2022-03-31-accounts

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

DIAL

SOUTH ESSEX The Disability Helpline

ANNUAL REPORT 2021-2022

Mission Statement & Core Values

Organisational Chart

Staff & Management Committee

Volunteers & Services

Chairman’s Report & Treasurers Report

DIAL Projects

Case Study

Statistics, Evaluation & Monitoring

Generated Income

Funding & Donations

MISSION STATEMENT

DIAL provides a free, confidential, information and advice service on all issues affecting disabled people’s lives, to enable and empower them to improve their quality of life and live as independently as possible. Our own unique experience of living with disability allows us to assist others with understanding and expertise.

CORE VALUES

INDIVIDUALITY We try to respect the uniqueness of each person we work with and develop services that meet their individual needs.

EQUALITY OF We will actively promote the rights of each individual. We OPPORTUNITY want each person to achieve their hopes and goals and make real choices towards a positive future. We believe everyone should have the opportunity to make their own contribution to the community they live in.

SUPPORT AND We believe in offering support to service users in ways INDEPENDENCE which should minimise their reliance on input from professional services. We are committed to enabling people to make friendships, relationships and community networks.

BEST VALUE We are committed to the continuous improvement of services which provide both quality and value for money for the community.

VALUING STAFF We believe in the strength of teamwork and of the individual. We will work to improve the knowledge and skills of all of our staff and volunteers through training.

ACCOUNTABILITY We are committed to working openly with service users, staff, volunteers, our management committee, and external voluntary and statutory bodies. We will work to communicate with and involve all of these people in the decisions in which they have an interest.
COMMITMENT We strive to incorporate our values into all our policies, procedures and day-to-day working practices.

ORGANISATIONAL CHART

----- Start of picture text -----
CHAIR
Carol Edgell
MANAGEMENT COMMITTEE
Vice Chair Secretary Treasurer
Kim Skinner Jackie Gore Paul Hayden
COMMITTEE MEMBERS
John Scarola
Janet Greensmith
Sandra Hill
Andrew Penson
DEVELOPMENT
MANAGER
Janet Stevens
OUTREACH ADVANCED CLAIMS ADMIN PROJECT OFFICER
DEVELOPMENT OFFICER MANAGER ASSISTANT Kasia Walton
Christine Tarbard Sally Penson Ev Coe
VOLUNTEERS
----- End of picture text -----

STAFF

Jan Stevens, Responsible for the daily running, fundraising and the Development Manager development of all services at DIAL Sally Penson Assist clients with appeal submissions, casework and Advanced Claims Manager tribunal paperwork and complicated benefit enquiries Christine Tarbard Outreach Adviser dealing with a variety of disability issues Outreach Development in various locations in the south of the county Officer Kasia Walton To create social and self-help groups throughout the Project Officer district and promote volunteering through the groups

Ev Coe Deals with the clients database, statistical information and Admin Assistant helps all staff with various admin tasks

EXECUTIVE MANAGEMENT COMMITTEE/TRUSTEES

DIAL’s Committee is made up of 95% disabled people. They have a wide variety of skills to help enhance the running and decision making of DIAL. All major decisions regarding the charity are taken by the Management Committee.

Carol Edgell Chair Retired Police Force Administrator Jackie Gore Secretary Retired Pharmacy Manager & Technician Kim Skinner Vice Chair Retired Service Manager Paul Hayden Treasurer Retired Local Government Officer/Bookkeeper John Scarola Councillor/Retired Ford Union Representative Janet Greensmith Retired Confectioner Sandra Hill Retired Accounts Clerk/Bookkeeper Andrew Penson Retired Mechanical Engineer

VOLUNTEERS and SERVICES

VOLUNTEERS

For 36 years, volunteers have been a vital part of DIAL in providing support to thousands of disabled people by:

Giving information and advice on any disability issues
Working to influence public opinion and government policy
Promoting disabled people’s active involvement in society
Promoting lifelong learning

DIAL promotes the role of disabled people in society by:

Supporting them to influence decisions
Sharing their experiences and skills within their communities and society as a whole
· Making choices

Volunteers are crucial in making sure DIAL continues to support disabled people and benefit the local community. People volunteer for many reasons, perhaps to give something back to the local community or to gain valuable experience which could help in finding future employment. Volunteers agree that volunteering with DIAL has helped towards gaining more up to date skills, experience and increased confidence.

