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2021-03-31-accounts

Annual Report & Financial Statements

2020 - 2021

Stafordshire Moorlands

For parents when they need us most

Registered Charity No: 1135201 A Company Limited by Guarantee Company No: 7167797 Patron: Jenni Murray

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Home-Start Staffordshire Moorlands Annual Report 2020 -2021

Contents Page

Contents Page
Reference and Administration 1
Management Committee 2020 – 2021 1
Independent Examiner 1
Bankers 1
Staff 2020 – 2021 1
Structure, Governance and Management 2 - 3
Governing Document 2
Organisational Structure and Networks 2
Risk Management Statement 2
How Trustees are recruited and appointed 3
Induction and training 3
Objectives and Activities 4 – 6
The Objects of the Charity 4
Our Mission 4
Core Belief 4
Aims 5
Our Services 5
The Local Picture 6
Activities 7 – 9
Why Home-Start is needed 7 – 8
Impact of Covid Pandemic 9
Achievements and Performance 10 – 16
Projects and Outcomes – Tier 2 Family Support 10 – 11
Projects and Outcomes – Bookstart and Signposting Visits 11
Projects and Outcomes – BBC Children in Need 11
Projects and Outcomes – Core Funding 12
Volunteer Home-Visiting across all projects 12
Satisfaction Scores – Core Funding 12
Signposting 13
Family Comments 14 – 15
Volunteers 16
Financial Review & Accounts 17 – 27
Principle Funding Sources 17
Reserves Policy 17
Plans for Future Periods 18
Responsibilities of the Management Committee 18
12 month accounts 01/04/2020 – 31/03/2021: 19 – 25
Independent Examiner’s Report 19
Statement of Financial Activities 20
Statement of Cash Flows 21
Balance Sheet 22
Notes to the Accounts 23
Notes to the Accounts – Analysis of Income and Expenditure 24
Accounting Disclosures: Pensions Trust – The Growth Plan 25 – 27
A special thank you to our volunteers 28
Thank you to our funders / for donations / for help, advice & support 29

Home-Start Staffordshire Moorlands Annual Report 2020-2021

Reference and Administration

Home-Start Staffordshire Moorlands Tel/Fax: 01538 387231 School Yard, Earl Street Email: Info@homestartsm.org.uk Leek Website: www.homestartsm.org.uk Staffordshire ST13 6JT Registered Charity No.: 1135201

Management Committee 2020/2021 – Trustees

Glennys White Chair (resigned 11/01/2021) Sue Kent Vice Chair & Chair (Chair from 11/01/2021) John Fitchett Vice Chair (joined 14/07/2020) Barry Machin Treasurer (resigned 14/07/2020) Kate Allen Trustee (joined 06/10/2020) Sue Towers Health Visitor – Leek (resigned 09/03/2021) Marion Aston Trustee Gareth Edwards Trustee (joined 30/11/2020) Julie Bennett Trustee (joined 09/03/2021) Alan Thorpe Volunteer Representative Paula Tyers Volunteer Representative

There are no exemptions from disclosure.

Independent Examiner

Chris Aston FCA (ICAEW), 47 Folly Lane, Cheddleton, Leek, Staffordshire, ST13 7DA

Bankers

The Cooperative Bank, PO Box 250, Delf House, Southway, Skelmersdale, WN8 6WT Leek United Building Society, 51 Derby Street, Leek, Staffordshire, ST13 6HU Virgin Money PLC, Jubilee House, Gosforth, Newcastle-upon-Tyne, NE3 4PL

Staff 2020/2021

Louise Walker Senior Organiser (Company Secretary) Hilary Evans Organiser (resigned 28/02/2021) Poppy Mellor Volunteer Coordinator (formerly FSW) Kate Render Volunteer Coordinator (joined 10/09/2020) Gemma Bailey Family Support Worker (resigned 31/12/2021 Gemma Jones Family Support Worker (joined 01/02/2021) Kerri Marsh Family Support Worker Beth Rudge Family Support Worker (joined 11/01/2021) Lucy Warrilow Family Support Worker (joined 30/11/2020) Jackie Johnson Family Support Worker (Proactive Visits) Debby Pepper Family Support Worker (Bookstart/FSW) Hilary Yates Family Support Worker (Bookstart) Rachel Richardson Financial Administrator Tracey Johnson Administrator

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

37 hours 22 hours 16 to 30 hours 30 hours 12 to 2 hours 30 hours 15 to 7 hours 20 hours 30 hours 12 hours 6 hours 3 hours 10 to 16 to 21 hours 28 to 32 hours

Page 1

Home-Start Staffordshire Moorlands Annual Report 2020-2021

Structure, Governance and Management

Governing Document

Home-Start Staffordshire Moorlands is a Company Limited by Guarantee. It was incorporated on 24[th] February 2010 and registered as a charity on 25[th] March 2010. The company took over the activities of the unincorporated charity (Home-Start Staffordshire Moorlands - 1063873) on 1[st] January 2011, when all funds and assets were transferred to the new company. The previous charity then ceased operations and was formally dissolved on 30 March 2011. The charity is governed by Memorandum and Articles of Association adopted on 24[th] February 2010. The charity is a Public Benefit Entity.

Organisational Structure and Networks

The trustees of the charity are also directors of the company, as defined in the Companies Act 2006. The scheme has a Trustee board of at least 5, and not more than 12, individuals. At the close of March 2021, board membership was made up of 8 individuals. The trustees meet regularly (not less than 3 times yearly, but generally on a 6-weekly basis). The trustees may appoint sub-committees which report regularly to the board. The Company Secretary (Senior Organiser) also sits on the Board but has no voting rights.

