OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2021-03-31-accounts

PRIDE nlcompass Annual Review and Accounts 2020-2021

CONTENTS

----- Start of picture text -----
||| |---|---| |Chairs Foreward|..........................................................................................................3| |Message from the Chief Executive|.............................................................................4| |Where we Operate|......................................................................................................5| |Delivering Quality Services|........................................................................................6| |Survey Results|.............................................................................................................8|

----- End of picture text -----

What we do

----- Start of picture text -----
|||| |---|---|---| |Carers Services .................................................................................................. 10| |Advocacy Services ............................................................................................. 16| |Counselling Services ..........................................................................................20| |Wellbeing Services .............................................................................................22| |Volunteering Services ........................................................................................24| |Service Access Team|.................................................................................................|26| |Our Fantastic People|.................................................................................................|26| |Who we are, who we work with and how we work|.................................................|27| |Governing Document|................................................................................................|28| |Statement of Trustee Responsibilities|.......................................................................|30| |Independent Auditors’ Report|...................................................................................|31| |Statement of Financial Activities for the Year Ending 31st March 2021|...................|34| |Balance Sheet as at 31st March 2021|.........................................................................|35| |Statement of Cash Flows for the year ended 31st March 2021|................................|36| |Notes to the Financial Statements|............................................................................|37| |With Thanks to Our Partners|....................................................................................|46| |Our Board|...................................................................................................................|47|

----- End of picture text -----

CHAIR’S FOREWORD

With Covid as our backdrop last year I could not be prouder of how well n-compass has adjusted and adapted to meet this challenge head-on! We not only maintained service stability throughout last year but also continued to grow, with the introduction of three new services. We are delighted to now be providing the Bury and Carlisle Carers Services, as well as the IMCA Advocacy Service for Tameside, Stockport, and Oldham.

Alongside this growth we have also maintained a laser sharp focus on our staff’s health and wellbeing especially since homeworking became the ‘norm’. We developed a range of wellbeing initiatives to ensure all staff continued to feel connected to, and supported by, n-compass. This effort was reflected in 91% of colleagues agreeing that n-compass was a great place to work through our 2020 engagement survey.

It is very gratifying that our reputation as a ‘dynamic’ and ‘can do’ organisation has led to a substantial vote of confidence by Commissioners and other funders alike. We are bold and ambitious and simply want to support more people across the North of England to stay well. We look forward to what will no doubt be a year filled with both opportunities and further challenges which, with energy and commitment, we will rise to meet and overcome.

On behalf of the Board, I would like to thank our wonderful staff - their dedication, passion and commitment is what makes n-compass truly exceptional! This gratitude is particularly heartfelt as in the Summer I will be standing down as Chair, in line with the Charity Commission guidelines, as I have been a Trustee for nine years. I am very gratified by the progress we have made together and believe that when Cathy Scivier, our current Vice Chair, takes on the role of Chair, the Charity’s future is in very safe hands.

Barbara Aird, Chair

2

3

Carlisle

DURHAM

CUMBRIA

MESSAGE FROM THE CHIEF EXECUTIVE

I do not think any of us will forget 2020 in a hurry! Yet despite the challenges we have all had to face at work and in our personal lives, from an n-compass perspective, I could not be prouder. I have been amazed and humbled by our colleagues’ continued passion and drive, and the way they have all rallied together in continuing to meet last year’s challenges, not being fazed nor beaten by them. I said to colleagues back in March 2020 when we went into the first lockdown, we would come out the other side of the pandemic fitter, stronger and with renewed energy and vigour. Well, we are certainly on track for that to be the case!

Our aspiration is to continue to grow, innovate and remain a well-regarded provider of health and care services across the North of England. As part of this journey, we will continue to diversify our funding base, whilst maintaining and exceeding customer and commissioner expectations. Our focus on delivering excellent services and keeping Service Users at the heart of everything we do, will remain paramount. This is facilitated by our VALUES driven culture.

Last year we supported over 25,000 adults and young people to regain control of their lives, providing hope and a renewed sense of purpose, in getting them back on their feet. We promote resilience over reliance, by placing people at the centre of everything we do and delivering excellence by utilising individuals’ strengths, to stay well. We have a strong social conscience. We employ local people and support over 20 social work students every year, some of whom move on to permanent employment with us.

Teresa Jennings, Chief Executive

WHERE WE OPERATE

NORTH YORKSHIRE

n-compass provides a ® BA® vVvVvyv range of services that LANCASHIRE support vulnerable adults % and young people alike.

WEST Blackburn YORKSHIRE with Darwen Rochdale a9" @ Bury Oldham GREATER MANCHESTER 3 ° Tameside @ St Helens Vv E MERSEYSIDE Stockport Wirral DERBYSHIRE @ Vv CHESHIRE Cheshire East STAFFORDSHIRE

We are organised into five main service areas:

Counselling Wellbeing Volunteering Services Services Services

Carers’ Advocacy Services Services

We deliver in:

We deliver in:

We deliver in:

Deaf Support and Connect 5 Services

We have a vibrant and active volunteer community that supports all our services and includes social work students as part of their university placement programme

Lancashire

Blackburn with Darwen Bury St Helens Tameside Oldham Stockport Wirral

Bury Carlisle Cheshire East Lancashire Rochdale

We deliver across: Lancashire

4

5

DELIVERING QUALITY Z, |\ hs SERVICES ACROSS THE a , : te ;= ‘ NORTH OF ENGLAND

OUR CHARITY WORK - RUBY’S FUND

Each year we raise money for a staff selected charity. This year was the turn of a Cheshire based charity called Ruby’s Fund. Despite the challenges we have all faced during the pandemic, staff have continued to think of creative, virtual, or socially distanced ways to raise money. Over the last year we raised a whopping £3650 between us.

INFLUENCING NATIONAL POLICY

We are involved in influencing national policy through membership for the following:

6

7

SERVICE USERS SATISFACTION SURVEY RESULTS

99[%]

OF SERVICE USERS SAID THEY WOULD RECOMMEND OUR SERVICES TO FRIENDS AND FAMILY

STAKEHOLDER SATISFACTION SURVEY RESULTS

87[%] 88[%]

AGREED THAT THE OVERALL OPINION OR IMPRESSION OF N-COMPASS IS A POSITIVE ONE

AGREED THAT N-COMPASS IS A PROFESSIONAL AND GOOD QUALITY PROVIDER OF HEALTH AND SOCIAL CARE SERVICES

STAFF SATISFACTION SURVEY RESULT

91[%]

OF STAFF THAT COMPLETED THE ANNUAL STAFF ENGAGEMENT SURVEY AGREED OR STRONGLY AGREED THAT THEY LOVE WORKING FOR THE ORGANISATION

VOLUNTEER SATISFACTION SURVEY RESULT

98[%]

OF OUR VOLUNTEERS AGREE THAT N-COMPASS PROVIDE HIGH QUALITY VOLUNTEERING OPPORTUNITIES

88[%] 88[%]

AGREED THAT THEY UNDERSTOOD HOW TO REFER PEOPLE INTO N-COMPASS SERVICES

AGREED THEY WOULD RECOMMEND N-COMPASS TO FRIENDS AND FAMILY

8

9

Bury Carers’ Hub

Bury Carers’ Hub provides a single point of access for all adult Carers (18+) supporting another adult living in Bury. The Hub exists to ensure that Carers have access to information, advice, and a wide range of support services.

----- Start of picture text -----
IDENTIFIED DELIVERED “ Just to say a big thankyou for
& SUPPORTED the lovely afternoon tea that
has just been delivered. It looks
delicious and has cheered up this dreary day! ” 86
21 3 VOLUNTEERS Th
173 Y DIGITAL BRIEFINGS + CARER SUPPORTING OUR
NEW CARERS AND PRESENTATIONS CARERS HELP AND
ATTENDED BY TALK LINE
“ I’m very grateful to have been given
the opportunity for counselling
sessions through the Bury Carers’ Hub.
It really helped me to make space in 130
my week to focus on myself and how I’m feeling and to work through the vast range of difficult emotions that all Carers have to deal with. ” PROFESSIONALS ~ “ Thank you so much for the lovely surprise-so very kind of you. Thank you all. ”
CARER
CARER
DELIVERED
DELIVERED 44 DISTRIBUTED
DELIVERED COFFEE & CHATS
ATTENDED BY
154 783
507 DIGITAL SUPPORT NEWSLETTERS TO
ONE TO ONE GROUPS AND 228 ADULT CARERS AND
SUPPORT SESSIONS ACTIVITIES CARERS PROFESSIONALS
----- End of picture text -----

SARAH’S STORY

Sarah is the primary Carer for David a family member she lives with. David has a number of health conditions including COPD and age-related frailty, which is very debilitating. Sarah also has a number of health issues including arthritis and glaucoma. Sarah was referred to the Bury Carers’ Hub through the Older Peoples Staying Well Team to provide information and practical and emotional support. Following a Carers assessment, Sarah’s needs were highlighted, and she was able to receive an attendance allowance and benefit check. A referral to LEAP energy efficiency, also resulted in Sarah receiving a fridge freezer as part of their HEART whitegoods project. Sarah’s doctor was also made aware of her caring role. Sarah was grateful to receive this support as it helped with her caring role.

