. 4E*J•
j7UKAT
AnnuaL Report
2023 - 2024


## **Students at the Heart** 

**UKAT is a member-led organisation supporting personal tutoring and advising in the UK, with 45 institutional members from all mission groups and a growing community of colleagues supporting each other in their roles as personal tutors or academic advisors.** 

## **Contact us** 

UK Advising and Tutoring 🌐: ukat.ac.uk ✉: hello@ukat.ac.uk 

Registered address: York St John University, Lord Mayors Walk, YORK YO31 7EX 

UKAT is a charity registered in England and Wales. Charity Registration Number: 1185020 



## Message from the Chair 

## Empowering Educational Excellence: A Year of Remarkable Achievements 

It has been a year of remarkable achievements and significant growth for UKAT, thanks to the collective efforts and dedication of our team, volunteers, and member institutions. Together, we have made significant 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. 

In the whirlwind of change and challenges faced by the higher education sector over the past year, our organisation has not only adapted but thrived, marking a year of remarkable achievements 

and profound impact on student support and academic advising across the UK and beyond. With a steadfast commitment to enhancing the quality of personal tutoring and broadening the horizons of professional development, we have meticulously crafted and launched pioneering schemes that stand as a testament to our dedication to educational advancement. 

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. We have made significant strides in advancing higher education, fostering collaboration, and driving positive change. Our focus has been on authentic collaboration, rigorous standards, and a steadfast commitment to excellence in every endeavour. As we reflect on the year’s achievements, we are inspired by the progress made and excited for the opportunities that lie ahead, furthering our mission to enhance the higher education landscape. This year’s achievements are more than just 

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milestones; they represent our unwavering commitment to enhancing the landscape of higher education through policy engagement, thought leadership, innovative resources, and community building. Together, we’re not just facing the future; we’re shaping it and look forward to creating a lasting impact in the years to come. 

**Neil Bangs,** UKAT Chair 

## **Structure, Governance and Management** 

UKAT is a Charitable Incorporated Organisation, governed by a constitution, with a Board of Trustees elected by members of the charity. 

## **Board of Trustees** 

Neil Bangs _Chair_ 

Susan Smith _Finance Committee Chair_ 

Dionne Barton 

Ann Bingham _Vice-Chair (Community Engagement)_ 

Abigail Moriarty 

Oscar van den Wijngaard _Scholarship_ 

Sarah Bosch _Vice-Chair (Professional Development)_ Michael Talbot _Publicity and Advocacy_ 

Josephine Gabi _Equity and Inclusion_ 

## **Chief Executive Officer** 

David Grey 

UKAT is a registered member of the National Council for Voluntary Organisations (NCVO). Trustees are provided with access to, and asked to engage with, NCVO’s Trustee training and charity governance guidance and resources. 

UKAT has followed NCVO guidance, and adopted and adopted NCVO sample policies and procedures in defining its organisational structure and procedures. 


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## **Vision, Mission and Values** 

The UK Advising and Tutoring association (UKAT) is a charitable trust and learned society representing scholars and practitioners of personal tutoring and academic advising in the UK higher education sector. 

## **Our vision** 

UKAT’s vision is for every higher education student to experience effective personal tutoring and academic advising which personalises their learning and enables them to flourish. 

## **Our mission** 

UKAT mission is to advance effective personal tutoring and academic advising, transforming advising practice so that every higher education student can experience inclusiveness, wellbeing and personal growth, leading them to flourish and succeed. We support the development of staff and students throughout the learning journey by sharing resources, practicing scholarly inquiry, promoting partnership, fostering community, and espousing excellence in personal tutoring and academic advising practice. 

## **Objectives** 

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. 



## **Our values** 

Inclusive: UKAT is open, welcoming and accessible to all involved in supporting student success, including students themselves. 

Collaborative: UKAT promotes partnerships across the higher sector, within institutions and with students, for the benefit of students, and for the benefit of the personal and professional development of advisors/tutors. 

Listening: UKAT actively seeks the voice of students, advisors/ tutors and institutions to inform thinking on current issues and to help our members in supporting their students and institutional missions. 