A scheme of delegation is in place and day-to-day responsibility for the provision of services rests with the Senior Organiser, who is responsible for ensuring that the charity delivers the services specified and that key performance indicators are met. The Senior Organiser has responsibility for the day-to-day operational management of the scheme, ensuring that regular staff and volunteer supervision takes place and for ensuring that skills and working practice are developed in line with good practice. Day-to-day financial bookkeeping, record-keeping and reporting is delegated to the Financial Administrator, in accordance with financial procedures agreed by the board.

Risk Management Statement

The Trustees consider risk management on an on-going basis and systems are in place to identify and mitigate the major risks to which the charity may be exposed. Regular management meetings and reporting mechanisms mean that risks are minimised and considered regularly.

Contingency/managing risk information is shared with Trustees at the board meeting on an annual basis at minimum. Principle risks faced currently relate to the covid pandemic, adequacy of future fundraising/income levels and the recruitment of sufficient volunteers across the district. The scheme is actively involved in discussions around future statutory funding and has good links with agencies countywide. There is an active Strategic Planning Subgroup which looks at the future viability of the scheme. The scheme actively promotes volunteering opportunities and has maintained the numbers of volunteers coming forward. Internal control risks are minimised by the implementation of strict, documented financial procedures relating to all transactions. Procedures are in place to ensure compliance with health and safety of staff, volunteers, families supported and visitors to the scheme. All policies and procedures are reviewed regularly by the board to ensure that they continue to meet the needs of the charity and are compliant with current guidance and legislation.

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

How Trustees are recruited and appointed

One third of the trustees must retire at each AGM, those longest in office retiring first (and the choice between any of equal service being made by drawing lots). Retiring Trustees may be re-elected at the same AGM. If there is a vacancy, the Board of Trustees can appoint a trustee to be co-opted onto the Board until the next AGM. Trustees appoint the chairperson, treasurer and other officers from among their number.

The trustee board seeks to ensure that the committee maintains a mix of skills and experience and current membership contains a high level of skills, covering most necessary areas, and the board has been actively seeking new members to increase both skills and future proof. Members complete a skills audit and, in the event of particular skills being lost due to resignation, individuals are approached, or advertising takes place to recruit new members. The charity retains several trustees with experience of early years’ work and includes health visitor representation. In addition, Trustees have more traditional business / IT skills and knowledge of the voluntary sector. The trustee board seeks to maintain at least one volunteer and one ex-family representative on the committee as advisors or trustees, if possible.

Induction and Training

New trustees are given an induction pack, which includes all relevant information on the scheme and their role, including the memorandum and articles of association, policies, past committee papers, history of the scheme, budgets and financial information. The new trustee spends time with the Senior Organiser and the Chair / Vice-Chair of the scheme, familiarising themselves with the pack and explanations are given of any areas that are unclear. New trustees are also able to access the volunteers’ course of preparation, the Home-Start UK intranet and training through Home-Start UK.

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

Page 3

Home-Start Staffordshire Moorlands Annual Report 2020-2021

Objectives and Activities

The Objects of the Charity

The objects of the charity as set out in the company’s Memorandum of Association are:

What we do:

Why we do it:

How we do it:

Mission

Home-Start Staffordshire Moorlands is a charity that offers support, friendship and practical help to parents with children in the Staffordshire Moorlands’ District.

We support families experiencing difficulties with regular home-visiting support from a trained, vetted volunteer or family support worker able to provide informal, friendly and confidential support.

To help give children and young people the best possible start in life, Home-Start supports parents as they grow in confidence, strengthen their relationships with the children and widen their links with the local community.

Core Belief

Home-Start believes that children need a happy and secure childhood and that parents play the key role in giving their children a good start in life and helping them achieve their full potential.

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Aims

Each Home-Start scheme is an independent, voluntary organisation which works towards the increased confidence and independence of the family by:

Our services

Home-Start can provide a range of home and community-based services for families, tailored to their individual needs and circumstances:

Home-Start can:

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

Page 5

Home-Start Staffordshire Moorlands Annual Report 2020-2021

The Local Picture

Home-Start Staffordshire Moorlands was established in June 1998 and has just completed its 22[nd] year of operation. The scheme supports families with children and young people living within the district of the Staffordshire Moorlands who may be experiencing difficulties or stress.

Families are supported by home-visiting Volunteers and Family Support Workers and support is not time-limited. In addition, the organisation has a contract with the Local Authority to provide ‘Bookstart Corner’ visits and ‘Proactive’ signposting visits to families living in defined areas of deprivation.

Referrals for our home-visiting service are accepted from any source, with the consent/permission of the families, but mainly from health visitors, schools, and self-referrals. The range of referrals or selfreferrals accepted is not limited, except where the resources available to Home-Start are not adequate to meet the number or complexity of cases.

Volunteers are normally parents themselves and attend an initial course of preparation, in addition to references and Disclosure & Barring Service checks being undertaken. Volunteers receive on-going training, support and regular supervision from the Volunteer Coordinators.

The service is confidential to the families, except where there are concerns for the protection of a child, where information is shared with the appropriate authority.

