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← Institute Of Health Visiting

2025-03-31-accounts

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

INSTITUTE OF HEALTH VISITING

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDING 31[ST] MARCH 2025

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)

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Contents

Report from the Chair and Chief Executive .......................................................................................................... 4
Trustees report ..................................................................................................................................................... 5
Our Mission .......................................................................................................................................................... 5
2024-25 Business Plan: Objectives and activities ................................................................................................. 6
I.
Policy influencing (including Education policy): .................................................................................. 7
II.
Learning and Development: ................................................................................................................ 7
III.
Innovation and Research (including mental health): .......................................................................... 8
IV.
Corporate team: ............................................................................................................................. 9
Governance, management and trustees ............................................................................................................ 10
Objectives for the year ahead 2025/2026: ........................................................................................................ 13
Financial Review ................................................................................................................................................. 14
Reserves policy and going concern .................................................................................................................... 14
Independent auditor’s report to the members of Institute of Health Visiting .................................................. 16
Statement of Financial Activities …………………………………………………………………………………………………………………. 19
Balance Sheet ……………………………………………………………………………………………………………………………………………… 20
Statement of Cash Flows ………………………………………..…………………………………………………………………………………… 21
Notes ………………………………………..………………………………………………………………………………………………………………… 22

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Institute of Health Visiting Company Information For the year ended 31 March 2025

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
Chair of Board of Trustees Chair of Board of Trustees
Sue Tokley* (from 18 July 2023)
Trustees Prof Dame Sarah Cowley DBE, BA, PhD, PGDE, RN, RHV, HVT (from 12
October 2022)
CEO
Principal address
Auditor
Bankers		 Draft
Dave Roberts (from 28 October 2019)
Sam Carlisle (from 5 May 2020)
Prof Helen Bedford PhD, MSc. RGN, RHV, FFPH, FRCPCH, FiHV (from 26
January 2021)
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 Audit Limited
61 Dublin Street
Edinburgh
EH3 6NL
The Co-operative Bank plc
City Office
80 Cornhill
London
EC3V 3NJ
Investment Managers Evelyn Partners
45 Gresham Street,
London
EC2V 7BG
Legal Advisors Bates, Wells and Braithwaite
2 - 6 Cannon Street
London
EC4M 6YH

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

Report from the Chair and Chief Executive

The Board of Trustees presents its annual report together with the annual financial statements of the Institute of Health Visiting (iHV) for the year ended 31 March 2025. This report presents an overview of our key achievements and performance in the last year, during which we increased our reach and reputation as the leading professional organisation and voice for health visiting in the UK. To supplement this report, the iHV published its public-facing Annual Report in December 2024 with more detail of our activities across our broad portfolio of work. Together, they showcase the breadth of our activities achieved by the strong team of people that make up the iHV and in collaboration with a wide range of partner organisations, practitioners and parents.

Our core mission, to strengthen the quality and consistency of health visiting for the benefit of all babies, children, families and communities, remains at the heart of everything we do. The last year has been challenging for many across the UK, but our commitment to supporting our members and the communities we serve is stronger than ever. We believe that health visiting provides an important part of the solution to improving public health outcomes for babies, children and families - and we are proud of our work to raise the profile of health visiting and strengthen the workforce. We do this by advocating for the profession through our policy work and supporting excellence in practice to enable practitioners to deliver the highest standards of care.

As child health across our nation deteriorates and health inequalities widen, we believe in a better future and that change is possible. This year, we’ve continued to challenge the current disparities in healthcare and outcomes, and used our collective voice to influence government policies affecting babies, children and families. To ensure that our work remains influential and impactful, our approach includes listening, collating data and sharing practitioner intelligence on the current state of health visiting and child/ family health - our annual health visiting survey has become a powerful voice for our profession and the families we serve. We are also focused on providing solutions, shining a light on excellence, collaborating with others and bringing energy, ideas, leadership and ‘hope’ to our profession.

We cannot achieve our mission without our members and the wide range of partners that we have been privileged to work with this year. Together, we are making a difference. We have seen growing recognition of the vital role that health visitors play and the benefits that this brings to health, education and social care through their unique reach into every family home, their breadth of skills, and their upstream approach that is vital to stem the costs of late intervention for preventable problems that are spiralling out of control.

