## **Annual Report Year ending 31st March 2023**
**Bournemouth, Poole & Christchurch**
## **Message from our Chair**
**This has been a strong year for Relate amid challenging times for the UK and the local community we serve. Everyone in the team has felt the impact of the rapid change in supply and demand of services as we adapt to the needs of the community and the resources we have available. You have all more than risen to this challenge.**
**Our investment in fundraising and marketing has paid off, as we secured a large amount of funding that is already making a difference for many. We’ve seen a solid rise in the demand for face-to-face sessions and opened the centre to accommodate.**
**Myself and the Board continue to have huge confidence in the Relate team, our volunteers, counsellors, supervisors, leadership and admin heroes. Great work everyone, you’re a part of something to be proud of.**
**The trustees present their report and financial statements for the year to 31st March 2023 which are also prepared to meet the requirements for a directors’ report and accounts for Companies Act purposes. The financial statements comply with the Charities Act 2011, the Companies Act 2006, the charitable company's memorandum and articles and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities issued on 16 July 2014 (SORP 2015 (FRSSE).**
## **Our Mission**
**To enhance the quality of couple and parental family relationships**
**To help relationships, marriages and civil partnerships withstand the pressures leading to breakdown**
**To help make living, working and being with other people, a better experience for our clients, at every stage of life**
**To limit the damage which commonly accompanies failing relationships, separation and divorce and increase the prospect of subsequent relationships succeeding.**
**To deliver services with cultural sensitivity and without discrimination. To operate fully within an equal opportunities policy and promote anti-discriminatory practice.**
## **Our Values**
## **We believe...**
**We are focused on the needs of clients and communities and we encourage continuous improvement and development**
**Our service delivery demonstrates excellence in practice, inclusiveness and respect for clients, stakeholders, employees and volunteers**
**An individual’s physical well-being, emotional and mental health benefit from a committed relationship.**
**Children thrive in families where relationships are positive and free from destructive conflict**
**People gain from an understanding of their sexuality**
## **Performance**
**This Annual Report examines what we have achieved and the outcomes of our work in the previous 12 months. The report looks at the success of our key activities and the benefits they have brought to the people we are set up to help. It helps us ensure our activities remain focussed on our stated purpose. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit to ensure our previous and planned activities will contribute to the aims and objectives we have set.**
## **Service Delivery**
This year, we have increased our charitable offer, with up to 50% of our counselling sessions being partially or fully funded. We have re-launched our mediation service and reached record levels of schools-based service delivery for our Charity.
## **Clinical Standards**
Our Relate centre is an organisational member of the BACP, adhering to their ethical guidelines as well as Relate National’s service
specifications. The impact on the lives of clients is demonstrated in feedback from our clients gathered through our in-house survey as well as nationally recognised outcomes-measures.
## **Relationship Counselling Survey**
**96% of respondents reported that the atmosphere at home had improved following Relate counselling 100% of respondents rated our service either 'good' or 'excellent', with 79% indicating it was 'excellent' 100% recommend Relate to others**
## **Local Funders**
**----- Start of picture text -----**
Ardonagh
Trust
£4500
BCP Council Dorset
RPC Community
£70,000 Foundation
£2977
Alice-Ellen Neighbourhood
Cooper-Dean Fund
£5000 £3993
**----- End of picture text -----**
## **Beneficiaries**
**Funding from trusts and grant-giving bodies in 2022-2023 enabled us to provide fully funded and low cost counselling services to the following beneficiaries:**
- **Children, young people and families experiencing hardship due to covid or the cost of living crisis (Dorset Community Foundation)**
- **Couples, families, individuals and children (Ardonagh Trust) Young people and their families (Alice-Ellen Cooper Dean Trust)**
- **Children and young people in schools of high deprivation (Dorset Communities Foundation - Neighbourhood Fund)**
**Families of SEND children (BCP Council - Reducing Parental Conflict Grant). This project is to be continued into 2023-24**
## **School Partners**
**This year, we provided counselling services to Bourne Academy (Bournemouth) and Avonbourne (Southbourne), delivering a total of 410 sessions across both schools.**
## **National Partners**
**Our Charity provide fully and partially funded counselling to individuals, couples, families and children in partnership with the following trusts:**
**Royal Navy & Royal Marines Charity Seafarers Charity Royal Air Force Benevolent Trust Bank Workers Charity**
**Chartered Accountants Benevolent Association (CABA)**
**Charity for Civil Servants Grocery Aid The Brain Tumour Charity The Retail Trust Licensed Trade Charity**
## **Delivery of partner-funded sessions for the financial year ending 31st March 2023:**
## **Service Delivery**
## **Relationship Counselling**
**We delivered 1200 sessions of relationship counselling This service supports people’s relationships by helping them discuss their feelings, attitudes and expectations, offering assistance with communication and problem solving.**
## **Training**
**We delivered 2 CPD days to Level 4 Diploma counselling students at Redlands Counselling College, Bournemouth.**
## **Family Counselling**
**We delivered 153 sessions of family counselling, supporting families of all ages, situations and dynamics to have more positive relationships with one another.**
**'Both trainers led a very relaxed and calm day. They presented as genuine, compassionate and extremely supportive in their approach. They are a credit to our profession. Thank you so much, ladies :-)' ***
## **Children & Young People's Counselling**
**We delivered 537 sessions of counselling to children and young people between ages 5-18**
## **Sexual Problems Service**
**We delivered 6 sessions of psychosexual therapy (PST).**
**'I really find it useful that the presenters gave real life examples and shared their own experiences. I found it really beneficial and made the training very valuable.' ***
## **Individual Counselling**
**We delivered 40 sessions of individual counselling**
## **In Total**
**Our centre delivered a total of 2065 counselling sessions in 2022-23**
## **Counselling Sessions**
**'It was particularly engaging to hear about personal experiences of both tutors. A safe space was created for fellow peers to also share their own knowledge & awareness and how they may utilise this in therapy sessions with clients.' ***
## **Mediation**
**We re-launched our Mediation service in January 2023. So far we have delivered 7 sessions of mediation**
*** Training Feedback Survey 2022-23**
## **What our Young Clients Have to Say...**
**I learnt how to speak up for myself, I know I can say how I feel to people**
**I now understand it wasn't my fault. I need to talk to people about things that upset or make me angry. I know I am not a disappointment**
Claire to add... **86% of our young clients rated the service 'Good' or 'Excellent'**