The scheme’s main objectives for the year 2020-2021 were: to support 90 families across the district; to maintain sufficient levels of volunteers and staff to enable these families to be supported and; to deliver Bookstart Corner and Proactive visits in line with the Local Authority Family Support contract (these objectives were set before the covid pandemic happened).

----- Start of picture text -----
New Mills 1
Sutton 1
Geography
of families visited Congleton
and volunteers 2020-2021: 2 Dane
3 Manifold
16 Horton
families supported (105) Biddulph 36 1
3 2 Leek
Crewe 7
home-visiting volunteers 1 4
Brown Edge & Endon,
& trustees (35) Bagnall & Stanley Ipstones
4
4 2 Hamps Valley
Cheddleton
3
Stoke-on-Trent 1
Werrington
1 7 Churnet
Caverswall
Stanton
4 26 1
Alton
Cheadle
Forsbrook 1
1
6
Checkley
2
Uttoxeter
Page 6 Reg Charity No: 1135201
A Company Limited by Guarantee - Company No: 7167797
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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Activities

Why Home-Start is needed:

A child’s parents are their first care givers and their first and most important teacher. There is now an overwhelming body of evidence that a nurturing, loving and stable family and home environment strongly influences a child’s future life chances. Having a secure, loving bond with a parent and their encouragement and support to develop good social, emotional and cognitive skills gives children a secure base from which to explore, learn, relate to others, and flourish.

But being a parent isn’t easy. Children whose parents are struggling to cope with problems such as illness, disability and special educational needs, poor mental health, poverty, homelessness and domestic violence, are coping with stressful situations. In these conditions, providing support to parents can ensure that children don’t miss out on the love, routine and support that is so vital for their future.

Families are referred to Home-Start by a range of professionals and agencies, but families also self-refer for support:

----- Start of picture text -----
Sources of referrals for all
families supported
during 2020-2021
(105 families in total)
Reg Charity No: 1135201 Page 7
A Company Limited by Guarantee - Company No: 7167797
Children’s Centre Early Learning Childcare Education Health Visitor Housing Assessment Team Internal Home-Start Mental Health Services Midwifery Services Other Community Organisation / Charity Other Health Other Referral Sources Self-Referral Social Worker Speech & Language Therapist
----- End of picture text -----

Home-Start Staffordshire Moorlands Annual Report 2020-2021

At referral families were experiencing a range of difficulties:

The highest needs continued to be around mental health difficulties, managing children’s behaviour, child development and education and access to services. As previously the percentage of families affected by domestic violence remains high.

Reg Charity No: 1135201

Page 8

A Company Limited by Guarantee - Company No: 7167797

Home-Start Staffordshire Moorlands Annual Report 2020-2021

Impact of Covid Pandemic

In March 2020 our services were adapted as a result of the Covid 19 pandemic and resulting lockdown required by government. Support moved to virtual/telephone support with drop-offs of essential food, medicines and clothes. Home-visiting ceased, other than drop-off visits and all volunteer work with families moved to telephone support. Over the course of the year we adapted services in response to the changing government guidelines and local infection rates.

Thanks to the Denise Coates Foundation we were able to swiftly purchase IT and systems to enable staff to work remotely and funders such as The Henry Smith Charity and BBC Children in Need were helpful in allowing us to fund the purchase of plastic screens in the office, mobile phones for volunteers and other items to enable us to pivot our ways of working and ensure everyone stayed safe.

The pandemic had a huge impact on families, particularly those with adults/children with underlying health conditions meaning they were shielding and extremely isolated, but also affected children’s anxiety and behaviour as they had to deal with limits to contact with extended family, closures of school, remote learning, parents working from home and many other issues. Parents had to manage all the above plus financial worries about job insecurity, home working and furloughing together with managing if they or family members were ill with Covid. Home-Start was able to respond providing a listening ear, practical help, help to resolve problems and signposting where needed.

The pandemic also affected the staff team who worked so hard through the year to support families whilst facing difficult situations themselves, juggling home schooling, remote working, sickness within the wider and immediate family and the loss of the many day-to-day things that keep us happy and sane. They rose to the challenge and have shown imagination, creativity and empathy in their work. Funding was acquired from Pears/DCMS to provide additional training for staff to support them in their increasingly complex roles. Thanks go to all our many partners in the community and statutory sectors for their encouragement, help and services through the pandemic.

The trustee board also faced challenges, moving to remote meetings for the course of the year. The board recruited new members and it wasn’t until summer 2021 that some of these board members met the staff face-to-face rather than through a screen! We have, as everyone has, learnt new skills and ways of working and the board have driven change and vision throughout the year. We thank the trustees for their continued support to the staff team, families and wider community.

“Thank you for your kindness and time during a difficult time for us, especially at the start of the pandemic.”

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Achievements and Performance

We offer a universal service to all families whatever their background and need, with a particular focus on families who are socially excluded and not engaging with other services. Our services are rigorously quality assured through a Charity Commission endorsed scheme. We have the benefit of evaluation tools developed by Home-Start UK as well as utilising Outcomes Star for our Local Authority funded work. This ensures we can measure change in every family receiving home-visiting support. It provides evidence of the difference that family support makes to parents and children. It also demonstrates the highly challenging family contexts within which volunteers are operating.