The iHV is in a strong position as an organisation. Despite falling workforce numbers, more people are choosing to be part of the iHV than ever before (with a 10% growth in membership this year and 92% increase over the last five years). It is wonderful to welcome new members into our growing health visiting community – bringing together passionate and like-minded practitioners as a powerful force to support each other and lead our wonderful profession into the future. We are extremely thankful for the support of every one of our members and are constantly reviewing and improving our member offer to ensure that it meets their needs. This year, our iHV networking events, Special Interest Groups, conferences, engagement opportunities, leadership development programmes, innovations and research portfolios have continued to expand, reaching more practitioners than ever, and creating a thriving community pushing for excellence through their work. We will continue to ensure that health visitors, and those working within health visiting, at all stages of their careers, can continue to rely on the iHV as the ‘go to’ place for resources, training and development opportunities for our profession.

We are extremely grateful to our supporters, members, partners and team members who make our work possible and translate our vision into reality. A special thanks to our Board of Trustees who generously give their time, expertise, energy and commitment for free, to ensure that the iHV is well governed and achieves year-on-year success and improvement. We thank them for their ongoing support now and in the year ahead as we continue to strive for excellence for the people and communities we support.

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

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:

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

2024-25 Business Plan: Objectives and activities

In 2024-25, we focused on 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):

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

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

7) Promote Equity, diversity and inclusion

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

8) Enhance environmental and sustainability approach

Institute’s activities against planned objectives in 2024/25

Our activity is organised under four main work programmes, with matrix working across teams.

I. Policy influencing (including Education policy):

In our annual survey, our members told us that being part of an organisation that acts as a ‘voice’ for health visiting, to influence policy, was the most important reason for being a member of the iHV. Our approach includes:

II. Learning and Development:

2024/25 has been a challenging year for our Learning and Development department, with income below our forecasted budget due to a number of factors including funding constraints across the NHS and health visiting provider organisations, and iHV staffing gaps in key training roles which impacted our ability to deliver new

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

training resources in-year. Notwithstanding these challenges, we achieved significant successes this year, including:

III. Innovation and Research (including mental health):

This has been an exciting and productive year for our Innovations and Research (I&R) Department. We have seen growing interest from partner organisations who want to commission us to lead a project or partner with us on a range of important programmes of 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, and our focus on co-production 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 grant funding this year, we have delivered several successful projects and programmes in partnership with academic, professional and thirdsector organisations.

The following summary provides examples of our projects, research and partners during 2024/2025 – with further details in our public facing Annual Report and on our website:

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

Mental Health:

Mental health remains a key priority for us at the iHV, with our work focused on the following areas:

IV. Corporate team:

Membership: Despite the enormous challenges facing the health visiting profession and falling workforce numbers, our membership has increased by 10% this year, and our membership income accounts for 27% of iHV annual income. The iHV relies on its unrestricted income from member subscriptions to support the delivery of its charitable objectives, including our policy work which is unfunded.

Meeting the needs of our members remains a priority. We engage regularly with them through iHV Networking events and Special Interest Groups, Insights events, the monthly iHV Times newsletter, our Health Visitor Advisory Forum and annual survey. Our members value the ‘national voice’ that we provide for the profession through our policy influencing work, as well as our large suite of resources for members which is constantly being updated. These include our Good Practice Points, web-based resources, podcasts and publications, which members find invaluable for meeting the NMC requirements for continuous professional development and staying up to date with the latest evidence. We also provide additional support and networking opportunities for our Corporate member organisations with quarterly ‘Corporate Member Service Leads meetings’ which provide a forum for policy and practice updates and two-way communication between national and local health visiting leaders. We regularly promote the work of our members through blogs, news stories, case studies, media engagement, conference presentations and films to raise the profile of health visiting and share excellence in practice.

