COMPANY REGISTRATION NUMBER: 06946785 CHARrrY REGISTRATION NUMBER: 1133457 Suffolk User Forum Company Limited by Guarantee Unaudited financial statements 31 March 2023 •AcEcWR• 1711012023 MPANIES HOUSÉ A10 #loo Suffolk User Forum Company Limited by Guarantee Financlal statgments Year ended 31 March 2023 Pa9es Trusts¥$' annual r¢F*yI lincormting dir8cttrs' report) 1to12 Independent exam¥*s report to the Irustee5 13 Stat&m8nt of financial a¢tiviti¢$ finC￿dIng income aThJ expendhwe account} 14 8alan¢e sheet 15 Notes to the firwKial stateM￿ts 16to24 Suffolk User Forum Company Limited by Guarantee Trustees. annual report {incorporating the directors. report) Year ended 31 March 2023 The irustees. who are also the direclors for the purposes of ccrfnpany ￿, pr¢5ent thwr report and th• unaudited financial statem8nts of the d￿rity for the year ended 31 Marth 2023. financial stat$ments have been prepar￿ in accwjance wth the accounting poli¢ies set out in notes io the accounts and cA)mply wlh Il* chariV5 govÈmin9 document. the Charities Act 2011 and Companies Act 2006 and Accounting and Reporbr¥J by Charitye5'. Statement of Recornmen(kd Practi¢e applicabte to charities prepariro their aCc￿jnts in accordance with the Financ1￿ Rewtirs Stsndwd app￿¢#ble in the UK and Republic of Ireland published in October 2019. Suffolk User Forum Company Limited by Guarantee Trustees. annual report (incorporating the directors. report) Year ended 31 March 2023 Chalrfs r•port Over the y8ats. rNch of Suffc4k User F￿rn￿ (SUF's} wc¢k list•nir¥J to seThice users and their fanilies has b8¢n abtyjt th?ir experience$ of NHS sewvb¢es. In 2022123. SUF was ￿eased to be asked by Suffolk County Coundl ISCCI to Wth mental health (MH) seThi¢e users about thèir intèractions with SCC social workers and provide wrilten feedback to SCC cn the quality of thwr sery￿S 8$ exptrrienceil by $¢rvice Users. It has been pleasirvJ to see SCC genuinely interested in kaming about semce users. experiences. willing io listen and take aciion even when seryice user feedback has been negative. WoTking in partnership with SCC and with seThice users. we ILY)k foNard to c￿lecti￿a feedback knut MH social work services in 2023124. hMJhlwJhkn"tw the 9crf)d pradice and arèas in naed of improvement. The new stalutory NHS Suffolk North Easl E55ex kntegrated Cart System ISNEE ICS) is also wy k¢¢n for ¢oprodu¢¢d $trNce user feedback to be a goklen thread woven intts all its de¢isffi$. SUF has been contributing to the devehjpment ol SNEE'S sy3teffs. including ils MH CdlaboTative, and expects, together wth seTric* users. to participate mre extensivety in the Collaborative in 2023124. We a￿ really pleased that advocxy for MH patiénts ldisb.nct from paiients deta#)ed under the Mental Heamh Act w￿) have Iho 18981 right io athacyl has b￿n irdLTrled in the threethyear advocacy ¢￿tra￿ for Suffolk Advo¢a¢y SeMc¢s, led by the tharity POhWER. SI￿ rt 1$ $0 important ttwt all inpatients, whether detwned or noL have some(Th wil help them w)irE tt*ir wants and need$. We are parbcularfy ￿eaSed that SUF is contracted to provide pew4ed advocacy to patients in Woodlands, Wedgwood House and Foxhall H￿Se. Helping people v￿ce their concems and take control of their lives is core SUF tryjsiness. Hèalthy T(ythtr is ar￿th•r pmpct whKh ￿p$ peop* wilh sèverè mèntal ￿1r*S$. psychosis. bipolar disorder, and s¢hizophrenia in this case. voice their concems aThJ lake (¥ffitrd of their own lives. SUF devek)ped this projecl the NHS and received further pibt fun¢thng tn 2022123. The storie5 ol how private and public sector organisalions have given semce users the run around for slraightfoJw8rd requests, e.g. getting ihe snk fixed in rented accommodation. bookiro