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2024-04-20-accounts

Charity Registration No.1190534

14, All Saints Place, Bury.

Lancashire BL8 1ND

07397089141 contact@wonderfullifeacademy.com www.wonderfullifeacademy.com

Trustee Annual Report 21[st] April 2023- 20[th] April 2024

Contents

Executive Summary.........................................................................................3 Legal and Charitable Status...........................................................................5 Objects and Area of Benefit............................................................................5 Mission Statement ..........................................................................................5 Statement of Values.........................................................................................6 Summary of Achievements to Date...............................................................7 Vision of Success............................................................................................8 Aims..................................................................................................................8 Equality Statement...........................................................................................9 Governance......................................................................................................9 Situation Analysis .........................................................................................10 Business Strategy..........................................................................................12 Funding Strategy...........................................................................................13 Service Plan....................................................................................................14 Internal Policies and Procedures.................................................................17 Staffing............................................................................................................18 Volunteers......................................................................................................19 Insurance........................................................................................................20 Yearly Accounts.............................................................................................21 Independent Examiner’s report……….……………………………………….23 Risk Assessmsments……………………………………………………………25

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Executive Summary

Wonderful Life Academy is a Charitable Incorporated Organisation registered with the Charity Commission and recognised as charitable by HMRC. The Objects as set out in Wonderful Life Academy’s governing document are:

To preserve and protect the health and wellbeing of, in particular but not exclusively, frontline workers in the United Kingdom by providing workshops and coaching sessions with Well-Being Coaches and providing access to online content designed to promote healthy lifestyle and well-being.

Our mission is " To help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life."

Since its foundation in 2020, Wonderful Life Academy has helped Frontline workers in the Fire Brigrade, the Greater Manchester Police, the NHS, Morrisons Supermarkets, Nationwide Building society, Social Workers and Nurseries to improve the Well-Being of their staff.

Since the beginning of 2022, Wonderful Life Academy has offered our service free to everyone, running wellbeing workshops in schools, community centers and social clubs. We continued to prioritise Key workers including care workers, teachers and postal workers.

Wonderful Life Academy's governance structure consists of four Trustees: Timothy Laycock, Ella Gowing, Mitchell Gowing and Lucy Gale and its Chief Executive Officer Neil Gowing. Full Board meetings are held annually. Trustee meetings are held quarterly with a minimum of two trustees in attendance.

The Charity has a number of key strengths. All our fully qualified Coaches are accredited by the largest coaching organisation in the world. All of our coaching content belongs to the Charity and is licence free. The CEO has over 30 years Leadership and business experience.

The Trustees have a plethora of experience including Greater Manchester Police, Mental Health First Aid, Management and Leadership, Logistics, Business Directors, Training and Development, Retail, Hospitality, Human Resources and CIPD.

The need for Well-Being coaching is highlighted in the department of Health's recent paper on well-Being as being at an all time high thus creating a significant opportunity for our charity to flourish and benefit the maximum number of people.

Wonderful Life Academy has a three-stage business strategy,

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  1. To obtain grants from relevant organisations to continue to deliver workshops to Key workers, communities and specialist groups.

  2. Seek opportuities to work collaboratively with organisations to provide our service to and to receive funding/fundraising support from.

  3. Operate a Charity shop which includes a wellbeing hub.

The Charity's funding strategy follows three main workstreams; local fundraising, funding grants and Charity shop.

We have a clear set of objectives geared towards achievment of our business plan with reviews of all strategy, activiites and procedures planned within the financial year.

All Strategic risks have been asessed and measures put in place to mitigate those risks.

The business plan has been assessed and agreed by our Board of Trustees to ensure compliance with our obligations under our Charity Constitution.

Legal and Charitable Status

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Wonderful Life Academy is:

Objects and Area of Benefit

The Objects as set out in Wonderful Life Academy’s governing document are:

To preserve and protect the health and wellbeing of, in particular but not exclusively, frontline workers in the United Kingdom by providing workshops and coaching sessions with Well-Being Coaches and providing access to online content designed to promote healthy lifestyle and well-being.

The Area of Benefit as set out in Wonderful Life Academy’s governing document and registered with the Charity Commission are:

To improve the health and Well-Being of Frontline workers n the United Kingdom. These workers are the key individuals who keep the country operational in times of crisis or public emergency. By improving the health and Well-Being of these workers they will in turn provide an improved service to the general public on a daily basis and also be more resilient in times of crisis thus maintaining a higher level of attendance and service in such times .

Mission Statement

Our mission is to help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life.

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Statement of Values

Wonderful Life Academy believes strongly in:

The right of everyone to enjoy a life of their own.

The right of Frontline and Key workers to expect effective support in their valued role.

The importance of a safe environment where people can share personal experiences with honesty and acceptance.

Wonderful Life Academy sees itself as:

Caring and respecting people’s individuality.