Carers’ Services

n-compass is one of the largest providers of Carers’ services in the country and we are leaders in the field identifying, supporting, and empowering previously hidden carers of all ages and from all backgrounds.

10

11

Carers’ Hub Rochdale

The Carers’ Hub Rochdale provides a single point of access for all Carers including young and adult Carers in the borough of Rochdale. The Hub exists to ensure that Carers of all ages have access to information, advice and a wide range of support services which are designed to help Carers continue in their caring role for as long as they choose and reduce the impact the caring role can have on their own health and wellbeing.

DELIVERED 89[%] 286 REPORTED IMPROVED DIGITAL ACTIVITIES WELL-BEING ATTENDED BY 819

IDENTIFIED WE DISTRIBUTED & SUPPORTED 4799 401 NEWSLETTERS TO ADULT AND ADULT AND YOUNG YOUNG CARERS CARERS

Thank you for your help, you “ have such a way with you that You made my mum and dad feel so supported. ” dad feel so supported. immediately puts people at their ease. ” CARER CARER

You made my mum and dad feel so supported. ” YOUNG CARERSADULT AND “ I enjoy the sessions they are really fun. ” CARER YOUNG CARER

“ My support worker helps me deal with any problems I have ” DELIVERED YOUNG CARER 86 it VOLUNTEERS 92[%] 3338 SUPPORTING REPORTED ONE TO ONE OUR CARERS HELP 42 ~~4~~ REDUCED © SUPPORT SESSIONS AND TALK LINE NEW VOLUNTEERS ISOLATION

LEANNE’S STORY

Leanne’s father has breathing difficulties and following a fall, now has little use of his legs and sleeps downstairs. Leanne moved in with her father to become his full time Carer, which was a big overnight change. Leanne already had existing health issues including depression and anxiety. She had not taken medication for a number of years, preventing her from gaining further qualifications and looking for employment. Leanne was struggling to sleep, felt isolated and the house was becoming unclean. Leanne was referred to Carers’ Hub Rochdale and her needs were identified in a support plan, whilst her father was referred for his own Community needs assessment. She is now back on medication (helping her sleep and feel more energised) and is looking at online college courses. She learnt to use Zoom, registered with the Carers UK Digital Resource and joined our Carers Community Network to chat with peers and attend cookery classes.

Carlisle Carers

Carlisle Carers provides a single point of access for all age Carers, including young Carers (5-18), and adult Carers (18+) supporting someone living in Cumbria. The service exists to ensure that Carers have access to information, advice, and a wide range of support services.

----- Start of picture text -----
IDENTIFIED “ My neighbour has been singing REGISTERED “ Your support has helped
& SUPPORTED your praises and advised me to me so much thank you I
contact you because my caring role is now a struggle! ” have now got attendance allowance and it will make a
CARER 52 great difference to us being ”
able to get out together.
374 YY ADULT, PARENT AND fi CARER
NEW ADULT, PARENT YOUNG CARERS
AND YOUNG CARERS FOR A CARERS
EMERGENCY CARD
REVIEWED
“ Thank you so much for listening to
me today that alone has made me feel so much better. ” 575
CARER CARERS ASSESSMENTS
WITH ADULT, PARENT
AND YOUNG CARERS DELIVERED
COMPLETED 144
“ It makes a difference knowing “ I was signposted to DWP for a benefits check and we are DIGITAL PEER SUPPORT GROUPS, [-
351 that help is at hand - You guys now in receipt of a substantial ACTIVITIES AND
CARERS ASSESSMENTS are stars and we hope you increase in our income this has TRAINING SESSIONS
WITH ADULT, PARENT 38 continue your good work. Thank You. ” made a huge difference to our lives thank you. ” FOR ADULT, PARENT
AND YOUNG CARERS CARER CARER AND YOUNG CARERS
----- End of picture text -----

STEPHEN’S STORY

Stephen cares for his wife, who has vascular dementia, osteoarthritis, and poor hearing. He was referred to our Carlisle Carers service for additional support who arranged a Carers assessment. This resulted in a Social Care referral for an Occupational Therapy assessment regarding bathroom equipment, as Stephen found their current facilities very difficult. Carlisle Carers completed a benefits check and Stephen was referred to the Department for Work and Pensions as he was eligible to apply for an attendance allowance and also looked at Careline Solutions and they recommended an emergency wrist band alarm for Stephen’s wife. Additionally, they advised he had a Carers emergency card, which would be activated if Stephen went into hospital, enabling care support for his wife. Stephen also accessed a Carers budget for breaks to help with cleaning and gardening. Stephen became fully aware of his entitlements as a Carer and was grateful for the support he received.

----- Start of picture text -----
12
----- End of picture text -----

13

Cheshire East

Cheshire East Carers’ Hub

Cheshire East Carers’ Hub provides a single point of access for all Carers including young and adult Carers. The Hub exists to ensure that Carers of all ages have access to information, advice and a wide range of support services which are designed to help Carers continue in their caring role for as long as they choose and reduce the impact the caring role can have on their own health and wellbeing.

IDENTIFIED DELIVERED DISTRIBUTED & SUPPORTED 232 4000 51 DIGITAL SERVICE = 1284 DIGITAL ACTIVITIES NEWSLETTERS BRIEFINGS NEW ADULT AND ATTENDED BY ATTENDED BY YOUNG CARERS 2277 384 You have brought her out of her shell, you have given her more confidence you have given her more confidence ADULT AND 86 PROFESSIONALS and she has realised there are other Young people like her. We wouldn’t have got to where we are without your support. You’ve been amazing.Young people like her. We wouldn’t have got to where we are without your support. You’ve been amazing.have got to where we are without your support. You’ve been amazing.your support. You’ve been amazing. ” “ It has been lovely working with you and your team, your commitment YOUNG CARERS VOLUNTEERS SUPPORTING OUR CARERS HELP “ receiving your email, I have battled Must admit I burst into tears for 16 years for help from someone PARENT OF A YOUNG CARER to supporting and championing the needs of Carers shines through ” AND TALK LINE is over whelming.to finally have someone respond ” PROFESSIONAL CARER

“ You have brought her out of her shell, you have given her more confidence you have given her more confidence ” and she has realised there are other Young people like her. We wouldn’t have got to where we are without your support. You’ve been amazing.Young people like her. We wouldn’t have got to where we are without your support. You’ve been amazing.have got to where we are without your support. You’ve been amazing.your support. You’ve been amazing.

PROFESSIONAL

DELIVERED DISTRIBUTED @ 98[%] OF CARERS REPORTED 98[%] 5478 649 INCREASED ABILITY OF CARERS REPORTED ONE TO ONE LIVING WELL TO MANAGE THEIR IMPROVED EMOTIONAL SUPPORT SESSIONS FUND GRANTS > CARING ROLE WELLBEING

CLAIRE AND JOE’S STORY

Claire and Joe, mother and son, care for each other. Claire also has two other young children. Claire has mental health problems and Joe has behavioral issues. Claire experiences anxiety and depression relating to caring for Joe, whilst he struggles to cope with understanding his mum’s condition and caring for her. Our Cheshire East Carers’ team worked with their Family Support Worker to ensure their assessment and support planning was streamlined and holistic. Collaborative working ensured Claire and Joe did not have to repeat their stories. Claire was referred to our Care for Carers Counselling Service for support to manage her emotions. Joe’s assessment identified he needed to engage in activities, which would serve as respite for both him and his mum. Through the Living Well fund Joe received swimming lessons and Claire accessed driving lessons, which helped them both increase their confidence and independence.

