Charlty Regiltratlon No. 1161874
Company R•glstrallon No. 0783Z926
PERSONAL SUCCESS
Trustees. Report and Financial Statsments
for thè year ended 30 November 2023

Chorlty Regtstrauon No. 1151874
Cornp4ny Rèulstrauon No. 07832926
PERSONAL SUCCESS
TRUSTEES, REPORT AND FINANCIAL Accoui¥rs
FOR THE YEAR ENDED 30 IIOVEMBER 2023
ContÈnt8
Page
14
Tw$ts8s' report
IndeFendent examinerfs report
Statement ol finanryal 8Ctivitses
Balano sheet
Notes to the finantyal statements
15

Charlty R8gistralJon No. 1151874
Company Rgglstratoon 140. 07832926
PERSONAL SUCCE55
Report of the Trustee$ for the year ended 30 N47¥ember 2023
The Trustees present thelr ￿port and the financial statements for the year ended 30 November 2021.
The financial statements have been prepared In accordance with the accountin8 policies set out in
Recommended Prattice,"Accounting and Reporting by Charities., issued in March 2005.
TheTrustee5 who served duringthe year and up to the date of this report are Ilsted below.
legal and administrathvè Informatlon
Charlty Namè
PERSONAL 5UC(ESS
Charity number
1151874
Offi¢e Addre55
IS Hlgh pa￿Street
Toxteth
En8land
L8 8DX
Trustees
Monrfu Babatunde Bello
Deqa Ahmed Muse
Olakunle Fatal Ade51na
Omelebanln All
Consultant
CWC Consullants Ser¥1
Clo High Park sireet
Toxteth
Eneland
80X

Charity Roglstration No. 1151874
Company Registratlon No. 07832926
PERSONAL SUCCESS
TRUSTEES. REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023
STRUCTURE, GOVERNANCE AND MANAGEMENT
Personal Success is a limited charitable company governed by its Memorandum and Artides of
Association dated 26 November 2012. It is registered as a charty with the Charity Commission on
2 May 2013. The Charity's Board of Trustees arè also its Directors who a￿ elected by Annual
General Meetings of the members of the Charity.. with casual vacancies being filled, as required
by the Board of Trustees in accordance with the Art￿leS of AssociatDn.
The Board meets regularty throughout the year and attends to all strategic and operational matters.
RISK MANAGEMENT
The Trustees have conducted a review of the major risks to which the charity is exposed and where
appropriate, systems or procedures have been established to mitigate the risks the Gharity fra¢&s.
External risks to funding have led to the development of a strategic plan which will allow for the
diversification of funding and activitie$. Internal controls risks are minimised by the
implementation of procedures for authorisation of all transactions and projects. Procedures are in
place lo ensure compliance with health and safety of staff, volunteers, service users and visrtors
to the premises. Standards are monitored bjth internally and externally to ensure consistent
quality of delivery for all operational aspects of the charity. These procedures are periodically
reviewed to ensure that they continue to meet the needs of the charity.
OBJECTIVES AND ACTIVITIES
The objects of the charitable company are as follows.'-
al To advance the education of the public in the subj.ect of mathemati¢s, science and other
subjeets. through the provision of an afterschool for children and young people in Liverpool, to help
buikl their ￿n0￿edge, skill$ and eonfidenee in order to increase educational attainment.
b) To advance the education and training of those granted refugee status and their dependants
in need thereof so as to advance them in life and assist them to adapt within a new community.
¢1 The ￿lief of unemployment of those granted refugee status and those seeking asylum in the
United ￿-ngdOM, and in particular Liverpool, by the provision of vocational and skills training, advi
and support
Page 2

