c￿vanY Numbtr.. 05487998 Ch*rity Number. JE21792 People First Mers¢yside Compgny Limited {A Company Limited by Guar*nt¢t) Annu*l Rewbrt Financial Statements For iht year ended 31 March 2022 S¢ftcffj c￿￿11 fw knice Jtd ￿(￿. Suite 3b U? OLfj *A8FVth1862S 2911012022 COIIPANIES HOUSE A12 #52 People First Merseyside Company Limited Contents Pages 3-12 Trustees. Annual Rewrt 13 Independent Examinerfs Report 14 Stslement of Financial A¢b"vrtres 15-16 Balance Sheet 17-30 Notes to the Finart￿l Statements page 2 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 The trustees, who are also Directors for the purposes of the Companies Act. present their annual report and financial statements of the charity for the year ended 31 March 2022. The financial statemen15 have been prepared in accordance wth the accounting policies set out in note 1 to the accounts and comply with the charity's governing documeni, the CharitiesAct 2011 and Accounting and Reportins by Charities.. Statement of Recommended Practice applicable lo charib.es preparing their accounts in accordance with the Finan¢ial Reporting Standard 102 appliGable in the UK and Republic of Ireland. The accounts have IYeparte(l from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved follwng the Statement of Recommended Practice for chanties apptying FRS102 rather than the version of the Statement of Recommended PractKe vknich is referred to in the Regulat￿nS but vthich has since been swihdrawn. Objectives and Activities The objects of the charity a￿ lo:_ 1 I To advance and promote the education of those members of the public wlh leaming th"s3bilities or leaming difficulties in parti¢Lblar by the provision of training facilities and workshops in self advocacy and related areas, including., lal Enabling and assisting people %Mth learning disabilibes or leaming difficulties lo speak up for themselves, to share ideas and voice opinions with others. Ibl Assisb"ng and enabling people wtt) leaming disabilrfies or leaming difficulties to enj¢)y the same rights as everyone else. to attain greater independen￿. freedom of ¢hty¢e and partiCiP81iort in community. 2) to advance public education about the educational. psychological and emolional need5 of people with a leaming disability or leaming diffKulty 31 to promote or assist in promoling research into all aspects of SLKh needs and lo di$5eminate the useful results of such research for the benefft of the public. In setting oui objectives and ￿annIng our ath"vib"es the trustees have g¥en carefvl consideration lo the Charity Commisson's guidance on public benefit. Achievements and Performance The promotion of SelfAdvo¢acy and rts benefits for People learning disabiliiies is central to People First Merseyside. We aim to help people wih leaming disabilib.es in Lrverpool and Sefton lo". Improve their Self+confiden¢e and Sew Esteem Reduce Social Isolation Improve Psychological well being Have more choice and control over their ovm lives. 2021- 2022 has been a year of change for People Firsl Merseyside. In O¢tober 2021 the coordinator of 15 years left the organisation. This has left a gap in the workforce. We b%tre able lo recrurt intemally someone who has worked at the organisation for 20 years and was able to take on the duties of the previous coordinator allowng for an almost seamless transition. This meant we had to have an intemal reorganisation of the workforce.. we took on 2 part time workers to ba¢k fill a vacant post. page 3 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 We then losl another full-bme worker in December. we recwited extemally to fll tht5 Post As soon as we were able. we reopened our olfice lo members as we felt as a user led organisation Ihis was extremely important. We had to adhere lo many restrictions induding limrting the time members were present and hiring 8 larger foom to allow for $o¢ial dislancing. We were able lo offer members activity on most days as well as supporting members to attend the various partnership and fte￿Ork meetsngs tsking place on Zoom and Teams. Paid W￿kerS vRre now able to do a mixture of home and offi¢e working vthi¢h is something we have tontinued to do allowing them more flexibilty. During the ￿ole of the pandemi¢. we were able to conb.nue our w)rk in one fomi or another this is why when restrictions were irfied we were able lo ￿$p￿d arKI adapt to the changes very quickty. Even though this has still been a difficult year we have been able to a¢hieve posibve outcomes and at ttNs point we are able to take on new chauenges. and have achieved success in the followin9 areas. Sefton This year the Sefton Group has seen a change in the workforce as the Sefton worker took on the rc4e of coordinator, we recruited internally to fill the vacant post wth someone who is extremely skilled and familiar with the geo9raphy and landscape of Sefton. This meant Ihat