Falklands conflict. In 2024 we added a comprehensive library of books written about the conflict and the book of condolence section was improved. We thank Alan Dodsworth for his continuing efforts in maintaining and growing the virtual Garden of Remembrance.
4.3. The SAMA 82 office endeavours to run efficiently and reduce our carbon footprint. We try to ensure that most of the correspondence is digital, and our website is used as an integral part of the SAMA 82 office administration. All applications are now made through a paperless website application process.
4.4. We encourage members to complete a gift aid form , and this can easily be completed on the SAMA 82 website. Gift aid is funded by recovering the tax you have paid on your income to HMRC. So you must be a UK tax payer. It

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allows the association to claim an extra 25% of any donations (If you are a higher rate taxpayer, then the benefit to the association is even greater).

4.5. The SAMA 82 newsletter is published twice a year for members and its beneficiaries. We take this opportunity to remind members that the newsletter is for you; we encourage anyone to submit entries. Whether it be a short story about their time in the conflict, a visit to the islands, an event they are organising or have attended, a poem, a small gallery of images, any fundraising efforts you have completed or organising – it can be anything suitable and relatable for the membership and the many other readers of the newsletter.
4.6. As a charity, we rely on donations. Whether donations are made directly or through volunteers’ collections or via an event sponsorship, such as climbing a mountain or a cycle ride. It is entirely up to you, how you wish to support SAMA 82 by fundraising so whatever your idea is, we’re grateful for your support. If anyone is thinking about raising funds for SAMA 82, please visit the website for further details on how to donate or download a sponsorship form. We also ask that you inform the SAMA 82 office. We can offer you support, and circulate information to beneficiaries.
4.7. Jo and Marie from the office wish to take this opportunity to say “thank you” to all members for their continued support.

5. Public Relations and Charity Liaison

5.1. Media Roundup . Now the 42nd anniversary year of the FI82 conflict, and as in 2023, a reasonably quiet year for SAMA 82 with regard to PR and special large events. Although the usual level of activity has continued within each geographical area, mostly run by regional co-ordinators and assistants, but essentially considerably less attention on the media (national or international) front. There have of course been a few enquiries from UK press concerning various issues that have come to the foreground throughout 2024. However, all enquiries were appropriately dealt with leaving nothing of significance to report that has not already been well documented by the UK press. (e.g. Police Chief Constable, NORTHAMPTONSHIRE, say no more).
5.2. Significant Live Events The 2024 AGM/Dinner weekend took place in the HULL area and went well. Albeit, as expected, the number of attendees was once again down on previous years, in particular, compared to the 40th anniversary in 2022. Although HULL did see a good number of our Merchant Navy members attending the dinner, and in particular the MV NORLAND was well represented.
5.3. The evening raffle and auction that took place during the gala dinner did manage to raise well over £1,000.00. Thank you to all those that very kindly donated items for both auction and raffle. Next year the AGM is to be held in Abingdon, Oxfordshire on Saturday 5 April 2025, all details on the SAMA 82 website. Why not consider joining your fellow SAM holders?
5.4. SAMA 82 was represented by a small fund-raising team at this year’s Silverstone Motor GP in July. A full report of this event can be found in the recent newsletter.
5.5. The UK ‘Ride of Respect’ (RoR) took place across the UK again this year and in a similar format to 2023. The event saw many simultaneous rides across the UK over a given period, where the Airborne Force Riders, and many others, were well supported with many turning out along local RoR routes and remembrance venues. Well done to all that organised, took part and to those that supported this annual fund raising and remembrance event.
5.6. The annual service of remembrance was once again held in June at the Pangbourne Chapel; this was once again very well attended with high numbers of SAM veterans and families amongst many distinguished guests.
5.7. As in previous years, throughout 2024, many local events took place across the UK; many of these were reported in the newsletters of 2024; please read the newsletters for further information. Well done to all those who gave their time to organise these events which of course are often run as fund raisers for SAMA 82. Thank you.
5.8. Remembrance Weekend 2024 Although numbers were down again this year, the turnout for the traditional remembrance Sunday parade at the Cenotaph had just over 100 SAM veterans marching and all in fine spirit! The weather was reasonably kind to us, and all ‘survived’ the very long wait on Whitehall to parade past the Cenotaph at the very end of the march past. However, we did manage to attract excellent coverage on the live BBC streaming for national TV.
5.9. Post parade, SAMA 82 members and families attended a post parade luncheon at the Union Jack Club where we were joined by Richard Hyslop (Falklands Island Government Office London).
5.10. Summary 2024 has been a satisfactory and successful year essentially due to our events, support initiatives, and community engagement, where we have continued to honour and support our veterans and families. We look forward to building on these achievements in the coming year.

6. Pilgrimage, statistics and Report

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6.1. The trustees are looking into a scheme that helps to cover some of the costs of administering the flight applications. The office costs for each flight is generally in excess of £50.

