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2022 / 202
The
nk Vis
(JLink
the
visiting scheme

Contents
Introduction.. The issue of loneliness
Improving social wellbeing
Our mission
Our highlights
10
Looking ahead
17
Our community.
20
Chair's statement
29
Financial review
30
Trustees, report
32
Independent Examiner's report
33
Reference and administrative details
34
Financial statements
36

The problem
Prolonged loneliness is considered by many to be one of the largest public
health challenges we face. It puts us at a greater risk of developing dementia,
heart disease and depression. It's so serious that it even shortens our life
expectancy11}.
Specific life circumstances can make older people vulnerable to loneliness,
like retirement, being widowed, and being socially Isolated. 121 According to
Age UK, people aged 50+ living in England are 5.5 times more likely to be
lonely if they don't have someone to open up to when they need to131.
In Wokingham, over 3,000 older people are often or always lonely and could
greatly benef it f rom our service514}.
Our work serves a public benefit as r)ot only does social isolation cause
immense suffering for those affected, but it also places great pressure on
fam ilies, carer5, health, and social service5.

A new survey of 1,334 health professionals working in GP surgeries in the UK
revealed more than a quarter of health professional$127%1 believe their time
and NHS resoLJrces are majorly drained by treating lonely people.
Nearly a third 132Wol confessed they regularly see patients who come to them
because they are just lonely.
Minister for Mental Health and Women'5 Health Strategy, Maria Caulfield
said.. ' Picking up the phone and chatting to a friendly voice can make the
world of difference to sorneone experiencing loneliness, and l applaud those
coming forward to volunteer their time.
References 111 Campaign to End LonEline55 | 121 Marmalade Trust I 131 Victor, C.'Loneline55
in older age.- the UK per5peiiive' in A9e UK Oxforé5hire120111 1 141 The Census 2021 recorded
the populaiion aged 65 and above Wokingham Borwgh wa5 abO￿t 30.500. Amon9 them. it 15
e51imated that TO% lor 3.0501 Feel lonely all or most OF the time. rhe Census 2021 also recorded
7,677 one-person household5 aged 66 years or over. accounting for I l.l% of all hovseh<Jd5 in the
borough, or 47.2% among one-person households_"

How we improve social
wellbeing
The Link Visiting Scheme was Founded 25 years ago to help reduce loneliness
amongst older people and to bring generations together in friendship and
shared experiences_ We have seen thousands of lives transformed, and we
contin ue to reach hundred5 of older people through our work every year.
Social well-being is essential for overall health and quality of life. We meet
older people at a point in their lives where building and maintaining
meaningful relationships, nurturing social connections and seeking out
positive interactions becomes difficult if not impossible. This could be due to
reduced mental health, chronic health conditions, lack of tran5POrt or a
general sense of loss including the bereavement of a loved family member.
Through our assessment process. matching and linking UP with volunteers.
and providing opportunities to connect to local community activities or
group activities we have organi5ed in-house, we are able to help older people
begin the journey of building individual connections, relationships and
interactions.
These are all crucial to contributing to improved wellbeing. where
f riendship Can act as a buffer against stress, provide a renewed sense of
purpose, build resilience. improve cognitive f unction and combat the
serious impact of loneliness.

OUR MISSION
The Link Visiting Scheme is a charity reducing
loneliness and isolation, enabling friendships and
improving the health, wellbeing and independence of
our Link Friends. We celebrate and honour older people
in our community and help them to have fun!

Our specialist pathway
When someone comes to the Link. there are many
options open to them and their personal
circumstances and we are delighted to See arb
increases in the number of Link-ups. We have
developed a specialist pathway to support people in
their journey to being better connected. As social
wellbeing increases, the need for support from outside
agencies reduces.
We see the transformative impact of our work daily
and receive wonderful feedback from our Link
Friends who consistently rate our services highly
199.6% rating us as good or excellent in our last
survey} and allow us to assess their social wellbeing
regularly. This year we achieved 208 Link Ups. An 8°
increase on the Previous year.
From loneliness to social integration
Prevention
1.1 Friendship
Groups
Activities
The Friendship Alliance
works to make
Link Express offers initial
temporary support,
followed by a well-
matched longer term
regular friendship with a
volunteer, typically
visiting on a weekly or
fortnightly basis.
'Friendship Groups, are
small local groups of Link
Friends and volunteers,
designed to increase
social integration and
self-sufficiency in various
locations across the
Community activities
and Link activities and
Wokingham a vibrant,
inclusive community by
promoting friendship
activities. This should
events encourage wider
engagement, increases
social integration and
self-sufficiency with a
reduced need for Link
reduce the demand on
our services.
Borough.
services.

Project overview
ACTIVE MINDS
Specifically designed for those experiencing symptoms
of cognitive impairment, ollr group se55ions allow
individuals to grow in confidence, do cognitive
exercises and make new friends.
Bringing people together is the core of all that we do.
We al I crave connection. no matter what our age - it's
what makes life worth living. As well as one-to-one
befriending and regular activities and events, we have
designed and developed projects with quality
connection at their heart.
KEEPING IN TOUCH
Designed to establish communication and provide
support for our existing Link Friends who may be at risk of
escalating needs_
LINK ONLINE
Opening doors to digital group activities, and reducing
digital inequality by providing support for Link Friends
with tablet computers and individual coaching and
support. To date, Link Friend5 have learnt to make
online medical appointments, order repeat
prescriptions online using the NHS app, book train
travel, pay for car parking, search for services and
explore interests on YouTube and Google.
FRIENDSHIP GROUPS
Regular get-togethers with small groups of Link Friends
nd volunteers, encouraging connection with a wider
s(xial circle in a 5UPPQrtive settin9.
COMMUNITY KITCHEN
Bringing together Link Friends and volunteers of all ages
to prepare. cook and eat delicious food together on a
Sunday afternoon once a month.
LINK TO NATURE
An ongoing seasonal project designed to re-awaken an
interest in nature, enrich friendships and improve
wèllbeing. Including regular outings, gifts of pot plants
to nurture and 9row, events and special interest talks.
CHAIR YOGA
A six-week course to help older people to get moving
gain with gentle exercise to improve flexibility and
wellbeing.

Activities and events
Alongside our projects, we have pkjt together a programme of group activit*es
with the aim of providing regular social interaction. peer support and create a
5en5e of belonging. Group activitie5 are facilitated by a coordinator who
enables the group to share experiences, interests and stories with others in
order to foster that sense of connection and common ground.
Routine and Structure to the week have con515tently bèèn voiced as
dramatically Improving wellbeing. Many of our group activities include some
physical warm-up, mental stimulation and most importantly an opportunity to
laugh, have fun and enjoy that feel-good factorl
'Your dedication to making a positive impact in our community is truly
admirable, and we are honoured to be a part of your journey..
Owners of The Dog and Duck (An activity venue in Emmbrookl

Our friends told us
Activities and events like Pie and Pint, indoor and
outdoor Bowls, Crafts and Coffee. and Quiz and
Singalong foster camaraderie and joy, creating
meaningful connections and cherished memories.
JOHN AND ACTIVE MINDS
"Joining thè Link and doing Active Minds has
rerninded rne that there is life after 90.
JEAN AND LINK TO NATURE
These experiences enrich their lives by promoting
social interaction, fun, and a sense of belonging.
I have joined Link to Nature and really enjoyed the visit to
the local gardens. which was such a change from the life I
usually lead the past three year5. The four walls have
disappeared.
CELIA AND COMMUNITY KITCHEN
'1 just wanted to say a huge thank you to you and all
the volunteers
mum had a lovely time at Community
Kitchen and loved the 'old music
she was in great
form that evening and kept saying how much she
enjoyed it. A huge thanks to you all again for giving
your time, it's hugely appreciated.
ALBERT AND PIE AND PINT
Albert joined Link Visiting as he was missing interactions
with people his own age_ He attended Pie and Pint and sat
with Anne and Betty. They got on famously, and now
meet up regularly. He brings them to all of our activities,
and he says that the charity ha5 given him back his
purpose in life.
BRIAN AND LINK ONLINE
Brian not only loves his classical music". he is also an
avid reader of the classics. He wanted to know if he
ANNETTE AND PIE AND PINT
could get a hard copy of George Eliot'5 Middlemarch. By
searching on Google, Brian has found that his local
WatÈrstonÈs have a copy. Googlè is fast bècoming
Brian's best friend.
.1 give The Link l 0/1 O. I was going through a really rough
patch and I was basically a recluse, I didn't go out
anywhere. It was a case of The Link or nothing they've
helped me through a very bad patch.