appointments for utilty seTwces. or booking GP appointm8nts. are shcKking. Healthy TO￿ther has made a real dtfference to peoples lives in enablirva people to get these sorts of problems fLxed. And then. relieved of burdensc¥ne everyday lrfe stresses. service users have been free to atter￿ their htamh ap￿intmertts and irr¢*rove th￿r lives in this way as well. 2022123. its high rate of infiati¢)n and c051 of I￿7r￿j ryises, ha5 been a bwd¢n on MH $oN¢¢ u$$rs their families. and on SUF slaff. SUF staff are conscious of the stress C￿ seNce u5eTS and Ihè need to be supporbve. The Tnjstee Board is ccffjsuous of our obligalion regarding the weltbeir@ of staff. and we have been able in 2022123 lo tncrease basic pay ￿¥01S and lo remunerate some additional wth. h is pkning to see in 2023 some sws of knger4emi funding aThJ indeed some small allowar￿S for infiatKJn. We also wish to recognis• in this report Ihg hard %bY)rk of our stsff t•am: th•rr cOt￿lbut1OnS to SUF members and seM¢e users and their ¢rynrThlment to our ¢harity. Our person centred A￿ocacY and Heatthy To9ether work réliès ènb.rèly M Ihè stsff team. led frorn the frffit by i1￿Mila￿lè Chièf èxècuti¥e. Wè also say a very big thank you to fvnders and c%)nors wilhcArt Wt￿ SUF would not be here. And fi￿lly, thank y to our excelknt volunteer Injstees who ￿lId the legal ￿pons1￿.11ty for SUF. ensuring that SUF carries out Its functions in the Inle￿tS of our benefiriaries, complies with our goveming docLment and the law. ensuring goc41 govemance and a¢countability. Wilh best wish9$. Guenever Pachenl, SUF Chair EO Suffolk User Forum Company Limited by Guarantee Trustees. annual report (incorporating the directors. report) Year ended 31 March 2023 Roftrr•n￿ Ind adm5nlstr•¢iw d•lalls Registered charSty name gjffolk User Fonwn Charity rnglstration numb•f 1133457 Company r•glstrnti•n numb•r 06946785 PrIn¢l￿1 offi¢e and regl$t•r•d 3 Grange 8u5ine5s Cent offi Kes9rave Ipswich IP5 2BY Th• trust••s The trustees vtho sewved duriNJ thè year and at date of apwoval were as follows.. G Pachent (Chair) M Bbwe R Nésbitt B Parrott M staff￿d-white J Stem 8 Tumer J E¥erett (Reswed 07108r2023) Suffolk User Forum Company Limit•d by Guarantee Trustees, annual report lincorporating tho directors. report) I￿n￿￿Ul￿) Year ended 31 March 2023 Chlel ￿l¢Ut1¥* offi￿r J Stevens S¢llcltors Clements Sc4utors 2nd Floor 20 Queen Streei Ipsw¢h IP1 1SS Bank•rn The Coyerati¥e Bank 11 Queen st￿et 1p$￿Ch IP1 1SW Ips*ich BLMkJing &Kiety Unit 22 Sailmakers SlwF¥ng Cenlre Ipswich IP13BB Natk)nwide BuildiNJ Society 48 Tavem Street Ipwh IP1 3DL Comp#fty $w¥tsry R N¥$brft Ind•pend¢nt ¢￿mIn•l L Thurston FCCA Lovewell Blake LLP Chariered accwntants First Fltsx Suite 2 HillsNle Busir*ss Park Bury St Edmund$ IP32 7EA Suffolk User Forum Company Limited by Guarantee Trustees. annual report (Incorporallng the directors. report) (willftu•d) Year ended 31 March 2023 Obj*ctives and a¢tivities Suffolk Usèr Forum, also rèfèrred to as SUF. V*ith either temi used throughoul these accounts. voices the ews of mental health service usets and tl*ir familylparent carers in thè East and West of Suffolk. SUF is an indgpendént, user le<1 mental health charty. also krn)wn as a Disab￿ Persons organisati￿ IDPOI. Everyone involved in the tharity has ￿¥¢d experience of rr*ntsl health as a Serv￿ user. family carer or worker. SUF delvers èngagemenl. in¥dwnent. COF*ryluetKffl. pÈÈr suFpNt arKJ inpatient mèntsl health advocaey Services. SUF gives mentsl health seNce user5 a powerful and unthe(I voice for their experiences of ¢a and support. prOTh￿￿ng iThlividuals' rights. cotions and for care arTrd $upport for both physical and mental health. The ¢harity works ￿th seNce wowders and