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

==> picture [452 x 63] intentionally omitted <==

AGM REPORT & FINANCIAL STATEMENTS 2023 - 2024

Reg Charity No 1172805

A Picture of the work of Liverpool Veterans HQ during the Financial Year of 2023 - 2024

==> picture [151 x 204] intentionally omitted <==

Liverpool Veterans HQ Registered Office 28 St Domingo Vale

Everton

Liverpool

L5 6RW

Tel No 0151 261 9878

==> picture [127 x 84] intentionally omitted <==

==> picture [231 x 148] intentionally omitted <==

CONTENTS Pag• Company Infonnalion Foreword Veterans HQ Patron: the Earl of Derby DL Trustee8' Report Independent Examinerf8 Report

Foreword

==> picture [82 x 123] intentionally omitted <==

Rt Hon. The Earl of Derby

Patron Liverpool Veterans HQ

With as many as 10% of prisoners being veterans, with 4% of serving personnel reporting probable PTSD, 20% reporting other common mental disorders and 13% reporting alcohol misuse, many of our Armed Forces enter civilian life with a higher risk of homelessness, substance misuse, relationship breakdown and mental health issues (especially delayed-onset PTSD) than their civilian contemporaries; combined with the unfamiliarity young single soldiers, sailors and airmen have of the housing landscape and the certainty they will not own a property; combined with the reluctance to approach the usual channels of support and advice because of the stigma and dishonour that such weakness might reveal to themselves and former colleagues, and the worrying perception within business that combat soldiers might be `damaged goods’, there is now a greater need to support our veterans than ever before at a local level.

Liverpool Veterans HQ provides the local, one stop advice and support that our veterans, reservists and their families so desperately need. The team of buddies and case workers operate at street level, talk the veterans’ language, quickly identify the issues and cut through the red tape in a unique way and is attracting much interest from other veteran support agencies.

I was delighted to accept the role of Patron in our first year as a charity, and congratulate and thank the team for their hard work and dedication. And I watch with keen interest the developing plans and support for the Kings Barracks – a true one stop shop for the City Region’s veterans.

Rt Hon. The Earl of Derby

Patron Liverpool Veterans HQ

==> picture [452 x 63] intentionally omitted <==

The Trustees who are also directors of the charity for the purpose of the Companies Act 2006 present their report with the financial statements of the charity for the year ending 31[st] March 2024

The Trustees have adopted the provisions of the statement of recommended practice ( SORP ) Accounting and Reporting by Charities issued in March 2005.

Charity name:

Liverpool Veterans HQ

Registered Charity Number

1172805

Registered Office

28 St Domingo Vale Everton Liverpool L5 6RW

Patron

Rt Hon. The Earl of Derby

Current Board Members

Colleen Martin Co/Chair Jan Cox Secretary Neil Meadows Treasurer & Founder Board Member Ian Fazakerley Founder Board Member Craig Horner Co/Chair Jon Muspratt New board member Steph harper New board member

Board members retired .

Mark Haig 2024 Jason Jordan 2023

Bankers

Barclays Plc 48 – 50 Lord St Liverpool L2 1TD

Structure Governance & Management

Governing Document

The Organisation which is a CIO registered Charity was established as a CIO in April 2017, the governing document is the company’s memorandum of articles of association

Appointment of Management Committee

The Trustees, who are also directors, present their report with the financial statements of the charity for the year ending 31[st] March 2024

Induction and training of new trustees

Trustees are appointed based on their ability to bring to the board a range of skills to assist in the governance and development of the charity, before appointment they are guided by the Chair and Vice Chair through a comprehensive induction procedure designed to give them a complete understanding of the aims and aspirations of the Charity.

We also work with training providers like LCVS and put our Trustees through training and workshops on Charitable Law and Legislation

Charity Commission literature is provided to all trustees on an ongoing basis to assist them to understand their legal responsibilities.

Organisational Structure

Liverpool Veterans HQ has a board who meet a minimum of 4 times per year and is responsible for strategic direction and policy of the charity. There is also a strategy & finance subgroup which also meets 4 times per year.

Each board member has been allocated a strategic lead ie Health & wellbeing, housing, mental health, custody etc.

