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2025-03-31-accounts

Charity number: 1142334 Company number: 07522878

BERKSHIRE FAMILY MEDIATION ( A company limited by guarantee)

Financial Statements

Year ended 31 March 2025

Restricted

BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Annual Report and Financial Statements for the year ended 31 March 2025

Contents Page Legal and Administrative 1 Report of the Management Committee 2 - 5 Independent Examiner’s report 6 Statement of financial activities 7 Balance sheet 8 Notes to the financial statements 9 - 14

BERKSHIRE FAMILY MEDIATION

A company limited by guarantee

LEGAL AND ADMINISTRATIVE INFORMATION

Charity Name: Berkshire Family Mediation Charity registration number: 1142334 Company registration number: 07522878 Principal & Registered Office: The Reading Health Centre, 61 Castle Street Reading Berkshire, RG1 7SN

Key management personnel:

Management Committee: Sally Wood Director Alan Meechan Trustee Aideen Mattimore Trustee Catherine Gray Trustee (resigned 28.11.2025) Richard Palmer Trustee Sarah Bridget Benfield Trustee Luke Chesire Trustee (appointed 23.07.2025) Bankers:

Lloyds TSB Plc 1 Market Place Reading Berkshire

Independent Examiner:

Patrick Walsh

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Report of the Management Committee for the year ended 31 March 2025

The Management Committee present their report and the financial statements for the year ended 31 March 2025.

Governing Document

The organisation is a charitable company limited by guarantee, incorporated on 9 February 2011, registered as a charity on 9 June 2011. The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association. In the event of the company being wound up members are required to contribute an amount not exceeding £10.

Objects

The objects of the charity are to provide assistance through mediation for couples going through separation and divorce or couples who are separating and have unresolved matters to be settled. These matters can relate to property and financial issues and to parenting issues such as where children will live and the time they spend with each parent.

Organisation

Berkshire Family Mediation (BFM) has a Management Committee made up of the Trustees and Directors of the company. Additional members, who will not necessarily be Directors, attend Management Committee meetings in an advisory capacity.

It is proposed that the Management Committee will meet quarterly.

The Chairperson will be responsible for ensuring that the charity delivers the services specified and that key performance indicators are met. The Service Lead has responsibility for the dayto-day management of the charity.

Sally Wood, a local solicitor and specialist Family Practitioner, took over as Chairperson in January 2021. Sally Wood has significant experience in mediation, the Family Court and relevant legal processes, which will assist with furthering the aims of Berkshire Family Mediation.

Activities and Achievements

The small team of very dedicated mediators continue to operate from their office in Castle Street Reading. Volume of enquiries remains good. The total number of Mediation, Information and Assessment Meetings (MIAMS) was down by 9% compared with the previous year. This was in part due to two of the Mediators leaving the service at the end of 2024 due to personal circumstances. However, the number of successful joint mediation outcomes was 19% higher than the previous year and 21% over the set target. It is considered that these results are supported by the ongoing £500 Family Mediation Voucher scheme. In this respect Legal Aid income has been sustained and increased with voucher scheme. The Charities target of Legal Aid funded MIAMs is 34%. At the end of the year the target was exceeded with 46% of MIAMs being from Legal Aid funded clients.

The loss of two Mediators was undoubtedly a setback for the service. However, during the year two trainee Mediators joined BFM and are working their way towards accreditation. A plan is in place to recruit two fully accredited mediators during 2025. Looking further ahead it is hoped that the number of full time BFM mediators will increase in order to meet the undoubted demand from couples in Berkshire.

BFM is subject to the Legal Aid Agency contract manager’s annual review. In this respect BFM continues to meet all of the service levels required and has ben successful in continuing to maintain a Legal Aid Agency Contract to deliver Mediation.

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Financial Review and Policies

The main sources of income during the year were fees from mediators and, where eligibility came into play, via Legal Aid funding.

The main items of expenditure were Office rental space, secure IT systems, telephone, PPC cost & Managers’ fees, insurance, and Independent Examiner's Fee.

The business model adopted by BFM aims to reduce the overheads of personnel from BFM and for BFM to become a service provider to self-employed mediators, and the trustees and other members of the Management Committee continue to monitor the results and workings of this model. The new model has resulted in the contracted Mediators receiving a higher level of income from clients with the Charity only taking fees to cover items of expenditure to cover ongoing costs as well as maintaining a reserve to safeguard the future going concern of the charitable Company and meet some of its charitable aims. This change of income for BFM is reflected in the financial statements with a considerable reduction in income to the charity as expected and planned. The charity, BFM, will maintain a surplus of funds sufficient to meet its obligations as a not-for-profit organisation and continue to deliver a mediation service.