there was a seamless transition. Our Sefton group have continued to provide a self-advocacy service for adults with a leaming disability living thin the borough of Sefton. This work is funded by Sefton M8C and Sefton CCGS. The Sefton group support the work of the Sefton Transforming Care Partnership Board. People First Merseyside are taking a lead in supporting the Leaming-Disabled Co Chairs at meetings. This year we have been part of a reofganisation of this board. The changes to health and social care becomin9 the ICB lintegrated Care Board) this btsartj is now called the Sefton Leaming Disabilty andlorAub"sm Coproduction Board. We continue to be an integral part of this work. Members in Sefton take part in Community Nefvthin9 meetings such as Health and Social Care Forum and Heallhwat¢h's Community Champions Nefvlork. These meetings are an opportunity to promote the work of People First Merseyside and seff-advocacy in Sefton. Meetings are sb"Il taking place on Zoom and Teams. however some are now starting to think about returning lo face lo face meetings. IAembers were able to continue being part of these nettvorks and lo speak up about the services they r￿e1ve in Sefton. This year also we have been involved in some larger pieces of w)rk induding the procurement and development of Day opportunilies in Sefton. This induded development of easy read consultation malenals that were to be distributed to people across the borough to enable people to be involved in having a say. as well a5 supporb.ng the development of a ￿ferenCe group working in partnership wilh Sefton counal lo engage People learning disabilities andlor aub'sm, parents and Carers and pfofessionals. During this period. we had 5.889 interactions wth 991 indiwduals from Sefton and took part in.. 82 consultation events 72 Training Sessions 53 Community Nehvork MeetiThJ$ 159 Awaieness Raising Sessions 1,566 1 10 1 member support sessions 225 Community Activities page 4 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 Members of People First Merseyside Sefton group gave 4072 volunteer hours valued at delivered £53.600 from April 2021 - hAarch 2022. This number is reflective of ￿COVery as we ￿rne away from restrictions a result of the pandemic think this is signffi¢ant a¢hievement and shows the commilment of our mw)bers. Merseyside Live and Leam proi•ct People First IAerseyside Live and Leam proiecl was fijnded by the National Lottery Community Fund, ,John Moores Foundation, PH Holl and The Community Transition Fund in 2021r22 the project provided a social support group run by and for people wrth a leaming th"sabilrty. The original projecl was adversely affected by the pandemic resth"cting opportunities to access the community. Members tslked about a change in direction. It was highlighled that for the last 2 years members have felt less in Control of the organisation including how they use the office, many of them fe they had Iosi the skills they used to have around office skills including using the ¢ompul¢rs. answering the phone and tsking messages, contributing to newsletters and websites el The aims of this new project are to increase the office skills of members to enable them to feel more involved in the day to day running of the office. For this change to the project we had 8 peer led approach. some of ¢)ur more able members becamè team leaders and were given the opportunty lo support the less able members of the group. This increased the skill level of all of our members vtho V•Ere able to take a¢livtbes su¢h as typing, ansv*ring the telephone doing resear¢h, using office equipment such as the photocopier and shredder. Ouring 2021122 70 people leaming disabl1￿"e5 have tsken part in regular meetings and activities. Dignty And Voices In Dying {DAVID} The DAWD Project is fvnded for 5 years by the Nalional Lottery Communty Fund.11 aims to address the subject of death 8n¢J dwng for people ¥￿th leaming disabilities. The project was developed after the death of one of People First Mer5eyside's members. When he died, he had no famity to make arrangements for his funeral. Our members expressed a desire to learn more about dwng and how lo plan for our ov4n death5. Despite the continued impact of covid M the delr¥ery of the DAMD proiecl, over the past 12 monlhs we have re-eslablished weekly face-tTrface whole-day sessions. This has enabled us to commence and progress key aspects of the Proje¢t and revisit some of the potenb.ally more ernob.ve issues with one-t(￿one support available. Members are keen lo advance the DAVID project. to share their experiences and. during the last year we have had a complete change in the workforce. the staff team now comprises one full-b.me plu5 ￿ part-lime development workers. we have the capacity lo ￿ganISe additronal focussed sessions. In our task and finish groups we have discussed emergency