SWANin
South West Advocacy Network
SWAN ADVOCACY NETWORK
TRUSTEES, REPORT & FINANCIAL STATEMENTS
FOR THE YEAR ENDED
31 MARCH 2024
Charity Number: 1125679
Registered Company Number: 06599429

SWAN ADVOCACY NETWORK
Index to the Report of the Trustees and Financial Statements
For the year ended 31 March 2024
Page
Report of the Trustees
Reference and Administrative Details
Chairfs Introduction to the Annual Report and Financial Statements 2024
SWAN'S vision and mission
Review of Charity Activities
Performance report
Training and Education
Volunteering
Partnership Working
Legal Status and Charity Objectives
Risk Management
Responsibilities of the Board
Public Benefit
Financial Review, ReseNes and Investment Policy
xiv. Trustees, Responsibilities
v.
6-10
10
12-13
13-14
15
16
16
16-17
17
ix.
Auditors, Report
18-20
Statement of Financial Activities (SOFA)
21
Balance Sheet
22
Statement of Cash Flows
23
Notes to the Financial Statements
24-32

Swan Advocacy Network
Report of the Trustees
The Trustees present their report and financial statements for year ended 31 st March 2024.
Reference and Administrative Details
Charity Name
SWAN Advc￿cY Ne￿Ork
Charity Number
1125679
Company Registration Number
06599429
Trustees
Ms Claire Tough
Mr Alan Guyver
Mr Peter Harding
Mrs Lynda Corwin
Mr Povanen Veerappapillay
Mr Mahrus Jalil
Mr Richard Davis
Chair
Treasurer
(appointed November 2023}
Chief Executive
Vikki Holloway
Registered Office
Hi Point
Thomas Street
Taunton
Somerset
TA2 6HB
Bankers
CAF Bank Limited
25 Kings Hill Avenue
West Malling
ME19 4JQ
Auditors
A C Mole LLP
Chartered Accountants and Statutory Auditors
Stafford House
Blackbrook Park Avenue
Taunton
Somerset
TA12PX

Swan Advocacy Network
Report of the Trustees
Chair's Introduction to the Annual Report and Financial Statements 2024
l am pleased to introduce the annual report for SWAN for the year 2023-2024 and financial statements for the
financial year ending March 2024.
This year has been marked by significant and successful progress and impactful initiatives that continue to
underpin our commitment to deliver on our vision and mission toward advocacy and client support in the
geographical areas where we have an influence.
Following our:Gomprehensive governance review and the implementation of the board workplan we have
continued to reinforce our organisational'intégrity and strategic direction. Our Board Evaluation 'Day on the Isle
ofwight in June provided a dedicated session for discussion and enhancement of our governance practices. The
day also provided valuable insights into the operational business and fostered a culture of continuous
improvement and an opportunity for Board development. Furthermore, Board representation at the workforce day
in Dorset in De￿mber underscored our commitment to engaging with and understanding the needs of our
frontline colleagues. This event was instrumental in fostering a stronger connection be￿een the Board and the
workforce, ensuring that our strategies are aligned with the needs and aspirations of our team.
We are pleased to welcome new Trustees who will formally join our number at our AGM in November; their
diverse expertise and fresh perspectives will continue to enrich our governance and decision-making processes.
In addition to strengthening our leadership team, we have secured three new contracts for Dorset, including
Bournemouth, Christchurch and Poole, West Berkshire and Portsmouth. These contracts align with our vision
and mission and broaden our scope of influence. We welcomed colleagues who have joined us and will enable
us to deliver enhanced seNices for our commissioners and support lo our clients.
All of this would not be possible without the dedication and support of Vikki our CEO, and her senior team. Our
thanks go to those who have worked tirelessly to secure a brighter, more stable future. In addition, we thank the
support and generosity of our volunteers who enrich the quality ofthe services we provide.
I thank our funders from individuals donations to grants from charitable trusts, for their generosity. we look forward
to working and celebrating our fulure successes with you. Last but not least, I thank my fellow truslees for their
invaluable help and support and the new opportunities for SWAN in the future.
Claire
Chair of Board of Trustees
Iistr 2014

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
SWAN'S Vision
SWAN is committed to furthering the human rights of individuals by helping people to access their rights. lead
the lives they want to lead, live without fear of discrimination and be as independent as possible. SWAN Trustees
and workforce are passionate and committed to the work that SWAN does recognising that 'everyone needs
someone on their side,.
SWAN'S Vision is:
'A world without discrimination, with tnje socialjustice, where people
are treated as equals and have influence on the decisions that affect
theirlives,.
SWAN'S Mission
SWAN operates in a competitive environment, delivering services to
the most marginalised people in society and striving to ensure that
access to rights operates on an equal basis. The people delivering
SWAN services are passionate about their work and SWAN is an
organisation that cares deeply about justice, fairness and
independence.
SWAN'S Mission is:
'To be a fairand inclusive employer. respected by all stakeholders fordelivering high quality, pe￿on centtpd and
innovate services that ensure equal access to rights,
What we do
Advocacy has its foundations in Human Rights, we support people to get the information they need to understand
them. Everyone has the right ensure that their wishes are at the centre of decisions being made about them.
Advocacy helps people to have their voices heard so that they can achieve the outcomes they want in their life.
SWAN provides different types of advocacy to people in a variety of different situations and always seeks to
enable as much independence as possible for every individual.
Victim of Crlme Advocacy Service IVOCAS)
VOCAS provides enhanced adult advocacy alongside practical and emotional support to victims of crime and
anti-social behaviour across Avon and Somerset. VOCAS empowers and enables individuals to cope and
recover from their experience as a victim of crime. Some of the cases are complex with multiple issues to be
addressed.
"A massive thanks.... You have both been amazing, always polite and always
ready to speak to me when I needed you. I could nol have done it wilhout your
help, and it really feels like your wort( is giving some olmy life back"
Client