6.2.

	A	B	C	D	F
	Total Applications Received	Concession Fare Total Successful	Concession Fare Total Not successful	Applicant withdrawal	No Flight Available
2012	227	203	24	19	5
2013	132	114	18	13	5
2014	85	62	23	19	0
2015	114	93	21	18	3
2016	171	102	69	27	42
2017	201	144	57	22	35
2018	173	55	118	18	26
2019	172	68	104	22	15
2020	196	21	175	9	136
2021	97	0	97	0	97
2022	233	65	169	37	1
2023	205	142	63	56	7
2024	247	153	94	29	65

6.3. A – Total number of concessionary flight applications received at SAMA office.
6.4. B – Number of flights that were purchased through the SAMA 82 concessionary flight scheme.
6.5. C – Number of applications where no concessionary flight was purchased (A - B). C also equals D+F
6.6. D – Number of applications cancelled by applicants. (included in C)
6.7. The association is grateful to the Ministry of Defence for giving beneficiaries access to flights to the Falkland Islands over past years.

7. Cenotaph Remembrance and Lunch

7.1. Representation at the National Remembrance at the Cenotaph was well attended by Association beneficiaries with approximately 138 veterans or next of kin of those killed in action marching in the SAMA platoon.
7.2. On completion of the parade, 42 participants retired to the UJC for a lunchtime reception.

8. Data Protection

8.1. Trustees produced procedures and arranged compliance of the relevant data protection regulations. This will continue to be expanded and tested against the requirements.
8.2. The trustees maintain the following:
8.2.1. A risk assessment quantifying the severity of consequences and the likelihood of breach.
8.2.2. Identification of classes and individuals of data holders and classes of data held.
8.2.3. Identification of classes of data subjects associated with the risk classification and identifying the heading under which the data is held – consent, contract, legal obligation, vital interests, public interest, legitimate interest.
8.2.4. Procedure identifying the measures necessary to minimise risk, control and protect data, create the relevant expertise, assess through audit the compliance and short-comings and the reports required for trustees and annual reporting.
8.2.5. Trustees have produced and published a privacy statement for the website. This privacy statement was also published in the newsletter.
8.3. In 2024, the Association was reported to the Information Commissioner. The report alleged the non-compliant publication of material about individuals, who had received unauthorised payments from the FVF charity, within the SAMA 82 spring newsletter for 2024. The 2024 Spring edition of the SAMA Newsletter identified payments to an FVF trustee and a connected person (the trustee’s wife). The information published was taken directly from the annual reports contained on the Companies House web site. The Association submitted a defence for the publication of the

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information, and this was accepted. The information commissioner’s office informed the Association that “it has no case to answer”.

9. Web site and Social Media

9.1. Website:

9.1.1 The website was moved to a new host platform in July 2024. The migration took some 2 days to complete with the minimal disruption to users/visitors.

9.1.2 Since that time, it has proved to be a much more stable platform with zero downtime/outages.
9.1.3 It has 1391 registered users, an increase of 18% on 2023.
9.1.4 Our online Garden of Remembrance (GOR) continues to flourish, with only 9 of the 258 tribute pages not showing any data. Our Webmaster continues to search for data from certified/official sources.

9.1.5 In May & June 2024 our Webmaster worked in conjunction with the IT team at Pangbourne College to install a large touchscreen computer in the Falklands Memorial Chapel which runs our GOR 24/7. This allows all visitors to easily navigate the pages to learn more about the 258 Servicemen and Civilians that were lost in 1982. We are pleased to inform you that this continues to work well.

9.2. Social Media
9.2.1 Our Facebook continues to grow. This is restricted to members only and allows two-way communication between members and the Association.
9.2.2 It currently has 1589 Registered users, a 4% increase on 2023.
9.2.3 Posts are monitored electronically, as well as manually by Office Staff and Trustees.

10. Health, Safety and the Environment

10.1. Code of Practice (COP) The purpose of the COP is to define the association’s commitment to ensure, as far as is reasonably practical, that the H & S of the membership, our staff and representatives, visitors, partners and others associated with our activities is paramount to the Association. It also commits the association to the minimisation of any environment outcomes of its activities.
10.2. Statement of Intent SAMA trustees believe that H & S and environmental issues are a high priority governing the way the Association conducts its activities. Our aim is to conduct our activities in a structured manner to protect the H & S of our staff, members, third parties and the environment. Where existing standards are set by similar oganisations our goal will be to match or exceed their performance.
10.3. Points to note:
10.3.1. Regional Coordinators and Area Representatives appraised of policy.
10.3.2. Suppliers and Partners in collaboration were made aware of the policy.
10.3.3. Recognition of the H & S policies of others and adherence to by ourselves.
10.3.4. Office and Meeting Room professionally safety assessed and recorded.
10.3.5. Display Screen Equipment (DSE) assessments carried out annually.
10.3.6. Emergency procedure maps produced and available for meeting attendees.
10.3.7. Health & Safety is a permanent agenda item at Trustee meetings.
10.3.8. SAMA 82 staff office furniture ergonomically assessed and updated to meet current staff needs.
10.4. Michael Sherrington is the trustee with special tasking for health, safety and the environment.

