2023-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2022 Period start date To 31 March 2023 Period end date

Charity name: Bereavement Counselling Service (SW)

Charity registration number:

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To relieve sufering of individuals who have experienced complicated grief issues as a result of traumatic loss and/or bereavement through the provision of a counselling and psychotherapy service
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	a) to support and train staf and volunteers to carry out the objectives and purposes of the Charity b) to recruit and supervise staf and volunteers to carry out the objects of the chanty, c) to provide maintain and equip premises and all necessary facilities suitable for carrying out the objects of the charity, to train staf and volunteers with the relevant skills to carry out the objects of the charity. d) to cause to be written, and printed or otherwise reproduced and circulated, gratuitously or otherwise, leafets or other documents. e) to hold meetings, lectures, and training courses either alone or with others. f) to foster and undertake research into any aspect of the objects of the Company anditswork.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	We review our aims, objectives and activities each year. This review looks at what we have achieved and the outcomes of our work in the previous 12 months. The review looks at the success of each key activity and the beneftstheyhave brought tothose

groups of people we are set up to help. The review also helps us ensure our aim, objectives and activities remain focused on our stated purposes. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	N/A
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	We have a number of skilled volunteers who perform counselling services for those clients who are referred to us for treatment under and accepted by our clinical assessment processes as being suitable for the services we provide. We provide on going training on traumatic and complex grief for the volunteer counsellors and supervisors.
Other		N/A

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The charity continues to provide traumatic and complex grief counselling to referred and accepted clients within the Plymouth and South Hams catchment area. Continually we see high levels of benefit as a result of clients receiving our services – positive outcome measures are reported consistently by clients, demonstrating a significant difference made in these complex cases. In addition to this,we continue toprovide

traumatic and complex grief training to counsellors who volunteer for our service, helping to ensure that the region is equipped adequately by our service for this technically complex and relatively frequent need. Covid-19 restrictions meant that counselling and clinical supervision was provided remotely, to ensure the continuation of our valuable and very needed service during the pandemic. However the easing of restrictions has meant more face to face sessions.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	N/A
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21
Statement explaining the policy for holding reserves stating why they are held	Para 1.22
Amount of reserves held	Para 1.22
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Not anticipated at this stage.

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	The key risks that we face currently are the difficult fundraising environment as a result of the coronavirus pandemic and the ensuing difficult economic conditions. Fundraising is difficult, as funds from traditional sources are being directed to targets of higher perceived need, and ongoing current economic cutbacks. We have experienced higher levels of demand for our service as a result of the much higher incidence of traumatic death during the pandemic and subsequently.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Memorandum and articles of association
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Incorporated company with charitable status
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are appointed to the board as a result of an invitation by the board to attend a meeting and interview, followed by a vote by the trustees with a majority required for appointment. The chair of the board is proposed and seconded, and appointed by a majority vote of the attending board.
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	Trustees are expected to familiarise themselves with the services delivered by the charity and the nature of the conditions that we help and support in our clients.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The charity’s organisational structure is straightforward – the trustees are led by a chair and supported by a vice chair, and the operation of the charity on a day-to-day basis is managed by a clinical lead and one office administrator. The office administrator reports to the clinical lead, and the clinical lead in turn reports to the board.
Relationship with any related parties	Para 1.51	The charity is partly supported by an annual payment from the NHS in return for providing referral services from local CCGs.
Other		N/A

Reference and Administrative details

Charity name	Bereavement Counselling Service (SW)
Other name the charity uses	N/A
Registered charity number
Charity’s principal address	Bereavement Counselling Service (SW) Falcon House 3 Eagle Road Plymouth PL7 5JY

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Trish Jones	Chair
	JennyHarvey	Vice Chair
	Susan Scales
	PennyMcFarlane
	Simon Ricketts

– Corporate trustees names of the directors at the date the report was approved

Director name Trish Jones Jenny Harvey Penny McFarlane Simon Rickets Sue Scales

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Kate Moseley – Clinical Lead

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s)

Position (eg Secretary, Chair, etc)

Date

The Bereavement Counsellin8 Service SW Ltd MANAGEMENT INFORMATION 12 MONTHS ENDED 31 MARCH 2023 Detslledstutsnyent oAFinonclalA(tltr¥ti Thefollowlnqjxqe does notJtymFQrtof 31 March 21)23 31 Marth 2022 INCOME Donations p￿ Fundlng Fee Paying cllents Frlends Activitie5 Grants Trainin8 fees Bank Interest receivable Lottery Fundlng TOTAL INCOMING RESOURCES 3585 17.395 1,629 17,395 9,158 4,492 45 30.183 23,516 ADMINISTAATIVE EXPENSES Personnd Costs Wages and salaries Staff entertalnlng Stafl pen51ons External staff Staff trainln8 15,836 24,089 1,675 175 1.125 275 118.1701 126,3291 EJt•bllshm•nt ExpetW Rent Heat and Ll8ht R*e5 and Water Insurance Repairs and Malntenan 9281 8,268 728 691 Iio,(XJ91 18,9591 Genefal Expens•s A¢countancy fees Advertising Bank charges Compyter expenses Legal & professlonal fees Lottery projett Prlntln& posts8e and stationery Room hire Subscriptions Sundry expenses Telephone Travel and Subs￿tence 146 750 556 158 621 153 65 975 126 14.3671 (12921 TOTAL OUTGOING RESOURCES (3IY61 137.5801 NET IOUTGOING)INCOMING RESOURCES (13631 114,W)