Volunteers
This year we have recruited, inducted, trained and
supported 80 volunteers with a current volunteer
base of 414 volunteers. Throughout the year we have
supported 480 volunteers with 66 leaving the charity
due to moving away, change in circumstances or
poor health. 25010 reduction on the previous year {881.
This year our volunteers provided a huge 47.160 hours
of service. transforming lives through quality time.
focused attention and mutual friendship.
As a direct result of our continued efforts to attract,
SUPPOrt and retain volunteers, we are directly investing
in our 'volunteer team, and look forward to adding a
new p/time Volunteer Co-ordinator to the team.
Volunteers join us for a number of Teasons. from
wanting to make a direct impact on the lives of older
people to a desire to feel more connected in the
community themselves as we provide a platform to
make f riends, socialise and contribute to our
organisation and the wider community. Volunteers
enjoy the personalised way we include them, working
together to find the right time and day that suits
them and working to maximise their interests, skills
and abilities.
Our satisfaction ratings are consistently 990/0 Positive
with an 'excellent or good, rating.
'If you're thinking of volunteering in a way that directly
benefits your community and some of the most
rewarding and deserving individuals in it, Link Visiting is
about as good as it gets..
All volunteers are interviewed, DBS checked,
references are collected and then they attend
mandatory induction and safeguarding training. Only
then do we match them with an older person or
engage them in community activities.

OUR HIGHLIGHTS
This year we were delighted to receive prestigious
awards that underscore our dedication to reducing
loneliness through friendship and to the impressive
growth we've achieved.

2022 at a glance
TOTAL VOLUNTEERS GIVING THEIR TIME:
480
TOTAL LINK FRIENDS SUPPORTED:
607
TOTAL VOLUNTARY HOURS SPENT:
47.160
PERCENTAGE OF LINK FRIENDS WHO
RATED OUR SERVICE 'EXCELLENT'
840/0
li

A year of growth
jo
400
As of March 31 2023, our client base stood at an
impressive count of 550, showcasing a remarkable
increase of 15.5°k from the preceding year's tally of 476
clients, as of March 31 2022. Simultaneously, our
volunteer network exhibited a gTOWth of 4.3%,
reaching a total of 414 volunteers by March 31 2023,
compared to the 397 volunteers recorded on the same
date in 2022. Remarkably, a significant 73.4% of our
volunteers actively participate in our 1=1 befriending
initiative, signifying a noteworthy 2.1 % increase
compared to the previous year's engagement.
200
100
March 2020
March 2023
which ha5 surged by a staggering 75.2% Since the
end of 2020 representing an extraordinary growth
trajectory. Managing this growth in demand without
undermining the quality of our services, or the well-
being of our Link Friends, staff or volunteer5 will be
the biggest challenge we face in the coming years.
Our expansion has been notably pronounced in several
regions within the Wokingham Borough. most notably
in Earley, Wokingham, and Woodley. As our
organisational presence expands, so does our active
contributior) towards reducing, delaying and
preventing the need for social services across the
Borough. We remain acutely aware of the perpetual
strai n on the resources of the Borough's adult services
and endeavour to play a pivotal role in reducing their
burden.
As is custom and practice, we have clients and
volunteers moving through the Link on a regular basis
and it is important to capture and understand the
reasons why. We saw an I l% increase in client leavers
and a 25.kn decrease in volunteer leavers in the past 12
months. Our projects, activities and events are more
in demand than ever, with us having to restrict acces5
to some of the most popular ones. This year we
restarted l O regular group activities which saw a
staggering 258 individual activities taking place with
over 2.000 attendees.
The most astonishing development, over the span of
the past three years, lies in the volume of referrals.

Awards
We have a unique understanding, not only of the root causes and impacts of
loneliness but also of how best to tackle them in the local area. Our
expertise is based on year5 of experience and collaboration with and
learning from, other organisations both locally and nationally. We have been
nationally recognised by receiving the Queen's Award for Voluntary Service.
the highest award given to volunteer groups across the UK.
In addition, we have received three local awards this year..
l. Berkshire's High Sheriff chose the theme 'unsung heroes. and wanted to
award Link volunteers, with special recognition for the Link Online
project volunteers.
2. An award from Wokingham Borough's Mayor in recognition for
outstanding commitment and contribution. Nominator Lucy Zeal DL
said.. ' l am nomi nati ng the Link Visiting Scheme for the outstanding
contribution they make to the Wokingham Borough community. I feel
the hard work of their staff, volunteers and trustees deserves to be
recognised.
3. A Level 5 Outstanding 'lt's Your Neighbourhood Award, with the Royal
HorticultLJral Society and Thames and Chilterns in Bloom. Our
partnershi p with Wokingham In Bloom and Wokingham Horticultuial
Society also contributed to winning a Woking ham In Bloorn Gold award
with our Link to Nature project funded by the National Lottery.

Christmas
For those who are separated from their families, have lost loved ones, or don't
have strong social networks, the emphasis on spending time with larnily arbd
friends during Christmas can highlight their feelings of loneliness. Christmas can
amplify feelings of grief and intensify sadness and memories ofloss.
We are committed to giving everyone we support and the wider community an
opportunity to be together and celebrate. Along with a full Christmas
programme of events, we also ensure anyone on their own on Christmas Day
can enjoy some company, some delicious food and presents too for 12 years
running. This year, we offered a hybrid event with home deliveries to those
alone and housebound and a group celebration for those who were able.
We supported over 100 people with a team of 55 volunteers.
This included a small team of professional chefs who worked hard to ensure we
all enjoyed a Chri5tma5 day to remernber_ This event is of equal importance to
volunteers and older people and a lifÈline for all.

