2023-04-30-accounts - UK Advising And Tutoring

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Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	for theperiod	for theperiod	for theperiod
From	Period start date			To	Period end date
	1	5	2022		30	4	2023

Section A Reference and administration details

Charity name UK Advising and Tutoring

Other names charity is known by UKAT Registered charity number (if any) 1185020 Charity's principal address York St John University Lord Mayor’s Walk YORK Postcode YO31 7EX

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Neil Gordon Bangs	Chair		Members
Susan Anne Smith	Finance Committee Chair		Members
Dionne Elizabeth Barton			Members
Ann Lesley Bingham	Vice-Chair (Community Engagement)		Members
Oscar van den Wijngaard			Members
Abigail Moriarty			Members
Sarah Churchill	Vice-Chair (Professional Development)	From 8/7/2022 onwards	Members

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

David Grey

Section B Structure, governance and management

Description of the charity’s trusts

Constitution

Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Elected by Charity Members Trustee selection methods (eg. appointed by, elected by)

Additional governance issues (Optional information)

UKAT is a registered member of the National Council for Voluntary You may choose to include Organisations (NCVO). Trustees are provided with access to, and asked additional information, where to engage with, NCVO’s Trustee training and charity governance guidance relevant, about: and resources.

policies and procedures adopted for the induction and UKAT has followed NCVO guidance, and adopted and adopted NCVO training of trustees; sample policies and procedures in defining its organisational structure and procedures
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

March 2012

TAR

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The objects of the charity are to advance the education and success of Higher Education students through the provision of effective personal tutoring and academic advising. UKAT seeks to achieve its objectives through advancing the field of academic advising and personal tutoring, and working with key stakeholders including members, higher education institutions and their staff, and students, to enhance academic advising and personal tutoring practice. UKAT supports the sharing and dissemination of good practice, through conferences, webinars, professional development activities, professional recognition, research, resources, articles, and networking. UKAT views itself as a learning association and promotes a scholarlyinformed approach to personal tutoring/academic advising to its members, and the adoption of high-impact, evidence-informed practices by individual educators and their institutions to enhance student outcomes. UKAT encourages all personal tutors/academic advisors to engage with, and contribute to, the scholarship of the field as a means of enhancing their own practice and developing more effective practice across the whole higher education community. UKAT also supports, promotes and facilitates the dissemination of research into personal tutoring and academic advising, to enhance the publicly-available evidence base of effective practices and to encourage all practitioners to adopt a scholarlyinformed approach. UKAT provides a range of consultancy, professional development and training for personal tutors and academic advisors through webinars, online courses, networking opportunities and practice sharing events. The two primary professional development activities offered by UKAT are a freely available monthly webinar series open to anyone, and the UKAT Annual conference. UKAT partners with LVSA, the Dutch study advising association to provide two events each year which are freely available to members of the UK and European higher education communities. UKAT offers advice and guidance to higher education institutions seeking to improve the provision of personal tutoring and academic advising processes for their students. It does this through:

Publications and guidance documents, including a professional standards framework
Freely available educational resources for higher education providers and individual personal tutors/academic advisors to use in supporting their students
A structured Curriculum of online professional development courses and in-person workshops which available to both members and non-members
Consulting directly with individual higher education institutions

The Trustees have considered the Charity Commission guidance on public benefit to satisfy themselves that UKAT’s activities meet the public benefit requirements. The Board of Trustees takes account of the public benefit guidance in considering proposals for the introduction of new activities, and changes to existing ones.

March 2012

TAR

Additional details of objectives and activities (Optional information)

UKAT employees one member of full-time staff (the CEO) and two parttime staff (a Project & Publicity Officer and a Business Development Manager). Apart from the contribution of these staff, all the activities of UKAT are undertaken by experienced volunteers who are employed within UK or global higher education settings.

UKAT does not currently award grants.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

It has been a year of remarkable achievements and significant growth for Summary of the main UKAT, thanks to the collective efforts and dedication of our team, achievements of the charity volunteers, and member institutions. Together, we have made significant during the year strides in advancing our higher education mission and fostering collaborative initiatives. This report highlights our key achievements during the year, showcasing the positive impact we have made in the sector.