Conferences and events:

iHV conferences provide an important mechanism to disseminate the latest evidence, policy and research. Following the reduction in face-to-face opportunities for practitioners to meet together post-pandemic, we have seen a revival in interest for our conferences, with increased delegate numbers and excellent feedback. Practitioners value the opportunity to connect with colleagues from across the UK and share excellence in practice. We delivered three successful conferences this year:

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 to support quality assurance and quality improvement in practice, as well as bespoke work on specific issues including supporting local innovations, workforce engagement and service reviews.

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

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

all our publications, resources and communications. Our work continues to attract good media interest – in 2024/25 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 charitable Articles of Association and the Board has ultimate authority and responsibility for directing and governing the charity. The constitution of the Board is reviewed annually, and the Trustees hold an annual awayday for organisational and strategic planning in October each year.

The Trustees meet formally as a Board on a quarterly basis. The Chair, Honorary Treasurer, CEO, Directors 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 and Department Directors.

Change to Trustees: Trustees can serve up to two terms (with a third term by agreement), each of three years, in office before being required to step down. Our board of trustees has remained stable this year, following the recruitment of our Chair, Sue Tokley in July 2023. By Board approval, three trustees extended their tenure for a second term this year (Christina Lui, treasurer; Sam Carlisle and Theresa Bishop).

Staffing of the Institute: Our staff play a crucial role in delivering the iHV Mission. The Institute has 27 members of staff employed on a range of permanent and temporary contracts to meet our core business, training and project work. 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.

Governance: This year, we changed our organisation structure, with the introduction of two new Director posts to strengthen senior leadership within the iHV and support the CEO. The Directors and Business and Operations Manager (the Senior management Team – SMT) 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 annually for an awayday in quarter 4 each year to support business planning, building on the key priorities identified by the Board of Trustees at their awayday in October. The Business Plan is approved by the Board each year in April. In 2025, the Trustees and iHV team will meet together to review the iHV Strategy and business priorities for the next three years, to ensure that we remain aligned with our mission, adapt to changing circumstances and maximise our impact.

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, following the retirement of our parttime Head of HR we have transitioned our HR support to an external contractor, Safe HR who have supported us to streamline our processes and update all our policies and contracts. This transition will provide many benefits including access to health and safety experts, time-saving software and a staff portal for HR matters and access to training, ensuring that the iHV remains compliant with the latest HR and employment law updates.

Remuneration: The remuneration of all iHV staff is reviewed by the Finance and General-Purpose Committee and agreed by the Board of Trustees to ensure that staff salaries and terms and conditions are competitive within both the charity and healthcare sectors and proportionate to the complexity of each role and the delivery of our objectives and values. An annual pay review is conducted at the July Board meeting although there is no obligation to award an increase. In deciding on whether to increase pay, the Board will first consider whether it has the funds to do so. If the decision is taken to increase pay, the Board will decide on the level of pay rise taking several factors into account, iHV financial performance, the Consumer Price Index and the level of pay settlements in similar organisations. The iHV strives to be a fair employer and will treat all staff equitably with regards to the terms and conditions of employment offered including pay.

Financial systems, GDPR and IT upgrade: We continue to use Xero online accounting software, which has brought numerous benefits, improved governance and supports better invoicing and debt management. Our accountancy support is provided by the independent accountants JS2, who have worked closely with our Business and Operations Manager to develop departmental budgets to improve the granularity of our financial reports and enable us to track the financial viability of different areas of our work.

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

Every year, each team reviews and cleanses its databases and processes to ensure that we remain compliant with GDPR. We continue to review and rationalise our IT systems and software packages to reduce duplication and release efficiencies across the organisation.

This year, we have embarked on a large capital expenditure project to build a new website and Customer Relationship Management System. With support from an independent IT consultant, we completed a detailed scoping exercise of our organisation’s requirements to develop our Invitation to Tender document. In October 2024, the Board approved the outline costs to complete this project. Following a competitive tender process, we contracted our supplier and the project commenced in January 2025 (with a 12-month project timeline).

