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2024-03-31-accounts

Annual Report 2023/2024

University Mental Health Advisers Network Registered charity number: 1155038

Contents

About UMHAN..............................................................................................................................................................2 Aims and Objectives.........................................................................................................................................2 Key Activities.........................................................................................................................................................3 Funding.....................................................................................................................................................................3 Public Benefit........................................................................................................................................................3 Organisational Developments 2023/2024................................................................................................4 Governance........................................................................................................................................................... 4 Trustees............................................................................................................................................................ 4 Recruitment....................................................................................................................................................4 Membership............................................................................................................................................................................4 Members...........................................................................................................................................................4 Value...................................................................................................................................................................5 Engagement...................................................................................................................................................6 Meetings and Continuing Professional Development (CPD) sessions...............................6 Survey........................................................................................................................................................................ 7 Feedback..................................................................................................................................................................9 Celebrating Members.......................................................................................................................................9 Other Work.......................................................................................................................................................... 10 Publications...................................................................................................................................................................10 Research.........................................................................................................................................................................10 Newsletter and external communications.................................................................................11 External Representation....................................................................................................................... 11 Regular Attendance......................................................................................................................................... 11 Ongoing/Ad-hoc................................................................................................................................................12 Impact of our work.................................................................................................................................................. 12 Key Developments for 2024/2025...............................................................................................................15 Name Change......................................................................................................................................................................15 Staff..........................................................................................................................................................................15 Membership..........................................................................................................................................................................15 Financial Review.......................................................................................................................................................16 Overview................................................................................................................................................................16 Future Plans.........................................................................................................................................................16

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About UMHAN

The University Mental Health Advisers Network (UMHAN) was founded by professionals in mental health work and has been instrumental in maintaining and improving the professional development and standards of mental health specialists and services in Higher Education (HE). UMHAN was first established in 2001 as an information-sharing network for mental health specialists working in HE and became a registered charity in 2003.

UMHAN was a key part in a series of important firsts in HE including the emphasis on practical and whole institution approaches to mental health, the development of mental health specific services in HE, facilitating awareness raising of mental health, and increasing the appropriate uptake of Disabled Students' Allowances (DSAs) for students with mental health conditions.

While UMHAN has broadened its membership to include other types of mental health specialist roles, its core aims have remained persistent over the years; these reflect the needs of specialists working in education, the requirements of people with mental health conditions undertaking education, and the benefits of positive action in education and mental health to students, education and society at large.

Aims and Objectives

The object of the charity is to advance the education of people with mental health conditions through improving access to HE.

Our aims are to:

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Key Activities

UMHAN is primarily a membership organisation and seeks to fulfil its aims by enabling the sharing and promotion of best practice through our networks, ensuring that members are kept up to date with the latest developments in the sector. We offer our members online meetings, forums and tailored resources.

We also actively seek to collaborate with key stakeholders and influencers in order to promote the needs and interests of people with mental health conditions, and to achieve the best educational outcomes for students with mental health conditions.

Funding

Our work is funded almost exclusively through membership fees. This income largely pays the salaries of our three staff all of whom work part time: Charity Manager, Policy & Engagement Officer and Administrator who undertake all day to day development and administration work.

Public Benefit

The trustees have had regard to the Charity Commission’s guidance on public benefit. We believe that by empowering mental health professionals working in education to develop their skills and expertise, and practice safely by providing networks, training and resources we advance the inclusion of people with mental health conditions in education, positively affecting health outcomes and life opportunities.

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Organisational Developments 2023/2024

Governance

Trustees

This report covers the period September 2023 to end August 2024. We have seen some movement within the Board this year due to changes in the circumstances of Trustees.

We started the year with seven trustees, led by Chair, Dr. Anna Matthews. Phil Scarffe took over as Chair when Anna stepped down in December 2023. In July 2024, Hannah Borkin took over as interim Chair when Phil Scarffe relocated to a new post in Dubai.

The Board of Trustees included:

Recruitment

A recruitment exercise for new Trustees is planned to take place in early 2025. Tessa Bartlett wishes to step down from the Board at the AGM in December 2024.

Membership

Members

We have seen a steady increase across all of our membership types and across geographical locations. This reflects our unique position representing

multidisciplinary mental health practitioners in education. We hope to continue to develop and increase our inclusive community over the next year, while upholding our key principles as described in our Conduct & Capability Framework.

Due to the timing of renewals and invoicing, it is more accurate to provide data from April to April rather than our year end (31st March).

