CITIZENS AOVICE TANDRIDGE DISTRICT
IA company limited by guarantee)
ANNUAL REPORT AND ACCOUNTS
for the year ended 31 MARCH 2024
Page
Legal and administrative information
Report of the Trustees
Statement of Financial Activities
Balance Sheet
Notes to the Accounts
10
Report of the Independent Examiner
11

CITIZENS ADVICE TANDRIDGE DISTRICT
IA company limited by guarantee)
LEGAL AND ADMINISTRATIVE INFORMATION
ADDRESS
First Floor, Caterham Valley Library
Stafford Road. Caterham
Surrey
CR3 6JG
CHARITY NUMBER
1146060
COMPANY NUMBER
07889451
PRESIDENT
Elizabeth Woodhead
TRUSTEE BOARD
Trustees
Chairperson
Chairperson
Treasurer
Treasurer
Dr Sangeeta Ahuja (to 25 January 20241
Richard Fitzpatrick (from 25 January 2024}
Richard Fitzpatrick Ito 25 January 2024)
Julie Constable Ifrom 25 January 20241
John Bowers
Sue Greenland (to 31 December 20231
Sandra Vegeri5
Catriona Aleppo
James Mccaffrey
Observers
Tandridge District Council Alun Jones
Tandridge District Council Robin Bloore (to 25 April 20231
Tandridge District Council Charlotte Swan Ito 25 April 20231
Tandrldge District Council Carole North (from 04 July 2023)
Tandridge District Council Peter Damesick Ifrom 04 July 20231
Bureau representatives
CEO
Volunteer Adviser
Volunteer Adviser
Sarah Henke-monti
Richard Payne (to 03 Ortober 20231
Fiona Smith (to 03 October 2023}
BANKERS
Charitles Ald Foundation ICAFBank)
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME194JQ
INDEPENDENT EXAMINER
Tony Martin
Stonecroft, Quarry Close
Oxted
5urrey
RH8 9HG

CITIZENS ADVICE TANDRIDGE DISTRICT
IA company limited by guarantee)
REPORT OF THE TRUSTEES
The Trustees, who are also Directors for the purposes of Company Law, present their annual report
together with the financial statement5 for the company for the year ended 31 March 2024.
STRucfuRE, GOVERNANCE AND MANAGEMENr
Citizens Advice Tandridge District (the company) is a registered charity and a company limited by
guarantee. The company was incorporated on 21 December 2011. The company is a membership
organisation with the rnaximum liability of each member being £1. The Articles of Association govern the
company. The company is managed by the Trustee Board which consist5 of a minimum three and
maximum twelve trustees who meet at least four times a year. Day-to-day operational management is
delegated to the Chief Executive Officer.
The company is a member of the National Association of Cltizens Advice Bureaux which provides
framework for standards of advice and casework management as well as monitoring progress against
these standards.
As noted in the Report of the Trustees for the year ended 31 March 2023. Citizens Advice Tandridge
District was formed on l April 2022 by the merger of The Caterham and Warlingham Citizens Advice
Bureau and The Oxted & District Citizens Advice Bureau.
Related parties
The charity co-operate5 and liaises with several other advisory services, local charities and social services
departments on behalf of clients. Where one of the trustees holds the position of trustee/director of
another charity. they may be involved in discussions regarding that other charity, but not in the ultimate
decision-making process.
Rlsk Management
The Board of Trustees are responsible for ensuring Citizens Advice Tandridge District has the systems and
the means to provide reasonable 355urance against inherent risk5. A risk register covering governance,
operational. financial, compliance and external risks is regularly reviewed at each Trustee Board meetin8.
OBJEcfivES AND ACTIVITIES
Objectlves
The company exists to promote any charitable purpose forthe public benefit by the advancement of
education, the protection and preservation of health and the relief of poverty, sickness and distress in
particular, but without limitations, for the benefit of the community in Tandridge District Council and
surrounding areas.
The company aims to provide free, confidential, impartial and independent advice and information forthe
benefit of the local community and to positively influence the development of research and campaigns
activity to ensure individuals do not suffer through a lack of knowledge or an inability to express their
needs effectively.
We value diversity, promote equality and challenge discrimination.