Sustainability: We are committed to play our part in improving environmental sustainability. Our Sustainability Policy sets out our four key business objectives, with team and individual objectives set each year for:

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 us with support and use of their London meeting rooms when needed (we provide a small honorarium for this support and rental costs for rooms). Alongside our income from membership fees and training, the Institute has received income through grants, consultancy work and funding from partnerships with the following organisations:

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

Quality assurance: Quality underpins all that the iHV does. All projects have a project governance group chaired by either the CEO, Director or 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 Board-level risks are:

Financial: 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 potential for income from training, research and grants, there is a risk that our expenditure might exceed our income.

Mitigation: The Chair and Treasurer meet regularly with the CEO, Directors and our independent accountants to monitor income and expenditure. Our income streams are as diversified as possible to spread the risk and the iHV has healthy reserves. Business and workforce planning is managed through our monthly governance group – we adapt our strategy in response to user-needs to ensure that our products remain attractive and fit-forpurpose, focusing our efforts where we can make the biggest difference. We have clear processes in place for financial governance/ sign off – and use Xero finance management system to track invoices, income and expenditure.

People: There is a risk that staffing levels may not be sufficient to meet operational demands, leading to decreased productivity, increased employee workload and potential service delivery issues. In particular, due to increased requests for iHV involvement in national policy work (which is pro bono), there is a risk that this diverts staff time away from other iHV business critical work/ or creates excessive unmanageable workloads that impact on staff wellbeing and retention.

Mitigation: Close monitoring of iHV workforce capacity, workforce planning, forecasting and succession planning. Rapid recruitment to additional posts as needed and ongoing review of our objective to ‘make the iHV a great place to work’, to support retention and career progression. Business continuity planning is in place and staff are trained to ensure that there is adequate cover for all roles to manage unexpected staff losses. The CEO and Directors provide quarterly updates to the Board of Trustees in their reports which cover 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.

IT infrastructure: There is a risk that the implementation of a new website and Customer Relationship Management System may encounter unforeseen technical, financial and operational challenges, potentially impacting service delivery, stakeholder engagement and/ or costs that exceed the indicative budget.

Mitigation : Clear project initiation document, with external IT consultancy support for project management, mapping personnel to ensure availability to support key deliverables across the project timeline, close monitoring of budgets and prioritisation of features to manage potential scope creep.

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

Objectives for the year ahead 2025/2026:

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 3-year Strategy and Business Plan are due to be reviewed this year. In the meantime, we continue to work to our current Business Plan with the following key objectives for 2025/26:

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

2) Support innovation, research and quality improvement 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

How we work in a changing world:

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

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

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

7) Equity, diversity and inclusion

8) Environmental and sustainability

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 training, grant and research income as public sector budgets experienced significant cuts. Fortunately, the iHV has demonstrated resilience and adaptability and remains in a strong financial position with sufficient reserves to weather the storms.

Having set a deficit budget of -£67,751 at the start of the year, our end of year position is better than expected. The Institute has finished the year with a surplus of £41,857. Our total income has increased from £1,601,973 in 2023/24 to £1,692,884 in 2024/25. This variation on prior year is due to an increase in income from membership, grants, projects and investments, offset in part by a decrease in income from training.

Expenditure in the year has remained reasonably static at £1,651,027 in 2024/25, compared to £1,654,870 in 2023/24 as we sought to achieve efficiencies by reducing activity costs.

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. The Institute currently holds total reserves of £1,135,627 (2024: 1,093,770) of which £977,551 (2024: 1,039,181) are free reserves (unrestricted funds). The iHV has £800,000 in investments managed by Evelyn Partners and the income from this investment was £36,657 last year. The trustees have set aside a designated fund for our new website and CRM project of £343,000 (approved by the

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Institute of Health Visiting Trustee’s Report For the year ended 31 March 2025

Board in October 2024, following the scoping of our requirements), with £119,315 capitalised to date. The iHV closed the year with unrestricted reserves that equate to approximately 7 months standard running costs. The Board remain vigilant to financial and operational risks and has reviewed the current situation when setting the 2025/26 budget. The Board takes a long-term view on iHV finances and remains committed to investing in the organisation’s growth.