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At the end of April 2024 we had:

The Memberwise Retention Calculator calculates the following figures for UMHAN membership:

● Membership recruitment rate: 27.1% ● Membership retention rate: 82.7%

How do you compare with other UK membership organisations?

● Average member recruitment rate = 12.5% Average member retention rate = 86%

Our retention rate is largely based on employers’ retention of staff, as the large majority of members remain with us until they move roles. This year’s retention rate is slightly higher than for 2022/23 (80.8%).

Our recruitment rate reflects work done to highlight our value to members, and raising our profile more generally. It also indicates member’s satisfaction with UMHAN, as the majority of new members find us through word of mouth. The recruitment rate is slightly lower than it was for 2022/23 (34.5%) which may be an indication of well publicised financial pressures on the HE sector but is still very high when compared with other membership organisations.

There has been an increase across all membership types. Our most popular form of referral is by word of mouth predominantly via other members including colleagues. A small but significant proportion find out about membership via a search engine.

Value

Our annual member surveys show that UMHAN members highly value the networking opportunities offered by membership, specifically the Community Forum, members’ meetings and Lunch & Learn sessions - all of which are hosted online. This gives members an opportunity to share best practice, ask questions,

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share resources and ideas and help improve the support provided to students with mental health conditions, and thus their educational opportunities and outcomes.

UMHAN also provides up to date resources and information about sector developments relevant to mental health and education:

The sense of community and being able to learn from other UMHAN members’ approaches, and being able to share with them potentially useful experience and knowledge.

(Quote from Member Survey, 2023)

Our audit of members provides a quality assurance mechanism which helps to professionalise the roles within HE. Members' interests (and by association those of students with mental health conditions) are represented in our strategic and collaborative work with other organisations, where we seek to give a voice to students and those who support them.

Engagement

Meetings and Continuing Professional Development (CPD) sessions

Our meetings and CPD sessions for members are varied, and form a core benefit of membership with UMHAN. In 2023-24 we held 65 separate meetings for members, with 937 attendees. Members have been able to watch the recordings of these meetings at a later date if unable to attend in person. An additional 581 individual views of meeting recordings also took place during the year.

We hold regular meetings for individual role types - Mental Health Advisers, Specialist Mental Health Mentors, Managers and Associates. Topics discussed in these member meetings this year have included universities’ duty of care, supporting international students and students who have reported an incident of sexual violence, the Department for Education Non-Medical Helper consultation and supporting anxious students, amongst many others:

It's just great. I started out alone as an MHA; it's a community/network, I LOVE the managers' meetings, great solidarity, like-mindedness, shared experiences, and similar challenges. So the meetings come top for me.

(Quote from Member Survey. 2023)

Our monthly Lunch & Learn sessions also continue to prove very popular. Topics are based on feedback and requests from members, such as supporting students with borderline personality disorder (BPD), self-harm, ADHD, male mental health and the

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University Mental Health Charter. Many of these sessions were delivered by experts by experience; this underlines our commitment to create a whole person and inclusive approach where people with mental health conditions can thrive and their contributions are valued and respected. The best attended session was our event for University Mental Health Day in March 2024 with 198 attendees . Recordings of these sessions which are edited and hosted on the UMHAN Event Recordings page of the website means that they can be accessed by members unable to attend.

We have also built on our specialist meetings for professionally registered staff, with regular termly meetings for Occupational Therapists, Social Workers and Nurses this year with the aim to ensure members can easily remain professionally registered through networking, sharing best practice and reflective sessions with peers.

Additionally, we provide opportunities for members to receive specialist training from partnerships with other organisations. This year members were able to access training including Safeguarding, Active Bystander and Using Outcome and Feedback Measures Effectively.

We also re-established our Advisory Group, led by Rachel. This is an opportunity for members to get further involved in the charity by giving insight, ideas, feedback and support to the Manager and Trustees. During 2023/2024 the Advisory Group has been involved in a number of consultative exercises including the UMHAN Awards, the NMH Call for Evidence, supervisor documentation and the UCAS mental health declaration wording.

Survey

At UMHAN we regularly survey our members on issues such as caseload, working conditions and their membership. Results are presented to the Board of Trustees to inform development work.

This year, in addition to revisiting the standard questions we have asked before in order to analyse patterns and trends we delved deeper into research and evaluation practices particularly in relation to the use of Routine Outcomes Measures. This data has been shared with sector partners including SCORE, IMS and a new relationship with the What Works Centre for Student Access and Outcomes, TASO, to highlight the realities and challenges for members when evidencing improvement and impacts to student mental health outcomes. We also asked about NHS waiting times and current sector initiatives.