The Management Committee is aware of the Charity Code of Governance and its principles, and how they affect the Charity.

Public Benefit

In planning the activities of the charity, the trustees have given due consideration to Charity Commission published guidance on the operation of the Public Benefit requirement.

The primary aim of family mediation is to help couples involved in the process of separation and divorce, to reach agreements or reduce the area of intensity of conflict between them, especially in disputes concerning children and family property/finance matters.

In the short term, the objective of mediation is to help parents/ex-partners to reach a workable settlement which takes account of the needs of the children and adults involved.

The longer-term objective is to help both participants:

The service is able to offer appointments in Reading and Newbury to cover the communities of Reading, West Berkshire, Wokingham and Bracknell and has extended its reach into parts of Oxfordshire. In addition, the organisation will continue to offer remote appointments via Zoom thereby extending services to wider parts of the country. Referrals from Court can be dealt with quickly and efficiently. Clients can refer themselves for services. Referrals are also taken from solicitors. Clients outside of this area are welcome if they wish to meet in Reading or Newbury.

The service offers a cheaper and quicker way of resolving disputes and is an alternative to protracted and costly legal proceedings. Since April 2012, when public funding for legal advice in private law cases ended, the provision of non-court dispute resolution services has been vital for families unable to afford legal advice. Legal aid is still available for mediation so, for clients on a low income who qualify for legal aid, the Charity through the legal aid contract it holds can offer mediation free of fees.

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Reserves Policy and Going Concern

The trustees have examined the charity’s requirements for reserves in light of the main risks to the organisation. It has established a policy whereby the unrestricted funds not committed or invested held by the charity should be between six and nine months’ normal charity expenditure.

The trustees are committed to the new business model established in September 2022 and will ensure that sufficient funds will be maintained to cover net outgoings, at the current rate, for the foreseeable future, and in particular for a period of at least twelve months from the date the financial statements for the year ended 31 March 2025 and are approved by the Directors.

Management Committee Induction and Training

The Management Committee has been chosen from people who have qualifications and experience that will be of assistance in managing and running the charity. Additional training could be available should the Management Committee require it.

Plans for Future Periods

The current business model is working well although there has been a change from last year. Initial enquiries are now taken by the administration manager who also allocates client to Mediators diaries on an agreed term. It is expected that this arrangement will continue. Also, many clients are now opting to have virtual meetings for example by ‘Zoom’ or’ Teams’. The BFM mediators have been provided with the necessary equipment and software to facilitate this service, and it is expected to continue as long as clients wish.

It is anticipated that a review and update of our website is required. The Management Committee will start work on this plan next year considering the recent advances in software programmes which are now more readily available, especially for small organisations.

Responsibilities of the Management Committee

The Management Committee is responsible for preparing the management committee’s annual report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice.)

Company law requires the Management Committee to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure for that period. In preparing those financial statements the Management Committee is required to:

The Management Committee is responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company to enable them to ensure that the financial statements comply with the Companies Act 2006.

They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Charity operates an online accounting system through ‘Xero’ which provides Financial Accounting Software and Online Bookkeeping. This system allows accounting integrity with improved reporting functions and is accepted by the Charities Auditors.

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

In so far as the Management Committee is aware:

The Management Committee is responsible for the maintenance and integrity of the corporate and financial information included on the charitable company’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislations in other jurisdictions.

Tax Status

The company is a registered charity. It has no liability to corporation tax on any of its sources of income or any chargeable gains realised to date, to the extent that it is applied to its charitable objectives. No tax charges have arisen.

Risk Management

The Management Committee has conducted a review of the major risks to which the charity is exposed as part of the review of the business plan and business model undertaken in January 2022. Risks to which the charity may be exposed are routinely raised and discussed during committee meetings and plans to minimise these risks are recorded in the minutes of those meetings.

A trading report is produced monthly for discussion at monthly team meetings and at quarterly management committee meetings, and a full review of finances is conducted six monthly which offers an opportunity to implement wider changes to increase revenue from mediators if a shortfall is identified.

Independent Examiners

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by the Management Committee on 22 December 2025 and signed on its behalf by:

Sally Wood

............................................................