The Lancashire Carers’ Service

The Lancashire Carers Service works across the county providing support and information to adult Carers (18+). Our service is delivered in partnership, n-compass delivering in North and Central Lancashire and Carers Link Lancashire delivering in East Lancashire. Our service supports Carers to improve their own health and wellbeing.

COMPLETED COMPLETED IDENTIFIED 2166 11496 1366 4382 CARERS SUPPORTED CARER ASSESSMENT NEW PEACE OF HIDDEN CARERS TO HAVE A BREAK FROM REVIEWS MIND PLANS THEIR CARING ROLE

“ Just to say how much I continue to “ enjoy the carers’ quiz. My husband “ I found the training really informative I have been given the tools to help myself control my worries and OCD, sits alongside me and is delighted “ and learned a lot of information I didn’t so the help goes beyond the sessions. when he manages to recall an answer. ” I knew all this was coming as my know before. I think these sessions A variety of techniques were used, Better than TV - and no repeats! parents were getting older, frailer and are really beneficial for individuals and including visualisation, which I found ” CARER their health deteriorating, the question was “who to get in touch with to point organisations. I would recommend the particularly useful. sessions to others. It was interactive CARER us in the right direction?” and after x3 falls, x1 submission and x2 sets of and Colin created a space where the group could ask questions and chat about the topic. Thank you! ” 3038 Paramedics, you answered it. Great support. ” CARER PROFESSIONAL CALLS TO AND FROM 36487 THE CARERS CHAT LINE COMPLETED CARERS WHO REGISTERED WITH “ I would like to say a very big ‘Thank You!’ for having carried out the review THE SERVICE of our Peace of Mind for Carers’ Plans 3430 — “ My self-awareness has also grown, promptly, diligently and attentively. It has been a pleasure liaising with 924 CARERS ARE MEMBERS NEW CARER which has improved my relationships with my daughter and husband. ” you as you have made the process as simple and easy, as possible! ” OF THE CARERS ASSESSMENTS CARER WHO ATTENDED OUR CBT OFFER CARER COMMUNITY NETWORK

EMILY’S STORY

Emily is a full-time Carer for her partner who is currently undergoing treatment for diagnosed Cancer. Emily had to give up work to support her partner and is also caring for her mother. Emily self-referred into the Lancashire Carers’ Service to see what support and information was available for her and a Carers’ Assessment was arranged. Our Assessment and Support Officer connected Emily to our Carers Community Network and CHAT line to obtain support with others in a similar position. Emily was eligible for the Carers Personal budget which she used for her pottery hobby, providing her with valuable time out and enjoyment. Emily now feels less isolated and more connected to others via the network. She also feels informed on where to get support if she needs it in the future. She reflected - “having a carers assessment really made a difference as I was able to talk about things openly”.

----- Start of picture text -----
14
----- End of picture text -----

15

Advocacy Services

n-compass uses a strength-based approach, aiming to achieve sustainable change for the individuals using our services.

The aim is to deliver excellence by integrating advocacy as best practice within the health and care sector and affiliated professions.

Our Advocacy Service is a free, confidential and independent service safeguarding and upholding the rights of individuals, including their Human Rights and rights under the Mental Health Act, Mental Capacity Act, Care Act and other legislation affecting their lives. This is achieved via a single point of contact into strength based, specialist or legislative advocacy, listening to, educating and empowering the individual. The primary outcome is the effective communication of individuals’ views, wishes, feelings and decisions to professionals, delivered through a process that safeguards vulnerable people, builds resilience and develops their ability to ‘self-advocate’ in the future.

Bury Advocacy Hub

“ Thank you for all your help and support over the last few weeks. 848 It was much appreciated and I 652 feel much better and able to cope. INTERACTIONS I will strongly recommend your STATUTORY RIGHTS INTO THE BURY ADVOCACY HUB service to anyone who needs it in the future. ” UPHELD OF AN ADVOCATE WITH SUPPORT SERVICE USER

Advocacy Services

n-compass provides Advocacy Hub Services across Bury, Blackburn with Darwen, St Helens, Tameside, Stockport and Oldham, Wirral.

“ I felt listened to - my advocate had a good level of knowledge and was flexible. ” SERVICE USER “ I’d like to say that all the staff I have contacted at n-compass were kindhearted, professional, empathetic, polite and helpful. The advocate gave me the hope I needed when I was in a bad situation. They were very considerate, caring and kind. They helped me find the light at the end of 340 98[%] the tunnel. The advocate helped me to get the outcome I wanted and I am INDIVIDUALS CLIENT AND so grateful for that. I wish the staff at SUPPORTED THE MENTAL UNDER PROFESSIONAL SATISFACTION n-compass all the very best and hope that they stay safe and well. ” HEALTH ACT WITH THE SERVICE SERVICE USER

JAKE’S STORY

Jake suffered a brain injury and lived in a specialist unit that provided him with the support he needed. He liked where he lived but had previously agreed that someone else should look after his finances as he did not feel he could cope with this. After some time, Jake was referred to our Bury Advocacy Hub by a social worker as he wanted to become more independent with his money and make more decisions about how it was spent. Our Advocacy team worked with Jake and the social worker to put forward his views, wishes and feelings about this, resulting in Jake being considered to have capacity to control his own finances. This led to Jake becoming more independent and empowered to make decisions about how he spent his money.

16

17

Blackburn with Darwen Advocacy Hub

1166 INTERACTIONS INTO THE BLACKBURN WITH DARWEN ADVOCACY HUB

719 STATUTORY

“ Thank you for treating me with dignity and respect. You listened to me and gave me the extra time I needed to ensure you fully understood. I am very happy with the outcome, thank you. ” SERVICE USER

RIGHTS UPHELD WITH SUPPORT OF AN ADVOCATE

“ You’ve been an absolute dream. If you weren’t there I wouldn’t have had a clue who to turn to. ” 352 IMCA SERVICE USER AFTER BEST INTEREST MEETING INDIVIDUALS SUPPORTED TO SELF ADVOCATE

“ Thank you for today’s session – it is really “ positive to be building strong working 552 The advocate I worked with was very helpful relationships with advocacy and to ensure CLIENTS SUPPORTED and professional. They ensured that the client that we are making the appropriate referrals UNDER THE MENTAL was heard throughout and kept central to the decision being made. ” for service users – I am going to really promote the need for care act advocates. ” HEALTH ACT SOCIAL CARE PROFESSIONAL ADULT SOCIAL CARE & MH MANAGER

TRACEY’S STORY

Tracey has paranoid schizophrenia and was finding it difficult to manage her medication, resulting in her being detained under the Mental Health Act at hospital on numerous occasions during a period of five years. The last occasion was due to feeling isolated during the pandemic and not receiving enough support. Tracey wanted to go home and collect some of her belongings but needed support to request this from the hospital. The Blackburn with Darwen Advocacy hub helped Tracey to prepare for this by giving her the confidence to put forward her view, wishes and feelings. Tracey was listened to and was able to go home and collect some of her personal belongings. This gave her the confidence to self-advocate in the future.

St Helens Advocacy Hub

678 100[%] NEW CONTACTS OF RESPONDENTS SAID THEY FOR SUPPORT LEFT THE SERVICE FEELING MORE ABLE TO COPE

“ Thank you for your support, I’ve been having a really hard time with my anxiety, struggling with my sleep and it feels good to know that things are moving forward now and I’m not on my own with it all. ”

SERVICE USER BEING SUPPORTED BY AN ADVOCATE UNDER THE MENTAL HEALTH ACT

55[%] OF PEOPLE WHO CONTACTED THE SERVICE RESOLVED THEIR OWN ISSUES WITH SELF-HELP TOOLS AND SUPPORT

“ Thank You very much you are a star fantastic ” help. Thank you very, very much. “ Despite being in the middle of the COVID-19 SERVCIE USER BEING SUPPORTED BY AN ADVOCATE UNDER THE CARE ACT Pandemic, the advocacy service was able to offer the assistance that was required. ” PROFESSIONAL REFERRING INTO THE ADVOCACY SERVICE

291 PROFESSIONALS SUPPORTED TO MEET 288 THEIR DUTY TO REFER FOR SELF HELP PACKS STATUTORY ADVOCACY DOWNLOADED

“ The level of dedication from the advocates to make sure the service has continued to be provided throughout this past year during COVID-19 has been second to none. ” SERVICE MANAGER

MAUD’S STORY

Maud has dementia and after a row with her son was placed in a care home for a period of respite and assessment regarding her long-term accommodation. A St Helens advocate was allocated, who tried to engage with her via video and telephone calls. However, Maud’s hearing issues prevented her being able to fully engage. Due to national lockdown, the advocate completed a Covid-19 risk assessment, and a faceto-face visit was approved. The visit was extremely positive. Maud told the advocate how she felt, where she wanted to live and the events leading up to her coming into the home. The advocate attended another meeting the following week with Maud and her social worker and it was agreed that she would go home with a package of care. Maud’s views, wishes, and feelings were central to decisions being made about her and her rights were upheld.