Headline findings from the Member Survey 2023 include:

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Feedback

Overwhelmingly, members value the sense of community UMHAN creates through being part of a friendly group of similar professionals across institutions brought together at online meetings and in the Community Forum where they can share information, experiences and resources in a safe space and grow with support from UMHAN. Members describe the online sessions as ‘friendly’, ‘informative’, ‘useful’, ‘valuable’, ‘well-facilitated’ and ‘supportive’. The largest number of members responding to the survey were in agreement that UMHAN’s meetings, training and CPD are useful to them.

This was the first year a question to generate a Net Promoter Score (NPS) was included in the Member Survey. NPS is a market research metric which measures customer experience by asking a single question of members - would they recommend the organisation to a colleague? The NPS for UMHAN was 74.0 per cent; a NPS of 70 plus “means your customers love you and your company is generating a lot of positive word of mouth from their referrals” (retently.com, 2023):

I like the Lunch and Learn sessions as they are good CPD and recorded. The mentor meetings are also really good to keep up to date with what is happening in the sector.

Regular online meetings, both role-based (i.e. MHA) and professional background-based (i.e. OT, Social Work etc.)

It's just great. I started out alone as an MHA; it's a community/network, I LOVE the managers' meetings, great solidarity, like-mindedness, shared experiences, and similar challenges. So the meetings come top for me.

The feeling of togetherness, of understanding for the role we do and continued support and training.

It feels personal and it has its members' well-being at its heart.

That I feel UMHAN understands my role in a way that sometimes my employer doesn't anymore. That you fight not only for us but for the students we work with. That you provide varied CPD opportunities.

Celebrating Members

UMHAN’s first Mental Health in Education Awards were set up during 2023/2024 by Sam Gamblin. The awards consisted of 9 categories recognising and celebrating the range of work that UMHAN members do to support student mental health. A page was set up on the website and the UMHAN Advisory Group checked the wording and categories for the awards. The awards were promoted heavily on social media and in member communications. A panel of experts including a UMHAN member were

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approached to form the judging panel. Nominations closed earlier in 2024 and the winners were selected in July 2024. Due to the change in UMHAN staff personnel the Awards ceremony was postponed until November 2024. Winners will receive certificates and a £50 e-shopping voucher. The Awards will be accompanied by an active social media campaign.

Other Work

Publications

This year with the appointment of the Policy & Engagement Officer we have capitalised on the findings of the Member Survey 2023 Report to articulate the practical and strategic benefits of the specialist roles we represent in more detail as well as drawing attention to the challenges they face, We had two pieces published in Wonkhe, the ‘home of Higher Education debate’ authored by Rachel and Sam (18 Oct 2023 and 2 May 2024) to coincide with UMHAN’s 20th birthday and the Member Survey results. We also had a piece published by the HE think tank, HEPI, to coincide with University Mental Health Day 2024, on why UMHAN continues to campaign to encourage students and university applicants to disclose a mental health condition to their HE Provider.

We have continued to build on our Blog with posts by staff, members and students on issues related to student mental health including our continuing campaign, ‘I Chose to Disclose’.

A substantial amount of staff time and effort went into co-ordinating a response to the Department for Education’s Non-Medical Help (NMH) consultation which took place in summer 2024. UMHAN worked collaboratively with a number of other third sector membership organisations (NADP, PATOSS, ADSHE and ANMHP) to publish guidance for members wishing to respond to the consultation as well as publishing UMHAN’s own response.

Research

This year has seen the development of a number of research projects and initiatives led by our new Policy & Engagement Officer, Rachel Spacey. Rachel scoped the research into members’ roles and proposed a project exploring ‘the role and benefits of Mental Health Advisers’. During the year she has devised the ethics protocol, undertaken a literature review, gathered data in focus groups and via a survey. The final report will be published in September/October 2024.

Rachel has also attended meetings of a research nature including Nurture-U, SCORE and SHARE as well as collaborating with TASO for a workshop at the SMaRteN, Student Mental Health Conference held in June 2024 in London. She has also created research collaboration guidelines which are available on the UMHAN

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website which set out our position regarding research partnership. Rachel has delivered presentations at a number of conferences including ‘Access, participation, and student success’ (Universities UK), ‘The Student Mental Health and Wellbeing Conference 2024’ (Government events) and the ‘Student Mental Health: Implementation Toolkit Conference’ (HE Professional).