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Independent Mental Capacity Advocacy (IMCA)
Our IMCA service provides independent advocacy for people who are deemed to lack capacity and have no-one
else to represent them in decisions being made about their life. This may include where they live, what medical
treatment they receive, what care and support they need or as part of 'protective measures, to ensure they are
safe form harm or neglect. IMCA advocates also work with people who are subject to a Deprivation of Liberty
Order (DOLS)
Deprivation of Liberty Safeguards (DoLS}
Advocacy is provided for people who experience deprivations of libety through their living accommodations
andlor their care planning approaches. Advocates ensure that restrictions are necessary and proportionate, and
that mental capacity and best interest decisions have been fairly made, or whether an application to the court of
protection is necessary to challenge a decision. Some advocacy for DOLS is provided by IMCAS and some can
be provided for by any paid or volunteer advocate who is appointed as the Paid Representative.
All your advocates thal we have worked with provide excellent seryice. They
are experienced, knowledgeable and dedicated to their clients. They are
flexible when needed. approachable and easy to work with.,
Professional
Independent Mental Health Advocacy {IMHA)
IMHAS have a regular p￿sence on wards to support people at tribunals. appeals, care plan meetings and those
on ward rounds who have been detained under a mental health section, a Community Treatment Order or
Guardianship, an informal inpatient at a mental health hospital or a Carer of a qualifying patient. Advocates help
people to access records and legal support,. communicate wtth professionals and understand their rights in
relation to their legal situation, their medication, and their right (or not) lo temporarily or pennanently leave the
place of detention. IMHAS also facilitate 'Have your Say, meetings on wards to provide feedback on their
experience and raise any issues to the ward.
Independent Care Act Advocacy (ICAA)
The Care Act of 2014 ensures that people who have 'substantial difficulty, in understanding the Care Act
processes and have no other appropriate person to support them is entitled to an independent advocate.
'Substantial difficulty, may be due to a learning disability or a physical or mental health condition. The aim is to
ensure an individual's wishes are at the heart of the process and to enable them to be involved as fully as
possible.
Independent Health Complaints Advocacy {IHCA)
This service is provided to anyone over the age of 18 who has a complaint about any NHS funded Servi￿ within
the previous year. We support people to consider the outcome they would like from making the complaint and
we adapt the level of advocacy support required during the complaint process to suit the individual. SWAN
provides a range of self-advocacy tools for people to pursue their own complaint rf they feel able to do so. Health
complaints can be long and complicated with many cases staying active for more than 12 months.

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
"I need to let you know that l am physically crying with relief. Today's meeting is
astonishing for my brain(s). SWAN managed to filter through n7y gartJled/chaotic
way of lrying to communicate and n7anaged to -_without exception-_ capture
EVER YTHING l am struggling with and put it in understandable concise form,
without judgement, and secondly, my visitor (advocate) was the most decenl,
understanding, warm, validating human being I have ever met."
Client
Community, Self or Generic Advocacy
Community advocates work with individuals who have difficulty being involved in decisions that affect them due
to leaming difficulties, physical or mental health issues, acquired brain injury and dementia. Advocates ensure
that individuals are afforded fair and equal treatment through knowledge of all available options and access to
relevant information and professional advice. This includes a wide variety of issues including benefits
assessments, medical appointments, employment issues. gaining access to care and support, working with their
care provider and making complaints. Other Community advocates work to promote and support self-advocacy
within their localtties for people with a range of disabilities, commonly shared experiences and concerns. This
advocacy support is accessed through our Be Heard projects. (please see volunteering)
Non-instructed Advocacy
Non-instructed advocacy uses different approaches when an advocate is representing a person who is unable to
instruct andlor consent to advocacy provision. The approaches used focus on all or some of the person's
circumstances. for example, their unique needs and views or the appropriateness of their care or accommodation
services or as part of formal
health and social care decision making to ensure the person's views are at the heart of these processes. Not all
advocates will use non-instructed advocacy, but it is an important part of independent advocacy knowledge and
non-instructed advocacy training is provided to all active advocates.
"Advocate helped me to have a better understanding of the clienl and they
managed to open a line of communication that we were slwggling with."
Client
Children and Young People's Advocacy (CYP
CYP supports children and young people who are looked after, within child safety legislation orwho are receiving
health & social care services. SWAN does not hold a current CYP Service. but many advocacy InStan￿S occur
where children and young people have a right to access advocacy in other situations. These include IMHAS who
work with young people detained on ward and young people who are transitioning to adult social care services
and have a right to access a Care Act Advocate. IMCAS may also work with young people aged 16yrs+ as Be
Heard Community Advocates.

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Performance Report
Our Goals and Performance during 2023-2024
SWAN has developed the following strategic goals to further the charitable objects of the organisation and deliver
its Vision and Mission.
1. Embed organisational resilience by generating financial and people capacity to increase its outcomes and
impact
2. Enhance our profile, build our reputation and expand our geographical footprint in the South-west and
nationally
3. Increase our influence, capacity and ability to ad though the development of strategic alliances and
partnerships
The achievement of the strategic goals will increase revenue, efficiencies, collaboration and advocacy awareness
through a broader geographical footprint.. Furthermore, it will encourage a healthy workforce through strong
retention and cultural cohesion. The cultural foundations of SWAN are of vital importance and built on trust,
accountability and personal responsibility which is a tangible thread through all that we do, underpinning
relationships, decisions and behaviour.
Top Issues Supported
Rights under the Mental Capacity Act
Supporting people to be at the centres of decision-
making processes
Rights under the Mental Health Act
Supporting people to be fully involved with and
challenge their care and trealment
Access to Health and Social Care
Supporting applications for Needs and Care
Assessments
Health and Social Care Complaints
Supporting people to use formal processes
regarding their health or social care expertence
Parents Advocacy
Supporting parents with additional learning
need5 who are wrthin children and family
services
SWAN delivers advocacy in the South of England and in 2023-24 expanded its geographical footprint through
the awarding of advocacy contracts in Dorset, Bournemouth, Christchurch and Poole, West Berkshire and
Portsmouth. This adds to SWAN'S existing portfolio of Somerset, North Somerset, South Gloucestershire, Bath
and North East Somerset, Isle of Wight and Bristol. We aim for a local and responsive approach with hub and
office spaces, working closely with Commissioners and tailoring the services to the individual requirements ofthe
contracts.

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
South Glos,
and NE So
West
Berkshire
Somersgt
' Dorset& BCP
J4 Isl• of
In working toward achieving the strategic goals during financial year 2023-24 SWAN held 9,249 active cases and
received 6.517 referrals from partner organisations and self-referrals. During this time SWAN supported through
the following themes..
364
1073
Care Act- 1073
442
Generic - 442
IMCA- 989
3175
989
IMCA DOLS 945
IMHA - 2030
945
.t IHCA- 231
Paid Representative - 3175
231
Victims of Crime- 364
SWAN operates a 'no wrong door, ethos and individuals can a¢¢ess our services through a variety of means.
OurAdvocacy Support Team who receive referrals into SWAN are highly experienced in assessing eligibility and
communicating with vulnerable people. They provide support to clients through first response advocacy, triage
and expert sign-posting. During the financial year the team answered a total of 9,035 calls and spent the
equivalent of 20 days. 8 hours and 52 minutes talking time with clients.

