OpenCharities

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

2023-03-31-accounts

Company registration number:

5903364 Charity number: 1141784

TRUSTEES' REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

Docusign Envelope ID.. FC81065C-528446F9-B918-A22F0497DEEF

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

CONTENTS

Page
Reference and administrative details of the Company, its Trustees and advisers 1
Trustees' report 2 - 12
Independent auditors' report on the financial statements 13 - 15
Statement of financial activities 16
Balance sheet 17
Statement of cash flows 18
Notes to the financial statements 19 - 32

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE COMPANY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2023

Trustees G A R Ball,Chair
H E Bradbury
A R Cooke
J A Hamblin
M A Matthews
P D Willson
D E Marshall(appointed 6 June 2023)
Company registered
number
5903364
Charity registered number
1141784
Registered office
184 Coombe Lane West
Kingston Upon Thames
Surrey
KT2 7EG
Chief Executive Officer
Finance Director
Director of Clinical
Services
Medical Director
D Marshall
C Twomey (up to May 2022)
N Shah (from May 2022)
G Welch
Mr P Willson
Independent auditors
Menzies LLP
Chartered Accountants
Magna House
18-32 London Road
Staines-Upon-Thames
TW18 4BP
Bankers
HSBC Bank plc
54 Clarence Street
Kingston Upon Thames
Surrey
KT1 1NS
Solicitors
Stone King LLP
Boundary House
91 Charterhouse Street
Clerkenwell
London
EC1M 6HR

Page 1

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2023

The Trustees are pleased to present their report and the audited accounts of the Company for the year ended 31 March 2023.

The Company has chosen, in accordance with section 414C(11) of the Companies Act 2006 (Strategic Report and Information required by Schedule 7 of the Large and Medium Sized Companies and Groups (Accounts and Reports) Regulation 2008. This includes information that would have been included in the business review and details of the principal risks and uncertainties.

The financial statements comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association and Accounting and Reporting Statement of Recommended Practice applicable in the UK and Republic of Ireland, FRS 102 (2019), as amended..

Principal activity and history

The Company, which is a registered charity, owns and operates The New Victoria Hospital, a private independent hospital in Kingston upon Thames, Surrey. The Company is wholly owned by another registered charity, The Victoria Foundation.

ny adopted new Articles of Association in March 2011 when it applied for registration as a charity and as a result it now shares the same objects as The Victoria Foundation, namely:

-health, particularly (without limitation) by providing, or assisting in the provision of, medical and surgical advice and treatment, medical and surgical equipment, and the training and education of medical, nursing, and para-

The New Victoria Hospital, located in Kingston upon Thames, has had a long and distinguished history as a voluntary and charitable institution. The original Victoria Hospital was established as a voluntary hospital in 1898 and, after serving the local population for 50 years, was incorporated into the National Health Service upon its creation in 1948.

As a result of popular demand, The New Victoria Hospital was constituted as a charity in 1951 to establish a new independent hospital with the same charitable aims as the original hospital. Coombe Manor, the original site of which is still occupied by the Hospital, was purchased in 1955 and the Hospital was opened in 1958.

The New Victoria Hospital continues to play a significant role in the local healthcare economy relieving pressure on local NHS facilities. In addition, the Hospital provides agreed free and heavily subsidised hospital services for local groups and explores new avenues in the provision of healthcare for public benefit.

recruitment and retention of excellent staff and consultants, supported by private medical insurers and competitive fixed price sel ~~f p~~ ay packages and significant investment in infrastructure and technology.

To provide outstanding treatment and individual patient care, delivered by the most dedicated professionals, whilst achieving our charitable and commercial objectives and retaining our independence. To be the hospital of choice.

the organisation:

Compassionate - Caring for patients and each other. Exceptional - We believe in nothing less than excellence. Ethical - We act with integrity and are committed to safety. Charitable - We support those in need.

Page 2

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Strategic Report

Achievements and performance

The Hospital has continued to provide excellent patient care, with average patient satisfaction scores of the highest ratings during 2022/23. In total 99.8% of patients rated their overall quality of care, nursing care and consultant care as excellent, very good or good whilst 99.0% would be likely or extremely likely to recommend the Hospital to family and friends.

Overall, the Hospital admitted 5,873 patients in the year, with the proportion of day cases to inpatients being 74%.

During the year the Hospital has enjoyed a growth in patient numbers especially outpatients largely vindicating the decision to expand our facilities. In addition, it has developed its relationship with Kingston Hospital NHS Foundation Trust to our mutual benefit. The impact of a full year of the Hospital operating its gender realignment (female to male) surgical contract

The Hospital has continued to raise its marketing profile during the year with local advertising, website improvements and engagement with consultants and GPs as well as through Hospital communications and events which have been well received.

l

and clinical targets, the Hospital has continued with the development of its Heads of Departments to enable them to meet the evolving working practices required. The Hospital has developed a five-year strategy, embracing its Vision and Values, aligned to six key pillars:

The Hospital surveys its staff which provides the opportunity for constructive feedback to ensure that the highest levels of engagement are maintained.