Sally Wood Director on behalf of the Management Committee

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF BERKSHIRE FAMILY MEDIATION

I report to the charity’s Trustees on the accounts of the company for the year ended 31 March 2025, which are set out on pages 7 to 14.

Responsibilities and basis for report

As the charity’s trustees of the Company (and also its directors for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of your charity’s accounts as carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

I have completed my examination and I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in accordance with Section 130 of the Charities Act; or

  2. the accounts do not accord with the accounting records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

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 of the accounts to be reached.

Patrick Walsh, FC

Patrick Walsh FCA

Date:21/12/25

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Statement of Financial Activities (Incorporating the Income and Expenditure Account) For the year ended 31 March 2025

Notes Total Unrestricted Funds Total Unrestricted Funds
2025 2024
£ £
Income
Activities in furtherance of
the charity’s objectives
Donations and Legacies 2 661 1,706
Charitable Activities 3 71,117
64,868
Total income 71,779 66,574
Expenditure
Charitable Expenditure
Direct Costs 4
66,090 63,060
Total expenditure 66,090 63,060
Net Income 5,689 3,514
Fund balances brought forward
on 1 April 2024 28,541
25,027
Total funds carried forward
at 31 March 2025 34,230 28,541

The statement of financial activities relates to continuing operations.

The charitable company has no recognised gains or losses other than the net movement in funds for the year.

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Balance Sheet as of 31 March 2025

Total Funds
Notes 2025 2024
£ £
Fixed assets 5 3,136 3,064
Current assets
Debtors 6
30,878 31,652
Cash at Bank 19,893 14,146
Cash in Hand 183 183
50,955 45,981
Creditors amounts
falling due within 1 year 7
5,129 4,909
Net Current assets 45,826 41,072
Total net assets 48,962 44,135
Represented by –
Unrestricted funds 48,962 44,135

The Management Committee are satisfied that the charitable company is entitled to exemption from the provisions of the Companies Act 2006 (the Act) relating to the audit of the financial statements for the year by virtue of section 477, and that no member or members have requested an audit pursuant to section 476 of the Act.

The Management Committee acknowledge their responsibilities for:

(i) ensuring that the charitable company keeps adequate accounting records which comply with section 386 of the Act, and

(ii) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of the financial year and of its results for the financial year in accordance with the requirements of sections 394 and 395, and which otherwise comply with the requirements of the Act relating to financial statements, so far as applicable to the charitable company.

These financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

These financial statements were approved by the Management Committee on 22 December 2025.

Director Secretary Sally Wood Sally Wood Raza Rehman

The notes on pages 9 to 14 form part of these financial statements

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Notes to the Financial Statements For the year ended 31 March 2025

1 ACCOUNTING POLICIES

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

a) General Information

Berkshire Family Mediation is a registered charity, number 1142334, a charitable company limited by guarantee, number 07522878, incorporated in England and Wales.

The address of the charity’s registered office is The Reading Health Centre, 61 Castle Street, Reading, RG1 7SN.

The financial statements are prepared in pounds sterling and are rounded to the nearest pound.

b) Basis of Preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2015) – (Charities SORP (FRS102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Companies Act 2006.

Berkshire Family Mediation meet 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.

A separate income and expenditure account has not been prepared as the information required by the Companies Act 2006 is given in the Statement of Financial Activities and in the notes of the financial statements.

c) Going Concern

The financial statements have been prepared on a going concern basis which the Management Committee consider to be appropriate for the following reasons.

The Management Committee has prepared cash flow forecasts which indicate that, taking into account reasonably possible downsides, the company will have sufficient funds to meet its liabilities as they fall due.

Consequently, and after making enquiries, the Management Committee have a reasonable expectation that the charity has adequate resources to continue its activities for the foreseeable future. Accordingly, they continue to adopt the going concern basis in preparing the financial statements as outlined in the Statement of Management Committees’ Responsibilities.

d) Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the items have been met, it is probable that the income will be received, there is little doubt the income will be received, and the amount can be reliably measured.

Income received in advance or provision of other specified service; it is deferred until the criteria for income recognition are met.