CITIZENS ADVICE TANDRIDGE DISTRICT
IA company limited by guara nteel
Ensuring our work dellvers our aims
We review our aims, objectives. and activities each year. The annual review seeks to examlne our
achievements and outcome, together with the success of individual key projects and the benefits that have
been born from them. In carrying out the review we are ensuring that that our aims, objective5 and
activities are in line with our stated purpose.
How our activities dellver publlc benefit
The trustees have paid due regard to the Charity Commission's guidance on public benefit in deciding the
artivities undertaken by the charity during the year. Our main activities and who we try to help are
described below. All our charitable activities focus on providing the advice people need for the problems
they face and are undertaken specifically to provide public benefit. The trustee5 are satisfied that the
information provided In the report and accounts meets the public benefit reporting requirements.
ACHIEVEMENTS AND PERFORMANCE
The cost-of-living crisis ha5 driven unprecedented demand for our services. The soaring energy prices,
increases in interest rates, mortgage and rental costs have meant that we're seeing more people with
urgent and complex problems and it'5 getting harder for us to find 501utions for people.
We have built on the changes we made as we responded to the pandemic and our merger. adapting and
aligning ou r services to support as many people as possible while still giving one to one, and often much
needed face to face advice.
We've helped record numbers of people in crisis, this year we saw a 153% rise in applications for food
vouchers and emer8ency charitable support and a staggering 302% rise in people comingto us for help
with problems around utilities and fuel povertv.
With spirallin8 Costs and shortfalls in income. more people are coming to us for support with debt, with
their Income unable to cover essential costs like food, housing and heating.
Dellvery
The main areas of charitable activity are:
the provision of general advice and information services
the provision of specialist advice and casework services in the debt and housing and welfare
benefits categories of social welfare law.
Throughout the year we have continued to offer Advice and Information in the following ways:
Adviceline- Citizens Advlce Tandrldge District participates in the East Surrey Adviceline Service and
from September 2023 we joined the Surrey Adviceline, increasing the participation across Surrey
Citizens Advice and extending the opening times. The line is open between the hours of 10am and
Spm, Monday to Frlday. If an adviser is not available, clients can be supported by another local
Cltizens Advice or the national ovethow.
We continued to deliver a local telephone admin line across both offlces for existing clients.
31Page

CITIZENS ADVICE TANDRIDGE DISTRIC[
IA company limited by guarantee)
Email information - clients can email, and we will then either respond to them through email or.
where we have permission, call them back to do a more detailed assessment ahead of giving
advice.
Information and full advice from partner referrals- general and specialist advice through our team
of trained adviser5 and paid staff.
We continued our face-to-face service to ensure that the most vulnerable client5 who need that
individual support are prioritised.
As well a5 general advice, the office also provides specialist advisory and casework services:
Our No One Left Behind project where we provide outreach advice to vulnerable people and
support with effective debt, budgeting and benefits advice. The objertive is to actively mitigate the
impact of poverty and enhance the wider health and wellbeing and life chances for these
indivlduals.
Our Foodbank Projett deliverin8 Outreach advice at the 2 locations of Caterham Foodbank offers
face to face advice for 2 sessions each week, providing general advice on benefrts, debt
employment and anything else deemed appropriate in income maximisation.
Energy Advice Programme, delivering a dedicated Energy Adviser to helping combat fuel poverty in
Tandridge, providing one-to-one advice and support to people experiencing difficultie5 Wlth their
energy costs.
Our Macmillan Welfare Benefits Service offers welfare benefit advice to anyone affected by cancer
living in Surrey. It will also take those with a terminal illness throughout Surrey. They can also help
with odditional advice such as housin8 and employfflent and will signpost to other Services where
relevant.
Meetlng more demand
Several activities have been identified to support meeting more demand for the future to help with the
expected increase in client numbers because of the cost-of-living Crisis, including..
We continued to progress our work on meeting more demand this year, Including training groups
to increase volunteer numbers and knowledge, as well as diversifying our roles. Thi5 included new
Advice Assistant role5 and clear learning pathways and sign off processes for caseworkers to
progress from advice assistant to adviser.
We invested in 211.2 FTEI paid supervisor and debt advisers to help increase capacity and to
support succession planning for the future role5 of the organisation. These roles are ongoin& but
we have already seen an impact from the staff supportingthe client.
We have developed a new website to include a 2417 email advice / call back form to increase our
accessiblllty beyond our core opening hours.
RESEARCH AND CAMPAIGNS
Alongside information and advice, we use our tlient's evidence to advocate for improvements in the
policles and practices affecting their live5.
Through evidence forms and advice issue codes we capture information and can quickly consolidate it into
meaningful analysis as an early warning that there may be issues with local and natlonal policies.