Financial review

The Trustees of The Victoria Foundation, the Parent,are fully committed to safeguarding the character and ethos of the Hospital for the benefit of patients, consultants,

the overdraft facility until December 2023, making the loans short term creditors. However, a further agreement was received in November 2023, granting continued support of the Hospital in the form of forbearance on the loans and the overdraft facility until November 2024.

Repayment of the loans, arrangement fees and accrued interest are due on 30 November 2024.

The Statement of Financial Activities on page 16 provides the detail of financial performance.

The Charity recognised incoming resources of £29.1m in the year (2022 - £25.1m), an increase of 16%.

Total resources expended were £29.6m (2022 - £25.2m).

Interest costs associated with the borrowings for its redevelopment, were £2,092,000 (2022 - £1,295,000) because of the fact that no bank loan interest was transferred to the costs of the building in the year.

Total net expenditure was £505,000 (2022: £93,000).

Page 5

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

advisors, valuing the Hospital at £40m. The Hospital has been valued at £54m when trading at full capacity.

Reserves and going concern

The movement in reserves in the year is set out in note 16 to the accounts. The total deficit on reserves at 31 March 2023 were (£33,902,000), (2022 - £ (33,397,000)).

The aim of the Trustees is to maintain cash and free reserves at a level sufficient to fund capital expenditure, meet liabilities as and when they fall due, and provide an appropriate level of risk protection in the event of an unforeseen emergency. -term projections prepared to support the refurbishment and redevelopment of the Hospital and presented to the Trustees.

HSBC continued to support the redevelopment of the Hospital which is now complete. In addition, they have provided an overdraft facility, now £1.0m, to support operational cash flow. Forbearance of loan repayments has been granted by the bank until November 2024 without affecting the term.

£10.98m had been drawn down against the HSBC Loan facility 1 of £17.5m by the end of the financial year (2022 - £10.98m) and £23.96m had been drawn down against the HSBC Loan facility 2 of £24.1m by the end of the financial year (2022 - £23.96m). Having reviewed and formally agreed the forecasts prepared in November 2023 and Facility documentation, for the continued funding, the Trustees believe, to the best of their knowledge, that the Hospital remains a going concern for the 12 months from the date of approval of the accounts. The Trustees are committed to the requirements in November 2024.

Clinical Review

The Hosp As such, it operated a robust integrated governance and risk programme which aimed to continually review and evaluate practice to improve the outcomes of care for patients and ensure the health, safety and wellbeing of staff, patients, and visitors.

These processes and outcomes were reviewed both internally and externally and the results used as validation of the services delivered and compliance with regulatory, legislative, and best practice requirements and guidance.

The Hospital introduced two new surgical procedures during the year:

The Pre-Operative Assessment team introduced an online patient health questionnaire service to improve efficiency and communication. In addition, an initiative to send all admission information to patients via email was introduced. This has reduced paper usage and postal costs, as well as improved the delivery of the information in a timely manner. The year has been an exciting one, successfully rebuilding private practice through the second and third waves of COVID-19.

Care Quality Commission (CQC)

The Hospital is registered with, and regulated by, the CQC and is required to meet the Fundamental Standards of Care 2014 outlined in the Health and Social Care Act 2008 (Regulated Activities) Regulations 2014. The CQC operate a risk-based approach to inspection and collaborate with other regulatory and professional bodies to identify areas of concern.

Several

quality improvement initiatives were implemented during the year.

An external provider (Elsiarc) carried out a review of the Paediatric Service, Medical Governance and how the Hospital undertakes Risk Management. All the reviews were positive wit review have been implemented.

Page 5

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

The CQC Relationship Manager continued to provide support to the Director of Clinical Services (DCS) who is the Registered Manager and the Integrated Governance and Risk Director (IGRD) when required.

Continued accreditation requires annual surveillance visits to assess on-going compliance and a 3 yearly inspection visit of all ISO and CHKS quality standards. The tri-annual inspection took place onsite on 23 February.

The Hospital was successful in its application and was awarded full accreditation. No further recommendations were made from this visit.

UK Health Security Agency (formerly Public Health, England)

The Hospital is required to report incidences of MRSA, MSSA, E. coli, Klebsiella and Pseudomonas bacteraemia and Clostridium Difficile infections monthly.

There were no MRSA, MSSA, E. coli, Pseudomonas bacteraemia and Clostridium Difficile infections reported in this year. The surgical site infection rate was 0.22% (0.46% in prior year).

Controlled Drug Local Intelligence network (CDLIN)

The Director o CDLIN regarding incidents, concerns and adverse events relating to CDs. No concerns were raised for this period.

Page 5

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Radiation Protection Advisor Review

Radiological policies, procedures, quality checks and activities are reviewed annually against Ionising Radiation Medical Exposure Regulation (IRMER).

The Radiation Protection Consultant (RPC) completed their annual external IRMER audit of the Hospital on 28 March 2023.

These included:

Quality Assurance (QA) of Computer Radiography (CR) reader Lead coat screening to be updated.

The required radiology audit schedules were up to date.

Some National Dose Levels for Computer Tomography (CT) have been changed and additionally new ones released, which were incorporated into the 2023 CT dose audit.