**Now I sleep better, eat better, don't think about hurting myself and have less mental breakdowns**
**I am more calm and starting to feel better about Mum and Dad**
**I understand my dreams more**
**Client Children & Young People's survey 2022-23**
## **Feedback from Couples...**
**Our Counsellor was professional, skilled and confidential. We needed the chance to talk aloud without prejudice**
**Our counsellor was very knowledgeable and experienced. Counselling has meant there is less tension and arguing , especially in front of the kids**
Claire to add... **79% of couples rated our service 'Excellent', with 21% rating Relate as 'Good'**
**Such a positive outcome for us. A renewed energy to do better for each other and our family**
**Our Counsellor was incredible, patient, respectful. We have both learnt we can be honest & open, and our respect for each other has grown**
**Much happier marriage**
**Client Relationship Counselling survey 2022-23**
## **Financial Summary**
## **Reserves**
**The Trustees have reviewed the reserves policy to allow for temporary fluctuation of our financial position in light of short-term investment in fundraising and business development. The usual reserves policy should reflect three months running costs, which currently stands at £22,500 (3 months of £7,500 fixed costs). At year end, whilst reserves have dipped below this threshold, cashflow is healthy and a clear plan is in place for income generation. This financial position is being reviewed on a monthly basis. In addition, there is a designated Building Fund reserve of £10,391. We hold reserves in CAF Bank, a subsidiary of the Charities Aid Foundation.**
## **Principal Funding Sources**
**The principal funding sources for the charity are currently from client contributions, trust fundraising and spot purchasing from local schools and authorities.**
## **Public Benefit**
**The Trustees confirm that they have complied with the duty to give due regard to the Charity Commission’s general guidance on public benefit. The work of the Charity is to prevent harm or further distress resulting from relationship breakdown and to educate the general public on matters pertaining to these issues. It is not considered that the Charity’s activities include any detriment to beneficiaries or that they convey any significant incidental private benefit to those governing the Charity. By fundamental definition, the charity’s beneficiaries; families under stress, or in relationship crisis, are the public. All counselling services rarely cover their costs. The Department for Education’s Evaluation of Relationship Services estimated the cost to provide one hour of counselling was £78. These deficits are made up by a small gift aid stream from clients who make full contributions of £70 per supplied hour and by generating funds in other services to underpin the core services provided.**
## **Subsidy**
**As detailed in this report, Relate Bournemouth, Poole and Christchurch provides subsidised and fully funded counselling sessions using funds raised in the form of grants, donations and Gift Aid. The Charity also provides fully funded services to individuals, couples and families through both local and national contracts, such as employee assistance programmes and welfare services.**
## **Volunteer Contribution**
**Relate’s services, by definition, are necessarily complex and for the most part the Board (which is entirely comprised of volunteers) is not able to agree to the deployment of volunteers in clinical or educational work, with the exception of individuals participating in a Relate accredited course. The centre currently has 2 volunteer counsellors.**
## **Structure, Governance & Management**
## **Governing Document**
**Relate Bournemouth, Poole and Christchurch is a charitable company limited by guarantee; incorporated 1st April 2008 and Registered as a Charity 1st April 2008. The company was established under a Memorandum of Association, which established the objects and powers of the charitable company and is governed by its Articles of Association, which were ratified on 15th July 2010 to bring them in line with Relate as a Federation. Strategic, financial and policy decisions are exclusively taken by the individual Charity at quarterly Board meetings. Operational issues are address in supervision between the Chair and CEO, decisions are made and reported to the Board at Executive meetings. The Chairman supervises the work of the CEO and receives the financial reports.**
## **Finance Meetings**
**The CEO, Operations Manager, Treasurer and Management Accountant meet on a regular basis. The purpose of this meeting is to examine the draft management accounts, to look at variances against budget and in activity, to examine cash flow demands and income streams. Additionally, it is an opportunity to answer any queries for the financial staff. Once this group has agreed the figures they are presented to the Main Board every quarter.**
## **Service Management**
**The CEO is Claire Ranford, who is responsible for reporting to the Board on issues of Finance, HR, Quality Control, Service Delivery, Safeguarding and Development. Claire is a registered member of the BACP and a qualified Clinical Supervisor. She is responsible for managing and developing existing contracts, developing business ideas and is the publ ic face of the Charity. Martha Searle supports The CEO as Operations Manager, providing management of day to day service delivery, fundraising and business development. Our BACP Registered / Accredited Clinical Supervisors are Helen Strickland, Meyrem Rawes-Enver and Lindsey Flack. The Centre's Senior Practice Consultant is Sue Armstrong. The Clinical Supervisors, Senior Practice Consultant and CEO work closely to maintain high standards and look for areas of improvement within our clinical practice. All our practitioners are registered on the Relate Practitioner Directory, who vet and monitor staff and volunteer DBS checks, professional membership, qualifications, supervision and Continuing Professional Development training certificates.**
**In the interests of achieving a sustainable team of practitioners, whilst improving service quality, over the past year, we have successfully recruited 3 new Counsellors and one Mediator. We have also provided placements to 3 trainee counsellors (including couples, children and young people's therapy). We have increased workforce capacity by supporting existing Counsellors through provision of placements for additional specialist qualifications.**
## **Plans for the Future**
## **Meeting the Needs of our Communities**
**We are committed to inclusion and striving to better meet the needs of those affected by the cost of living crisis. We aim to increase the percentage of subsidised counselling sessions to 60% of total delivery.**
## **Fundraising**
**We will continue to seek funding for schools-based counselling and for sustained subsidies for low income families. We plan to apply for core funding to support the growth of the charity.**
## **Inclusion**
**We are striving to better represent the community that we serve by recruiting Counsellors, staff and Trustees from diverse backgrounds. We plan to improve access to therapy through increasing our offer of languages for non-English speaking clients.