11. SAMA 82 AGM Weekend 2024

11.1. The 2024 AGM took place over the weekend of April 5th - 8th and was held in Kingston-upon-Hull at the Mercure Hotel. Hull is significant to many of the association members as a number of the STUFT vessels (Ships Taken Up From Trade) were based there along with their crews and families.
11.2. On Sunday the attendees travelled to the centre of Hull in a double decker bus decorated in full Falklands remembrance livery to join the local congregation at Hull Minster for the opportunity to remember those KIA during the 1982 conflict. Hull Minster contains many fine examples of 17th century medieval brickwork, is Britain's largest Parish Church and contains many references to the City's seafaring history, making it an excellent location to remember and reflect.

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11.3. The details of the AGM itself are well documented and following the formal elements of the meeting there was an open forum during which the future plans for Liberty Lodge were presented by Falkland Islander Brain Summers. The open forum remains a great opportunity for members to raise questions in person or remotely and to air points of view.
11.4. On Saturday evening dinner and entertainment were enjoyed by all and the combined raffle, auction and other incidental income raised a significant sum for the Association coffers. General feedback from those attending was positive and we look forward to getting together at the Hilton, Abingdon in 2025.

12. Activities

12.1. The Association engages in the following activities.
12.1.1. Sponsoring pilgrimages to the Falkland Islands to enable beneficiaries to come to terms with any PTSD or other emotional issues caused by their participation in the conflict.
12.1.2. Publishing a regular newsletter to all on the address list so that veterans can keep in touch with fraternity organizations, veterans, and the armed forces of today.
12.1.3. Maintaining and developing a web site with information about the association and the conflict.
12.1.4. Maintaining memorials at the NMA and a virtual garden of remembrance on our website in commemoration of those who died.
12.1.5. Maintaining a welfare structure so that those in need can be given access to the appropriate service charity or service support network.
12.1.6. Maintaining and developing a list of relevant memorials regularly updated to cover mainly the United Kingdom and the Falkland Islands.
12.1.7. Providing grants for South Atlantic veterans and dependants in need and for beneficiaries in need of immediate cash during an unforeseen crisis.
12.1.8. Running a regional structure to reach out to beneficiaries though local contacts.
12.1.9. Providing marked products to enhance the camaraderie of beneficiaries, project the work of the association and the lessons learned from the conflict.
12.1.10. Parading SAMA standards at armed forces events, public events and private funerals.
12.1.11. Presenting displays and materials at armed forces days and other armed forces and military events across the United Kingdom.
12.1.12. Office open hours are 10am to 1pm Monday, Tuesday and Thursday – Targeted at the association beneficiaries, it also welcomed other veterans who may wish to support the association and its objectives. We encourage beneficiaries to prioritise contacting the SAMA 82 office by email. The association secretary is available outside these times for cases of emergency.

13. Fund Raising Arrangements

13.1. The association has the following key fund-raising sources:
13.1.1. Initial membership fee of £10 per applicant which gives membership for life in accordance with the membership rules.
13.1.2. Membership fees for associate membership and honorary membership as set by the trustees and it is a one-off fee for life.
13.1.3. Investments mainly within “The BlackRock Armed Forces Charities Growth and Income Fund.
13.1.4. Just giving arrangements.
13.1.5. Membership donations.
13.1.6. Corporate donations and grants from other charities.
13.1.7. Other donations from those with an interest in the work of the association or the history and development of the South Atlantic.
13.1.8. Sales from the shop run from the office.
13.1.9. Collections at armed forces events in combination with a display of the association’s activities.
13.1.10. Local branch organised fundraising.
13.1.11. The HMRC provision of gift aid.
13.1.12. Trustees monitor and regulate fund raising activities and require a business plan for each project arrangement.

14. Achievements 2024

14.1. Sold £1942.57 (1981.69) of marked products to veterans and others.

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14.2. Provided welfare grants of £4920 (£250)
14.3. Paraded the standard approx. 14 times (plus 9 funerals).
14.4. Membership numbers. SAMA 82 currently has 4607 (4486) members.
14.5. New members in 2024 is 110 (129).