Enabling: the UKAT community encourages and motivates advisors to improve their practice and work effectively with the diverse range of students they support. 

Scholarly: UKAT seeks to advance advisor/tutor skills and practices through engagement with evidence-informed approaches. 

Professional: UKAT seeks to recognise the importance of the advising/tutoring role, and to define the standards and values which underpin it, for the greater good of students, colleagues, institutions and higher education in general. 

Student-Centred: Students are the reason why UKAT exists and are at the heart of everything that UKAT does. 

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UKAT seeks to achieve its objectives by advancing the field of academic advising and personal tutoring and working with key stakeholders, including members, higher education institutions, their staff, and students, to enhance academic advising and personal tutoring practice. UKAT supports the sharing and dissemination of good practices through conferences, webinars, professional development activities, professional recognition, research, resources, articles, and networking. 

UKAT views itself as a learning association and promotes a scholarly-informed approach to personal tutoring/academic advising to its members, as well as the adoption of highimpact, 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 to enhance their own practice and develop 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 encourage all practitioners to adopt a scholarly-informed 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 that 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 inperson workshops which available to both members and non-members 

- Consulting directly with individual higher education institutions 

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## **Main Achievements** 

## Institutional Excellence: The Launch of Our Accreditation Scheme 

In a groundbreaking initiative, we successfully initiated our Institutional Accreditation Scheme, setting a new standard for excellence in the higher education (HE) sector. Following thorough consultations with six universities, we embarked on a pilot scheme with three pioneering institutions: the University of East London, the University of Greenwich, and the University of Sunderland. This pilot is the first step in creating a comprehensive accreditation program designed to foster an evidence-informed, continual enhancement of personal tutoring practices. Our goal is to empower institutions to invest in their staff, delivering quality, effective personal tutoring that significantly uplifts student outcomes. This scheme signifies a developmental collaboration in which we leverage our extensive resources and expertise to assist institutions in refining their personal tutoring processes to align with our accreditation principles and the forthcoming UKAT Personal Tutoring Charter. Anticipating the first accreditation submission in early autumn 2024, we are gearing up to welcome more institutions starting September 2024. A dedicated working group—comprising members from the pilot institutions and a diverse range of HE institutions—has meticulously outlined the accreditation criteria, application, and assessment processes. Accredited institutions will proudly bear a charter mark, symbolising their commitment to excellence in personal tutoring and student support for a period of five years. 

## Celebrating Professional Excellence: The Professional Recognition Scheme 

Our Professional Recognition Scheme has witnessed unprecedented growth, with over 540 individuals from 45 universities drawn to its promise of nurturing and acknowledging educational excellence at an individual level. This year alone, we have celebrated the achievement of 150 distinguished awards across varying levels of recognition. The scheme’s structured framework cultivates a reflective and developmental ethos among practitioners, fostering pedagogical innovation for the benefit of our wider student community. The surge in interest from both UKAT’s existing and potential institutional members underscores the scheme’s pivotal role in enhancing educational quality. Enhanced support mechanisms, including revamped applicant handbooks, innovative self-assessment tools, and immersive Recognition Retreats offering dedicated support and mentorship, have significantly bolstered the applicant journey. Notably, our optimised assessment process now boasts a remarkable reduction in decision wait times, alongside a compassionate extension policy and rigorous assessor management strategies, ensuring fairness and consistency in every assessment. Through our monthly assessment panels and regular assessor training, we continue to ensure the highest standards of fairness and consistency in our evaluations. 


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## Fostering Professional Growth: The Professional Development Curriculum 

Our Professional Development Curriculum has reached new heights of engagement, offering 12 enriching online modules to staff at member institutions. With 523 module registrations emanating from 48 institutions, there is a clear demand for professional upskilling. Designed to support continuous learning and development, these modules cater to diverse needs and interests within the HE community, underlining our commitment to advancing educational practices. Additional modules are currently under development, with plans to expand this offering, reflecting our dedication to meeting the evolving needs of educational professionals. 

