OpenCharities

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

← Institute Of Health Visiting

2024-03-31-accounts

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

INSTITUTE OF HEALTH VISITING

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDING 31[ST] MARCH 2024

Supporting excellence in health visiting practice to give every child the best start in life

Registered Charity No.1149745 Registered Company No. 08234405 (England and Wales)

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Contents

1.
Report from the Chair and Chief Executive .................................................................................................. 4
2. Trustees report ................................................................................................................................................. 5
Our Mission .......................................................................................................................................................... 5
2023-24 Business Plan: Objectives and activities ................................................................................................. 6
I.
Policy influencing (including Education policy): .................................................................................. 7
II.
Learning and Development: ................................................................................................................ 8
III.
Innovation and Research (including mental health): .......................................................................... 9
IV.
Corporate team: ........................................................................................................................... 10
Governance, management and trustees ............................................................................................................ 10
Objectives for the year ahead 2024/2025: ........................................................................................................ 14
Financial Review ................................................................................................................................................. 15
Reserves policy and going concern .................................................................................................................... 15
Audit Report ……………………………………………………………………………………………….………………………………………….…… 17
Statement of Financial Activities …………………………………………………………………………………………………………………. 20
Balance Sheet ……………………………………………………………………………………………………………………………………………… 21
Statement of Cash Flows ………………………………………..…………………………………………………………………………………… 22
Notes to the financial statements ……………………..………………………………………………………………………………………… 23

2

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Company Information For the year ended 31 March 2024

Reference and Administrative Details of the Charity, its Trustees and Advisers Reference and Administrative Details of the Charity, its Trustees and Advisers
Company name Institute of Health Visiting
Company number 08234405
Charity number 1149745
Working name iHV
Trustees Pamela Goldberg*, OBE, FRSA, Chair (from 28 July 2016 to 18 July 2023)
Sue Tokley*, Chair (from 18 July 2023)
Prof Dame Sarah Cowley DBE, BA, PhD, PGDE, RN, RHV, HVT (from 12
October 2022)
Dave Roberts (from 28 October 2019)
CEO
Principal address
Auditor
Bankers		 Draft
Sam Carlisle (from 5 May 2020)
Prof Helen Bedford PhD, MSc. RGN, RHV, FFPH, FRCPCH, FiHV (from 26
January 2021)
Dr Sharin Baldwin PhD, MSc, PG Dip, BSc (Hons), HV, RM, RN, QN, FiHV (from
13 October 2021 to 19 April 2023)
Alis Rasul (from 13 October 2021)
Theresa Bishop (from 13 October 2021)
Christina Lui (Treasurer – from 20 April 2022)
Dr Michael Fanner PhD, BSc (hons), PGDip, RN (from 11 October 2023)
Prof Mitch Blair MBBS, BSc, MSc, FRCPCH, FRCP, FPH, FRSPH, FiHV, (from 30
January 2024)
Alison Morton, MRes, BSc (Hons) RGN, RHV, DN cert. FiHV (from 26 April
2021; previously Acting Executive Director from 1 January 2021)
* Members of the Finance & General Purposes Committee
John Snow House
59 Mansell Street
London E1 8AN
CT
61 Dublin Street
Edinburgh
EH3 6NL
The Co-operative Bank plc
City Office
80 Cornhill
London
EC3V 3NJ
Lloyds Bank plc (account closed 28 November 2023)
PO Box 1000
BX1 1LT
Legal Advisors Bates, Wells and Braithwaite
2 - 6 Cannon Street
London
EC4M 6YH

3

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

1. Report from the Chair and Chief Executive

The Board presents its annual report together with the financial statements of the Institute of Health Visiting (iHV) for the year ended 31 March 2024. This report looks back at our organisation’s performance and the progress that we have made in the last year. In addition to this report, the iHV published its public-facing Annual Report in December 2023 with more detail of our activities across our broad portfolio of work. Together, they showcase the breadth of iHV activities achieved by the talented people that make up the iHV team and in collaboration with so many partner organisations, practitioners and parents.

Every year, health visitors and their teams support millions of families across the UK, making an incredible difference to so many. When sufficiently resourced, health visitors play a crucial role in ensuring that families get good, joined up support - preventing, identifying and treating problems before they reach crisis point. This is not just good news for families! The benefits of an effective health visiting service accrue to numerous government departments, contributing to a multitude of policy priorities for babies, children and families across health, education and social care – taking pressure off other parts of the system and avoiding costly late intervention. However, the sector also faces significant challenges that cannot be ignored, with funding and workforce shortages in many areas impacting on the quality of support that health visitors are able to provide.

We are indebted to all our supporters and partners who have worked with us to raise the profile of health visiting this year. In particular, it has been our privilege and pleasure to continue our work with The Royal Foundation Centre for Early Childhood and HRH The Princess of Wales who shone a spotlight on our wonderful profession. The Princess spent time shadowing health visitors and the Centre launched a short film on health visiting which provided a boost to the profession and attracted global media interest. We have also been delighted with the growing support for health visiting from across the sector.

The Institute remains in a strong position, we have a seat at the table in multiple national stakeholder forums, and we have grown our partnerships this year. With thanks to our members’ and supporters, we continue to extend our reach and have been delighted to welcome more individual and corporate members to our growing community over the last year. We have also been able to increase our policy influence and deliver more education, training, research, sector-led improvement and projects than ever before! The achievements are testament to the hard work, clear vision and contributions of so many who have played their part in our organisation’s success.

