Veterans in Sefton
Charity No. 1168128
Trustees, Report and Unaudlted Accounts
31 March 2024

Trustees. Annual Report for the period
Period start date
Period end date
2y
From
,2023 ., To 31
03
2024
Section A
Reference and administration details
Charity name
Vetsrans In Sefton CIO
Other names charity Is known by
NIA
Reglstsrod charity number (rf any)
1168128
Charty's principal address
VIS, CIO Brunswick Y&CC
104 Marsh Lane
Bootle
Merseyside
L20 4JQ
Names of the charlty trustees who manage the charity
acted if not forwhole
rustee name
ffi¢e (if any)
ame of person (or body) enlitled to
oint trusteè
ifan
on Prl
ru5tees when quorate
tephen Calderbank
hirley Hunter
aulette Lappin
hair
Names of the trustses for the charity. If any. (for examplo, any custodian trustees
ame
ates acted If not for whole
ear
Names and addresses of advlsern (Optional infornation)
of adviser
Name
Address
Name of chlef executlve or names of senlor staff members (Optional inforniation)
David Smith - Chief Executive Officer
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March 2012

Section B
Structure,
overnance and mana
ement
Descrtptlon ofthe charlty's trusts
Type of governing documen
Constitution
How the charity is conslituted
Charitable Incorporated Organisation
Trustee selection method
ppointed by a quorate meeting of the Trustees properly notified as per our
nstitution and considered to have skills valuable to the charity
Additional govemance issues (Optional infomiation)
You may cl￿Ose to indude
additional information, where
relevant, about:
policies and procedures
adopted for the induction and
training of trustees:
the charity's organisational
slructure and any wider
network with which the charity
works:
relationship with any related
parties.
trustees, considefi8tion of major
risks and the system and
procedures to manage them.
Section C
Ob"ectives and activities
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Veterans in Sefton have become embedded in the community, estsblish-
ing links to multiple organisations, healthcare and council services, includ-
ing housln& to ensure an integrated approach through Service Level
Agreements and building relationships with local community service pro-
viders and employers.
Below is a comprehensive list of all the active partrers and originations
that Vis work alongside:
Sefton Metropolitsn Borough Council (MBC), Investment in Hous-
ing Scheme- Commissioned Service
Sefton MBC, Preventing Men's Suicide Scheme- Commissioned
Service
South Sefton, Formby & Southport Clinical Commissioning Group
(CCG)- Formal NHS Partnershlp.
Sefton Council for Voluntary Service (CVS)-Business and sustaina-
bility advice Formal Partnership
Talking Matters Sefton-mental Health-Fomal Partnershlp
Sovini Group(One Vision Housing). Housing. Service level Agree-
ment- Formal Partnership
My Space, Rehousing Veterans with needs- Formal Partnership
Creative Change Housing (CCH} Housing-Rehousing Veterans with
needs- Formal Partnership
Riverside Housing-Rehousing Veterans with needs - Formal Part-
nership
Launch Pad.. Speke House-Housing Provider- Formal Agreement
Liverpool City Waterfront, Pathways to Employment - Formal Part-
nership
Complete Sklll Solutions- Pathways into Employment- Formal Part-
nership
Households into Work- Pathways to Employment, Vetsrans finan-
cial support and advice- Formal partnership
Department of Work and Pensions {DWP)- Pathways into Employ-
ment- Formal Partnership
The Royal British Legion- Veterans need5 and welfare- Service level
Agreement- Formal Partnership
Armed Forces Bikers- Grant providers asslsting veteran's need5-
Formal Partnership
B- Skills Training-Pathways into Employment- Formal Partnership
St Leonard's, Debt Advice Service - Formal Partnership
Veterans Welfare Services-welfare, pension and benefit adVI￿-
Service level Agreement- Formal Partnership
The Rucksack Club, Well-fare & well-being residential Breaks - For-
mal Partnership
Sale Sharks-activities- Formal Partnership
Myerscough College- Myerscough specialises in education and
training for the land-based and sports industries. Including hortlcul-
ture, arboriculture and grounds maintenance skills
Hope University- Psychologist placements.
Southport College University Centre - Psychologist placements.
Summary ofthe objects ofthe
charty set out in its governlng
document
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Veterans in Sefton will relieve the need of persons living in Sefton, MerseysKle
and surrounding areas, who are currently serving or who have served in the amied
forces, regular and reservists, their f8mili8s and dependents, by advancing any
lawful charitablè purpose at the discretion of the trust&s and in parti￿lar but not
exclusively by: _
Providing opportunities to participate in activities which promote their 8
cial inclusion-
Providing c￿nSelling, advi￿ and mentoring support;
Promoting and protecting their health, mental health and well-being and
well-being;
Advancing the ￿luc￿lI0n and awareness of the public in the armed forces
and; to promote and organise cooperation in the achi8vement of the
above purposes.