## Elevating Our Influence in Higher Education Policy 

Our commitment to shaping policies that influence student support has never been stronger. This year, we’ve deepened our involvement in pivotal networks and task forces, most notably with the Office for Students’/Student Champion’s HE Mental Health Implementation Taskforce. Our collaborative efforts have led to the development of a comprehensive framework outlining essential skills and competencies all student-facing staff should possess. This initiative aims to foster mentally healthy university environments and empower staff to effectively support students with diverse mental health needs. Additionally, our advocacy for the Disabled Students Commitment is championing unprecedented inclusivity across UK higher education institutions, ensuring that no student’s potential is hindered by disability. 

## Launching WayPoint: A Landmark in Academic Publishing 

In an exciting leap forward, we announced the birth of WayPoint, a European Journal of Personal Tutoring and Academic Advising Practice. Born out of a vision first conceived in 2017, WayPoint has finally taken flight, thanks to the maturation of our organization and the collaborative spirit of our colleagues across Europe, including our partners at LVSA in the Netherlands and the University of Turku in Finland. WayPoint stands as an inspiration for professionals eager to bridge scholarship with practical application in personal tutoring and academic advising. Launched at our 2024 Annual Conference and looking forward to its 


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## **Main Achievements** 

inaugural edition before our 10th-anniversary conference in 2025, WayPoint is set to revolutionize how knowledge and practices are shared in our field across Europe. 

## Hosting an Unprecedented Annual Conference 

Our most recent Annual Conference marked a significant milestone, becoming the largest gathering in our history with 246 delegates from across the globe. Hosted at the University of Greenwich, the conference became a melting pot of ideas, innovations, and inspirations from the UK, Europe, and as far afield as Australia, Canada, the UAE, and the US. As we set our sights on the 2025 Annual Conference in partnership with University College London, we’re fuelled by the anticipation of celebrating a decade of driving change and excellence in higher education. 

## Developing Resources to Revolutionize Personal Tutoring 

We’ve broadened our suite of resources, offering impactful tools like the _Advising the Student Journey_ game and the _Because of My Tutor_ poster campaign. 

The _Advising the Student Journey_ game is a dynamic and engaging card-based activity that fosters collaboration among all educational stakeholders. This unique tool encourages a deep dive into the student experience, allowing participants to view the educational journey through the students’ eyes. Its thoughtful design prompts discussions on student needs, paving the way for the development of structured personal tutoring programs which ensure meaningful interactions, guiding students effectively at crucial points on their academic journey. 

Our _Because of My Tutor_ poster campaign highlights the pivotal role of personal tutoring. By offering a collection of 36 customisable A3 posters, institutions now have a powerful tool to showcase real-life testimonials of students whose academic and personal outcomes 



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## **Main Achievements** 

have significantly benefited from their interactions with personal tutors. Each poster serves as a vivid testament to the transformative impact of personal tutoring, featuring genuine student stories that not only celebrate their achievements but also highlight the indispensable value personal tutors add to the educational journey. The posters can be customised to use an institution’s brand and include additional stories and photographs of their own students 

## Expanding Our Webinar Series 

Our _Tutoring Matters_ webinar series has continued to capture the interest of educators worldwide, with topics this year drawing audiences of up to 300 participants. Moving onto the Microsoft Teams platform has furthered our reach, enabling us to connect, educate, and inspire a broader community of academic professionals. UKAT now has an archive of over 100 hours of webinar recordings which is available to UKAT members. 

## Special Interest Groups 

In a remarkable display of innovation and collaboration, our Special Interest Groups (SIGs) have, over the past year, not only expanded in number but also in influence, marking a significant stride in the realm of personal tutoring. With the welcome addition of the _Evaluation of Personal Tutoring_ SIG, and the consideration of new groups targeted at senior leaders and peer support, our network of SIGs has blossomed into vibrant micro-communities. Each group, deeply rooted in specific elements of personal tutoring, has become a cornerstone for fostering collaboration and igniting knowledge exchange within the UKAT membership ecosystem. 