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Notes to the Financial Statement For the year ended 31 March 2025

Income from the Legal Services Commission is subject to retrospective audit and adjustments can be made subsequently.

e) Fund Accounting

Non restricted funds are available to spend on activities that further any of the purposes of the Charity. Designated funds are non-restricted funds of the Charity which the Trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the work of the Charity.

f) Expenditure and VAT

Expenditure is included on an accrual’s basis. All costs are considered to be direct charitable costs except the Governance costs which relate to the running of the charity.

g) Tangible Fixed Assets

Expenditure on computer equipment and specialist software has been capitalised and shown on the Balance Sheet as a Fixed asset and is being depreciated over 36 months. The capitalisation policy is that only items above £1,000 are capitalised and that other tangible fixed assets are charged to the Statement of Financial Activities in the year in which it is incurred.

h) Debtors

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

i) Cash at Bank and in hand

Cash at bank and cash in hand includes cash and any deposit or similar account.

j) Creditors and Provisions

Creditors and provisions are recognised where the Charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably.

k) Financial Instruments

The Charity has only financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

l) Pensions

There are no current or contingent liabilities attached to the provision Pensions during this period.

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Notes to the Financial Statement For the year ended 31 March 2025

m) Judgements and Estimates

In the application of the charity's accounting policies, the directors are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period, or in the period of the revision and future periods if the revision affects both current and future periods.

There were no judgement or material estimation uncertainties affecting the reported financial performance in the current or prior year.

2 GRANTS AND DONATIONS RECEIVED
2025 2025
£ £
Donated Services:
Donations
661 1,706
3 INCOMES FROM CHARITABLE ACTIVITIES
2025 2024
£ £
Non-Restricted Income:
Legal Services Commission 38,453 37,589
Income from Mediation Activities 32,162 27,167
Other Income
112 112
71,117 64,868

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Notes to the Financial Statements For the year ended 31 March 2025

4 EXPENDITURES

2025 2024
£ £
Rent 14,100 13,430
Mediator's Allowances 23,933 22,403
Telephone and Postage 850 1,162
Office expenses 2,213 5,396
Advertising 169 189
Management and Supervision 12,843 16,099
Bank charges 92 84
Insurance and Affiliations 620 1,000
Independent Examiner's Fee
647
600
Administration and Sundry Costs 5,065 2,697
Salaries 5,559 -
Depreciation - -
66,090 63,060

5 FIXED ASSETS

Computer
Equipment Software
Total
(£) (£) (£)
Cost At 1 April 2024 15,512 10,567 26,078
Additions 71 - 71
At 31 March 2025 15,583 10,567 26,149
Depreciation At 1 April 2024 12,463 10,550 23,013
Charge for Year
- - -
At 31 March 2025 12,463 10,550 23,013
Net Book Value At 1 April 2024 3,047 17 3,064
At 31 March 2025 3,120 17 3,137
6 DEBTORS
2025 2024
£ £
Receivables from third parties 16 900
Due from Legal Services Commission 7,686 6,249
Prepaid Expenses 1,025 2,057
Short-term Investment 22,064 22,359
Rent Deposit 88 88
30,878
31,652

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BERKSHIRE FAMILY MEDIATION A company limited by guarantee

Notes to the Financial Statements For the year ended 31 March 2025

7 CREDITORS

7 CREDITORS
2025 2024
£ £
Other taxes and social security 2,032 2,224
Creditors and accruals 3,097 2,686
5,129 4,910

8 RELATED PARTY TRANSACTIONS

No members of the Management Committee were in receipt of a salary during the year ended 31 March 2025. Two members of the Management Committee are also qualified mediators and were paid for their services during the current year.

2025 2024
£ £
Aideen Mattimore Fees 11,641 12,986
Catherine Gray Fees 12,667 14,608

A change in BFM’s operating model has removed the element of rent charged to the mediators. Instead, a one-off monthly membership fee is charged to all mediators together with a fee per private MIAM. The two members of the Management Committee were also charged the following:

2025 2024
£ £
Aideen Mattimore Fees 11,960 7,855
Catherine Gray Fees 11,005 7,390

9 ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted Restricted Total
2025
£ £ £
Fixed assets 3,136 - 3,136
Current assets 50,955 - 50,955
Current liabilities
(5,129) - (5,129)
48,962 - 48,962
Unrestricted Restricted Total
2024
£ £ £
Fixed assets 3,064 - 3,064
Current assets 45,981 - 45,981
Current liabilities
(4,910) - (4,910)
44,135 - 44,135

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BERKSHIRE FAMILY MEDIATION

A company limited by guarantee

Notes to the Financial Statements For the year ended 31 March 2025

10 OPERATING LEASE COMMITMENTS

As of 31 March 2025, The Company has the following future minimum lease payments under non-cancellable operating leases as follows:

2025 2024
£ £
Less than one year
13,200 12,000
Between one and five years
22,000 -
More than five years
-

-

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