coThwmissionws lo try to ensure that the voices of lived experience are cenlral to improwrKJ emotional wellbeing and ffenial heallh services in East ?nd West SL￿01k. This is a¢h￿Ved through Iht charitys engagemenl. peer support and advocacy rolès, whKh ongslde suppc¥ts'ng p8opl•. prioritis•s the gatherirKJ and recording ol people's experiences of semces. By connectrng areas of irxlwKlual feedback tcwJether. the charity draws together key themes an(1 emerging trends in mental hea#h expertence. These are regulaity retthed in Ihe SUF pvblicalion titled 'Makin9 Our Voic& Counv which 1$ prèsented to wovidets, cc¥nmissioners and to stralegic partn8rs. to a5S1St with decision making and to promote coproducb"on, so that providers ant1 commsssioners can understsnd and activdy respond to thè eurrent Itved èxpen.ence of people with emotional well￿Th3 and mental health needs. SUP5 mission is to be an inclusi¥e and Intsled mental heamh user4ed that walue5. pKryntstès. and $trengthen$ the user voice fcy positive c*aThJe. ir1dep￿d&1￿é. ri9hts. ¢Mieè. and control. SUF'$ vision is to continue to b6 the leading organisation in Suffolk. championing equal and valued partnerships belwèen ￿ntaI health seTrice usèr5. cxjmmissionèrs. and Pro￿ders. combining mutual strengths arHI experience lo improve services. achiwng p05ttive emtr"onJl and rrnntal he4th for all. Charftablg Obi•etive¥ SUF can help with people in Suffdk, Ncrfolk and Essex. We have five m•n charitablo objeclivtrs. al To promote pwiwship w0￿1r0 betr￿en service providers, i￿4￿￿n9 the NHS and Social Care, service users and familylparènt c¥ers. b) To pronyjte suiad• prevenlion M￿aliVe$. ¢1 To provKJ¢ advocw SONI￿$. peer Supp￿ and infomMtK)n to 8Mptr￿1 people to make their (ywn decisions. d} To prorTr)te beltef underslarmjing ol w*ntsl he81th arNJ e[T*)t￿a1 *￿Ib￿"￿4. el To pronN)te voluntewin9 aThJ SW)POrt. Publlc Ben*fft In Sha￿ng our objectives for the year and planning our aclivtrs. the tru51ees have Mnsidered the Charity Commission's guidance on PubJ*c Benefrt incI￿￿1n9. The Publ¢ Benefii Rsquirgtrmnt IPB1). Runnin9 a Charity IP821 and Reporting IPB31. Suffolk User Forum Company Limited by Guarantee Trustees, annual report (Incorporating the dSrectors' report) (¢¢tsfynue Year ended 31 March 2023 A¢hiÈvÈm¢nts •nd p•rfom •¢hi$v¢m¢nts •nd ￿rtL¥manCe are desuibed fwlher in the lrywt ReF(¥t aG¢ompanyng th•sè finantsal ststement$. Flnan¢lal r•viow The charity's Ir￿0￿ in 2022r23 was £3Th).746 (2021122: £173,768) of wh￿h t176.96212021122: £66,[￿8) related to project restricled actiwties. The charitys expenditu￿ in 2022123 was £177.646 (2021122". £168,420) ol which £135,24612021122.' £64.354} relate(I to project rèstrietèd aCti￿ties. The net surplus of £123.1thJ {2021r22'. £5.3481 has conb'nued to contritrtrte to the tharity's genèral reserves. Prlnclpal fundlng $ourus The charitys core incorne is receive(l untsr a fvnding agreement vrith Suffolk County Cwncil and the Ipswich & East Suflolk Clinical Conwnlss￿iTh3 ICCGI and West Sulfolk CCG vk1 a tri-part fund called the Mental Heatth Pooled Fund. This fundir¥J agree1T￿ ts ov¢tse&n by SLrffolk County Couwl. The Mental Health Poded Fund is due to end by 31st March 2024. SUF'$ cor8 funding for 2022r23 was confimied for one yeaf. At the end of this repxylirwJ period a fvrlher yearfs core furTrding via has b￿n agrè8d for 2023r24. As the reportbng year 2022123 commnces, SUF is ￿eaSed to report that we are part of ¥ new adv partnership made up of POhWER. Ace Anglia. Suflolk Farrity Carers and Suffolk User FrAum. Thi$ now partnership is ¢ommissioned to deliver advocacy semces to people in Suffolk for the next three years. wrth the opportunity for a lurther fv40 years lunding. As a