Newsletter and external communications

Our monthly newsletter is now sent to all members and 1071 non-members (a 59% annual increase compared with 47% for 2022/23). The open rate for the newsletter is 41% for members and 39% for non-members (calculated as a yearly average) for 2023/2024 which is over the benchmark rate of 36% for email marketing.

We use the newsletter and our social media channels to increase awareness of the work done by our members, to report current trends and themes and to engage in relevant sector topics. This helps to not only increase UMHAN’s profile and our key principles, but that of our members.

External Representation

Former Charity Manager, Sam Gamblin and Policy & Engagement Officer, Rachel Spacey along with past Chairs, Anna Matthews and Phil Scarffe have undertaken the majority of external representation/collaboration work but with some vital additional input from other Trustees and members. For example, Sam chaired an Open Forum Conference on ‘Supporting Student Mental Health’ in Q3 2023 whilst Phil and Sam met with the lead researcher from the student suicide project related to HEMHIT and fedback on guidance for HE providers in Q1 2024. Rachel was invited by TASO to attend the online, inaugural ‘Student wellbeing dialogue UK-NL’ held in Q2 2024.

Our input with external organisations tends to focus on the specialist roles which make up our membership, multidisciplinary team working, practical strategies for supporting students, the need for good data and evidence, mental health conditions through a disability lens and removing barriers to successful education for students with mental health conditions.

Regular Attendance

Disabled Students Stakeholder Group

The Mental Wellbeing in Higher Education Expert Group

Student Counselling Research, Outcomes & Evaluation (SCORE)

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SHARE (Students’ mental Health Assessment, Reflection & Experiences) project

Higher Education Mental Health Implementation Taskforce (HEMHIT)

Ongoing/Ad-hoc

We have catch up and partnership meetings with:

Association for the Managers of Student Services in Higher Education (AMOSSHE)

National Association of Disability Practitioners (NADP)

Universities UK (UUK)

Universities and Colleges Application Service (UCAS)

Association of Colleges (AoC)

Student Minds

Ofce for Students (OfS)

Charlie Waller Trust (CWT)

Independent Higher Education (IHE)

TASO (Transforming Access and Student Outcomes)

Academic Registrar’s Council (ARC)

Impact Measurement Scale (IMS) with Newcastle University

Bipolar UK

Impact of our work

The impact of our work during 2023/2024 was gauged in a number of ways including our reach (e.g. by social media metrics), growth (e.g. membership numbers) and influence (e.g. collaboration requests/working arrangements). However, we appreciate that as UMHAN has grown we need to develop an effective and rigorous way to demonstrate our impact. We hope to prioritise this development in early 2025.

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In the meantime, the impact of our work can be partially demonstrated in the following:

Growth

Reach

Infuence

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document we had written with other third sector organisations. This received 978 impressions

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Key Developments for 2024/2025

Name Change

Members were consulted on a name change at the end of 2023 and were encouraged to vote for their preferred choice. A total of 220 votes were cast of which the winning name was ‘Mental Health in Education’ or MHinE (pronounced mine). Following a resolution at the AGM in December 2024 this change will be progressed.

As we continue the process of changing our name, the Trustees and staff will consult with members on our new strategy for 2025 onwards which will help drive our policy, research and engagement activity.

Staff

Trustees agreed to the funding of a fixed term, part time Policy & Engagement Officer post, to help demonstrate the impact of UMHAN and its members, as well as helping to provide a more dynamic response to sector policy developments. Rachel Spacey was appointed to this post and began working at UMHAN in August 2023. The post was recently extended for a further year following a role review.

In July 2024, Sam Gamblin, UMHAN Charity Manager left and a new appointment, David Barker, began in September 2024. UMHAN’s Administrator, Michelle Davies also moved on to a new role and left UMHAN in early September.

Planned developments for 2024/2025 include the recruitment of a new Administrator (12 hours) and the creation of a volunteer role - social media intern to assist the team with social media/marketing. It is anticipated that Rachel’s hours (currently at 4 days as an interim measure) will be reviewed in March 2025.

Membership

We will continue to aim our recruitment efforts at a wide range of staff, to promote the benefits of our network in supporting individuals and teams in particular at those HE institutions where we are not currently represented.

We will continue to develop our resources and training for members to ensure that their skills and knowledge are relevant and up to date.

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Financial Review

Overview

Income has primarily increased due to membership development and some smaller one-off payments for consultancy and involvement in research projects.