Our work remains focused on meeting the needs of our growing membership, with numerous opportunities for engagement with our members and other stakeholders throughout the year. Their frontline practitioner intelligence informs our work as we provide a much-needed “voice” for our profession. This has helped to shape national policies and contributed to numerous major pieces of work this year – these include our witness evidence submitted to the Module 3 of the COVID-19 Inquiry and our evidence submission for the Working Together to Safeguard Children 2023 consultation. There is clear evidence that our work is contributing to an increased recognition of the importance of prevention, public health and investment in the earliest years of life across governments, political parties and wider society – we are optimistic for the future and there is much to celebrate.

We are extremely grateful to our supporters, members, funders and friends. This coupled with the energy and expertise of the iHV team and Board of trustees have all helped to shape the iHV into the effective organisation that it is today. We thank them for their ongoing support.

4

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

2. Trustees report

Our Mission

The Institute of Health Visiting* was founded in 2012 as a registered charity under the Charities Act. It is also registered as a company limited by guarantee under the Companies Act 2006.

[*Working titles for the Institute of Health Visiting are ‘The Institute’ and ‘iHV’].

The Institute is registered as a charity in England and Wales and operates as an independent charity, professional body and Centre of Excellence for health visiting – established to strengthen the quality and consistency of health visiting practice, so that health visitors can effectively respond to the health needs of all babies, children, families and communities enabling them to achieve their optimum level of health, thereby reducing health inequalities.

Our Values

We believe that:

We are fully committed to the active promotion of equality, diversity and inclusion in everything that we do. We want to enable an organisational culture that values diversity and we are committed to eliminating unlawful discrimination.

Our Vision and Objectives

Our Vision requires health visitors to play their fullest part within an integrated system to reduce health inequalities that arise in childhood and for the UK to achieve health outcomes on a par with the best in the world.

The iHV was established to:

5

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

2023-24 Business Plan: Objectives and activities

The iHV Business Plan and objectives were developed collaboratively by the Board, Senior Management Team and staff to support our organisation’s mission and charitable objectives.

Our key objectives for 2023/24:

1) Influence policy to improve health, reduce inequalities and strengthen health visiting:

2) Support quality improvement in health visiting:

3) Build professional skills and knowledge to enhance health visiting workforce capability and leadership

development

4) Support our members and meet their needs

How we work in a changing world:

5) Make the iHV a great place to work and develop

6

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

6) Good governance, infrastructure, financial and quality management:

7) Equity, diversity and inclusion

8) Environmental and sustainability

Institute’s activities against planned objectives in 2023/24

The Institute has built on its success as the most rapidly growing professional body and voice for health visiting. Our day-to-day activity is organised under four main work programmes, with matrix working across teams and delivered by 28 members of staff.

Influencing policies affecting health remains at the heart of health visiting and the work of the iHV. We have achieved this using a variety of methods (see full details in our public facing Annual Report), including:

7

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

II. Learning and Development:

2023/24 has been an extremely successful year for our Learning and Development team, delivering more training events than ever before. This year’s highlights include:

8

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

III. Innovation and Research (including mental health):

We continue to receive regular requests to partner with others on innovations, practice development projects and research related to health visiting and public health for babies, young children and families. Our proven track record of delivering high quality products within timescale and budget are key elements of our success, alongside our ability to work flexibly and with others.

Despite a much more challenging financial landscape for research and funded projects this year, we have delivered a number of successful projects and grant-funded work in partnership with academic, professional and third sector organisations.

The following summary provides examples of our projects, research and partners during 2023/2024 – with further details in our Annual Report and on our website:

Mental Health:

Our work in mental health remains a key priority for us at the iHV. We have raised the importance of mental health and supported practice in the following ways:

9

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

IV. Corporate team:

Membership: The iHV relies on its unrestricted income from member donations to support the delivery of its charitable objectives. Despite the enormous challenges facing the health visiting profession and falling workforce numbers, our membership remains steady this year, maintaining a 24% increase since March 2022.

Meeting the needs of our members remains a priority. We engage regularly with them through iHV Networking events, iHV Insights events, monthly iHV Times newsletter, our Health Visitor Advisory Forum and annual survey. They value the ‘national voice’ that we provide for the profession through our policy influencing work, as well as our growing suite of resources for members. These include our Good Practice Points, Parent Tips, web-based resources, podcasts and publications, which remain popular. We also regularly promote the work of our members through Voices blogs, news stories and conference presentations.

We charge a modest fee for iHV membership to support our ambition that all health visitors will become members. To support our members during the pandemic and subsequent cost of living crisis, we have not increased our membership rates for the last four years. However, due to inflationary pressures across all areas of our work, the Board has approved a small increase in membership fees from August 2024 to enable us to continue to deliver high quality support for our members.

Conferences and events:

We delivered four successful conferences this year, with a mix of in-person and online options for our delegates to provide flexibility and choice:

Sector-led Improvement work:

This year we have worked with a number of local authorities to support their work to drive improvements in health visiting practice. Our Sector-Led Improvement work predominantly comprises of short, time-limited projects that support quality assurance and quality improvement in practice, as well as bespoke work on specific issues including workforce and the development of local key performance indicators.

Communications and media: Our communications and design team are central to the success of the iHV, managing our external communications and providing bespoke imagery, quality assurance and proof reading of all our publications and communications. Our work continues to attract good media interest and high levels of visibility – in 2023/24 we had regular coverage, including television, radio, high-profile print media and social media.