paFtrership. we will be working together as a unif and strorger voice. wlh greater influence to makg an even bwèr difference to people's lives. Trustees are pleased the charity will be atrAe to ¢(￿￿nue k> de14¥er ￿er IMI inpali8nt m8nlal heath a￿vc￿cY for a further three years (commencing 1st Awil 2022). We are woud to re￿￿ that folkvwing the %Jcce5s of our Heathy Toy•thw ￿"knt proi•et further funding has been awarded for 2022123. The project this year is expanded lo offer wrwrt to people who receive their Severe Mental Illness (SMI} Annual Health C1￿kS by primary practitimers. Thè proiecl delivers peer support and personalised care planning. providing emotional and wacbcal ￿1p for PWFlè bving with SMI. to hdp access t￿1r physical health enb"derwits and achieve wellbeir¥J goals. Inv•stm•nt pollcy and p•rfornwic• The charity's policy 15 to invest any surplu5 funds in saviry ￿￿nts, up to a maximum of the guarantee(I £85.000 in any one account. The charity has a Business D¢FrfJsit Ac¢ount wrfh the Ipswich Building Society and with Ihe Natsonwde Buik*ng Society. Suffolk User Forum Company Limited by Guarantee Truslees. annual report (in¢orporatlng the dlrectors. report) Year ended 31 March 2023 ReseNes polley The Twstees remain cnmmitted to Provid¥￿ Ihe maxirrnjm possiue lèvels. The Trustsès have continued to retain SUF reser¥es during tIMs firtancial year to provide the chanty with reserves equal lo at least six months, operating cosls. It is our rewsèd policy to maintain eLffrÈftt gÈneral reseryes ewivalent to six months projected operating expendrture, plu5 redundan¢y and statutory rth.ce ¢osts of £39.lJ)O and £12,￿)0 to replace IT equipment. This equat9$ 10 £199,882 12021122.. £191.8811. Reserves on unrestr￿ed funds at 31 M*ch 2023 are £239,241 12021122.. £157.9541. The Tnjslee board ￿11 revièw restrvès policy during Ihe forthcoming year. aimry to expend the $lMJht excess the year #s and whort approwbate. FInar￿la1 reserves are SUPS sawngs, helwng to slrengthen the charity and its sustainability. Thèy hèlp SUF to pay for actiwib.ès that donors *ill not fund or handle unplanned events. They also prowde additional op&rating furnjs QV8r and atN)vè th& core fvn¢Jing prov*Jed by the IAental Heahh Pcded Fund. Gènèral resem$ must bè buim up fmm unrtstrictsd irtome.. any s￿￿U$ on a restricted project is tied to the sam¢ rg$trith"ons a5 ts Original w0j￿1 and may rb)t bs trartsfefred to uNestricied funds wrthout the donorfs onsgnt. Suffolk User Forum Company Limited by Guarantee Trnstees. annual report (incorporating the directors. r•port) f¢oRdnu•d) Year ended 31 March 2023 Plans for future perlodg Trustees are commthd to further developing servw user leadwship. irhvoP4ThnL per￿￿411$allOft. ond Coproducti￿ working logether with ¢yJr local stalulory partners, Suflolk County Council and NHS, supporting the devefoping Integrated Care System {ICSI, and prorrKJlng the mental heallh service user wice. We aim to ¢ontinue ￿ grow our fnental heallh user netwc*k 10 by to ensure thè vo￿8 of livèd experience infsyTlls and shapes new and existiryJ menlal health semces. plaryry Voice of lived expgnence at Ihe heart of suicide prevention. service irrpr￿rnent and develownent. Our key prKKibes for tho next pwic¥l indude". 