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## **Main Achievements** 

These powerhouse collectives have been pivotal in propelling the advancement of cutting-edge ideas and nurturing the development of evidence-based practices in higher education. Through their dedication, we’ve seen the creation of influential UKAT Curriculum modules—ranging from _Decoding Cross-Cultural Communication_ to _Supporting Postgraduate Students_ —and the delivery of engaging webinars that prompt much-needed discussion, such as the thought-provoking and highly popular _Why Don’t They Attend?_ webinar delivered by the _Student Engagement_ SIG. 

But it doesn’t stop there. Our SIGs have leapt beyond dialogue, initiating cross-institution research projects, contributing to esteemed peer-reviewed journal articles, and taking centre stage with their findings at conferences. This vibrant activity has been recognised and supported by the decision of the Board of Trustees to begin awarding small-scale grant funding to fuel these important endeavours further. Such backing ensures our community continues to lead the way in developing and sharing personal tutoring practices that are theoretical and proven in action. 

## Consultancy Services: Working Together to Enhance Practice 

UKAT’s consultancy services continue to provide tailored support and robust partnerships with higher education providers. By engaging closely with six higher education institutions, our efforts have propelled these institutions forward, enhancing their personal tutoring frameworks and enriching the skills of their staff. Through bespoke training workshops, provision of sectoral insights, design guidance on personal tutoring systems, and the critical review of policies, we’ve laid the groundwork for transformative approaches to personal tutoring across the sector. 

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## **Financial Review** 

The UK Advising and Tutoring association (UKAT) is a charitable trust and learned society representing scholars and practitioners of personal tutoring and academic advising in the UK higher education sector. 

## Financial Review 

At the heart of our financial health are the membership fees, which are predominantly sourced from our partnerships with higher education institutions. This pivotal revenue stream is bolstered by the income generated through our comprehensive training programs and the accreditation of individual practitioners. Moreover, the annual conference emerges not just as a beacon of shared knowledge and innovation but also as a significant contributor to our financial surplus. 

As a digitally-forward organization, UKAT prides itself on its strategic focus in developing cuttingedge digital infrastructure and automation. This commitment ensures that we provide an array of indispensable services with efficiency, powered by a lean yet highly specialized team. Our investment in people is profound, with a significant portion of our expenses dedicated to staff salaries. We’ve built our team with a deliberate emphasis on diversity in expertise, paying competitive salaries commensurate with the high standards of the UK higher education sector to attract and retain top talent. 

In a strategic move this year, UKAT has ventured into the realm of financial investment by opening an interest-paying deposit account. This marks a significant step in our endeavour to enhance the management of our financial resources, aiming to secure and grow our funds wisely. Upholding our values, our financial assets, including our current and deposit accounts, are held by the Cooperative Bank. This choice reflects our commitment to supporting organisations that share our ethical views and offer exceptional services to small charities like ours. 

This financial synopsis highlights UKAT’s sound financial management and initiatives and underscores our continual growth and dedication to supporting the higher education sector. Our strategic financial decisions are integral to fostering a sustainable future for UKAT, enabling us to soar to new heights in training, accreditation, and beyond. 

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**Financial Review** 

## Receipts 


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2023-24 2022-23<br>Membership 31,960 49,645<br>Conference 45,983 29,434<br>Consultancy 4,092 8,519<br>Sponsorship 3,700 3,000<br>Education and Training 43,080 16,490<br>Merchandise and Sales 320 640<br>Interest Earned 35 -<br>Overpayments Received 67 315<br>Sub total (Gross income for AR) 129,237 108,043<br>**----- End of picture text -----**<br>


## Payments 


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2024 2023<br>Salaries 64,765 47,035<br>Pensions 12,791 10,734<br>Conference 18,951 11,052<br>Consulting 300 -<br>Travel 4,220 2,013<br>Insurance 208 208<br>Cost of Merchandise - -<br>IT & Software 4,631 3,599<br>Subscriptions 188 124<br>General Expenses 2,579 936<br>Bank Fees 22 8<br>Payment Processing Fees 824 691<br>Refunds Made 315 -<br>Total Payments 109,794 76,400<br>Net of receipts/(payments) 19,443 31,643<br>Transfer between funds - -<br>Cash funds last year end 105,128 73,485<br>Cash funds this year end 124,571 105,129<br>**----- End of picture text -----**<br>