Promoting the importance of well-being to overall health. Enabling and empowering people to take action. Maintaining people’s confidentiality (subject to safeguarding issues). Valuing Frontline and Key workers and their contribution to society. Non-condemnatory, judging situations not people. Independent of statutory services. Seeking and gaining the respect of professional colleagues. Working consultatively and collaboratively. Open and communicative.

Knowledgeable, with a “can-do” approach to improving well-being.

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Summary of Achievements to Date

Since its foundation in 2020, Wonderful Life Academy has already:

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Vision of Success

In 2023/24 Wonderful Life Academy:

Aims

The strategic aims of Wonderful life academy are:

To enable Frontline and Key Workers, workers in other organsiations and members of our communities to manage their well-being and own lives more easily and more effectively, and to pursue their own goals and aspirations.

To enable Frontline and Key workers, workers in other organisations and members of our communities to support each other in their well-being.

To empower all members of our communities to take control of their own wellbeing and mental health and improve their resilience to mental illness.

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Equality Statement

Wonderful Life Academy is committed to equal opportunities principles in:

This commitment is set out in full in our Equal Opportunities Policy.

Governance

Wonderful Life Academy's governance structure is as follows:

4 Trustees -

Timothy Laycock - Director at M66 Car and Commercial. Lucy Gale- Crime Recording officer, Greater Manchester Police. Ella Gowing – Restaurant Manager, Swan & Cemetery Restaurant Mitchell Gowing – Dispatch controller, Greater Manchester Police.

Chief Executive Officer- Neil Gowing

Full Board meetings are held annually. Trustee meetings are held quarterly with a minimum of two trustees in attendance.

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Situation Analysis

Strengths:

Led by fully qualified Coaches accredited by The largest Coaching Organisation in the world.

All content belongs to the Charity and is licence free.

Website is functioning and fit for purpose.

Network of qualified coaches already in place.

CEO has 30 years Leadership and business experience.

Trustees bring a plethora of experience inluding Mental Health First Aid, Management and Leadership, Logistics, Greater Manchester Police, Business Directors, Retail, Hospitality, Training and Development, Human Resources and CIPD.

Well-Being remains topical following the Covid-19 Pandemic and the Cost of living crisis.

Content and format are tried and tested with excellent reviews and feedback.

No other Charity or Coaching organisation has the same content.

We are able to operate both online and in person allowing us to be flexible to the needs of our beneficiaries.

The Charity is largely self-funded via the Charity shop.

Weaknesses:

All of our fully trained Well-Being Coaches are based in the North West of England thus limiting our reach.

The website has limitations due to lack of expert knowledge within the Charity.

The adminsitration and day to day function of the charity is reliant soley on the CEO.

Our Brand awareness is low outside of home towns.

Opportunities

We are eligible to apply for funding from National Lottery, People's Postcode lottery and numerous other funding bodies.

Partnership with The Blue Light Card Foundation can bring publicity, credibility and fundraising opportunities.

Partnership with Morrisons, Asda and Tesco Supermarkets can bring publicity, credibility and fundraising opportunities.

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Partnership with Greater Manchester Police can bring publicity, credibility and fundraising opportunities.

Tap into Retail contacts including Team members as source of volunteers and fundraisers.

Development of website to create a more accessible online coaching service.

Continuing to grow the Charity Shop can bring additional funding and self reliance.

Threats

The Current climate has made funding and fundraising more difficult with many charities finding it difficult to survive.

People don't see the value of coaching so not seen as essential.

Loss of coaches due to other commitments

Not able to pay CEO and coaches.

Potential loss of Trustees due to other commitments.

Risk of lease on Charity shop being ended early due to town center development.

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Business Strategy

Wonderful Life Academy has a three-stage business strategy.

Key priority areas are:

Expand our reach to more Beneficiaries

Operation of Charity shop and wellbeing hub

Team Development and knowledge

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Funding Strategy

The Charity's funding strategy follows three main workstreams.

1. local fundraising.

2. Funding grants.

3. Providing 'Paid for' coaching/speaking .

4, Online and bricks and mortar Charity shops.

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Service Plan

The main services offered by Wonderful Life Academy will be as follows:

  1. Face to face group Well-Being Coaching.

  2. Online Academy with resources to help improve Well-Being.

  3. 1.Face to face group Well-Being Coaching

Activities

Outcomes

Resources

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2. Online group Well-Being Coaching

Activities

Outcomes

Resources

3. Online Academy with resources to help improve Well-Being Activities

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Outcomes

Resources

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Internal Policies and Procedures

Wonderful Life Academy will keep policies updated covering the following areas:

POLICY AREA Adopted Action / Review
Safeguarding Sep 2020 Review Sep 2024
Confidentiality Sep 2020 Review Sep 2024
Conflict of interests Sep 2020 Review Sep 2024
Health & Safety Sep 2020 Review Sep 2024
Equal Opportunities Sep 2020 Review Sep 2025
Complaints Oct 2020 Review Oct 2025
Corporate Social
Responsibility
Oct 2020 Review Oct 2025
Recruitment Oct 2020 Review Oct2025
Volunteering Oct 2020 Review Oct 2025
Financial Administration Oct 2020 Review Oct 2025
Code of Conduct Sep 2020 Review Sep 2024

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Staffing

The Charity currently employs the following roles:

Job Title: Chief Executive Officer Supervised by: The Trustees Contract : Self-Employed

Job Description:

Job Title: Well-Being Coach Supervised by: The Chief Executive Officer Contract: Self Employed Job Description:

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The Charity plans to recruit the following roles within year 3 of the business plan:

Job Title: Company Secretary Supervised by: The Chief Executive Officer Contract: Indefinate Job Description:

Volunteers

The Charity has the following volunteer roles:

Fundraisers/Charity Shop workers

10 people working an average of 10 hours per week.