15. Made representation at the following events

15.1. SAMA 82 Annual General Meeting
15.2. Pangbourne Remembrance Service (person)
15.3. Remembrance Parade, Cenotaph London. Approximately 138 members participated.
15.4. Remembrance Day Service, Edinburgh
15.5. Remembrance Day Service, Glasgow
15.6. Ride of Respect Memorial Visits (UK wide & Falkland Islands)
15.7. Flag Raising Service, Plymouth
15.8. Association of Dunkirk Little Ships Veterans Cruise
15.9. Veterans Reunion Florida, USA Branch
15.10. Liberation Day Service in Portsmouth
15.11. Liberation Day in Plymouth
15.12. HMS Coventry Reunion
15.13. HMS Fearless Reunion
15.14. SAMA 82 Havant Branch Gala Dinner
15.15. SAMA 82 Scotland Branch AGM & Dinner
15.16. Birmingham Military Tattoo
15.17. Two separate D-day 80 Services in Plymouth
15.18. HMS Brilliant Reunion
15.19. Bridport Garden Centre
15.20. Sherbourne Garden Centre
15.21. Falklands Resistance Memorial service at the National Memorial Arboretum
15.22. Armed Forces Day – Plymouth, Weymouth, St Neots, Eastbourne
15.23. Silverstone Grand Prix Veterans Village
15.24. Bench Rededication Service in Plymouth
15.25. Eden Camp Falklands Service
15.26. Royal Hospital Chelsea Veterans Day
15.27. Liberation Day Service Chorley
15.28. Camping & Caravan Branch meetings
15.29. HMS Intrepid Reunion
15.30. Merchant Navy Day Service
15.31. HMS Invincible Reunion
15.32. Buckingham Palace Garden Party (TNF)
15.33. Motorhome Shows for charities – Newbury, Norwich & Malvern

16. Wider Maritime Community

16.1. The association is very keen to ensure that the Merchant Navy is a key participant in the association’s governance, activities and benefits. We don’t doubt that there is a cultural difference based on the purpose of the military and the trading purpose of the Merchant Navy. The recognition is marked by the sacrifices of the merchant seamen in the two world wars that continued into the South Atlantic Conflict. Indeed, the conflict and its outcome would not have been possible without the support of the STUFT ships and their compliments. Whilst outnumbered in persons by the military the merchant fleet outnumbered the military in ships. We continue to treasure the support, expertise and innovation of the merchant fleet and their courageous crews. Merchant men and women, you will not be forgotten; we value your full and equal participation in our association.

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17. Financial Review (values in brackets for 2023).

17.1. The Association finances are in good shape. The accounts made some significant gains of around £38,000 in our reserves but of course lost out to inflation. The stock market has reached some sort of plateau and is reluctant to move forward with all the uncertainty and instability in the world. SAMA has a five-year cycle. We reach a peak of activity, donations and spending in years ending with a two and a seven. After these years there is a rapid decline in income from charitable sources and from the generous gifts of members, a slowing of spending, and a reduction in applications for membership. This report is for a year ending with a four and as predicted the pace of financial activity has fallen. Our banked and cash assets, for central funds, at the end of 2024 were £522,816.91 (£484496.51 Last year) a gain of £38,320.40.
17.2. The accounts of branch funds are reasonably stable with a couple of issues. Sadly, the Christchurch treasurer has died and there are only fragments of the financial records. Our latest information is that the branch was closing down and the funds were in the state of run-down. You will note therefore that the Christchurch branch balance has been reported as a zero and the branch has closed. It is the treasurer’s moment to thank the fund raisers and treasurers of the funds for Scotland, Camping and Caravan, Havant for their dedicated work.
17.3. The financial summary is distributed around the room as are the Statement of Financial Position
17.4. After a difficult emotional year, a troublesome HSBC bank, Alan Dodsworth and myself will be operating together as treasurers until such time as Alan is happy to go solo on the finances of the association.
17.5. The association is committed to and pays wages above the national living wage. We normally enjoy employment allowance that keeps us free from employer national insurance payments.
17.6. The SAMA 82 procedure “FinanceArrangement-04” is the in-house document covering the procedure for the management of the association funds. This document was last revised on the 19 August 2024.
17.7. Total incoming funds for the central funds for year 2024, £91,045.85(£64,402.12) includes investment gain or loss.
17.8. There are a number of sources of donations, and they are as follows for financial year 2024:
17.8.1. Members’ donations: £17010.22 (£15,385.32).
17.8.2. Corporate donations and grants: £235.00 (£1615.28).
17.8.3. Grants from other charities for year: £0 (£0)
17.8.4. Other donations not within the descriptions above were £27524.01 (£17641.88). The association was again particularly grateful for the ride of respect which aggregated a very large donation to the association.
17.9. Our investment with BlackRock increased by £36,579.48 (£16973.53).
17.10. Gift aid claim for 2024 £4163.57 (£2526.27)
17.11. Sales from branded items realised £1942.57 (£1981.69) and stock costs were £6610.00 (£3797.04). The shop has always run at a loss, but it achieves our promotional aims, despite the additional office cost involved. It does provide the opportunity to bring recognition of SAMA 82 by the branding.
17.12. Subscriptions – for the purpose of joining the Association totalled £400 (£890).
17.13. Total central outgoing funds were £52724.96 (£55440.03)
17.14. Office costs including NI, tax, wages, pension, premises costs, routine office costs such as stationery and improvement of equipment and lighting £34179.36 (£32071.20)
17.15. The inspector of accounts Mr Timothy Parrott kindly gave his services free of charge. Mr Parrott has agreed to inspect the accounts for 2025. We extend our gratitude to Mr Parrott for his dedicated service.
17.16. Trustees have trimmed the number of restricted funds with three now remaining. These are the Falkland Families fund, The NMA memorial fund to maintain the memorial, and the Sea front bench fund. Being funded mainly or completely from general funds the pilgrimage fund, HMS Sheffield fund, Memorial Sunday Lunch Fund have been closed as these have either been embodied with the general fund as they are largely funded by the general fund and never have a positive annual balance.
17.16.1. Memorial – The memorial at the National Memorial Arboretum was funded by kind donations from service charities, veterans of the South Atlantic conflict and other supporters at a cost of over £60,000. It was dedicated in 2012. A residue of £12963 (£12,963) is available for continued maintenance.
17.16.2. Falkland Families Association FFA – money for SAMA to disperse under a written agreement with the FFA and their legacy officers. £8709.70 (£11109.70) remains from this fund which is open to application from former FFA members for travel to and from the Falkland Islands.
17.16.3. The sea front bench fund for the Falkland Islands - £1345.07 (£1185)
17.17. The office is rented premises from Torfaen Council and provides a compact office sufficient for needs. It also provides an excellent meeting room, office, storeroom with attached kitchen.