National Joint and Cosmetic Breast Registries

Hip, knee, and shoulder implant data was submitted to the NJR, and breast implant data submitted to the Cosmetic Breast Registry throughout the year. The Hospital received a commendation for the quality of data submitted to the NJR.

Pathology Services

The Hospital continued to outsource most pathology services to South West London Pathology (SWLP). A limited amount Pathology (RPP).

Medical Profession (Responsible Officer) Regulations 2010 and Revalidation

She provided support to consultants no longer working in the NHS regarding the requirements set out in the RO regulations, with particular regard to appraisal, 360° colleague and patient feedback, activity, and adverse outcome data.

Dr Girgis introduced the L2P appraisal system to manage the process electronically in January 2023, in line with NHSE guidance to move away from paper-based systems.

NHSE Specialist Commissioning

The female to male surgical pathway for transgender patients continued. The Gender Dysphoria Surgical Service (GDSS) team consolidated with two fulltime (FT) administrator posts and one FT Clinical Nurse Specialist (CNS) dedicated to managing the service. A second CNS was appointed in January 2023 to support the increasing activity. This team was supported by the Business Analysis Unit Manager and DCS.

their surgical journey.

Fortnightly Multidisciplinary Team (MDT) meetings commenced to ensure patients were being robustly reviewed and appropriate decisions made. In addition, a Morbidity and Mortality meeting took place once a month.

Monthly operational and governance meetings were held with NHSE.

Reported Clinical Incidents

The Hospital operates an online reporting system (Datix) which staff are encouraged to use to report all incidents and accidents. Staff receive incident reporting training on induction and attendance for an update is mandatory every three years.

Page 8

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Complaints

The Hospital takes complaints very seriously and adheres to the Independent Sector Complaints Adjudication Service (ISCAS) Code of Practice for Complaints Management, January 2022, and is a subscriber to the Independent Sector Complaints Adjudication Service.

All complaints were managed in accordance with the Complaints Policy which mirrors the ISCAS framework and learning outcomes shared as a part of the process.

Safeguarding Children and Vulnerable Adults

There were three safeguarding incidents raised by staff this year, two of which were formally reported.

Safeguarding training at Levels 1 & 2 continued as e-learning. Level 3 training continued face to face.

Quality Improvement Initiatives

The following initiatives were implemented:

Plans for future periods

The Hospital recognises its challenge to meet and exceed the forecasts that have been set and with a strong, stable Executive Management Team will be rising to the challenge to maximise revenue and embrace efficiencies and cost saving strategies that higher activity enables.

The Hospital continues to review its current portfolio of activity and explore new opportunities as well as increasing cardiac diagnostic, orthopaedic, gastroenterology, general surgery, gynaecology and urology services, and so attracting new consultants. The Hospital is keen to maximise its self-pay revenue streams with a competitive, transparent offering for patients which is supported by its finance product to assist patients with the payment of treatment.

The Hospital recognises the NHS requirement of having an Electronic Patient Record by 2024, and is in the process of finalising an agreement to upgrade its Hospital Information Systems, that will ensure it meets the digital transformation required by the NHS, as a provider of NHS & NHSE services.

independent hospital. The Hospital is committed to ensuring that this is maintained with increased capacity and higher activity levels. The patient journey is being reviewed considering the new facilities, reinforcing and challenging current practices to ensure that the Hospital continues to embrace best practice.

The Hospital recognises that excellent staff are its key asset and will continue to ensure that they provide a quality and safe service by providing adequate budgets for training and nursing revalidation support. In addition, partly as an action from staff survey feedback, the Hospital has reviewed its pay and benefits packages to ensure parity across the Hospital to remain competitive in attracting and retaining its staff.

Page 8

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Structure, Governance, and Management

Governing Document

s governing document is its Articles of Association. The Company adopted new Articles of Association in March 2011 when it applied for registration as a charity and shares the same objects as its parent, The Victoria Foundation, which are detailed on page 3.

Organisational structure

Trustees / Directors

The Trustees are also the Directors of the Charity for the purposes of company law and as such are responsible for thly, which some of the Executive Management Team attend. The Trustees review the financial and operational performance of the Hospital as well as clinical and financial governance and quality assurance programmes.

The Trustees of the Company who served during the year are:

G A R Ball H E Bradbury A R Cooke J A Hamblin M A Matthews Mr P Willson

Rotation, recruitment and appointment and induction of Trustees

The Trustees consider it essential that the Board is strong, well-balanced and effective, comprising members with the requisite professional skills and experience in healthcare or local services to properly represent users of the

potential candidates in other healthcare and local organisations. In order to maintain its exacting standards, the

The Trustees are responsible for ensuring that adequate segregation of duties is maintained across the structure and governance of the Hospital. To this endeavour the Trustees review its key posts and those defining the

An induction programme is provided to all new Trustees. They are advised of their responsibilities as Trustees and Directors, including their legal obligations under charity and company law and the Charity Commission guidance on activities, current financial performance and its plans for the future. All Trustees are encouraged to attend appropriate external training events where these will facilitate the undertaking of their role.