Since inception WIS has worked with over 1500 veterans and almost the
same number of dependants and families. During this reporting period Wis
has received 453 referrals from Veteran5 requiring varylng levels of
support, many of which have been quite complex. These individuals have
required intervention from multiple agencies, all the cases managed by the
Vis staff and supported by the WIS wraparound service. An example a
complex issue would be a combination of homelessness, debt,
dependenry, social isolatSon and mental health. Thankfully not all are so
complex, however managln8 and balancing the needs of so many has been
a test of resources and acquired skills (Further details are included later in
'What have you learned,).
Summary of the maln actlvlties
undertaken for the public
benefit in relation to these
objects (include within this
section the statutory
declaration that trustses have
had regard to the guidance
issued by the Charity
Commission on public benefrt)
At Vis we use the term "broker" as opposed to signpost, by this we mean
that Vis fully support the individual through whatever the process in order
to help lower anxiety levels as opposed to 'sIgnpostin￿ which would be
just giving them the contact detalls to self-sort.
We hold weekly 2 NAAFI Breaks (coffee mornings) normally attended bv
an average of 2540 individuals many of them being family members. we,
voluntarily. receive regular feedback from individual who attend the NAAFI
Break.
At the end of any course, treatment plan or main attivity we issue
feedback forms. The feedback forms inform of a constant review of how
we deliver our services and any change required in order to achieve the
best result. Since. we work with such a diverse and complex range of
individual issues we find we are constantly responding or 'shifting the goal
posts,, being adaptable is a trait which lends itself very well to our former
military training.
There are an estlmated 5 million veterans in the UK, an estimated 27,CKK)
of whom reside in Sefton, Merseyside and a further 20,000 personnel
leave the forces each year. When staff leave HM Forces, their healthcare
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transfers from the militsry to the NHS, a system military personnel are not
familiar with. Only around 60A of regular seTvice personnel are discharged
annually for mental health reasons. However, a large number of veterans
develop mental health problems after leaving service, many of whom will
be experiencing PTSD. (Iversen et al 2005).
Until recently, little was known about these veterans. What we know is
that only half of those experiencing mental health problems sought help
from the NHS, and those that did were rarely referred to specialist mental
I health services.
We believe the key to unlocking the issue of poor mental health is the in-
depth needs assessment and finding the base cause of the issue, we have
the time to unravel the bits and pieces and strike at the core. In many
cases it is either poor social indusion. financial issues, dependency issues,
housing or homelessness, in nearly all cases it is a complex mixture of
them all.
Following the very successful additional funding from the Armed Forces
Covenant Trust Positive Pathways programme to support the Project
Manager post. Tom Trainer, Head of Impact from the Trust, wrote
detailed case study on the projert (please see the links attached at the end
of question).
At Vis we now deliver a wlde range of services for veterans, serving
| personnel and their families, which includes: mentoring and befriending
services; health and wellbeing advice and artivities. housing support;
financial advice: employment support; volunteering opportunitles; early
intervention psychological support. social events and activities that
promote social inclusion and reduce isolation and anxiety. The
organisation Is now the only approved provider of services to veterans In
the Sefton area by the local council and other statutory agencies. We have
now been made a Strategic Partner of Sefton Council and sit on the Sefton
Armed Forces Community Convenys {SAFCC) Board, chaired by Sefton's
Armed Force5 Champion, Councillor Carragher, who is now also a Trustee
to Vis.. This links us direttly with the SAFCC including the veterans, leads
for the Police. Ambulance Servi￿. Fire Department, Education, Health,
Justice and Law.
Vis have also recently negotiated a resigning of the SAFCC which will be
held in April 2023.
In 2023/24, Vis delivered 560 fully supported activities with over
1 1230individuals tsking part (please see charts below) Volunteers, Including
veterans providing peer support, gave 1840 hours of their time to support
these attivities, which included: peer support groups; gardening. walkin&
cydin& yoga; cookery skills; and residential attivities in Wales. A holistic
and joined up approach to pathways of care for veterans is central to
everything they do. 'We look for veterans that are hard to find the guy5
that can't do it themselves, the ones that are in a bad way."
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During this reporting period. there were 642 new referrals made to the
projert, averaging more than one per day, and an increase on the previous
year. As a proportion of our fundin& this is the equivalent of less than £50
per veteran, although the true cost of supporting them is much higher. Vis
estimates that a further 450 individuals benefited indirectly from the
fundin& which includes family members. There were 18 veteran
Volunteers a150 engaged in the project.