The Trustees have reviewed the charity’s financial position, taking into account current performance, secured future income, the ongoing inflationary pressures, the satisfactory levels of reserves, cash at year end and projections. They have considered future plans, along with internal processes and systems for managing financial and operational risks. The trustees are confident 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 Audit Limited 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 22 August 2025 17 July 2025

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Institute of Health Visiting Independent Auditor’s Report For the year ended 31 March 2025

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 2025 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 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 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.

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Institute of Health Visiting Independent Auditor’s Report For the year ended 31 March 2025

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 15, the trustees (who are also the directors of the charitable company for the purpose 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 financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as 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.

17

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Independent Auditor’s Report For the year ended 31 March 2025

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.

Jeremy Chittleburgh CA (Senior Statutory Auditor)

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

Date: 25 August 2025

18

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting

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

For the year ended 31 March 2025

2025 2024
Unrestricted Restricted Total Unrestricted Restricted Total
Note £ £ £ £ £ £
Income from:
Donations 2 42,901 42,901 34,656 34,656
Charitable activities: 3
Grant 2,272 633,101 635,373 78,818 257,200 336,018
Education & Training 514,871 514,871 821,338 821,338
Membership 450,139 450,139 402,861 402,861
Other 1,744 1,744 2,575 2,575
Interest 47,856 47,856 4,525 4,525
Total income 1,059,783 633,101 1,692,884 1,344,773 257,200 1,601,973
Expenditure on:
Charitable activities 4 1,121,413 529,614 1,651,027 1,277,068 377,802 1,654,870
Total expenditure 1,121,413 529,614 1,651,027 1,277,068 377,802 1,654,870
Transfer between funds
Net movement in funds (61,630) 103,487 41,857 67,705 (120,602) (52,897)
Reconciliation of funds:
Total funds brought forward 1,039,181 54,589 1,093,770 971,476 175,191 1,146,667
Total funds carried forward 977,551 158,076 1,135,627 1,039,181 54,589 1,093,770

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.

19

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting

Balance Sheet

Company no. 08234405

As at 31 March 2025

2025 2024
Note £ £ £
Fixed assets:
Tangible assets 10 2,107 6,102
Intangible assets 11 119,315
121,422 6,102
Current assets:
Debtors 12 212,343 308,317
Cash at bank and in hand 1,143,123 1,336,662
1,355,466 1,644,979
Liabilities:
Creditors:amounts falling due within one 13 (341,261) (557,311)
year
Net current assets 1,014,205 1,087,668
Total net assets 1,135,627 1,093,770
The funds of the charity: 16
Restricted income funds 158,076 54,589
Unrestricted income funds:
Designated funds 342,875 150,000
General funds 634,676 889,181
Total charity funds 1,135,627 1,093,770

Total charity funds

22 August 2025 Approved by the trustees on ……………………………….. and signed on their behalf by:

Sue Tokley Chair

Christina Liu Treasurer

20

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting

Statement of cash flows

For the year ended 31 March 2025

Note 2025 2024
£ £
Cash flows from operating activities
Net cash provided by/ (used in) operating activities a (122,080) 20,314
Cash flows from investing activities:
Interest from investments 47,856 4,525
Purchase of fixed assets (119,315) (3,399)
Change in cash and cash equivalents in the year (193,539) 21,440
Cash and cash equivalents at the beginning of the year 1,336,662 1,315,222
Cash and cash equivalents at the end of the year b 1,143,123 1,336,662
a) Reconciliation of net income/ (expenditure) to net cash
flow from operating activities
2025 2024
£ £
Net income/ (expenditure) for the reporting
period (as per the statement of financial 41,857 (52,897)
activities)
Depreciation charges 3,995 7,706
Dividends, interest and rent from investments (47,856) (4,525)
(Increase) in debtors 95,974 27,743
lncrease/(decrease) in creditors (216,050) 42,287
Net cash provided by/ (used in) operating activities (122,080) 20,314
b) Analysis of changes in net debt
At 1 April 2024 Cash flows At 31 March
£ £ 2025
£
Cash in hand and at bank 1,336,662 (193,539) 1,143,123
Total cash and cash equivalents 1,336,662 (193,539) 1,143,123

21

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements For the year ended 31 March 2025

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.