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
During 2023-2024 our largest number of referrals related to mental health, followed by dementia, as seen below..
2WO
1851
iooo
46¢
1600
4tr?
1400
1200
304b
1085
27
iooo
2511
800
600
SL13
400
309
iOE>
200
241
4J
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LD
PD
MH
A8in8
SWAN spent a total of 61,824 hours on the different types of advocacy, categorised below..
4590
8227
Care Act - 8227
Generic- 4032
4032
IMCA- 5504
23085
5504
IMCA DOLS 6544
IMHA- 12493
6544
I IHCA- 1936
Paid Representative - 23085
Victims of Crime - 4590
1936

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Safeguarding our clients are an important part ofourwork and advocates remain vigilant in raising safeguarding
alerts. During 2023-24 advocates raised 116 concerns in the following categories..
Financial 14
Domestic- I
li
Physical - 18
18
Neglect- 34
Psychological 4
Suicide - 22
Sexual - 11
Organisational
Discriminatory
Emotional
Pro-active Safeguarding
In March 2023 we attended the Somerset Council Safeguarding conference. We provided a workshop alongside
other workshop providers to highlight the benefits and purpose of involving Independent Advocacy in
safeguarding procedures. SWAN had an information stall throughout the day with information and guidance for
professionals on making referrals, working with independent advocacy and the role of the independent advocate.
SWAN delivered a webinar at Stop Adult Abuse Week in November regarding the role of the advocate in
safeguarding which focussed on a case study about self-neglect. Positive feedback wa5 given from all who
attended.
How SWAN lfved its Values
Our Values are central to our approach and the work we do on a daity basis. We work hard to ensure that we
demonstrate our commitrnent to them in all of our work-
Inclusivity
we work with people to find the best way to deliver advocacy to them and their
communities. In 2023-2024 we delivered Be Heard Projects to support people who weren't entitled
to statutory advocacy to develop self-advo¢a¢y skills and confidence.
Innovation
we are independent from other agencies meaning we can determine new ways to
deliveradvocacy in the way that people need it. During the reporting period we supported individuals
to develop person directed Advocacy Plans and provided advocacy coaching session5.

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Impact- we find new ways to measure our impact and use that information to improve what we do
and how we do it. During the financial year, in partnership with experts by experience to ensure
accessibility, we launched our bespoke online client outcomes surveys for all contacts and projects.
Impartiality - In 2023-24 we continued efforts to ensure advocacy is accessible to everyone to
ensure everyone can access social justice. This included prisoners, homeless people and those at
risk of homelessness and individuals subject to hate crime.
Training and Education
SWAN'S in house training continues to be an excellent resource ensuring that all advocates are appropriately
trained in Independent Advocacy and receive regular workshops to upskill on all disciplines. During 2023-24
SWAN registered 23 members of staff to complete the Independent Advocacy Qualification and as of March 2024
75 % of advocacy stsff were qualified or qualifying. Furthermore, the whole workforce complete mandatory
training in Safeguarding., GDPR., Health and Safety and Equality, Diversity and Inclusion.
During 2023-24 SWAN welcomed Mental Capacrty Act and other legal updates and training from Butlers LLP.
External development for the workforce was also provided on a variety of topics including..
Staff Autism Awareness delivered by an Expert by Experience
Human Rights Training delivered by the British Institute of Human Rights
IMHA for Children and Young People delivered by NYAS
Trauma Infomied Practice delivered by Change of Perspective
Working with neurodiversity delivered by Neurobox
SWAN works in partnership with other organisations to provide valuable advocacy training and information.
During 2023-24 SWAN were invited as a guest speaker at a variety of events including..
Somerset Council Safeguarding Adults Board multidisciplinary conference
Continuing Health Care conferen¢e- Somerset Council
Universtty of West England for social work students and trainee Best Interest Assessors
SWAN provided two 'lntroduction to Advocacy, training sessions to Somerset Local Authority newly qualified
social workers which was well received and attended. Social work students at Yeovil College received an
introduction to Independent Advocacy teaching session from our Social Work Practice Assessor I Service
Manager. SWAN also contributed the advocacy element for Adult Social Care online social care staff training for
South Gloucestershire Council- Co-produced the Easy Read in-house Health and Safety training and provided
52 workshops to staff from multiple trainers, including Experts by Experience, to upskill the workforce.
'I've learned about advocacy arpd really making sure that the service users are
able make their own decisions about Iheirlives."
Social Work
Student
10

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
"Having a meinber of slaff from an advocacy seryice speak first hand lo students
provides insights that I cannot easily replicate as a social WO￿ lecturer...
coming together as professionals wilh different backgrounds also helps students
understand some of the challenges associated with multi-agency working and the
unique role that independent advocacy plays in person cenlred planning..
Social Work
Lecturer UWE
Volunteering
SWAN is complimented by our volunteers and experts by experience, who selflessly give their time to provide
support to individuals and add value to our services. Our volunteers progress through a bespoke and dedicated
volunteer induction and training programme and some volunteers go on to become paid members ofstaff. During
2023-24 SWAN recruited 17 volunteers and benefitted from 524 hours (excluding student placement hours) of
volunteer advocacy.
Projects and placements that SWAN volunteers have contributed to include-
Be Heard Programmes
Be Heard in Somerset which was held at the Recovery College was co-delivered by our volunteer peer
advocacy coach and provided 40 hours of Be Heard workshops to people who have experienced mental ill
health.
Be Heard Autistic Adults included an Advisory Group of three Experts by Experience and two extemal
professionals who met and discussed all aspects of the project from leaflet design to the lay out of the tool
kits. The was delivered by six volunteers who supported 19 individuals with 103 hours of advocacy
coaching
'We are delighted with the seThice you have been offering via the Be Heard
project. The experts who have received support have given often glowing
views."
Professional
"I don't think you all quite understand what this seNice has done for me. l also
don't think you will ever know just how much this has helped me change myself.
I mention this because besides the issues I was facing this seThice has given me
the room to work on myself and those I love the most. It's given me hope and a
will to do some things to impmve my life. It's just given my head some space. I
will never be able to show you all the Ènje extent to which this helped and best of
all it still is.
Client