In the year 2020-2021, we provided home visiting support to:

----- Start of picture text -----
105
families
204
children
----- End of picture text -----

----- Start of picture text -----
The length of time that families
received support varied:
17%
26%
more
received
than 2
support for
years
17% between 0
between and 6 months
1 and 2
40%
years
received support
for between
6 and 12 months
----- End of picture text -----

Projects and Outcomes - Tier 2 Family Support

In 2018 we successfully tendered with Staffordshire County Council for the delivery of the Tier 2 family support contract supporting families aged 0-19. As well as supporting 0-4 families, the contract enables us to support families with children in older age groups and subcontract some of this work, to Visyon (a local charity supporting the emotional health of children, young people and their families).

Home-Start Staffordshire Moorlands provided support for families through a combination of Family Support Workers and Volunteers, with volunteer provision focussing on the 0-4 age range.

During the year we worked with 65 families (43 referred within the year). 52 families closed having met their initial goals and scoring 7 or above in all areas of the Outcomes Star (details below) or were stepped up to a higher tier service.

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

At the close of Local Authority support families reported improvements in the following areas:

Physical
Health
Wellbeing Meeting
Emotional
Needs
Keeping
Children
Save
Social
Networks
Education
& Learning
Boundaries
&
Behaviour
Family
Routine
Home &
Money
Progress
to Work
58%
of families
75%
of families
75%
of families
29%
of families
58%
of families
54%
of families
83%
of families
54%
of families
46%
of families
8%
of families

Projects and Outcomes - Bookstart and Signposting Visits

Through the Tier 2 Local Authority contract, we provide Bookstart Corner and Proactive signposting visits to families. Due to the pandemic this provision was affected as we ceased visits within the home. We were however able to deliver 22 successful Bookstart Corner interventions, taking the gifted resources to families and replacing visits with phone calls to aid the use of the resources within the home. We offered 99 Proactive signposting visits to families, with 59 of these taken up through doorstep visits. This meant we were able to share up-to-date information about how services were operating locally (eg: foodbanks, Children’s Centres, Citizen’s Advice), local sources of support and much information about online services and telephone support for the parents of babies.

Projects and Outcomes - BBC Children in Need

This project particularly focussed on school readiness. Support was provided through Family Support Workers and volunteers with 17 children (29 including siblings).

The pandemic and resulting restrictions ended all group provision and home visits ceased to reduce transmission rates, impacting on the direct work normally undertaken through this project. We switched operations to remote working, offering telephone/WhatsApp sessions to families, with delivery of essential supplies and resources where needed.

This support was much appreciated over the past year by families impacted by the pandemic, facing a rapidly changing situation which included home schooling, job loss/insecurity, shielding children, returns to school and health risks to family members, domestic violence related harassment and money worries. Parents needed practical help in terms of signposting and help finding work and liaising regarding benefits/schemes to provide financial support, help with shopping and food/medicine provision and housing support. We were able to make referrals to parenting and online play courses with the Local Authority throughout the pandemic. A huge amount of emotional support was provided for parents coping with multiple worries, enabling them to support their children through the pandemic. Home-Start support ensured families had someone who would listen, encourage, support and problem-solve as well as ensuring that proper liaison took place to ensure children’s needs were not forgotten and that parents had a clear picture of what was possible, helping to reduce stress levels within families. The table below shows the gains made for children supported.

Gains made for children supported through BBC Children in Need

Gains made for children supported through BBC Children in Need Gains made for children supported through BBC Children in Need Gains made for children supported through BBC Children in Need Gains made for children supported through BBC Children in Need
School Readiness Child’s Confidence Interaction with
Others
Significant Gains 94% 75% 88%
Beginning to show improvements 6% 25% 12%

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Projects and Outcomes - Core Funding

27 families were provided with support through core funding (as they didn’t meet the criteria for support via the Local Authority contract or BBC Children in Need). This enabled us to give extended support to families to maintain progress made, build resilience, and ensure that families could continue to receive support to access services. This was particularly vital during the pandemic when families were facing so many challenges. We are so grateful for the funders contributing to our ability to offer this extended support, particularly to the Henry Smith Charity, The National Lottery Awards for All (England), Coronavirus Community Support Fund (National Lottery), Tesco BOH Covid 19 Communities Fund, Community Fund Covid 19, and the Garfield Weston Foundation, together with the many individuals and organisations that have made donations to support the work of the scheme.

Volunteer Home-Visiting across all projects

We had to modify volunteer support through this year due to the covid pandemic. From March 2020, we swiftly pivoted all volunteer support to be provided by telephone. We provided basic mobile phones to volunteers where needed and delivered ‘telephone befriending’ training via Zoom to increase the numbers of volunteers available. Towards the end of the year, we enabled those who had received telephone befriending training to undertake the full volunteer preparation course, equipping telephone befriending volunteers to visit families face-to-face.

----- Start of picture text -----
“I felt that
Home-Start had
found the right
volunteer for me”
100%
of families
- reported on evaluation
feedback forms at the end of
core funding
----- End of picture text -----

Through the pandemic, families valued the listening ear that volunteers have been able to provide and telephone support and guidance, particularly around parenting issues, anxieties related to managing during the pandemic and financial worries.

Satisfaction Scores – Core Funding

Those families who received extended support outside the local authority contract all reported high satisfaction scores at closure:

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Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

Home-Start Staffordshire Moorlands

Annual Report 2020-2021

Signposting

At the end of July 2020, we started collecting data on the organisations and services that staff and volunteers signpost families on to for additional help and support. The graphic below shows the range of organisations and services that we helped families access over those 7 months.