The financial statements are prepared in sterling (£), which is the functional currency of the company, and rounded to the nearest £.

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, ii 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, ii 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.

22

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements

For the year ended 31 March 2025

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 stime, of the amount attributable to each activity.

i) Tangible fixed assets

Fixed assets are stated at original historical cost less aggregate depreciation 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 live as follows:

Computer equipment: 3 years straight line

j) Intangible fixed assets

Fixed assets are stated at original historical cost less aggregate depreciation are only capitalised at a threshold exceeding £1,000. Amortisation 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:

Website Database 3 years straight line

k) 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.

l) 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.

m) 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 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		 2025
Total
£
6,746
36,155		 2024
Total
£
2,478
32,178
42,901 34,656

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

23

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements

For the year ended 31 March 2025

3 Income from charitable activities

Income from charitable activities
Current year
Grants:
Innovation & Research Core
AIM HWHN 3 years from June 23
Welsh Evaluation
Baby Breathe
Genomics
Surviving Crying
0-19 Research Network
Royal Foundation ADBB
Novartis Toolkit
Burdett Fathers Film
Healthier Together
H&F MOU
Burdett CRD
Kent Project
BBC Tiny Happy People
Kindred Squared
JLA
PIMH Evaluation
Contracts:
WSU-SB
Education & Training
Membership
Other
Total income from charitable activities 2025
Prior year
Grants:
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
Education & Training
Membership
Other
Total income from charitable activities 2025		 Unrestricted
£
2,272		 Restricted
£
40,000
2,212
32,595
25,756
6,803
1,300
124,603
25,062
93,256
15,000
25,500
80,482
17,978
16,028
40,384
50,000
30,000
6,142		 2025
Total
£
2,272
40,000
2,212
32,595
25,756
6,803
1,300
124,603
25,062
93,256
15,000
25,500
80,482
17,978
16,028
40,384
50,000
30,000
6,142
2,272
514,871
450,139
1,744		 633,101 635,373
514,871
450,139
1,744
966,754 966,754
969,026 633,101 1,602,127
Unrestricted
£
18,772
9,382
24,907
25,757		 Restricted
£
40,000
43,373
6,800
69,511
46,511
42,955
8,050		 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

24

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements

For the year ended 31 March 2025

4 Analysis of expenditure

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 2024
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 2025		 Charitable
activities
£
1,110,986
96,560		 Governance
costs
£
24,332
7,140		 Support
costs
£
87,984
35
23,152
13,742
190,836
4,458
30,191
24,356
3,995
33,260		 2025 Total
£
1,223,302
96,560
35
23,152
13,742
190,836
4,458
30,191
7,140
24,356
3,995
33,260
1,207,546
412,009
31,472		 31,472
(31,472)		 412,009
(412,009)		 1,651,027
1,651,027 1,651,027
Charitable
activities
£
1,161,446
154,903		 Governance
costs
£
9,564
7,127		 Support
costs
£
75,577
2,782
29,967
17,124
131,127
1,325
28,580
10,610
7,706
17,032		 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
1,316,349
321,830
16,691		 16,691
(16,691)		 321,830
(321,830)		 1,654,870
1,654,870 1,654,870

25

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements

For the year ended 31 March 2025

5 Net income for the year

This is stated after charging I crediting:

This isstatedafter charging_I_crediting:
2025 2024
£ £
Depreciation 3,995 7,706
Auditfee 7,140 7,000

6 Analysis of staff costs, trustee remuneration and expenses, and the cost of key management

personnel

Staff costs were as follows:

2025
£
Salaries andwages
900,435
Socialsecurity costs
87,850
Employer'scontributionto definedcontributionpensionschemes
175,616
Secondedstaff
59,401
1,223,302		 2024
£
903,221
87,609
174,042
81,715
1,246,587

One employee earned (excluding employer pension) between £60,000 and £70,000 during the year (2024: 2). One employee earned (excluding employer pension) between £70,000 and £80,000 during the year (2024: 1).