cards. ReSPECTIADRT forms. decisions regarding resuscitation {DNACPR doGumentslionl, Will making and organi%ng a Power ofAttomey. A local solicitor specialised in Wills and Probate met with members to answer questions and offer ongoing guidance. A represenlalive from Thompsons Funerals. local co-ordinator of Dignty funerals, joined members in May to discuss funeral planning, while input from Liverpool Bereavement Counselling wll consolidate the work alreaéy undertaken on the stages of grief. Members are nearing the completion of suipt-wriljng in preparation for a series of 6 short infomialive and accessible films to be made with kscal film-maker Jake Ryan. in Junel July 2022. These films will serve as a core aspecl of future workshop5, death cafes and roadshov&S. alongside member4ed ￿sen￿tiOnS. activities. and easy-read booklets. page 5 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 Additionally. members have eonlinued their collaboralion wth Photosymbols, an online photo library for eaSY-￿a￿ infomiation featuring actors leaming disabilib"es. They have now met director, Pete Le Grys, in person. provided initial feedback on ideas and selected tsvo representstsves who wll act as models for a serie5 of images relatin9 to death and bereavement. Members will a150 ad as expert advisors and opportunilies for ongoing collaborations are being consillered. Keen to share their learning. members faclitated a Dealh Cale, offering a relaxed social space in véhich topics relating to dealh and bereavement could be discussed, at a People Shaped Support IPSSI Centre, in December 2021. With the easing of eovid res1ncti(￿s, links vthth New Direcbons have been re-eslablished and members are excited at the prospect of delivering workshops to carers. During this repoth'ng period we have recorded the follow"ng: 21 steering group sessions. 32 task and finish group sessi¢)ns. 29 members engaged in steering groups and Task and finish Groups . 4 Death Cafes Advocacy Liaison OffKer Funded by the Steve Morgan Foundation in the penod 2021r22 ourAdvocacy Officer has continued to provide 1 to 1 issue-based Advocacy fcK people learning disabilities and or autism. These individuals come complex personal issues that take b.me to deal wth. The grant has had a huge impact on the organisation. As a user led self advocacy group we work wlh our members in groups, this did not alow us to support members wth 1 to 1 issues that were often complex in nature requiring en9agemenl wth other organisations and agencies which Can be complex and time consuming. As a small org8nisats.on with little spare capacAty wthin the workforce dealing ￿￿th these issues was dilTicult. Having an additional W0￿er dedicated to supporting members with these issues meant they were given the support they needed from someone who can Spend b.me them and support them lo navigate Complicaled Systems and prc¢esse$. "Having this funding from The Steve Morgan Foundation has given us the capacity to support our members w7th 1 to 1 complex issues gi¥ing them the time and support they need for as long as they need We have noticed an improvement in the physical and mentsl health of those The Advocacy Liaison officer has supported. he has truly been an asset to the organisation." Aside from wadical support. we also provide emotional supwt ￿en facing up to ftightening issues. Knowing that they have a safety nel for all matters gives our members a sense of security whith they might otherwise not have aVaila￿e as a person with a leaming disabilsty. In some cases, providing this intermediary role can rdieve the pressure on families. and so help maintain positive familial relationships. In its second year. this project has supported PFM membefs ¥￿th a mLltitude of issues induding, but not limited to the fdlowng". Social Services. referrals for. safe9uarding, new care packages. page 6 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 rehousing. Chasin9 up medical referras and attending appointments. Domestic abuse Hate crimes. Support completing and sending fomis and attending meetings Benefits issues including applicabons and appeals. Debt management including seth.ng up repayments. writ&offs. and refunds. Official complaints. Accessing mentsl heatth support including counsdling and medK4tion reviews. Commercial and tax refunds. Moving homes. Occupahonal Therapy needs and accessitslity in the hc*ne. Financial capacity assessments. Regardless of the issue in hand. tyJr members knowthey Can to us for support. and we will do everything in our power to either address the problem directly or signposting lo someone who can. This knowledge helps promote a general sense of safety for our members many of whom do not have other sources of support and would othewse be mLJch more vulnerable. In many cases, having long term and regular engagement wth our members means develop