Volunteers add value to our work with disabled people in the local community and in return can expect:

The enjoyment of being part of a team
A chance to meet new people, make new friends, gain confidence and increase self esteem
To gain new skills
The chance to use their individual talents and skills to benefit disabled people
Personal growth and development
The rewarding feeling of supporting someone to achieve their full potential
The knowledge that they have made a real difference

DIAL currently has a bank of 8 committed volunteers, working between 5 and 10 hours per week. Whether they are disabled themselves or have a family member or friend they care for, they are all dedicated to the work that they do and endeavour to help others cope with their problems and difficulties. DIAL promotes the importance of the role volunteers play in the organisation and encourages all volunteers to participate in training courses to benefit their work at DIAL and to increase their own knowledge, skills and confidence.

SERVICES

DIAL is normally open Monday to Friday between 10am and 3pm at its main office. Normally anybody is welcome to come and visit us at the office but due to COVID restrictions people can now only contact us by telephone, text, email or letter as all face-to-face services have been restricted. All enquiries are promptly dealt with and further information is passed on as soon as we receive it. DIAL is unique in the fact that it deals with problems relating to all disabilities and disability issues mainly by people who are disabled. This enables them to give advice with compassion and empathy and we feel that this puts us in a better position to give a top quality, specialist service to disabled people. We provide quality advice and information on a wide range of issues.

We offer a variety of projects to help as many people as possible access our service in the way best suited to them. We offer

General information and advice by our office in Grays
Home Visiting service for people unable to get to us for help with benefit applications and independent living advice (this is currently a very limited service)
Welfare Rights Service to help people with appeals, casework, submissions and tribunals
All our Outreach Service is currently suspended due to COVID
Information provided by telephone, Email, via our website, text
Social Clubs and Self-Help Groups (call office for details) These have restarted from August 2022

The following services are available. Appointments are needed for some areas of assistance e.g. form filling, appeal casework and home visits.

Support, Information and Advice by friendly staff and volunteers
Benefit Checks, Benefit Enquiries, Benefit Appeals and Casework
Help with completion of various forms (hard copy and online)
Advice on a variety of disability related subjects, e.g. equipment, leisure, access, etc
Advocacy, Signposting and Referral, as necessary

Unfortunately, most of these services haven’t operated over the past year due to the pandemic and the lockdown. We have continued to operate the main service whilst working from home by telephone, email and face to face calls. We have returned to working at the main office since August 2021 and started opening up for face-to-face help by appointment only since October 2021.

CHAIRMAN’S REPORT

Due to the Covid Pandemic this is again obviously not a very long report. We were able to continue due to the staff being able to work from home but unfortunately only a few of the volunteers were able to help via certain apps being installed on their phones to allow them to speak with the clients. The trustees continued to be involved and updated by various means that included telephone, email and Zoom with a couple of socially distanced, in person meetings taking place later in the year.

We did return to the offices in August and volunteers returned as well as the staff. Some volunteers didn’t feel ready to return as they were still worried by the risk of COVID. We have lost 4 volunteers who have said they will not be coming back as they feel they can no longer cope in the office atmosphere.

By the end of the financial year we were back seeing people by appointment only and the number of contacts was starting to pick up. Only time will tell as to what will be possible in the future, and hopefully we can be flexible enough to cope with whatever is thrown at us and continue to operate for many years to come.

As every year I would like to say a personal thank you to everyone for all the help they have given over the last year.

Carol – Chairperson

TREASURERS REPORT

The accounts have improved again this year and we have gained additional funding for our work throughout the pandemic. We finished the year with some reserves which we need to build on to give us a buffer for any difficult times ahead. DIAL aims to generate as much core funding as possible from income generation and donations/fundraising activities and we aim to enable ongoing development through project funding from other funders. The trustees will continue to monitor the level of funding being generated to ensure sufficient funds to continue to operate the service at its current level for as long as possible hoping to avoid the need to reduce levels of service to the public and to identify sources of funding to allow DIAL to expand its services.

Paul - Treasurer

----- Start of picture text -----
DIAL’s PROJECTS
----- End of picture text -----

Sally Penson Appeals Service

During the final year of our NLCF project, I was required to continue with Appeals and Representation of clients, and representing clients in court. Most of these were carried out over the phone or via TEAMS.