Tameside, Stockport and Oldham (TSO) Advocacy Hub

“ Very timely and efficient support was provided by the advocate, 100[[%]] which had a positive impact CLIENT AND for the service user being represented.” PROFESSIONAL PROFESSIONAL SATISFACTION WITH THE SERVICE

1126 INTERACTIONS INTO THE TAMESIDE, STOCKPORT & OLDHAM IMCA HUB

“ Thank you so much for responding quickly, your support with this case ” 100[[%]] really has helped.

PROFESSIONAL

934

“ I always receive reports in a timely way written in a 947 “ There have been regular emails and phone calls from the advocate and good flexibility PROFESSIONALS professional and person - centred manner.” CLIENTS SUPPORTED UNDER THE MENTAL with meeting dates- I am very happy with the service.” SUPPORTED THEIR STATUTORY TO MEET PROFESSIONAL CAPACITY ACT PROFESSIONAL DUTY TO REFER

DANIEL’S STORY

Daniel lived in a care home and was subject to a Deprivation of Liberty Safeguard, which restricted his choices. He had no family or friends, and was unable to leave the care home he was living in. The Mental Health Capacity Advocate spoke to Daniel via video link to ascertain his views, wishes and feelings regarding where he lived. Daniel was happy in his placement but wanted to be able to order fish and chips himself on Fridays by telephone. Our IMCA recommended this in their report, resulting in Daniel being allowed to order fish and chips himself on Fridays. Daniel expressed his delight, stating it was “amazing”.

Wirral Advocacy Hub

1126 100[%] NEW CONTACTS OF RESPONDENTS SAID THEY FOR SUPPORT LEFT THE SERVICE FEELING MORE ABLE TO COPE

“ 2020 has provided challenges to organisations and individuals because of the pandemic, and the role of effective advocacy for some of the most vulnerable people in our communities has been essential. Throughout the year, the team at the Wirral Advocacy Hub have continued to provide a high-quality service, making the necessary adjustments to the way they offer their service, ensuring that the people of Wirral have access to independent advocacy whilst keeping the people they represent safe. ”

“ Thank you so much for taking the time to talk the I found this particular service very professional, as they were informative, and provided the service as they were informative, and provided the service situation through with me, it was really helpful, and I feel much clearer on my choices moving forward. ” user with all the information they requested. I would certainly recommend this service to others.certainly recommend this service to others. ” SERVICE USER BEING SUPPORTED BY AN ADVOCATE UNDER THE CARE ACT CARE WORKER AFTER REFERRING FOR ADVOCACY SUPPORT 321 SELF HELP PACKS DOWNLOADED 907 PROFESSIONALS “ Brilliant service, really warm and helpful, was SUPPORTED TO MEET great to be able to ring up and get clear useful THEIR DUTY TO REFER FOR information about the support that is out there - Thank you so much. ” STATUTORY ADVOCACY SERVICE USER

COMMISIONER

38[%]

OF PEOPLE WHO CONTACTED THE SERVICE RESOLVED THEIR OWN ISSUES WITH SELF-HELP TOOLS AND SUPPORT

JESS’S STORY

Jess was detained under section 3 of the Mental Health Act in a psychiatric ward. Jess has a complex eating disorder and was receiving support from the ward and Community Mental Health team. The Wirral Advocacy Hub supported Jess to understand her rights regarding her current situation. The advocate supported Jess to express her views, wishes and feelings regarding her care and treatment on the ward, her recovery and being discharged. A step-by-step plan with person-centred goals was developed with Jess. The advocate upheld Jess’s rights, also communicating her wishes to the staff team in charge of her care. Jess felt more in control over her recovery and having a plan in place, alleviated a huge amount of pressure and anxiety from a previously unknown recovery pathway. Shortly after our support, Jess successfully attained her goals and was discharged from hospital to go home to the care of her family.

18

19

Fylde & Wyre Phoenix Project ~~I~~ 80 96[%] 96[%] CHILDREN AND YOUNG Ky REDUCED OR CEASED & INCREASED as PEOPLE SUPPORTED SUICIDAL IDEATION KNOWLEDGE* OF OR THOUGHTS MINIMISING RISK AY FY

“ She listened to everything I said and gave me support. ” YOUNG PERSON “ “ My children have built up a really good I enjoyed the phone session as it stopped relationship with both their counsellors me from feeling lonely while this COVID and look forward to seeing them and 19 is happening. It’s really easy to talk 95[%] over the phone, I sometimes find it difficult face to face ” hearing from them. They are getting so much out of it. I really appreciate it. PARENT ” YOUNG PERSON REDUCED OR CEASED SELF-HARMING BEHAVIOUR “ I really connected with my counsellor and 95[%] we had a great relationship. I feel more confident and feel like I can cope with things much better. ” 96INCREASED[%] SELF-ESTEEM PSYCHOLOGICAL AND IMPROVED YOUNG PERSON AND POSITIVITY © EMOTIONAL WELLBEING Y,

HARRY’S STORY

Harry was struggling to manage his feelings at home and was referred to our Counselling service by his mum. He initially met his Counsellor during lockdown via video call, but chose to wait until he could work with them face-to-face. Harry felt our Counsellor was different to others, as they really listened to him and helped him explore his struggles with the pressures of academic work. The Counsellor helped Harry feel less worried about his work and recognise his views and opinions were important. “Working with my Counsellor made me less worried...I realised that as long as I try my best, I can’t do anymore”.

Preston, Chorley & South Ribble

Counselling Services

n-compass provides Counselling services delivered in Fylde and Wyre and Preston, Chorley and South Ribble.

“ Someone to talk to who had no idea who I was and listened to me. ” 240 YOUNG PERSON 92[%] CHILDREN AND YOUNG sy" INCREASED PEOPLE SUPPORTED KNOWLEDGE OF MINIMISING RISK ~~a>~~ “ The support has been good, thankyou for keeping contact throughout lockdown. ” 92REDUCEDREDUCED[[%]] OR CEASED “ YOUNG PERSON SUICIDAL IDEATION I must say a massive thankyou for all you have done for my daughter, she has really OR THOUGHTS enjoyed her time with you. Thanks for getting us this far and all the support you “ No barriers to support and the flexibility have shown us, you have really helped us thankyou so much. ” to use messaging to keep sessions private when parents at home. PARENT[[%]]

“ Someone to talk to who had no idea who I was and listened to me. ” YOUNG PERSON 92REDUCEDREDUCED[[%]] OR CEASED SUICIDAL IDEATION OR THOUGHTS “ No barriers to support and the flexibility to use messaging to keep sessions private when parents at home. ” YOUNG PERSON

95[[%]]

REDUCED OR CEASED SELF-HARMING BEHAVIOUR

94[%] 96[%] IMPROVED INCREASED SELFPSYCHOLOGICAL AND ESTEEM AND POSITIVITY EMOTIONAL WELLBEING

“ It makes you really happy when you talk to them and makes you more confident. ” YOUNG PERSON

SOPHIE’S STORY

Sophies mum and dad were no longer together, and she was having difficulties at home, particularly at her dad’s. She was finding it difficult to trust people and felt let down by other services as they made her feel very controlled. Sophie was referred to the Counselling service by her mum. Our Counsellor supported Sophie to understand her feelings, that she had a voice and was old enough to have her views and opinions heard. This empowered Sophie to put her wants and needs into words and feel understood. Sophie now feels much more confident in what she can achieve.