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Experts by experience are critical to ensure that the work we do is accessible. SWAN has created an advisory
group of experts by experience in Somerset to aid us in co-producing aspects ofour service. The group has four
neurodiverse members, one member with a learning disability and one memberwith a physical disability. SWAN
has also benefitted from the recruitment of a volunteer with a learning disability who supports our work creating
accessible information for people with learning disabilities and helps us at the office, and a volunteer with autism
to be an Advocacy Coach on the Autistic Adults project. They a150 provided Autism Awareness training to our
staff.
Two volunteers progressed on to paid positions within SWAN, 1 of whom had been out of work since 2007, but
volunteering gave her the confidence to look for full time paid employment again.
Partnership Working
Every Victim Matters
Stand Against Racism and Inequality (SARI)'s National Lottery funded Every Victim Matters (EVM) service
continued this year. EVM is a hate crime awareness and support service in Somerset, North Somerset and Bath
and North East Somerset {BaNES). Once again SARI partnered with SWAN and The Diversity Trust to deliver
the hate crime awareness element.
In-person Empowerment sessions were delivered to North Somerset Disability Access Group and People First
North Somerset's Speaking Up Group. At these sessions all attendees reported an increased understanding of
hate crime, how to report it, and where to get further support.
"It's good to know help is out there, and how to ac¢ess it"
Member of North Somerset Disability Access Group
Online training was delivered to Alliance Homes and SWAN contributed to the'open Access, virtual sessions led
by SARI with The Diversity Trust, the online Interfaith Round Table and an open access virtual Hate and Mate
Crime session.
Autistic Adults Project
SWAN worked collaboratively with SASS (Somerset Autism Spectrum Service) to develop and deliver the Be
Heard for Autistic Adult5 Project. SASS is a specialist multidisciplinary NHS team comprising of Psychology,
Nursing, Occupational Therapy and Administration, Spark Somerset (an organisation that provides information,
advice, training and support to Somerset's voluntary sector) and local autistic adults. Following this consultation
SWAN was awarded funding to provide the Autism Advocacy pilot project. The relationship with SASS and Spark
has been maintained and SWAN have become members of the original steering group responsible for creating
the pilot proposal. From launch date on 1 st September 2023, fifteen Autistic adults were referred into the seTvice
and six Volunteer Advocacy Coaches were recruited and trained, Some of them also being Autistic and others
having professional or personal experience of supporting Autistic adults.
"Many thanks for accepting my ￿ferraIs. I'm not sure how us and our clients ever
managed without this servicel"
Professional
12

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
"My experience with the Be Heard Advocacy scheme has been brilliant thus far.
After every referral, I receive a prompt email confiming the receipt of the referral.
I have then been kepl informed and up to date of any developments e.g., the
person being allocated, and have been asked for advice regarding clients where
necessary. It is great to be collaborating and sharing inforn7ation in this way to
support client outcomes. Very much appreciated, Ihank you for all your hard
workl"
Professional
ARC England Training Partnership
SWAN has its own internal assessors and work in partnerships with ARC England Training Centre, to provide
training for the Independent Advocacy Qualification. The partnership with ARC England is now established and
all advocates requiring qualification are registered with them. Two qualified TAQA assessors from SWAN work
closely with ARC England to directly provide assessor tasks for qualfying SWAN staff whilst under the guidance
and requirements of the ARC England registered Training Centre.
SWAN is grateful to all its partners for the work we do together.
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Legal Status and Charity Objectives
Swan Advocacy Network is a company limited by guarantee 06599429 incorporated on 21st May 2008 and
registered as a charity 1125679 on 1st September 2008 with the legal framework set out in the governing
documents, the Memorandum and Articles of Association. Prior to this, from 1999 Swan Advocacy operated as
an unincorporated charty under the name of South Wiltshire Advocacy Network. For the purposes of the
registered company and legal requirement5, it is referred to as'swan Advocacy" however the charity now trades
as 'SWAN' (South West Advocacy Ne￿Ork).
13

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Objectives of the Charity
SWAN'S objectives are expressed in the governing document, as follows:
The objects for wh￿h the Company is established are..
a) the relief of those in need, by reason of youth, age, ill-health, disability, financial hardship, or other
disadvanlage in particular but not exclusively by the delivery of advocacy, money management and
debt counselling.
b) the advancement of education in particular but not exclusively through the delivery of self-advocacy,
training and end of life planning.
c) the advancement of human rights, conflict resolution or reconciliation or the promotion of religious or
racial harmony or equality and dwersity, in particular but not exclusively by the provision of statutory
advocacy and victim support seNices.
Primanly, but not solely, in counties across the South West of England or adjoining the South West.
Under Charities Act 2011, Public Benefit requirement, Trustees have a duty to report on how SWAN meets its
charitable objectives for the public benefit. The strategic report provides information on how SWAN has achieved
this primarily delivered through the provision of advocacy and during 2023124 SWAN provided 59,754 advocacy
hours and helped 6,264 individuals to have their voice heard.
Governance
The Trustee board is responsible for the governance of the Charity and ensuring that it delivers its objectives.
Operational management is delegated by the Trustees to the Chief Executive who is accountable to the Board.
The Trustees are also Directors of the company for the purpose of company law. All Trustees are appointed
through a transparent recruitment and selection process and are elected to the Board at the annual AGM. The
skills and experience required for the organisation is reviewed through annual board appraisals and in 2023 an
extemal Governance Review against the Charity Code of Governance was commissioned. The review noted that
SWAN has very recently transitioned from being a small charity to a larger one which creates certain challenges.
The report stated that 'Despite the resourcing challenges, SWAN has made signifiGant prog￿sS. It has many of
the right mechanisms in pla￿, in development, orplanned,.
During the reporting period, the Trustees met formally four times for Board meetings and held an AGM in
November. The meetings were all in person at the Head Office in Taunton. The Chief Executive and the Director
of Finance and Central Services attend all Board meetings and other members of the Senior Leadership Group
attend as required. The Board held two further evaluation days, one in Taunton and one on the Isle of Wight
where presentations and discussions with other members of the Senior Leadership Group take place. A full
workforce event was held in December giving Trustees the opportunity to meet with the entire workforce.
Due to the size of the organisation and the Board, there are no sub-committees, and all information is discussed
at Board level. This is kept under review as SWAN continues to grow. A Trustee Task and Finish Group with
members from the Board is enacted when there are specific pieces of work to undertake. In April 2023 all Trustees
completed Governance Training for Boards.
14

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Risk Management
A comprehensive Board Assurance Framework and Strategic Risk Register is in place and is agreed on an
annual basis. Trustees reviewthe major risks to the organisation on a quarterly basis at Board meetings. Systems
are in place to monitor, and control identified risks to mitigate the impact they may have on the Charity. The
Senior Leadership Group review the operational and strategic rrsks on a systematic basis by way of standing
agenda items to ensure that current and emerging risks are considered regularly and raised to the Board if
required. The Governance review ststed.. 'The Business and Risk Assurance Framework is a set of robust
decision-making processes that arp subject to constant refinement,.
In April 2022 SWAN was reaccredited for a further three years with the Advocacy Quality Performance Mark
(AQPM), the only accreditation specifically aimed at Advocacy organisations. The organisation continues to
monitor progress against the stsndards.
In September2023 SWAN was awarded the Charity Excellence Framework Quality Mark, an annual accreditation
process that compares organisational performance and governance with sector averages. We achieved an
overall performance rate of 750/0, an increase of 11 % and 730/0 for governance, an increase of 80h on previous
results. This continues to be a work in progress through ongoing Board and organisational development activities.
SWAN partners with SSG Health and Safety advisers who conduct a comprehensive annual audit of the
organisations Health and Safety policies. procedures and processes. The 2023-24 audit demonstrated that
SWAN is compliant with no major issues and that minor areas for improvement are addressed.
Organisational structure and people
The operation of the organisation is delegated to a full-time Chief Executive who is supported by a Senior
Leadership Group including Director of Business Development and Marketing and a Director of Finance and
Central Support," Head of Services who lead on day-to-day operations, a Volunteer Manager and a Training
Manager. SWAN has a head office in Taunton and two hub offices, one in Bristol and one on the Isle of Wight.
Since the awarding ofthe contract for Dorset, Bournemouth, Christchurch and Poole a new office will be opening
in the Dorset area.
During 2023-24 SWAN employed on average 119 staff which equated to 81.5 full time positions and the work of
the Charity has been enhanced by the recruitment of 17 volunteers. SWAN staff and volunteers have a wide
array of skills and experiences, all advocates are either qualified or registered to complete the required level of
training in Independent Advocacy.
SWAN continues to expand, and accredited management training is in place for all managers within the
organisation. Between October 2023 and January 2024, 13 managers attended the Instilute of Leadership
bespoke and accredited 8-week managers programme, delivered by Access2hr. SWAN is committed to ensuring
that all staff and managers have the skills required to enable them to thrive and enjoy their working life within the
organisation.
As an organisation we are committed to Equality, Diversity and Inclusion (EDI). We have a Workforce EDI Group
which includes a Trustee and wotkforce members from all delivery areas, representing all diversity streams. This
year the group planned how we can better capture service demographics, worked to ensure our organisational
strategy included specific EDI targets, consulted on relevant organisational policies and procedures including our
Menopause Policy and identified and sourced specialist training. At the December 2023 workforce event, the
workforce committed to developing Team Charters to focus on creating posltive working relationships and
supporting the introduction of new people into SWAN. This remains a living process.
15