**
## **Recruitment**
**We will recruit to meet the growing demand for our services, ensuring we have a pipeline of couples, family and children's counsellors. We will increase our workforce of Family Coaches to deliver our Reducing Parental Conflict project in partnership with Bournemouth, Christchurch and Poole Council.**
## **Building Relationships**
**We plan to extend our reach of partnerships by developing our relationships with local collaborations, charities, agencies and statutory sector partners including BCP Council and health sector providers.**
## **Be More Visible**
**We will promote our re-branded Charity at local networking events and meetings, improve our social media presence and continue to deliver Continuing Professional Development training for local and national organisations.**
## **Board of Trustees**
## **Trustee Appointments**
**An appointment of a new Trustee is a formal process. Once an interested party is identified (such as via a public speaking event or networking) the person(s) are invited to information briefings which are usually held by the CEO and at least one Trustee. If after this process, the person concerned wishes to apply they are supplied with good practice guides from the Charity Commission on Trusteeship and Responsibilities, relevant business plan(s), annual reports / accounts, a person specification and a job description. Upon receipt of a completed application form, the Chair or Vice Chair will meet with the applicant and determine suitability on the basis of skills, Board needs, time available and commitment. If successful, references and a DBS check will be undertaken and parties invited to attend meetings as an observer. Once all matters are satisfactory an invitation to become a Director is made and the relevant Companies House information completed. Whilst this process is lengthy, it has led to long-term commitment from people who can contribute to the quality and effectiveness of the organisation and add value to its service delivery. Our trustees may serve for a maximum of 8 years and we are delighted that many stay to give this length of invaluable service.**
## **Trustee Training**
**Trustee training is dependent on need. Trustees have attended conferences and local Community Voluntary Services events; Monthly updates from Charity Lawyers and HR Professionals are shared. The agency subscribes to Third Sector publications and attempts to send a representative to at least one National Council for Voluntary Organisations learning event per annum, with information being cascaded, shared or implemented. Relate also recognises the training brought to the Board by Trustee’s other roles, some of which is extensive, given annual requirements for Continuous Professional Development.**
## **Report Approval**
## **Small Company Provisions**
**This report has been prepared in accordance with the provisions of Part 15 of the Companies Act 2006 applicable to companies subject to the small companies’ regime.**
**This Report was approved by the Board on : 18.07.23**
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
Company registration number: **06109030** Registered Charity: **1120017**
## Relate Bournemouth Poole and
Christchurch
REPORT AND UNAUDITED ACCOUNTS For the year ended 31 March 2023
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
|CONTENTS|PAGE|
|---|---|
|Legaland administrative information|2|
|Trustees' Report|3-15|
|Statement of Financial Activities|16|
|Balance Sheet|17|
|Notes to the accounts|18-23|
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
## LEGAL AND ADMINISTRATIVE INFORMATION
Relate Bournemouth Poole and Christchurch is a company limited by guarantee and not having share capital and is governed by its Memorandum and Articles of Association. The company is a registered charity.
|Charity Name|Relate Bournemouth Poole and Christchurch|
|---|---|
|Charity registration number|1120017 (registered 11 July 2007)|
|Company Number|06109030 (incorporated 15 February 2007)|
|Trustees|Chris Bazell (Resigned 21 July 2022)|
||Anne Clarkson|
||Richard Cook|
||Jacqueline Reeves|
||Dorothy Brown|
||Debra Clark|
||Pauline Wheeler|
|Registered office|1 Stratfield Saye|
||20-22 Wellington Road Bournemouth|
||Dorset|
||BHS SJN|
||United Kingdom|
|Bankers|CAF Bank|
|Accountant|HJ Accounts Management Ltd|
||45 Ensbury Avenue|
||Bournemouth|
||Dorset|
||BH10 4HF|
||United Kingdom|
2
## **Annual Report Year ending 31st March 2023**
**Bournemouth, Poole & Christchurch**
3
## **Message from our Chair**
**This has been a strong year for Relate amid challenging times for the UK and the local community we serve. Everyone in the team has felt the impact of the rapid change in supply and demand of services as we adapt to the needs of the community and the resources we have available. You have all more than risen to this challenge.**
**Our investment in fundraising and marketing has paid off, as we secured a large amount of funding that is already making a difference for many. We’ve seen a solid rise in the demand for face-to-face sessions and opened the centre to accommodate.**
**Myself and the Board continue to have huge confidence in the Relate team, our volunteers, counsellors, supervisors, leadership and admin heroes. Great work everyone, you’re a part of something to be proud of.**
**The trustees present their report and financial statements for the year to 31st March 2023 which are also prepared to meet the requirements for a directors’ report and accounts for Companies Act purposes. The financial statements comply with the Charities Act 2011, the Companies Act 2006, the charitable company's memorandum and articles and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities issued on 16 July 2014 (SORP 2015 (FRSSE).**
4
## **Our Mission**
**To enhance the quality of couple and parental family relationships**
**To help relationships, marriages and civil partnerships withstand the pressures leading to breakdown**
**To help make living, working and being with other people, a better experience for our clients, at every stage of life**
**To limit the damage which commonly accompanies failing relationships, separation and divorce and increase the prospect of subsequent relationships succeeding.**
**To deliver services with cultural sensitivity and without discrimination. To operate fully within an equal opportunities policy and promote anti-discriminatory practice.**
## **Our Values**
## **We believe...**
**We are focused on the needs of clients and communities and we encourage continuous improvement and development**
**Our service delivery demonstrates excellence in practice, inclusiveness and respect for clients, stakeholders, employees and volunteers**
**An individual’s physical well-being, emotional and mental health benefit from a committed relationship.**
**Children thrive in families where relationships are positive and free from destructive conflict**
**People gain from an understanding of their sexuality**
5
## **Performance**
**This Annual Report examines what we have achieved and the outcomes of our work in the previous 12 months. The report looks at the success of our key activities and the benefits they have brought to the people we are set up to help. It helps us ensure our activities remain focussed on our stated purpose. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit to ensure our previous and planned activities will contribute to the aims and objectives we have set.**
## **Service Delivery**
This year, we have increased our charitable offer, with up to 50% of our counselling sessions being partially or fully funded. We have re-launched our mediation service and reached record levels of schools-based service delivery for our Charity.