In August 2021, we had returned to the office after 17 months of working from home as a result of the COVID19 pandemic.

In October we were able to meet with clients face to face for the first time in 19 months. We had COVID restrictions in place, but this still enabled us to help our clients to the fullest. It was great to get back into the office and to have our DIAL family back together. Unfortunately, some of our volunteers had decided they did not wish to return. During our final year I have had 122 cases, 83 of these cases are now closed, 50 of which cases had successful outcomes, which generated a yearly income of £136,120 and increased my client’s weekly income by over £3,460 and they were grateful to receive back pay amounting to nearly £180,000. I was left with 39 cases to carry over to the next financial year.

Christine Tarbard Outreach Service

The Outreach Service and Home Visiting Service was progressing well until we were forced to close them due to COVID. I have continued to help people as best as possible over the telephone and still completed their benefit application forms by asking questions over the phone and then completing additional sheets for them to attach to their forms and return. This has worked very well over the past year and we are now giving our clients the choice of telephone or face to face appointments when people need help completing their benefit application forms. We returned to the office in August and as we are still unable to offer home visits or attend any previous outreach locations I have continued to work in the main office helping clients. I still work closely with Thurrock Community Support (Local Area CoOrdinator’s) whose clients suffer a lot of mental health issues and who are unable to navigate the systems themselves. This causes them more anxiety and stress. I also work closely with the Social Prescribers and other voluntary organisations who operate referrals and signposting for their clients.

Kasia Walton “Coming Together” Project

The project is continuing for people living in Basildon and we have secured funding to open more groups in Thurrock. The groups provide a range of activities to build social connections between disabled people, as well as their families and carers. Activities include coffee mornings, advice and support and areas of interest of those attending, and a Young People’s Programme, to encourage social interaction. We have started a group for families with children so they can play whilst the parents share happy and sad stories, supporting each other through difficult times. There are also training sessions to develop digital skills. Participants shape the project via a user forum, evaluation workshops, and by giving individual feedback.

Once COVID hit I had to stop holding the meetings and designed a way for people to keep in touch and participate in activities together to ease the stresses imposed by lockdown. The groups reopened in August but many people still felt unsafe about attending so we continued using the alternative methods as well to please everybody. We use instant messaging and video chats to provide a reliable network of advice and friendship. During COVID-19, whilst in person meetings were suspended, the group adapted to deliver craft packages to their usual project participants. This has grown and we now distribute packages every month to both adults and children to keep them occupied and a little competition as they enjoy sharing their work with other members. The craft packs are going to continue due to their large popularity.

We are trying to encourage those who are lonely, isolated or interested in learning more about living with a disability or with a disabled child to join our online chats, join in with video calls and take advantage of the various activities we have on offer. We have a mixture of lonely people, retired people, people with physical disabilities and people with bad mental health conditions. We have created the WhatsApp group where people have 24hr contact with each other and this is working very well.

CASE STUDY

Mr G is a 51-year-old man who suffers from PTSD, chronic anxiety and OCD, brain fog and stomach problems. He is in receipt of Employment & Support Allowance, with the Support Group component.

Mr G had made an application for Personal Independence Payment (PIP) in December 2019, unfortunately his application was unsuccessful.

In 2021, he made another application for Personal Independence Payment and was sent another ‘How your disability affects you’ questionnaire. After several months of trying to complete the form himself and calling DWP explaining he has been unable to complete the form in the allotted timeframe due to the severity of his mental health issues, he contacted our organisation for assistance.

We had multiple extensive telephone calls with Mr G, prior to his appointment, this involved us spending much of the time reassuring him we were going to help him as much as we could, however he still created problems that were unlikely to arise.

A few days before his appointment he called and stated he didn’t think he would be able to come to the appointment, due the heightened anxiety he was experiencing but he was also in a state of panic as PIP had been very understanding with regards to his issues and he was aware the form needed to go back. It was becoming increasingly evident that a telephone appointment would not be suitable as he flitted from one thing to another and would often call again later that same day as he had forgotten to tell us something, therefore I made an arrangement with him.

Mr G was to go through the PIP form and answer each question and email it to me so I could read it through, change it if necessary and print it off.