1. Fund#YJ- Twuslees. lop pl￿ty 15 to secure sustainable. Iweryn fundiry Ilor thrte y08ws+I to ènsurè orwAng 8eNce delivery and support to tenerK1ar￿, through specifK propct work. alongside promoting the voices of individual peO￿e livirvj wth mental ill tr￿lIh. and the shared interests ol ￿￿tal health seNice users cd1atorat1ve￿. As the repo￿"n9 year clos￿. tht board af tmst•ès arn plèased to report that our CO￿ fU￿JIng has been ConfinY￿ fty a fvrther year (2023r241. If SUF could 8ecure appfopriate levels of core fvndiThJ for a nynimum of three yeaws. the dwrty would be sustainable. This remains a key priority. and it *￿Id enab￿ SUF lo recruit lo Its community engagement aThJ involvement posts which haw b8en vacant sinc• February 2022. The charity 1$ strengthened ha¥iNJ se¢urfjd l¢xKJ temi furxling fLY peer led •Jvocacy services. fund8d for a minimum of Ihree years {w to 31st Marth 2025}. with the opr•Jtunty for an additional ts¥o years until 31st Marth 2027. In February 2023 SUF submitted a tender bid for the deliw of Ixjtreach peer suppirt to potsp￿ Ivin9 Wth severe mental illness ISMI}, whKh has been piloted over the last 18 ff*)nths thro￿h the He8Mhy Tcsether Pfoiect. A successful bid will secure foi Heallhy Togelher Peer Supwl for a further three years up lo 31st March 2026. 2. Partnership WKI voice- To continue lo strenglI￿n our local parlnerships, SUFwrfirs ts County cour￿ and th¢ newfy fom&d Integrated Care Syslern I￿S> lo discharge Iheir slalulory reSp￿ibIlitieS for mentsl hèawh sèrvice u$er invdvement.. coproduction, information. assistance, and advocacy in relation lo adult mental heahh Service users. This includes supporting the new ICS Mental Health ColLabofative Board to ensure Ihat the voice of li￿d eX￿n0￿Ce is a 9olden thread thr(xwJh ¢011￿¢￿￿"￿ and its subgroups. Making Our Voio Count.. continuing to raise people's ¥oi(¢$ and liv¢d trxperi¢n¢e to try to ensure that nlal health servic*s, oryanisations and policies are and shaped by the peoF4e bÈ$t placed lo kn¢)w what worts. To use the Mttsl Rècyelin9 grnnt earritd foNArd into 2023124 {frtsn 2022123110 invesl in the apwintment of a SUF Community and Invofvernent worker ts reach F*ople in our communitses to listen to and hear the user voice. Suffolk User Forum Company Limited by Guarantee Truslees. annual report (incorporating the directors. report) (¢•n Year ended 31 Ma￿h 2023 To ¢￿tinUe aclivety IworThJting service user pr￿ areas rnental health improvemgnL Thèse in¢lud•= - Raising and promoting LISTEN 8$ a urw¢rsal rTK)Oel lor p¢Ix￿allsed care. $uicid• prevention and coproduction. . ChaMixonw￿ improved discharge planning for peopk transitvmiry frcKn secorKlary rn￿￿1 hèalth $eMc¢$ to primary car• support. 3. Project (l$livery- To continue to hok) let￿er wod (xjtccw ft¥ pwe al a tim of menlal ￿lIh Crisis Ihrough our peer led advirAcy seTrice. working as a parlner V&rytrMn the Suffo* Advw SsThic•. Assuming our bid for th& delivery of ou1r&￿h peer support is SLKcessfvl. ￿ will continue to dgvèlop th¢ SUF Healthy Tc¥Jether Project, growiThJ new partnerships within wmary care. promobrrfJ Ihe heallhcarè rights and goals of peop￿ IMAg wth s•vÈre mentsl illnoss ISMII. wlwch includes the followirvJ diagnostrs: S¢hizophreni8. Biwlar Dixxder. and Psy¢Msi8. 4. Pecwe in our commurmties To work across all comm￿l￿e$ and protectèd characteri5ti¢5 regarding gr￿p5 wh•r• thern is evidence of under-representslw andlu greater discjimination. To dèvèlop wr skills and capacty to siwrl user leadwship and Vol￿¢eer role5 Wthin our harity. Supporting people to gain skills and sew-confidènce as actNe citizens. tsjilding capacity to increase our supp￿1 to kwplè li*ThJ mnlal distress health ne8ds. Suffolk User Forum Company Limited by Guarantee Trustees. annual report (Incon)orallng the dlrectors. report) (C*￿11￿￿¢ Year ended 31 March 2023 Suffi4k User Forum is a charitsL4e company limited by guarantee. irK¥xpornted on Ihe 29th June 2009 and gistered as a charity Ire9iStered number 11334571 on the 5th Jarxwy 2010. The ¢ompany wa$ estsblished under a n*mcmdurn of as$0(￿8t￿ ￿1¢h sets the otyects and powe of Ihe charitsble company and is governed under its articles of assLXiat1￿. The