Charlty R•gl•trdtion No. 1151874
Company Reglgtration No. 07832926
PERSONAL SUCCESS
TRUSTEES. REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023
Publlc Bonefit Stsloment
In ¢on5Klering the objectives and adivities. the Trustees have considered the Charity Commission's
guidance on Public Benefit to ensure that the organi$alion is meeting its Public Benefit
requirements.
ACHIEVEMENT8 AND PERFORMANCE
11 has been an ex¢lting year for Personal SuGc•ss. We have been growng from strength to strength
since our establishment in 2011.
The Board of Trustees has been WOTking tirelessly to ensure that we dellver and sustain our collective
aim and objectsves to advanced edu¢ation for local people in Liverpool, especially the most deprived.
From 2011-2023 we have supwrted over one thousand people in their educational attainment and
achievemenis.
For the National curriculum subjects.. Mathematics, English Language, Physics. Chemistry and
Biobgy, all of our students achieved one or more levels higher than predicted in their actual grades.
In respect of this, in addth.on to the singular intervention and ￿ntributiOn of Personal Success we
acknowledge mainstream schools have a part io play in this improvement. The parents and carers
have provided positive feedback about Personal Success, contribution to theif children's education in
the recent years. Students also commented posib'vety about the impact of Personal Success and
this has been captured through interviews and questionnaires ￿ find out. how our aclivikn'es are
impactin9 on students. educational attainment. Our re￿nI GCSES, result spoke for itself. About
42 students that access our provision aGhieved some level of education improvement based on Iheir
ability.
This success would not have been achieved without the support of our Funders suth as, Workers
Educational Organisation. LCVS and partners. Award for all lottery..
Also Parents, ¢ontributions. stakeholder support, volunteers and non-Teaching staff who support our
values and aspirations. We grateftjlly a¢knowledge all of their contribution5.
In the area of Adult education, especially in the area of employability, we entered into it as a relative.
New￿rner. However, we are now recognised as one of the outstanding centres that provtyje skills for.
Jobs in Soulh Liverpool. We are unioue in our proVis￿n as individuals from over 23 nationalities accessed
our services in 2015-2021. This would not have been possible without the support of our partnèrs
especially WEA, LCVS, Torus Foundations and ESF.
Page 3

Charfty Registration No. 1151874
Company Registration No. 07832926
PERSONAL SUCCESS
TRUSTEES. REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023
We have been running courses successfully for WEA for over 10 years., such as..
1 Ernployabilrty
2 Cultural Cookery
3 Sewing
4 Community Interpreting Courses L2
S Life inthe UK
6 Driving Theory Test
7 Mentoring course
8 Functional skills- Maths
9 English Language for professionals
10 IT
11 English as Second Language {ESOLI
12 Number Made Easy
13 Community Interpreting Courses L1
14 Seeker to Cibzenship Courses
15 Health and Sociological care L2 & L31 Highfield Awarding body)
16 Safety At work L21 Highfield Awarding body)
17 Food safety L21 Highfield Awarding body)
18 Se¢urity Training
(Huhfield Awarding Body )
19 Child Minder courses
ASDAN Awarding Body
A5¢enti$ Awarding Body
Ascentis Awarding Body
Ascentis Awarding Body
We have benefited enonnously through our partnership with WEA and JCP which we feèl has been a
'￿1￿ win" relationship as we have enabled them to access students who were hard to reach for them
but assessible for use.
Impressivety. over 900 people have completed WEAJJCP Courses. Blackbum House and Granby Trust
Developmènt courses wrth us in past years. and presently, we are over subscnbed to the level that we
cannot accommodate the demand. Presentty, over 80 students are on the waiting list of which 30 of them
were to regisler for ESOL. Another key strategic partner for Personal Success is John Moore Foundaltons
and eduk8. Presently, we are now njnning accredited courses at NVQ level this includes Health and Social
Care, Customer Service and Security Training courses. This has been another way lo generate some
funds. through delivering the training for them as their local partner for Merseyside area.
The major challenge to Personal Success is shortage of funds to carry out our acb'mties.
Page 4