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
Remuneration Policy for Staff
Employee salaries are set at a specific scale and level, which allows for progression in the role at a salary which
is reflective of similar organisation's pay. An incremental rise is considered every April following the completion
of a positive appraisal review. Any substantial changes to remuneration are agreed by the Board as required.
An adjustment of 40/0 Cost of living increase was made to the SWAN pay scales for 2023-24 and incremental rises
were paid where eligible. SWAN staff pay is determined by the pay scale for all employees except for the Chief
Executive whose pay is detemiined by the Board.
Responsibilities of the Board
SWAN Board of Trustees, who are directors of the company, work closely with the Chief Executive to set the
strategic direction of the organisation. It is their responsibility to safeguard the assets of the Charity and ensure
the financial ststements comply with the relevant acts and legislation. Trustees volunteer their time, skills and
expertise freely and receive no financial benefit from the charity, expenses that are incurred may be reclaimed
and these are disclosed as required.
Company law requires that Trustees must not approve the financial statements unless they are satisfied thatthey
give a 'true and fair, view ofthe income and expenditure and financial state of affairs ofthe Charty. The Trustees
must keep proper accounting records that disclose the financial posrtion of the charity with reasonable accuracy
at any given lime.
Public Benefit
The trustees consider that they have complied with their duty under the Charities Act 2011 to have regard to the
public benefit guidance issued by the Charity Commission.
The advocacy services provided by Swan Advocacy directly benefit those in society who are at their most
vulnerable, due to age, illness, disability. in poverty or are socially excluded or a situation that they find
themselves in e.g. bereavement, victim of crime.
SWAN works within its charitable objectives to support people to have a voice, to uphold their rights, to prevent
discrimination and to gain the support and care that they need and are entitled too as well as resolve complaints,
concerns and difficulties. As well as our direct beneficiaries a wide range of others in society in general benefrt,
including those who come into contact with and care for our direct beneficiarie5.
Often the role the advocate has undertaken will influence and change working practice with statutory or other
care providers thus benefiting the wider society and communities we work in.
We work with our commissioners to identify gaps in provision and any barriers to people receiving the support
and care they are entitled too. We believe that it is important to promote the benefits of non-statutory services
with ourcommissioners. in terms of early inteNention, preventative support and building personal and community
resilience.
In addition to supporting clients to find resolutions to issues, clients tell us that receiving advocacy support
enables them to feel more empowered. take control of their lives and the learning of self-advocacy skills and
approaches assists them in their future lives.
Financial Revtew, Reserves and Investment Policy
Details of Swan Advocacy's activities in 2023124 is shown in the statement of financial activities on page 21.
We continue to win new business and retain existing business by providing high quality, effective, efficient and
value for money services.
16

Swan Advocacy Network
Report of the Trustees
For the year ended 31 March 2024
The Board have examined the charity's requirement for reserves considering the main risks facing the
organisation, such as cover of costs that might arise from sudden end of contract and to ensure sufficient cash
flow to finance current operation. Our continual regular forecasting will ensure we monitor income, expenditure
and our reserves to ensure we meet changing obligations.
Swan Advocacy holds cash in excess of working capital required within our CAF gold account. The amounts of
interest earned during the year was £8,721 (2023 £2,931). Our investment policy is such that we ensure that
our excess working capital is available for use at all time
Trustees. Responsibilities
The trustees (who are also directors of Swan Advocacy Ne￿Ork for the purposes of company law) are
responsible for preparing the Trustees, Report (incorporating the directors, report) and the financial statements
in accordance with applicable law and United Kingdom Accounting Standards, including Financial Reporting
Standard 102.. The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom
Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial year which give a true and
fair view of the state of affairs of the charitable company and of the income and expenditure, of the charitable
Company for that period.
In preparing those financial statements the Trustees are required to..
select suitable accounting policies and then apply them consistently.,
observe the methods and principles in the Charities SORP-
make judgements and estimates that are reasonable and prudent.,
state whether applicable United Kingdom accounting standards have been followed, subject to any
material departures disclosed and explained in the financial statements., and
prepare the financial statements on a going concern basis unless it is inappropriate to presume that the
Gharitable charity will continue in business.
The trustees are responsible for maintaining proper accounting records which disclose with reasonable accuracy
at any time the financial position of the charitable company and enable them to ensure that the financial
statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the
charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other
irregularities.
In so far as the Trustees are aware..
there is no relevant audit infomiation of which the charitable company's auditors are unaware- and
the Trustees have taken all the steps they ought to have taken to make themselves aware ofany relevant
audit information and to eslablish that the auditors are aware of that information.
Signed on behalf of the Trustees
Claire Tough
Chair of Trustees
er
Treasure
Iistr 2021F
17