Following the telephone conversation, we had where we made the arrangement to help via email, Mr G received a text message from the assessment centre stating he had an appointment 2 weeks later. This sent Mr G into a further panic as he had not completed the form and it was unlikely he was going to have it done by the assessment date.

I reassured Mr G and said I would contact the assessment centre to ask them if he could have another date as his anxiety was preventing him from being able to participate in assessment on the original date. A new appointment was scheduled. This allowed Mr G the time to get all the information to me.

Once I had received, proofread, printed and collated the pages, I wrote a letter to PIP and the Medical Assessment Services explaining the difficulties Mr G has and sent all the provided information and evidence via special delivery to ensure they were received in time for the assessment.

Mr G participated in the assessment and a few weeks later I received an email stating he had been awarded the Standard Rate Daily Living and Standard Rate Mobility of PIP. He was so happy with the help he had received but felt a couple of the descriptors were awarded wrongly, but he didn’t want to appeal the decision, he was just over the moon he had been awarded something.

Mr G emailed a few weeks later as he was now concerned that the award for PIP was going to adversely affect his ESA award. I explained PIP is non means tested and that it will not affect his ESA, this reassured him and he said he was so happy he asked for the help when he did but wished he had sooner as it could’ve prevented a lot of unnecessary anxiety and stress.

STATISTICS, EVALUATION & MONITORING

Below are the annual results of the evaluation and monitoring of DIAL’s service using the monthly statistics. In the financial year April 2021-March 2022 we saw a total of 1879 clients seeking information on 4378 enquiries. We also saw another 73 people at the clubs and delivered 188 packages.

The total of enquiries is broken down as follows;

SUBJECT AREA	2021-2022
ACCESS	0
AIDS & ADAPTATIONS	35
APPEALS	421
MANDATORY RECONSIDERATIONS	142
SSCS1 FORMS	105
COMMUNITY CARE	118
ENERGY	17
EDUCATION	13
EMPLOYMENT	12
FINANCIAL	105
HOLIDAYS	6
HOUSING	92
LEGAL	22
MEDICAL	48
MOBILITY	44
BLUE BADGE	229
PERSONAL	7
RADAR KEYS	19
TRANSPORT	47
VOLUNTARY SERVICES/ORGANISATIONS	170
BENEFITS(VARIOUS)	2634
OTHER	92

TOTAL	4378

Benefit advice was again the main subject that we were contacted about accounting for 60% of all enquiries received. We were contacted by more people under retirement age. This year we dealt with 443 people over the age of 65 and 1436 people under 65.

AREAS

Although not everybody that we deal with will give us their full details we try to get the area that they live in. We are being contacted by people from further afield including Outer Boroughs of London, Havering, Dagenham, Chelmsford and Southend. Contacts from each area are shown below;

Basildon, Billericay and Wickford	376
Brentwood	56
Castle Point	84
Rochford	50
Thurrock	1061
Southend	85
Other	167
Total	1879

WEBSITE

Our website is regularly updated allowing many people to find the answers to their enquiries online for the more frequent enquiries that we deal with.

BENEFITS AND GENERATED INCOME

Of the applications that we completed we have only received about a third of all results. Many claims are still being refused or clients are receiving a much lower award for Personal Independence Payment (PIP) as the criteria for qualifying for an award is more difficult to achieve than it was with DLA. With refusals for other benefits this combination is putting a higher demand on help for Mandatory Reconsiderations and Appeals Service. Results still do not take into account any additional income generated by the award of one benefit that leads to entitlement to other benefits, e.g. an award of Attendance Allowance that then leads to an entitlement to Pension Credit, Housing Benefit, etc. We can still only record the amount of the initial Attendance Allowance award for our figures as we are not informed of the rest.

Over the past year we generated a total of £1,299,367

This is made up of £1,119,441 from awards of benefits and back pay from forms we completed and £179,926 from successful appeals

FUNDING AND DONATIONS

We would like to thank everyone who has helped DIAL over the past year. It is becoming increasingly difficult to raise the funds needed to continue to operate, especially core funding, but we have managed to survive another year and generate more income to continue to offer our service to our clients.

We would like to say a very big thank you to our main funders listed below that have funded DIAL’s work over the past year, without whose support we would not be able to continue to operate.

We would also like to thank all the individuals who have generously given donations throughout the year and those who have pledged a regular standing order donation. All money given is used for the direct benefit of the service, to help us to help the disabled, carers, older people and vulnerable members of our communities.