## **Clinical Standards**
Our Relate centre is an organisational member of the BACP, adhering to their ethical guidelines as well as Relate National’s service
specifications. The impact on the lives of clients is demonstrated in feedback from our clients gathered through our in-house survey as well as nationally recognised outcomes-measures.
## **Relationship Counselling Survey**
**96% of respondents reported that the atmosphere at home had improved following Relate counselling**
**100% of respondents rated our service either 'good' or 'excellent', with 79% indicating it was 'excellent' 100% recommend Relate to others**
6
## **Local Funders**
**----- Start of picture text -----**
Ardonagh
Trust
£4500
BCP Council Dorset
RPC Community
£70,000 Foundation
£2977
Alice-Ellen Neighbourhood
Cooper-Dean Fund
£5000 £3993
**----- End of picture text -----**
## **Beneficiaries**
**Funding from trusts and grant-giving bodies in 2022-2023 enabled us to provide fully funded and low cost counselling services to the following beneficiaries:**
- **Children, young people and families experiencing hardship due to covid or the cost of living crisis (Dorset Community Foundation)**
- **Couples, families, individuals and children (Ardonagh Trust)**
- **Young people and their families (Alice-Ellen Cooper Dean Trust)**
- **Children and young people in schools of high deprivation (Dorset Communities Foundation - Neighbourhood Fund)**
- **Families of SEND children (BCP Council - Reducing Parental Conflict Grant). This project is to be continued into 2023-24**
## **School Partners**
**This year, we provided counselling services to Bourne Academy (Bournemouth) and Avonbourne (Southbourne), delivering a total of 410 sessions across both schools.**
7
## **National Partners**
**Our Charity provide fully and partially funded counselling to individuals, couples, families and children in partnership with the following trusts:**
**Royal Navy & Royal Marines Charity Seafarers Charity Royal Air Force Benevolent Trust Bank Workers Charity**
**Chartered Accountants Benevolent Association (CABA)**
**Charity for Civil Servants Grocery Aid The Brain Tumour Charity The Retail Trust Licensed Trade Charity**
## **Delivery of partner-funded sessions for the financial year ending 31st March 2023:**
8
## **Service Delivery**
## **Relationship Counselling**
**We delivered 1200 sessions of relationship counselling This service supports people’s relationships by helping them discuss their feelings, attitudes and expectations, offering assistance with communication and problem solving.**
## **Training**
**We delivered 2 CPD days to Level 4 Diploma counselling students at Redlands Counselling College, Bournemouth.**
## **Family Counselling**
**We delivered 153 sessions of family counselling, supporting families of all ages, situations and dynamics to have more positive relationships with one another.**
**'Both trainers led a very relaxed and calm day. They presented as genuine, compassionate and extremely supportive in their approach. They are a credit to our profession. Thank you so much, ladies :-)' ***
## **Children & Young People's Counselling**
**We delivered 537 sessions of counselling to children and young people between ages 5-18**
## **Sexual Problems Service**
**We delivered 6 sessions of psychosexual therapy (PST).**
**'I really find it useful that the presenters gave real life examples and shared their own experiences. I found it really beneficial and made the training very valuable.' ***
## **Individual Counselling**
**We delivered 40 sessions of individual counselling**
## **In Total**
**Our centre delivered a total of 2065 counselling sessions in 2022-23**
## **Counselling Sessions**
**'It was particularly engaging to hear about personal experiences of both tutors. A safe space was created for fellow peers to also share their own knowledge & awareness and how they may utilise this in therapy sessions with clients.' ***
## **Mediation**
**We re-launched our Mediation service in January 2023. So far we have delivered 7 sessions of mediation**
*** Training Feedback Survey 2022-23**
9
## **What our Young Clients Have to Say...**
**I learnt how to speak up for myself, I know I can say how I feel to people**
**I now understand it wasn't my fault. I need to talk to people about things that upset or make me angry. I know I am not a disappointment**
Claire to add... **86% of our young clients rated the service 'Good' or 'Excellent'**
**Now I sleep better, eat better, don't think about hurting myself and have less mental breakdowns**
**I am more calm and starting to feel better about Mum and Dad**
**I understand my dreams more**
**Client Children & Young People's survey 2022-23** 10
## **Feedback from Couples...**
**Our Counsellor was professional, skilled and confidential. We needed the chance to talk aloud without prejudice**
**Our counsellor was very knowledgeable and experienced. Counselling has meant there is less tension and arguing , especially in front of the kids**
Claire to add... **79% of couples rated our service 'Excellent', with 21% rating Relate as 'Good'**
