## **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
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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