Governance, management and trustees

Governing Document: The Institute of Health Visiting is governed by its Articles of Association and the Board has ultimate authority and responsibility for directing and governing the charity. The Board is comprised of Trustees selected from a range of backgrounds to support the organisation’s objectives. The constitution of the Board is reviewed annually, and the Trustees hold an annual away day for organisational and strategic planning in October each year.

The Trustees meet formally as a Board on a quarterly basis. In between Board meetings, some Trustees are actively engaged with the larger funded projects, providing governance oversight and expert advice in their

10

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

role as members of project Steering Groups, and/ or membership of ‘Task and Finish’ groups focused on specific iHV workstreams. The Chair, CEO, Honorary Treasurer, Head of Operations and independent accountants meet outside the Board meetings, as a Finance and General Purposes committee focused on the organisation’s finance and business planning. The input of the Trustees supplements the direct management role of the CEO.

Change to Trustees: Trustees can serve up to two terms, each of three years, in office before being required to step down. In July 2023, Pamela Goldberg, our existing Chair stepped down when her second term expired. Following an external recruitment and interview process, we were delighted to appoint Sue Tokley as the new iHV Chair. Sue transitioned to iHV Chair on 18 July 2023 and brings a wealth of experience and skills from her background as a Chief Nurse and through her charity work. Sue’s appointment was unanimously approved by the Board in April 2023 following an open recruitment process.

Following her appointment on the iHV staff team, Sharin Baldwin stepped down from her position as Trustee at the April Board meeting in 2023, prior to taking up her post as Senior Research Lead at the iHV in July 2023. We were delighted to welcome two new trustees, Professor Mitch Blair and Dr Michael Fanner to the Board this year. They both bring a wealth of experience in research and current clinical practice to strengthen our Board in these areas.

Governance: The CEO is supported by the Senior Management Team (SMT) who meet monthly to review organisational performance, governance and risks in the Governance meeting, with escalation of urgent matters to the Trustees between Board meetings. The SMT also meet in London for an “awayday” in quarter 4 each year to support business planning – this builds on the key priorities identified by the Board of Trustees at their awayday in October. The Business Plan is presented to the Board in April for final approval, alongside the updated risk log and mitigations.

Policies and procedures: To support governance, the iHV has a range of policies that are reviewed on a regular basis, and/ or updated in response to changes to national policy. This year we have reviewed and updated the following policies:

Financial systems and IT upgrade: Every year, each team reviews its databases and processes to ensure that we remain compliant with GDPR. This is overseen by our Head of HR, who also leads our Information Governance, with smaller 3 monthly reviews during the year. We have continued with our programme to rationalise our IT systems and software packages to reduce duplication and improve interoperability, including the effective synchronisation between Salesforce, Wordpress and Moodle for iHV Learn. We continue to use Xero online accounting software, which has brought numerous benefits, improving governance and supporting better invoicing and debt management. Our accountancy support is provided by the independent accountants, JS2.

Sustainability: We are committed to play our part in improving environmental sustainability. In 2023/24, we set out our commitments for sustainability in our updated Sustainability Policy. This sets out our four key business objectives that are included each year, with team and individual objectives in our annual Business Plan for:

11

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

and the reduction of harms to health caused by environmental impacts faced by babies, children and young people now and in the future.

Partnerships: The Institute is independent of, but has benefited from, close working relations with the Royal Society for Public Health (RSPH) which continues to provide the Institute with back-office support. The Institute pays the RSPH a small honorarium for this support and use of their London meeting rooms when needed. Alongside its income from membership fees and training, the Institute has received income through grants and consultancy work with the following organisations:

Secondments:

Grant/ project funders:

Staffing of the Institute

Our staff play a crucial part in delivering the iHV Mission and one of our key objectives is to ensure that the iHV is a ‘great place to work’. The Institute is a growing organisation with 28 members of staff employed on a range of permanent and temporary contracts to meet our core business, training and project work. This year we have seen some staff changes as two long-standing members of the team left the organisation; one retired and one left to pursue a different career direction. This has enabled us to review our team structures, providing opportunities for other members of the team and reducing costs in areas where grant funding has ended. We have also welcomed three new members of staff to the team and have been pleased by the calibre of applicants and individuals recruited to these posts.

All staff have personal objectives aligned to the iHV annual Business Plan and these are reviewed regularly through an ongoing Personal Development Review process. In addition, the iHV employs individuals as independent consultants and trainers, as needed, to support programmes of work.

12

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

Supporting staff wellbeing remains a priority. Our senior management team is working well - the ‘Head of’ departments support staff through regular 1:1s, monthly team meetings, smaller team meetings and our annual team awayday each year.

Quality assurance: Quality underpins all that the iHV does. All projects have a project governance group chaired by either the CEO or a Trustee. We have robust Quality Assurance processes; our Quality Assurance toolkit and the principles set out in our Ethical Collaborations Policy guide our work.

Risks: We have clear processes in place for risk management to ensure that risks are identified, managed and escalated to the iHV Board in a timely way to support business continuity and quality control. The trustees continue to review the assessment of the major risks to which the charity is exposed and consider that the three main areas of risk are:

Financial risks – there is an on-going risk that the iHV could fail to attract sufficient income to maintain its core functions and staff costs. In addition, due to uncertainties around inflation and reduced grant funded and research income opportunities, there is a risk that our expenditure might exceed our income.