20

21

Connect 5 Training

“ Excellent two-day training course, reinforcing and 97[%] #) adding to prior knowledge. Pace of course was just right REPORT IMPROVED and worked very well being SKILLS AND CONFIDENCE TO delivered by Zoom. Overall, very enjoyable and informative. ” DISCUSS MENTAL SOCIAL PRESCRIBING HEALTH AND LINK WORKER WELLBEING ISSUES WITHIN DAILY PRACTICE

73 [ TRAINING SESSIONS DELIVERED

“ Facilitator was amazing at delivering the session on mental health and for the first time has made me

consider working within the mental health sector. She was energetic and made the session very interesting, which helped to stay tuned in. The information was really inspiring and helped me to gain tools to maintain my own wellbeing as well as supporting others. I feel that the training has been very beneficial to me and I will carry these tools with me throughout my life. ”

100[%]

REPORT SATISFACTION WITH COURSE DELIVERY AND MATERIALS

YOUTH VOLUNTEER SOCIAL WORK STUDENT “ Useful training delivered WITH COURSE AND MATERIALS very well via Zoom. Enjoyed the practice in the breakout rooms, atmosphere felt inclusive, and the diverse mix of the attendees meant “ I have gained further there was a broad range of confidence in speaking quality discussion. One of with people and opening 417 i? 95[%] © the biggest messages I will take away from the training up general conversations around mental health. ” HEALTH AND SOCIAL CARE PROFESSIONALS REPORT AWARENESSIMPROVED OF is to meet people where they are! ” TRAINEE ASSOCIATE PSYCHOLOGICAL TRAINED MENTAL HEALTH NURSE ADVISOR PRACTITIONER

Deaf Link Service

Wellbeing Services

n-compass provides Wellbeing Services in Lancashire.

“ ” “ ” We are seeing changes thanks to you. You made it so I could be heard. SERVICE USER SERVICE USER

FACILITATED ACCESS

TO HEALTH APPOINTMENTS, SUPPORTED SOCIAL CARE ASSESSMENTS, LEGAL ADVICE TO NAVIGATE HOUSING AND BENEFITS PATHWAYS

INCREASED

AWARENESS OF THE BARRIERS FACED BY DEAF IN LANCASHIRE WITH OVER

“ I am thrilled with what you have done, I am going to tell all my friends as we all need your help.friends as we all need your help. ” SERVICE USER 1800

“ You have helped me to cope with all ” ” these barriers that I face every day. done, I am going to tell all my friends as we all need your help.friends as we all need your help. SERVICE USER SERVICE USER 1800 PROFESSIONALS “ LIAISED Being able to use my own language with you is such a relief. ” WITH UTILITY “ Knowing we can contact you is a relief. ” SERVICE USER COMPANIES SERVICE USER

HENRY AND SYLVIA’S STORY

Henry and Sylvia are culturally deaf, use British Sign language (BSL) and have limited literacy skills. Henry was in hospital for six weeks and was referred following a delay in his discharge. Our Deaf Link Worker recognised the hospital did not have access to BSL support agencies, meaning there was difficulty in understanding how to safely discharge Henry. Our Deaf Link worker communicated to Henry and Sylvia in BSL, easing their anxiety and distress and engaged social services who then met with them, with an interpreter, and contacted the appropriate care services. Our Deaf link work continued liaising between Henry, Sylvia and all services, ensuring their voices were heard and their rights upheld. Henry’s discharge was conducted safely with ongoing support from a BSL agency. Henry and Sylvia are now enjoying the ability to communicate with the carers in their own language.

22

23

We support all our volunteers through a dedicated volunteer team. As we continue to grow, we want to ensure that the quality all our volunteers experience is maintained to the highest standard. There are various ways in which people can volunteer at n-compass

The Volunteer Hub

OUR VOLUNTEERS “ I feel that I’m giving something 237 HAVE DONATED back, it’s nice to feel useful at the same time as helping others.same time as helping others. ” VOLUNTEERS HAVE VOLUNTEER SUPPORTED OUR 11534 Z “SERVICES THE YEAR DURING HOURS OF THEIR OUR VOLUNTEERS TIME TO SUPPORT HAVE HELD OUR SERVICE USERS 4342 110 CHATS WITH CARERS ee ae ee VOLUNTEERS ARE OVER THE PHONE DURING THE YEAR CONNECTING WITH OUR CARERS EACH MONTH “

“ I really enjoyed the recent training with the n-compass team and I had a few wow moments listening to everyone’s input, I feel it’s really supported my personal development and has also help grow my confidence for my volunteer role. ”

It’s lovely to hear the same voice each week and the CHAT Line gives me something to look forward to. ”

CARER

VOLUNTEER

LEWIS’S STORY

Lewis wanted to volunteer and help people during lockdown and signed up with our Carers Chat Line. He was able to chat with a number of different Carers who all had different stories to talk about, which Lewis found interesting and an enriching experience. He really enjoyed being able to make their lives “brighter”. Lewis strengthened his listening skills and engaging in a caring conversation as a volunteer, increased his awareness of what it is like to be an unpaid Carer and how common this role is for so many people. He reflected on how “supportive and super friendly” n-compass staff are and he always felt he could talk to them when needed. “I would definitely recommend n-compass to a friend”

Volunteering Services

n-compass provides Volunteering Services across all our service areas.

24

25

Service Access Team

n-compass is supported by a dedicated Service Access Team who provide Service Users with information, support and signposting.

During 2019-2020 our Service Access Team dealt with over 40,000 calls, which equates to 188 calls for each working day!

> We supported 24,000 incoming telephone callers

> We made 16,000 outgoing calls to Service Users

Our Fantastic Peo le p

n-compass is fully committed to its dedicated and talented staffing team. With their commitment, passion and ‘can-do’ attitude we are able to fulfil our Vision and Mission, providing high quality services to the people we serve and support.

Who we are, who we work with and how we work

Name: N-Compass Towards A Brighter Future Limited Registered Charity number: 1128809 Registered Company number: 06845210

Registered office:

1 Edward VII Quay, Navigation Way, Ashton-on-Ribble, Preston, PR2 2YF

Barbara Aird (Chair) Catherine Scivier (Vice Chair) Jonathan Church (resigned October 2020) Brian Watson Dr. Mandy Dixon Janet Walton Hannah Woodcock Hamish Hamilton Helen Carouzos Ann Allcoat (joined October 2020) Keith Bevan (joined October 2020) Sally McIvor (joined December 2020)

Trustees & Directors at date of report approval

Chief Executive: Auditors: ~~ee~~

Teresa Jennings

Whittles LLP, Chartered Accountants & Statutory Auditors, 1 Richmond Road, St Annes on Sea, Lancashire, FY8 1PE

Bankers:

Lloyds Bank, 30 Corporation Street, Blackpool, FY1 1EN

26

27

Governing Document

Since the 1st April 2009, N-Compass Towards A Brighter Future Limited has been a Company Limited by Guarantee. The governing instrument of n-compass is the Articles of Association. Previous to this n-compass existed as a Charity only, which was established and registered in 1999.

n-compass’ objectives:

i. The relief of those in need by reason of facing disadvantage through illness, disability, age, the demands of the carer’s role, social exclusion or adverse life events, by providing information and services to enable those people to improve their quality of life

ii. The advancement of education to address the difficulties faced by disadvantaged people seeking to express themselves

Organisational Structure

In line with the governing document, the Board of Trustees can consist of up to 12 members. Representatives can also be invited to attend the Board meetings but have no voting rights. Throughout the majority of the financial year, 10 Trustees served on the Board.

The Trustees are responsible for the strategic direction and policy of the organisation. There is one sub-committee of the Board. The sub-committee enables more in-depth discussion of key issues and will consider matters referred to them by the Board, making recommendations to the Board. The sub-committee is the Audit Committee

The Board convenes at a minimum of 4 times each year. The subcommittee meet bi-monthly or at pre-set times and has its own Terms of Reference. The reports and minutes of the subcommittee are a standing agenda item for the full Board meetings. Other committees and working groups may also be set up as needed.

The Board of Trustees delegate the management responsibility of the organisation to the Chief Executive who is assisted in this task by a Senior Management Team consisting of the Services Director, the Finance Director and the Business Development Director.

Trustee Recruitment, Induction and Training

On appointment, each Trustee completes a register of interests and conflict of interests form. They are given a Trustee Handbook that includes the Articles of Association, risk policy and selected policies and procedures and the Charity Commission leaflet CC3. New Trustees are invited to undertake the process of induction. Training needs are assessed and undertaken as required.