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17.18. Apart from the memorial at the National Memorial Arboretum, no property is in the ownership of the association or is or has been held in the names of trustees. The status of the memorial is that it was built and paid for by the association on land gifted for the purpose of holding memorials. Whilst this structure has little expectation of being sold it remains an asset and the association’s responsibility. It is in the interest of the Association to maintain it in good condition and apply a notional valuation.
17.19. Inflation reduced the association’s monetary assets by an estimated value of about £14,000. However, the use of generally available inflation figures, which are normally targeted at domestic consumption, cannot be reliably used for the spending pattern of the association.
17.20. Recurring annual charges, such as insurance, are expensed on payment provided they are less than £1000.
17.21. Strengths, weaknesses, opportunities, and threats
17.21.1. Strengths: The association has had a stable income over the last few years, and this has matched the outgoings closely. The trustee body works well, and the association has an excellent and well-motivated office staff. The Association updates suitable procedures for its operation and has the support of major service charities that provide guidance, advice, and a forum for expressing concerns the charity may have. The area, regional and branch system works well, although it has come under some strain lately. The association is always short on numbers for local leadership.
17.21.2. Weaknesses: The association sees that the wider participation of the veterans is a weak point but, without doubt, the various events that are staged, and to which SAMA 82 sends representatives, always attracts veterans from the conflict, some of whom have never heard of the association. The association donations are cyclical with bursts of income every five years. Trustees are frequently reminded of the aging and losses amongst the older participants of the association.
17.21.3. Opportunities: To carry on some of the work of the FFA and to use the funds made available for the effective benefit of the wider South Atlantic Family. The FFA fund agreement specified that the residual funds shall be transferred to the general fund for SAMA use ten years after they were originally transferred to SAMA 82 in 2023. With covid affecting this early agreement the time period has been extended to twelve years (2025).
17.21.4. Opportunities: The charity also foresees the growing need to support the elderly, rather than the pilgrim, and to fortify its trustee board with non-veterans to ensure its continuation until the 14 June 2042. It has already started to lay provision for this change although discussions are ongoing about extending the life of the association by ten years.
17.21.5. Threat: The MoD allows the South Atlantic veterans to use spare seat capacity on their regular flights to the Falkland Islands thus lowering the cost of making a pilgrimage to the islands. This is a much-appreciated privilege, and it is greatly treasured by the association. If this facility was closed to the association, it would clearly be a huge set-back for the organization and for those in need of help. Unfortunately, such decisions are often embedded in political expediency, and it will be difficult for SAMA to influence outcomes. Nevertheless, we continue to talk harmoniously with the Minister for Veterans over the continuation of this much appreciated facility and, so far, the MoD has taken great care to enable best use of the flight facility by South Atlantic veterans.
17.22. The Association has a further 18 years of expected life and should wind up on the 14 June 2042 in recognition that those who served in the conflict, and still alive, would be under the care of other viable arrangements. It recognizes the need to reduce and exhaust financial reserves towards the end of its life. Discussion is underway over whether the descendants of the medal holders would wish to continue the existence of the association by making changes to the objectives appropriate to the changing purpose at a time around 2042.
17.23. Where a restricted fund is materially in deficit fund allocations are made at the start of the ensuing financial year to offset the deficit.
17.24. The financial accounts and documents were sent to the inspector (Mr Timothy Parrott) on the 16 February 2025. Mr Tim Parrott emailed his approval of the accounts on the 20 March 2025
17.25. Three branches, Caravan and Camping, Scotland, and Havant manage their own funds which are inspected prior to the SAMA 82 AGM. Their funds are managed and accounted for in accordance with the articles and memorandum of the association and are included in the statement of financial position summarising the assets and liabilities of the association. The trustees maintain a document defining the rules associated with the running of branches which is periodically updated.
17.26. Unfortunately, the Christchurch branch has decided to close following the death of the treasurer and the inability to assemble an active management committee.
17.27. The association is grateful for the hard work of Timothy Parrott who has inspected the accounts.
17.28. Trustee remuneration: No payments were made to trustees except those permitted for the payment of out-ofpocket expenses mainly on travel, subsistence and accommodation.