Mitigation: The Chair and Treasurer meet regularly with the CEO and our independent accountants to monitor income and expenditure regularly. Our income streams are as diversified as possible to spread the risk and the iHV has healthy reserves. All Heads of Department have sight of budgets and use project management skills to manage costs, time and quality. Business planning is managed through our monthly governance group. Our fees are reviewed regularly to ensure they cover our costs. We have clear processes in place for financial governance/ sign off – and use Xero finance management system to track invoices, income and expenditure.

Quality/ Reputational risks – there is the risk that staff, or those representing the iHV (or linked to us through our partnership work), inadvertently misrepresent the charity which could damage the reputation of the organisation. There is also a risk that iHV products/ website are not of the desired quality or contain out of date/ inaccurate information.

Mitigation: Careful staff recruitment, PDR, training and performance management processes are in place to ensure that all iHV staff have the necessary skills and capabilities to represent the organisations and ensure iHV outputs comply with our Quality Assurance processes, including agreed levels of senior management ‘sign-off’. We have a robust Ethical Collaboration policy and apply due diligence when entering into partnerships with external organisations.

Human resource management – workforce capacity: There is a risk that iHV workload may exceed staffing capacity, and staff wellbeing may be impacted – which, in turn, may impact on staff sickness, iHV delivery with reputational and financial risks.

Mitigation : Continuous workflow mapping and planning is undertaken by the Heads of Departments, with proactive recruitment to cover work and avoid excessive workloads, particularly when new contracts are achieved. Business continuity planning is in place and staff are trained to ensure that there is adequate cover for all roles to cover unexpected staff losses. The CEO report to the trustees covers staffing requirements. Staff wellbeing is reviewed at individual 1:1s with line managers and we support team wellbeing through our annual 2-day ‘Awayday’, flexible working policy and signposting to additional support where needed.

13

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

Objectives for the year ahead 2024/2025:

Our work spans the breadth of health visiting policy, practice, education, training and research, giving us a unique understanding of the strategic context for health visiting now and in the future. Within this, we focus our resources where we think we can make the biggest impact. Our business plan for 2024/25 identified four key priorities for our work (what we do):

1) Influence policy to improve health, reduce inequalities and strengthen health visiting:

2) Support innovation and research in health visiting:

3) Build professional skills and knowledge to enhance health visiting workforce capability and

leadership development

4) Grow, sustain and support our membership and meet their needs

We have a further four priorities to ensure robust governance within our organisation (how we do it):

6) Ensure governance, infrastructure, financial and quality management:

14

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

7) Promote Equity, diversity and inclusion

8) Enhance environmental and sustainability approach

Financial Review

In line with many other charities, this has been a challenging year financially for the iHV as we faced increased inflationary pressures and a much more competitive environment for attracting grant and research income as public sector budgets experienced significant cuts. Fortunately, the iHV is in a strong financial position with sufficient reserves to weather the storms. The Board takes a long-term view on iHV finances having ended the previous three financial years with a healthy surplus to draw from and invest in the organisation’s growth in the future.

Having set a deficit budget of -£56,779 at the start of the year, alongside some deferred income of £60k for 2023/24 being allocated in the 2022/23 financial statements, our end of year position is slightly better than expected. The Institute has finished the year with a deficit of £52,897 (2023: surplus of £164,195). Our total income has increased from £1,563,939 in 2022/23 to £1,601,973 in 2023/24. This variation on prior year is due to an increase in Education income offset by a decrease in Grants.

Expenditure in the year has increased to £1,654,870 (2023: £1,399,744) due to an increase in staff expenditure.

Reserves policy and going concern

In assessing the overall level of reserves, the Board aims at all times to maintain sufficient unrestricted funds to ensure it remains solvent going forward, this includes at least 6-month’s running costs.

The Institute currently holds total reserves of £1,093,770 (2023: £1,146,667) of which £1,039,181 (2023: £ £971,476) are free reserves (unrestricted funds). This equates to approximately 7 months standard running costs. The Institute will use some of these designated reserves as capital expenditure on a programme of work to replace its website and improve interoperability between its numerous IT systems commencing in 2024/25. This will support us to achieve sustainability for future years.

15

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Trustee’s Report For the year ended 31 March 2024

The Trustees have reviewed the charity’s financial position, taking into account current performance, the ongoing inflationary pressures, the satisfactory levels of reserves and cash at year end and projections. They have considered future plans, along with internal processes and systems for managing financial and operational risks. As a result, the Trustees have a reasonable expectation that the charity has adequate resources and infrastructure to continue operating for the foreseeable future.

Statement of Trustees’ Responsibilities

The Trustees (who are also directors for the purposes of company law) are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the Trustees are aware:

Public Benefit

The Trustees have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the aims and objectives and in planning the future activities. In particular, the Trustees consider how planned activities and grant making will contribute to the aims and objectives they have set. The Trustees consider the current policy for grant making and the current activities deliver public benefit. Details of the objects which form the basis of this are given in this report.

Auditors

Our auditors CT have now completed their third audit on behalf of the charity. This report of the Board of Trustees has been prepared taking advantage of the small companies exemption of section 415A of the Companies Act 2006.