Swan Advocacy Network
Independent Auditors. Report to the Trustees
of SWAN Advocacy Network
For the year ended 31 March 2024
Opinion
We have audited the financial statements of Swan Advocacy Network ("the charitable company.) for the year
ended 31 March 2024 which comprise Slatement of Financial Activities, the Balance Sheet. the Statement of
Cash Flows and notes to the financial statements, including significant accounting policies. The financial reporting
framework that has been applied in their preparation is applicable law and United Kingdom Accounting
Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republi¢ of Ireland
(United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements..
gtve a true and fair view of the state of the charitable company's affairs as at 31 March 2024 and of its
income and expenditure for the year then ended.,
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting
Practice., and
have been prepared in accordance with the requirements of the Charities Act 2011.
Basis for opinion
We conducted our audit in accordance with International Standards on Auditing {UK} (ISAS (UK)) and applicable
law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit
of the financial statements section of our report. We are independent of the charitable company in accordance
with the ethical requirements that are relevant to our audit of the financial statements in the UK. including the
FRC'S Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these
requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a
basis for our opinion.
Conclusions relating to going concern
In auditing the financial statements, we have concluded that the trustees. use of the going concern basis of
accounting in the preparation of the financial statements is appropriate.
Based on the work we have performed. we have not identtried any material uncertainties relating to events or
conditions that, individually or collectively, may cast significant doubt on Swan Advocacy Network's ability to
continue as a going concern for a period of at least 12 months from when the financial statements are authorised
for issue.
Our ￿SponSIbl11t[eS and the responsibilities of the trustees with respect to going concern are described in the
relevant sections of this report.
Other information
The other information comprises the information included in the annual report, including the trustees. report, other
than the financial statements and our auditor's report thereon. The trustees are responsible for the other
information contained within the annual report. Our opinion on the financial statements does not cover the other
information and, except to the extent othetwise explicitly stated in our report. we do not express any form of
assurance conclusion thereon.
Our responsibility is to read the other information and, in doing so, consider whether the other informalion is
materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or
otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material
misstatements, we are required to determine whether this gives rise to a material misstatement in the financial
statements themselves. If, based on the work we have performed, we conclude that there is a material
misstatement of this other information, we are required to report that fact.
We have nothing to report in this regard.
18

Swan Advocacy Network
Independent Auditors, Report to the Trustees
of SWAN Advocacy Network
For the year ended 31 March 2024
Matters on which we are required to report by exception
In the light of the knowledge and understanding of the charitable company and its environment obtained in the
course of the audit, we have not identified material misstatements in the Trustees, Annual Report.
We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and
Reports) Regulations 2008 require us to report to you if, in our opinion,.
adequate accounting records have not been kept or returns adequate for our audit have not been
received from branches not visited by us.,
the financial statements are not in agreement with the accounting records and returns.,
certain disclosures of trustees, remuneration specified by law are not made, or
we have not received all the information and explanations we require for our audit.,
Responsibilities of the Trustees
As explained more fully in the Trustees, Responsibilities, Ihe Trustees (who are also the directors of the charitable
company for the purposes of company law) are responsible for the preparation of the financial statements and
for being satisfied that they give a true and fair view, and for such internal control as they determine is necessary
to enable the preparation of financial statements that are free from material misstatement, whether due to fraud
or error.
In preparing the financial statements, the Trustees are responsible forassessing the company's ability to continue
as a going concern, disclosing, as applicable. matters related to going concern and using the going concern basis
of accounting unless the Trustees etther intend to liquidate the company or to cease operations, or have no
realistic alternative but to do so.
AuditOTS' responsibilities for the audit of the financial statements
We have been appointed auditors under Section 144 of the Charities Act 2011 and report in accordance with the
Act and relevant regulations made or having effect thereunder.
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free
from material misstatement, whether due to fraud or error. and to issue an auditor's report that includes our
opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in
accordance with ISAS (UK) will always detect a material misstatement when it exists.
Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they
could reasonably be expected to influence the economic decisions of users taken on the basis of these financial
statements.
Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures
in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities,
including fraud. The extent to which our prO￿dureS are capable of detecting irregularities, including fraud is
detailed below:
Identifying and assessing potential risks of material misstatement due to irregularities
We considered the following when identifying and assessing risks of material misstatement due to i￿egUlar1ties,
including fraud and non-compliance with laws and regulations:
the legal and regulatory framework in which the charitable company operates
the sector in which the charitable company operates
the control environment and controls established to mitigate such risks
the results of our enquiries of management about their identification and assessment of risks of
irregularities
19

Swan Advocacy Network
Independent Auditors Report to the Trustees
of SWAN Advocacy Network
For the year ended 31 March 2024
discussions with the audit engagement team about where fraud might occur
the incentives for fraud.
Laws and regulations which are considered to be significant to the charitable company include those relating to
the requirements offinancial reporting framework FRS102, the Companies Act 2006, the Charities Act 2011, UK
tax legislation, employment law and health and safety. In addition, we consider other laws and regulation which
may not directly impact the financial statements but may impact on the operation of the charitable company.
As a result of these procedures we concluded, in accordan￿ with International Auditing Standards, that a risk in
relation to the potential for management override of controls existed.
Audit responses to risks identified
We undertook audit procedures to respond to the risks identified. and designed our audit testing to respond to
these risks. The additional procedures we undertook included the following..
gaining an understanding of the charitable company's procedures for ensuring compliance with laws and
regulations
testing the appropriateness of journal entries and other adjustments
considering whether accounting estimates were indicative of potential bias
considering whether any transactions arose outside the normal course of business
making enquines of management
corroborating our enquiries through review of Board Minutes and correspondence.
We also communicated relevant laws and regulations and potential fraud risks to all engagement team members
and remained alert to any indicators of fraud or non-compliance with laws and regulations Ihroughout the audit.
A further description of our responsibilities for the audit of the financial statements is located on the Financial
Reporting Council's website at.. www.frc.or
.uklauditorsres
onsibilities.
This description forms part of our auditor's report.
A C Mole LLP is eligible for appointment as auditor of the charitable company by virtue of its eligibly for
appointment auditor of a company under section 1212 of the Companies Act 2006.
Use of our report
This report is made solely to the charitable company's members, as a body, in accordance with part 4 of the
Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state
to the charitable company's members those matters we are required to state to them in an auditorfs report and
for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone
other than the charitable company and the charitable company's members as a body, for our audit work, for this
report, or for the opinions we have formed.
A C Mole LLP
Chartered Accountants and Statutory Auditor
Stafford House
Bla¢kbrook Park Avenue
Taunton
Somerset TA12PX
Date:
IIStr 20L*
20

Swan Advocacy Network
Statement of Financial Activities
(Incorporating the Income and Expenditure Account)
for the Year Ended 31 March 2024
Unrestricted
Funds
Restricted Totsl Funds
Funds
2024
Total Funds
2023
Notes
Income from:
Donations and legacies
155
155
42
Charitable activtties-
Revenue contracts and grants
Fee income
2,639,616
273,667
23,465
2,663,081
273,667
1,863,063
184,704
Investment income
8,721
8,721
2,931
Other income
12,021
12,021
1,875
Total income
2,934,180
23,465
2.957,645
2,052,615
Expenditure on:
Charitable activities
2,783,541
23,465
2,807,006
2,009,347
Total expenditure
2,783,541
23,465
2.807,006
2,009,347
Net income and
Net movement in funds
150,639
150,639
43,268
Reconciliation of funds
Total funds at 1 April 2023
669.145
669.145
625,877
Total funds at 31 March 2024
10
819,784
819,784
669,145
All of the charity's operations are classed as Continuing. The charity has no recognised surpluses or deficits
other than the net income for the year. The movement on reserves is shown above.
The notes shown on pages 24 to 32 form part of these financial statements.
21