Page 12

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

The Trustees are responsible for the approval of the annual accounts, ensuring compliance with the Charities Act 2011, the Companies Act 2006 and the Memorandum and Articles of Association and Accounting and Reporting Statement of Recommended Practice applicable in the UK and Republic of Ireland, FRS 102 (2019), as amended. Company law requires the Trustees to prepare financial statements for each financial year which give a true and fair view.

In preparing those financial statements, the Trustees are required to:

FRS 102 (2019), as amended.

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the 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 Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the Trustees are aware:

Executive Management Team

The Trustees delegate the day-to-day management of the Hospital to the Chief Executive and the officers of the Company, being the Director of Clinical Services, Finance Director, Operations Director, Business Development Director, Integrated Governance Director, IT Direc Management Team (EMT) which meets twice a month. The EMT is supported by the Heads of Department who meet monthly.

Medical Advisory Committee

The Medical Advisory Committee comprises a chairperson, the Medical Director, consultants who have practising privileges at the Hospital, the Chief Executive, Director of Clinical Services and the Business Development Director. The Committee meets quarterly and is responsible for advising the Trustees on matters related to the management of medical practice and any regulatory obligations required. The purpose of the Committee is to:

Audit and Finance Committee

Page 12

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

The Audit and Finance Committee is a joint committee of both The Victoria Foundation and the New Victoria Hospital and comprises Trustees of both companies. The Chief Executive and Finance Director of the New Victoria Hospital are also members. The Committee meets four times a year and its purpose is to:

Risk Management

The Trustees have a duty to identify and review the risks to which the Charity is exposed and to ensure that appropriate controls are in place to provide reasonable assurance against fraud and error. The Trustees review annually the major strategic, business, and operational risks to which the Charity is exposed and the systems and procedures that have been established to manage or mitigate those risks. The Hospital holds a centralised, comprehensive risk register, which is regularly reviewed by the Trustees and through the governance structure in the Hospital.

The key risk identified is aligned to meeting the budget for 2023/24 and subsequent three year forecast agreed with HSBC. The Trustees and Executive Management Team are in continual discussion with HSBC regarding financial performance and funding of capital projects. The key risks associated are:

The Trustees and Executive Management Team regularly review the required management structures to ensure support for the Executive Management Team in the management of the Hospital. This will ensure that robust processes are in place, aligned to efficient staffing and cost management, to meet profitability against the forecasts and budgets set. The business development team has been enhanced to support the anticipated increases in

The Executive Management Team ensure that regular communications are made with the Trustees of the Hospital and those of The Victoria Foundation in addition to formal meetings to ensure all key decision makers are kept fully up to date on progress.

The Trustees have identified the following commercial and operational risks:

Loss of revenue from Private Medical Insurers (PMIs) is a key risk in ever changing market conditions and a reduced number of PMIs through acquisition and reduced corporate policies together with more aggressive pricing. The Hospital has a self-pay product and services which are aligned to Competition and Markets Authority requirements as well as additional revenue streams which enhance current activity and the opportunity to work more closely with the NHS and NHSE.

Loss of key consultants would have an adverse impact on r its forecasts. The Hospital continues to monitor activity and works closely with its consultants as well as actively seeking new consultants to meet its strategic objectives, keeps abreast of internal and external factors which may potentially affect practices. In addition, the Hospital is focussed on succession planning for those consultants who are mature in their careers.

Increased costs associated with external regulatory compliance has impacted results in the year and will continue to do so with Competition and Markets Authority requirements which include the Private Healthcare Information Network (PHIN) subscriptions and clinical coding to provide transparent and comparable data, helping to inform patient choice of hospital and patient information requirements because of the Montgomery legal case and Duty of Candour requirements.

There is a continuing requirement to increase the use of technology to support patient diagnosis and treatment with higher demands for IT support. Cyber threats and potential data loss is protected through robust

Page 12

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

security, data backup and disaster recovery plans. The Hospital has robust policies and procedures in place to monitor this and is accredited for its information management systems under ISO27001.

Auditors

Under section 487 (2) of the Companies Act 2006, Menzies LLP will be deemed to have been re-appointed 28 days after these financial statements were sent to members or 28 days after the latest date prescribed for filing the accounts with the registrar, whichever is the earliest.

The report of the Trustees, including the strategic report, was approved and signed on behalf of the Trustees on 15 December 2023.

................................................ Graham Ball

Executive Chairman

Page 12

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

Opinion

We have audited the financial statements of The New Victoria Hospital Limited (the 'charitable company') for the year ended 31 March 2023 which comprise the statement of financial activities, the balance sheet, the statement of cash flows and the related notes, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Material uncertainty related to going concern

We charitab

not modified in respect of this matter.

Other information

The other information comprises the information included in the annual report other than the financial statements and our auditors' report thereon. The Trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinion on other matters prescribed by the Companies Act 2006

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

Page 15

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

Matters on which we are required to report by exception

Except for the matter described in the basis for qualified opinion section of our report, in the light of our knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' report.