Susan Tokley Chair

Date:……………………. 22 August 2024

16

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Independent Auditor’s Report For the year ended 31 March 2024

Independent auditor’s report to the members of Institute of Health Visiting

Opinion

We have audited the financial statements of Institute of Health Visiting for the year ended 31 March 2024 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and the notes to the financial statements, 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 Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’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.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The trustees are responsible for the other information. The other information comprises the information included in the trustees’ annual report, other than the financial statements and our auditor’s report thereon. 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.

In connection with our audit of the financial statements, 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 audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. 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.

17

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Independent Auditor’s Report For the year ended 31 March 2024

Opinions on other matters prescribed by the Companies Act 2006

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

Matters on which we are required to report by exception

In the light of the 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’ Annual Report (which incorporates the directors' 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 set out on page 16, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of financial statements which 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.

Auditor’s 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 auditor’s 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:

We gained an understanding of the legal and regulatory framework applicable to the charitable company and the sector in which it operates and considered the risk of acts by the charitable company which were contrary to applicable laws and regulations, including fraud. This included but was not limited to the Companies Act 2006 and the Charities Act 2011.

18

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting Independent Auditor’s Report For the year ended 31 March 2024

Our audit procedures were designed to respond to risks of material misstatement in the financial statements, recognising that the risk of not detecting a material misstatement due to fraud is higher than the risk of not detecting one resulting from error, as fraud may involve deliberate concealment by, for example, forgery, misrepresentations or through collusion.

We focused on laws and regulations that could give rise to a material misstatement in the charitable company's financial statements. Our tests included, but were not limited to:

There are inherent limitations in an audit of financial statements and the further removed non-compliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely we would become aware of it. We also addressed the risk of management override of internal controls, including testing journals and evaluating whether there was evidence of bias by the trustees that represented a risk of material misstatement due to fraud.

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 auditor’s report.

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 auditor’s 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 the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

7[totam]

Jeremy Chittleburgh CA (Senior Statutory Auditor)

For and on behalf of CT Chartered Accountants and Statutory Auditor 61 Dublin Street Edinburgh EH3 6NL

Date:……………………. 30 August 2024

19

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Statement of financial activities (incorporating an income and expenditure account)

For the year ended 31 March 2024

2024 2023
Unrestricted Restricted Total Unrestricted Restricted Total
Note £ £ £ £ £ £
Income from:
Donations 2 34,656 - 34,656 34,883 - 34,883
Charitable activities: 3
Grant 78,818 257,200 336,018 125,170 325,967 451,137
Education & Training 821,338 - 821,338 688,792 - 688,792
Membership 402,861 - 402,861 383,639 - 383,639
Other 2,575 - 2,575 2,750 - 2,750
Interest 4,525 - 4,525 2,738 - 2,738
Total income 1,344,773 257,200 1,601,973 1,237,972 325,967 1,563,939
Expenditure on:
Charitable activities 4 1,277,068 377,802 1,654,870 1,024,819 374,925 1,399,744
Total expenditure 1,277,068 377,802 1,654,870 1,024,819 374,925 1,399,744
Transfer between funds - - - (2,351) 2,351 -
Net movement in funds 67,705 (120,602) (52,897) 210,802 (46,607) 164,195
Reconciliation of funds:
Total funds brought forward 971,476 175,191 1,146,667 760,674 221,798 982,472
Total funds carried forward 1,039,181 54,589 1,093,770 971,476 175,191 1,146,667

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 16 to the financial statements.

20

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Balance sheet

Balance sheet
Company no. 08234405
As at 31 March 2024
2024 2023
Note £ £ £
Fixed assets:
Tangible assets 10 6,102 10,409
6,102 10,409
Current assets:
Debtors 11 308,317 336,060
Cash at bank and in hand 1,336,662 1,315,222
1,644,979 1,651,282
Liabilities:
Creditors: amounts falling due within one year 12 (557,311) (515,024)
Net current assets 1,087,668 1,136,258
Total net assets 1,093,770 1,146,667
The funds of the charity: 15
Restricted income funds 54,589 175,191
Unrestricted income funds:
Designated funds 150,000 150,000
General funds 889,181 821,476
Total charity funds 1,093,770 1,146,667

2024年8月30日 Approved by the trustees on ……………………………….and signed on their behalf by:

…………………………………………………… Susan Tolley ……………………………………………………………. Christie [iu Sue Tokley Christina Lui Chair Treasurer

21

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Statement of cash flows

For the year ended 31 March 2024
Note
a
b
a)
Depreciation charges
Dividends, interest and rent from investments
(Increase) in debtors
Increase/(decrease) in creditors
Net cash provided by / (used in) operating activities
b) Analysis of changes in net debt
Reconciliation of net income / (expenditure) to net cash
flow from operating activities
Net income / (expenditure) for the reporting period (as
per the statement of financial activities)
Cash and cash equivalents at the beginning of the year
Cash and cash equivalents at the end of the year
Cash flows from operating activities
Change in cash and cash equivalents in the year
Net cash provided by / (used in) operating activities
Cash flows from investing activities:
Interest from investments
Purchase of fixed assets		 At 1 April 2023
£		 2024
£
20,314
4,525
(3,399)
21,440
1,315,222
1,336,662
2024
£
(52,897)
7,706
(4,525)
27,743
42,287
20,314
Cash flows
£		 2023
£
285,575
2,738
(5,100)
283,213
1,032,009
1,315,222
2023
£
164,195
8,338
(2,738)
54,279
61,501
285,575
At 31 March 2024
£
Cash in hand and at bank 1,315,222 21,440 1,336,662
Total cash and cash equivalents 1,315,222 21,440 1,336,662

22

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

1 Accounting policies

a) 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 their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note.