ESSEX COMMUNITY FOUNDATION

MID & SOUTH ESSEX COMMUNITY PARTNERSHIP FUND VOLUNTARY SECTOR DEVELOPMENT FUND PeoPle’s health trust NATIONAL LOTTERY COMMUNITY FUND GARFIELD WESTERN UNITED WAY

WITH

COMPLIMENTS

DIAL is a CHARITABLE INCORPORATED ORGANISATION

Registered Charity Number: 1155514

DISABILITY INFORMATION ADVICE LINE SOUTH ESSEX DIAL SOUTH ESSEX Charity Registration Number.. 1155514 STATEMENT OF ACCOUNTS FOR THE YEAR ETr4DED 31ST MI ARCH 2022 BROOMS PROFESSIONAL SERVICES LIMITED CHARTERED CF.RTIFIED ACCOUNTANTS RF.GISTERED ALIDITORS

Disability Information Advice Line South Essex (DIAL South Essex) Statement of Tru$tee$' Responsibilities The trustee5 are required to prepare accounts for each financial year which give a true and fair view of the Charity'5'5 financial activities during the year and of its financial posiiion ai rhe end ofihe year. In preparing those accounts, the trustees are requEred to.. Select suitable accollniing policies and then apply them consistently, Make jvdg¢ments and estimates that are reasonable and prudent, Slat¢ wlieiher applicable accounting standards and siatemenls of recommended practice have been followed, subject 10 any matcrial departures disclosed and explained in the accounts, Prepdie the accounts on the goinbj concern basis unless it is inappropriate io presume ihai ihe Charl. will continue ils activities. The trustees are responsible for keeping proper accounting records which disclose wilh reasonable accuracy the rinancial position of the Charitv ai any iiine. They also are responsible for safeguarding the assets of the Charity and henc¢ for iak&ng reasonable steps for ihe prevention and deieciion of fraud and other irregularities.

Independent Examiners, Report to the Tru5tee5 of Disgbility InforatiOn Advice Ltne South Es$¢x (DIAL &)uth Es5exl for the ytar ended 3151 Mareh 2022 I report on the accounis ofihe Charity for thc }'ear ended 3 1st MarLh 2022 Re5p¢etiV¢ rnsp(pSIblIl1Ies of trustees and exominer The charity's tru5te¢s are responsible for preparing Ihe Trusiees Rewrt and the financial sialemenis in accordanc¢ with applicable la¥s' and Uniied Kingdom accouniinbT siandards (United Kingdom Generall! AcLepied Accounting Praeiicel are sei oui in the Siatemeni olTrusiees' Responsibililieg. The chariii's Irusiees consider lh an audit is not requir¢d for ihis v¢ar lunder sLction 144121 ofthL Chariiics Aci 2011 Iihe Chariiies ALIII and Ihai an indep¢nd¢nt ¢xamiDalion is needed. cxamine ihe accounts (under Scclion 145 of the Chariiic% Aci 20111.. io lollow (he procedures laid dO.n in Ihe GLneral DirLLlions ¥i%ien bv Ihe Charity Comi55ioner5 lundeT SLclion 14515llbl of Ihe Charilie5 Act 2011 I., dnd io stal¢ whether particular maiters have come 10 our aiteniion. Basi5 of ldePendent examiners, report Mv Lxaminaiion w2$ carri¢d out in aiWTdance with lh¢ g¢n¢ral D7clon$ given tiy the Charity Commi$%ioners. An examination include5 a reTrieiv of the accouniing records kept bN the chariii- and a corllparison of Ihe accounis presented with Ih05¢ r¢cords. li a150 includ¢5 con5id¢raiion of an>, unusual iierns or disclosures in Ihe accounis. and the Seeking of explanaiion5 from you as tru5t¢e5 onr¢rning an}" such mailers. 'fhe procedure5 undertaken do noi proi'ide all th¢ tvidence ihal iNould be required in an audit and. con%equenil}, no opinion is given as to whether the accounts present a 'irue and fair vieiv" and ihe rewrt is litnit¢d to th05¢ maiie $¢1 uut in th¢ slJt¢tD¢nl b¢low'. lyidependenl examiFTers'sloiemeni In connection iviih m>. examinaiion. no matter has come 10 MJ atiention.. hich gives me reasonable cause to belicve thai. in any material respca, Ihe requirLmcnis'. lal io k¢bp a¢¢ounling records in uccorance wilh %cction 130 of Ihc CharitlC5 Act 2011: and Ibl to Prcpare accoiinis %¥hich accord wilh the accounting reLOTds and tu ¢ornplv 'Ith Ihc atcounling reqyiT¢menis of Ihe Chariiies Aci 2011 and ihc regulaiions made IhcreundLr have noi been mei., or 10 which. in my opinitsn. atteniion Should be drawi in order to enable a proper understsnding of ihe accounis lo be reached. Signed Sonia Shah FCCA ACA CTA Brooms Profe55ion41 Services Ltd Broom Hou%e 39143 l.ondon Road Fladleigh Bentieei kssex SS7 2QL Daicd.. 12ih July 2Q22