liability of tY*mbers is 1¥14ted. Tn*te¢ Bo•rd The direclors of SLrffolk Uw ForLWm are known as trLKslees for the wrposes ol charity law and under the companV$ Arti¢les of Asso¢iation a￿ kn¢Mn as n*mb¢rs of Trustee Board. Recwibmenl to Suffolk User FoTum'5 Truslee Board seeks lo ensu￿ that the ￿ganISat￿n.5 desire to Temain seNrx us?r-le(l is approprialely reflected thr￿gh the diversty of the Trustse bc*ty. Cunently 88% of the SUF Trustee Board have used or ujrrentty use mental heahh seNces as a service user or family carer. The chanty is dV￿ribed as a Disabled Persons Organisation {DPOI as over 75% of ils trustees and 100Yo of its staff have INed experience of mentsl ill heallh. The charity works wthin the ethos of th• social mod81 of di$abilty. R•crulim•nt and appolntment of Trust•• Bowd Business and pU￿1C sector. ￿ntaI heamh and socjal care, and fa￿lY carer and service u5eT skills remain well represented on the Trvsiee Board. Trustees also have skilLs in law and in community and voluntary seNices development. RecnJitrm8nt has b88n supported by robust policy aThJ procedures. SUF advertises vacancies for new trustees IhmLwJh the SUF website and wal rr*dia. Reach VdurteeriTrJ. Suffdk Volunteering and through its wider nets￿rkS and parlnèrships. Th& frust¢e Board &li¥*ly 6n¢ourages appl¢81￿$ Feople of all backgrounds. rticularfy welctyning appli￿110n8 from elhnic minrity etynmunilies and women. as Ihey are ¢urrenlly underrepresented on the Trustee Boaril. Potential trustees are inwted to meet SUF tnjstees and the thief exeujbve lo familiarise themselves wth the charity and the context within ￿1¢h it operat8s. All applicants are asked to ap￿Y (using the SUF applicatie￿ fmnl to Ihe Twust*¢ Board. Applieations arè shoTUistèd by ChaÉr of Trustses in partntrship with at least ¢)￿ othèr Trustee. establishing a recruilrnent team 5UPPOrted by the Cornpany Secrelary. An inlerview is ¢on¢u¢t¢d by this njilrrent leam vthich writes an InteNew ReF#yi. This rem ￿ submitted at the earliest toard mggting fgr board discussion a deayon made regarding suitabilty for appointment. TnJstee5 are at430inted by Ihe Trustee Board initially until the next annual members. meeting when the appoinlmenl is put to a vole. Trusiees normally serve a tem) of three years bel￿t re4wntmenl at the next annua rr￿. rn8etirvJ. Trustee Induction and TrniThlng All new TNstee5 receive w¥em￿ce and business &XiM￿latIon ￿leVant to Iheir rrje, I￿A￿dion, and Iraining. -10- Suffolk User Forum Company Limited by Guarantee Trustees. annual report (incorporating the directors. report) (¢onkn•dJ Year ended 31 March 2023 New trustees are provided with essèntial dttuments to SUPF#Yt them in the￿ role. These inthde: 1. The obligatiorts of the Tfttstee Board merrt)ers inchjdiry Ihe Dedaralion of Irrterests. Codè of Condud and Agreement. trusttts, roles. and a sell-reported skills audit. to inform the t*)arrf5 overall skills ￿￿Irt. which is Tegulady reviewed by bo3￿ ￿ ènsuf8 a balance of knovAedge and skills across the Truste¥ Board. and lo inform the board's annual trainrr¥J plan for tru$te85. 2. Th¢ maln ¢Jo¢ument$ whi¢h set c*Jt the op8ralional framework ft>r Ihe charity include the M&morandum and Arts"¢les of Asswatirjn of SuN(Ak User For￿￿. 3. A copy of all partnership and fu￿11￿ agreements, i1*￿dir￿j those with Suffolk County Council, the NHS CCGS fLK Healihy Together and the Suffolk Advocacy Service partner P￿WER. 4. Copies 0f￿ntr•￿ ￿¥W mètliw. 5. Resourcing arnj Ihe current fina￿14 ptssthon as sèt out in ltrh• lat•st published accounts. 6. charivs airrs and objectives. 7. Th& ¢LWt bu$in$$$lop8rational pgan. 8. The CL¥rent struclure ol ihe ¢)rg•n1s*￿ft in¢luding $taff. 9. The current project plans aThJ reports. 