----- Start of picture text -----
Mental
Health
Housing
Child
Development,
Health &
Parenting
SEND
Employment
Financial Aid
& Support
Other
Reg Charity No: 1135201 Page 13
A Company Limited by Guarantee - Company No: 7167797
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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Family Comments – Home-Visiting Support:

Reg Charity No: 1135201

Page 14

A Company Limited by Guarantee - Company No: 7167797

Home-Start Staffordshire Moorlands Annual Report 2020-2021

Family Comments – Bookstart Visits:

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Volunteers

Our amazing volunteers continued through the pandemic to support families across the district, moving in the lockdowns to telephone support, learning new skills and ways of working, providing much emotional support and encouragement. Volunteer Coordinators ran Telephone Befriending Courses for volunteers to train new volunteers to deliver support remotely, then many took up the opportunity to undertake the full training course (via Zoom) once we began to return to face-to-face visits, with garden and park visits arranged initially.

Their energy, commitment and enthusiasm to make a tangible difference to others in the community is inspirational. Families attest to the value in having volunteer support (see comments), with 100% stating at closure that they felt Home-Start had found the right volunteer for their family and stating that they felt comfortable having a volunteer in their home.

As well as home-visiting volunteers, people also give their time to volunteer in other roles. Our wonderful volunteer trustees carry out a range of roles and duties to make sure that Home-Start Staffordshire Moorlands is a well-run organisation. We also have one volunteer who provides invaluable support in helping us to keep our IT systems up and running, as well as helping with website and office maintenance; in 2020-2021, which was a particularly challenging year with many changes to our IT system due to the demands of remote working, this volunteer donated an incredible 284 hours of his time.

The illustration below shows the differing roles of our volunteers on 31[st] March 2021:

Volunteer Comments – Home-Visiting Support:

Reg Charity No: 1135201

A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Financial Review

Principal Funding Sources

The principal funding sources for 2020-21 were Staffordshire County Council, BBC Children in Need, The Henry Smith Charity, Awards for All, The Garfield Weston Foundation and the Community Fund Covid 19. The Denise Coates Foundation donated £6,000 at the outbreak of the pandemic allowing the scheme to purchase laptops for staff and set up remote working; this grant was spent in 2020-21 and enabled us to work from home safely throughout the lockdown periods. Additionally, through Home-Start UK the scheme made a successful bid for DCMS/Pears funding which helped the scheme make funding bids for the forthcoming year and carry out strategic planning work, staff training and plan a team ‘away day’ (to be held in 2021-2022) to help the staff/trustee team reconnect following the changes of 2020-2021. Leek United Building Society raised a significant sum of money through their own fundraising initiatives and a number of local residents organised fundraising events in support of the scheme. The scheme was also extremely fortunate to receive additional funding from significant donations to the scheme: Tesco Bags of Help, the John Lewis Partnership (through HomeStart UK), together with funding through the Councillors Community Initiative Fund.

Reserves Policy

Home-Start Staffordshire Moorlands shall aim to hold in reserves a sum equivalent to at least 3 months’ operation at a normal level. This level of reserves is necessary to ensure Home-Start’s core activity, providing an ongoing support service to families with at least one child under 5, can continue regardless of cash flow, unforeseen funding or other difficulties. Reserves also ensure that, if necessary, the scheme could be closed in an orderly manner.

Reserves as of March 2021 total £123,016. The Trustees are aware of a contingent liability to the Pensions Trust and due to this Trustees feel that it is necessary to maintain a high level of reserves. This policy will be reviewed in July 2022.

During periods of normal operation, the reserves policy will be reviewed annually. Where future funding has not been secured, it will be monitored monthly, commencing six months prior to the end of current funding.

Pensions Trust Contingent Liability

The scheme has a contingent liability to the Pensions Trust. The estimated cost of this liability was £29,647.32 as calculated at 30th September 2020. Details of how the liability has arisen and method of dealing with the liability are provided with the accounts.

Signed: …………………………………………………… Date: ….. / …… / ……

Sue Kent (Chair)

on behalf of the Trustees

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Plans for Future Periods

The charity plans to continue the activities outlined above in the forthcoming years as far as is possible, however at the start of 2021 funding was not initially secure for some elements of the scheme’s operation. By 1[st] April 2021, the scheme had in place funding from Staffordshire County Council (to deliver the Tier 2 service) and funding from the People’s Postcode Lottery. A bid had been submitted to BBC Children in Need and bids were being prepared to The Henry Smith Charity and Reaching Communities (The Big Lottery). There are currently no material uncertainties regarding the charity’s ability to continue as a going concern for the forthcoming year.

The trustees present their report along with the financial accounts of the charity for the year ending 31[st] March 2021. This annual report also includes the requirements of a directors’ report, as required by company law. The financial statements have been prepared in accordance with SORP 2015 (FRS 102) and the Companies Act 2006 .

Signed on behalf of the Trustees by Sue Kent (Vice Chair)

Signed: …………………………………………………… Date: ….. / …… / …… Sue Kent (Chair) on behalf of the Trustees

Responsibilities of the Management Committee

For the year ended 31[st] March 2021

The trustees (who are also the directors of the charity for the purposes of company law) are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company Law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of its incoming resources and application of resources, including its 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 that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Reg Charity No: 1135201

Page 18

A Company Limited by Guarantee - Company No: 7167797

Home-Start Staffordshire Moorlands Annual Report 2020-2021

Independent Examiner’s Report

to the Trustees of Home-Start Staffordshire Moorlands

I report on the accounts of the company for the year ended 31[st] March 2021, which are set out on pages 20 – 24.