Risk identification and management

The trustees are aware that the main area of risk is the cost of managing and maintaining Veterans HQ and its programmes to provide resources for the veteran’s community. Significant risks to funding have led to the development of strategic plans that would allow for the diversification of funding and activities. The board of trustees regularly reviews the organisations reserves along with the treasurer and is seeking to maintain a level of unrestricted reserves between 3 and 6 months of the resources expended.

Public Benefit

When planning and programming activities for the beneficiaries of Liverpool Veterans HQ Trustees of Liverpool Veterans HQ are mindful of the Charity commission guidelines on public benefit.

Cont……..

Fundraising

Notwithstanding the decline of funding opportunities, the Charity has continued to be successful in obtaining grants and commissions for the continuation of HQ programmes and projects.

The Charity is seeking to secure additional commissions with other local authorities to roll out similar CIOs in other local areas to support their veterans’ communities. As more and more cuts hit the 3[rd] sector, we are seeing a rise and demand for additional and ongoing support, veterans will face even more hardship without our support.

We have a high percentage of veterans who experience debt and poverty this leads to other issues like mental heal problems and poor physical health with the recent cost of living problems we are now seeing veterans experiencing rent arrears, homelessness and food and fuel poverty.

HQ continues to manage and engage our funders on a regular basis in order that they feel part of the solution and see positive action taking place first hand as a result of their funding.

Reserves Policy

The Trustees regularly review the organisations reserves and have established a policy whereby the unrestricted funds not committed or invested in tangible fixed assets (free reserves) held by the charity should be between 3 and 6 months of the resources expended.

At this level HQ would be able to continue the current level of activities of the charity in the event of a significant drop in funding.

Liverpool Veterans HQ –

Chairman Report

I am pleased to present to you the Annual Report for Liverpool Veterans HQ for the year 2023/24.

As always it is challenging times for all charities across the country, no matter which sector they support. Therefore, it is a credit to the staff and volunteers of Veterans HQ that they continue to act as a single point of contact for those members of the armed forces in need of much needed support. Our volunteers are a testament to Veterans HQ as they demonstrate compassion when needed and no task is too great for them.

Our founder and CEO Bob Blanchard retired from Veterans HQ in the Autunm of 2023 handing the reins over to our director of operations Ian Tumilty, who will move into the role as our new CEO moving forward. Ian has an extensive knowledge of the veteran landscape and has already been developing the charity from a strategic point of view.

I want to take the opportunity to thank Bob for his vision, passion and hard work in changing the veteran support landscape across the Liverpool city region and beyond.

Also mark Haig stepped down as chair and guided the charity through the transition of Bob Blanchard’s retirement. Once again, I would like to thank Mark for all his hard work and support throughout this transition.

Our ‘new beginning’ programme, supporting veterans in the justice system has been recommissioned up to March 2025. This recommission is recognition of the work carried out in supporting veterans and their families who are engaged in the justice system.

We continue to support veterans and their families across the whole of the northwest as part of the veterans, people, places, pathways (VPPP) network which is funded by the armed forces covenant trust. This has been vital in demonstrating to our statutory partners that we operate at a standard set by the Office of Veteran Affairs & the Ministry of Defence.

I would like to thank the other members of Veterans HQ board in supporting the charities work, with not only their time, but with the many skills that they offer Veterans HQ.

Colleen Martin.

Director of Operations Ian Tumilty AGM Report

Before I can review the progress and achievements of Liverpool Veterans HQ in 202324, I want to acknowledge the achievements of Bob Blanchard the founder of Liverpool veterans HQ, whilst at the helm as CEO. Bob stepped down in the autumn of 2023. He founded in 2010 due to the lack of veteran specific support at the time. He set up an addiction pathway with NHS Merseycare supporting veterans with addictions which resulted in working with the Bridge Project from which Tom Harrison House came into being.

In 2015 Bob focused his efforts in supporting veterans in custody, due to the number of referrals from Merseyside police. His work resulted in the New Beginnings programme which the focus of our work today.

In the past 12 months we have seen a change in personnel, with Ron Bates retiring and Jimmy Culshaw taking over his role as custody co-ordinator. I would like to thank Ron for all his hard work in supporting those veterans in the Justice system and helping embed HQ in HMP Risley.