The Chief Executive regularly updates Trustees on any issues which affect their roles and responsibilities. The Trustees also have the opportunity to access appropriate training and development.

Risk Management

The Board of Trustees regularly reviews the major risks to which the organisation is exposed, and systems and procedures have been established to mitigate these risks. The audit-committee has been charged with undertaking a risk analysis pertinent to areas of focus which feeds directly to the Board of Trustees. Additionally n-compass produces and assesses monthly management accounts, an annual budget, quarterly budget reviews, business/strategic plans, and the reserve fund policy and possesses adequate insurance cover for all personnel, property and activities as part of their risk management approach. Internal control of risks are minimised by the implementation of procedures for authorisation of all transactions and projects. This is supported also by a planned audit schedule which assesses and reviews the way we work in line with a continuous improvement approach and forms part of the ISO 9001 quality framework. As a result of the in-depth strategic analysis, including a thorough risk review, a more robust and detailed risk management register is in place which forms part of the compilation of a business continuity plan

Health and Safety policies and procedures are established and regularly reviewed to ensure the health and safety of staff, volunteers, individuals and visitors. The organisation contracts with Rradar, Employment Law Consultants, who provide advice which sits alongside employment litigation indemnity insurance (via AXA).

The continuing implementation and compliance with a number of quality standards ensures consistent quality for all operational aspects of the organisation. These include, as mentioned, ISO 9001, NHS Information Governance Toolkit Compliance, Advocacy and Investors in Volunteering Quality Marks and Best Companies Accreditation. All systems are periodically audited and reviewed to ensure that they continue to meet the needs of the organisation.

Our Finances - Summarised

Over the last 11 years our income, and with it our funds, has increased steadily from £1.2m in 2010 to £6.3m in 2020, falling back to £5.2m in 2021.

This reduction in the year was as a result of the loss of the Lancashire Wellbeing contract with an annual impact of £2m .

The impact of this loss of income has been offset by continued strong growth in our Advocacy and Carers Services, to the extent that we are once again forecasting a total income of £6.2m in 2021-22.

Despite the loss of such a major contract, through an effective management of the cost structure of the charity, Net Income for the year was £118,176 thereby increasing the total reserves held at the 31st March 2021 to £1,074,200 .

Within this figure are free reserves of £1,031,450 which exceeds the reserves policy level for free reserves which has been calculated to be £913,000 .

Reserves Policy

The Board of Trustees conduct an annual review of the level of both unrestricted and restricted reserves by considering risks associated with the various incoming resources and expenditure plans for the next year. In addition, the Audit sub-committee reviews all reserves on an on-going basis and informs the board of any exceptional items.

Under the requirements of Charity Law, the Trustees are obliged to define the Charity’s policy for holding reserves. The intention in establishing this reserves policy for n-compass is to secure continuation of its activities.

The policy will:

n-compass provides a range of Welfare and Public Health services on behalf of public bodies, via short term contracts that are tendered and subject to competition. The Sector is subject to constant review with increasing levels of resource constraints and high risks of funding cuts. As a response to these risks n-compass looks to mitigate the impact by operating across different funding streams, looking for strategic alliances, and being highly innovative and efficient in service delivery. The Trustees would wish to achieve a general reserve that represents three months’ worth of payroll costs and the planned levels of reserves will exceed this target. Surplus funds will be designated as directed by the Trustees in order to support delivery of the strategic plan.

Prior to inviting nominations, the Trustees review the skills audit to try to attract members with the relevant experience and skills to the Board. A potential Trustee is required to meet with the Chair of the Board of Trustees and the Chief Executive in order to familiarise themselves with the work of the organisation, the context within which it operates and understand:

28

29

Financial statements for the Year Ended 31st March 2021

Pay policy for senior staff

The trustees consider the board of trustees, who are also the charitable company’s directors, and the senior management team comprise the key management personnel of the charity in charge of directing and controlling, running and operating the Charity on a day to day basis. All trustees give their time freely and no trustee received remuneration in the year. Details of trustees’ expenses and related party transactions are disclosed in notes 9, 12 and 22 to the accounts.

The pay of the senior staff is a matter for the Audit Committee.

Related Parties and Partnerships

In so far as it is complementary to n-compass, the organisation is guided by both local and national policy drivers. To understand and translate these in the context of n-compass, we are an active member on a number of partnership and information networks, and fully participate in activities through local, regional and national structures.

n-compass is also actively involved in a wide range of multiagency, community specific, operational and strategic partnerships. The partnerships provide the opportunity to improve professional understanding of the people n-compass supports, gain information relating to local services and activities, and through our involvement in strategic planning, we can identify gaps in service provision and inform/influence the commissioning of future planned services.

Responsibilities of the trustees

The Trustees (who are directors of the company for the purposes of company law) are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and regulations. Company law requires the Trustees to prepare financial statements for each financial year. Under that law, the Trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). Under company law the directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and the incoming resources and application of resources, including income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The trustees confirm that they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to public benefit guidance published by the Commission when reviewing the Charities aims and objectives, in planning future activities and setting policies for the year. Our review of services provided demonstrates how our work is carried out for public benefit. In so far as the Trustees are aware:

AUDITOR

Whittles LLP, Chartered Accountants were appointed as the Charity’s auditors during the year and have expressed their willingness to continue in that capacity.

Registered Office:

1 Edward VII Quay Navigation Way Aston-on-Ribble Preston. PR2 2YF.

Signed on behalf of the Trustees:

B. Aird

Chair of Board of Trustees

Independent Auditors’ Report to the Members of N-Compass Towards A Brighter Future Limited

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.

Opinion

We have audited the financial statements of N-Compass Towards A Brighter Future Limited (the ‘charitable company’) for the year ended 31st March 2021 which comprise the statement of financial activities, balance sheet, cash flow statement and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is 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).

Other information

The trustees are responsible for the other information. The other information comprises the information included in the trustees’ annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In our opinion the financial statements:

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in 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 there is a material misstatement in the financial statements or a material misstatement of the other information. 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.

Basis for opinion

We have nothing to report in this regard.

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.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the directors’ 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 identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the entity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

30

31

Financial statements for the Year Ended 31st March 2021

Independent Auditors’ Report to the Members of N-Compass Towards A Brighter Future Limited

Auditor’s responsibilities for the audit of the financial statements

Matters on which we are required to report by exception

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.

In the light of our 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 directors’ report included within the trustees’ report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

Irregularities, including fraud, are instances of noncompliance 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 procedures are capable of detecting irregularities, including fraud is detailed below:

Explanation as to what extent the audit was considered capable of detecting irregularities, including fraud.

The objectives of our audit in respect of fraud are; to identify and assess the risks of material misstatement of the financial statements due to fraud; to obtain sufficient appropriate audit evidence regarding the assessed risks of material misstatement due to fraud, through designing and implementing appropriate responses to those assessed risks; and to respond appropriately to instances of fraud or suspected fraud identified during the audit. However, the primary responsibility for the prevention and detection of fraud rests with both management and those charged with governance of the Charity.

Responsibilities of trustees

As explained more fully in the trustees’ responsibilities statement, the 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 the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

Our approach was as follows:

In preparing the financial statements, the trustees are responsible for assessing the charitable 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 either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

As part of an audit in accordance with ISAs (UK) we exercise professional judgement and maintain professional scepticism throughout the audit. We also:

We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our 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.org.uk/ auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charitable company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. 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 auditor’s 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.

Rosemarie Andrews BA(Hons) FCA (Senior Statutory Auditor)

Date: 29th September 2021

For and on behalf of Whittles LLP, Chartered Accountants & Statutory Auditors

Registered Office:

1 Richmond Road St Annes on Sea Lancashire FY8 1PE

32

33

Statement of Financial Activities (Including Income & Expenditure Account) for the Year Ended 31st March 2021

Balance Sheet At 31st March 2021

Company Number 06845210

31.03.21 31.03.20
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
INCOME
Donations and legacies 3 104,531 - 104,531 -
Activities for generating funds 4 39,160 - 39,160 4,938
Investment income 5 274 - 274 1,093
Income from charitable activities
Provision of services 6 5,093,379 - 5,093,379 6,319,833
Total income 5,237,344 - 5,237,344 6,325,864
EXPENDITURE
Charitable activities 7 5,119,168 - 5,119,168 6,179,834
Total expenditure 5,119,168 - 5,119,168 6,179,834
NET INCOME 10 118,176 - 118,176 146,030
Transfers between funds - - - -
Net movements in funds 118,176 - 118,176 146,030
RECONCILIATION OF FUNDS
Total funds brought forward 956,024 - 956,024 809,994
TOTAL FUNDS CARRIED FORWARD 1,074,200 - 1,074,200 956,024

The statement of financial activities includes all gains and losses in the year and therefore a statement of total recognised gains and losses has not been prepared.