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**Financial Review** 

## Assets and liabilities at the end of the period 


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2023-24 2022-23<br>Current Account 84,067 104,463<br>-<br>Deposit Account (Reserves) 40,035<br>PayPal Account 411 232<br>Stripe Account 59 434<br>Total cash funds 124,572 105,129<br>**----- End of picture text -----**<br>


## Reserves Policy 

The Charity Commission recognises that it is important for a charity to keep funds in reserve to strengthen the charity’s resilience against drops in income or the demands of new initiatives. 

UKAT is primarily funded by higher education institutions and receives most of its annual income in July – August and January – March. To ensure the sustainability of its operations and activities in a market sector facing significant financial challenges, UKAT’s policy is to hold the equivalent of nine month’s operating costs (75% of annual operating costs) in reserve. Operating costs include staff salaries, IT infrastructure costs, and general running costs. Reserves are held in a 35-day notice, interest-paying deposit account. 

UKAT undertakes to fully comply with this reserve target over any three-year period. The financial reserves held by UKAT will be used to: 

- maintain essential services and activities for UKAT’s members and beneficiaries 

- manage unforeseen financial difficulties 

The Board of Trustees will review this policy at least annually to ensure its effectiveness in light of the changing financial climate and other risks. On behalf of the Board of Trustees, the Finance Committee will review the required reserves quarterly to ensure that they are adequate to fulfil our continuing obligations and advise the Board of Trustees of any changes required to the Reserves Policy. 

At the end of the 2023-24 financial year, UKAT holds £40k in reserve, which represents 37% of the annual operating costs. It is the Board's intention to increase the reserves held over the next two years to enable UKAT to meet its reserve target of 75% of annual operating costs. 

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## **Declarations** 

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.. 

## **The Trustees declare that they have approved this Annual Report** 

## **Signed on behalf of the UKAT Trustees** 


**Neil Bangs** Chair 


**Ann Bingham** Vice-Chair (Community Engagement) 

**Date** 10 October 2024 

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UK Advising and Tutoring 🌐: ukat.ac.uk ✉: hello@ukat.ac.uk 



**UKAT is a charity registered in England and Wales. Charity Registration Number: 1185020** 




**UK Advising and Tutoring 1185020 Receipts and payments accounts CC16a** 

|**For the period**<br>**from**|5/1/2023|**To**|4/30/2024|
|---|---|---|---|



## **Section A Receipts and payments** 

**Unrestricted Restricted Endowment funds funds funds** 

## **Total funds Last year** 

|**Section A Receipts and payments**<br>**Unrestricted**<br>**funds**|**Section A Receipts and payments**<br>**Unrestricted**<br>**funds**|**Restricted**<br>**funds**|**Endowment**<br>**funds**|**Total funds**|**Last year**|
|---|---|---|---|---|---|
|**A1 Receipts**<br>Membership<br>**31,960**<br>Conference<br>**45,983**<br>Consultancy<br>**4,092**<br>Sponsorship<br>**3,700**<br>Education and Training<br>**43,080**<br>Merchandise and Sales<br>**320**<br>Interest Earned<br>**35**<br>Overpayments Received<br>**67**<br>**129,237**<br>**to the nearest      £**<br>**_Sub total_**_(Gross income for AR)_||**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**to the nearest £**|**to the nearest £**<br>**31,960**<br>**45,983**<br>**4,092**<br>**3,700**<br>**43,080**<br>**320**<br>**35**<br>**67**<br>**129,237**|**to the nearest £**|
|Membership|**31,960**|**-**|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||**49,645**<br>**29,434**<br>**8,519**<br>**3,000**<br>**16,490**<br>**640**<br>**-**<br>**315**<br>**108,043**|
|Conference|**45,983**|**-**||||
|Consultancy|**4,092**|**-**||||
|Sponsorship|**3,700**|**-**||||
|Education and Training|**43,080**|**-**||||
|Merchandise and Sales|**320**|**-**||||
|Interest Earned|**35**|||||
|Overpayments Received|**67**|**-**||||
|**_Sub total_**_(Gross income for AR)_|**129,237**|**-**||||
|**-**<br>**-**<br>**_Sub total_                              -**<br>**_Total receipts_                 129,237**<br>**A2 Asset and investment sales,**<br>**(see table).**||**-**<br>**-**<br>**-**<br>**-**||**-**<br>**-**<br>**-**<br>**129,237**||
||||**-**<br>**-**<br>**-**||**-**<br>**-**|
|||||||
|||**-**|**-**||**108,043**|