The trustees consider that there are no significant areas of estimation or judgement.

b) Public benefit entity

The charitable company meets the definition of a public benefit entity under FRS 102.

c) Going concern

The trustees consider that there are no material uncertainties about the charitable company's ability to continue as a going concern.

The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

The Trustees have reviewed the charity’s financial position, taking into account current performance, the satisfactory levels of reserves and cash at year end and projections. They have considered future plans, along with internal processes and systems for managing financial and operational risks. As a result, the Trustees have a reasonable expectation that the charity has adequate resources and infrastructure to continue operating for the foreseeable future.

d) Income

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

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Income received in advance of the provision of a specified service is deferred until the criteria for income recognition are met.

e) Interest receivable

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

f) Fund accounting

Restricted funds are to be used for specific purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund.

Unrestricted funds are donations and other income received or generated for the charitable purposes.

g) Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure on charitable activities includes the costs of undertaken to further the purposes of the charity and their associated support costs.

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

23

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

h) Allocation of support costs

Expenditure is allocated to the particular activity where the cost relates directly to that activity. However, the cost of overall direction and administration of each activity, comprising the salary and overhead costs of the central function, is apportioned on the following basis which are an estimate, based on staff time, of the amount attributable to each activity.

i) Tangible fixed assets

Fixed assets are stated at original historical cost less aggregate depreciation and are only capitalised at a threshold exceeding £1,000. Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset on a reducing balance basis over its estimated useful life as follows.

Computer equipment 3 years straight line

j) Debtors

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

k) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account. Cash balances exclude any funds held on behalf of service users.

l) 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. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

The charity only has 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 with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2 Income from donations and legacies

Donations
Gift Aid		 2024
Total
£
2,478
32,178		 2023
Total
£
4,977
29,906
34,656 34,883

All donations and gift aid are unrestricted in both the current and prior year.

24

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

3 Income from charitable activities

Income from charitable activities
Current year
Core
Consultancy, Innovation & Enterprise
AIM Healthy Weight Healthy Nutrition
Baby Breathe
Genomics
Surviving Crying
0-19 Research Network
Burdett - CVD Project
Royal Foundation/ADBB
Pan London
NHS England Public Heath Campaign
Prior year
Core
AIM Foundation ®
AIM Healthy Weight Healthy Nutrition
UK Active This Mum Can
PATH
Delivery Of Different News 2
Baby Breathe
AIMS Southern Health NHS Foundation Trust (SHFT)
NSPCC LSSP
Genomics
NHS VCSE
Family Action Stockton PSS
Public Health England Sexual Reproductive Health
Demontfort University
Total income from charitable activities 2024
Education & Training
Membership
Total income from charitable activities 2024
Education & Training
Membership
Other
Other
Grants:
Grants:		 Unrestricted
£
18,772
9,382
-
-
24,907
-
25,757
-
-
-
-		 £
-
-
40,000
43,373
-
6,800
-
69,511
46,511
42,955
8,050
Restricted		 2024
Total
£
18,772
9,382
40,000
43,373
24,907
6,800
25,757
69,511
46,511
42,955
8,050
78,818
821,338
402,861
2,575		 257,200
-
-
-		 336,018
821,338
402,861
2,575
1,226,774 - 1,226,774
1,305,592 257,200 1,562,792
Unrestricted
£
77,882
406
5,768
-
-
-
-
-
4,151
12,461
-
24,502
-
-		 £
-
-
-
45,000
34,660
61,130
40,128
22,378
-
-
8,500
-
68,146
46,025
Restricted		 2023
Total
£
77,882
406
5,768
45,000
34,660
61,130
40,128
22,378
4,151
12,461
8,500
24,502
68,146
46,025
125,170
688,792
383,639
2,750		 325,967
-
-
-		 451,137
688,792
383,639
2,750
1,075,181 - 1,075,181
1,200,351 325,967 1,526,318

25

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

4 Analysis of expenditure

Current year
Staff costs (Note 6)
Direct Costs
Publicity
Travel & Subsistence
Premises costs
Office costs
Legal & Consultancy
Accountancy & Bookkeeping Fees
Audit fees
Sundry Expenses
Depreciation
Irrecoverable VAT
Support costs
Governance costs
Total expenditure 2024
Prior year
Staff costs (Note 6)
Direct Costs
Publicity
Travel & Subsistence
Premises costs
Office costs
Legal & Consultancy
Accountancy & Bookkeeping Fees
Audit fees
Sundry Expenses
Depreciation
Irrecoverable VAT
Support costs
Governance costs
Total expenditure 2023		 Charitable
activities
£
1,161,446
154,903
-
-
-
-
-
-
-
-
-
-
1,316,349
321,830
16,691
1,654,870
Charitable
activities
£
989,817
113,398
-
-
-
-
-
-
-
-
-
-
1,103,215
281,272
15,257
1,399,744		 Governance
costs
£
9,564
-
-
-
-
-
-
-
7,127
-
-
-
16,691
-
(16,691)
-
Governance
costs
£
8,928
-
-
-
-
-
-
-
6,329
-
-
-
15,257
-
(15,257)
-		 Support
costs
£
75,577
-
2,782
29,967
17,124
131,127
1,325
28,580
-
10,610
7,706
17,032
321,830
(321,830)
-
-
Support
costs
£
56,953
-
86
19,870
16,030
114,790
1,057
26,550
2,160
22,223
8,338
13,215
281,272
(281,272)
-
-		 2024 Total
£
1,246,587
154,903
2,782
29,967
17,124
131,127
1,325
28,580
7,127
10,610
7,706
17,032
1,654,870
-
-
1,654,870
2023 Total
£
1,055,698
113,398
86
19,870
16,030
114,790
1,057
26,550
8,489
22,223
8,338
13,215
1,399,744
-
-
1,399,744