JLink
4 Berkshire
the
visiting scheme
ageuK
The Friendship Alliance
The Link assumed stewardship ol the Friendship Alliance in April 2022 and
works in partnership with Involve Community Services. Age UK Berkshire and
Wokingham Volunteer Centre, funded by Wokingham Borough Council. These
organisations are all experts in their field with a stfong understanding of the
needs of our community and have been operating as an effective partnership
since the inception of the Friendship Alliance in 2019. Alliance partners
operate independently, continuing to deliver services as discrete charities_
involve
Oklllii... Jill Voluntèèr
Being part of the Friendship Alliance framework, both complements. and
greatly expands, the ability of Wokingham Borough Council to engage with
socially isolated people, increases the visibility of the ran9e of services
available, and helps charities to manage demand.
"Thank you Jayne for all you're doing to raise awareness of these lovely
groups. they are providing such important 5UPPQrt.
Friendship
Alliance
PROMOTING FRIENDSHIP INWOKINGHAM BOROUGH

The Friendship Alliance
Our stewardship of the Friendship Alliance, led by
Project Manager, Jayne Streak, has also provided
opportunities to engage across the Borough and be
more collaborative. This has facilitated a more
This year we have seen impressive growth, with
Friendship Tables increasing by 53% and Friendship
Champions increasing by 51.8%.
harmonised approach to communicating the Link and
its key services.
Management
Setting the direction and
ensuring objectives are
met
Th• Lihk Vi*itln9 S<h•m•
Prevention
Signposting
Bef riending
Activities
Making Wokingham a
vibrant, inclusive
community by
promoting friendship
Fri•nd•hip Allian£•
Offering effective advice
on support available for
people who are lonely I
isolated
Long term. 1..1
personalised friendship
services
Groups and events
designed to bring the
community together
Th• Llthk Vl•ltln9 S<h•m•
Wokl•9h•m V•lunl••r
Centre. lthv•lvè
Th• Llnk Vl#ltln9 SÉh•m•
Ag• UK B•rk#hir•
Inv•lv•

LOOKING AHEAD
Outlining the varied and exciting plans to improve and
broaden the services which support our community in
the year ahead.
17

Looking ahead
We were profoundly touched to receive a legacy
donation of £150, 000 in 2017 bequeathed to us by one
of our Link Friends, William lan Hamilton. This heartfelt
contribution exemplifies the appreciation and trust
that N r Harnilton had for our service.
* Improve our reach to ethnically diverse communities
and faith groups ensuring our service offer is
accessible to all_ We know that 87°h of residents in
the Borough are White, with 13% from ethnic
minority backgrounds. 92% aged SO+ are White
therefore a key objective for 2023-24 is to reach out
to minority group5 acros5 Wokingham Borough with
the purpose of broadening the Link's ethnic and
cultural diversity. We will do this through
collaboration and friendship with the Aisha Mosque,
the Ramgarhia Sabha Sikh Centre and our
involvement with the Inclusion and Equality Forum.
Although delayed in our plans by Covid-19 and the
subsequent increased demand and growth of our
service, we are now able to leverage this donation to
make a lasting and meaningful difference in
combatting social isolation.
We will further enhance our offer of support and
expand our reach in several different ways, including
* Enable and improve access to transport options for
our service users
Launch a weekly 'Friendship Centre, (Link
Thursdays at Space for All, hosted at All Saints
Church) where those facing the painful impact of
loneliness have a warm and welcoming space to
go. Connections will be proactively facilitated, and
information and practical support is given about
activities, groups, clubs or organisations OF interest
and to find out about a broad range of services that
will help connections such as transport options.
* Encourage those who are housebound by providing
'Wellbeing Bags, full of helpful activities, treats,
information and support options.
* Improve wellbeing, and boost confidence and mood
through the use of assisted animal therapy.

* Manage growth and demand with more effective working with our
Friendship Alliance project including starting 'Connection Sessions, which
aim to introduce our newest Link Friend5 to community activities already
functioning in the area where they live.
Enable and facilitate ambitious trips out for those who rarely have this
opportunity
* Celebrate together to mark our 25th anniversaiy
Utilising this bequest effectively will help us bring comfort, friendship and
renewed hope to many more individuals in the years to come and we honour
the memory and legacy of Mr Hamilton in an impactful way.
We are also keen to:
Focus Dn men's loneliness through our work with Wokingham Borough
Council's Social Isolation and Loneliness Group
* Broaden our fundraising initiatives by diversifying our strategies including
emphasis on corporate and local business sponsorship, individual
donations and focusing on a more sustainable plan which will help us
transition from post-emergency funding from the Covid-19 pandemic to
more long-term financial Stability.
18

OUR COMMUNITY
We're constantly inspired by our community of
passionate supporters, fundraisers, referrers and
partners. In 2023, they grew stronger than ever. When
more partners are actively involved we can achieve
greater goals and make a larger positive change.

Our team and our trustees
Our team 15 comprised of 17 highly skilled, passionate and hard-working
people who are committed to transforming lives with f riend5hip.
A rise of 54V, from the previous year of I I team members. This wide-ranging
group draw5 upon learnings from a variety of industries and backgrounds
with one shared goal to bring life-enhancing social connections to older
people and volunteers in Wokingham Borough.
In this year, we were thrilled to welcome six new team members including a-
Activities Coordinator, Keeping In Touch Befriending Officer, Core Services
Administrator, Fundraising Manager, Friendship Alliance Administrator and
Befriending Officer. We also continue to work with 5 contractors who help us
with specialist support and manage the changing demand for our service. In
total, we have 9.4 full-time equivalents a rise of 700h from the previous year
of 5.5 full-time equivalents.
Our growth story owes a significant debt to the invaluable contribution5 of
our diverse and dedicated trustees. Hailing from varied backgrounds
including large global corporations, national and small charities, and the NHS,
their collective expertise forms a dynamic tapestry that drives the success of
our organisation.
John Mallaghan." Chair, Tony Sweet". Finance Trustee, Laura Mitchell,
Gayle Manicom, Kuldip Athwal
21

zi
Our partners
Our Keeping In Touch project engages with older people who have escalating
needs. This year we made 255 signposts to organisations in the borough to
prevent the risk of crisis.
We are members of the Dementia Partnership along with Age UK Befkshire
and Understanding Dementia to deliver a varied programme of activities and
support for people living with dementia and their carers.
We received 403 referrals. A 7S.2% increase from the financial yeaf end of
2020 to the financial year end of 2023.
We are members of the Public Health-led Social Isolation and Loneliness
Group ISILI.
We are kèy partners in the Voluntary Sector Action Group - a group formed
out of the Covid-19 pandemic, composed of key voluntary sector partner5
and decision-makers in Wokingham Borough Council, led by Director of
Public Health, Ingrid 51ade.

Our partners told us
AMANDA CRACKNELL. SOCIAL PRESCRIBER
LEWIS WILLING. HEAD OF HEALTH AND SOCIAL
CARE INTEGRATION, BERKSHIRE WEST CCG &
WOKINGHAM BOROUGH COUNCIL
'The Link is an absolute lifeline to a number of our
patients. As a social prescriber, l am often supporting
people who are lonely and isolated, and The Link is the
perfect service to refer them to. The feedback I
receive is always positive, and I know of many true
friendships that have been formed. The impact on
their health and wellbeing is evident. The Link also
hosts a number of events that bring volunteers and
clients together to share in some uplifting social fun.
Their Christmas lunch delivery event on Christmas Day
brought so much joy to those who wouldn't have seen
anyone, it was so heartwarming.
'As a Council, we continue to value the work done by
the Link Visiting Scheme. They are key partners to
support with our Friendship Alliance Ifor those that are
at risk of social i501ationl and our Keeping In Touch
project, which was a finalist in the national Municipal
Journal Awards this year. On top of these services that
the counctl commission there are many invaluable
interactions to keep people active in their
communities and involved in, build or grow their
networks.
NIKKI STEWART, SENIOR SOCIAL WORKER
ILOCUMI, WOKINGHAM BOROUGH COUNCIL
"I have referred to The Link on numerous occasion5," It
is a valuable resource in the Wokingham area. It
provides people in the community opportunities for
engagement, which minimises social isolation. The
Link serves to improve wellbeing by having a peer they
can rely on lor a regular friendly chat.