DibIlIt} Infvrmtlon Uwie¢ Line Essex NLCF D¢s¢ripLjon Fd Fur 29.660 29.6GO 959 959 Chlrilible artiw¢8 Other &686 70.116 To¢il e¥EndhWr¢ 25 ti nL05Stln InVrte JW$3 2JJ70 31.76é Tr4n&fers bptsWee flld5 ¥¢1 rno*efflefi¢ JO83 J.995 18273 21.570 31.766 B4laDEE5 lorwaid 1$1 A1 2021 22. 63.kn ftsrwxrd it Jlsl %lar(h 2022 I4,0

Disability Information AdN'ice Line Souih Essex (DIAL South F.5sex) Statement of Financial Activities for the year ended 31st Ilqarch 2022 2022 2021 Notes Fixed 85$e¢s 3.885 5, 188 Current 955ets Balances with bankers Cash in hand 83,035 79 60,672 79 Total currenl asseis 83,114 60.751 Creditors: #mouuts falling due wilhiD on¢ year Creditors 2,256 2. 706 2,256 2, 766 N¥1 cutreoi asse15 80,858 57, 98) Tolul asseis le55 curreni liabiliiie 84,743 63.173 Unrestricted funds General fund 39,327 5$). 787 Restricted funds P¢oples Health Trust NLCF fund NHS Fund 3.083 24,060 18,273 23.2QS 84,743 63.082 These financial statements were approved by the Trusiees on 12th July 2022 and signed on their behalf by.. Chairman ICarotE Treasurer {Paul den}