CITIZENS ADVICE TANDRIDGE DISTRICT
{A company limited by guarantee)
We rnaintained our team of 2 Research and Campaign volunteers and bolstered it with a trustee who took
responsibility for Research and Campaigns. During 2023124 the team have participated in the National
Consurner Week campaign, the Scam Awareness campaign, raising awarenes5 of the local support to
combat the Cost of Living and Energy Crisis, and contributing to monthly articles in the CR3 and equivalent
local magazines.
CONTRIBUTION OF VOLUNTEERS AND PAID STAFF
The charitrfs success could not have been achieved without the hard work and dedication of volunteers
and staff. The trustee board and senior management team recognise the tremendous contribution made
by the charit¢s volunteers in advising the public and administering the service without which the service
could not operate.
Volunteers bring many positives to the service and very often the experience gained helps individuals
improve their skills and opportunity to find paid work. often within the charity or the larger network.
Volunteers represent the indispensable core of the service for without them, there would not be a Citizens
Advice service. The volunteers contribute, on average, 210 hours per week. This may be expressed as an
annualised value of £124,864. However. their value is inadequately expre55ed in monetary terms. Indeed,
volu nteers bring many skills to the service and very often the experience gained helps individuals return to
full employment.
We are working hard to review our approach to attracting and keeping volunteers by careful monitoring of
our training offer, to provide an accessible and welcoming place to volunteer.
PRINCIPAL FUNDING SOURCES
The trustees extend their gratitude to Tandrldge District Council who continue to 5UPPOrt the core
operating capacity of the organisation, but which unfortunately do not meet the entire operating costs of
the charity.
To meet these costs in full, the company is dependent upon the receipt of additional project-specific
funding from other sources, or donations. to supplement local authority funding. The trustees also extend
their gratitude to Macmillan Cancer Support, Surrey County Council, the National Lottery Community Fund,
our local Parish Councils, Tandridge Together Community Fund, the Community Foundation for Surrey,
Caterham Foodbank and the Trussell Trust. Surrey County Council and Surrey County Councillors,
Chelsham, Fairleigh & Warlingham Relief in Need and All Saints Church in Warlingham.
WHO USED AND BENEFITED FROM OUR SERVICES
During the reporting year 2,153 clients12022/23: 1,4751 benefited from the services ofthe company.
generating 10,352 activities12022123.' 8,5391. We sUPPOrted people with 7,792 issues clients12022123'.
5.451) and advised on any issue they may face; however, our most common area was Welfare Benefits and
Universal Credit which makes up a total of 30% of the issues we have supported on.
The service helps clients to secure successful outcome5 to their problern5. 76% of clients told us that the
5UPPOrt we provided helped them find a way fonmard, and 87% said this wouldn't have been possible
without the support we gave. Client outcomes were up from £556,127.00 in 2022123 to just over £l.I
million in 2023124, representin8 a 107% increase in outcomes this year across the service.

CITIZENS ADVICE TANDRIDGE DISTRICT
IA company limited by guarantee)
For every £1 invested this represented £1.13 in f15cal benefits, £8.71 in public value and £4.48 in value to
the people we help. The Service helps clients to secure successful outcomes to their problems.
Key Slalislics
Taro-ioge LN¥ri¢i rInw￿ty￿.-I
SumTrary
ISGU
Cultomes
T•
qy I
Tjll
0￿#￿1￿y1lthj.t¢rffth0aIth
Client5 continue to present with multiple problems and on average clients are presenting with 1.5 issues
each. On average, we undertake 4.8 activities for every client, this Includes all contacts with the client as
well as action with any third parties.
Alongside the flnanclal benefits to clients. information and advice has a slgnificant impact on improving
people's health. In 2023124 89% of our clients told us that a5 3 result of our help they felt less 5tre55ed,
depressed or anxious, and 70% clients felt their physical health had improved.
FINANCIAL REVIEW
Total income for the year was £300,68912022/23 £181,741}, wlth the increase primarily driven by new
project funding.
Total expenditure for the year was £261,687 {2022123 £189,795) resulting in an excess of income over
expenditure of £39,LK12 {2022123, excess expenditure over Income of £8,054) for the year.
The Trustees, policy on reserves is to set aside sufficient funds to avert cash flow problems at the
beglnning of the next financial year and to provide for any contingencies. If for any reason the Bureau had
to cease its activities, it would be possible to meet its statutory and financial obligations until it was wound