Corporate support
We work with generous organisations who choose to support The Link
Visiting Scheme. They stand by us in countless ways from raising
awareness to supporting our team, to generously funding projects in our
commur)ity.
"The Link Visiting Scheme is an excellent charity that does amazing work
throughout the local community. It is life-changing for so many people and
makes a real difference. Congratulations to everyone at The Charity and the
fantastic volunteers.
Mike Lotus. Consultant
'The FSP Foundation Committee were blown away by the amazing work The
Link does in the local community. It is clear that the work they do in
confronting loneliness in older people is invaluable.
Hannah Sims,
Associate - Family

Our fundraisers
Our fundraisers have done some amazing things to
raise money for The Link Visiting Scheme. In 2022.
fundraisers planned marathons and skydiving, hosted
901f days and baked cakes - all to raise money for their
community.
CO-OP LOCAL COMMUNITY FUND
"We proudly support groups such as the Link Visiting
Scheme as they are making a difference to local
families
supporting their physical and
mental
wellbein9. providing access to opportunities to leain
new skills and providing food parce15 where needed.
Their project also looks at continued skills and training
new volunteers to support the befriending service.
GRAEME MARSH- HEAD OF FOUNDATION,
MCCARTHY STONE FOUNDATION
'The Mccarthy Stone Foundation is proud to work with
The Link Vi51ting Scheme, who provide frorit line
support for older people experiencing social isolation
in the Wokingham area. Our fouridation seeks out
local, grassroots organisations who are embedded in
their local community, supported by volunteers, and
re helping older people to feel valued, connected and
engaged to others, and The Link 15 a perfect eXa￿PIe
of this. Through the use of unrestricted funding, we
trust the team at The Link to know where their need is
ANDREW OUGHTON- EDMUND GODSON
CHARITY TRUSTEE
'The Edrnund Godson Charity is delighted to be able to
support The Link Visiting Scheme, whose friendship
based service provides such comfort to the lonely and
isolated people that live in Wokingham & the
surrounding villages.
the greatest and help ensure they can sustain the
vitally important parts of the charity that are often
hardest to fundraise for. Crucially, we can do so with
the confidence that The Link will deliver on their
objectives and meet the rising needs of older people in
their community.

Our Link Friends
RELIEVING STRESS AND PRESSURE THROUGH
Bob attended Èach session. He sang for the groupt
and Carol says= -He seems like a new man.
SOCIAL CONNECTION
Bob is 93 and has a diagnosis of dementia. He lives
with his wife, who is his sole carer. Bob and Carol were
used to living a very active and full life, walking clubs.
yoga, art groups, singing and performing, and both
musicians.
He made a friend, Alan, who he now meets up with at
a Link Coffee Morning. And Carol meets with Alan's
wife, as they are both carers and support each other.
'Joining The Link and doing Active Minds has rem inded
me that there's life alter 901"
After Bob's diagnosis and reduced mobility, life
became hard for them both, with Bob becoming
frustrated and withdrawn which caused Carol to feel
Active Minds covered mindfulness and Bob now
meditates daily and Carol reminds him to practice
breathing exercises when he feels stressed or
agitated_ Carol told u5.. '1've been overwhelmed by the
support we've received. Bob enjoys his volunteer
visitor and I feel like I've got a bit of free time. I want
to give back for all the help we've received and l am
looking into volunteering.
stressed and tired.
At the assessment, we referred Carol for a carer's
assessment and Bob for a needs assessment_ We
arranged for Bob to have a weekly befriender to take
him for a walk and consequently give Carol Some
much-needed respite. Bob was also interested in
attending our Active Minds course. An 8-week course
to improve cognitive function, have fLJn and make
friends. Although reluctant initially both accepted that
it would be beneficial for Bob to socialise and find new
Everything feels more manageable now we know we
have people to call on whèn life gets tough".
"name5 have been changed to Protect anonymity
tools to help his memory.

Our Link Friends
KEEPING CONNECTIONS THROUGH LINK ONLINE
Sheila is one of our Link Friends in her late 90s and has enjoyed a close and
supportive friendship with her neighbour for many years. Sheila was anxious
and low when her neighbour moved away adding to her feelings of loss.
Through individual coaching and support and via the loan of a tablet
computer, we were able to Set her up with a WhatsApp account. Not only
doe5 Sheila enjoy the company of her Link Online volunteer but she is now
able to continue her friendship with her beloved neighbour using WhatsApp
to message and talk & video conference as well as exchanging photos.
"It'5 made a big difference to me 45 now we can keep in touch. I didn't think
I would use a computer but it's not as difficult as I thought. Thank you to
my patient volunteer.
'names have been changed io profect anonymiry

Our volunteers told us
NATALIE
FLORENCE
This is a fantastic scheme offering support to the
local community. It offers Margaret more social
activity and has enriched my life by listening to her
stories and being in her company. Thank you I I'm so
pleased I signed up.
very much enjoy spending time with Betty and
having a good chat. often at her home but someti mes
at her local pub or at the park nearby. I get just as
much out of it as Betty does. l usually take my l-year-
old son and they love seeing each other.
SARAH
SAM
Have always foLJnd help when I needed it and the
team has always without fail responded. Thank you.
'So very glad I decided to volunteer. Enjoy my Link
visits and meet-ups with new people. Thank you. Feel I
have benefited so much from my association with Jill.
.1 just love going to see Paw, she is always so positive
nd happy. We laugh lots and time just fly's by. When I
leave I'm already excited to See her again.
ALEX
CHRIS
'The Link has grown substantially over the last few
years and does a superb job of enriching the lives of
lonely elderly people. Long may you continue111.
"I have had nothing but great experiences with The
Link Visiting Scheme 50 far, from the communication
and training to my pairing with Val as we get on great
together and have lots to talk about. It was been a
really rewarding and enriching experience for me. I'm
so glad I volunteered. Thank you!.
AMANDA
'You are very supportive & definitely have the person's
best interests at heart. Very caring.

message from our chair
22123 has been a challenging year, but one where everyone
involved - staff, trustees, supporters and particularly our
wonderful volunteer family - can feel so proud of the outcomes
we have achieved togetherl
team who continue to bring so much meaning, friendship, and fun
to the lives of our Link Friends.
Managing demand and growth will be our number I challenge in
the coming years. Staff hours have risen by 70 /0 in the last year,
which has a major impact on our fundraising requirements. One
result of our success can be seen in the huge increase in new
referrals- since 2020 these have risen by 75Yo, which results in a
huge drain on staff resources. Successfully managing growth will
also require trustees help in strengthening the stewardship of key
partners and supporters, evolving to more sustainable, longer teTm
fundraising strategies and helping the CEO where required on
operational issues and volunteer recruitment.
As we enter our 25th year of confronting loneliness in
Wokingham Borough, demand for our services continues to
grow substantially. The impact of social isolation on individuals,
physical health and mental wellbeing, and the drain this has on
NHS and social care resources is now well understood.
Thankfully, the huge role played by the charity in helping delay,
reduce and avoid the need for many of the most vulnerable in
the community to require access to these more expensive
services is also more widely recognised. On behalf of the
Trustee Board, I would like to thank all who have supported us
in the last year, with particular thanks for the continuing support
of our key strategic partner Wokingham Borough Council.
On behalf of all trustees, I war)t to offer huge thanks to our CEO
Marjie Walker and her team staff and volunteers - for the
incalculable difference they make every day to the lives of our Link
Friend5. As an active volunteer l am constantly inspired, and
hurnbled, by how much our Link Friends appreciate what we do for
them. and to see first hand the smiles and laughter you will find at
any of our activities. Thanks to all of you from the people who
really matter - our Link Friends for making a difference.
The continued growth in demand has been reflected in the
increased resources required by the charity. without impacting
the quality of our services. We have seen a net increase in Link
Friends of over 15°h during the year. and although we sadly saw
some experienced staff members move on to other
opportunities, we exit the year with a wonderful, motivated
JOHN MALLAGHAN
CHAIR OF TRUSTEES