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

Responsibilities of trustees

As explained more fully in the trustees' responsibilities statement, the Trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditors' responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditors' report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

The charitable company is subject to laws and regulations that directly affect the financial statements including financial reporting legislation. We determined that the following laws and regulations were most significant including Charities Act 2011, Health and safety regulations, employment law, Care Quality Commission and other medical regulatory bodies. We assessed the extent of compliance with these laws and regulations as part of our procedures on the related financial statement items.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditors' report.

Page 15

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an auditors' report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and its members, as a body, for our audit work, for this report, or for the opinions we have formed.

Janice Matthews FCA (Senior statutory auditor) for and on behalf of

Menzies LLP

Chartered Accountants Statutory Auditor Magna House 18-32 London Road Staines-upon-Thames TW18 4BP

Date:

Page 15

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2023

Note
Income from:
Charitable activities
4
Total income
Expenditure on:
Charitable activities
5
Interest payable
6
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2023
£000
29,128
Total
funds
2023
£000
29,128
Total
funds
2022
£000
25,064
29,128 29,128 25,064
27,541
2,092
27,541
2,092
23,862
1,295
29,633 29,633 25,157
(505) (505) (93)
(33,397)
(505)
(33,397)
(505)
(33,304)
(93)
(33,902) (33,902) (33,397)

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 19 to 32 form part of these financial statements.

Page 16

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares) REGISTERED NUMBER: 5903364

BALANCE SHEET AS AT 31 MARCH 2023

Note
Fixed assets
Tangible assets
11
Current assets
Stocks
Debtors
12
Cash at bank and in hand
Creditors: amounts falling due within one year
13
Net current liabilities
Total assets less current liabilities
Creditors: amounts falling due after more than
one year
14
Total net assets
Charity funds
Restricted funds
16
Unrestricted funds
16
Total funds

728
1,894
1,794
2023
£000
27,121
27,121

740

2,335

455

3,530

(40,272)
(36,715)
(9,594)
(24,308)
(33,902)
-
(33,902)
(33,902)
2022
£000
27,771
27,771





(36,742)
4,416
(41,131)
(8,971)
(24,426)
(33,397)
-
(33,397)
(33,397)

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

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

David Marshall

John Hamblin Director

Director and Chief Executive

Date: 15 December 2023

The notes on pages 19 to 32 form part of these financial statements.

Page 17

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2023

Note
Cash flows from operating activities
Net cash used in operating activities
18
Cash flows from investing activities
Purchase of tangible fixed assets
11
Net cash used in investing activities
Cash flows from financing activities
Cash inflows from new borrowing
Repayments of finance leases
Interest paid on bank borrowings
6
Interest paid on intra group borrowings
6
Interest paid on finance lease borrowings
6
Net cash used in financing activities
Change in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the year
19
Cash and cash equivalents at the end of the year
19
The notes on pages 19 to 32 form part of these financial statements
2023
£000
4,026
2022
£000
2,687
(479)
(820)
(479) (820)
-
(116)
(1,886)
(200)
(6)
84

(157)

(1,167)

(100)

(29)
(2,208) (1,369)
1,339
455

498

(43)
1,794 455

Page 18

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

1. General information

The New Victoria Hospital Limited is a private company limited by shares incorporated in England and Wales and a registered charity. The address if the registered office is disclosed on the legal and administrative information page (page 1).

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

2. Accounting policies

2.1 Basis of preparation of financial statements

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

The New Victoria Hospital Limited 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.

2.2 Critical accounting estimates and areas of judgement

Estimates and judgments are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

The resulting accounting estimates and assumptions will, by definition, seldom equal the related actual results. In the opinion of the Trustees the main estimates and assumptions that may have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are in relation to the use of the going concern basis and valuation of fixed assets, both of which are noted below.

2.3 Going concern

During the financial period, the Charity had an excess of expenditure over income of £506k. At the year-end it had net total liabilities of £33,902k including bank borrowings of £34,939k. At the date of approving these financial statements, the Charity had increased its total bank borrowing facilities to £37,600k in order to fund the completion of the hospital redevelopment plan and to cover all working capital requirements.

The Trustees have prepared, reviewed and formally approved detailed trading and cash flow projections covering the period beyond 31st December 2024. The Trustees are committed to the business transformation plan integral to these projections, and to ensuring that adequate funding is in place to meet the Bank's requirement for loan repayment in full in November 2024, if necessary, through refinancing. Based on these projections and the bank facility documentation for the increased funding, the Trustees believe, to the best of their belief and knowledge, that the Charity remains a going concern for at least the period to 31st December 2024 and, accordingly, these financial statements have been prepared on the going concern basis.

Page 19

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

2. Accounting policies (continued)

2.4 Income

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

Voluntary income comprises donations, legacies, and income generated from fundraising activities.

Investment income includes rental income, the net income received from dividends, interest and realised and unrealised gains generated from investments, and interest received on loans and deposits.

Income from charitable activities represents the total value of charges made to patients and other customers for the provision of hospital services.

2.5 Fund accounting

Unrestricted funds are available to spend on activities that further any of the objects of the Charity.

Restricted funds are donations which the donor has specified are to be solely used for particular areas of the

2.6 Expenditure

Expenditure is recognised on an accruals basis and allocated to the appropriate activity and fund.

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

Costs of generating voluntary income include the net costs of fund-raising charitable events.

Expenditure on charitable activities comprise the costs of grant-funding activities and the provision of hospital services, and include both direct costs and the support costs incurred to enable those activities and services to be provided.

Support costs comprise the costs associated with the funding of grants and those incurred in the general, financial, and clinical management of the Hospital, which include the costs of its human resources, IT, and quality assurance functions as well as the cost of the general maintenance of its land and buildings.

Governance costs, which are disclosed separately in the Notes to the Accounts, comprise the costs incurred in the governance and general management of the Charity rather than in the provision of its charitable activities. Governance costs include audit fees, the cost of legal and other advice given to Trustees, and an

Costs of generating voluntary income include the net costs of fund-raising charitable events.

2.7 Leases

Assets held under finance leases and hire purchase agreements are recorded in the balance sheet as tangible fixed assets and are depreciated over the shorter of their estimated useful lives and the term of the agreement. Interest is charged to the profit and loss account in proportion to the balance of the obligations outstanding; and the capital element of future payments is included in creditors.

Rentals paid under operating leases are charged directly to income.

Page 20

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

2. Accounting policies (continued)

2.8 Tangible fixed assets and depreciation

Individual assets or groups of similar assets having a value of greater £1,000 and a useful economic life in excess of 1 year are treated as fixed assets. Assets with a value below £1,000 are fully written off in the year of acquisition. Assets are initially measured at purchase cost plus any associated costs in bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended including, for example, any site preparation, initial delivery, installation and testing costs.

Land and buildings includes borrowing costs directly attributable to the construction project at the Hospital. Borrowing costs are capitalised from the point at which expenditure begins on the build project and capitalisation ceases during the extended periods between the major phases in development and will cease completely upon final completion of the building works. Only borrowing costs from loans directly attributable to the project are treated in this way. Borrowing costs to cover general borrowing are not capitalised.

Following initial recognition, freehold land and buildings are carried at valuation. The Trustees of the Company deem that the property held by the Company is a specialised asset; assets of this type are usually only sold as part of the sale of a continuing business. As such, the land and buildings are valued on an income-generating basis. Revaluations are undertaken with sufficient regularity to ensure that the carrying value does not materially differ from the fair value at the end of each reporting period. Typically, this will be at least every 5 years. Gains or losses on revaluation are recorded on the SOFA in the year of revaluation.

Depreciation is charged on fixed assets on a systematic basis over the useful life of the assets. The policies adopted across different asset types are as follows:

2.9 Stocks

Stock, which comprises medical and other supplies used in the provision of services to patients, is valued at the lower of cost and net realisable value. The value of consignment stock, which is stock held at the Hospital where the supplier retains ownership until it is used and paid for by the Company, is not included in stock on the balance sheet.

2.10 Pay Policy for Senior Staff

who comprise the key management personnel of the Charity, are in charge of directing and controlling, running and operating the Hospital on a day-to-day basis.

All Trustees give of their time freely and no Trustee received remuneration in the year, with the exception of

The pay of the senior staff, including the Chief Executive, is reviewed annually and normally increased in accordance with average earnings. In view of the nature of the Charity, the Trustees benchmark against pay levels in other hospitals of a similar size. Annual pay review salary increases for Hospital staff, for the Executive Management Team (including the Chief Executive), including any bonus payments, are proposed to and agreed by the Audit and Finance Committee.

2.11 Pensions

The Company operates a defined contribution pension scheme and the pension charge represents the amounts payable by the Company to the fund in respect of the year.

Page 21

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

2. Accounting policies (continued)

2.12 Foreign currencies

Assets and liabilities in foreign currencies are translated into sterling at the rates of exchange ruling at the balance sheet date. Transactions in foreign currencies are translated into sterling at the rate of exchange ruling at the date of the transaction. Exchange differences are taken into account in arriving at the operating result.

3. Principal Activity and Income

The principal activity of the Company is the operation of the New Victoria Hospital, an independent acute hospital in Kingston upon Thames, Surrey. Income is attributable to the principal activity of the Company and arose wholly in the United Kingdom.

4. Income from charitable activities

Provision of hospital services Unrestricted
funds
2023
£000
29,128
Total
funds
2023
£000
29,128
Total
funds
2022
£000
25,064

Total 2022

25,064 25,064

Page 22

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

5. Analysis of expenditure by activities

Provision of Hospital Services
Total 2022
Analysis of direct costs
Activities
undertaken
directly
2023
£000
17,804
Support costs
2023
£000
9,737
Total
funds
2023
£000
27,541
Total
funds
2022
£000
23,862
15,077 8,785 23,862
Staff costs
Depreciation
Medical and other supplies
Contracted services
Other
Analysis of support cost
Staff costs
Depreciation
Legal fees
Contracted services
Other
Total
funds
2023
£000
7,415
523
4,472
5,388
6
Total
funds
2022
£000
7,075
164
3,599
4,199
40
17,804 15,077
Total
funds
2023
£000
5,214
610
31
1,778
2,104
Total
funds
2022
£000
4,698
545
-
1,457
2,085
9,737 8,785

Page 23

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

Included within support costs above are governance costs of £1,118k (2022: £986k).