Our accounts have been independently examined and can be viewed in a separate document.

Future Plans

Our reserves mean that we are able to employ the Policy & Engagement Officer for one more year; we are hopeful that their work may in turn help to ensure membership continues to increase. They will also be looking to secure alternative funding streams through research collaboration.

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REGISTERED COMPANY NUMBER: CE001531 (England and Wales) REGISTERED CHARITY NUMBER: 1155038

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2024

for

University Mental Health Advisers Network (UMHAN)

University Mental Health Advisers Network

Contents of the Financial Statements for the Year Ended 31 March 2024

Page
Report of the Trustees 1
Independent Examiner's Report 2
Statement of Financial Activities 3
Balance Sheet 4 to 5
Notes to the Financial Statements 6 to 11
Detailed Statement of Financial Activities 12

University Mental Health Advisers Network

Report of the Trustees

for the Year Ended 31 March 2024

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of 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 2019).

The charity's trustees consider than an audit is not required for this year, under section 144 of the Charities Act 2011 (the 2011 Act) but an independent examination required as per section 145 of the Charities Act 2011 (the 2011 Act) which is included on page 2.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a Charitable Incorporated Organisation, as defined by the Charities Act 2011 (the 2011 Act).

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

CE001531 (England and Wales)

Registered Charity number

1155038

Registered office

The Moseley Exchange 149-153 Alcester Road Birmingham B13 8JP

Trustees

Lydia Pell Trustee Anna Goirand Chair Andrew Plumtree Trustee Hannah Borkin Trustee Matthew Kempen Trustee Tessa Bartlett Trustee Phillip Scarffe Trustee

18th September 2024 Approved by order of the board of trustees on ............................................. and signed on its behalf by:

.......................................................... Andrew Plumtree - Trustee

Page 1

Independent Examiner's Report to the Trustees of University Mental Health Advisers Network

Independent examiner's report to the trustees of University Mental Health Advisers Network

('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

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

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Sajjad Jaffer FCCA Harris Accountancy Services Ltd Cobalt Square, 83 Hagley Road Birmingham B16 8QG

02/08/2024 Date: .............................................

Page 2

University Mental Health Advisers Network

Statement of Financial Activities

for the Year Ended 31 March 2024

31.3.24 31.3.23
Unrestricted Total
fund funds
Notes £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 26 28
Charitable activities
Membership Fees 63,866 57,091
Training Delivery 3,135 40
Consultancy 265 5,140
Total 67,292 62,299
EXPENDITURE ON
Charitable activities
Training Delivery 3,178 2,336
Administrative expenses 9,006 6,496
Staffing and recruitment costs 48,004 36,423
Governance 840 2,440
Premises and associated costs 852 616
Total 61,880 48,311
NET INCOME 5,412 13,988
RECONCILIATION OF FUNDS
Total funds brought forward 76,583 62,595
TOTAL FUNDS CARRIED FORWARD 81,995 76,583

CONTINUING OPERATIONS

All income and expenditure has arisen from continuing activities.

The notes form part of these financial statements

Page 3

University Mental Health Advisers Network

Balance Sheet

31 March 2024

31.3.24
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
6
176
CURRENT ASSETS
Debtors
7
11,520
Cash at bank
75,877
87,397
CREDITORS
Amounts falling due within one year
8
(5,578)
NET CURRENT ASSETS
81,819
TOTAL ASSETS LESS CURRENT
LIABILITIES
81,995
NET ASSETS
81,995
FUNDS
9
Unrestricted funds
81,995
TOTAL FUNDS
81,995
31.3.23
Total
funds
£
486
12,195
64,674
76,869
(772)
76,097
76,583
76,583
76,583
76,583

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

Page 4

continued...

University Mental Health Advisers Network

Balance Sheet - continued

31 March 2024

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: 18th September 2024

A

............................................. Andrew Plumtree - Trustee

The notes form part of these financial statements

Page 5

University Mental Health Advisers Network

Notes to the Financial Statements for the Year Ended 31 March 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Computer equipment - 25% on cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Page 6

continued...

University Mental Health Advisers Network

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

2. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

31.3.24
31.3.23
£ £
Depreciation - owned assets 310 309

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

4. STAFF COSTS

Wages and salaries
Other pension costs
31.3.24
£
46,351
1,509
47,860
31.3.23
£
35,292
1,131
36,423

The average monthly number of employees during the year was as follows:

31.3.24
31.3.23
Part Time 3 2

No employees received emoluments in excess of £60,000.