Successful In-person Annual Conference: One of the highlights of the year was the highly successful in-person UKAT Annual Conference, hosted by Swansea University. This is the first time since the pandemic that the Annual Conference has been held in-person. The event brought together educators, professionals and thought leaders from across the higher education landscape. It served as a platform for meaningful discussions, knowledge sharing, and networking opportunities. The conference received overwhelmingly positive feedback and provided a valuable forum for addressing emerging challenges in and identifying innovative solutions.
Employment of Two Part-time Employees: With a focus on bolstering our organizational capacity, we have employed two part-time employees. These dedicated individuals have played crucial roles in supporting our day-to-day operations, facilitating effective communication, and driving our initiatives forward. Their expertise and commitment have strengthened our ability to provide high-quality services and support to our member institutions and the wider higher education community.
Popular Monthly Webinar Series: Our free monthly webinar series has grown in popularity throughout the year, and we have changed the hosting platform we use to enable us to make them available to larger audiences. These webinars have become a hub for knowledge exchange, best practices, and professional development within the higher education sector. Renowned experts and practitioners have shared their insights, addressing key issues and emerging trends. The consistently positive feedback received from attendees demonstrates the value of these webinars and the importance of providing accessible and relevant content to our community.
Expansion of Member Institutions: We are thrilled to announce that our network of member institutions has grown significantly during the year. We now proudly serve 42 institutions, each bringing unique perspectives and expertise to our community. This expansion reflects the growing recognition of our organization as a trusted partner and resource within the higher education landscape. We remain committed to fostering collaboration, enabling sharing of best practices, and driving positive change across these diverse institutions, and the wider higher education community.
Increased Turnover: UKAT’s financial stability and growth are evident through the increase in our annual turnover to £108K, and the first time our turnover has exceeded £100K. This achievement is a result of strategic planning, effective resource allocation, and the dedication of our team. The increased turnover enables us to further invest in initiatives and resources that directly benefit our member institutions and the broader higher education community. It is a strong indicator of our UKAT’s continued progress and ability to deliver impact.

March 2012

TAR

Section D Achievements and performance

Development of Special Interest Groups and Research Projects: The establishment of special interest groups (SIGs) has been a significant step forward in enhancing collaboration and knowledge sharing within eight specific areas of interest. These groups have developed valuable resources, facilitated meaningful discussions, and initiated cross-institution research projects. By bringing together experts and practitioners, we have accelerated the advancement of innovative ideas and are contributing to the development of evidence-based practices in higher education.
Widely Adopted Online Curriculum: Our online curriculum has witnessed substantial growth and adoption throughout the year. Introduced in January 2022, over 20 institutions have now embraced this innovative learning platform for personal tutors, recognizing its potential for staff development which in turn enhances educational experiences and improve student outcomes. By offering flexible and accessible resources, we are empowering educators to embrace digital learning and adapt to the evolving needs of their students. The growing adoption of our online curriculum reflects its effectiveness and impact on the higher education community.
Impactful Professional Recognition Scheme: Over the past year, our Professional Recognition scheme has continued to expand its reach, providing a platform for individual practitioners in the higher education sector to showcase their expertise, dedication, and commitment to personal tutoring/academic advising. The scheme is now operational at over 45 universities, and achievement of recognition through the scheme has been built into the academic staff promotion criteria of several institutions. This signifies the trust and recognition our program has gained among academic institutions and reflecting its growing acceptance and value within the sector. Almost 450 applicants have now engaged with the scheme, showcasing its resonance with practitioners aspiring for ongoing professional growth and development. The scheme offers a structured framework that encourages individuals to reflect upon their practice and pursue targeted professional development opportunities. Through these endeavours, practitioners can enhance their knowledge, skills, and pedagogical approaches, ultimately benefitting the broader student community.

The Board of Trustees expresses heartfelt gratitude to our team, member institutions, dedicated volunteers, partners, and supporters who have contributed to the remarkable achievements of UKAT over the past year. Together, we have made significant strides in advancing higher education, fostering collaboration, and driving positive change. We look forward to continuing this journey, creating a lasting impact in the years to come.