CITIZENS ADVICE TANDRIDGE DISTRICT
(A company limited by guarantee)
STATEMENT OF TRUSTEES, RESPONSIBILITIES
Company Law and Charity Law require the trustees to prepare a Report for each financial year on the
resources entrusted to it and the activities it undertakes. In preparing those financial statements the
trustees are required to:
Select suitable accounting policies and then apply them consistently.
Make judgements and estimates that are reasonable and prudent.
State whether applicable accounting standards have been followed, subject to any material
departures disclosed and explained in the financial statements.
Prepare the financial statements on the going concern basis unless it is inappropriate to presume
that the company will continue to operate.
The trustees are responsible for keeping proper accounting records which disclose with reasonable
accuracy at any time the financial position of the charity and enables them to ensure that the financial
statements comply with the Companies Act 2006. The trustees 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 Irregularlties.
AUDIT EXEMPTION
The Trustees have taken advantage of the exemption under section 477 of the Companies Act 2006
relatln8 to small companies and these flnancial statements are therefore unaudited.
SIGNED ON BEHALF OF THE BOARD OF TRUSTEES BY:
Richard Fitzpatrick- Trustee
05112124

CITIZENS ADVICE TANDRIOGE DISTRICT
(A company limited by guarantee)
STATEMENT OF FINANCIAL AcfiviTIES FOR THE YEAR ENDED 31 MARCH 2024
Unrestricted
Funds
Restrirted
Funds
Total
2024
Total
2023
Note
INCOME
Grants and Donations
Tandridge District Council
Parish Councils
Other
Interest on Bank Deposits
TOTAL INCOME
122,037
1,920
37.536
2.439
163,932
122,037
3,420
172,793
2,439
300,689
119,802
4.533
56,371
1.035
181.741
1,500
135.257
Ilb)
136,757
EXPENDITURE
Salaries
Rent and Services
IT Support
Telephony, broadband
Prlnting, stationery, literature
Central Office Information Servlce
Insurance
Sundries
Training
Office Cleaning
Travel Expenses
Publicity & AGM
95,102
12,058
4,855
2,222
2,950
1,358
1,636
1,413
1,499
2,339
1,377
353
115,309
5,943
6,333
793
1,209
611
611
407
1.338
885
888
198
210,411
18,001
11,188
3,015
4,159
1,969
2.247
1,820
2,837
3.224
2,265
551
157.413
7,121
6.219
3.688
3.784
3,655
2,033
1,386
1,115
2.123
1,119
139
TOTAL
Ilcl
127.162
134,525
261,687
189,795
Net Income l (Expendlture)
36.770
2,232
39.002
(8,054)
Reconciliatlon of funds
Total funds brought forward
158,576
41,806
21)0,382
208,436
Total funds carried forwards
195,346
44,038
239.384
200,382
The notes on page 6 form part ofthe financial statements

CITIZENS ADVICE TANDRIDGE DISTRI
(A company limited by 8uarantee}
BALANCE SHEET AT 31 MARCH 2024
Note
2024
2023
CURREThrr ASSETS
Debtor5 and prepayments
Cash at bank and in hand
10,462
259,380
2,617
254,492
269,842
257,109
CREDITORS
Amounts falling due within one year
(30,458)
(56. 727)
TOTAL NET ASSErs
239,384
200,382
FUNDS
Unrestritted Funds
General Reserve
195,346
158,576
Restricted Funds
44.038
41,806
239,384
200,382
The Director5 are of the opinion that the cornpany is entitled to exemption from audit under Section 477 of
the Companies Art 2006 relating to small companies for the year ended 31 March 2024. The directors
confirm that no member of members have requested an audit in accordance with Section 476 of the
Companies Act 2006.
The directors acknowledge their responsibilities for:
al Ensuring that the company keeps accounting records which comply with Section 386 and 387 of the
Companies Art 2006, and
bl Preparing financial statements which give a true and fair view of the state of affairs of the company
as at the end of each financial year and of its profrt or loss for each financial year in accordance with
the requirements of Section 394 and 395 and which otherwise comply with the requirements of the
Companies Act 2006 relating to financial 5taternents so far as is applicable to the company.
These financial statements have been prepared in accordance with the special provisions of Part 15 of the
Companiesanise2006 relating to small companies.
The Financial Statements were approved by the Trustees on 23 July 2024 and signed on their behalf by:"
Richard Fitzpatrick:
05112124
Registered company number: 1146060