Disability Inform8tion.4dvice Lint 8nllth É.g$¢X {DI,IL Sullth Es5exl Staternenl of Trinxncisl Aoiiiilie5 lor the lear cndtd Jlst 1l&r¢h 2022 l Poli¢j¢5 Vracii¢e A¢couniinb' KLpunin¥ by Lh4rilic5 preparing iheir accounts In acwrdarKe with l.Inan¢iAI Rtptrrting Standard EpplicEble In UK {FRS 102) 1SSued on 10th July !V14. applicoblc accounling 51andards ilie Charilie5 ALI 2011 'I-hl been rrtpllrcd an aicrua15 bJsi5 ofarcouniin iesiament ofcomp4r&tive iiems .&s eded. No rcmamEnts wcrc rcquirEd c ltscomc Rteti¢lD Incomc 15 rccogniKed In ihe p¢r1j when the Chariiy is eniiiled w reieipi and IheAmDuni can be measured wiih r¢a3ollaWe aCcUry. In accord&n¢e M'iih this Granls dre Includcd ihc condilioiis for rereipi hav¢ been ¢ornpli¢d wiih. Fund Ai£uuTh¢in¥ eneral fuiids are uniesiiicd funds iihich arL' Qi.ail&ble for Ihe use aiihedirÈtion ofthe trustees In funheiance ofihc gencral objcciives of Ihe charity and Designaied fuNJs eompriscd of unr¢sineTtd lunds rh1 h&Yc I'n 5Et le by the In[¢¢$ for parlicular purpostt -rhe and use ofcaEh dcyi8n&i¢d fuDd is RcSlrici¢d lund5 arc fund5 which are lo be used In a9[dance with specific re51ric¢ions irnposed b5'donors or which hawe been raised by Ihe chaiiiy for paniculai p[pe5 The coslufra151n8 and adMini#eriThs funds are chars¢J agAillsi specif1c funds The dim and ofeach reskncled fuTMI Is 5¢1 Out In ihe notes t financial 51aiement5 B&nk DeposltS Ini¢r¢si r¢c¢yvobl¢ Is IncI1C In Imomcand exwdilure account whEn Il iy received At an amount l¢k Includes any iaxtredil recerablE from HM KcTrLnuC & Lu5lOmS IniereSI rL¢tiYcd from depD51t5 are TCOUnted on recei r Eipenditure RocOgnit All Lxpcndiiurc IS accountrd forttn an accrua15 ba515 All ¢%ne$ Includins suppon cosis and 8Oltrnan¢c cosis are allucaied or appDnioned to ihe applicable ¢¥5diture headin¥s- ¥ ,IllUCxlin vfSuppvrt GVernMCe C'v5L$ SuppTrN co51s has¢ IieeD allocaicd lIsen goiLrnance cosis thj oihtr SuPrt ¢05t5 GoY¢rnan¢e ¢0sts comwise all cosis Inwolwill8 Ihe publi¢ accounthbiliiyor I'he only apponionmenl 10 gov¢rMance C$ rL'laiL lo ddminislrdliv¥ 54lane5 etc which are apportioned on the bAs1sof Iu% to80Mance tost5. b¢ on lime 8llw8ted togovernan¢e issucs h Rcrlaimett on Gift éli Incoinc 15 fL'cowerd from HMRC on IrKome received from donaiion5 by Wdy ofthe 8in aid schÈme duringtheyear i -l#ngibl¢ Flieil A%%tl$ Tdnsibli Fiycd 2SSCIS 8rQCaPltalised whEn the co51 ofsuch a55eis lexcludills VATI exc¢¢ds £200 Tangible fixed 5¢15 are 5Llted ai c051 less dcpreeiAtion which 1$ ProLded In annual ID5wlmenis er Ihe estirnai¢d useful econ¢thi¢ Iiycs ofthEa55ets Deprc¢ia¢ion 15 provided oi ihe lollotvirtE ann] raics Silliks COns151 olpurcha5Èd Baods for resale and are siad Ri the lowerofcosi and rtei realisable value Provision 15 rnade forsloM-moNing orobsol¢ Item5 M.hEre Jpprowiaie.

Dis2bllilv InformAtioll trldvi¢L, Llntsouth Es84x IDIAI. SDulh E55exI Sipi¢m¢nl nf Fin3nCl Aclivilies for the lear ended 3151 2022 ro5mrl¢d Fund Rr51ntyrd FU PEopl¢s H¢alih NLCF Fund Fund Donatirth> ¥ranl& ¥1fi5 Bnd 11.769 29.MO 11.7 29.66 3. Expe1¢U on., R#isinK (und5 Unrc5m¢tcd Fund G¢N¢Tal TtUs1 NI.CF 2n21 Fund 959 95g 5g Exprnoilurè Dn.. Restn¢d FuDd Pwpk5 H¢alih yiphJrtQlr¢ Fund Fund FuDd Fund Salary 10,962 6.097 .760 9% 864 Tel¢phoii¢ 385 428 4.290 60 Travrl and expen5 Ad%efiisiThgAndwMmiDns 4Qg 249 70 270 Lompirtcroxpenses ACCO[neY Sundry EX5¢5 Renl. rates seTric DeprgcidlIn <iffixlur¢% finjng5 ndUlPKnt 884 3.989

DisAbility Information Advice Line South Ess¢x (DIAL South E5$ex StAttmtni of Finaneial A¢ti%ities for the year ended 31$t March 2022 Illlurmlivn of #n¢J suppurt ¢oyl$ 2022 2021 Total allwuicd Governance Other SuppotT ¢0515 Govemanc¢ Oih¢r Supp cosis and national ir¢t 8.235 86 8.235 2.770 132 Prol¢SSTonAI f¢¥s 4.272 2.549 1.244 1.692 1,390 3.164 2,513 3.164 2.513 InsurancL' and al'filiAtion fee5 Q)Wii¢ lguipTnn[ Cvpiir hire Computcy expense4 ALcvuniJnc} Swidry ¢xp¢nses Reni. rates and services 1.332 1.12 1.022 8.016 3, 102 0, 757 8.016 26.994 9.506 9.028 6. et Incoming Rcsourct5 llfter chargig- 2021 2021 Nei INc-¢71I1i& resgHRces ai'g sloiedufiYr¢l7orgirtg ihe Geer1 Fuiid. BTovms lJrolr5sional SL'FVILL5 Lid. dependeni examiiiaiion accounidnc)., taAaiion aiid con5ultaN¢y 1. 120 2.487 2, 189 1.692 Operaiin8 lease rentals of equipment