Financial review
OVERVIEW
We work very closely with Wokingham Borough Council IWBCI in
providing our services to local residents, and during 2022-23 we were
delighted to secure additional funding from this key strategic partner
when we assumed stewardship ol the Friendship Alliance in April 2022.
Operational costs of the Alliance are funded by WBC, which draw5 on the
expertise of a number of charitable organi5ations, greatly Increasing our
ability to addre55 the needs o150cially i501ated people within the borough.
WBC continued to be our largest single source of funding, contributing
around two-thiids of our income from donations and grant$12022.' 57%).
Recognition across Wokingham Borough of the positive outcomes we
deliver to some of the most VLJlnerable in our community has
continued to grow and, as a result, In the year 2022-23 the cost of our
charitable activities increased significantly. Our total expenditure for
2022-23 wa5 E363,365, an Increase of 30% compared to £280.069 i
the previous year.
This recognition is however also reflected in our income last year which
at £432,917 was an increase of £1% over £286,728 In 2021-22. This not
only more than covered the year's expenditure but contributed to the
underlyin9 financial stren9th which allows u5 to deliver quality 5eTvices
to an ever-growing client base.
We received donations and grants from a further 32 organisations12022..
46 or9anisationsl which reflects the significant efforts ol our team to meet
our fundraising target. We are most grateful lor every single donation
received. all of which go towards enabling us to continue our work. A list
ol donors can be found in Note 4. Our own lundrai5ing events and
activitie5 contributed £7,81012022-. £3,275).
INCOME
Total income for the year, excluding arnount5 we receive on behalf of
and lor onward payment to other organisations, was £432,917,12022:
£286,728), analysed as follows".
The majoflty of our income continues to be classified as restricted, ie
income which the donor directs be applied to specific activities. This is
particularly the case for most of our grant income. However, it is
important to emphasise that such is the nature of how our donors identify
with the aims ol Link Visiting that in practice any restrictions can be
accornmodated within our core activities.
2023
2022
Donations
48.141
375,896
7.810
1.070
42,541
240,805
3.275
107
Grants
Fundraising activities
Interest income and other
EXPENDITURE
Total
432.917
286,728
Our expenditure on charitable activities for 2022-23 increased by 30%
compared to the previous year_ The largest increase was in staff costs
which rose by 30% to £276,724 from £212,111 in the previou5 year.
The total income for 2023 represents an increase of 56% over last year.

The key reasons for this increase were".
The significant growth in our activities has only been possible by
increasing the number of people responsible for delivering our
services. In 2022 - 23 we welcomed six new members to our team
Unrestricted funds at 31 March 2023 are £422,061131 march 2022".
£253,673). Following receipt of a large one-off legacy, the trustees
solved in 2019 to designate £150,000 of unrestricted funds lor a major
project, the details of which to be decided. These plans have been delayed
by factors such as the COVID-19 pandemic but remain under review.
and they joined us at various times during the year. This expansion
accounted for substantially all of the increase in Stall c05t5.
including related employment expen5e5 such a5 social security and
pension.
Direct project costs increased as a function of the incTease in
activities during the year.
Increases in other overhead costs similarly reflect increased activity
levels and higher stall numbers, as well as the inflationary pressures
on general services_
The trustee5 continue to rnonitor the charity'5 requirement5 for reserves
considering the main risks to the organisation, recognising the need to
bridge the 9ap between the spending and receiving ol income and to
provide a contingency for emergencies and other unforeseen
expenditures_
To help mitigate the risks faced from rapid growth in demand and costs,
and the prevailin9 uncertaintie5 In the economic outlook, trustees have
resolved that our target is to maintain unrestricted reserves of 50% 01 our
CUTrent annual budget," this may be varied if circumstances indicate this is
appropriate.
FINANCIAL POSITION
Net assets incieased from £372,725 on 31st March 2022 to £442,276 on
31st March 2023. Cash resources as at the same date have increased
from £366,849 to £462,757.
On 31 March 2023, general funds were £272,061 which equates to 75% of
the total expenditure incurred in the year then ended and around 60Yo ol
our expenditure plans for 2023124. This is higher than the trLJStees'
ongoing policy target ol 50% but that policy also rocognises that the
actual level of re5erve5 will be subject to short-term fluctuation according
to circumstance5. The trustees are satisfied that this level ol funds is
The assets of the charity are currently held in current and deposit bank
accounts. Should other opportunities arise to invest surplus ftjnds then
the trustees WOLJld consider these. this remains under review. At the
present time, longer-terrn investment is inappropriate.
RESERVES
sufficient and appropriate to meet the charity's ongoing activities for the
time being.
The net surplus lor the year of £69,551 has been added to total funds
meaning that these have increased to £442,276 at 31 March 2023131
March 2022.. £372,72SI.
RISK MANAGEMENT
The trustees have reviewed the risks to which a medi(Jm-sized charity
operating with a small nurnber ol full-time and part-time employees is
exposed. Appropriate procedures are in place to idefitify, monitor and
review these risks on a regular basis.
Restricted funds at the beginning of the year were £119,052 and
following a detailed analysi5 performed during the yeaT It wa5
established that this amount could be reduced. As a result. the
required level of restiicted funds at 31 March 2023 is £20,215.
31

Trustees, report
STATEMENT OF TRUSTEES, RESPONSIBILITIES
the financial position of the charity and enable them to ensure that
the Financial Statements comply with the Charities Act 2011, the
Companies Act 2006, the ChaTlty (Accounts and Reportsl
Regulations 2008 and the provisions of the Trust Deed.
The trustees are responsible for preparing the Trustees, report
and the Financial Statements in accordance with applicable law
and United Kingdom Accounting Standards {UK Generally
Accepted Accounting Practice).
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.
Company law applicable to charities in England and Wales
requi res the trustees to prepare financial statements for each
f inancial year which give a true and fair view of the state of
affairs of the charity and of the incoming resources and
application of resources of the charity for that period. In
preparing these financial statements the trustees are required
to..
This report was approved by the trustees on 22 November 2023
and signed on their behalf by:
Select suitable accounting policies and then apply them
consistently..
Observe the methods and principles in the Charities SORP,.
Make judgments and accounting estimates that are
reasonable and prudent,. and
Prepare the financial statements on the going concern basis
unless it is inappropriate to presume that the charity will
continue in operation.
John Mallaghan
Trustee
Antony Sweet
Trustee
The trustees are responsible for keeping proper accounting
records that are sufficient to show and explain the charity'5
transactions and disclose with reasonable accuracy at any time