The number of veterans that we are supporting the justice system continues to grow, as does the reputation of the work we do. Evidence of this work across all the prison estates in the northwest, has been forwarded onto the Office of Veteran affairs. We continue to deal with complex cases across all prison estates and act a as the glue regarding a multi-agency approach in supporting the veteran community within prison.

We are firmly embedded in HMP Risley and HMP Altcourse as they hold the highest numbers of veterans in custody. We have sponsored three themed NAAFI breaks at HMP Risley and carried out several consultations in various prisons regarding accessing veteran specific support. We have also sponsored the armed forces covenant gold award holders breakfast event at HMS Eaglet.

We have continued to support our armed forces community across the Liverpool city region, with our extremely successful veteran family Christmas party at Liverpool football club. We also delivered many Christmas hampers across the city region as well as across the northwest for those veteran families impacted by being a part of the justice system. We continued to provide veteran specific activities throughout the year with our monthly NAAFI breaks on board the Floating Grace, Liverpool FC as well as our big veteran walks.

All in all, we have continued to build on the success of the past and the staff and volunteers are looking forward to the next 12 months supporting our armed forces community.

Ian Tumilty.

Photographs of events that have taken place throughout 2023/24.

==> picture [206 x 117] intentionally omitted <==

==> picture [207 x 117] intentionally omitted <==

==> picture [208 x 117] intentionally omitted <==

==> picture [205 x 116] intentionally omitted <==

==> picture [418 x 236] intentionally omitted <==

Mission

“Supporting and Empowering ex armed forces Personnel, Reservists and their families to reach their full potential”

Our Vision

“To provide a unique, holistic support service and engagement programme for ex armed forces personnel, reservists and their families across the Liverpool City Region and surrounding areas.”
We actively engage with ex armed forces personnel, reservists, and their families.
We provide support, advice, information and sign posting to relevant services.
We deliver a strategic and effective service.
We act to ensure ease of access to resources, services and pathways.
We support existing delivery partners and actively seek out new partners to collaborate and innovate.
We reduce waiting times to support services.
We are open, fully inclusive and transparent in everything we do.
We share good practice so that everyone benefits.

Veterans HQ delivers in three areas of action and aligns itself with the National Veterans Action Plan 2022 – 2024 by establishing our key priorities for 2022 - 2024:

Understanding our veteran community – it is vital that we have a detailed understanding of our veteran population and their experiences to provide the right services and support for veterans and their families. Our Strategy will deliver this, including for those whose experiences have not been well understood in the past.
Transforming services and support for veterans – we have seen significant progress in recent years on improving the services and support available to veterans and their families. Our Strategy sets out how we will build on that progress and continue to develop the support available to make a tangible difference to our veteran community, from healthcare to employment.
Celebrating our veterans and their contribution to society – all veterans should feel that their service is appreciated by the community the local authority and the nation. Veterans HQ will fully recognise veterans’ valuable contributions to our community, society and economy, and challenge damaging misconceptions and stereotypes

Veterans HQ Key Achievements

2010 – Liverpool Veterans formed as a project and governed by BNENC
2011 – Launch of Veterans Make it Happen Board Co- Chaired by Chairman of Veterans HQ
2011 – Signing off of on Liverpool City Council’s Liverpool Veterans Strategy
• 2012 – The launch of the UK’s first one stop shop for Veterans
2014 – The development of our Veterans in Custody programme
2016 - Secured Armed Forces Covenant Bronze Award
2016 – New Beginnings Big Lottery bid award to BNENC - £355k
2016 – shadow board - Liverpool Veterans HQ charity
2017 – Aged Veterans funding agreed - £90k to BNENC
2017 – Charity Commission registration grants CIO status
2017 Liverpool Veterans HQ announces 3 significant developments:
Rebranded as Veterans HQ
Website and social media launched
The Earl of Derby, DL – first Patron of Veterans HQ
Joint bid with Sovini Group to develop King’s Barracks, Everton Road
2017 – Veterans HQ earns Armed Forces Covenant SILVER Award
2018 – Kings Barracks Centre of Excellence scheme approved by LCC
2020 Secured Armed Forces Covenant GOLD Award
2021 –Finalist in National Health & Social Justice Awards
2022 – Lead Veterans Organisation in Risley HMP
2022 – Veterans in Custody lead for VPPP
2022 – Continuation Funding secured from NHS England
2022 – LCC Veterans Housing Subgroup Representative
2022 – LCC Veterans mental health sub-group.
2023 – Invited to attend the annual HMP veteran support awards evening in recognition of the work carried across the HMP estates in the NW.