Charity Reglstration No. 1151874
Company Registratlon No. 07832926
PERSONAL SUCCESS
TRUSTEES. REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023
Another important challenge is to maintain our strategic relationship with WES which has been
vltally Important There are indlcations that this could be at risk due to external funding
constraints from WEA. It is urgent that Personal Success explores avenues to find continuing
support for this provsion. This has been successful so far, as we are in partnership with life college
in Birmingham and a local organisation at Blackburn House and which relations have been
productive.
The impact of COVID-19 on our services 15 huge, thi5 includes the reason for relocation, which
created a redurtion in student intake. In addtion, this has had an Impact on funding. COVID-19
also enabled us to adopt online training for our Se￿iCe and hence which has led to a better
environment for our students.
Plans for Future Perlods
Looklng ahead, the priorities for 2024-2025 are to raise enough funds in order to meet our
immediate demand. We will encourage more local people to come forward to join Personal
Success and together we will achieve our aim and aspiration by makin8 education, trainin8 and
employability support open and accessible to all. We are now registered with awarding bodies.
They are Highfield Awarding Body for compliance, ASDAN and Ascentis awardin8 body. We are
now running other courses like Food and Safety, Security Tralnin8, Health and Social Care and
Teaching and Learnin8 UP to Level 3 wlll be now be included in our courses. The coming year we
intend to set up an Agency wing of our Se￿iCe, so that most of the students will be employed
by us and send to employers in the areas like health sectors and cleaning operab'ves.
This will enabe us to be more sustainable and avoid totsl deFendency on funding. As we wll be
struggling to raise funding, Exècutiive Direct will now be sent ft)r training in Management skills and bid
writing.
FINANCIAL REVIEW
Incoming re$our¢es for the year £49,606 cOMpa￿d to12022". £43,641}, This was an increase due to
a significant improvement after COVID-19 era. Expenditure for the year was £48,446 2022." £32,775)
At 30 November 2023. the Charrty's reserves stood at net surplus of £1,160 (2022.. £10,866), the Net
Assets £10,34912022'. £22,546). However, debtors of £13,357 were not realised in the year to 2023.
The Trustees a￿ aware of the current financial position of Personal Success. They will be
continuing with fundraising and seeking r￿1 contractslgranls, as applicable, in order to mitigate risk.
RESERVES POLICY
The Trustees aspire to having free reserves at a level that would cover 3 months running rJ)sts.
Page 5

Ch3rrty R•glstr¥tion No. 1151874
Company Raglstratlon No. 07832926
PERSONALSUCCESS
Ind•pendent Examlner's Rèport to thèTrustees
for the year ended 30 November 2023
I report on the accounts for the year ended 30 November 2023.
RespÈtil¥e responslbllltles of trustees. member5 and examlner
As the charity members you are ￿spOnsIble forthe preparatlon of the accounis.. you consider that the
audit requ1￿Ment of sectSon 43121 of the Charities Act 1993 Ithe Act) does not apply. It 15 my
responsibilityto state, on the basis of procedures specrfled in the General Directions given byThe
Charity Commissioners under section 4317IIBI of the ACL whether particular matters have come to my
attention.
Basls of independent emmlner's rèport
My examlnation was carrfed otrt in accordance with the General Directions given by the Charity
Commissioners. An examlnation include5 a revlew of the accounting records kept by the charity and a
comparison of the accounts presented with those records. ￿ a150 includes consideration of any
unusual iterns or dlsclosures in the accounts, and 5eekin8 explanations from you a5 trustees
concerning any such matrers. The procedures undertaken do not provide all the evidence that would
be required in an audtt, and consequently I Ilo not express an audit opinion on theview given by the
accounts.
Independtnt eMamlnee5 ststement
In connertk>n wlth my examlnatlon. no matter hos come to m¥ attention:
111 which 8Nes me reasonable cause to believe that In any material respect the requlrements
to keep ￿CDUntin8 records in accordance with settlon 41 of the Act- and
to p￿Pa￿ accounts which accord with the accounting records and to CoM￿Y with the
acCO￿ntIng reouirements of the Act
have not been met- or
121 to which. in myopinion. attention should be drawn in orderto enable a proper understandlng of
the accounts to be reached.
Date: ￿103
CWC Con5ultsnts Ser¥lce
clo Hl8h Parkstreet
Toxteth
England
L8 8DX

