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2024-03-31-accounts

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

FOR

THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS

THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 March 2024

Page
Company Information 1
**Trustees’ Report ** 2
**Independent Examiner’s Report ** 10
Statement of Financial Affairs including 11
Detailed Income and Expenditure Account
**Balance Sheet ** 12
Notes to the Financial Statements 13

THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

COMPANY INFORMATION for the Year Ended 31 March 2024

DIRECTORS: Professor R D Hinshelwood (Joint Chair)
Dr R Banks
J J Diamond (appointed 15 December 2023)
Dr V Luthra (appointed 15 December 2023)
Dr J E Strivens (Joint Chair)
Professor J A Trowell
S A Vaudrey (Treasurer)
SECRETARY: A D Harms
CEO: J M Sprince
REGISTERED OFFICE: 60 Lordship Park
London
N16 5UA
REGISTERED NUMBER: 08071974 (England and Wales)
CHARITY NUMBER: 1167755
ACCOUNTANTS: Geela Accountancy Limited
36 Bakers Close
Bishops Hull
Taunton
TA1 5HD
SOLICITORS: Winckworth Sherwood
Minerva House
5 Montague Close
London
SE1 9BB

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) for the Year Ended 31 March 2024


The trustees present their annual report and financial statements for the year ended 31 March 2024.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's Memorandum and Articles of Association, the Companies Act 2006 and "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).

Objectives and activities

The objects of the charity, as set out in the governing document are:

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake

Achievements and Performance

In furtherance of these aims we have developed:

Resources available to the Public

As well as being open to our own members the site acts as a base for institutions running courses that we accredit and a base for them to communicate to the wider public. These include Essex University, The Mulberry Bush, The Oxford Parent Infant Project (OxPip), Placement Support, The Birkbeck Counselling Association and many others.

The website provides information and learning events for members of the public and also confidential rooms for webinars and discussion groups, facilities for posting articles and videos, and information and learning events.

During the year the Association continued to run approved CPD webinars and a number of free discussion groups, as well as a free Conference for all Site Users. Go to our website for further information on discussion groups and further information on webinars.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024


We hope to set up monthly online Scientific Meetings hosted by our Psychodynamic Psychotherapists, where our Full Members can present and discuss their work. These meetings will be open to all members of the Community Site, and we hope it will attract members of the general public to take out free accounts on the Site, and thus be added to our mailing list.

We are particularly interested in spreading psychodynamic knowledge into areas and communities where it has previously been absent or where engagement has been low. In furtherance of this we are currently accrediting a course for religious leaders and ministers in a minority community, including separate men’s and women’s groups, and on the interactive site a series of webinars and discussion groups on the significance of racial and cultural divisions and on systemic racism. We also accredit - amongst other trainings - trainings for teachers and teaching assistants, trainings for social workers working with foster carers and fostered children, for voluntary agencies working with vulnerable families and for youth workers working with young people vulnerable to gang affiliation. We provide support for clinicians working within prisons, and with traumatised army personnel, and with adult CSE survivors.

Through our policy of meeting at least termly with the leaders of all our trainings, our partner and affiliate organisations, we maintain a close relationship with all the external organisations whose courses we accredit - such as the Mulberry Bush, TCTO (Essex University) and Placement Support.

Anyone who works within an affiliate or partnership organisation is automatically entitled to free associate membership. This means that they can attend webinars and events that are open only to APPCIOS members, and that their experience is taken into account should they wish to advance further towards Senior Associate Membership or Full Membership

Graduates from these trainings join us as members and can complete their portfolios for assessment and accreditation as Psychodynamic Organisational Therapists registered with the British Psychoanalytic Council (the BPC) which is in turn registered with the PSA; this qualification attests to the high level of expertise in psychological understanding that they are able to bring to their work with vulnerable clients within their core professional settings.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024


governance. Trainees on our Psychodynamic Psychotherapy are already taking on a small number of cases, and we hope to grow this service exponentially over time.

Resources for the development of Psychodynamic Organisational Therapists – our Members

There is now a pathway of portfolio training accredited by the British Psychoanalytic Council (BPC) leading to eligibility for full membership of APPCIOS and registration in the BPC’s approved register as Psychodynamic Organisational Therapists; this is referred to as the Psychodynamic Organisational Therapy (POT) training.

‘For my organisation, working with the impact of youth violence in the frontline, APPCIOS is a life-raft. If I am the person developing and supporting the people who develop and support the people, then APPCIOS is the person who develops and supports me .' (APPCIOS member and trainer working in serious youth violence sector)

'Training under AJEEH, under the APPCIOS umbrella has been immensely meaningful because it allows me to access high-level professional training that I would have had no way of joining otherwise, due to cultural considerations. Additionally, I feel secure in the knowledge that the training is tailor-made with my future career in mind, by focusing so comprehensively on the community which I am part of and will practice in. I am confident I will be well equipped professionally in a way that no other training path I explored could offer’ (APPCIOS accredited training participant)

'Training with Susanna Reisz and Deborah Marks has been a great experience for me. In addition to having a significant influence on how I conduct myself at work, it has also affected my personal dayto-day life with my own children. Furthermore, I really enjoy participating in the reflective practice group discussions that my training offers' (APPCIOS accredited training participant)

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024

The number of our members:

Senior Associates (SAMs); we currently have 65 SAMs.