Independent Examiner's
report
I report to the charity trustees on my examination of the accounts The
Link Visiting Scheme for the period to 315t Marih 2023 Set out on
pages 37 to 43.
l.accounting records were not kept in respect of The Link Visiting
Scheme a5 required by 5eclion 386 01 the 2006 Act., or
2_the accounts do not accord with those records", or
3.the accounts do not comply with the accounting reouirements of
section 396 of the 2006 Act other than any requirement that the
accounts give a'true and fair view. which 15 not a matter considered a5
part of an independent examination,. or
4.the accounts have not been prepared in accordance with the methods
and principle5 of the Staternent of Recommended Practice for
accounting and reporting by charities lapplicable to charities preparing
their accounts in accordance with the Financial Reporring Standard
applicable in the UK and Republic of Ireland IFRS 1021.
Respective responsibilities of trustees and examiner
A5 the charity'5 Tru5tee5 of The Link Visiting Scheme land a150 It5
director5 for the purposes of company lawl you are responsible fo¥ the
preparation ol the accounts in accordance with the iequirements ol the
Cornpanie5 Act 20061'the 2006 Act'l.
Having satisfied myself that the accounts of The Link Visiting Scheme
are not required to be audited under Part 16 of the 2006 Acr and are
eligible lor independent examination, I report in respect of my
examination of your charity's accounts as cairied out undei section 145
of the Charities Act 2011 I'the 2011 Act'l. In carryin9 Out my
examination I have followed the Directions given by the Charity
Commission under section 14£lSllbl of the 2011 Act.
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in this report in
order to enable a proper understanding ol the accounts to be reached.
Independent examiner's statement
Since Link Visiting Scheme gross income exceeded £250,000 your
examiner must be a member of a body listed in section 145 of the 2011
Act. I Confirm that l am qualified to Ljndertake the examination because
l am a fellow member of the Association of Charity Independent
Examiners, which 15 one of the listed bodies.
I have completed my examination. I confirm that no matters have come
to my attention in connection with the examination giving me cause to
believe..
K Gomes MAAT FCIE
Independent Examiner5 Ltd
Unit 2,The Broadfields Business
Centre Delling Lane
Bosharn
P018 8NF
Si9ned:
Date: 06/12/2023

Reference and
administrative details
GOVERNING DOCUMENT
Delay or postpone need to enter residential care homes
Delay or postpone need for provision of care at home
Irnprove self-confidence and self-esteetll, 5UPPOrting independent
Memorandum and Articles of Association incorporated 18 August 2010.
OBJECTIVES AND ACTIVITIES
Our mission is outlined in the 'About us, section of the Impact Report
on pages I to 9. Over 1,000 Link Friends have benefited from otsr
services over since the charity was established. We aim to give their
lives more purpose and joy, enablin9 them to integrate into the
communily and build new, lasting friendships.
Improve volunteer social involvement and engagement
Indirectly support carers and statutory services.
OUR TRUSTEES
Mr john Mallaghan- Chairman (Appointed 16 June 20211
Mrs A. Gayle Manicom (Appointed June 20181
Ms Laura Mitchell (Appointed 9 December 20201
Mr Kuldip Athwal (Appointed 23 October 20221
Mr Antony Sweet (Appointed l April 20231
Mr Michael Robeits resigned as a trustee on 22 March 2023.
PRINCIPAL ACTIVITIES
The Company's principal activity is the provision of a beffiending
service for lonelyi isolated elderly people who benefit from a regulai
home visit from one of the Company's volunteers.
The Company assesses those clients that are reFerred to it from
doctors, families and other care agencies, then recruits, DBS checks
and trains volunteers from the Wokingham Borough and surrounding
area, and matches up a volLJnteer IBefrienderl and client ILink Friendl.
based on location, common interests and hobbies. A regular
programme of reassessment is also undertaken.
A trustee and a director of the company are the same. Appointments and
re51gnations of the above persons have been registered at Companies
House and with the Charity Commission as appropriate.
TRUSTEES. REPORT
The trustees confirm that the annual report and financial statements of
the Company comply with the Companies Act 2006, tho Charities Act
2011, the Charities Statement ol Recommended Practice IFRS 1021,
FRS102 the Financial Reporting Standard applicable In the UK and Republic
of Ireland and the Company's Memorandum of Association.
PUBLIC BENEFIT
All our activities focus on combattino social isolation in the Wokingham
Borough and surroundin9 area, and are Ljndertaken to further our
charitable purposes for the public benefit.
The outcomes that the Company aims to deliver through It5 service5 to
benefit individuals, our Communities. and the civic purse are to=
Improve activity and mobility for clients
Prevent depression and achieve improved mental health

OTHER INFORMATION
Link Visiting Scheme - a company limited by 9uaraniee and registered
in England and Wales
Reglstered charity nurnber.. 1139248
Company registration number.. 07349468
Registered off ice-. The Link Visiting Scheme, The Charity and
Community Hub, Wateiford House, Eiftstadt CouTt, Wokingham, RG40
2YF
Correspondence address." The Link Visiting Scheme. The Charify and
Community Hub, Waterford House, Erftstadt Court, Wokingham, RG40
2YF
Independent examiner.. K Gomes MAA T FCIE. Independent Examiner5
Ltd, Unit 2,The Broadfields Business Centre Delling Lane, Bosham,
P018 8NF
Company Secretary.. Mr Kuldip Athwal
Bankers.. The Co-operative Bank Plc, PO Box 200, Skelmersdale. WN8
6DG

FINANCIAL STATEMENTS
Thanks to the hard work and generosity of so many,
2022 was our most impactful year yet.
We were able to raise more money, grow our team,
expand our reach in the community and support even
more people in our community.

## **THE LINK VISITING SCHEME** 

## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023** 

|Notes<br>**Income and Endowments from:**<br>Donations and Legacies<br>2a<br>Charitable Activities<br>2b<br>Investments<br>2c<br>Funding for Other Charities<br>2a(1)<br>**TOTAL**<br>**Expenditure on:**<br>Direct Costs<br>3a<br>Charitable Activities<br>3b<br>Funding Transferred to Other Charities<br>3a(1)<br>**TOTAL**<br>**NET INCOME/(EXPENDITURE)**<br>**NET MOVEMENT IN FUNDS**<br>**RECONCILIATION OF FUNDS:**<br>Total Funds Brought Forward<br>**TOTAL FUNDS CARRIED FORWARD**|Unrestricted<br>Restricted<br>TOTAL<br>TOTAL<br>Funds<br>Funds<br>**2023**<br>**2022**<br>£<br>£<br>£<br>£<br>170,421<br>254,092<br>424,513<br>283,346<br>7,810<br>-<br>7,810<br>3,275<br>594<br>-<br>594<br>107<br>**178,825**<br>**254,092**<br>**432,917**<br>**286,728**<br>-<br>48,450<br>48,450<br>-<br>**178,825**<br>**302,542**<br>**481,367**<br>**286,728**<br>1,462<br>293,425<br>294,887<br>224,456<br>8,975<br>59,504<br>68,479<br>55,613<br>**10,437**<br>**352,929**<br>**363,366**<br>**280,069**<br>-<br>48,450<br>48,450<br>-<br>**10,437**<br>**401,379**<br>**411,816**<br>**280,069**<br>168,388<br>(98,837)<br>69,551<br>6,659<br>**168,388**<br>**(98,837)**<br>**69,551**<br>**6,659**<br>**253,673**<br>**119,052**<br>**372,725**<br>**366,066**<br>**422,061**<br>**20,215**<br>**442,276**<br>**372,725**|
|---|---|



All of the organisation's operations are classed as continuing. 

The notes on pages 39 to 43 form part of these financial statements. 