26

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

This is stated after charging / crediting:

This is stated after charging / crediting:
2024 2023
£ £
Depreciation 7,706 8,338
Audit fee 7,000 6,350
Seconded staff
Salaries and wages
Social security costs
Employer’s contribution to defined contribution pension schemes
Staff costs were as follows:		 2024
£
903,221
87,609
174,042
81,715		 2023
£
715,521
66,530
146,216
127,431
1,246,587 1,055,698

Two employees earned (excluding employer pension) between £60,000 and £70,000 during the year (2023: 0). One employees earned (excluding employer pension) between £70,000 and £80,000 during the year (2023: 2). The total employee benefits including employers pension contributions of the key management personnel was £102,579 (2023: £94,997). The key management personnel were made up of the Executive Director and Head of Operations. The charity trustees were not paid or received any other benefits from employment with the charity in the year (2023: £nil). During the year, no trustee was reimbursed for travel and subsistence costs (2023: 0 trustees £Nil) relating to attendance at meetings of the trustees.

7 Staff numbers

The average number of employees (head count based on number of staff employed) during the year was as follows:

Support
Charitable activity		 2024
No.
26.0
3.0		 2,023
No.
26.0
3.0
29.0 29.0

8 Related party transactions

There were no related party transactions including donations from related parties which are outside the normal course of business in the current or preceding year.

9 Taxation

The charitable company is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

10 Tangible fixed assets

Net book value
At the end of the year
At the end of the year
At the start of the year
Depreciation
Cost
At the end of the year
Additions in year
At the start of the year
Charge for the year
At the start of the year		 Computer
equipment
£
39,744
3,399
43,143
29,335
7,706
37,041
6,102
10,409

All of the above assets are used for charitable purposes.

27

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

12
13
14		 Balance at the beginning of the year
Amount released to income in the year
Amount deferred in the year
Balance at the end of the year
As at 31 March 2024
Tangible fixed assets
Net current assets
Net assets at the end of the year
As at 31 March 2023
Tangible fixed assets
Net current assets
Net assets at the end of the year
Deferred income
Analysis of net assets between funds
Deferred income comprises membership fees paid in advance.
Trade debtors
Other debtors
Trade creditors
Taxation and social security
Other creditors and accruals
Creditors: amounts falling due within one year
Deferred income		 2024
£
190,435
117,882
308,317
2024
£
37,634
42,517
Other creditors an
35,839
441,321
557,311
2024
£
389,221
(389,221)
441,321
441,321
Restricted
£
£
6,102
-
1,033,079
54,589
General
unrestricted		 2024
£
190,435
117,882		 2023
£
224,180
111,880
308,317 336,060
2023
£
21,987
83,545
20,271
389,221
557,311 515,024
2024
£
389,221
(389,221)
441,321		 2023
£
296,623
(296,623)
389,221
441,321 389,221
Restricted
£
-
54,589
 Total funds
£
6,102
1,087,668
1,039,181 54,589 1,093,770
£
10,409
961,067
General
unrestricted		 Restricted
£
-
175,191
Total funds
£
10,409
1,136,258
971,476 175,191 1,146,667

28

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

15 Movements in funds

Current year
Restricted funds:
AIM HWHN Apr 20 to Apr 23
AIM HWHN 3 years from June 23
Total restricted funds
Designated funds
General funds
Prior year
Restricted funds:
AIM HWHN Apr 20 to Apr 23
Total restricted funds
Designated funds
General funds
Anonymous Family Foundation
PATH
Demontfort University
Baby Breathe
Domestic Abuse
NSPCC LSSP
CHSA
NHS VCSE
Public Health England Sexual
Burdett CVD Project
Strep A
Royal Foundation ADBB
Unrestricted funds:
AIM Mental Health
Baby Breathe
Domestic Abuse
Surviving Crying
Sylvia Adams Trust
Burdett CVD Project
Strep A
Royal Foundation ADBB
Pan London
NHS England Public Heath Campaign
Total funds
Unrestricted funds:
Pan London
Sylvia Adams Trust
Total funds		 At the start
of the year
£
34,660
-
45,000
31,196
22,651
-
3,648
18,036
-
-
-
20,000		 Income
£
-
40,000
-
43,373
-
6,800
69,511
-
46,511
42,955
8,050
-		 Expenditure
£
(34,660)
(30,000)
(45,000)
(74,569)
(22,651)
(6,800)
(32,918)
(18,036)
(46,511)
(38,607)
(8,050)
(20,000)		 Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-		 At the end of
the year
£
-
10,000
-
-
-
-
40,241
-
-
4,348
-
-
175,191 257,200 (377,802) - 54,589
150,000
821,476		 -
1,344,773		 -
(1,277,068)		 -
-		 150,000
889,181
1,146,667 1,601,973 (1,654,870) - 1,093,770
At the start
of the year
£
34,927
40,000
-
14,685
31,056
-
3,022
2,000
2,000
-
-
-
-
-
94,108		 Income
£
34,660
45,000
61,130
40,128
-
22,378
-
-
-
8,500
68,146
46,025
-
-
-		 Expenditure
£
(34,927)
(40,000)
(61,130)
(23,617)
(8,405)
(22,378)
(3,022)
(2,000)
(2,000)
(8,500)
(64,498)
(27,989)
(1,701)
(650)
(74,108)		 Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
1,701
650
-		 At the end of
the year
£
34,660
45,000
-
31,196
22,651
-
-
-
-
-
3,648
18,036
-
-
20,000
221,798 325,967 (374,925) 2,351 175,191
-
760,674		 -
1,237,972		 -
(1,024,819)		 150,000
(152,351)		 150,000
821,476
982,472 1,563,939 (1,399,744) - 1,146,667