The total employee benefits including employers pension contributions of the key management personnel was £231,000 (2023: £94,997). The key management personnel were made up of the Executive Director, Head of Operations, Head of Innovation & Research and Head of Learning & Development

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2024: £nil). During the year, trustees were reimbursed at total of £695.49 for travel and subsistence costs (2024: 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:

Charitable activity
Support		 2025
No.
2024
No.
24.0
26.0
3.0
3.0
27.0
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
Cost
Atthestartof the year
Additionsin year
Atthe end of theyear
Depreciation
Atthestartof the year
Chargefor the year
Atthe end of theyear
Net book value
At the end of the year
Atthestartof the year		 Computer equipment
£
43,144
43,144
37,042
3,995
41,037
2,107
6,102

At the start of the year

All of the above assets are used for charitable purposes.

26

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements

For the year ended 31 March 2025

11 Intangible fixed assets Website Database £ Cost At the start of the year Additions in year 119,315 At the end of the year 119,315 Amortisation At the start of the year Charge for the year At the end of the year Net book value At the end of the year 119,315 At the start of the year All the above assets are used for charitable purposes.

12 Debtors
Trade debtors
Other debtors
13 Creditors: amounts fallingduewithin oneyear
Tradecreditors
Taxationand social security
Other creditors and accruals
Deferred income
14 Deferredincome
Deferred incomecomprisesmembership feespaidin advance.
Balanceatthe beginningoftheyear
Amountreleased to income in theyear
Amountdeferred in theyear
Balanceattheend oftheyear
15 Analysis of net assets between funds
As at 31 March 2025
Tangiblefixedassets
Netcurrent assets
Net assets at the end of the year
Asat31 March 2024
Tangible fixed assets
Net current assets
Net assets at the end of the year		 2025
2024
£
£
85,270
190,435
127,073
117,882
212,343
308,317
2025
2024
£
£
12,777
37,634
29,126
42,517
28,695
35,839
270,663
441,321
341,261
557,311
2025
2024
£
£
441,321
389,221
(441,321)
(389,221)
270,663
441,321
270,663
441,321
General
unrestricted
Restricted
Total funds
£
£
£
2,107
2,107
856,129
158,076
1,014,205		 2025
2024
£
£
85,270
190,435
127,073
117,882
212,343
308,317
2025
2024
£
£
12,777
37,634
29,126
42,517
28,695
35,839
270,663
441,321
341,261
557,311
2025
2024
£
£
441,321
389,221
(441,321)
(389,221)
270,663
441,321
270,663
441,321
858,236
158,076
1,016,312
General
unrestricted
Restricted
Total funds
£
£
£
10,409
10,409
961,067
175,191
1,136,258
971,476
175,191
1,146,667

27

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements For the year ended 31 March 2025