Swan Advocacy Network
Registered Company Number: 06599429
Balance Sheet
as at 31 March 2024
Notes
31 March 2024
31 March 2023
Fixed Assets
Tangible assets
Investments
20,860
16,226
20,861
16,227
Current Assets
Debtors
Cash at bank and in hand
446.192
436.690
882,882
271,036
432,297
703,333
Creditors
Amounls falling due within one year
83.959
83,959
50,415
50,415
Net Current Assets
798.923
852,918
Total Assets Less Current Liabilities
819,784
669,145
The Funds of the Charity:
Unrestricted Funds
10
819.784
669,145
Total Charity Funds
10
819,784
669,145
These accounts have been prepared in a¢¢ordance with the special provisions relating to small companies
within Part 15 of the Companies Act 2006 and with the Financial Reporting Standard 102.
The financial statements were approved by the Trustees and signed their behalf by..
Claire Tough
Chair of Trustees
Treasurer
Date:
Ilst 101
The notes shown on pages 24 to 32 fomi part of these financial statements.
22

Swan Advocacy Network
Statement of Cash Flows
for the Year Ended 31 March 2024
Notes 31 March 2024 31 March 2023
Cash flows from operating activities
Net cash provided by l (used in) operating activities
15a
20,032
(3,583)
Cash flows from investing activities
Interest from investments
8,721
2,931
Purchase of equipment
{24,360)
(8,851)
Net cash (used in) investing activities
(15,639)
(5,920)
Change in cash in the reporting period
4,393
(9,5031
Cash at the beginning of the reporting period
432,297
441,800
Cash at the end of the reporting period
15b
436.690
432,297
The notes shown on pages 24 to 32 form part of these financial statements.
23

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
Accounting Policies
. Accounting convention
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 applicable in the UK and Republic of Ireland {FRS 102) (issued October 2019)-
(Charities SORP (FRS 102}), the Financial Reporting Standard applicable in the United Kingdom and Republic
of Ireland (FRS102) and the Charities Act 2011. The financial statements have been prepared under the
historical cost convention with items recognised at cost or transaction value unless stated otherwise within
these notes.
b. Publlc benefit entity
Swan Advocacy meets the FRS102 definition of a public benefit entity-
. Going concern
The financial statements have been prepared on a going concern basis as the trustees consider that the
charity has adequate resources to continue in operational existence for the foreseeable future.
d. Income
i) Voluntary in¢ome
Voluntary income received by way of donations and gifts is included in full in the Statement of Financial
Activities ('SOFA") when received.
li) Revenue contracts and grants
Revenue grants are recognised in the period in which they are receivable. Contract income is recognised in
the period in which it is receivable and when the contract service has been provided. Contract income
received in advance is deferred.
e. Expenditure
The charty's cost of operating includes staff costs, rent and other related costs. Such costs are allocated
between charitable activities, fundraising and support costs. All costs are accounted for on an accruals basis.
Costs include attributable VAT which cannot be recovered.
Costs are allocated to different acttvities on the basis of staff time spent in each type of activity.
f. Pension costs
The charity contributes amounts between 30/0 and 60/0 of salary to individual personal pension arrangements
for members of staff. The pension cost represents the employer contributions payable by the charity to these
funds.
g. Tangible flxed assets
Fixed assets are capitalised and depreciated over their estimated useful lives. The rates applicable are as
follows".
Office Equipment
200/0 on cost
Computer Equipment
330h on cost
Fixed assets are reviewed for impairment if evidence comes to light that the recoverable amount of a
functional fixed asset is below its net book value.
h. Leases
Rentsls payable under operating leases are taken to the statement of income and expenditure on a 5traight-
line basis over the lease term.
24

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
Accounting Policies (Continued)
i. Funds
The charty maintains various types of funds as follows..
Restricted funds are those which are used in accordance with specrfic restrictions imposed by donors or
which have been raised by the charity for particular purposes.
Unrestricted funds are funds which are expendable at the discretion of Trustees in furtherance of the
objects of the charity.
Designated funds are unrestricted funds earmarked by the Trustees for particular purposes.
j. Debtors
Debtors are measured at the amounts the charity anticipates it will receive from a debt. Prepayments are
valued at the amount prepaid.
k. Cash at bank and in hand
Cash at bank and in hand includes cash and cash on deposit.
l. Creditors
Creditors are recognised when the charity has an obligation to transfer economic benefrts to a third paty.
Creditors are usually recognised at their settlement amount or the amount received as an advance payment
for goods or services it must provide.
m. Financial Instruments
The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments.
Basic financial instruments are initially recognised at transadion value and subsequently measured at their
settlement value.
n. Consolidated financial statements
The financial statements are single entity accounts. The charity is exempt from the requirement to prepare
group accounts as the subsidiary company is currently dormant.
Investment Income
Total
2024
Total
2023
Bank and other interest receivable
8,721
2,931
Income: Revenue Contracts and Grants
Unrestricted
Funds
Restrl¢ted
Funds
Total
2024
Total
2023
Contracts
2,639.616
2.639,616
1,863,063
Grants
23,465
23,465
2,639,616
23,465
2,663,081
1,863,063
25

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
Expenditure
Staff Costs Other Costs
Depreclation
Total
2024
Total
2023
Charitable Activities
2,454,948
332,331
19,727
2,807,006
2.009,347
Total Expenditure
2,454,948
332,331
19,727
2,807,006
2,009,347
In 2023 the analysis was £1,729,984 staff costs, £268,792 other costs and £10,570 depreciation.
Expenditure is stated after Charging:
2024
2023
Depreciation
Trustee indemnity insurance
Audit fee
Operating lease rentals - propety
19,727
527
5,640
14,514
10.570
475
6,300
33,641
Staff Costs:
2024
2023
Wages and salaries
Social security costs
Pension costs
Travel
Recruitment and training
Redundancy
1,974,428
152,165
101,853
123.085
87.354
16,063
2,454,948
1,424,368
112,802
73,198
67.874
51,742
1,729,984
Analysis of governance and support costs
staff costs
Other costs
Governance
Total
Wages and salaries
General office costs
External audit and accountancy fees
2,454,948
6,041
2,460.989
340,377
5,640
2,807,006
340,377
5,640
11,681
2,454,948
340,377
The charity identifies the costs of its support function and govemance.
Wages and salarie5 are allocated to specific activities on the basis of time.
General office costs are either allocated directly to specific activities or apportioned on the basis of time.
Support costs and governance activities are ultimately apportioned across the fundraising and publicity
activrties and charitable activities.
The key management personnel of the charity Comprise the trustees, Chief Executive, Director of
Operations, Director of Income Generation and Director of Finance and Central Service. The total
employee benefits of the key management personnel is £152,972 (2023= £149,561).
26