The Bereavemerrt CWnsÈllingServi￿ SW Ltd No members ofthe management commlrtee recer¥e any remunethon durin8the year ex￿pt travel and expenses wherè appropriate. Analy￿$ ofgovern•nce costs 3110312023 3110312022 Officers, expenses Legal and Profe551onal expenses Governance ¢osts I￿l￿de those Costsassotiated 7Aryth medly¥the¢onSt￿u￿Onal and ststutory reqtsirements ofthe Char￿¥. 7. Taxatlon The charity Is exempt fromtaxon Income aftd 8alns fairing wrthln Sectlon 505 of the Taxes Act 1988 or Sectlon 256 of the Taxation of Chargeable Galns Aa 1992 to the extentthat thesè are applied to Its chafftable objects. No tsx char8es have arisen Inthe Charity. 8. Debtors 3V03120 3110312022 Prepayments and a¢¢rued Incomè 9. Cr•dttors Amounts fallln8 due within one year 3V0312023 3V0312022 Accrued expenses 1,422 10. Movement ID Funds All assets are induded wfthln the Unrestrtcted Fund: all Inccrfnin8 res￿rceS to be applied to the general tharrf(able purposes of the tharity. 11, R•l•t•d p•rty tr￿n￿ctIOnS and (ofttrnl The charlty, The 8ereavement Counsellin8 Service IS Wl. was underthe cc41trol of the Management Commlttee throughout the current and pre￿dIng year.

The Bereavement Counselling 5ervlce SW Ltd 12 MONTHS ENDED 31 MARCH 2023 L In¢ome resoufw from Benernted lund5 2022 Voluntary Income-Donatlons Frlends Activitles Grants Lottery prolect Bank interest re￿Ived Other income Sale of Flxed Assets Tralning fees 3.585 1.629 2,437 12.743 2. Incomè resourc•sfrom ch•rllable a¢ll¥lll•s 2023 2022 CCG Fundlng Other charltable activities 17,395 17,395 17,395 17.395 3. Analysls of totsl resources wend¢d Dlr•ct dwrltable Total u>sts JV0312022 Olrettly relatln8 to charltable activities 32,546 37.580 4. An•lysls of tharhable •cll¥ftles: c(Wn￿lI1nl and support Trnlnlryf lee> 3110312023 3yo312022 Dirertly relating to chartrable actlvitles 17395 17395 17.395 5. stsff Costs and PaymentstoTru5tees 3110312023 3U0312022 Gross stsff Costs 18,170 26,329 Staffing costs this year have induded 2 Parttlme Admlnfjstrators. cour￿e110rs and other admlnistratlve support are provided on a ¥oluntsry basis. The tharity does not operate any pension scheme.

The Bereavement C￿nsellIng seThI￿ SW Lt<l NOTES TO ThE Accoupirs 12 MONTHS ENDED 31 MARCH 2023 Accounti￿ Pojldes Ba51s of accountin8 The financial ststements hwe been prepared under the hlsttirical cost convention. The financial statsments have been prepared in accordan￿ with the Ststement of Recommended Practise "Accountlng and Reporting by Chartties. ISORP 2(h)S) and applKable accounting standards. The 2¢counts have also been DreDarèd with reRard to the prokflsions ofthe Charives Act 1993. The Charity ha5 taken advantage of the exemption from prepaNng a cash flow ststement conferred bv Financlal Reportlng Stsndard No. i on the 8rcNJnds that it qLEalifies as a small charlty. Fund xcountl Unrestritted undesjgnated funds are 8er*rnl fvnds avallable for use at thè dlscretion of the trustees In furtherance of the general oblettives oFth8 thaffty and which have not been desi%nated for any other Restrlrted funds are funds which are to be used In accordance with speofic restrithons imposed by donors or whlch have been ralsed bythe tharity for partIC￿lar purposes. The alm and use of eath restrlcted fund Ss Set out in the notss to thè finanoal ttatements. Incomln8 r•sow£es All Incomln8 resoijrces are Induded In the Ststement of Flnanclal Activities on a rè¢eivable basis when the charlty Is lÈgally ent￿lèd to thè income and the amount can be qu•ntSfted wlth reasonable accura¢y. Rèsources •xp•nd•d All expendlture Is accounted for In the Statement of Flnancial Actlvlties on an accruals basis Incluslve of any VAT which cannot be recovered ènd has been dasslfbed Ltnder headln8s that ag8regate all costs lated to the cate80ry. Costs ol 8eneratinB funds comprise the costs assodated wlth attractong voluntary Income and the costs of tradlng for fundralslng purposes. Charltable artivities eomprise those costs Incurred by the tharlty In the delfvery of ￿5 actlvltles and servlces for Its beneflclarles and Indude both the direct costs and support costs relatlng to those artlvlties. Governance costs those •s50dated wth the 8eneral Tunnlng and strate8ic mana8èmont of the charlty as a legal entity and whith are not conrberted wlth the 8eneration of income or wlth dlrect charitable expenditure. NOTES TO ThE Accourirs