6. Interest payable

Bank loans and overdrafts
Finance leases
Loan from parent undertakings
Total 2022
Unrestricted
funds
2023
£000
1,886
6
200
Total
funds
2023
£000
1,886
6
200
Total
funds
2022
£000
1,166
29
100
2,092 2,092 1,295
1,295 1,295

7. Auditor's remuneration

Fees payable to the Company's auditor for the audit of the Company's annual
accounts
Fees payable to the Company's auditor in respect of:
All non-audit services not included above
Staff costs
Wages and salaries
Social security costs
Contribution to defined contribution pension schemes
2023
£000
38
14
2022
£000

31
13
2023
£000
11,249
1,118
262
2022
£000

10,554

971
249
12,629 11,774

8. Staff costs

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

2023 2022

Page 26

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

Hospital - Senior Management
Hospital Services - Clinical
Hospital Services - Support Services
Hospital Services - Administrative
No.
9
129
51
51
No.

9

128

46

51
240 234

The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was:

2023 2022
No. No.
In the band £60,001 - £70,000 13 10
In the band £70,001 - £80,000 1 4
In the band £80,001 - £90,000 - 2
In the band £90,001 - £100,000 2 2
In the band £100,001 - £110,000 1 1
In the band £110,001 - £120,000 1 -
In the band £120,001 - £130,000 - 1
In the band £190,001 - £200,000 1 1

The aggregate of salaries paid to key management personnel was £961,562 (2022: £975,385).

9. Trustees' remuneration

Mr Ball served as Chief Executive of the Charity until 31 December 2018 when he became the Executive Chairman. His engagement was approved by the Charity Commission and is reviewed annually by the Trustees. Remuneration paid to Mr Ball in the year was £71,987 gross salary and £2,160 pension contribution totalling £74,147 (2022 - £72,692).

The other Trustees received no payment for their services during the year and were not reimbursed for any expenses.

10. Taxation

The New Victoria Hospital Limited is exempt from taxation in respect of income and capital gains to the extent that such income and gains are applied to exclusively charitable purposes.

Page 26

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

11. Tangible fixed assets

Cost or valuation
At 1 April 2022
Additions
At 31 March 2023
Depreciation
At 1 April 2022
Charge for the year
At 31 March 2023
Net book value
At 31 March 2023
At 31 March 2022
Freehold
property
£000
28,067
**124 **
Office
equipment
£000

3,806

**356 **
Total
£000

31,873

480
28,191 4,162 32,353
1,845
**488 **

2,257

**642 **

4,102

1,130
2,333 2,899 5,232
25,858 1,263 27,121
26,222 1,549 27,771

The net book value of equipment held under finance leases at 31 March 2023 was £39k (2022 - £137k). Its original cost was £636k (2022 - £748k) and the depreciation charged in the year was £91k (2022 - £106k). During the year, no new finance leases were contracted for.

valuing the Hospital at £40m which has not been recognised in the accounts. The Hospital has been valued at £54m when trading at full capacity.

Page 26

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

12. Debtors

Due within one year
Trade debtors
Other debtors
Prepayments and accrued income
2023
£000
1,158
178
558
2022
£000

1,994

90

251
1,894 2,335

Page 26

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

13. Creditors: Amounts falling due within one year

Bank loans
Trade creditors
Amounts owed to group undertakings
Other taxation and social security
Obligations under finance lease and hire purchase contracts
Accruals and deferred income
2023
£000
34,939
2,186
11
363
33
3,599
2022
£000

34,939

1,292

3

274

116

3,648
41,131 40,272

s acquisition of the Hospital to enable the repayment of its existing borrowings. The outstanding amount of the loan at 31 March 2023 was £10,981,000 (2022 - rate plus 2.7% per annum.

A second loan facility of £17.0 million was obtained in January 2014 in order to fund the planned redevelopment of the Hospital. This facility was increased by £6.5m to £23.5m to support the finalphase of the redevelopment and again to £24.1m in April 2019. At 31 March 2023 £23,958,000 (2022 - £23,958,000) had been drawn against this

In March 2017, HSBC granted forbearance on capital repayments on the initial loan and second loan following completion of phase 3 of the redevelopment. At 31 March 2020, an agreement was in place granting forbearance of both loans and the overdraft facility until December 2020, making the loans short term creditors. However, a further agreement was signed in December 2020, granting continued support of the Hospital in the form of forbearance on the loans and the overdraft facility until December 2021. Interest payments of both loans and overdraft facility were suspended from August 2018 until March 2020, reverting to monthly payment terms from April 2020. The arrangement fees for the increased facility have also been deferred until November 2024. Repayment of the loans, arrangement fees and accrued interest are due in November 2024.

The Charity is currently in breach of its banking covenants as a result of delays in the delivery of the new trading facilities. HSBC remain supportive of the Hospital and the redevelopment project. Testing of the covenants has been deferred until November 2024.