18. Structure

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The South Atlantic Medal Association (1982) (SAMA 82)

18.1. The original governing documents are the articles and memorandum of the company originally set up on the 19 February 2007. These governing documents have been updated firstly to enable the use of remote meetings and secondly to update the objectives and improve the readability of the rules and legal requirements. Both improvements were approved by the Charity Commission and Companies House in 2021-2022. The articles and memorandum were approved by the membership at the AGM 2022 and brought into effect on the 1 June 2022. The charity is set up as a private company limited by guarantee and is registered with the charity commissioners. The guarantee requires, in the event of the association winding up with liabilities, each member to pay £1 to defray the liability.

19. Governance and Trustees

19.1. The trustees are selected or proposed and then democratically elected by members from armed forces veterans, merchant navy, serving armed forces, retired people, and associated civilians. Candidates need an interest in and an understanding of the South Atlantic and its very special features. Some potential trustees take part in the regional networks and are elected on the basis of aptitude, interest and willingness to undertake the duties of a trustee. Training is organized to ensure that new trustees are properly informed so that they understand the duties, responsibility of trustees and range of qualities required within the governing body. Trustees have a duty to ensure that trustees are fit and proper persons to carry out the task of managing the charity and that any shortfall in meeting this standard is identified and appropriately managed. Candidate trustees offer themselves for election at the AGM. Trustees have the power to co-opt new trustees between successive AGMs. The upper limit of trustee numbers is nine.
19.2. From the 14 June 2017 associate members gained full voting rights alongside full members.
19.3. At each AGM no fewer than three trustees must step down and may offer themselves for re-election.
19.4. The training undertaken includes:
19.4.1. The read list of SAMA documentation and COBSEO sources training notes.
19.4.2. Where possible trustees attend training courses provided by COBSEO or legal teams on their behalf.

20. Management

Chairman Tom Herring Treasurer Andrew Lockett, Secretary & Newsletter editor Jo Stevens, Governance & documentation Andrew Lockett, Alan Dodsworth, Jo Stevens AGM planning Stephen Penfold Annual Report collation Andrew Lockett Welfare Joe Erskine (Non trustee) Social media Marie Hurcum/Alan Dodsworth Areas/Branches Robin Turk Public Relations Chris Howe Pilgrimage/NMA PR Chris Howe Concessionary Flights Tom Herring Expenses & reimbursement. Andrew Lockett Appeals/Tribunals. Tom Herring Office Management. Brian Sherrington Liaison with other Charities Robin Turk/Tom Herring (Pangbourne) Data Protection Joanne Stevens/Alan Dodsworth Health, Safety & Environment. Michael Sherrington Safeguarding Jo Stevens Website/Garden of Remembrance. Jo Stevens/Alan Dodsworth Newsletter compiling Marie Hurcum (employee) NMA Memorial Joanne Stevens/Chris Howe Finance Committee. Andrew Lockett/Jo Stevens/Tom Herring /Brian Sherrington/Alan Dodsworth Seafarers / ABF Liaison Tom Herring Equal Opportunities. Alan Dodsworth Grant Management Committee. Brian Sherrington/Chris Howe/ Robin Turk World-wide South Atlantic Memorials Marie Hurcum Collaborative events (Airborne Riders) Tom Herring/Chris Howe

21. General Organisation

19.1 The charity has two part time employees who run the office and the day-to-day activities of the association. The key employee is the Secretary of the Association. The Secretary is assisted by an office assistant. The office is open to the public weekly between 10am to 1pm on Monday, Tuesday, and Thursday.

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The South Atlantic Medal Association (1982) (SAMA 82)

19.2 There are three categories of member: full, associate and honorary. A procedure defines the democratic rights and duties of members. A joining fee of £10 is requested on joining. No further fees are mandatory.