a deep understsnding and trust. and therefore can support them in a manner that another agency could not. When an Issue is resolved wth someone receiving one-to-one advocacy supp￿, often they carry forward acquired knovAedge they have ￿arned from the work done together which can help Ihem avoid similar sitijations in fLrture. Autism Llalson Offl¢¢r In 2021122 we employed a aulism Liaison officer with funding from NHS England. Lisa role was to provide support to Indiv￿ua1S with a diagnosis of Autism who are not eligible for statutory services. As a result of the pandemic many people with autssm had become soaally isolated. y￿ wanted to offer people the opportunity to enter back into soaety in a safe and supportive environment. Communication is a common but complex challenge for many Autistic people. Lisa uses resources that redu￿ anxieb'es including a one-page profile that enables 3 person io Sha￿ infomiation about their needs and how they can be supported well e.g.. with an employer or vthen starts.ng wth a new group. Unf¢ytunately. we were unable lo secure further funding for this post beyond March 2022. Lloyds Banking Fouridalion Fund In this funding period we received £25,000 of funding from Uoyds banking Foundation to contribute towards our core costs and to enable us lo become more self-sustaining and less reliant on short temi project funding. As we had already agreed the organisational budget for this financial year the board made the decision to defer this pot of money into the 2022123 financial year. allowing us the ts.me to work with consultant provided by Uoyds to develcp a strategic plaft and set our pnonts.es for spending. NHS England commissioned projects We have several projects commissioned by NHS England in progress during this reporting period. Cancer Red Flag Symptoms & Look After Your Lungs: page 7 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 During ihis funding period we were able to deliver those awareness raising roadshows across the Northwest and Yorkshire and Hvmber that were delayed as a resull of the pandemic. In total we delivered 42 roadshows. This was not as many as we originally planned. due to organisations still having reslricb.ons and not all¢Mng others in their buildings. Those we did deliverwere a great SLttess and in lotsl * met S28 individuals ant1 ha¢J some really positive feedback from those who attended. Leamlng DisabllltyAnnual Heatth Checks: In this funding period we have continued lo Fwomote annual healih checks attended lots of events promoting the booklets and deliverirwJ them across Seft(￿. The bO0￿etS were completed and 10.000 printed. Passport To G¢>od Health: The aim of the project is to promote good general health and health servi￿$ lo people wth leaming disabilities in Sefton. Again. the projecj had to be adapted due to Covid lockdo￿ restrictions. The project began wth a Series of sessions for our membets to leam about a range ol health issues and services e.g. screening services. Immunisations, chronic conditions etc_ Members then worked on developing an accessible easy read booklel covering a wide range of health topics. The booklets were completed and 4,$00 have been printed. We have been unable lo have the 3 events to promote the r)ooklets and raise awareness of general health for people wth leaming disabilities, parents I carers and provider organisations as organisalions str'll have reslnctions about attending face to face events. page e People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 Financial Review The charity had a deficrt forthe year of £26.374 {2021'. surplus £33,284). The deficit on the unrestricted funds wa5 £17,321 12021." SurplLJS 33.7141. Nel assets at 31 March 2022 V￿re £240.208. The balance on the general fvnd at 31 March 2022 was £46.203. Reserve5 Policy The Charty endeavours to retsin in its unrestn.cted funds. suffiaenl fvnds to coverthree monlhs, tumover for the Charity's core activitie5. The Trustees require a min1mum of at least thi5 figure at the stsrt of each financial year in order to safeguard against budgetary Problems o￿as4onallY experienced by our core lunders_ Theref¢ye a Contingency Fund of £59,857 has been designated. Plans for Future Periods The Board of Oireetors C￿n￿AL*S to discuss and source aftemative soy￿e$ of In￿Me to diversify funding streams in the lulure. The Trustee$ have set aside fvll Redundancy Prow$1￿$ for staff vtho meet the criteria. Reference and administrative details Charity number." 1124792 Company number.. 05487998 RegiSte￿d Office". 3rd Fl(4N The Investment Centre. 375 Stanley Road. Boolle L20 3EF page 9 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 Our advisors Independent Examiner. 8ankers'. Anthony Deegan MAAT, MICB Pm.