Respective responsibilities of trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

Basis of independent examiner’s report

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’, and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

Name: Mr Christopher James Aston

Relevant professional qualification or body: FCA (ICAEW) Address: 47 Folly Lane Cheddleton Leek Staffordshire ST13 7DA Signed: ………………………………………… Date: …… / …… / ……

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-start Staffordshire Moorlands Annual Report 2020-2021 Statement of Financial Activities Home-start Staffordshire Moodands - Registered Chanty Number 1135201 Annual Accounts for the Period 0111M12020 - 3110312021 Income and Endowments from: Donations and Le9.acies Chairtable Actp￿tieS (￿her Tradin9.ActMties Invèstments Other Totsl £13.720 £128.428 £13.240 £81.620 A1 £148.959 £142,324 £94,860 £0 £23T,184 £159,514 Expenditure on: Raising_Funds Charitable Actmties £90.464 £i70.i04 £12.020 £185.345 £159.837 81 A1 £12.020 £94.860 Totsl £90,484 £164,127 Net Gains I ILos5esl on Investment., £0 £0 £0 £0 £0 Net IrKome (Expenditure) £51,840 £0 £0 £51,840 ,613 Transfers between Funds £0 £0 £0 £0 £0 other Recognised Gains I ILo55es1 Gains I (Lossesl on Revaluation ol I Acturarial Gains l.(Lossesl..on Defin Othei Gainsl ILosses)_-----------.-.-.-.-.-.-.-.-.-.-.----------.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.----------.-.-.- £0 £0 £0 Net Movement in Funds £51,840 £0 £0 £51,840 4,613 Reconulliation of Fund5 Total Funds Brought Fo￿ard Totsl Funds Carried Fon¥ard £71.176 £123,016 £T1.176 £123,016 £75.789 £T1,116 £0 £0 Page 20 Reg Charity No.. 1135201 Acompany Limited byGuarantee- Company No.. 716TT97

Home-start Staffordshire Moorlands Annual Report 2020-2021 Statement of Cash Flows Home-start Slaffoidshire Moorlands Registered Charity Number 1135201 Annual Accounts for the Period 0110412020- 3110312021 Total Funds £ Prior Year Funds £ Notes Cash Flows from Operating Activiti DeGtpase IinGr8asel debtors Increase Idecreasel in creditors £51.840 £19.953 -£16.976 -£4.613 -£19.450 £13.790 Net cash Fxo*ided by (used inl operating actmties £54.816 -£10.273 Cash Flow5 from Investing Activities.. Net cash provided by (used inl investing aGtMb?s £0 £0 £0 £0 Ca$h Flows from Financing Adivitiè$'. Net cash prowded by (used in) financing actNitios £0 £0 £0 £0 Nèt change in cash and cash equwlènts £54.81S -£10.273 Cash and cash equwalents at the beginnirTg of the reFX)rtin9 period £68.486 £78.759 Cash and cash equivalents at the end of the reporting period £123,302 £68.486 Reg Charity No.. 1135201 ACompanyLimited byGuarantee- Company No.. 716TT97 Page 21

Home-Start Staffordshire Moorlands Annual Report 2020-2021

For the year ending 31[st] March 2021, the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006, relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question, in accordance with section 476.

The trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime.

Signed: …………………………………………………… Date: ….. / …… / …… Sue Kent (Chair) on behalf of the Trustees

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Reg Charity No: 1135201

A Company Limited by Guarantee - Company No: 7167797

Home-start Staffordshire Moorlands Annual Report 2020-2021 Notes to the Accounts Home-start Staffordshire Moorlands- Registered Charity Number 1135201 Annual Accounts for the Period 0110412020_ 3110312021 A1 During this accounting period home-wslting volunteers donated 209 hours of their time to the scheme. The majority of volunteers offer home-wslting support. However. the scheme additionally benefitted from 284 hours of donated IT semces and donated Independent examination of the accounts. A1 Donated Stock-. The scheme operates a clothing and equipment store of donated children's I maternity clothing and baby equipment. The costs Involved In valuing donated Items outweigh the benefit to users of the accounts and to the charity of hawng this financial Information. (No money was raised during this accounting period from the sale of excess stock.) A1 Donated SeMces.- £12.020 for donated IT semces and donated Independent Examination semces. Total Funds £ Prior Year Funds £ endent Examinerfs Fees-. Other.- £10 profit was raised from the sale of Christmas cards. B1 Staff Costs Total Funds £ Prior Year Funds £ £122.867 £114.946 £2.875 £2.770 £9.347 £8.596 £174 £121 £135.263 £126.434 Employerfs National Insurance Costs Life Insurance Cover Average number of full-time equivalent employees In the year-. 7hefe afe nD employees who feGeive employee benefits lexGluding employef pen&on Gostsl ofmofe than £60.000 Estimated redundancy costs as at 3110312021-. £30,136 B1 The charity benefitted from Employment Allowance of £4.000.00 during this accounting period. B1 Home-start Staffordshire Moorlands participates In TPT Retirement Solutions. GrowLh Plan (formerly The Pensions Trustl- The GrowLh Plan Is a multi-employer pension plan which Is In most respects a money purchase arrangement. but It has some guarantees. From October 2001. contributions are Invested In personal funds. which have a capital guarantee and which are converted to pension on retirement. either within the GrowLh Plan or by the purchase of an annuity. Total Funds £ Prior Year Funds £ £9.347 £8.596 Costs of the scheme to the charity for the year-. Amount of contibutions outstanding at year-end-. Amount of contributions pre-paid at year-end-. B1 Remuneration and Ex Travel Expenses No trustees had their expenses met by the charity. No trustees have been paid any remuneration or received any other benefits from Total Funds £ Prior Year Funds £ £78 There have been no party transactions during this reporting period. C1 Cash at Bank and In Hand Cash In Hand Current Account- C&operative Bank PLC Business Deposit Account- Leek United Building Society Charity Deposit Account- Virgin Money Wilkinson's Vouchers (for families) 25 x £10 £12 £43.346 £49.694 £30.000 £250 £123.302 D1 Breakdown of funds carried over from 2020-2021 to 2021-2022-. £425.68 were carried fonNard to 2021-20221£130.68 for a social event for volunteers. £45 for staff training and £250 In Wilkinson's Vouchers to be passed on to families In need 25 x £101- Reg Charity No-. 113520 ACompanyLimited byGuarantee- Company No.. 716TT97 Page 23