This brings our Full and Senior Associate membership total to 150. This number does not include the participants in the many accredited short courses and longer trainings run by our partner and affiliate organisations - we estimate that these number a further five hundred.

Conferences and Public Meetings

The Association's aims fully reflect the purposes that the charity was set up to further. We review our aims, objectives and activities continually through regular management group meetings, reports to the trustees, quarterly trustees meetings, and by newsletters distributed to members and interested parties, and by joint strategy meetings between the trustees and the management committee.

Public Benefit

We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aims and objectives and in planning our future activities. In particular, our emphasis on the support, education and up-skilling of frontline staff working with vulnerable client groups is furthered by the facilitation of webinars to contribute to the continuing professional education of our members; and by the provision of mentors who are able to guide Associate Members and Senior Associate Members on the path to full membership.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024


Financial Review

Principal Funding Sources

Our principal core funding source was previously and for most of our history the subscriptions paid by members which in this period raised £7,737 rising from £6,399.

Accreditation fees are £22,320 rising from £19,604 and remain the dominant source of our funding. Approximately half of this figure consists of annual affiliation fees from courses such as the university of Essex TCTO while the remainder are from webinars and shorter training courses.

This year we had an excess of £5,267 and our reserves stand at £38,868. Next year we expect a deficit of £2,325.

Previous Grant funding (historical) - The Lapid Trust

APPCIOS is grateful to the Lapid Trust. In 2014 we received our first charitable grant. This was a donation of £15,000 from the Lapid Trust, to provide administrative support for APPCIOS. This was at the point when we were beginning our development. We used some of this donation to employ two temporary administrators to help us clarify our protocols and to set up administrative systems. We subsequently created a post for a Registrar/Membership Secretary to be employed part-time for three years.

Previous Grant funding (historical) – St Pancras House Friends

APPCIOS is grateful to St. Pancras House Friends for the grant of £8,877 made in July 2017 and used over three years to develop our website www.appcios.info.

Last year we made an application in concert with a freelance fundraiser to the National Lottery Fund to fund our new project of low cost online therapeutic services, and to assist in providing remuneration for our senior officers. This was unsuccessful and possibly misconceived and we are currently reviewing our fundraising strategy.

Liabilities

We pay for administration from two agencies, principally Timewise Virtual. The website and community site are serviced by Think-Net. As the administration and webmaster are provided by third parties (Think-Net, Timewise Virtual etc.), APPCIOS is a company with very few financial liabilities.

Last year we said, “In addition, the trustees believe APPCIOS needs stronger administrative and management support as it grows and moves into new areas of work. So we wish to provide remuneration to our senior officers for some of the many hours a week that they contribute to administration.” We now have four paid members contributing to the management of the charity.

We operate entirely online, and do not own or rent premises.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024

Designating funds for future development.

2022-2023 Review

Last year, we said that we would designate part of our reserves as follows:

Total designated funds amount to £25,500. With the additional expected shortfall, we should carry over £27,500.

Reserves

The first duty of the trustee directors is to ensure that the company is solvent. Given that duty, excess reserves need to be used for the purposes of the charity.

Designated funds amount to £25,500.

General expenses for 2023-2024 were £25,648 and it is our expectation that, given that we have additional costs for the remuneration of senior officers and for a replacement treasurer, expenses in 2024-2025 will rise to £28,461.

The trustees believe we can continue with the current reserves policy of maintaining a reserve of between three and six months of projected expenses – that is between £7,100 and £14,200. There is currently approximately £13,368 in undesignated funds.

Given that APPCIOS has no pension, redundancy or other potential expenses and is insured, the trustees believe this to be a prudent amount to keep as a reserve for the next financial year.

The reserves are judged sufficient and not excessive.

.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024


Structure, Governance and Management

The organisation is a charitable company limited by guarantee, incorporated on 16 May 2012 and registered as a charity on 21 June 2016. The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association. In the event of the company being wound up members are required to contribute an amount not exceeding £10.

The trustees, who are also the directors for the purposes of company law and who served during the year and up to the date of signature of the financial statements were:

Dr R Banks J J Diamond (from 15 December 2023) Professor R D Hinshelwood Dr V Luthra (from 15 December 2023) Dr J E Strivens Professor J Trowell S A Vaudrey

All trustees give their time voluntarily and receive no benefits from the charity. No expenses were reclaimed from the charity during the accounting period.

The board of trustees combines skills of psychotherapy and psychoanalysis, psychiatry, public policy, social work, business and educational practice. This year we welcomed John Diamond and Dr Vikram Luthra as trustees.

We are attempting to widen our trustee membership through personal recommendations.

Organisational Structure

APPCIOS is governed by its trustees, a CEO and a management committee of Heads of Departments who meet fortnightly. The CEO reports to and liaises with the Trustees. The trustees are responsible for the strategic direction and policy of the charity and the CEO with the Heads of Departments are responsible for its day to day running. At present there are five departments.