The total amount of employee benefits received by key management personnel is £29,437 (£29,328 in 2022/23). The Charity considers its key management personnel comprise of the board of volunteer trustees and the Charity Manager.

Page 7

continued...

University Mental Health Advisers Network

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies 28
Charitable activities
Membership Fees 57,091
Training Delivery 40
Consultancy 5,140
Total 62,299
EXPENDITURE ON
Charitable activities
Training Delivery 2,336
Administrative expenses 6,496
Staffing and recruitment costs 36,423
Governance 2,440
Premises and associated costs 616
Total 48,311
NET INCOME 13,988
RECONCILIATION OF FUNDS
Total funds brought forward 62,595
TOTAL FUNDS CARRIED
FORWARD 76,583

Page 8

continued...

University Mental Health Advisers Network

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

6.
TANGIBLE FIXED ASSETS
COST
At 1 April 2023 and 31 March 2024
DEPRECIATION
At 1 April 2023
Charge for year
At 31 March 2024
NET BOOK VALUE
At 31 March 2024
At 31 March 2023
7.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Other debtors
Prepayments
8.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Other creditors
Accrued expenses
Computer
equipment
£
1,238
752
310
1,062
176
486
31.3.24
31.3.23
£
£
9,009
11,785
2,030
-
481
410
11,520
12,195
31.3.24
31.3.23
£
£
4,470
6
268
166
840
600
5,578
772

Page 9

continued...

University Mental Health Advisers Network

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

9. MOVEMENT IN FUNDS

MOVEMENT IN FUNDS
Net
movement At
At 1.4.23
in funds
31.3.24
£ £ £
Unrestricted funds
General fund
76,583
5,412 81,995
TOTAL FUNDS
76,583
5,412 81,995
Net movement in funds, included in the above are as follows:
Incoming
Resources
Movement
resources
expended
in funds
£ £ £
Unrestricted funds
General fund
67,292
(61,880) 5,412
TOTAL FUNDS
67,292
(61,880) 5,412
Comparatives for movement in funds
Net
movement At
At 1.4.22
in funds
31.3.23
£ £ £
Unrestricted funds
General fund
62,595
13,988 76,583
TOTAL FUNDS
62,595
13,988 76,583
Comparative net movement in funds, included in the above are as follows:
Incoming
Resources
Movement
resources
expended
in funds
£ £ £
Unrestricted funds
General fund
62,299
(48,311) 13,988
TOTAL FUNDS
62,299
(48,311) 13,988

Page 10

continued...

University Mental Health Advisers Network

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Net
movement
At 1.4.22
in funds
£
£
62,595
19,400
62,595
19,400
At
31.3.24
£
81,995
81,995

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 129,591 (110,191) 19,400
TOTAL FUNDS 129,591 (110,191) 19,400

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2024.

Page 11

University Mental Health Advisers Network

Detailed Statement of Financial Activities
for the Year Ended 31 March 2024
31.3.24 31.3.23
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Fundraising 26 28
Charitable activities
Membership fees 63,866 57,091
Training Revenue 3,135 40
Consultancy 265 5,140
67,266 62,271
Total incoming resources 67,292 62,299
EXPENDITURE
Charitable activities
Wages 46,351 35,292
Pensions 1,509 1,131
Insurance 650 662
Rent 852 616
Telephone 72 72
Postage and stationery 44 -
Advertising 193 163
Sundries 826 1,600
Consultancy fees 565 1,178
IT Software & Consumables 3,895 3,231
Staff Training 3,920 2,336
Travel Costs 532 -
Accountancy 840 600
Bank Charges 789 641
Subscription costs 533 480
Computer equipment 309 309
61,880 48,311
Total resources expended 61,880 48,311
Net income 5,412 13,988

This page does not form part of the statutory financial statements

Page 12

REGISTERED COMPANY NUMBER: CE001531 (England and Wales) REGISTERED CHARITY NUMBER: 1155038 Re ort of the Trustees and Unaudited Financial Statements for the Year Ended 31 March 2024 for Universi Mental Health Advisers Network UMHAN

Universit Mental Health Advisers Network Contents of the Financial Statements for the Year Ended 31 March 2024 Page Report of the Trustees Independent Examinerfs Report Statement of Financial Activities Balance Sheet Notes to the Financial Statements 6 to 11 Detailed Statement of Financial Activities 12