10. The lalesl SUF publication Ind￿Jing the regLlar ser¥ice user fe&*Jack rep￿ts tiled 'Makirg Our Voi¢e Counr. 11. This documentation Is supported by a Trystee Indu¢tsn programme which prothdes forums for wider discussion regarding the govemiThJ documents. explanation of aims and obJ"8clNès and of the charity's business and acti￿ ￿an. including Strateg￿ plans. Al new iwstees we encourngtrd to conwlgte on4ine training providèd in Suffok by Communrty Action Suffolk as part of Iheir induction, lo ensura Ih•y understand their trustÈè rob ar￿ responsibilthes. The SUF new trustee induction wogramrr* indudes recei￿￿￿ infomwttm at￿ll￿ key SUF policie5 and proc8dures whieh indude". 1. The SUF Information Govèmance framework which underpins Trjr registration NHS thgttal, in¢1￿11n9 confidentiality, data. and cyber sÈcurity. data protection. and SUF Privacy Statement. 2. Equality Oiversity. 3. Safèguarding Children and VulneratAe AduNs. 4. Health and Safety includin9. lone wtyking. near rndss policy aN1 risk management. 5. Comm¢nts. Com￿1rr*Ats. and COM￿alnts. 6. Social Value Strategy. 7. Envi(r￿me￿OI Stratsgy. 8. The SUF Staff and Vo￿nteer HaThJbook. 11 Suffolk User Forum Company Limited by Guarantee Trustees. annual report (Incorporatlng the dlrectors. report) . Year ended 31 March 2023 Rlsk ass•ssm•nt The Tmstees have assessed the ffAjor risks to *thich the charity is exposed and holds a R￿k Register that is rewewed at least four ts'ff*s a year at board meeb.ngs to eThsu￿ that the ￿ard is satisfied that systems are in I￿a¢a to mjlwatè 8xposure to the Mai￿ risks. Risk assèssm•nt and miti"gab"ons infcM the Charivs Business cr￿tin￿ty Plan. r<>bustno$$ of whith bs t¥sted throLuh regular bu$irws$ ¢ontinuity exercises. Ind•p•nd8nt •xamln•r r•appolntm• A resO￿tiOn to appjint L T￿rn10n FCCA of Lo￿¥￿1 Blake LLP as indeFendent examiner be Proposed al th8 next AGM. Small Company pro¥lslons This report has been prepared taking altranlage of ts small companie5. exemptKin of Secti￿ 415A of tho Companies Act 2(￿￿. Thè truste¥$' •Mu•I r•port Was ¥Fvroved Im ......... tnjstees by.. Kl b•h•ff ol th• of G Pachent (Chairl -12- Suffolk User Forum Company Llmited by Guaranlee Independenfexamlnerfs report to the trustees of Sufft•lk User Forum Y•ar •nd•d 31 March 2023 I report to the ¢h#rity trustees on my exarr4naticffl of the finanrjal statements d the co)Yyany for the year ended 31 March 2023 whi¢h ¢ompris• thè statement of fThnaal a￿l￿tieS (including intomè and exp•ndiiure accounll. balar￿￿ sheet and Ihe related notes. R•sponslbllltl•s and basls of r•port As the charitys trustees of the company land also Its directors for PLJfF*)ses of company law} you are responsible for the preparation of the fi￿n￿¥1 $tat*mènts in accordance with the requirements of th* Companies Act 20061.the 2￿6 Adl. Hawng Satisfi•d mys•lf thal the finanaal statements of the company are not rtquirèd to bè audited under Part 16 of thtr 20C6 A¢t and are eligi￿e for iThJependent exanMnation. I report in respect of my èxaminatson of your compan￿$ financial ststéments as carried ojt under section 145 of Ihe Charilies kl 2011 1'th8 2011 Act'l. In carryirvj out my exaMInatK￿ I have fdloM*d th8 Diredions given by the Charity Commission under section 14515llbl of the 2011 Acl. Ind•p•nd•nl •xamln•rfs stat•m•nt Since the thariV5 gross inctyne exc8ed8d £250,Crf)O examiner musl be a of a listed in ti¢n 145 (rf thè 2011 kn I confim) that l am qualified to undertake the examinalion b8¢ause l am a member of the Assoclation of Chartered Cttthed Accounlants. which is one of thè listed bodies. I have compseled my examThbon. I confirm thai no rrottefs have come to my attenth)n in connection with the examination giwng