¢Jip Unty Trust Bank. 4 Brindleyplace. Binningham. B12JB Directors and tru$tees The directors of the charitable company {Ihe charty) a￿ ils trustees for the purposes of chanty taw. The Injstees and officers serying duriry the year and since the year-end were as follows.. Trustees Andy Bowskill" Patrick Burke Karen Oufy Rebecca Ferguson Emma Grange Nicola Hall Phillip Hume Geraldiine Mcconaghy Siobhan Storey Susan Williams Simon Walker J8de Martlew Paul Walsh - 8ppoFnted 30 May 2022 - appointed 28 June 2021 Other Key Management personnel-. Co_ordinalor to October 2021 Co-ordinator from Ooober 2021 Helen Flett Joanne English page 10 People First Merseyside Company Limited Trustees. Annual Report For the year ended 31 March 2022 Structure, Governance and Management Goveming Document People First Merseyside Cornpany Limited is a company limited by 9uaranlee govemed by its Memorandum and Articjes ofAssociation dated 22nd June 2005. It is registered with the Charity Commission. Anyone over the age of 18 can become a member of the Company and there are currently 13 members1111 in 20211, each of wA)om agrees to contn.bute £10 in the event of the tharity winding up. Appointrnenl of trustees As sel cwt in the Arti¢les of Association the trustees are de¢ted by members of the charitable company attending the Annual General Meeting. The longest seryice one third of tru$tees retires each year and 1$ able to offer themselves for re-election. Related parties and cwperation wth other organisab.￿S None of our trustees re￿ve remunerab.on ￿ other benefit from their V*Drk ￿1h the charity. Any connection befvjeen a trustee or senior manager of the eharty and any clieni or supplier is disclosed to the full board of trustees in the same way as any other conlractual relationship with a related party. In the current year no such relalefj paty transa¢b"ons We￿ reported. Risk Management The trustees have a risk management strategy %thich comprises.. an annual Teview of the Principal risks and uncertainties that the charity faces-. the establishment of policies. systems and procedures to mitigate those risks idenbfied in the annual review., and ' the implemenlalion ol procedures designed to minimise OT manage any potential impact on the charity should those risks materialise. This work has identified that financial sustainability is the major financial risk for both the charty and ils subsidiary. A key element in Ihe management of financial risk is a regular review of available liquid funds to setue debts as they fall due, regular liaiyjn the bank and active management of trade debtors and creditors balances io ensure sufficient working caprtal by the thafity. Attention has also been focused on non-ffinancaal risks arising from fire. health and safety of clients. food hygiene. These risks are manageA￿1&th chECkS￿d pw ￿Tr)￿d proiec¢g John Moore5 Fojndauon and ieatn w(yecL en#L￿n$ With le•rnir8disth¢l¢iiCSts ew8e in Com￿NJ￿1ry￿KPOfWr4E1¢g Ixubj fn*Its￿P$l￿d [td￿ so¢￿1 PH Holl todelivtt Mttwside Live and klm ryr4e4eDthhnÉ FayIEwith 1r¥TriDgd1w￿tsE1¢S Irttik￿Murt iypwunitit4 buijd fri￿ShIPs1nd redwe srKiJI ¢501￿ltyL The notes on pages 17 to 30 form part of these finanoal ststements Poge 28 People First Merseyside Company Limited Notes to the Accounts (cont.) For the year ended 31 March 2022 16. Restricted Funds {conL) Sefiots Commun¢tyTwfjiiion fyThl to d¢liYer Mewide knve a￿1 karn wojcci¢m￿1Th&p￿)p1c w¢th karningdi*tslities ￿ eh888e in COIn￿wiitY QP￿￿ll￿11i￿ bwid ftiendship5 and red￿tIo¢￿￿ ￿all Sieve Mow found¥thw fi￿ding*￿prOy1rt¢a￿Ad￿￿ lA￿s￿￿riG¢( I to I karninKdwbiliti¢s atrtss Merseysi 17. Angly$ts of Net knsets Pre￿(￿$Y￿etsdeI 31 Marth 2021 un￿$￿c*d Fv Tthl Funds Fw Furtds 93.787 14JS) 119.874) .925 113.201 286.glj (4f55) f19,$74) Curttnt Liabiliti LODB Term Liabilil 73.458 49.935 143.201 266.584 Cuftertiywefvjed 31 Much 2022 TOMIS Fu￿J$ CurrtrttAwts Curreni LiJbiliue5 72.805 (4731 (26.1291 59.8)7 266.810 (4731 16303 59.857 134.148 240208 The notes on pages 17 10 30 form part ofthese finanoal Statements page 29 People First Merseyside Company Limited Notes to the Accounts (cont.) For the year ended 31 March 2022 l& Comparative St*ttment of FiB*ntial Activitits Information In order to comply with Financk41 Reporting Stsndard 102 vthich requires comparative information to be provided for all amounts. this note provides the necessary disclosure for comparative purposes of the Statement of Financial Aclivib"es for the year ended 31 March 2021. Unresthcted Fund Restn"cted FUTr Total Funds Income Donations and legacies Comparative aclivib.es Other Trading Activities Investments Other income 1.216 1,216 274.821 29,211 57 3,117 274,821 29.211 57 2.567 550 Total income 33.051 275.371 308,422 Expenditure on Charitable activities {662) 275,801 275,138 {6621 275,801 275,138 Net incomellexpenditure) 33.714 1430) 33,284 Other Recognised gains.. Net movomgnt in funds 33.714 {4301 33,284 The notes on pages 17 to 30 form part of these finanaal ststemenls page 30