16 Movements in funds

Current year
Restricted funds:
AIMHWHN3 yearsfrom June23
WelshEvaluation
Baby Breathe
Genomics
Surviving Crying
0-19ResearchNetwork
Royal FoundationADBB
Pan London
NovartisToolkit
Burdett Fathers Film
Healthier Together
BurdettCRD
BurdettCVDProject
H&FMOU
KentProject
BBC Tiny Happy People
Kindred Squared
JLA
PIMH Evaluation
WSU-SB
Total restricted funds
Unrestricted funds:
Designated funds
General funds
Total funds
Prior year
Restricted funds:
AIMHWHNApr 20toApr 23
AIMHWHN3 yearsfrom June23
AIM MentalHealth
PATH
Baby Breathe
DomesticAbuse
Surviving Crying
BurdettCVDProject
Strep A
Royal FoundationADBB
Pan London
Burdett- ChronicRespiratory Disease
NHS England Public HeathCampaign
Sylvia AdamsTrust
Total restricted funds
Unrestricted funds:
Designated funds
General funds
Total funds		 At the
start of
theyear
£
Income
£
Expenditure
£
Transfers
£
At the end
of the
year
£
10,000
40,000
(40,000)
10,000
2,212
(2,212)
32,595
(32,595)
25,756
(25,756)
6,803
(6,803)
1,300
(1,300)
124,603
(91,874)
32,729
4,348
(4,348)
25,062
(25,062)
93,256
(93,256)
15,000
(15,000)
80,482
(54,696)
25,786
40,241
(40,241)
25,500
(25,500)
17,978
(17,978)
16,028
(16,028)
40,384
(6,731)
33,653
50,000
(5,556)
44,444
30,000
(18,536)
11,464
6,142
(6,142)		 At the
start of
theyear
£
Income
£
Expenditure
£
Transfers
£
At the end
of the
year
£
10,000
40,000
(40,000)
10,000
2,212
(2,212)
32,595
(32,595)
25,756
(25,756)
6,803
(6,803)
1,300
(1,300)
124,603
(91,874)
32,729
4,348
(4,348)
25,062
(25,062)
93,256
(93,256)
15,000
(15,000)
80,482
(54,696)
25,786
40,241
(40,241)
25,500
(25,500)
17,978
(17,978)
16,028
(16,028)
40,384
(6,731)
33,653
50,000
(5,556)
44,444
30,000
(18,536)
11,464
6,142
(6,142)		 At the
start of
theyear
£
Income
£
Expenditure
£
Transfers
£
At the end
of the
year
£
10,000
40,000
(40,000)
10,000
2,212
(2,212)
32,595
(32,595)
25,756
(25,756)
6,803
(6,803)
1,300
(1,300)
124,603
(91,874)
32,729
4,348
(4,348)
25,062
(25,062)
93,256
(93,256)
15,000
(15,000)
80,482
(54,696)
25,786
40,241
(40,241)
25,500
(25,500)
17,978
(17,978)
16,028
(16,028)
40,384
(6,731)
33,653
50,000
(5,556)
44,444
30,000
(18,536)
11,464
6,142
(6,142)		 At the
start of
theyear
£
Income
£
Expenditure
£
Transfers
£
At the end
of the
year
£
10,000
40,000
(40,000)
10,000
2,212
(2,212)
32,595
(32,595)
25,756
(25,756)
6,803
(6,803)
1,300
(1,300)
124,603
(91,874)
32,729
4,348
(4,348)
25,062
(25,062)
93,256
(93,256)
15,000
(15,000)
80,482
(54,696)
25,786
40,241
(40,241)
25,500
(25,500)
17,978
(17,978)
16,028
(16,028)
40,384
(6,731)
33,653
50,000
(5,556)
44,444
30,000
(18,536)
11,464
6,142
(6,142)
54,589
633,101		 (529,614) 158,076
150,000
889,181		 1,059,783 (125)
193,000
(1,121,288)
(193,000)		 342,875
634,676
1,093,770 1,692,884 (1,651,027) 1,135,627
Atthe
start of
theyear
Income
Expenditure
Transfers
Attheend
of
theyear
£
£
£
£
£
34,660
(34,660)
40,000
(30,000)
10,000
45,000
(45,000)
31,196
43,373
(74,569)
22,651
(22,651)
6,800
(6,800)
3,648
69,511
(32,918)
40,241
18,036
(18,036)
46,511
(46,511)
42,955
(38,607)
4,348
8,050
(8,050)
20,000
(20,000)
175,191
257,200
(377,802)
54,589
150,000
150,000
821,476
1,344,773
(1,277,068)
889,181
1,146,667
1,601,973
(1,654,870)
1,093,770

28

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements For the year ended 31 March 2025

16 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 upskill 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 a 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 an 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 are 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 health initiatives for babies and infants in England

29

Docusign Envelope ID: 4407CDB4-E5AC-4093-B2C7-230C419E9F52

Institute of Health Visiting Notes to the financial statements For the year ended 31 March 2025

16 Movements in funds (continued) Anonymous

Family Foundation

This funding will support the sustainability of the iHV perinatal mental health champions project. It provides a 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 lips 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 encourage responsive parenting with the aim of 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 decided 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 spent 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.

17 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.

18 Capital commitments in relation to the CRM website

At 31 March 2025, the Institute of Health Visiting has a committed spend of £343,000 in relation to the development of a CRM website. This amount has been designated by the trustees from unrestricted funds to reflect the planned investment in the project. The expenditure is expected to be incurred in the forthcoming years, and the designated fund will be released as the costs are incurred.

30