Bob Blachard stepped down as CEO, Ian Tumilty took over as Director of Operations.
Launch of new website.
New cloud based secure database installed.

Liverpool Veterans HQ Registered Charity Number 1172805 Trustee Annual Report For the period 1[st] April 2023 to 31[st] March 2024

Statement of Trustees Responsibilities

Company Law requires the Directors to prepare financial statements for each financial year that provides a true and accurate view of the state of affairs of the company and its income and expenditure for that period.

In preparing those financial statements the directors are required to:-

Select suitable accounting policies and apply them consistently:
Make judgements and estimates that are reasonable and prudent:
Prepare the financial statements on the ongoing concern basis unless it is inappropriate to presume that the company will continue as a ongoing concern:
State whether applicable accounting standards have been followed subject to any material departure disclosed and explained in financial statements.

The directors are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the company and to enable them to ensure that the financial accounts comply with the companies act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and any other irregularities.

By order of the board

Colleen Martin Chair of the Board Board of Trustees Liverpool veterans HQ

Date: 10/10/24.

CHARifi COMMISSION FOR ENGtAND ANO WALES 1172B05 Receipts and payments accounts CC16a 1st2023 318t Maich 2024 To Section A Receipts and payments Unrestricted funds Restricted Endowment fund T¢)tsl fund• 8t year to th• n•••tt kn th•nMr•¥i£ to lh• nMr•rte to t wr••t£ A1 R•¢•l Carry over Bank lThtere&i & nk Rewmenl AFCTF Ippp Grants rknnatyon5 Fethjiw LiverDx4 Veterans FoU110n Sub total(Grtiss income for 167.074 620 10 25,000 35,000 1.898 7.375 17.502 183 574 10,126 7,375 17.Sts2 10.128 2,061 4.487 AR) 11024 356.775 301,3es A2 A¥¥•t •nd Intrnent J•le•, Sub total 12.024 356.775 301,365 A3Pa m•nts Salary on msts & p¥17S do I111)68 I rth iw8th ir surarte i Legal I ISO Dtygn & Pnnt CCAInling Bank Charg8$ Health P Minibus Hire training eXtr8¥ 93.074 12.763 03.074 12,703 2,632 1.423 93,800 1sJ3 2,343 1.360 810 191 4.356 S.S56 7.971 130.6B3 162 11.638 ,547 11.492 139021 11.63 4.547 11A92 134.937 Sub tot•1 A4 As••t and Inv8•tmwrt urcha••8. tsbl• Ital Items for offl¢• &711 &781 2,989 Sub total 3,781 2,909 3,761 143,012 133,672 Net of rncelpts/{payments) AS Tran$f*r¥ betwgen fvnd• A6 Cash fund¥ last year •nd Cash funds thls yr end 12,024 356.TT 368.799 301.365 133,672 167.693 143.532 7.140 218.OTI 225.217 CCXX R1 accounts ISSI 12106r2024

trZOZIWZL Issl Auncwp ¥L ShpEa IlaN JoJn$e8Ji IPAOJ awa •IU¢N Wud nwfys swgnji 9141 IIF 10 MFygq uo wjo wo Aq w&s i#u •np u•uM •np iunow wn n umo ¥,AiJvyo •41 JOJ P•UIIPJ g1098V É Iwoi •ni•A iu•JJn? 4•W40i IBU1 •nlA w•JJng 3 16OJVOU 01 8puni IU•WMOPU3 318•4eeu 3 01 spury $pury POPVM Popw*•Jun SIIElaO oos'Tr)z spuni 4SE? IVOI 8puw y#e9 3 01 8puni WalUlthOPU3 31wvau 01

puni

P•lglJlg•11 V4 UN !EW] poljad aui 10 pua aui ie sa!1!1!qE!I PUE SlaSSE 10 Juawaipis 8 UO!l)as