**Such a positive outcome for us. A renewed energy to do better for each other and our family**
**Our Counsellor was incredible, patient, respectful. We have both learnt we can be honest & open, and our respect for each other has grown**
**Much happier marriage**
**Client Relationship Counselling survey 2022-23** 11
## **Financial Summary**
## **Reserves**
**The Trustees have reviewed the reserves policy to allow for temporary fluctuation of our financial position in light of short-term investment in fundraising and business development. The usual reserves policy should reflect three months running costs, which currently stands at £22,500 (3 months of £7,500 fixed costs). At year end, whilst reserves have dipped below this threshold, cashflow is healthy and a clear plan is in place for income generation. This financial position is being reviewed on a monthly basis. In addition, there is a designated Building Fund reserve of £10,391. We hold reserves in CAF Bank, a subsidiary of the Charities Aid Foundation.**
## **Principal Funding Sources**
**The principal funding sources for the charity are currently from client contributions, trust fundraising and spot purchasing from local schools and authorities.**
## **Public Benefit**
**The Trustees confirm that they have complied with the duty to give due regard to the Charity Commission’s general guidance on public benefit. The work of the Charity is to prevent harm or further distress resulting from relationship breakdown and to educate the general public on matters pertaining to these issues. It is not considered that the Charity’s activities include any detriment to beneficiaries or that they convey any significant incidental private benefit to those governing the Charity. By fundamental definition, the charity’s beneficiaries; families under stress, or in relationship crisis, are the public. All counselling services rarely cover their costs. The Department for Education’s Evaluation of Relationship Services estimated the cost to provide one hour of counselling was £78. These deficits are made up by a small gift aid stream from clients who make full contributions of £70 per supplied hour and by generating funds in other services to underpin the core services provided.**
## **Subsidy**
**As detailed in this report, Relate Bournemouth, Poole and Christchurch provides subsidised and fully funded counselling sessions using funds raised in the form of grants, donations and Gift Aid. The Charity also provides fully funded services to individuals, couples and families through both local and national contracts, such as employee assistance programmes and welfare services.**
## **Volunteer Contribution**
**Relate’s services, by definition, are necessarily complex and for the most part the Board (which is entirely comprised of volunteers) is not able to agree to the deployment of volunteers in clinical or educational work, with the exception of individuals participating in a Relate accredited course. The centre currently has 2 volunteer counsellors.**
12
## **Structure, Governance & Management**
## **Governing Document**
**Relate Bournemouth, Poole and Christchurch is a charitable company limited by guarantee; incorporated 1st April 2008 and Registered as a Charity 1st April 2008. The company was established under a Memorandum of Association, which established the objects and powers of the charitable company and is governed by its Articles of Association, which were ratified on 15th July 2010 to bring them in line with Relate as a Federation. Strategic, financial and policy decisions are exclusively taken by the individual Charity at quarterly Board meetings. Operational issues are address in supervision between the Chair and CEO, decisions are made and reported to the Board at Executive meetings. The Chairman supervises the work of the CEO and receives the financial reports.**
## **Finance Meetings**
**The CEO, Operations Manager, Treasurer and Management Accountant meet on a regular basis. The purpose of this meeting is to examine the draft management accounts, to look at variances against budget and in activity, to examine cash flow demands and income streams. Additionally, it is an opportunity to answer any queries for the financial staff. Once this group has agreed the figures they are presented to the Main Board every quarter.**
## **Service Management**
**The CEO is Claire Ranford, who is responsible for reporting to the Board on issues of Finance, HR, Quality Control, Service Delivery, Safeguarding and Development. Claire is a registered member of the BACP and a qualified Clinical Supervisor. She is responsible for managing and developing existing contracts, developing business ideas and is the publ ic face of the Charity. Martha Searle supports The CEO as Operations Manager, providing management of day to day service delivery, fundraising and business development. Our BACP Registered / Accredited Clinical Supervisors are Helen Strickland, Meyrem Rawes-Enver and Lindsey Flack. The Centre's Senior Practice Consultant is Sue Armstrong. The Clinical Supervisors, Senior Practice Consultant and CEO work closely to maintain high standards and look for areas of improvement within our clinical practice. All our practitioners are registered on the Relate Practitioner Directory, who vet and monitor staff and volunteer DBS checks, professional membership, qualifications, supervision and Continuing Professional Development training certificates.**
**In the interests of achieving a sustainable team of practitioners, whilst improving service quality, over the past year, we have successfully recruited 3 new Counsellors and one Mediator. We have also provided placements to 3 trainee counsellors (including couples, children and young people's therapy). We have increased workforce capacity by supporting existing Counsellors through provision of placements for additional specialist qualifications.**
13
## **Plans for the Future**
## **Meeting the Needs of our Communities**
**We are committed to inclusion and striving to better meet the needs of those affected by the cost of living crisis. We aim to increase the percentage of subsidised counselling sessions to 60% of total delivery.**
## **Fundraising**
**We will continue to seek funding for schools-based counselling and for sustained subsidies for low income families. We plan to apply for core funding to support the growth of the charity.**
## **Inclusion**
**We are striving to better represent the community that we serve by recruiting Counsellors, staff and Trustees from diverse backgrounds. We plan to improve access to therapy through increasing our offer of languages for non-English speaking clients.**
## **Recruitment**
**We will recruit to meet the growing demand for our services, ensuring we have a pipeline of couples, family and children's counsellors. We will increase our workforce of Family Coaches to deliver our Reducing Parental Conflict project in partnership with Bournemouth, Christchurch and Poole Council.**
## **Building Relationships**
**We plan to extend our reach of partnerships by developing our relationships with local collaborations, charities, agencies and statutory sector partners including BCP Council and health sector providers.**
## **Be More Visible**
**We will promote our re-branded Charity at local networking events and meetings, improve our social media presence and continue to deliver Continuing Professional Development training for local and national organisations.**
14