29

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

15. Movements in funds (continued)

Purposes of funds

AIM (Healthy Weight Healthy Nutrition) (3yr from June23)

This funding will support the updating of Healthy Weight Healthy Nutrition training and the provision of four regional training events for Health Visitors. This is a 3 year grant programme commencing in April 2023

AIM (Healthy Weight Healthy Nutrition)

This two year project seeks to up skill all health visitors in nutrition information and best practice in encouraging healthy diets. The training is in the form of a cascade with the trained champions cascading the training to their workplace colleagues.

AIM (Mental Health)

This funding will support the sustainability of the iHV perinatal mental health champions project. It provides regional and a national forum for the champions to stay connected with the iHV and their colleagues.

Baby Breathe

Funding successful for this RCT of a postpartum smoking intervention to support new mums stay smoke free. Ethics agreed and recruitment due to commence July 2021

Domestic Abuse

The For Baby’s Sake Trust funded the iHV to develop an online Domestic Abuse digital training toolkit for health visitors.

De Montfort (Surviving Crying)

4 year funded project from Sept 2021 – Sept 2025: Cluster Randomised Controlled Trial of a Service to Support the Mental Health & Coping of Parents with Excessively Crying Infants.

Burdett CVD Project

Strengthening health visitor’s role in prevention and early intervention for cardiovascular disease, through application of the family partnership framework to help families adopt healthier behaviours.

Strep A

This funding is for the iHV to support the unforeseen pressures on paediatric services.

Royal Foundation ADBB

This funding is to fund a Alarm Distress BaBy Scale (ADBB) training programme and field trial from March 23 to March 24.

Pan London

HEE (London) funded Specialist Community Public Health Nurses (SCPHN) improving Education Infrastructure Project to upskill Health Visitors and School Nurses to deliver the Nursing and Midwifery Council (NMC) Standard for Student Supervision and Assessment (SSSA) ( 2019) role supporting high quality post registered Student placements across an ICB Footprint x 5 in London.

Burdett CVD Project

Strengthening health visitor’s role in prevention and early intervention for cardiovascular disease, through application of the family partnership framework to help families adopt healthier behaviours.

PHE Sexual Reproductive Health

Project funder to design and develop resources aimed at advice to expectant and new parents on sexual and reproductive health. All resources now complete e- learning and parent leaflet due for launch. The final report has been submitted for this project.

Strep A

This funding is for the iHV to support the unforeseen pressures on paediatric services.

Sylvia Adams Trust

Open funding grant to the iHV to help them achieve their mission of strengthening of health initiatives for babies and infants in England

30

Docusign Envelope ID: EA71B21B-36DD-44D6-86B1-259D699BFB82

Institute of Health Visiting

Notes to the financial statements

For the year ended 31 March 2024

15. Movements in funds (continued)

Anonymous Family Foundation

This funding will support the sustainability of the iHV perinatal mental health champions project. It provides regional and a national forum for the champions to stay connected with the iHV and their colleagues.

PATH

This European partner project involves 13 partners from the UK, France, the Netherlands and Belgium. It is focused on raising the profile of perinatal mental health in mothers and fathers and will produce a host of new resources for partner countries to use over its 3.5 year life span.

NSPCC LSSP

Look, Say, Sing, Play is an NSPCC national and local campaign which aims to educate parents about the importance of interacting with and understanding their babies, and provides them with gives them tips and resources to demonstrate show them how to do this, and. The NSPCC developed Look, Say, Sing, Play based on a campaign in the USA, which encouraged parents to be more sensitive and responsive to their child’s thinking, feeling and behaviour. aims to The NSPCC developed a similar campaign for the UK to encourages responsive parenting with the aim of and reducing the risk of abuse and neglect. The NSPPC carried out an evaluation of Look, Say, Sing, Play research to inform future implementation and delivery how the campaign should be delivered.

CHSA

This is a time-limited grant funded programme to support the development of Emotional Wellbeing at Work Champions across the UK.

VCSE

Providing support to respond to a potential surge in respiratory infections in children

Designated Funds

Following two years of surpluses, the Trustees have decide to invest the funds into a new website and membership platform for the benefit of members.

Transfers

Transfers were made in the year against funds which had an allocation against overheads spend and against a few funds which were fully spent at the prior year end and costs weren't fully allocated in the prior year so had shown in unrestricted costs instead.

16 Legal status of the charity

The charity is a company limited by guarantee and has no share capital. The liability of each member in the event of winding up is limited to £1.

31