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
Expenditure {continued)
The average monthly number of employees (employee head count) during the period was 102 (2023: 76).
Employees are involved in advocacywork, management, administration and fundraising.
No employee earned more than £60,000 (2023: none).
In addition to the employed staff SWAN is dependent on volunteer advocates to provide its service during
the year. Volunteers undertake a variety of roles within Swan Advocacy and Contribute their time, skills and
experience for the benefit of the organisation and its beneficiaries. Primarily volunteers are advocates
supporting clients on a 121 basis to resolve their particular issues and ensure their rights are protected and
their voices heard. Volunteers also undertake other tasks such as administration, marketing and
fundraising. Volunteers add significant value to the services delivered by Swan and enrich the organisation
through their diverse skills, experiences and interests.
No Trustee received any remuneration for services as a Trustee (2023.. none). Travel and meeting
expenses for 2 Trustees of £365 {2023.' 2 Trustees - £561) were reimbursed during the year.
No Trustee or other person related to the charity had any personal interest in any contract or transaction
entered into by the Charity during this period (2023-. none).
The charity paid pension contributions to a range of personal pension funds on behalf of staff members. All
of these schemes are defined contribution schemes where both the employer and the employee make
contributions. At the year end contributions of £24,276 {2023.. £8,971) were unpaid.
The charty has total commitments under operating leases expiring as follows:
Premises
2023
£11,000
£18,333
2024
£25,834
£35,722
Less than 1 year
1 to 5 years
Taxation
SWAN Advocacy Ne￿ork is a registered charity and as such is not liable for taxation on any surplus from its
charitable activities.
Fixed Assets
Office
Equipment
Computer
Equipment
Total
Cost
At 1 April 2023
Additions
15.502
775
93,427
23,585
108,929
24,360
At 31 March 2024
16,277
117,012
133,289
Depreciation
At 1 April 2023
Charge for year
12,842
1,101
79,861
18,625
92,703
19.726
At 31 March 2024
13.943
98,486
112.429
Net Book Value
At 31 March 2024
2.334
18,526
20,860
At 31 March 2023
2,660
13,566
16,226
27

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
Investments
2024
2023
Investment in subsidiary
The subsidiary company, Swan Training Services Limited, has never traded and is dormant.
It has assets of £1, being 1 £1 ordinary share.
Debtors
2024
2023
Trade debtors
Prepayments and accrued income
436,207
9,985
263,347
7,689
446,192
271,036
Creditors: Amounts falling due within one year
2024
2023
Trade creditors
Other tax and social security costs {including pensions)
Accruals
14,925
62,050
6,984
7,927
35,623
6,865
83,959
50,415
28

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
10. Description of Funds
Asat
1 April
2023
Asat
31 March
2024
Income
Expenditure
Transfers
Restricted Funds
Autism Advoacy Project
23,465
(23,465)
Total Restricted Funds
23,465
(23,465)
Unrestricted Funds
669,145
2,934,180
(2,783,541)
819,784
Total Funds
669,145
2,957,645
(2,807,006)
819,784
Restricted Funds
Autism Advoacy project
SWAN received funding from the Open Mental Health Grant. This funded the Somerset Autism Advocacy project.
This project provides a 1..1 advocacy provision to individuals with Autism using an empowerment and self-advocacy
model.
Unrestricted Funds
The unrestricted funds comprises the accumulated surpluses and deficits which have neither been restricted by
conditions imposed by donors, nor have been designated by the trustees for specific purposes.
11. Description of Funds - Comparative year ended 31 March 2023
Asat
1 April
2022
Asat
31 March
2023
Income
Expenditure
Transfers
Unrestricted Funds
625.877
2,052,615
(2,009,347)
669,145
Total Unrestricted Funds
625,877
2,052,615
{2,009,347)
669.145
Total Funds
625.877
2,052.615
(2,009,347)
669,145
Unrestricted Funds
The unrestricted funds comprises the accumulated surpluses and deficits which have neither been restricted by
conditions imposed by donors, nor have been designated by the trustees for specific purposes.
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Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
12. Analysis of Net Assets between Funds
Fund balances as at 31 March 2024 are represented by:
Unrestricted
Funds
Restrictsd
Funds
Total
2024
Fixed Assets
20,861
20,861
Current Assets
882,882
882,882
Creditors- amounts falling due within one year
(83,959)
(83,959)
819,784
819.784
Fund balances as at 31 March 2023 are represented by:
Unrestrictsd
Funds
Restricted
Funds
Totsl
2023
Fixed Assets
16.227
16,227
Cu￿ent Assets
703,333
703.333
Creditors.. amounts falling due wilhin one year
(50,415)
(50,415)
669.145
669.145
13. Capital Commitments
The Charity had no capital commitments at 31 March 2024 (2023: Nil).
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Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
14. Statement of Financial Activities - Comparative year ended 31 March 2023
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Total Funds
2022
Notes
Income from:
Donations and legacies
42
42
994
Charitable activities:
Revenue contracts and grants
Fee income
1,863,063
184,704
1,863,063
184,704
1,547,956
186,933
Investment income
2,931
2.931
80
Other income
1.875
1,875
3,239
Total income
2,052,615
2,052,615
1,739,202
Expenditure on..
Raising funds
903
Charitable activities
2,009,347
2,009,347
1,646,437
Totsl expenditure
2,009,347
2,009,347
1,647,340
Net income and
Net movement in funds
43,268
43.268
91,862
Reconciliation of funds
Total funds at 1 April 2022
625,877
625,877
534,015
Total funds at 31 March 2023
669,145
669,145
625,877
31

Swan Advocacy Network
Notes to the Financial Statements
for the Year Ended 31 March 2024
15. Notes to the cash flow statement
Reconciliation of net income to net cash flow from operating activities
31 March 2024
31 March 2023
Nel income for the reporting period
as per the Statement of Financial Activities
150,639
43,268
Adjustments for..
Deprecialion
19,726
10,570
Interest from investments
{8,7211
(2,931)
(Increase) in debtors
(175,156)
{32.959)
Increase l (decrease) in creditors
33.544
(21,531)
Net cash provided by l (used in) operating activities
20,032
(3,583)
Reconciliation of net cashflow to movement in net funds
31 March 2024
31 March 2023
Increase l {decrease) in cash in the period
4,393
{9,5031
Cash and cash equivalents at 1 April 2023
432.297
441,800
Cash and cash equivalents at 31 March 2024
436,690
432.297
Analysis of net funds
Balance 1
Aprll 2023
Balance 31
March 2024
Cash flow
Cash at bank and in hand
432,297
4,393
436.690
432,297
4,393
436,690
32