37 



## **THE LINK VISITING SCHEME** 

## **BALANCE SHEET** 

## **Company Registration Number :07349468 AS AT 31 March 2023** 

|**Note**<br>**Fixed Assets**<br>Tangible assets<br>8<br>**Current Assets**<br>Debtors<br>9<br>Cash at bank and in hand<br>10<br>**Total Current Assets**<br>**Creditors:**amounts falling due within one year<br>11<br>**NET CURRENT ASSETS**<br>**TOTAL ASSETS**less current liabilities<br>**NET ASSETS**<br>**Funds**<br>General Funds<br>5.3<br>Restricted Funds<br>5.4<br>Designated<br>5.3<br>**Total Funds**|Unrestricted<br>Restricted<br>**31-Mar-23 31-Mar-22**<br>Funds<br>Funds<br>**Total**<br>**Total**<br>£<br>£<br>**£**<br>**£**<br>-<br>-<br>-<br>-<br>326<br>-<br>326<br>8,832<br>442,542<br>20,215<br>462,757<br>366,849<br>**442,868**<br>**20,215**<br>**463,083**<br>**375,681**<br>20,807<br>-<br>20,807<br>2,957<br>422,061<br>20,215<br>442,276<br>372,725<br>**422,061**<br>**20,215**<br>**442,276**<br>**372,725**<br>**422,061**<br>**20,215**<br>**442,276**<br>**372,725**<br>272,061<br>-<br>272,061<br>103,673<br>-<br>20,215<br>20,215<br>119,052<br>150,000<br>-<br>150,000<br>150,000<br>**422,061**<br>**20,215**<br>**442,276**<br>**372,725**|
|---|---|



The company's financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. 

The Trustees consider that the company is entitled to exemption from the requirement to have an audit under the provisions of section 477 of the Companies Act 2006 ("the Act") and members have not required the company to obtain an audit for the year in question in accordance with section 476 of the Act. 

The Trustees acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements. 

The financial statements were approved and authorised for issue by the Trustees on 22nd November 2023 and signed on their behalf by: 

Print Name : ANTONY SWEET 

Signature: 

38 



## **THE LINK VISITING SCHEME** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023** 

## **1.ACCOUNTING POLICIES** 

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated. 

## **Statement of compliance** 

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). They also comply with the Companies Act 2006 and Charities Act 2011. 

## **Basis of preparation** 

The Link Visiting Scheme meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes. 

## **Going concern** 

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity. 

## **Income and endowments** 

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably. 

## **Donations and legacies** 

Donations are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation is subject to conditions that require a level of performance by the charity before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity and it is probable that these conditions will be fulfilled in the reporting period. 

Legacy gifts are recognised on a case by case basis following the grant of probate when the administrator/executor for the estate has communicated in writing both the amount and settlement date. In the event that the gift is in the form of an asset other than cash or a financial asset traded on a recognised stock exchange, recognition is subject to the value of the gift being reliably measurable with a degree of reasonable accuracy and the title to the asset having been transferred to the charity. 

## **Deferred income** 

Deferred income represents amounts received for future periods and is released to incoming resources in the period for which, it has been received. Such income is only deferred when: 

- The donor specifies that the grant or donation must only be used in future accounting periods; or 

- The donor has imposed conditions which must be met before the charity has unconditional entitlement. 

## **Gift aid** 

Incoming resources from tax reclaims are included in the Statement of Financial Activities at the same time as the gift to which they relate. 

## **Interest receivable** 

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited. 

## **Expenditure** 

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. 

## **Charitable activities** 

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary 

## **Taxation** 

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes. 

39 



## **THE LINK VISITING SCHEME** 

## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023** 

## **Tangible fixed assets** 

The company does not currently have any fixed assets. 

## **Debtors** 

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

## **Cash and cash equivalents** 

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value. 

## **Liabilities** 

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Liabilities are recognised at the amount that the company anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide. 

## **Pensions and other post retirement obligations** 

The charity operates a defined contribution pension scheme, which is a pension plan under which fixed contributions are paid into a pension fund and the charity has no legal or constructive obligation to pay further contributions, even if the fund does not hold sufficient assets to pay all employees the benefits relating to employee service in the current and prior periods. 

|**2. ANALYSIS OF INCOME**<br>**a) Donations and Legacies**<br>Donations<br>Grants<br>4<br>Other Income<br>**a1) Grant Funding for Other Charities**<br>Funding transferred to Other Charities<br>5<br>**b)  Charitable Activities**<br>Events<br>Fundraising<br>**c)  Investment Income**<br>Interest Received|Unrestricted<br>Restricted<br>TOTAL<br>TOTAL<br>Funds<br>Funds<br>**2023**<br>**2022**<br>£<br>£<br>£<br>£<br>48,141<br>**-**<br>48,141<br>42,541<br>121,804<br>254,092<br>375,896<br>240,805<br>476<br>**-**<br>476<br>-<br>170,421<br>254,092<br>424,513<br>283,346<br>-<br>48,450<br>48,450<br>-<br>**170,421**<br>**302,542**<br>**472,963**<br>**283,346**<br>3,522<br>**-**<br>3,522<br>2,828<br>4,288<br>**-**<br>4,288<br>447<br>**7,810**<br>**-**<br>**7,810**<br>**3,275**<br>594<br>**-**<br>594<br>107<br>**594**<br>**-**<br>**594**<br>**107**|
|---|---|



40 



## **THE LINK VISITING SCHEME** 

## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023** 

|**3. ANALYSIS OF EXPENDITURE**<br>Note<br>**a) Direct Costs**<br>Cost of Fund Generation - Fund Raising<br>Cost of Providing Charitable Activities<br>5.3<br>Staff Costs<br>6<br>**a1) Direct Costs**<br>Funding transferred to Other Charities<br>5<br>**b) Charitable Activities**<br>Note<br>Accountancy and Consultancy Fees<br>5.3<br>DBS Checks<br>5.3<br>Covid Related Costs<br>5.3<br>Independent examiner's fee<br>Insurance<br>Marketing costs<br>5.3<br>Office, Computer Equipment<br>Payroll Services<br>Post & stationery<br>5.3<br>Professional Memberships<br>Recruitment<br>Rent, Electricity & Cleaning<br>5.3<br>Social Events and Activities<br>5.3<br>Staff Training<br>5.3<br>Sundry Expenses<br>5.3<br>Telephone & IT Costs<br>5.3<br>Travel & subsistence<br>5.3<br>Volunteer Training/Expenses<br>5.3|Unrestricted<br>Restricted<br>TOTAL<br>TOTAL<br>Funds<br>Funds<br>**2023**<br>**2022**<br>£<br>£<br>£<br>£<br>1,462<br>**-**<br>1,462<br>100<br>-<br>16,701<br>16,701<br>12,245<br>-<br>276,724<br>276,724<br>212,111<br>**1,462**<br>**293,425**<br>**294,887**<br>**224,456**<br>-<br>48,450<br>48,450<br>-<br>**1,462**<br>**341,875**<br>**343,337**<br>**224,456**<br>Unrestricted<br>Restricted<br>TOTAL<br>TOTAL<br>Funds<br>Funds<br>**2023**<br>**2022**<br>£<br>£<br>£<br>£<br>3,940<br>9,600<br>13,540<br>9,696<br>-<br>728<br>728<br>578<br>-<br>-<br>-<br>1,647<br>2,040<br>-<br>2,040<br>3,939<br>1,527<br>-<br>1,527<br>3,190<br>-<br>4,692<br>4,692<br>6,081<br>-<br>-<br>-<br>1,500<br>313<br>-<br>313<br>312<br>-<br>7,667<br>7,667<br>6,519<br>219<br>-<br>219<br>210<br>299<br>-<br>299<br>175<br>-<br>5,434<br>5,434<br>4,933<br>-<br>3,447<br>3,447<br>-<br>-<br>1,495<br>1,495<br>991<br>637<br>350<br>987<br>-<br>-<br>18,894<br>18,894<br>13,324<br>-<br>6,232<br>6,232<br>1,653<br>-<br>965<br>965<br>865<br>**8,975**<br>**59,504**<br>**68,479**<br>**55,613**|
|---|---|