CITIZENS ADVICE TANDRIDGE DISTRICT
IA company limited by guaranteel
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024
I. ACCOUNTING POUCIES
a} The financial statements are prepared under the historical cost convention and in accordance with
the Companies Act 2006 and follow the recommendation of the Charity Commission in "Charities
SORP IFRS 1021"
bl Income is Included under income and expenditure when receivable
cl Expenditure is included under income and expenditure on an accruals basis. Items of equipment are
fully charged in the year of purchase.
dl The Restricted Fund5 comprise specific grants and project funding-
o Project funding from the National Association of Citizens Advice Bureaux in respect of the
cost5 associated with the provision of an Energy Advice service.
o Projert funding from Macmillan Cancer Support via Surrey Citizens Advice for the provision
of services to people living With cancer
o Fundin8 from Surrey County Council for the "No One Left Behind" project and from the
Trussell Trust for the Foodbank project.
el Unrestricted Funds:
o The general reserve comprises those funds that the Trustees are free to use in accordance
with the Bureau's oblectives.
2. SUNDRY DEBTORS
2024
2023
Debtors and prepayments
10.462
2,617
3. CREDrroRS-
Amounts falling due within one year
2024
2023
Client Support
Income received in advance
Sundry creditors
Inland Revenue- PAYE, Pension Providers
(55)
(52,167)
(3,093)
(1,412)
125,1001
(1,022)
(4.336)
(30,4581
{56,7271
4. TRUSTEES
No members ofthe Board of Trustees recelved any remuneration for theirservices or expenses during the
tear under review or the previous year.
10 |Page

CITIZENS ADVICE TANDRIDGE DISTRICT
IA company limited by guarantee)
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CITIZENS ADVICE
TANDRIDGE DISTRICT
I report to the Trustees on my examination of the accounts of the Citizens Advice Tandridge District (the
Charityl for the year ended 31 March 2024. which are set out on pages 7- 10.
RESPONSIBILITIES AND BASIS OF REPORT
As the Charity's trustees land also its Directors for the purposes of company lawl you are responsible for
the preparation of the accounts in accordance with the requirements of the Companies Act 20061"the
2006 Act-l.
Having satisfied myself that the accounts of the Charity are not required to be audited under Part 16 of the
2006 Act and are eligible for independent examination, I report in respect of my examination of the
Charitvs accounts as carried out under section 145 of the Charities Art 20111.the 2011 Act"). In carrying
out my examination I have followed the directions given by the Charity Commission under section
145151{bl of the 2011 Act.
INDEPENDENT EXAMINER'S STATEMENT
I have completed my examination. I confirm that no materlal matters have come to my attention in
connection with the examination giving me cause to believe:
11 Accounting records were not kept in respect of the Company as required by section 386 ofthe 2006
Art: or
21 The account5 do not accord with those records- or
31 The accounts do not comply with the accounting requirements of sertion 396 of the 2006 Act other
than any requirement that the accounts give a "true and fairf, view, which is not a matter
considered as part of an independent examination: or
41 The accounts have not been prepared in accordance with the methods and principles of the
Statement of Recommended Practice for accounting and reporting by charities (applicable to
charities preparing their account5 in accordance with the Financial Reportin8 Standard applicable in
the UK and Republic of Ireland IFRS 1021.
I have no concern and have come across no other matters in connection with the examination to which
attention should be drawn in thi5 report in orderto enable a proper understanding of the accounts to be
reached.
Tony Martin
Accountant
Signature:
Date: 05112124
111 Page