The Ber&wement CounsellinB Serylcè SW Ltd BALANCE SHEET 31 MARCH 2023 31 Mlrth 2023 YI Marth 2022 Note CURRENf ASSETS Debto¥s Cash Prepaymgnts 4L201 45,420 41.201 45,420 CREDITQRS: Amounts fallin8 due wlthln one v 18911 11,4221 NEf CURREKf ASSErs 40.310 NET ASSETS FUNDS Unrestrittèd income funds Re5trttted Income funds io io 40,310 43,998 40,310 43,998 For the 12 monthg ending 31 March 2017 the company was en￿ed to exemptlon from audlt under sertlon 477 of the Companle5 A¢t 20C6 relatlnA to small companla. Dlréctori. rnspth)slbllltbes: The dlrertors acknowled8e thelr responsibilsties for complylng wlth the requirements of the Aci wlth respect to accountlng records and the preparntyon of acc¢)unts. TLS LJCL Trlsh Jones (Trea5urerl Dlrector

The Bereavement Cthmselling Servlo SW Ltd STATEMENT OF FINANCIAL AcnvmES {incorporoting on Income ond ExpenditureAccountJ 12 MoKfHS ENDED 31 MARCH 2023 Totsl Funds Totsl Funds Un-restricted Restricted 12 Months to Year ended Funds Funds 31 Mar 2023 31 Mar 2022 INCOMING RESOURCES CCG FuThdln8 Donatlons & legacles InsstM￿t Iwme Other IncoTh 17.395 3.585 45 17,395 3,585 45 9,158 17.395 1,629 4,492 Total Incamlnq resour¢•5 30,183 30,183 23,516 Rvourcw Expended Charltable activltles Governance costs 32.546 32.546 37,$80 31546 32.546 37,580 Nel Movement In funds forthe year Balance brou8ht foN4ard Balan￿ carrled fonvard The Ststement of Hnanrlal Actmttes Incol￿atS the St*ement of Total Re¢o8nlsed Galns and Losses requlred by FRS 3. All of the act￿￿e$ of the charfty arÈ dassed as L))nt]nvi

The Bereavement Counselling Serylce SW Ltd The Bereavement Counselling Service {SW) Financial Statements for the 12 Months Ending 31 March 2023 Charity Reg15tration Number: Cunpany Reg15tr3tlon Number. 1120156 S9￿17 R￿stered office 37 Tucker Close W@&ton Mlll Plymouth PL5 IAW TEL.[phone]

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of TFIE EteEAvE•4ehJ 4 On accounts for the year ended 31 LLJ Charity no (rf any) 11201SL Set out on pages l To I report to the trustees on my examinaticm of the aCC￿nts of the aLTh)ve charity (Ihe Trusf) for year endgj 31103120￿. Responsibilities and As the charity trustees of the Trust, y¢JU are responsible for the preparation basis of report of the accounts in aCCordar￿e with the requirements of the Charities Act 2011 1.the Act"). I report in resrEct of my examination of th8 Trusys accounts carried out under section 145 of the 2011 Act aThJ in carrying out my examination, I have followed the apt4icabEe Directions gwen by the Charity Commission under section 145(5){b) of the ACL I have completed my examination. I C¢)rfimi that no material matters have come to my attents'on I ') in connection with the examinat￿ w￿h gives m8 cause to believe that in. any material Independent examinerfs statement accounting records were not kept in accordance wtth section 130 of th8 Act or the accounts (k) not &cord wilh the accounti￿ reccrds I have no concems and have come across no other matters in connection wilh the examirk2tion to which attenti￿ sh￿Id be drawn in order to enab￿ a proper understarKJing of the accounts to be reached. ' Please delete ts words in the brackets rfthey do not apply. Date: Signed: Name: Relevant professional qualifi&*ion{s) or body (rf any): Ssoci $4r1￿￿ o< T•4fft1 ic IOWJS Addre5S: 11 Section B Disclosure Onty complete if the examiner needs to hwJhlight matters of COnc￿n (see CC32, Independent examinatM)n of charity accounts: diwtions and guidance for examiners). IER October 2018

Glve here brief details of any items that the examlner wishes to disclose. IER October 2018