Home-start Staffordshire Moorlands Annual Report 2020-2021 IMIIIIII 'Iii-' I 1111 Iiiw,11p1 '14.11 11p1 ¥ii Iij Page 24 Reg Charity No.. 1135201 Acompany Limited byGuarantee- Company No.. 716TT97

Home-Start Staffordshire Moorlands Annual Report 2020-2021

FRS102 – Section 28 Accounting Disclosures for the period ending 31 March 2021

COMPANY: Home-Start Staffordshire Moorlands SCHEME: TPT Retirement Solutions – The Growth Plan

The company participates in the scheme, a multi-employer scheme which provides benefits to some 950 non-associated participating employers. The scheme is a defined benefit scheme in the UK. It is not possible for the company to obtain sufficient information to enable it to account for the scheme as a defined benefit scheme. Therefore, it accounts for the scheme as a defined contribution scheme.

The scheme is subject to the funding legislation outlined in the Pensions Act 2004 which came into force on 30 December 2005. This, together with documents issued by the Pensions Regulator and Technical Actuarial Standards issued by the Financial Reporting Council, set out the framework for funding defined benefit occupational pension schemes in the UK.

The scheme is classified as a 'last-man standing arrangement'. Therefore, the company is potentially liable for other participating employers' obligations if those employers are unable to meet their share of the scheme deficit following withdrawal from the scheme. Participating employers are legally required to meet their share of the scheme deficit on an annuity purchase basis on withdrawal from the scheme.

A full actuarial valuation for the scheme was carried out at 30 September 2017. This valuation showed assets of £794.9m, liabilities of £926.4m and a deficit of £131.5m. To eliminate this funding shortfall, the Trustee has asked the participating employers to pay additional contributions to the scheme as follows:

Deficit contributions

From 1 April 2019 to 31 January 2025: £11,243,000 per annum (payable monthly and increasing by 3% each on 1st April)

Unless a concession has been agreed with the Trustee the term to 31 January 2025 applies.

Note that the scheme’s previous valuation was carried out with an effective date of 30 September 2014. This valuation showed assets of £793.4m, liabilities of £969.9m and a deficit of £176.5m. To eliminate this funding shortfall, the Trustee has asked the participating employers to pay additional contributions to the scheme as follows:

Deficit contributions

From 1 April 2016 to 30 September 2025: £12,945,440 per annum (payable monthly and increasing by 3% each on 1st April)

From 1 April 2016 to 30 September 2028: £54,560 per annum (payable monthly and increasing by 3% each on 1st April)

The recovery plan contributions are allocated to each participating employer in line with their estimated share of the Series 1 and Series 2 scheme liabilities.

Where the scheme is in deficit and where the company has agreed to a deficit funding arrangement the company recognises a liability for this obligation. The amount recognised is the net present value of the deficit reduction contributions payable under the agreement that relates to the deficit. The present value is calculated using the discount rate detailed in these disclosures. The unwinding of the discount rate is recognised as a finance cost.

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

PRESENT VALUES OF PROVISION

RECONCILIATION OF OPENING AND CLOSING PROVISIONS

Period Ending Period Ending
31 March 2021 31 March 2020
(£s) (£s)
Provision at start of period 8,629 10,467
Unwinding of the discount factor (interest expense) 193 133
Deficit contribution paid (1,789) (1,737)
Remeasurements - impact of any change in assumptions 249 (234)
Remeasurements - amendments to the contribution schedule - -
Provision at end of period 7,282 8,629

INCOME AND EXPENDITURE IMPACT

Period Ending Period Ending
31 March 2021 31 March 2020
(£s) (£s)
Interest expense 193 133
Remeasurements – impact of any change in assumptions 249 (234)
Remeasurements – amendments to the contribution schedule - -
Contributions paid in respect of future service* * *
Costs recognised in income and expenditure account * *

*includes defined contribution schemes and future service contributions (i.e. excluding any deficit reduction payments) to defined benefit schemes which are treated as defined contribution schemes. To be completed by the company.

ASSUMPTIONS

31 March 2021 31 March 2020 31 March 2019
% per annum % per annum % per annum
Rate of discount 0.66 2.53 1.39

The discount rates shown above are the equivalent single discount rates which, when used to discount the future recovery plan contributions due, would give the same results as using a full AA corporate bond yield curve to discount the same recovery plan contributions.