The charity may by ordinary resolution appoint a person who is willing to act to be a trustee either to fill a vacancy or as an additional trustee and may also determine the rotation in which any additional trustees are to retire.

The number of trustees shall not be less than three but there is no maximum number.

None of the trustees has any beneficial interest in the company. All of the trustees are members of the company and guarantee to contribute a maximum of £10 in the event of a winding up. Currently the Trustees meet three times a year with the CEO and hold an additional joint meeting with the CEO and management committee. The Secretary sits in on meetings of the trustees but has no voting rights.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

TRUSTEES’ REPORT (INCLUDING DIRECTORS’ REPORT) (CONTINUED) for the Year Ended 31 March 2024


Risk Management

The trustees have appointed a Professional Standards Committee and an Ethics Sub-Committee, which together review the protocols through which the charity is governed. They are also responsible for a Steering Committee that oversees the development and progress of the Psychodynamic Psychotherapy training and the associated online clinic. An equivalent steering committee to oversee the Psychodynamic Organisational Therapy training has been established.

The charity is exposed to various risks be they operational, financial or reputational. The trustees review the charity's activities regularly to identify significant risks and, where possible, they take appropriate measures to mitigate those risks. The risk register is updated three- monthly and considered at each Trustees meeting.

The trustees' report was approved by the Board of Trustees.

................................................................. S A Vaudrey - Director

Date: 2024

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS

I report to the trustees on my examination of the financial statements of The Association for Psychodynamic Practice and Counselling in Organisational Settings (the charity) for the period ended 31 March 2024.

Responsibilities and basis of report

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

Having satisfied myself that the financial statements of the charity 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 the charity's financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act). In carrying out my examination I have followed all the applicable 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 that in any material respect:

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 financial statements to be reached.

G Bowyer FCA CTA Geela Accountancy Limited 36 Bakers Close Bishops Hull Taunton TA1 5HD

Date: 8 October 2024

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

STATEMENT OF FINANCIAL AFFAIRS INCLUDING INCOME AND EXPENDITURE ACCOUNT for the Year Ended 31 March 2024

Income from:
Subscriptions
Accreditation fees
Other income
Donations
Other income
Bank interest
Expenditure on:
Administration
Management committee
Subscriptions
Insurance
Fundraising
Website expenses
Sundry expenses
Bank charges
Accountancy
Net income/(deficit) for the year
Fund Balance at 31 March 2023
Fund Balance at 31 March 2024
31.3.24
£
7,737
22,320
450
407
7,732
14,490
1,241
240
-
880
522
93
450
£
1
______
30,915
25,648
5,267
33,601
38,868
31.3.23
£
6,399
19,604
1,240
350
30,864
8,757
6,090
1,193
240
1,800
2,649
408
83
450

The statement of financial activities includes all gains and losses recognised in the period.

All income and expenditure derive from continuing activities.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE) (REGISTERED NUMBER: 08071974)

BALANCE SHEET 31 March 2024


FIXED ASSETS
CURRENT ASSETS
Other debtors
Cash at bank
CREDITORS
Amounts falling due within one year

NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
INCOME FUNDS
Unrestricted
Designated
31.3.24

£
1,099
4,487
34,499
(1,217)
37,769
38,868
13,368
25,500
38,868
31.3.23
£
1,099
716
33,194
(1,408)
32,502
33,601
12,161
21,440
33,601

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

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

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

The financial statements were approved by the Trustees and were signed on its behalf by:

................................................................. S A Vaudrey - Director

Date: 2024

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 31 March 2024

1. Accounting policies

Charity information

The Association for Psychodynamic Practice and Counselling in Organisational Settings is a private company limited by guarantee incorporated in England and Wales. The registered office is 60 Lordship Park, London N16 5UA.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's Memorandum and Articles of Association, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" ("FRS 102") and the Charities SORP "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 is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objective.

Designated funds comprise funds which have been set aside at the discretion of the trustees for specific purposes. The purposes and uses of the designated funds are set out in the notes to the financial statements.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received. Donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount.

1.5 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

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THE ASSOCIATION FOR PSYCHODYNAMIC PRACTICE AND COUNSELLING IN ORGANISATIONAL SETTINGS (BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) for the Year Ended 31 March 2024

2 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the period.

3 Creditors: amounts falling due within one year:

Professional fees
Accruals
31.3.24
£
450
767
1,217

4 Related party transactions

There were no disclosable related party transactions during the year (2023 – none).

5 Designated Funds

The income funds of the charity include the following designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes:

Shortfall/ Shortfall/ Online Administrator/ Administrator/
Closure Fundraiser Clinic Website Treasurer Total
Balance at 1 April 2023 1,800 5,040 2,000 12,600 21,440
Transfers 8,000 700 (40) 3,000 (7,600) 4,060
____ ____ ____ ____ _____ _____
Balance at 31 March 2024 8,000 2,500 5,000 5,000 5,000 25,500

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