Universi Mental Health Advisers Network Re ort of the Trustees for the Year Ended 31 March 2024 The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of 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 2019). The charity's trustees consider than an audit is not required for this year, under section 144 of the Charities Act 2011 (the 2011 Act) but an independent examination required as per section 145 of the Charities Act 2011 (the 2011 Act) which is included on page 2. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document The charity is controlled by its goveming document. a deed of trust. and constitutes a Charitable Incorporated Organisation. as defined by the Charities Act 2011 (the 2011 Act). REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number CE001531 (England and Wales) Registered Charity number 1155038 Registered office The Moseley Exchange 149-153 Alcester Road Birmingham B138JP Trustees Lydia Pell Trustee Anna Goirand Chair Andrew Plumtree Trustee Hannah Borkin Trustee Matthew Kempen Trustee Tessa Bartlett Trustee Phillip Scarffe Trustee Approved by order of the board of trustees on behalf by= 18th September 2024 and signed on its Andrew Plumtree - Trustee

Inde endent Examiner's Re ort to the Trustees of Universit Mental Health Advisers Network Independent examiner's report to the trustees of University Mental Health Advisers Network ('the Company.) I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024. Responsibilities and basis of report As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act.). Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act,). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145{5) (b) of the 2011 Act. Independent examiner's statement I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe: accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act., or the accounts do not accord with those records., or the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination" or the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)). I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Sajjad Jaffer FCCA Harris Accountancy Services Ltd Cobalt Square, 83 Hagley Road Birmingham B16 8QG Date.. .2010912024................

Universi Mental Health Advisers Network Statement of Financial Activities for the Year Ended 31 March 2024 31.3.24 Unrestricted fund 31.3.23 Total funds Notes INCOME AND ENDOWMENTS FROM Donations and legacies 26 28 Charitable activities Membership Fees Training Delivery Consultancy 63,866 3,135 265 57,091 40 5,140 Total 67,292 62,299 EXPENDITURE ON Charitable activities Training Delivery Administrative expenses Staffing and recruitment costs Governance Premises and associated costs 3.178 9,006 48.004 840 852 2,336 6,496 36,423 2,440 616 Total 61,880 48,311 NET INCOME 5,412 13,988 RECONCILIATION OF FUNDS Total funds brought forward 76,583 62,595 TOTAL FUNDS CARRIED FORWARD 81,995 76,583 CONTINUING OPERATIONS All income and expenditure has arisen from continuing activities. The notes form part of these financial statements

Universi Mental Health Advisers Network Balance Sheet 31 March 2024 31.3.24 Unrestricted fund 31.3.23 Total funds Notes FIXED ASSETS Tangible assets 176 486 CURRENT ASSETS Debtors Cash at bank 11,520 75,877 12,195 64,674 87.397 76,869 CREDITORS Amounts falling due within one year (5,578) (772) NET CURRENT ASSETS 81,819 76,097 TOTAL ASSETS LESS CURRENT LIABILITIES 81,995 76,583 NET ASSETS 81,995 76,583 FUNDS Unrestricted funds 81,995 76,583 TOTAL FUNDS 81,995 76,583 The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024. The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006. The trustees acknowledge their responsibilities for (a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and (b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements. so far as applicable to the charitable company. The notes form part of these financial statements

Universi Mental Health Advisers Ne￿Ork Balance Sheet - continued 31 March 2024 These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime. The financial statements were approved by the Board of Trustees and authorised for issue on 18th September 2024 and were signed on its behalf by: Andrew Plumtree - Trustee The notes form part of these financial statements

Universit Mental Health Advisers NeI￿Ork Notes to the Financial Statements for the Year Ended 31 March 2024 ACCOUNTING POLICIES Basis of preparing the financial statements The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 2019),, Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the Companies Act 2006. The financial statements have been prepared under the historical cost convention. Income All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds. it is probable that the income will be received and the amount can be measured reliably. Expenditure Liabilities are recognised as expendtture as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. Tangible fixed assets Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. Computer equipment - 25 % on cost Taxation The charity is exempt from corporation tax on its charitable activities. Fund accounting Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. Pension costs and other post-retirement benefits The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Universit Mental Health Advisers Network Notes to the Financial Statements - continued for the Year Ended 31 March 2024 NET INCOMEI(EXPENDITURE) Net incomel(expenditure) is stated after chargingl(crediting): 31.3.24 31.3.23 Depreciation - owned assets 310 309 TRUSTEES. REMUNERATION AND BENEFITS There were no trustees, remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023. Trustees. expenses There were no trustees, expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023. STAFF COSTS 31.3.24 31.3.23 Wages and salaries Other pension costs 46,351 1,509 35,292 1.131 47,860 36,423 The average monthly number of employees during the year was as follows: 31.3.24 31.3.23 Part Time No employees received emoluments in excess of £60,000. The total amount of employee benefits received by key management personnel is £29.437 (£29,328 in 2022123). The Charity considers its key management personnel comprise of the board of volunteer trustees and the Charity Manager.