19.3 In order to maintain good communication with the public, beneficiaries and members, the association has provided a new website which is maintained and continually improved to meet the needs of beneficiaries.

22. Regional Arrangements & other Charities

22.1. Association’s objectives and fraternity:

Yorkshire and Derbyshire – Tim Lewis
Lincolnshire and Nottinghamshire – Vacant
Lancashire, Cheshire, Merseyside, Manchester and Isle of Man – Vacant
SAMA 82 Scotland Branch – Don Clark
Staffordshire, Shropshire, Herefordshire, Worcestershire, Warwickshire and W/Midlands, - Vacant
Kent, Sussex, Surrey and London – Robin Turk/Eon Matthews
Cambridgeshire, Northamptonshire, Bedfordshire, Hertfordshire, Essex, Norfolk and Suffolk – Nick Nicholson
Hampshire, Isle of Wight, Berkshire and Wiltshire - Vacant
Dorset and Somerset – Tony Powell
Devon and Cornwall – Roger Weale
Oxfordshire, Middlesex Gloucestershire and Buckinghamshire – Tim Parrott
Cumbria, Northumberland Tyne & Wear and Durham - Vacant
North Wales – David Jones
South Wales, Hereford - Vacant
Guernsey and Jersey – Tim Slann
SAMA 82 Camping & Caravan Branch – Terry Beddoes
SAMA (82) HMS Sheffield Branch - Vacant
SAMA (82) Havant Branch – Phil Bundy
22.2. Overseas Representatives:
Spain & Portugal – Stephen Bland
Scandinavia – Graham Cordwell
Australia – Andy Brayshaw
Falklands Islands – Gary Clement
United States of America – Keith Douglas
22.3. The following Organisations have a close charitable relationship with the Association:
ABF The Soldiers Fund: Former holder of South Atlantic Fund Money and a supplier of grants to the Association.
Seafarers: Supplier of grants to the Association.
The Not-Forgotten Association. This association has been very generous to individual members of the association in providing hospitality and entertainment.
The Royal Navy and Royal Marines fund.
SAMA Falkland Islands: Operates to support SAMA visitors and the islanders.
Combat Stress: Organisation that provides professional treatment for persons suffering from PTSD.
Armed Forces Common Investment Fund (BlackRock) changed its identity to the BlackRock Armed Forces Charities Growth and Income Fund: An investment scheme for service charities to pool spare resources into one managed fund that benefits from scale. The whole fund is estimated to be about £315 million and in which SAMA is but a small participant.
COBSEO: Confederation of British Service Charities who provide information, guidance, training and top- level connections for Service Charities.
Royal Chelsea Hospital.
Falkland Islands Government
Ministry of Defence
SSAFA : Processes welfare and grant applications for beneficiaries.

23. Governance Documentation

23.1. These are available on application.
23.2. The Charity is managed under a several procedures which defines the processes to be followed. Procedures are authorised by trustees, published electronically, and reviewed periodically for update.
23.3. Most policies were fully reviewed during 2024.
23.4. Document Name and date authorised

Spend Algorithm 19.8.24

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The South Atlantic Medal Association (1982) (SAMA 82)

Reimbursement of expenses 2.9.24 Financial Arrangements 19.8.24 Regional Co-ordinators 2.9.24 Branch Rules 2.12.24 Association Structure and Organisation 19.8.24 Conflict of interest 30.9.24 Company Objectives 16.9.24 Safeguarding Vulnerable Adults 30.9.24 Membership Rules 14.10.24 Data Protection Policy 14.10.24 Staff Handbook 2.9.24 Records - Retention & Destruction 30.9.24 Relationships Argentine Veterans 28.10.24 Complaint Procedure 14.10.24 Volunteers 28.10.24 Equal opportunities 28.10.24 Privacy Statement 28.10.24 Social media (new) 2.12.24 Bullying (new) 11.11.24 Presidents and Honorary Vice Presidents 16.9.24 Trustees 11.11.24 Whistleblowing 11.11.24 27 Concessionary flights 11.11.24 Asset management 2.12.24

24. The SAMA memorial at the National Memorial Arboretum Staffordshire

24.1. NMA Memorial - The SAMA 82 Memorial at the National Memorial Arboretum in Staffordshire, is designed to reflect the Falklands Islands' landscape. The main memorial is a 7ft (1.92m) curved wall made from Cotswold stone. Rocks given from the Falkland Islands landscape have been placed around the curved stone wall. The memorial wall itself is modelled on the larger cemetery in San Carlos Bay. The site also features two benches and several granite plaques on rocks taken from the Falklands. The memorial was officially unveiled at the SAMA 82 AGM Service 2012.