Ch•rfty R•glstrJtiM 1161874
CO￿￿4NY R•glstr•Uon No. on32926
PERSOPIAL SUCCESS
Ststement of Flthandal *£iivtlles
forthe ye•r ended ao November 2013
Resvltted
funds
2023
Totsl
fvnds
Total
Ir*omlni resource5
1ncomln8re5our￿ from ge￿rated
funds..
VoluntarylncomÈ:
Main Grant- Lottery monies
Workers Educational Income
Communlty FDundation
Torus Foundation
National Herttage income
Jthn Mooies Foundaiion
Bank Interest reteivable
Women rr
Other income
io.rn)
18,855
io.rxK)
18.855
7.280
6,964
2,466
5,000
294
294
ii,Tro
Otherlncome-wlback
CIF Grant
Totsl In￿rnIn8 re50urtts
13.457
2,1Tr)
49,60fj
13,357
2.1
49A06
43,641
Resourees expended
6.725
5.165
591
35.665
3(X)
48,446
6725
5,165
591
35,665
3W
8,851
3,243
695
19.146
Trustees costs
Deprec13tion
AdminstratiVeex￿nseS
G¢)vemante costs
Total r¥ourtesexpended
NetlrKownlntl•ut8oln8 resouyt
beforetraD5fers
Grossttansfers between funds
1.160
,366
ReconCilYat￿￿ of fvnds
Totsl funds brought forwa
22,546
113,3571
22,546
113.3571
11,680
Totsl funth canitd forward
10.349
10,349
.546

Charity R•gistAtion No. 1151874
Company Registration No. 07832926
pER￿NAL SUCCESS
Balance Sheet as at 30 November2023
2022
Fl¥ed •ss¢ts
Tangible assets
3,358
3.949
3.358
3.949
Current a55ets
Debtors
Cash at bank and in hand
13,357
6,080
19.437
8,525
8.525
Creditors: •iiiounts falling
due vjithin om¢ year
11,5341
6,991
19401
Netcutrent Illabilruesllassets
18,597
6.991
10.349
TOTALASSEf5 LADS CURRENT LIA8IUTIES
NET ASSErs
22,546
Income frjnds
Brought forward
Aiustments to debtors b/fwd
Surplus forihe year
22.546
-13.357
1,160
11,680
10.866
Totsi charlty fund5
10.349
22,Yfj
Apwoved bythetrustees on...
nd signe
thelr behalf bv..
Morufv Bobot¥nde Bello
Trustee
Pugee

Charity R¢gistf8tlon No. 1161874
Comparry R•glstration No. on32926
pERSONALSUc￿S
Notes to the financlal statement5
forthe year ended 30 November 2023
l. Accounting polfjdes
lal ￿515 of preparatbon
The financlal staternents have bÈen pre￿re￿ underthe histor￿ cost convention. The flnanclal staternents
have been prepareil in accordance with the Staternent of R￿0MMended Practice.. A¢cDunting and Repo￿n£
byChartUes1SORP 200SI Issued In March 2005, and applicable UK Accountlng Stsndards and the Charities Aci 2011.
The finanoal 5tstements have been prepared on a Boing concern basts that assumesth￿ the tharity wlll ¢ontinue to
receive the support of its b4nkers. tredltors and funders.
The charity 15 aware of the deficit incurred and is in the process of addressing thls Includlng actlons to se£ure more
fvnding and implernentefflclency strategies.
Ibl Funds structure
Unrestritted incorne fund5 comprise those funds which the trustees are free to use for any purpose infvrtheran
of the charitable objects. Unrestrirted lunds include all funds that the trustees use at thei¥ disuetion, and have ser
aside resource5 foT a specific purpose.
Icl thcomln8 resour￿$
All incoming re50urce5 are irKluded in the statement of financlal aaivlties when the chaftty is enltled to the
incorne and the amount can bÈ quantified with reasonable accurncy. The following spe¢ifit politles are applied
to ￿rtICUlar categories of income..
Voluntsry Income is ￿e1Ved byway of grants, donations artd ￿'ft5 and Is Included In fvll in the Statement of
financial adivitiES when receivable. Grants where entitlernent is not conditional on the delivery of a specific
performance by the charity, are reio8nised when the charity becomes unconditionally entitled to the granL
Donated servlces and facilitle5 are Included at the value to the¢hafity where this can be quèntlfied. The value
of services provlded by volunteers ha5 not been included.
Grants, Includlw 8rants for the purch4se of fixed assety are recoBnlsed In full In the st4temÈntof finan£lal
activliies In the year In whlch they are recelvable.
Id IResourtes èxpended
E¥penditufe is recoEni5ed on an actual basis as a liability 15 incurred. Expe￿lture include5 anyVAT which cannot
fully recovered. and is reported as part of the expenditure to whlch it relates.
le I Charitable activities
Charitsble expÈndlture £ornprises thosÈcosts incurred bythe tharity in the deliveryof its actlvltles and seThices
for its beneficiaries. It includes ix>th Costs that Can be allocated direct￿10 swh attl￿tIeS and ihose costs of an
indirttt nature necessary to supportthe
lfj T•n8iblefiMed •$sets •nd depre¢i•tioty
TangIb￿fiXed assets otheithan freehold land are stated at C05t or valuation le55 depreciation.
Depreclation Is provided at rates Calculated to wrtte off tost orvaluation th estlmated residual value of each
ssetover its expected ￿￿ul life, a5 follows..
Computer Equipment
Flxrures, flttings & Equlpment
(glTaxation
15% stralght line
IO% straight line b351S
The charity benefitsfrom vario￿5 exemptions from taxation afforded bvtsx legi￿atron and is not liableto corwr4tion
tax on income or gains falling within those exemptions.
Ptye9-15