Our feedback has shown that the majority of our referrals that have
engaged successfully with our services have all suffered from multiple
issues. They have told us of the importance of finding an organisation that
both resonates with their background of Armed Forces culture and is
committed to work on most or all of issues at the same time thus reducing
their need to go tiredly searching from one place to another, while
providing the opportunity to engage in attivities and make new friend5 in a
safe and friendly environment
Additional d8tsils of objectlves and activities (Optional infonnation)
role
2 Fully qualified Psycho-
therapeutic Counsellors
descrlptlon
To work alongslde the
Wellbeing Manager
contrlbutlon
20 each week per
person- weekly to-
tal 40 hours
Totsl weekly hours
l Art theiapist
to run 2 art therapy ses-
sions per week
To work alongside the Op-
erations Manager to carry
out Needs Assessments
and deliver Personal Cen-
tred Plans for Veterans in
need of supporL
responsible for the day to
day activities of Veterans in
Sefton including the mini-
bus trips and coordination
with outside organisations
who wish to use the mini-
bus
Role provide bacon and
sausage butties at the
NAAFI Breaks and provide
any catering beyond the
4 Fullytrained Develop-
ment officers
10 hours each
week per person-
weekly total 40
hour5.
You may choose to indude
fvrther statements, where
relevant. about:
policy on grant making;
policy programme ￿lated
investment;
contribution made by
volunteers.
l Activity Coordinator
weekly total
20hour5
2 Kitchen staff
10 hours each per
week. Weekly total
hours 20
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March 2012

NAAFI Break, i.e. buffets
and BBQS to eliminate the
need for expensive outside
catering. Along with the
general volunteers thev
will be catering for the Vet-
erans in Sefton Christmas
dinner this year, which had
40 seated.
drive and maints¥n the
minibus. Average 2 hour5
per week each, depending
on the length of a day out.
Responsible for the
maintenance and activity
programrne on the allot-
ment
to assist with the daily run-
ning of the charity across
all areas of general help
6 Minibus drivers
Weekly totsl 12
hours
4 Allotment coordinators
5 hrs each week
per person, Weekly
hours 20
4 General Volunteers
2 hours each per
week. Weekly
hours total 16
Weekly hours total
174
Section D
Achievements and performance
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March 2012

Section E
Financial review
We fund raise constantly lo ensure we have sufficient unrestricted funds
to cover our operaling costs. We adjust expenditure inline with income.
Regular contributions received from local Rotary Clubs and also a
dedicated Veterans Charity Shop in Crosby.
Restricted funds are used foi the purpose given and within the time period
stated by the PTovider. These are not considered to be reserves.
Brief ststement of the
charitys policy on reserves
DetaiLs of any funds
matsrially in deficit
Further flnanclal review details (Optlonal infomiation)
You may choose to indude
additional information, where
relevant about:
the charity's principal
SoU￿S of funds (including
any fundraising);
how expenditure has
supported the key
objectives of the charity;
investment policy and
objectives including any
ethical investment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustses, report above.
Signed on behalf of the charity's bwstees
Signature{s)
Full name(s)
Posttion (eg Secretary.
Chair, etc)
Date
SHIRLEY HUNTER
CHAIR
15.1.25
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Veterans in Sefton
Independent Examlners Report
Independent Examlner's Report to the trustees of Veterans in Sefton
I report to the trustees on my examination of the accounts of Veterans in Sefton for the year ended 31 March
2024.
Re5ponslbllltles and basis of report
As the charty's trustees YGU are responsible for the preparation of the accounts in accordance with the
requirements of the Charities Act 2011 ('the Act.).
I report in respect of my examination of the charity's accounts carrled out under sectlon 145 of the 2011 Act
and in carrylng out my examlnation I have followed all the applicable Directions glven by the Charlty
Commjsslon under sectlon 145151(b) of the Att.
Independent examiner's statement
I have completed my examinatlon. I confirm that no material matters have come to my attention in
connection with the examination which gives me cause tts bellevÈ that In, any material respect:
the accounting records were not kept in accordan￿ with section 130 of the Act: or
• the accounts do not accord wlth the accountlng records
I have no concerns and have come acros5 no other matters in connertion with the examination to whlch
attention should be drawn in thi5 report in order to Ènable a proper understanding of the accounts to be
rèached,
lart Wright
FCA
Sefton Councll for Voluntary Service
Burlington House
Crosby Road North
Waterloo
verpool
L22 OLG
15 January 2025
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Veterans In Sefton
Recelpts and Payments Account
forthe year ended 31 March 2024
Unrestrirted
funds
2024
Restrirted
funds Total funds Totsl funds
2024
2024
2023
Receipts from:
Donations, legaues and
similar income
57,730
57,730
34,448
23,386
90,456
900
Grants
34.448
Fundraising
Total gross income
57,730
34,448
92,178
114,742
Total recelpts
57,730
34,448
92,178
114,742
Payments on:
Charitable payments
Charity costs
Total gross expendlture
322
56,918
4,052
48,919
4,374
105,837
11,262
116,417
57.240
52,971
110,211
127,679
Total payments
57.240
52,971
110,211
127,679
Trlet of receipts/lp8yments)
490
118,5231
118,033)
112,9371
Transfers between funds
Cash funds last year
325
30,812
31,137
44,074
Cash fund5 thi5 year end
815
12,289
13,104
31,137
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Vèterans in Sefton
ststement of Assets and Liabilitles
at 31 March 2024
Charity No. 1168128
Unrestrirted
funds
2024
Restrlrted
funds
2024
Total funds Total funds
2024
2023
Cash funds
Current accounts
815
12,289
13,104
31,137
Total cash funds
815
12,289
13.104
31,137
518ned by the trustees on 15 January 2025
And s￿ned on their behalf by:
SA. Hunter
Trustee
15 January 2025
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Veterans In Sefton
Notes to the Accounts
for the year ended 31 March 2024
l Accountlng polldes
Basis of preparatlon
The financial statement5 have been prepared on the 'Receipts and Payments, basis.
Fund attounting
Unrestrlcted funds These are available for use at the dls¢retlon of the trustees in furtherance of the
general object5 of the charity.
These are unrestricted funds earniarked by the trustees for partlcular purposes.
These are unrestricted funds which include a revaluation reserve representlng the
restatement of investment assets at their market value5.
These are available for use subject to restrirtion5 imp05ed by the donor or through
terms of an appeal.
Designated funds
Revaluatlon fund5
Restricted funds
2 Income from grants
Restricted
funds
Total
Total
2024
2023
Lottery Maln Grant
One Vision
19,725
350
19,725
350
78,901
HSBC SFX Foundation
4.500
4,500
Armed Forces Conv 2
1,750
Veterans Foundatlon Grant
SCVS Community Herltage
Grant
Anabasis (Awards for All)
Grant
8.793
8,793
1.080
9,805
34,448
34,448
90,456
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Veterans In Sefton
Detsiled Receipts and Payments Account
for the year ended 31 March 2024
Lthrestrlrted
funds
2024
Restrfcted
funds Total fund5 Total lunds
2024
2024
2023
Recelpts from:
Oonatlons, legacles and slmllar
Income
Donations
8.230
49500
57,730
8,230
49,500
57,730
8,386
15,000
23,386
Sefton MBC Housing
Grnnts
Lottery Main Grant
One IAsion
HSBC SFX Foundatlon
Armed Forces Conv 2
Veterans Foundation Grant
SCVS Communlty Herltage Grant
Anabasis (Awards for All) Grant
19,725
350
4.500
19,725
350
4,500
78.901
1,750
8,793
1,080
8.793
1,080
9,805
90.456
34,448
Fundralslns
Normandy Trip
900
Total gross Incoffte
57.730
34.448
92,178
114.742
Total recelpts
57,730
34,448
92.178
114,742
Payments on:
Charftable payments
Charitable Activitles Cost
322
322
4,052
4,052
4,374
4,374
11,262
11,262
Employee costs
Salaries/wages
Pension costs
42,590
4,803
47.393
37.361
79.951
4,803
84,754
87.289
5.229
92.518
37.361
Motor and travel costs
Vehicles - General costs
Vehicles - Fuel
Vehlcles - Insurance and
licences
Vehicles - Repairs and
maintenance
850
170
850
196
26
131
1,221
1,221
1.156
167
167
307
193
2.241
2,434
1,594
Premise5 COSt5
Rent
3,083
4,717
7,800
13,000
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Veterans In Sefton
Detailed Re￿IPtS and Payments Account
3,083
4,717
7,800
General administrative cost.%
Bank charges
Equipment expensed
Equipment leasin8 and hire
charge5
Equipment repair5 and
maintenance
G'eneral Insurances
Software, IT support and
related costs
Statlonery and prlntin8
Subscriptions
Sundry expenses
Telephone, fax and broadband
13,00)
328
328
417
80
417
214
190
404
224
1,089
1,089
1,089
1,972
1,625
3,597
2,792
197
36
35
2,484
5,456
197
216
35
3,448
9,731
180
736
24
%4
4,275
3,236
8,645
Legal and professlonal costs
Accountancyand bookkeeplng
793
793
325
325
1,118
1,118
660
660
Total gross expendlture
57,240
52,971
110,211
127,679
Total payments
57,240
52,971
110,211
127,679
Net receipts Ipayments)
490
118,5231
118,033)
(12,9371
TraTrsfer5 belween funds
Cash fund last year end
325
30,812
31,137
44,074
Cash fund this year end
815
12.289
13,104
31,137
Page 10