31.03.21 31.03.20
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
FIXED ASSETS
Intangible assets 13 2,949 - 2,949 10,924
Tangible assets 14 39,801 - 39,801 39,138
CURRENT ASSETS
Debtors 15 593,085 - 593,085 414,664
Cash at bank and in hand 1,252,550 - 1,252,550 1,276,774
TOTAL CURRENT ASSETS 1,845,635 - 1,845,635 1,691,438
CREDITORS
Amounts falling due within 1 year 16 814,185 - 814,185 785,476
NET CURRENT ASSETS 1,031,450 - 1,031,450 905,962
TOTAL ASSETS LESS CURRENT
LIABILITIES 1,074,200 - 1,074,200 956,024
NET ASSETS 1,074,200 - 1,074,200 956,024
FUNDS 19
Unrestricted funds
- General use 1,074,200 956,024
- Designated funds - -
Restricted funds - -
TOTAL FUNDS 1,074,200 956,024

The financial statements were approved by the Board of Trustees/Directors on 29th September 2021 and were signed on its behalf by:

All of the above amounts relate to continuing activities.

B Aird – Chairperson & Director

The notes form an integral part of these financial statements

The notes form an integral part of these financial statements

34

35

Notes to the Financial Statements for the Year Ended 31st March 2021

Statement of Cash Flows for the Year Ended 31st March 2021

Cash (used in) / provided by operating activities
Cash fows from investing activities
Interest income
Purchase of tangible fxed assets
Cash (used in) investing activities
(Decrease) / increasein cash and cash equivalents in
the year
Cash and cash equivalents at the beginning of the year
Total cash and cash equivalents at the end of the year
21
Notes		 2021
£
(2,309)
274
(22,189)
(21,915)
(24,224)
1,276,774
1,252,550		 2020
£
360,812
1,093
(33,476)
(32,383)
328,429
948,345
1,276,774

1. STATUTORY INFORMATION

N-Compass Towards A Brighter Future Limited is registered as a charitable company limited by guarantee, and is domiciled in the UK. In the event of the charitable company being wound up, the liability in respect of the guarantee is limited to £10 per member of the charitable company. The trustees are the members of the charitable company. The charitable company’s registered number and principal office are as below:

Registered Charity Number: 1128809

Registered Company Number: 06845210 Principal Office: 1 Edward VII Quay, Navigation Way, Ashton-on-Ribble, Preston, PR2 2YF

2. ACCOUNTING POLICIES

Basis of Accounting

The financial statements of the charity, which is a public benefit entity under FRS102, have been prepared in accordance with the Charities SORP (FRS 102) ‘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) (effective 1 January 2019)’, Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ and the Companies Act 2006.

The presentation currency of the financial statements is the Pound Sterling (£).

The trustees consider that there are no material uncertainties about the Charity’s ability to continue as a going concern. No significant judgements have had to be made by the trustees in preparing these financial statements.

Income

Income is recognised in the Statement of Financial Activities when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably. Where the charity undertakes activities under contracts, income is recognised on a time basis to reflect the services provided. Details of income deferred to a future period are contained in note 16. These amounts will be released to projects in the coming year.

Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under headings that aggregate all costs related to the category.

Support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities.

Support costs include back-office costs, finance, personnel, payroll and governance costs which support the charity’s objectives. Support costs have been allocated to activities on a basis consistent with the use of resources.

Operating leases

Operating lease rentals are charged to the Statement of Financial Activities on a straight line basis over the term of the lease.

Taxation

As a registered charity, the Charity benefits from rates relief and is generally exempt from Income Tax and Capital Gains Tax.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. Office Equipment - 33% on cost

Assets are capitalised if they can be used for more than one year and cost at least £50. They are valued at cost.

Intangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. Software purchases and IT development - 33% on cost Assets are capitalised if they can be used for more than one year and cost at least £50. They are valued at cost.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Creditors

Creditors are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors are normally recognised at their settlement amount after allowing for any trade discounts due.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor, or when funds are raised for particular restricted purposes.

Designated funds are unrestricted funds set aside by the charity for a particular purpose as set out in the notes to the accounts.

Pension costs and other post-retirement benefits

Pension contributions were made in respect of 158 employees to defined contribution schemes. The charity has no liability under the schemes other than for the payment of the contributions. Contributions payable for the year are charged to the Statement of Financial Activities.

36

37

Notes to the Financial Statements for the Year Ended 31st March 2021

Notes to the Financial Statements for the Year Ended 31st March 2021

3. DONATIONS AND LEGACIES

Donations Unrestricted
funds
£
104,531
104,531		 Restricted
funds
£
-
-		 31.03.21
Total
funds
£
104,531
104,531		 31.03.20
Total
funds
£
-
-

A donation of £103,331 was received in relation to the merger with Carlisle Carers which concluded in August 2020.

4. ACTIVITIES FOR GENERATING FUNDS

Sundry services provided
Student placements		 Unrestricted
funds
£
-
39,160
39,160		 Restricted
funds
£
-
-
-		 31.03.21
Total
funds
£
-
39,160
39,160		 31.03.20
Total
funds
£
1,378
3,560
4,938

5. INVESTMENT INCOME

31.03.21 31.03.20 £ £ Bank interest 274 1,093

100% of investment income is related to assets held in the United Kingdom.

6. INCOME FROM CHARITABLE ACTIVITIES

Activity
Advocacy
Counselling
Carers
Health and Well-Being
SAT and Volunteering Services
Provision of
services
Unrestricted
funds
£
1,030,605
334,877
3,668,871
59,026
-
5,093,379
Restricted
funds
£
-
-
-
-
-
-
7. EXPENDITURE ON CHARITABLE ACTIVITIES		 Activity
Advocacy
Counselling
Carers
Health and Well-Being
SAT and Volunteering Services
Provision of
services
Unrestricted
funds
£
1,030,605
334,877
3,668,871
59,026
-
5,093,379
Restricted
funds
£
-
-
-
-
-
-
7. EXPENDITURE ON CHARITABLE ACTIVITIES		 Activity
Advocacy
Counselling
Carers
Health and Well-Being
SAT and Volunteering Services
Provision of
services
Unrestricted
funds
£
1,030,605
334,877
3,668,871
59,026
-
5,093,379
Restricted
funds
£
-
-
-
-
-
-
7. EXPENDITURE ON CHARITABLE ACTIVITIES		 31.03.21
Total
funds
£
1,030,605
334,877
3,668,871
59,026
-
5,093,379		 31.03.20
Total
funds
£
780,731
334,054
3,182,085
2,022,963
-
6,319,833
Advocacy Projects
Counselling
Carers Projects
Health and Well-Being
SAT and Volunteering Services		 Unrestricted
funds
£
1,139,219
347,204
3,291,382
59,692
281,671
5,119,168		 Restricted
funds
£
-
-
-
-
-
-		 31.03.21
Total
funds
£
1,139,219
347,204
3,291,382
59,692
281,671
5,119,168		 31.03.20
Total
funds
£
795,141
375,115
2,989,799
1,799,451
220,328
6,179,834

8. SUPPORT COSTS

Advocacy Projects
Counselling
Carers Projects
Health and Well-Being
SAT and Volunteering Services		 Staf
Cost
£
152,659
46,860
332,592
8,235
44,467
584,813		 Other
Costs
£
181,475
55,706
395,374
9,790
52,861
695,206		 31.03.21
Total
Costs
£
334,134
102,566
727,966
18,025
97,328
1,280,019		 31.03.20
Total
Costs
£
232,474
94,343
609,366
158,347
115,034
1,209,564

The basis of allocation of support costs is pro rata to staff full time equivalents.