Chadty R8glstration No. 1151174
Company Ro9l$tralion Ng. ts7832926
PERSONALSLICCESS
Notes w the ftDaDdal rtatements
for theyeai ended 30 Na¥embÈr2023
l. Fuods
Uorestrirttd
funds
R05tr1ded
funds
Totsl
2023
Total
2022
Voluntayln£Mie:
Maln Grnnt- Lottery monles
Worker5 Educatlonal Income
Community Fcundatioft
Torus Foundation
14atyonJl HÈwitage Income
john MooresFoundètion
wornenTt
Other incorne
other1r￿m￿- W￿èck debtors
10,1
18.855
lo,￿0
18,855
7,280
6,964
66
S.LK)O
s,wo
294
13.357
13,357
CIF Grant
Llv&rpJol CC
eank Interest
Dl¥ertors loan5
2,100
2.100
1¥770
49,606
43.641
3. Bank Interest
JL ResourcesexpethdÈd
Llnre5trlC￿d Reslrkted
lunds
ds
Total
Trtal
ActI￿tieS ufidertaken dlrectly
48.446
48.446
32,77S
48,446
48.446
32.775
2023
2022
2023
Totsl resourw exp¢nded
D•prgdollon Othpr costs
Totsl
Total
Depr￿latIO
fjovemante tosts &
S91
300
591
300
695
940
891
Govemoncemsts include5 paymentsto the accowtsncy fees of £3tKJ."12022.. £8501

Charlty Registration No. 1151874
Company Registratlon No. 07832926
PERSONAL SUCCESS
Notes to the Financial Statements
For the year ended 30 November 2023
5. Trustees
None of the trustees lor any persons connected with them} received any remuneration during
the year and none ofthem was reimbursed expenses.
5. Tangible fixed assets
fixtures, Fittings
& Equlpment
Computer Equipment
TOTAL
Cost
At l December 2022
Additions
3,766
3.280
274
3.280
At 30 November 2023
7,046
274
7,320
Depreclation
At l December 2022
Charge for the period
3.130
587
241
3,371
591
At 30 November 2023
3,717
245
3,962
Net Book Values
At 30 No¥ember 2023
3,329
29
3,358
At 30 November 2022
3,916
33
3,949
6. Credltors: Amounts falling due wlthin
one year
2023
2022
Accruals
1,534
3LN)
1,534
150