Disabilitv Information Advice Ltne South E55ex (DIAL South Essex) Statement of Financial Aetivitits (or the Tr'ear ended 31st March 2022 Fixed Asstts Flxiures, Flttlngs and Equipment Total C05tlValuation Ai 1st April 2021 9,628 9.628 Additions Disposals Ai 31st March 2022 10.812 Depreciation Ai I si April 2021 4.440 4.440 ChaTg¢ foT year 2.487 2.487 Dispo%als Ai 3151 March 2022 6.927 Net Book Vllut Ai 3151 March 2022 3.885 3.885 Ai 51512Varth 2Q21 5.16 5. 188 9. Creditors 2022 2Q21 Sundrv crediior5, accruals and defcrred incorne 2.256 2. 706 2.256 2. 766

Disability Information Adi'ice Line South Essex (DIAL South Essex) Statement of FiNaneial Activities for the year ended 31st Mlrth 2022 IU. Start cfjsis 2022 2n21 Salarics Pension Emplu>'ets' naiional insurance 81,213 864 77.005 1.318 697 83.212 A%'eraKe nuniber ol'siall'during lh¢ v¢ar.' Employ&'s Lmolumcnis below, £60,000 No ITusiee or per50n related or connccicd b>. busin¢ 10 Ih¢m has receii'cd anv Temuneration froin th¢ Cliaril> nor have ihe) eniered inio an) Iransaciion. wnira¢i or othcr arMngimLni %%iih Iht Ch2rilW during Ihe vear. Duiing tlic Jear, iio ¢xpcn.%cs wcrc r¢imburscd 10 Ihc Board of l-ru$ice tllLmbers 'hICh principallv repre5cni rLimbursed ITavellin& aLcornmodaiion subsistence ¢¥pcnscs in aitcnding meciings dnd otrieial a[rangLents. 11. undS Tli¢ g¢ii¢ral lund is an unrcstrici¢d fuiid used Ivr gtneral pUrpoe$. b. 'I'hc l)eoplLs Ilealih'l-rusi is a restrici¢d lund lo $upporiing speiialised work such as home 15111& appta15 and M'ork and outreacli loc41ions. e. A4A is a res1iLled fund tg help people control their fingncts. claim Iheir righilul cniil¢inc1115 10 Icad 10 a better quaility of life. d. NLcf ib a rLsiriilL'd lund Iv ideniifv L'niiilemeni and help peLTrple apply for ben¢fiis and %r%'ir¢5. NI IS ]% a r¢.qiriciLd fund 10 hLlp rcduc¢ Isvlaiion Sli skill selb.

DisAbility Information Advice Line South E$$¢ {DIAL South Essex) Statement of FinAnci91 Activities for the year ended 31st M4r¢h 2022 2022 2021 Intome Ciranls received Donaiions receivtd S41¢ of goods 133.400 3.795 141, In8 4.265 145.310 Deduet.. Tr-rypenditurt Salari¢£ and Nalional Insuran Pcnsion Prof¢s5ional Fees T¢l¢phune and Posla¥e Training 017ice %upplic% Insurance and AllIa110n Fecs MoloT and Trokel AdTrenisin¥ and PTvmoiion O(fiLL' Iquipmcni and Copier L&gse Compuier Losls Accountancy SundTr ExpenbLS Rent. Rates and Scri Ices blind Raisinb Costs 'ixIuTL'%, l-'illin¥s and Equipmenl Dtpreciaiion 82.346 864 77.760 4,272 3,032 3,175 2.549 1.244 1,497 4,290 2.498 3.164 2.513 2,?24 1.284 1,692 1.396 1,120 3,102 6.757 1.332 1.022 8.016 959 2.487 2.189 Toial Expen(liture 113,6n4 (Deficilllsurpluy for the l'ear 21.570 Note.. This page d<)es not form part of Ihe fornial acwunis.