38

39

Notes to the Financial Statements for the Year Ended 31st March 2021

Notes to the Financial Statements for the Year Ended 31st March 2021

9. GOVERNANCE COSTS

Indemnity insurance
Trustees’ meetings, annual report & AGM
Auditors’ remuneration		 31.03.21
£
895
-
4,200
5,095		 31.03.20
£
895
345
3,960
5,200

Fees paid to the auditor for other services amounted to £6,123 (2020: £5,437 )

10. NET INCOME FOR THE YEAR

10. NET INCOME FOR THE YEAR
This is stated after charging:
Operating leases - premises
Depreciation
11. STAFF COSTS		 31.03.21
£
170,162
29,501		 31.03.20
£
171,296
25,082
Number of employees earning over £60,000
£60,001 - £70,000
Wages and salaries
Social security costs
Other pension costs
Redundancy costs
Other employee benefts		 2,919,140
216,141
146,930
8,500
13,682
3,304,393
2021
1
31.03.21
£		 2,941,839
230,891
143,991
24,994
15,122
31.03.20
£
3,356,837
2020
1

Pension costs are allocated to activities in proportion to the related staffing costs incurred and are wholly charged to unrestricted funds.

The key management personnel of the Charity comprise the Trustees, the Chief Executive Officer, the Services Director, the Business Development Director and the Finance Director. The total employee benefits of the key management personnel of the Charity were £232,753 (2020: £221,863) .

The average monthly headcount in the period was 142 staff (2020: 144) and the average number of full time equivalent staff in the period was as follows:

The average monthly headcount in the period was142staf(2020
time equivalent staf in the period was as follows:		 : 144)and the average num ber of full
31.03.21 31.03.20
Charitable Activities 105.30 107.20
Other
Total		 12.90
118.20		 12.80
120.00

12. TRUSTEES’ REMUNERATION AND BENEFITS

Members of the Board of Trustees (who are all directors within the meaning of the Companies Act 2006) receive no remuneration or taxable benefits for their services.

During the year none of the Trustees were reimbursed or had any amounts paid on their behalf for expenses incurred.

13. INTANGIBLE FIXED ASSETS

COST
At 1st April 2020
Additions
Disposals
At 31st March 2021
DEPRECIATION
At 1st April 2020
Charge for year
Eliminated on disposal
At 31st March 2021
NET BOOK VALUE
At 31st March 2021
At 31st March 2020
14. TANGIBLE FIXED ASSETS		 Software
£
23,960
-
-
23,960
13,036
7,975
-
21,011
2,949
10,924		 Total
£
23,960
-
-
23,960
13,036
7,975
-
21,011
2,949
10,924
COST
At 1st April 2020
Additions
Disposals
At 31st March 2021
DEPRECIATION
At 1st April 2020
Charge for year
Eliminated on disposal
At 31st March 2021
NET BOOK VALUE
At 31st March 2021
At 31st March 2020		 Ofce
Equipment
£
130,824
22,189
(56,407)
96,606
91,686
21,526
(56,407)
56,805
39,801
39,138		 Total
£
130,824
22,189
(56,407)
96,606
91,686
21,526
(56,407)
56,805
39,801
39,138

40

41

Notes to the Financial Statements for the Year Ended 31st March 2021

Notes to the Financial Statements for the Year Ended 31st March 2021

15. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.03.21 31.03.20
£ £
Trade debtors 521,358 374,461
Prepayments 71,727 40,203
593,085 414,664
16. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.03.21 31.03.20
£ £
Trade creditors 151,709 219,520
Other creditors 426,228 309,222
Accrued expenses 236,248 256,734
814,185 785,476
Deferred income is included within other creditors and amounts to£49,983(2020:£106,293). Of
the opening deferred income,£106,293was released to the SOFA. Of the closing deferred income,
£49,983is income deferred in the current year.
The amounts deferred comprise time apportioned contracts and Service Level Agreements or funding
for projects that were not set up at the year-end. These will be released in the coming year against
relevant projects.
17. GRANTS EXCLUDED FROM THE SOFA
The Charity acts as agent in respect of grants which are passed directly to individual benefciaries.
The amounts attributable are therefore not included in income, expenditure, or closing fund balances.
The amounts administered and excluded are as follows:
Receipts
Held at		 Payments Held at
excluded
01.04.20		 excluded Transfers 31.03.21
£
£		 £ £ £
Living Well Fund
287,768
82,139		 122,652 - 247,255
Russell Haldane
-
1,187		 1,187 - -
Parent Carers Forum
112,146
67,188		 108,430 - 70,904
TOTAL FUNDS
399,914
150,514		 232,269 - 318,159

18. OPERATING LEASE COMMITMENTS

At 31st March 2021 the Charity had total commitments under non-cancellable operating leases as set out below:

Leases which expire:
Within one year
In the second to ffth year inclusive
In more than fve years
19. MOVEMENT IN FUNDS		 2021
£
Land & Buildings
30,105
180,200
-
210,305
2020
£
15,371
306,620
-
321,991		 2021
£
Land & Buildings
30,105
180,200
-
210,305
2020
£
15,371
306,620
-
321,991
321,991
Unrestricted funds
Core – General use
Restricted funds
Advocacy Project
Counselling
Carers Project
Health and Well-Being
SAT and Volunteering Services
TOTAL FUNDS		 At 31.03.20
£
956,024
-
-
-
-
-
956,024		 Net
movement
in funds
£
118,176
-
-
-
-
-
118,176		 At 31.03.21
£
1,074,200
-
-
-
-
-
1,074,200

42

43

Notes to the Financial Statements for the Year Ended 31st March 2021

Notes to the Financial Statements for the Year Ended 31st March 2021

19. MOVEMENT IN FUNDS - continued

Net movement in funds included in the above are as follows:

Unrestricted funds
Core – General use
Restricted funds
Advocacy Project
Counselling
Carers Project
Health and Well-Being
SAT and Volunteering Services
Unrestricted funds
Core – General use
Restricted funds
Advocacy Project
Counselling
Carers Project
Health and Well-Being
SAT and Volunteering Services
TOTAL FUNDS
Funds are represented by:		 5,237,344
-
-
-
-
-
5,237,344
Income
£		 5,119,168
-
-
-
-
-
5,119,168
42,750
-
-
-
-
-
Fixed assets
£
Expenditure
£		 -
-
-
-
-
-
-
1,031,450
-
-
-
-
-
Net current
assets
£
Fund
transfers
£		 118,176
-
-
-
-
-
118,176
1,074,200
-
-
-
-
-
Total at
31.03.2021
£
Movement
in funds
£

TOTAL FUNDS

42,750 1,031,450 1,074,200

20. VOLUNTEERS

Volunteering is vital to delivery of all our services. They provide us with additional capacity as well as bringing in a diverse range of experience, skills and knowledge to the organisation. Without the support of volunteers, we would not be able to support as many people as we do.

During 2020/2021:

21. RECONCILIATION OF NET MOVEMENTS IN FUNDS TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net movement in funds
Add back depreciation charge
Deduct interest income shown in investing activities
(Increase) / decreasein debtors
Increase / (decrease)in creditors
Net cash(used in) / provided byoperating activities		 2021
£
118,176
29,501
(274)
(178,421)
28,709
(2,309)		 2020
£
146,030
25,082
(1,093)
341,908
(151,115)
360,812

22. RELATED PARTIES

There are no related party transactions requiring disclosure.

44

45

With Thanks to Our Partners

OUR BOARD

Barbara Aird Cathy Scivier Chair Vice Chair

Ann Allcoat

Hannah Woodcock

Keith Bevan

Dr Mandy Dixon

Hamish Hamilton Chair of the Audit Committee

Helen Carouzos

Sally McIvor

Brian Watson Vice Chair of the Audit Committee

Janet Walton

SENIOR MANAGEMENT TEAM

----- Start of picture text -----
Heywood, Middleton and Rochdale
Clinical Commissioning Group
----- End of picture text -----

Teresa Jennings Chief Executive

.

Joanna Solanki Stuart Whittle Martyn Robson Service Director Finance Director Business Development Director

46

47

n-compass Head Office 1 Edward VII Quay Navigation Way Ashton on Ribble Preston Lancashire PR2 2YF

Tel: 01772 280030 Email: admin@n-compass.org.uk www.n-compass.org.uk

[@ncompass.org]

[@_ncompass]

n-compass registered in England and Wales. Charity No. 1128809. Guarantee No. 06845210.

48