Section E Financial review

Brief statement of the charity’s policy on reserves

UKAT does not currently have a reserves policy. The development of a reserves policy remains an ongoing item of work for the Finance Committee, on behalf of the Board of Trustees.

March 2012

TAR

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources 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.

UKAT has been engaged by an Irish university on several occasions during this, and previous, reporting periods. A portion of the fee paid to UKAT has been retained by the Irish Revenue as Professional Services Withholding Tax and can be reclaimed by UKAT on production of a certificate of tax residency in the UK. UKAT has attempted to obtain such a certificate from HMRC but it appears that, despite submission of all the necessary paperwork, HMRC did not complete UKAT’s tax registration which was submitted in February 2020. UKAT has applied again in 2022 to register with HMRC for tax purposes again but no response to that application has yet been received. The organisation will continue to pursue tax registration with HMRC. Once registration is complete, we shall apply for the certificate of tax residency and reclaim the tax due to us from the Irish Revenue.

Section F Other optional information

March 2012

TAR

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

ed on behalf of the charity’s trustees	ed on behalf of the charity’s trustees	ed on behalf of the charity’s trustees
Signature(s) Full name(s) Neil Gordon Bangs Ann Lesley Bingham Position (eg Secretary, Chair, etc) Chair Vice-Chair (Community Engagement) Date 5 July 2023 5 July 2023
	Chair	Vice-Chair (Community Engagement)
	5 July 2023 5 July 2023
	5 July 2023

March 2012

TAR

UK Advising and Tutoring 1185020

Receipts and payments accounts

CC16a

For the period from	5/1/2022	To	4/30/2023

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds

Last year

Section A Receipts and payments Unrestricted funds	Restricted funds	Endowment funds	Total funds	Last year
A1 Receipts Membership 49,645 Conference 29,434 Consultancy 8,519 Sponsorship 3,000 Education and Training 16,490 Merchandise and Sales 640 Overpayments Received 315 108,043 - - Sub total - Total receipts 108,043 A3 Payments Salaries 47,035 Pensions 10,734 Conference 11,052 Consulting - Travel 2,013 Insurance 208 Cost of Merchandise - IT & Software 3,599 Subscriptions 124 General Expenses 936 Bank Fees 8 Payment ProcessingFees 691 Refunds Made - Sub total 76,400 - - Sub total - Total payments 76,400 Net of receipts/(payments) 31,643 A5 Transfers between funds - A6 Cash funds last year end 73,485 Cash funds this year end 105,128 to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	to the nearest £	to the nearest £ 49,645 29,434 8,519 3,000 16,490 640 315 108,043 - - - 108,043 47,035 10,734 11,052 - 2,013 208 - 3,599 124 936 8 691 - 76,400 - - - 76,400 31,643 - 73,485 105,128	to the nearest £
		- - - - - - - -		40,505 16,594 10,257 2,000 9,405 - 1,178 79,939
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				- -

		-		79,939

		- - - - - - - - -		41,759 10,120 720 1,590 435 208 420 9,640 180 663 17 550 - 66,302

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		-		66,302

	-	- - - -		13,637 - 59,848 73,485
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Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use	Details Current Account PayPal Account Stripe Account Details Details Details Details *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ 104,463 232 434 105,129 Agreement Error to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional)	to nearest £ Endowment funds
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				OK
				to nearest £ Endowment funds
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				Current value (optional)
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				Current value (optional)
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				When due (optional)
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Date of approval

Signed by one or two trustees on behalf of all the trustees

Signature

Print Name

Neil Gordon Bangs 712812023 LtL Susan Srnith 712812023

Independent examiner's report on the accounts

Section A Independent Examiner’s Report Report to the trustees/ UK Advising and Tutoring (UKAT) members of On accounts for the year 30[th] April 2023 Charity no 1185020 ended (if any) Set out on pages

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 / 04 / 2023

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Date: 9[th] October 2023

Signed: Name: Sarah McConnell

October 2018

IER

Relevant professional	Member of Institute of Chartered Accountants in England and Wales
qualification(s) or body	(ICAEW)
(if any):

Address:	56, Lewes Road
	Haywards Heath
	RH17 7SN

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER