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2025-03-31-accounts

The PeerTalk Charitable Foundation Registered charity no. 1169830 Annual Report 2025

This report describes the activities related to the purposes of the charity from 1st April 2024 to 31st March 2025. The audited and approved accounts for the year are included in this report.

PeerTalk support groups are attended by people who live with depression, anxiety and similar psychological distress. The groups are facilitated by trained volunteers. PeerTalk host 17 support groups. PeerTalk's vision is to establish a national network of support groups across the UK in the forthcoming years.

PeerTalk’s Charitable Objects - Reg Charity 1169830

To promote and protect good mental health amongst people who live with depression, their families and carers, in particular by the provision of support and support networks including facilitating peer support groups and by providing mental health and related information and educational material in the United Kingdom of Great Britain and Northern Ireland.

PeerTalk has now embarked on its second decade of supporting people with depression. With our dedicated volunteer Facilitators we provide a safe place where experiences can be shared, where attendees can give encouragement and suggest coping strategies for those who attend. Feedback from attendees confirms the ongoing need for in person conversation and a safe space.

We are grateful to Meg Munn who stepped down as Chair and thank her for her continued support and encouragement. We are also grateful to our many volunteers and staff who are passionate supporters of our work, without them we could not exist. Funding is a constant concern and challenge for such a small charity, but we are grateful to our funders who recognise the value of our work.

Alistair Newton Chair of Trustees

If you feel you could offer your time as a volunteer facilitator (training given), a fundraiser or in other roles, please get in touch – we would be delighted to have a conversation with you.

PeerTalk Support Group Locations at 31st March 2025

PeerTalk groups meet weekly and are typically attended by between five and seven individuals. Each PeerTalk group is facilitated by two

trained volunteers. Volunteer Facilitators do not offer advice, counsel or their own opinions as it is those who attend who offer each other support, encouragement and share coping skills. PeerTalk meetings are not therapy but they are therapeutic. Attendees don't need to have a ‘diagnosis’ or be referred and they can just turn up on any week and it is free. The meetings are confidential within normal limits and all are welcome without judgement.

Governance and Policies

PeerTalk is a charitable incorporated organisation with only the trustees as the members. The charity’s governing document is its constitution which is based on the Charity Commission’s model. Trustees are appointed to complement the organisational requirements based on knowledge, experience and skills.

All trustees have been appropriately inducted and trained.

PeerTalk’s constitution requires that trustees can only hold office for six consecutive years. This has meant we have had to say thank you to Kate Chartres, Graham Iliff and Roger Butterfield who have served their full term of trustees. During this year Melissa Lauwers and Nabihah Kauser also discontinued in their office of trustees. We thank all of these for their exceptional contribution to the work of the charity.

Also during the year, in February, Margaret Munn who has served as the charity’s Chair of Trustees completed her term of six years in office and we are grateful to her for her outstanding leadership, vision and skills in leading the organisation. Taking on the role of Chair of Trustees in February was Revd Alistair Newton who will bring his broad experience, skills and knowledge to the role as a retired Superintendent Minister in the Methodist Church.

We were pleased to welcome back Joanne Malcolm who was reappointed in August 2024 as a trustee with her having been ‘out of office’ for a period of twelve months as the constitution requires.

We also welcome Revd Peter Sheasby as a trustee who was appointed in February 2025. Peter, another retired Superintendent Methodist Minister, brings to the role many years of experience of community organisations and their oversight.

The PeerTalk Charitable Foundaton Trustees as at 31st March 2025 The PeerTalk Charitable Foundaton Trustees as at 31st March 2025
Alistair Newton
(Chair)
Alistair Newton has been a Methodist Minister since 1985, serving in the
North West and Yorkshire. Prior to ministry, Alistair had retail and ofce
experience in a cost accounts setng. His hobbies include photography,
walking and trying to play golf. Alistair brings his experience in collaboratve
working to the role of Chair of Trustees
Andrew Varley Andrew is a Fellow of the Chartered Associaton of Certfed Accountants with
a background of working in manufacturing and constructon. Recently retred
Andrew ofers a wealth of fnancial experience
Dr Susan Wishart Susan is a registered social worker. Now retred Susan worked at a natonal
level for the Prison Service in Safeguarding and working with sex ofenders.
Joanne Malcolm Highly Specialist Speech and Language Therapist working in the Neuro-
developmental Autsm assessment Team within a Community NHS Trust.
Extensive experience and knowledge in Autsm diagnostcs
Peter Sheasby Peter is a retred Superintendent Methodist Minister having served
throughout Northern England. Peter brings much experience of working as
part of a team on commitees and project management. When relaxing Peter
can be found volunteering on heritage railways.

THE PEERTALK CHARITABLE FOUNDATION

INDEPENDENT EXAMINER'S REPORT

FOR THE YEAR ENDED 31 MARCH 2025


Independent examiner’s report to the trustees of The PeerTalk Charitable Foundation

I report to the charity trustees on my examination of the accounts of The PeerTalk Charitable Foundation (the Foundation) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Foundation you 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 Foundation’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners’ statement

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

(1) accounting records were not kept in respect of the Foundation as required by section 130 of the Act; or (2) the accounts do not accord with those records; or

(3) the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.

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.

Mr A T Wright 3 Meeting House Row Hornby Road Wray Lancaster LA2 8QN 26 January 2026

The PeerTalk Charitable Foundation - Receipts and Payments Account 1st April 2024 to 31st March 2025


1st April 202
RECEIPTS
2024/2025
GRANTS & COMMISSIONS
Grants: Restricted Funds
Sir James Knot Trust
HCD Memorial Fund
East Hampshire District Council
Next plc
Hemby Charitable Trust
Shanly Foundaton
The Beamsley Trust
The Craven Trust
Preston City Council
AbbVie Ltd
NHS Lancashire & South Cumbria Integrated Care Board
Afnity Care Community Panel (on behalf of NHS West Yorkshire Integrated Care Board)
BD4+ Community Panel (on behalf of NHS West Yorkshire Integrated Care Board)
One Community Foundaton
Warrington Charity Trust
Warrington In Mind
West Yorkshire Methodist District
Jimmy Dickinson Fund
Garfeld Weston Foundaton
Hadrian Trust
Grants: Unrestricted Funds
Tudor Trust
Commissioned Work
Mental Health Maters - Knowsley
Thornaby Methodist Church
OTHER INCOME SOURCES
Donatons: Regular Giving
Restricted Funds
Unrestricted Funds
Donatons: One-of Gifs (corporate donatons)
Restricted Funds
Unrestricted Funds
Donatons: One-of Gifs (other)
Restricted Funds
Unrestricted Funds
Fundraising
Restricted Funds
Unrestricted Funds
HMRC Gif Aid
Restricted Funds
Unrestricted Funds
Interest
Restricted Funds
Unrestricted Funds
Refunds
Restricted Funds
Unrestricted Funds
TOTAL RECEIPTS
Restricted Funds
Unrestricted Funds
Totals
2023/2024 Totals
56299.77
70695.99
47127.00
42867.77
5000.00
15000.00
10000.00
5000.00
1500.00
3000.00
1000.00
500.00
2127.00
2000.00
9901.72
1500.00
2000.00
2495.55
2970.5
500.00
3000.00
6000.00
1000.00
15000.00
500.00
0.00
12000.00
12000.00
9172.77
15828.22
2684.58
7163
6488.19
8665.22
24770.89
43751.59
1671.85
421.00
0.00
0.00
1671.85
421.00
5843.57
1250.00
1318.57
0.00
4525.00
1250.00
8638.03
32586.54
1026.02
8141.97
7612.01
24444.57
2995.87
2728.79
2883.87
2611.91
112.00
116.88
3504.31
4189.43
1977.75
0.00
1526.56
4189.43
2080.10
2575.83
1761.10
1690.71
319.00
885.12
37.16
0.00
37.16
0.00
0.00
0.00
81070.66
114447.58
65304.24
71140.58
15766.42
43307.00
BALANCES
CAF Bank
Methodist Church Central Finance Board
Cash
TOTAL
Startng Balance, 1st April 2024
Liabilites over a year old and not expected to be claimed (See note 2)
2024/2025 Income
Less 2024/2025 Expenditure
Closing Balance, 31st March 2025
2024/2025 Totals
2023/2024 Totals
5737.66
12374.73
39642.21
45586.86
26.00
0.00
45405.87
57961.59
57961.59
60.00
81070.66
-93686.38
45405.87
PAYMENTS
2024/2025
Totals
2023/2024 Totals
Totals
2023/2024 Totals
Totals
2023/2024 Totals
Totals
2023/2024 Totals
Totals
2023/2024 Totals
Totals
2023/2024 Totals
CORE ORGANISATIONAL COSTS
43863.02 82957.23
Staf/Contractor Costs 37216.21 75377.60

Restricted Funds
Unrestricted Funds
Admin, Website, Annual Fees & Equipment
Restricted Funds
Unrestricted Funds
General Publicity
Restricted Funds
Unrestricted Funds
Staf & Key Volunteer General Travel
Restricted Funds
Unrestricted Funds
Trustees Meetng Costs
Restricted Funds
Unrestricted Funds
SUPPORT GROUP MAINTENANCE COSTS
Staf/Contractor Costs
Restricted Funds
Unrestricted Funds
Support Group Venues
Restricted Funds
Unrestricted Funds
Group Volunteer Travel
Restricted Funds
Unrestricted Funds
Staf Travel to Cover Facilitatng Groups
Restricted Funds
Unrestricted Funds
Support Group Coordinator Expenses
Restricted Funds
Unrestricted Funds
Volunteer Facilitator Ongoing Training (indvidual training)
Restricted Funds
Unrestricted Funds
Training New Volunteers (Existng Groups)
Restricted Funds
Unrestricted Funds
Existng Volunteers DBS (Existng Groups)
Restricted Funds
Unrestricted Funds
Local Publicity
20538.58
16677.63
5639.42
3277.46
2361.96
49.77
0.00
49.77
957.62
918.02
39.60
0.00
0.00
0.00
49235.59
27198.74
26763.19
435.55
14965.85
14121.59
844.26
913.36
908.03
5.33
1534.21
1487.11
47.10
832.74
747.67
85.07
0.00
0.00
0.00
1435.95
1404.45
31.50
28.80
28.80
0.00
1527.23
39225.61
36151.99
6152.45
367.76
5784.69
0.00
0.00
0.00
1170.48
782.82
387.66
256.70
165.10
91.60
59128.45
29717.41
28430.89
1286.52
14559.02
12863.23
1695.79
2308.22
2193.60
114.62
2910.30
2647.05
263.25
1735.43
1357.86
377.57
3.06
3.06
0.00
3653.10
3163.19
489.91
60.00
60.00
0.00
1359.71
Restricted Funds 1524.73 1148.11
Unrestricted Funds
2.50 211.60
Volunteer Meetngs (for wellbeing and training)
Restricted Funds
Unrestricted Funds
GROWTH COSTS
Training Days
Restricted Funds
Unrestricted Funds
Group Launch Costs
Restricted Funds
Unrestricted Funds
Evaluaton
Restricted Funds
Unrestricted Funds
FUNDRAISING COSTS
Cost of Fundraising
Restricted Funds
Unrestricted Funds
TOTAL PAYMENTS
Restricted Funds
Unrestricted Funds
798.71
777.56
21.15
327.11
300.00
300.00
0.00
12.00
12.00
0.00
15.11
3.45
11.66
260.66
260.66
260.66
0.00
93686.38
73073.30
20613.08
2822.20
2763.70
58.50
2391.51
802.48
802.48
0.00
484.38
484.38
0.00
1104.65
1104.65
0.00
662.40
662.40
46.75
615.65
145139.59
97610.24
47529.35

The PeerTalk Charitable Foundation

Statement of Assets and Liabilities

at 31st March 2025

Cash funds 45405.87
Restricted Unrestricted Total
Other Monetary Assets 5000.00 130.89 5130.89
HMRC Gif Aid Claim 0.00 130.89 130.89
Grant (Scurrah Wainwright Charity) 5000.00 0.00 5000.00
Investment Assets 0.00 0.00 0.00
Assets Retained for the Charity's Own Use
1x Laptop for Staf
1x Printer for Staf
4x Mobile Phones for Staf
1x Projector for Presentatons
3x Roller Banners for Publicity
1x A-frames for Publicity at Groups
**Liabilites2 ** 2871.11 529.35 3400.46
Venues March 2025 957.84 176.00 1133.84
Venues, uninvoiced from earlier dates (and invoice requested from venues) 210.90 0.00 210.90
HMRC 512.35 171.48 683.83
Staf Expenses 670.15 169.37 839.52
Trainer fee 137.50 12.50 150.00
Volunteer Expenses Claims 382.37 0.00 382.37
Cash funds, plus other monetary assets, less liabilites (see note 1) 47136.30
NOTES(REMAINING FUND BALANCES) Restricted Unrestricted
Designated
Unrestricted
Undesignated
Any Charitable Purpose 4817.47
Redundancy Reserve 1351.57
GENERAL Staf & Volunteer Wellbeing Restricted, Volunteer Meetngs Designated 1392.94
GENERAL Volunteer meetngs for training and wellbeing 1895.72
NORTHEAST Gateshead, North Shields, Sunderland and Whitley Bay 1731.81
NORTHEAST Gateshead, N. Shields, Sunderland & Whitley Bay, staf costs designated 2698.07
NORTHEAST Gateshead Sunderland Restricted, Gateshead venue costs designated 312.26
NORTHEAST Gateshead, North Shields and Whitley Bay venues and vol. expenses 2080.21
NORTHEAST Thornaby 6152.13
NORTHEAST Thornaby Restricted re Equipment 463.84
NORTHWEST Knowsley Restricted 701.33
NORTHWEST Preston restricted 284.87
NORTHWEST Preston Intact Group plus volunteer support for both Preston groups 331.84
NORTHWEST Preston costs of supportng volunteers only 1237.10
SOUTH All purposes 1081.27
SOUTH East Hampshire 7232.34
SOUTH Farnham 561.68
SOUTH Farnham Co-Ordinator costs inc expenses 1261.33
SOUTH Surrey 2114.60
YORKSHIRE All Purposes 717.94
YORKSHIRE cost of staf support 5000.00
YORKSHIRE staf costs and expenses re Batley, Huddersfeld & Skipton 613.93
YORKSHIRE Bradford 2096.64
YORKSHIRE Batley venue costs 197.36
YORKSHIRE Skipton venue costs 808.05 Total:
TOTALS 40967.26 1351.57
4817.47
47136.30

2. £60 of liabilities over a year old and not expected to be claimed were removed from the accounts

PeerTalk Policies and Procedures PeerTalk Policies and Procedures PeerTalk Policies and Procedures PeerTalk Policies and Procedures
Unchanged Reviewed or Revised
April 1st 2024 - March 31st 2025
Bullying and Harassment
Policy
Equality, Diversity
& Inclusion Policy

Inducton for New Trustees

Terms of Reference -
Trustees
Complaints Procedure Financial Policy Receipt of Donatons Policy Trustee Code of Conduct
Confdentality Policy Governance Risks Recruitment and Selecton
Policy
Volunteer Code of Practce
Conficts of Interest Policy Grievance Procedure Safeguarding Policy and
Procedures
Volunteer Facilitator Role
Descripton
Data Protecton Policy &
Privacy Notce
Health and Safety Policy Secure storage, handling,
use, retenton and disposal
of Disclosures and Disclosure
Informaton Policy
Volunteer Policy
Disciplinary Procedures Home Working Risk
Assessment

Statement of Values
Volunteer Facilitator
Agreement
Equal Opportunites Policy Lone Working: Policy,
Procedure and Practce
Guidance
Environment and
Sustainability Policy


Whistleblowing Policy

How our PeerTalk groups support people

Our groups are there on the weeks when people need support, and our attendees often network with each other between meetings, both generally and at moments of crisis, and this networking is a crucial part of having long rather than short term support. Our work aims to underpin the short term support the NHS provides, preventing relapse that will result in the need for greater clinical support or people attempting to end their lives, and to give their lives stability - for example an attendee “stated that he found Peer Talk one of the constants in his life and the group was available every week, he always felt welcomed” [Lead volunteer report, Warrington 16Sep2024].

The groups always start and finish in the same way, as we find this reduces anxiety amongst attendees - they know what they will be faced with. Between these points, facilitators open up the space : "You share, and you are peers as you are really equal. And you can speak, and if you don't want to speak, you don't have to" [Attendee, Sheffield Hallam report 2022]. Those that choose to then receive comments from other attendees (most do, but this is their choice). "[Attending] helps me talk about my feelings. I get honest feedback about how I can manage stress." [Attendee, survey return]. Each person who shares is then encouraged to work on one thing in the coming week - this avoids situations of an overwhelming plan of things to do to 'get better' and our experience is that having one thing to concentrate on enables people to make positive choices. "It gives my week structure and helps me to talk about my feelings" [Attendee, survey return]. Sheffield Hallam’s evaluation of our work identified three key areas in which we were supporting people – ‘Reciprocity of Peer Support’ – that sharing their experiences was crucial in helping them feel understood and empowered; ‘Relieving the pressure’ – that our groups were a safe environment where they felt able to release bottled-up feelings; and ‘Re-building of confidence’ – that meeting and sharing with people in a similar situation enabled people to rebuild their confidence.

Each meeting has two facilitators for good safeguarding and enabling additional support should someone become overly distressed. By ensuring ongoing training and support for volunteers with lived experience, PeerTalk strengthens the effectiveness of our meetings while fostering a supportive network within the organization. Essentially this all leads to individuals being supported by each other in coping with their depression or anxiety: “It helps me rationalise my emotional unstable personality disorder in a safe place. I have learned some coping strategies from other members of the group. The facilitators are very kind and approachable” [attendee, survey return].

Thank you to all those individuals, groups, trusts and foundations who have funded our work during the year.

Sir James Knott Trust

The Jimmy Dickinson Fund