Page 27

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

14. Creditors: Amounts falling due after more than one year

Other loans
Net obligations under finance lease and hire purchase contracts
2023
£000
24,308
-
2022
£000

24,393
33
24,308 24,426

The loan from the parent undertaking of £24,308,000 comprises a loan from The Victoria Foundation on its operational cash flow requirements. The loan is sub-ordinated to the facilities provided by HSBC plc.The Trustees of The Victoria Foundation have agreed that interest charged and paid be limited to £200,000 per annum.

The loan is repayable on 28th January 2026.

15. Share Capital

Authorised 1,000 ordinary share of £1 each was £1,000 (2022:£1,000)

Called-up allotted and fully paid 100 ordinary shares of £1 each was £100 (2022: £100)

Page 28

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

16.
Statement of funds
Statement of funds - current year
Balance at 1
April 2022
£000
Unrestricted funds
General Funds
(33,397)
Statement of funds - prior year
Balance at
1 April 2021
£000
Unrestricted funds
General Funds
(33,304)
17.
Analysis of net assets between funds
Analysis of net assets between funds - current year
Tangible fixed assets
Current assets
Creditors due within one year
Creditors due in more than one year
Total
Balance at 1
April 2022
£000
(33,397)
Income
£000
29,128
Expenditure
£000
(29,633)
Balance at 31
March 2023
£000
(33,902)
Balance at
1 April 2021
£000
(33,304)
Income
£000
25,064
Expenditure
£000
(25,157)
Balance at
31 March
2022
£000
(33,397)
Unrestricted
funds
2023
£000
27,121
4,416
(41,131)
(24,308)
Total
funds
2023
£000
27,121
4,416
(41,131)
(24,308)
(33,902) (33,902)

Page 29

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

17. Analysis of net assets between funds (continued)

Analysis of net assets between funds - prior year

Unrestricted Unrestricted
Total
funds
funds
2022
2022
£000
£000
Tangible fixed assets 27,771 27,771
Current assets 3,530 3,530
Creditors due within one year (40,272) (40,272)
Creditors due in more than one year (24,426) (24,426)
Total
(33,397) (33,397)
18. Reconciliation of net movement in funds to net cash flow from operating activities
2023 2022
£000 £000
Net expenditure for the year (as per Statement of Financial Activities)
(5 (9
Adjustments for:
Depreciation charges 1,130
708
Loan interest paid and accrued 2,092
1,295
Decrease/(increase) in stocks 12
(208)
Decrease in debtors 441
494
Increase in creditors 941
491
Net cash provided by operating activities 4,111 2,687
19. Analysis of cash and cash equivalents
2023 2022
£000 £000
Cash in hand 1,794
455

Page 30

THE NEW VICTORIA HOSPITAL LIMITED

(A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

17. Analysis of net assets between funds (continued) Total cash and cash equivalents

----- Start of picture text -----
1,794 455
----- End of picture text -----

Page 30

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

20. Analysis of changes in net debt

Cash at bank and in hand
Debt due within 1 year
Debt due after 1 year
Finance leases
At 1 April
2022
£000
455
(34,939)
(24,392)
(149)
Cash flows
£000
1,339
-
84
116
At 31 March
2023
£000
1,794
(34,939)
(24,308)
(33)
(59,025) 1,539 (57,486)

21. Operating lease commitments

At 31 March 2023 the Company had commitments to make future minimum lease payments under non-cancellable operating leases as follows:

Not later than 1 year
Later than 1 year and not later than 5 years
2023
£000
120
52
2022
£000

85

33
172 118

The following lease payments have been recognised as an expense in the Statement of financial activities:

Operating lease rentals 2023
£000
206
2022
£000
129

22. Capital and other financial commitments

The Company has an overdraft facility of £1,000,000 (2022: £2,000,000).

Page 31

THE NEW VICTORIA HOSPITAL LIMITED (A company limited by shares)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

23. Trustees interests in contracts and related party transactions

Four Trustees serve as Trustees for both the Victoria Foundation and the New Victoria Hospital: Mr G A R Ball, Mr J A Hamblin, Mr M A Matthews and Mr A R Cooke.

Mr Ball is a director and shareholder of Control Account Plc, a company which provides specialist debt collection services to hospitals and which provided £7,477 of services to the Hospital during the year (2022 - £9,816). At 31 March 2023, the company owed Control Account Plc £Nil (2022 - £Nil).

Mr Curtis, Dr A Ravalia and Mr Willson, who have all held the position of Medical Director at the Hospital, are also consultants with practising privileges at the Hospital. As consultant surgeons, they act as independent contractors and not as agents of the Hospital and as such do not provide services to the Hospital. They also use the medical facilities, which are made available to all consultants who use the Hospital including the hire of consulting rooms on a sessional basis. The Hospital provides these facilities to them on the same commercial terms as to other consultants.

Mr Willson was appointed Medical Director in July 2020 and is now a member of the Executive Management Team at the Hospital.

24. Controlling party

controlling party is The Victoria Foundation, a company limited by guarantee and a Richmond-upon-Thames, Surrey, TW10 6DG and its registered charity number is 292841 and company number is 01946612. The principle activities of the entity are the funding of charitable healthcare activities through grants and the operation of its wholly owned subsidiary, The New Victoria Hospital Limited.

Page 32