## **4. Income from Grants and Donations** 

We acknowledge and extend a heartfelt thanks to the following organisations who kindly supported The Link Visiting Scheme during the year ended March 2023 : 

Arborfield and Newland Parish Council Barkham Parish Council Charvil Parish Council Earley Town Council Finchampstead Parish Council Hurst Parish Council Shinfield Parish Council Sonning Parish Council Spencers Wood & Grazeley PCC Swallowfield Parish Council Wokingham Borough Council Winnersh Parish Council Wokingham Town Council Wokingham Without  Parish Council Woodley Town Council Wokingham United Charities 52 Lives Arnold Clark Community Fund Aviva Charity Foundation Barchester Charitable Foundation 

Berkshire Community Foundation Bucks Healthcare NHS Trust Easthampstead Rotary Club Edward Gostling Foundation Field Seymour Parkes Foundation Haines Hill Charitable Trust Hedley Foundation Invesco Cares Foundation Masonic Charitable Foundation McCarthy Stone Foundation Mobbs Memorial Trust Shanly Foundation Sir Jules Thorn Charitable Trust Syder Foundation The Englefield Charitable Trust The February Foundation The Morris Beneficent Fund The National Lottery Community Fund (Link to Nature) The Persimmon Charitable Foundation 

41 



**THE LINK VISITING SCHEME** 

## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023** 

|**5.1 Designated Funds**<br>**Current Year**<br>Designated Funds|Balance<br>General<br>Balance<br>1.4.22<br>Income<br>Expenditure<br>Transfer<br>31.3.23<br>£<br>£<br>£<br>£<br>£<br>150,000<br>-<br>-<br>-<br>150,000<br>150,000<br>-<br>-<br>-<br>150,000|
|---|---|



The Trustees have approved spend in the year ending March 2024 of £75,000 from the £150,000 designated fund bequeaths in 2017. Further funds may be approved for release during the year depending on progress on other projects. 

|General Funds<br>**Total Unrestricted**<br>**5.3 Restricted Funds**<br>_Restricted Funds_<br>Christmas<br>Core Activities<br>Friends for Ages<br>Community Kitchen<br>Friendship Groups<br>Link to Nature<br>Re-Integration<br>Pathway<br>Winter<br>Befriending<br>Computers<br>_Wokingham Borough Council_<br>Friendship Alliance<br>Active Minds<br>Keeping in Touch<br>**Total Funds 2023**<br>**Prior Year**<br>Designated Funds<br>General Funds<br>**Total Unrestricted**<br>**Restricted Funds**<br>**Total Funds 2022**<br>**5.2 General Funds**|Balance<br>General<br>Balance<br>1.4.22<br>Income<br>Expenditure<br>Transfer<br>31.3.23<br>£<br>£<br>£<br>£<br>£<br>103,673<br>178,825<br>10,437<br>-<br>272,061<br>103,673<br>178,825<br>10,437<br>-<br>272,061<br>**253,673**<br>**178,825**<br>**10,437**<br>**-**<br>**422,061**<br>Balance<br>General<br>Balance<br>1.4.22<br>Income<br>Expenditure<br>Transfer<br>31.3.23<br>£<br>£<br>£<br>£<br>£<br>5,793<br>19,000<br>19,704<br>-<br>5,089<br>4,748<br>500<br>18,138<br>12,890<br>-<br>2,890<br>-<br>(2,890)<br>-<br>9,885<br>7,619<br>4,984<br>(10,000)<br>2,520<br>9,588<br>4,800<br>13,188<br>-<br>1,200<br>13,931<br>19,175<br>24,503<br>-<br>8,603<br>-<br>10,031<br>10,031<br>-<br>-<br>7,500<br>1,400<br>8,900<br>-<br>-<br>-<br>3,500<br>3,500<br>-<br>-<br>-<br>10,148<br>7,345<br>-<br>2,803<br>-<br>2,632<br>2,632<br>-<br>-<br>54,335<br>78,805<br>112,925<br>-<br>20,215<br>63,918<br>167,504<br>231,422<br>-<br>-<br>799<br>20,233<br>21,032<br>-<br>-<br>-<br>36,000<br>36,000<br>-<br>-<br>64,717<br>223,737<br>288,454<br>-<br>-<br>**119,052**<br>**302,542**<br>**401,379**<br>**-**<br>**20,215**<br>**372,725**<br>**481,367**<br>**411,816**<br>**-**<br>**442,276**<br>Balance<br>General<br>Balance<br>1.4.21<br>Income<br>Expenditure<br>Transfer<br>31.3.22<br>£<br>£<br>£<br>£<br>£<br>150,000<br>-<br>-<br>-<br>150,000<br>122,422<br>138,412<br>157,161<br>-<br>103,673<br>272,422<br>138,412<br>157,161<br>-<br>253,673<br>93,643<br>148,317<br>122,908<br>-<br>119,052<br>**366,065**<br>**286,729**<br>**280,069**<br>-<br>**372,725**|
|---|---|



42 



## **THE LINK VISITING SCHEME** 

## **NOTES TO THE FINANCIAL STATEMENTS (continued)** 

## **FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023** 

|**6. STAFF COSTS AND NUMBERS**<br>Gross Wages and Salaries<br>Employer's National Insurance Costs<br>Pension Contributions<br>The average number of persons employed during the year was as follows:|**2023**<br>**2022**<br>£<br>£<br>254,351<br>196,371<br>16,892<br>11,377<br>5,481<br>4,363<br>276,724<br>212,111<br>12<br>9|
|---|---|



The average number of persons employed during the year was as follows: 

## **7. TRUSTEES' REMUNERATION AND EXPENSES** 

No trustee received any remuneration or fees in the current or preceding year. The daughter of the CEO received consultancy fees of £4,692 (2022: £6,081) for work in relation to website design, communications and marketing. 

## **8. TANGIBLE FIXED ASSETS** 

There are no tangible fixed assets. The Company expenses all individual capital items under £500 in the period of purchase. 

|**9. DEBTORS AND PREPAYMENTS**<br>Debtors<br>**10. CASH AT BANK AND IN HAND**<br>Cash at bank and on hand<br>Total|Unrestricted<br>Restricted<br>**Total**<br>**Total**<br>Fund<br>Fund<br>2023<br>2022<br>£<br>£<br>**£**<br>**£**<br>326<br>-<br>326<br>8,832<br>**326**<br>-<br>**326**<br>**8,832**<br>Unrestricted<br>Restricted<br>**2023**<br>**2022**<br>Fund<br>Fund<br>Total<br>£<br>£<br>£<br>£<br>£<br>442,542<br>20,215<br>462,757<br>366,849<br>442,542<br>20,215<br>462,757<br>366,849|
|---|---|



## **11. CREDITORS AND ACCRUALS: AMOUNTS FALLING DUE WITHIN ONE YEAR** 

|Creditors<br>Other Taxation and Social Security<br>Other Creditors|Unrestricted<br>Restricted<br>**Total**<br>**Total**<br>Fund<br>Fund<br>2023<br>2022<br>£<br>£<br>**£**<br>**£**<br>13,375<br>-<br>13,375<br>2,957<br>5,392<br>-<br>5,392<br>-<br>2,040<br>-<br>2,040<br>-<br>**20,807**<br>-<br>**20,807**<br>**2,957**|
|---|---|



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