## **Board of Trustees**
## **Trustee Appointments**
**An appointment of a new Trustee is a formal process. Once an interested party is identified (such as via a public speaking event or networking) the person(s) are invited to information briefings which are usually held by the CEO and at least one Trustee. If after this process, the person concerned wishes to apply they are supplied with good practice guides from the Charity Commission on Trusteeship and Responsibilities, relevant business plan(s), annual reports / accounts, a person specification and a job description. Upon receipt of a completed application form, the Chair or Vice Chair will meet with the applicant and determine suitability on the basis of skills, Board needs, time available and commitment. If successful, references and a DBS check will be undertaken and parties invited to attend meetings as an observer. Once all matters are satisfactory an invitation to become a Director is made and the relevant Companies House information completed. Whilst this process is lengthy, it has led to long-term commitment from people who can contribute to the quality and effectiveness of the organisation and add value to its service delivery. Our trustees may serve for a maximum of 8 years and we are delighted that many stay to give this length of invaluable service.**
## **Trustee Training**
**Trustee training is dependent on need. Trustees have attended conferences and local Community Voluntary Services events; Monthly updates from Charity Lawyers and HR Professionals are shared. The agency subscribes to Third Sector publications and attempts to send a representative to at least one National Council for Voluntary Organisations learning event per annum, with information being cascaded, shared or implemented. Relate also recognises the training brought to the Board by Trustee’s other roles, some of which is extensive, given annual requirements for Continuous Professional Development.**
## **Report Approval**
## **Small Company Provisions**
**This report has been prepared in accordance with the provisions of Part 15 of the Companies Act 2006 applicable to companies subject to the small companies’ regime.**
**This Report was approved by the Board on : 18.07.23**
## Richard Cook
28/11/2023
Richard Cook (Nov 28, 2023 21:20 GMT)
15
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
## Statement of financial activities (including Income and Expenditure account) For the year ended 31 March 2023
The company had no gains or losses other than those shown above.
|**Notes**
**Income from:**
Donations and legacies
2
Investment Income
3
Charitable activities
4
**Total Income**
**Expenditure on:**
Charitable activities
6
**Total Expenditure**
6
**Net income before transfers**
5
Transfer between funds
12
**Net (expenditure)/income for the year**
**Funds brought forward**
**Funds carried forward**
12&13|**Unrestricted**
**Designated Restricted**
**Total**
**funds**
**Total**
**funds**
**funds**
**funds**
**funds**
**2023**
**2022**
**£**
**£**
**£**
**£**
**£**
759
0
0
759
421
436
0
0
436
110
109,560
0
86,471
196,031
185,064|
|---|---|
||110,755
0
86,471
197,226
185,596|
||0
0
182,320
0
0
182,320
171,563|
||182,320
0
0
182,320
171,563|
||(71,564)
0
86,471
14,906
14,032
68,090
(25,259)
(42,831)
0
0|
||(3,474)
(25,259)
43,640
14,906
14,032
3,488
37,500
108,057
149,046
135,013|
||14
12,241
151,697
163,952
149,046|
16
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
## Balance Sheet as at 31 March 2023
|**Notes**
**Fixed assets**
Tangible assets
8
Investments
9
**Current assets**
Debtors
10
Cash at bank and in hand
Creditors: amounts falling due within one
year
11
**Net current assets**
**Net assets**
**Funds**
Unrestricted income funds
Designated funds
13
General funds
Restricted funds
12
**Total funds**|**Unrestricted**
**Restricted**
**2023**
**2022**
**funds**
**funds**
**Total**
**Total**
**£**
**£**
**£**
**£**
880
79,604
80,484
81,292
253
-
253
253|
|---|---|
||1,133
79,604
80,737
81,545
6,804
-
6,804
8,217
19,301
72,093
91,394
73,591|
||26,105
72,093
98,198
81,808
(14,982)
-
(14,982)
(14,307)|
||11,123
72,093
83,216
67,501|
||12,255
151,697 163,952
149,046|
||12,241
-
12,241
37,500
14
-
14
3,488
-
151,697
151,697
108,057|
||12,255
151,697 163,952
149,046|
For the year ended 31 March 2023, the charity was entitled to exemption from audit under section 477 of the Companies Act 2006. No Member of the charitable company has deposited a notice, pursuant of section 476, requiring an audit of these accounts under the requirements of the Companies Act 2006.
The Trustees acknowledge their responsibilities for ensuring that the charity keeps accounting records which comply with section 386 of the Act and for preparing accounts which give a true and fair view of the state of affairs of the charity as at the end of the financial year and of its surplus or deficit for the fi nancial year in accordance with the requirements of section 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the charity.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime within part 15 of the Companies Act 2006 and with the micro-entities provision.