8koz Jaqoi)o ¥31 00 Jvxv Ll Q) $s8Jppv (Au? 11) Apoq Jo Is)uo!IE?iJ!Ipnb ieuolssoiojd iu?Aala¥ 3KJyr• r*3? OUIEN oiva pouB!s 'AiddB iou op A8uiJ! sie¥?eJq gyl Ul SPJOM 8¥191giap aspaid . 'Pg14?EgJ gq oi Slun?? gui Jo 6UipuEJapun Jadojd E eiqEUa oi Japjo ui UMEJP 4 pinous uoiiuaue u)ILyA oi uoiipulwexa aui ui UOllgouu¢yJ UI SJOUELU J•I410 OU SSOnE aLUO? eAESJ PUE suju09 OU ehEU I 8pJOj 6u!iuno??E @Lll yllla PJOYJE IOU op slun(Ye eyi Jo pv aui 10 0£ k UO!PgS YIIM UPwoE ui ide¥ iou ojam spjooaj 6uiiuno?Je .'padsaJ IEiJaiELU Au? 'Ul IEyi aAaiiaq oi asnE? auj saAI6 4)IyM uoiieuiLuExa ayi 411M UOllJaUUOa ui (. Moiaq pasoijsip ieyi ueyi Jauio} uoiiu•ue Aw oi •w09 aApu sJauELU IEiJaiELU OU IE(41 WJIju I 'UOIIEuiwexa Aw paiaidwo) aAE41 'pv gyi io (q)Is)SlvL UO!pgs Jopun UOISSILULUQJ AiiJpy3 oyi Aq uaA16 suo!paJ!a 01qliddE gLII PaMOIIOI gAe I 'uoiieuiwex• Aw ino 6uiAJJrJ ui PUE PV l LOL eUiJO StrL uolpas Jepun Ino pèujej $iun¢yJ)e $,i$nJL •LII IQ UOIIEUIWEXa Aw io padsoj ui yodoj I IUOW•lelS 8J8U!iUPXO iuopuadopui '(pv gyi.) i Loz v $0!iiJey? 041 io $iuawaJinboJ yw WJUEPJOYJE U! slUnE Oui io yodoj io $i$eq uoiIBJedaJd aui Joi oiqi$uodsoJ oje noA 'wnJi aui io sggwnji AWEIJ? gyi pue $•iiiiiqi$uod$o 001£ papuo JeeA wji Joi (.IsnJi euL) AIUELI? OAoqe ayi Jo siunoaje •Ln Jo uolieuiwexo Aw uo $0oi$nJi gyi oi yodoj I ?k s•6td uo ino Ios {AuE 411 ou lJEy? POPUO JEeA Joi wuno??E UO 08ZLLL 01 149JE DH SUEJaiail ioodJaNI Jo $J9qu aaisrui ayi oi yodo yoda¥ s Jau!wex3 iuapuadapui v uo!i?as siuno?JE ayl uo yodaj s.Jau!wpxa iuapuadapui 53IVM ONV aNV19NI JO4 NOISSIWWO) A1121VH)

8I0Z JaqOIS0 ¥ai 'asoi?s!p Ol $OyS!M JOUIWYXO ayi ie41 swai! Aup io si!Eiep ialjq ajay aA!g UOIIEUILUExa iuapugdapui 6uunp punoj OJOM sanssi ON "{SJaUlWExa Joi aJuppin6 pue suoipajip :guno)Je Aiueyj Jo uoiieuiwExa iuapuadapui 'i£?J aas) LUèJUO) io sjauew iy6iiy&4 01 spaèu Jauiujexè è41 W. aièidwo) Aiuo aJnsoi?s!a uo!i?as

puni

P•lglJlg•11 V4 UN !EW] poljad aui 10 pua aui ie sa!1!1!qE!I PUE SlaSSE 10 Juawaipis 8 UO!l)as

OpenCharities

2024-03-31-accounts

Foreword

Charity name:

Registered Charity Number

Registered Office

Patron

Current Board Members

Bankers

Structure Governance & Management

Governing Document

Appointment of Management Committee

Induction and training of new trustees

Organisational Structure

Risk identification and management

Public Benefit

Fundraising

Reserves Policy

Colleen Martin.

Mission

Our Vision

Veterans HQ Key Achievements

Statement of Trustees Responsibilities

puni

puni