Universit Mental Health Advisers Network Notes to the Financial Statements - continued for the Year Ended 31 March 2024 COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted fund INCOME AND ENDOWMENTS FROM Donations and legacies 28 Charitable activities Membership Fees Training Delivery Consultancy 57.091 40 5,140 Total 62,299 EXPENDITURE ON Charitable activities Training Delivery Administrative expenses Staffing and recruitment costs Governance Premises and associated costs 2,336 6.496 36,423 2.440 616 Total 48,311 NET INCOME 13.988 RECONCILIATION OF FUNDS Total funds brought fO￿ard 62,595 TOTAL FUNDS CARRIED FORWARD 76.583

Universi Mental Health Advisers Ne￿Ork Notes to the Financial Statements - continued for the Year Ended 31 March 2024 TANGIBLE FIXED ASSETS Computer equipment COST At 1 April 2023 and 31 March 2024 1,238 DEPRECIATION At 1 April 2023 Charge for year 752 310 At 31 March 2024 1,062 NET BOOKVALUE At 31 March 2024 176 At 31 March 2023 486 DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 31.3.24 31.3.23 Trade debtors Other debtors Prepayments 9,009 2,030 481 11,785 410 11.520 12.195 CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 31.3.24 31.3.23 Trade creditors Other creditors Accrued expenses 4,470 268 840 166 600 5,578 772

Universi Mental Health Advisers Network Notes to the Financial Statements - continued for the Year Ended 31 March 2024 MOVEMENT IN FUNDS Net movement in funds At 31.3.24 At 1.4.23 Unrestricted funds General fund 76.583 5,412 81.995 TOTAL FUNDS 76.583 5.412 81,995 Net movement in funds, included in the above are as follows: Incoming Resources Movement resources expended in funds Unrestricted funds General fund 67,292 (61,880) 5,412 TOTAL FUNDS 67,292 61,880) 5,412 Comparatives for movement in funds Net movement in funds At 31.3.23 At 1.4.22 Unrestricted funds General fund 62,595 13,988 76,583 TOTAL FUNDS 62.595 13,988 76.583 Comparative net movement in funds. included in the above are as follows: Incoming Resources Movement resources expended in funds Unrestricted funds General fund 62,299 (48.311) 13.988 TOTAL FUNDS 62.299 48,311) 13.988

Universit Mental Health Advisers Network Notes to the Financial Statements - continued for Ihe Year Ended 31 March 2024 MOVEMENT IN FUNDS - continued A current year 12 months and prior year 12 months combined position is as follows: Net movement in funds At 31.3.24 At 1.4.22 Unrestricted funds General fund 62,595 19,400 81,995 TOTAL FUNDS 62,595 19,400 81,995 A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows: Incoming Resources Movement resources expended in funds Unrestricted funds General fund 129,591 (110,191) 19,400 TOTAL FUNDS 129,591 (110,191) 19,400 10. RELATED PARTY DISCLOSURES There were no related party transactions for the year ended 31 March 2024.

Universi Mental Health Advisers Network Detailed Statement of Financial Activities for the Year Ended 31 March 2024 31.3.24 31.3.23 INCOME AND ENDOWMENTS Donations and legacies Fundraising 26 28 Charitable activities Membership fees Training Revenue Consultancy 63,866 3,135 265 57.091 40 5.140 67,266 62,271 Total incoming resources 67,292 62.299 EXPENDITURE Charitable activities Wages Pensions Insurance Rent Telephone Postage and stationery Advertising Sundries Consultancy fees IT Software & Consumables Staff Training Travel Costs Accountancy Bank Charges Subscription costs Computer equipment 46,351 1,509 650 852 72 35,292 1.131 662 616 72 193 826 565 3,895 3,920 532 840 789 533 309 163 1.600 1,178 3.231 2,336 600 641 480 309 61,880 48.311 Total resources expended 61,880 48.311 Net income 5,412 13,988 This page does not form part of the statutory financial statements