Company Reglstration No. 07832926
Charlty R¢glstration No. 1151874
PERSONAL SUCCESS
DETAILED INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2023
{This page does notform part of the statutory tinanclalstatementsl
3011112023
3011112022
INCOME
JJni¢sttlotod RostticlR
Incomlng Re5tsurcesfrom Generated Funds
Maln Grant- Lottery monles
Workeis Educational
Community Foundatlon
Torus Foundation
National HeritaEe
John Moores Foundation
Women
Bank interest
LCVS
Other income
Other trading income wlhack
CIF Grant
10.000
18.BS5
7.280
2.466
9.680
5,000
480
5,000
11,770
294
13.357
2,100
49.606
43,641
Re$our¢es expended
Charitsble activities
7.310
12,094
7,310
12,094
Admlnlstratlve Expense$
Trustees costs
Recruilment cost5
Tutor expenses
Stsff salarles
Staff expenses
Admlnlstratlve work
Volunteer expenses
Tralnlng
Offsted
NFCE
Qualsafe
Renl
5.165
5,249
5,025
4,133
315
1,597
250
1,202
114
I,ioo
540
5,069
29,759
ESOL TTalnlng
150
H Mohamu(i
8,513
8,663
Ifd

onfd
Company Registratlon No. 07832926
Charity Registratlon No. 1151874
PERSONAL SUCCESS
TrE[AILEPJNQQMRA￿EXPEt1￿lTLIRLA&c￿￿]LIHLYEA￿EP1￿EDj￿NOllEl￿Eufj23
29.759
8.663
Traln 2 Succeed
Evaluation
Computer sofNare. consumables
and maintenance
Insurance
AdvertlslnE anij HFL Exhlbition
prin￿ng, postage statlonery
Telecommunicatlons and data costs
Website costs
Accountancy lees
Consultatlon fees
Bank charges
Depreciatlon- Flxtuie5 and fittings
- Computer eouiptT]ent
Sundry expenses
1.200
1,500
1.000
793
2.372
1.204
817
1.673
476
771
737
4.712
605
394
ioi
2,000
113
591
800
41.136
691
20,681
TOTAL EXPENDITURE
Netincomlng/outgoing resources
before tmn5fvrs
Recontiliatltsn of funds
Total funds bmughtfonvard
1,160
10,866
-13.357
22.545
11.680
SURPLUS/DEFICITcarrlodfonwdnl
10.349
22,546

Company Reglstratlon No. 07832926
Charty Rogistratlon No. 1151874
PERSONAL SUCCESS
DETAILED INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2023
IThls page does not form part of the ststutory tlnanclal statements)
3011112023
3011112022
INCOME
Untft5tt1Gted Restrlcte
Incomlng Resources from Generated Funds
Main Grant- Lottery monies
Workers Educational
Community Foundation
TorLbS Foundation
National Heritage
john Moores Foundation
Women
Bank Interest
LCVS
OtheT Income
Other trading Income wlback
CIF Giant
10.000
18,855
7.280
6.964
5.000
5,000
11,770
294
13,357
2,100
49,606
43,641
Resources expended
Charitable activities
7,310
12,094
7.310
12,094
Admlnlstialfve Expenses
Trustees costs
5,165
5,249
5.025
4.133
315
Recruitment costs
ESOL Training
150
Tutor expenses
Staff salaries
Staff expenses
Administrative work
Volunteer expenses
Training
Offsted
NFCE
Quatsafe
Rent
¢lfd
H Mohamud
1.597
250
1,202
114
i.ioo
540
5,069
29.759
8,513
8,663

Cont'd
Cornpany Registration No. 07832926
Charlty Rogistration No. 1151874
PERSONAL SUCCESS
29,759
Train 2 Succeed
Evaluation
Computer soffvlare. consumables
and maintenance
Insurance
Advertising and HFL Exhibition
Printing, postage and stationery
Telecomrnunications and data costs
Website costs
Accountsncy fees
Consultation tees
Bank charges
Depreciation - Fixtures and fittings
- Computer equipment
Sundryexpenses
1,200
1,500
1,000
793
2.372
1.204
817
1,673
476
771
737
4.712
605
394
ioi
2,000
113
591
800
41,136
691
20,681
TOTAL EXPENDITURE
Net Incoming/outgoinq resources
before tronsftr5
Reconcluatlon of funds
Total funds broughtlonvard
1,160
10,866
-13,357
11,680
SURPLUS/DEFICITcarri•d fonvanl
10.349
22.546