me cause to bdieve that in any nk4terial reskw¢L accounting recixds were not kept in ￿pect of the corrpany as wuired by $￿tion 386 of the Ihe fin￿GIal statements do not accord wrth ItrKise records: or Ihe financial statements do nol compty wilh the ac(thnting requirements of sectwjn 396 of the 2006 Act other than any requifement that Ihe accovnts 91￿ a 'true and fairf vi&w which is not a mattgr consid•rnd as pafl of an indepernjent examinal￿n.. or Ihe financial ststemonts have not been prepared in XC(￿￿nce wilh the methods and principles of the Staterrenl of RecOm￿￿nded Practts lor accujnting and reporbng by charities appli¢able to thanties preparing their accwnts in accordance wrth the Finanaal Reporting Standard applicable in the UK and Republic rA Ir¢l•nd IFRS 102). I have no ¢On¢eff￿ and have come across no olher rnalters in Connectic￿ with the examination to which attention should b& drawn in ￿P)rt in order to enable a proper understanding of the ac¢ounts to be reached. L Thurslon FCCA IndeperKJenl Examiner Lovewell Blake LLP Ch8rtered accountants Fir51 Fk￿r Suite 2 Hillside Business Parfi Bury St Edmunds IP32 7& 13- Suffolk User Forum Company Limited by Guarantee Statement of flnancial actlvltles (including Income and expenditure account) Year ended 31 March 2023 2023 Restricted ds T*)tal funds 2022 vr￿strIcte(l lunds Total fuTrJs Ine•mè and endowmer Donattons and legacies Investment Oiher income 122.749 176.962 299.711 1.035 162.662 228 10.878 Total ifi¢om• 123,784 176.962 300.746 173.768 Exp•ndiiure Charitable actswb'es 42.400 135.246 177.646 168.420 Total •xp•ndltur• 42.400 135.246 177,846 168.420 N•t In¢¢)m* b•fw tr•nsf•¢ offvnd$ 81.384 41.716 123.100 5,348 Transfers beiween f￿dS {9n 97 N•t mov•m•nt In fvnds 81,287 41.813 123,1 5.348 R•¢on¢lllatlon of fvnds Total funds brought forwar Total lunds e•rri•d forward 157.954 7.150 165.104 159,756 239.241 288.204 165.104 The statem•nt of financial a¢tiw"ties ir*lud•s all gains and loss•s r•cognised in Ihe year. All income and expendrture delive fnjm conlinuing acti￿thes. The notes on pag•s 16 10 24 forni part of these fin•ncial statemen .14- Suffolk User Forum Company Limited by Guarantee Balance sheet 31 March 2023 2023 2022 Flx•d ￿Sets Tangible fixed assets 11 5.292 2,148 Current assets Debtors Cash at bank aThJ in haThJ 12 15.347 277.922 8,450 320.120 293.269 328,570 Cr•dltors: Amounts falllng du• within on• y•ar 13 {10.3571 (165.614) Net current assets 282.912 162.956 Total ass•ts less eurrnnt Ilabllhl•* 288.204 165.104 Iltt assets 288.204 165.104 Funds ofthè ehaiity Restricted lunds Unrestricted fvnds 48,963 239.241 7,150 157,954 Total charlty funds 16 288.204 165,104 For the year ending 31 March 2023 the charity was entil￿d to exeTf¥stion fmm audit under se¢tion 477 01 the C￿￿panIeS Acl 2(x)6 relating to small compaThes. Dtrectors. tssponsibilities.. Th8 mernbers have not reqvirwj the company lo rJAain an a￿11 of ts fin￿141 $tatèm8nts for th• year in Ql￿stion in accordance wth sactKm 476.. The directors ¥knsJwkdgè their resFMJnsibilib"és for compfying vrith the r￿UIre￿*nts of the Act with respect to accounting recoTds and the PreParat￿n of financial statements. Thèsè financial statements have ￿pared in accordance wilh Ihe pro*isic*B applicable to CCffj)an￿s subjèct to the small companies. wime. Thes ncial $tsteménts wern approved by board of trustees auihorised for issue on and are $19ned on tehawof the boèrd by: G Pachenl Ichairl Coffpany rogislration number. 06946785 Th• n•tss ¢)n pw 16 10 24 form ￿ ofthw flnan¢i•l siat•m•nts. 1s- Suffolk User Forum Company Limited by Guarantee Notes to the financial slatements Year ended 31 March 2023 Gtn•ral infonnwlion ¢h¥iiy is a Wb1￿ bonofrt a wi¥ats c