Reg Charity No: 1135201

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A Company Limited by Guarantee - Company No: 7167797

Home-Start Staffordshire Moorlands Annual Report 2020-2021

FRS102 – Section 28 Additional Information

for the period ending 31 March 2021

COMPANY: Home-Start Staffordshire Moorlands SCHEME: TPT Retirement Solutions – The Growth Plan

The following schedule details the deficit contributions agreed between the company and the scheme at each year end period:

DEFICIT CONTRIBUTIONS SCHEDULE

Year ending 31 March 2021
(£s)
31 March 2020
(£s)
31 March 2019
(£s)
Year 1 1,843 1,789 1,737
Year 2 1,898 1,843 1,789
Year 3 1,955 1,898 1,843
Year 4 1,678 1,955 1,898
Year 5 - 1,678 1,955
Year 6 - - 1,678
Year 7 - - -
Year 8 - - -
Year 9 - - -
Year 10 - - -
Year 11 - - -
Year 12 - - -
Year 13 - - -
Year 14 - - -
Year 15 - - -
Year 16 - - -
Year 17 - - -
Year 18 - - -
Year 19 - - -
Year 20 - - -

The company must recognise a liability measured as the present value of the contributions payable that arise from the deficit recovery agreement and the resulting expense in the income and expenditure account i.e. the unwinding of the discount rate as a finance cost in the period in which it arises.

It is these contributions that have been used to derive the company's balance sheet liability.

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

A Special Thank You to our Volunteers…

Home-Start is, without doubt, a ‘team’ effort, requiring input from so many valuable sources, but none more so than our growing band of dedicated volunteers, without whom the scheme could not exist.

In this unprecedented year we are so grateful to our volunteers, who switched to delivering telephone support for much of the year, and to our new Telephone Befriending Volunteers who came forward during the year to offer telephone support to families through the pandemic. Our sincere thanks go to the following people, who have volunteered for Home-Start Staffordshire Moorlands during the year commencing 1[st] April 2020 to 31[st] March 2021. Some are no longer with us, but we thank all for their involvement and enthusiasm. We hope that volunteering has been a positive and worthwhile experience and for some, has played some part in their choice to move on to further education and paid employment.

Name Date Joined Scheme / Date Joined Scheme / Name Date Joined Scheme / Date Joined Scheme /
became a Trustee (T) Became a Trustee (T)
Kate Allen(T) October 2020 Barry Machin(T) 2002
Marion Aston(T) July 2019 Clare McGarrity April 2009
Kelly Barlow September 2019 Rachael Oates-Lee March 2020
Julie Bennett(T) March 2021 Lesley Pimblett February 2016
Angela Caddick October 2016 Tracey Rice February 2016
Ruth Cook February 2019 Joy Sailes February 2018
Gareth Edwards(T) November 2020 Neal Simpson September 2019
Annette Ellis August 2019 Helen Stead June 2016
John Fitchett(T) July 2020 Sharon Sutton February 2019
Lyn Fryer September 2020 Alan Thorpe(T) January 2005
Judy Gregg September 2003 Sue Towers(T) 2009
Lisa Hardy September 2019 Paula Tyers(T) May 2002
Angie Heathcote September 2020 Gillian Whitaker May 2008
Janet Hopkin February 2018 Glennys White(T) 1999
Yuri Kawakami October 2014 Angela Whitfield October 2018
Sue Kent(T) January 2016 Hilary Williams June 2016
Wendy Kirk February 2020 Julie Worthington October 2018
Ann Knobbs October 2011

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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Home-Start Staffordshire Moorlands Annual Report 2020-2021

Thank you to our funders, for donations and for help, advice & support

Home-Start has received a lot of support and help over the past year from many different sources – thanks to the following people:

sources – thanks to the following people:
Our Funders: For donations – material &
Staffordshire County Council financial:
BBC Children in Need
The Henry Smith Charity • J Barlow
National Lottery Awards for All (England) • Brian Mellor Financial Services
Coronavirus Community Support Fund (National • Cheadle Lions
Lottery) • Councillors’ Community Initiative (SMDC) –
DCMS/ Pears Foundation M Gledhill, K Hoptroff & S Coleman
Tesco BOH Covid 19 Communities Fund • A Dodd
The Garfield Weston Foundation • Laura Goldstraw (London Marathon 2021)
The Community Foundation for Staffordshire • R Gregg
• S Hall
• S Kent
Our partners for their help in • Kidz2Kidz Moorlands Fund
• Leek United Building Society (Fundraising
supporting staff and families Events)
through the pandemic: • Barbara Millard (Glass Artist)
• D Nicholls (Fun Run)
Action for Children
Biddulph Youth and Community Zone
Haregate Community Centre
Support Staffordshire
Survive Together Leek
• One Little Daisy (Joe Scrivens)
• J Parker
• PayPal Giving Fund
• M Plant
• R S Rigby
• Salvation Army (Leek)
• S & S Agricultural Liming Limited
• Diane Tait (sponsored walk)
And Finally: • M Turnock
• G Walker
All at other Staffs Home-Start schemes • Waitrose / John Lewis Partnership
All at SCVYS and Support Staffordshire
Chris Aston (Independent Examiner)
Volunteers donating money back from their
Home-Start UK expenses:
Alan Thorpe (IT and premises support)
Jenni Murray (Patron)
Y Kawakami & J Sailes

Reg Charity No: 1135201 A Company Limited by Guarantee - Company No: 7167797

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