25. Reference and Administrative details

25.1. Name of Charity: The South Atlantic Medal Association (1982) (SAMA 82).
25.2. Patron: His Majesty King Charles III.
25.3. President: Commodore Jamie Miller CBE Royal Navy.
25.4. Short Name: SAMA 82.
25.5. Charity Number: 1118842.
25.6. Company Number: 06113679.
25.7. Registered Office and Principal Office: Unit 25 Torfaen Business Centre, Panteg Way, New Inn, Pontypool, Gwent, Wales NP4 0LS.
25.8. Directors as at the 2 April 2024: Thomas Herring, Andrew Lockett, Christopher Howe MBE, Stephen Penfold, Alan Dodsworth, Robin Turk, Brian Sherrington, Michael Sherrington.
25.9. Directors as at the 31 December 2024: Thomas Herring, Andrew Lockett MBE, Christopher Howe MBE, Stephen Penfold, Brian Sherrington, Michael Sherrington, Alan Dodsworth, Robin Turk
25.10. The above were also Trustees of the charity during the same periods.

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SAMA 82

The South Atlantic Medal Association (1982) (SAMA 82)

A Company Limited by Guarantee – formed on 19 February 2007 - Registered Number 06113679

Registered as a Charity on 17 April 2007 – Registered Number 1118842

Patron His Majesty King Charles III

Association Founded by Rick Jolly and Denzil Connick President: Commodore Jamie Miller, CBE Royal Navy

Secretary Joanne Stevens

In 2022, South Atlantic Medal holders were given the freedom of the

Falkland Islands and the cities of Portsmouth and Plymouth.

Short Annual Report - Period 1 January 2024 to 31 December 2024

Andrew Lockett was the treasurer throughout 2024 .

Information within this report refers to the accounting year 1 Jan 2024 to 31 December 2024 unless otherwise stated .

Accounts maintained

Account A HSBC - Current Account Account B HSBC - An account linked to paypal Account E. Account C HSBC - A deposit account. Account D BlackRock - An investment account with the Armed Forces Charities Growth & Income A Acc used by many armed forces charities.

Account E A paypal account; collects donations, sales payments and makes payment of web costs. Account F An emergency cash fund of £100 retained for rapid supply of cash to beneficiaries.

Records: The accounts were kept using spread sheets and were inspected by Timothy Parrott.

Income

The income of the association comes mainly from membership donations, non-member donations, corporate donations, grants, investments with the Armed Forces Charity Growth and Income A Accumulation and sales. The association is grateful to all persons who donate to the purposes of the association, in particular, those who do so regularly through the direct debit or other schemes.

Where donations are given for specific purposes, the amounts are accounted for in a restricted fund and a running total maintained. The following dedicated money is accounted for, other categories are introduced where necessary:

Pilgrimage ongoing, Whitehall Remembrance parade and Lunch, Memorial ongoing support and maintenance, FFA Fund, Falkland Islands Harbour Front Benches, Specified short term projects.

Members’ and others’ donations remain confidential.

Travel, Subsistence, reimbursement payments to or for Directors, Trustees, Employees, Supporters and Post Holders

Tim Parrott £332.22; Tony Powell £287.81; Marie Hurcum £62.40.

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SAMA 82

The South Atlantic Medal Association (1982) (SAMA 82)

Sales from SAMA Shop

The shop, by its promotion of the association, is always non-profit making. We thank the office for the considerable work required to maintain the shop.

Web site

The web site has settled down and has not required significant expenditure except to populate and maintain it.

Insurance

Policy Bee Ltd was selected for our insurance in November 2024; the premium increased slightly.

Branch Accounts

At the end of 2023 SAMA had five branches: Camping and Caravan, Scotland, Christchurch, Havant and HMS Sheffield. The HMS Sheffield branch, which had raised a significant sum of money, became inactive and was deemed closed with the balance embodied in the general fund at the start of financial year 2024. During 2024 the Christchurch branch folded with a zero balance. Each of the remaining branches maintains their own inspected accounts which are entered on the Association’s Statement of Financial Position. The trustees extend their thanks to the treasurers of these funds.

Company property and wealth

A property record is maintained, and appreciation and depreciation are calculated annually and entered on to the balance sheet. This provides a necessary record of “ownership”, value and the location of SAMA property.

End of year balance (Central Funds)

Our end of year cash balance (Money in bank and investments) for central funds including restricted funds was £522,816.91 (last year £484,496.51) a gain of £38,320.40

Submission to Companies House and Charity Commissioners

The association secretary carries out the functions of reporting statutory and obligatory information to Companies House and the Charity Commission. This was carried out successfully for 2024.

Grants

The association continues to make grants for those in need and for the wider benefit of the beneficiaries. This money comes from the general fund and the FFA money which has been placed in our care.

Summary

Membership growth continues at a slower volume.

Associated Documentation

Full report – long report, statement of financial position – (balance sheet), summary & income and expenditure – table, stock assessment and valuation, asset list