|**A2 Asset and investment sales,**||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|**(see table).**||||||||||||
|||**-**||**-**||**-**||**-**||||
|||**-**||**-**||**-**||**-**||**-**||
|**_Sub total_**||**-**||**-**||**-**||**-**||**-**||
|||||||||||||
|**_Total receipts_**||**129,237**||**-**||**-**||**129,237**||**108,043**||



## **A3 Payments** 

|Salaries|**64,765**||**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**64,765**<br>**12,791**<br>**18,951**<br>**300**<br>**4,220**<br>**208**<br>**-**<br>**4,631**<br>**188**<br>**2,579**<br>**22**<br>**824**<br>**315**<br>**109,794**|**47,035**<br>**10,734**<br>**11,052**<br>**-**<br>**2,013**<br>**208**<br>**-**<br>**3,599**<br>**124**<br>**936**<br>**8**<br>**691**<br>**-**<br>**76,400**|
|---|---|---|---|---|---|---|---|
|Pensions|**12,791**||**-**|||||
|Conference|**18,951**||**-**|||||
|Consulting|**300**|||||||
|Travel|**4,220**|||||||
|Insurance|**208**|||||||
|Cost of Merchandise|**-**|||||||
|IT & Software|**4,631**||**-**|||||
|Subscriptions|**188**||**-**|||||
|General Expenses|**2,579**||**-**|||||
|Bank Fees|**22**||**-**|||||
|Payment ProcessingFees|**824**|||||||
|Refunds Made|**315**||**-**|||||
|**_Sub total_**|**109,794**||**-**|||||



|**A4 Asset and investment**|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**|||||||||||
||**-**||**-**||**-**||**-**||||
||**-**||**-**||**-**||**-**||||
|**_Sub total_ **|**-**||**-**||**-**||**-**||**-**||
||||||||||||
|**_Total payments_**|**109,794**||**-**||**-**||**109,794**||**76,400**||
||||||||||||
|**_Net of receipts/(payments)_**|**19,443**||**-**||**-**||**19,443**||**31,643**||
|**A5 Transfers between funds**|**-**||**-**||**-**||**-**||**-**||
|**A6 Cash funds last year end**|**105,128**||**-**||**-**||**105,128**||**73,485**||
|**_Cash funds this year end_**|**124,571**||**-**||**-**||**124,571**||**105,128**||



**Section B Statement of assets and liabilities at the end of the period** 



|**Categories**<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B5 Liabilities**<br>**B4 Assets retained for the**<br>**charity’s own use**|**Details**<br>Current Account<br>Deposit Account<br>PayPal Account<br>Stripe Account<br>**Details**<br>**Details**<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))|**to nearest £**<br>**84,067**<br>**40,035**<br>**411**<br>**59**<br>**124,572**<br>Agreement Error<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Unrestricted**<br>**funds**<br>**Unrestricted**<br>**funds**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**|**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>OK<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Restricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Amount due**<br>**(optional)**|**to nearest £**<br>**Endowment**<br>**funds**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
||||||
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**<br>**Endowment**<br>**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**<br>**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**<br>**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**<br>**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||



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

Date of approval 

Signature 

Print Name 



|#VALUE!||Neil Bangs||10/10/2024|
|---|---|---|---|---|
|#VALUE!||Ann Bingham||10/10/2024|






## **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 2024 **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 / 2024 **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:** 8[th] October 2024 

**Signed: Name:** Sarah McConnell **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 

1 

**October 2018** 

**IER** 



**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). 

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

2 

**October 2018** 

**IER**