Approved by the Trustees on:
## 28/11/2023
And signed on their behalf by Richard Cook, Chair of Trustees
## Richard Cook
Richard Cook (Nov 28, 2023 21:20 GMT)
17
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
Notes to the Accounts for the year ended 31 March 2023
## Accounting Policies
- (a) Basis of preparation
The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities published on 16 July 2014, the Financial Reporting Standard for Smaller Entities (FRSSE), and the Charities Act 2011 and applicable regulations.
The accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) 1 to these accounts.
- (b) Income recognition
Income is recognised in the period in which the charity is entitled to receipt, the amount can be measured reliably, it is probable that the income will be received.
- (c) Expenditure
All expenditure is accounted for on the accruals basis as soon as there is a legal or constructive obligation committing the charity to the expenditure, it is probably that settlement will be required, and the amount of the obligation can be measured reliably. Irrecoverable value added tax is included in the cost of those items to which it relates.
- (d) Fixed assets and depreciation
Fixed assets retained for continuing use in the charity are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset over its expected useful life, as follows:
Leasehold property amortisation 1% straight line Office equipment and furniture 15% reducing balance Computer Equipment 25% straight line
- (e) Fund accounting
The General Fund is an unrestricted fund which is available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for a specific purpose.
The Designated Funds are unrestricted funds which have been set up by the Trustees to meet identified future costs of the charity and allow the charity to continue should there be a future funding shortfall.
Restricted Funds are funds which are to be used in accordance with specific restrictions imposed by the donors. The aim and use of each restricted fund is set out in the notes to the accounts.
Incoming resources and resources expended are allocated to the Funds on a direct or time apportioned basis as appropriate.
- (f) Pensions
The charity operates a defined contribution pension scheme. Contributions are charged to the statement of financial activities as they become payable in accordance with the rules of the scheme.
- (g) Donated Service
Donated services provided by individuals or entities as part of their trade or profession are included as incoming resources as their estimated open market value where the benefit to the charity is reasonably quantifiable and measurable.
18
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
Notes to the Accounts (continued) for the year ended 31 March 2023
|**2. Donations and legacies**
Donations:
Unrestricted donations
**3. Investment income**
Interest
**4. Income from charitable activities**
Client contributions for counselling
Gift Aid recoverable on client contributions
Mediation income
Family Matters Bursary Fund
Award for All
Bursary Income
Training income
Room hire and other income||**General**
**Restricted**
**Total**
**Total**
**Funds**
**Funds**
**2023**
**2022**
**£**
**£**
**£**
**£**
759
-
759
421
759
-
759
421
**General**
**Restricted**
**Total**
**Total**
**Funds**
**Funds**
**2023**
**2022**
**£**
**£**
**£**
**£**
436
-
436
110
436
-
436
110
**General**
**Restricted**
**Funds**
**Funds**
**2023**
**2022**
**£**
**£**
**£**
**£**
96,766
-
96,766
116,220
3,281
-
3,281
6,465
-
-
-
-
-
-
-
-
-
-
-
-
-
86,471
86,471
35,490
540
-
540
-
8,974
-
8,974
26,888|
|---|---|---|
|||109,560
86,471
196,031
185,064|
Other income includes £6,908 DWP Access To Work income.
19
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
Notes to the Accounts (continued) for the year ended 31 March 2023
|**5. Total resources expended**
These include:
Wages and salaries (including redundancy)
Employers national insurance
Pension costs
Depreciation
Average number of employees|**2023**
**2022**
**£**
**£**
125,653
116,711
3,733
1,188
-
-36
2,630
1,093|
|---|---|
||17
16|
There are no staff members earning in excess of £60,000 pa
20
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
Notes to the Accounts (continued) for the year ended 31 March 2023
|**6. Expenditure**
**Charitable activity costs, by type of expense**
Wages and salaries (including redundancy)
Pension costs
Subcontractor costs
Mediation costs
Training direct costs
Supervision
Travel and subsistence
Rates
Light and heat
Cleaning
Telephone and fax
Advertising
Stationery, postage and printing
Subscriptions
Relate membership
Bank charges
Insurance
Software and computer maintenance
Repairs and maintenance
Staff Entertainment & Welfare
Gifts & Donations
Sundry expenses
Professional fees
Depreciation and loss on disposal of assets
**Governance costs**
Independent examination
Accountancy
Total charitable expenditure|**2023**
**2022**
**£**
**£**
125,653
116,675
3,733
2,630
3,548
15,652
209
-
905
419
4,980
5,630
296
188
2,766
2,766
1,023
1,569
2,234
113
3,477
1,984
-
17
814
316
1,332
1,201
11,899
11,652
1,215
1,383
1,346
1,229
322
809
5,541
572
533
957
1,004
799
1,195
118
3,360
-
1,188
1,093|
|---|---|
||178,576
167,771|
||360
360
3,384
3,432|
||3,744
3,792|
||182,320
171,563|
## **7. Trustee's remuneration and expenses**
No Trustee received any remuneration from the charity in relation to the performance of their duties.
There are no related party transactions to disclose.
21
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
|Notes to the Accounts (continued) for the year|Notes to the Accounts (continued) for the year|ended 31 March 2023|ended 31 March 2023|
|---|---|---|---|
|**8. Fixed assets**|**Land and**|**Plant and**||
||**buildings**|**machinery**|**Total**|
||**£**|**£**|**£**|
|**Cost**||||
|At 1 April 2022|93,644|9,879|103,523|
|Additions|-|380|380|
|Disposals|-|-|-|
|At 31 March 2023|93,644|10,259|103,903|
|**Depreciation**|||-|
|At 1 April 2022|13,104|9,127|22,231|
|Charge for the year|936|252|1,188|
|On disposals|-|-|-|
|At 31 March 2023|14,040|9,379|23,419|
|**Net book value**|||-|
|At 31 March 2023|79,604|880|80,484|
|At 31 March 2022|80,540|752|81,292|
In the opinion of the Trustees, the current market value of the leasehold land and buildings at the balance sheet date was approximately £190,000.
|**9. Investments**
**Cost**
At 1 April 2022
At 31 March 2023
**Other investments**
Unlisted investments stated at cost
**10. Debtors**
Trade debtors
Other debtors and prepayments
**11. Creditors: amounts falling due within one year**
Trade creditors
Other taxation and social security
Accruals|**2023**
**£**
253|**Other**
**investments**
**£**
253|
|---|---|---|
|||253|
|||**2022**
**£**
253|
||**2023**
**£**
5,351
1,453|**2022**
**£**
6,740
1,477|
||6,804|8,217|
||**2023**
**£**
745
1,951
10,842|**2022**
**£**
3,301
982
10,024|
||14,982|14,307|
22
Relate Bournemouth, Poole and Christchurch – Year Ended 31[st] March 2023
Notes to the Accounts (continued) for the year ended 31 March 2023
|**12. Restricted Funds**
**Capital Fund**
Leasehold property
**Promoting health and well-being**
Parenting Project Grant
Awards for All
Bursary Income
**Total restricted funds**
**13. Designated Funds**
Building Fund
Running Costs Reserves Fund
Organisational Development Fund|**Transfer**
**At 1 April**
**Incoming**
**Outgoing**
**between**
**At 31 March**
**2022**
**resources**
**resources**
**funds**
**2023**
**£**
**£**
**£**
**£**
**£**
80,540
-
-
(936)
79,604|
|---|---|
||1,000
-
- (1,000)
-
610
-
-
(610)
-
25,907
86,471
-
(40,285)
72,093|
||108,057
86,471
-
(42,831)
151,697|
||**Transfer**
**At 1 April**
**Incoming**
**Outgoing**
**between**
**At 31 March**
**2022**
**resources**
**resources**
**funds**
**2023**
**£**
**£**
**£**
**£**
**£**
15,000
-
-
(4,609)
10,391
22,500
-
-
(20,650)
1,850
-
-
-
-
-|
||37,500
-
-
(25,259)
12,241|
## **14. Members’ liability**
The company is limited by guarantee. Every member of the company undertakes to contribute to the assets of the company in the event of the same being wound up while he or she is a member, or within one year after he or she ceases to be a member, for payment of the debts and liabilities of the company contracted before he o r she ceases to be a member, and of the costs, charges and expenses of winding up such amount as may be required not exceeding £1. The number of members at the balance sheet date was 6 (31/03/2023).
## **15. Control**
Relate Bournemouth Poole and Christchurch is constituted as a charitable company with no share capital. Control of the company is therefore vested in the trustees.
23
## Final Annual Report and Accounts 2022-23
## Final Audit Report
2023-11-28
Created: 2023-11-28 By: Hannah Jeffery (hannah@hjaccountsmanagement.co.uk) Status: Signed Transaction ID: CBJCHBCAABAAGfAgFFo4dPHUf-qSRoZSpgawWAfiaNkY
## "Final Annual Report and Accounts 2022-23" History
Document created by Hannah Jeffery (hannah@hjaccountsmanagement.co.uk)
2023-11-28 - 10:08:06 AM GMT- IP address: 81.156.8.87
Document emailed to Richard Cook (rcookweb@googlemail.com) for signature 2023-11-28 - 10:08:19 AM GMT
Email viewed by Richard Cook (rcookweb@googlemail.com)
2023-11-28 - 9:18:45 PM GMT- IP address: 66.249.93.68
## Document e-signed by Richard Cook (rcookweb@googlemail.com)
Signature Date: 2023-11-28 - 9:20:11 PM GMT - Time Source: server- IP address: 82.31.205.188
Agreement completed.
2023-11-28 - 9:20:11 PM GMT
30[th] November 2023
The Trustees Relate Bournemouth Poole and Christchurch 1 Stra�ield SAYE 20-22 Wellington Road Bournemouth BH5 SJN
## **INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS**
**Report to the trustees of Relate Bournemouth Poole and Christchurch, on accounts for the year ended 31[st] March 2023**
## **Respec)ve responsibili)es of Trustees and examiner**
The trustees consider that an audit is not required for this year (under sec+on 144(2) of the Chari+es Act 2011 (the Act)) and that an independent examina+on is needed.
It is my responsibility to:
- Examine the accounts (under sec+on 145 of the Act);
- To follow the procedures laid down in the General Direc+ons given by the Charity Commission (under sec+on 145(5)(b) of the Act), and
- To state whether par+cular ma8ers have come to my a8en+on.
## **Basis of independent examiner’s statement**
My examina+on was carried out in accordance with General Direc+ons given by the Charity Commission. An examina+on includes a review of the accoun+ng records kept by the charity and a comparison of the accounts presented with those records. It also includes considera+on of any unusual items or disclosures in the accounts, and seeking explana+ons from you as trustees concerning any such ma8ers. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those ma8ers set out in the statement below.
## **Independent examiner’s statement**
In the course of my examina+on, no ma8er has come to my a8en+on:
1. Which gives me reasonable cause to believe that, in any material respect, the trustees have not met the requirements to ensure that:
- a. Proper accoun+ng records are kept (in accordance with sec+on 41 of the Act); and
- b. Accounts are prepared which agree with the accoun+ng records and comply with the accoun+ng requirements of the Act; or
2. To which, in my opinion, a8en+on should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed… _SueW_ ……… Date… 30/11/2023…..
Sue Wintle FMAAT Accoun+ng Technician 27 Basco8 Road Bournemouth Dorset BH11 8RJ