Social Media influencers

5 people working an average of 5 hours per month.

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Insurance

TYPE LEVEL Renewal date
Product liability £5m 03/02/2025
Public liability £5m 03/02/2025
Professional indemnity £5m 03/02/2025

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Yearly Accounts CHARITY COMMISSION FOR ENGLAND AND WAL WondErful LWeAcadEmy Receipts and payments aGGounts CC16a For peiiod from To 21104Q023 20104￿024 Section A Receipts and payments UThrestrScted lund¥ Restrleted lund5 Endowment funds Total funds Lastyoar tr>th A1 Reteipts u40 11.94J 56QD fromCh•iity 8 Ofvr W￿lsh￿T￿&S Giantlron Foy Gi4nttronmBluB Gard FDundthn 1.7 10.ooo iiooo ARI 21.50J la.￿} J1743 A2 As$•t and Inv•Sbn•ntsal•s, 31783 A3P• ments p*￿ntIo¢0￿ Tr￿5￿MeFuellParkll &u￿rty rMNs Slzliorwand￿UiprnOnl Insura1￿land Postage Jl.E65 l.ll 1,346 J45 R¢DlIr¢x￿￿1re Rgfro¥hments 1.47£ 234 a8094 Sub tolal 3&694 A4 A58@t and inv@5knont rchas¢$ 5ge tablo Print9r Sub tolal 38,894 3B,B94 Of￿¢￿p1￿(￿yM•tsts1 A5 Transfer6 he￿09n funds A6 Ca6h fvnds last yoar ond Cash lunds this y6areJ 16.391 io, 8,583 10,2 1,697 CCXX R1 9royJnts Issi 21

Section B Ststement of assets and liabilities at the end of the period ilnrw3¢rict8d funds R•¥tnctsd funds Endowmy funds Calegorle D•¢•i18 ÉtÈnd tsTpÈrnd . z.a££ Totsl¢ash lunds rfsii Unre5thcled fundk 10 ￿￿￿$1£ Restdcted funds EndowmeThl funds Fundto¥¥hkh Costioptlofi•l ¢urnntY41 0￿1 B3 Inv88tm•nt a88at8 Fund lo¥¥hkh Detalls B4 Assets retained for the charity's own use Fundtowhkh AmDuntdu• lon VJh#nd Detalls B5 Liabilities S￿￿e￿￿¥ CE0￿ behawof all the tN$Ig99 Signalure Pnnt Na Date tsf approval 15ffjSP2024 CCXX R? ?rxXWfflts ISSI 22

Nwl Gobi 1510512024 CCXX R3 ac4ounts {ssi 15m512024 23

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Wonderful Life Academy On accounts for the year 20/04/2024 Charity no 1190534 ended (if any) Set out on pages 2

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY .

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

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

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.

Signed:
Name:
Relevant professional
qualification(s) or body
(if any):
11/06/2024
Kimberley Elliott
CLC Licensed Conveyancer

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Address: 22 Duchess Mews, York, YO26 5TA

Section B Disclosure

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

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

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Strategic Risk Assessment Risk Catsllory Risk IdJnti Liklehood Sevality Coniml Me8sur8s Nèt RrJk Furthèr￿ L8¢k of Forward p￿Thning Or glralegr¢ direction 2 Monitor Financial pLan and opèrath)nal perfoimance al Tluslee Meeting5. 3 Create a strat￿le business plan and review al T￿￿tee Meeti N￿e Board ApT-23 Plans lo be drawn up and agreed wrth Board Retention and ieGruilrnentof TTU51ees 1 tlrdw up Trustee Recruitment policy 2 Drawvp Trv8ie¢ Trainit*J prDyr3rnme. CEO Ocl-22 1. Agr￿ protocol for d15Glosure of potential conflict of Interest 2.A9ree procedure5 foT Stan(fing on certain decislOnS Confiicl of Interest None Board Apr-23 1. Agr￿ notice procedures. a iobust SuCtsSSIDn plan. Policies lo be Lo8s of Key staltlBo8rd members 3. Dia agreed with Board CEO Oct.22 I Implement Complaints policy and pr¢¢tdure$ 2.Ayre$ service standards and benchmark. otcheck toachin sessions l Maintain bespoke conteni and delivery 2.Moniloi public avrarenes8 profi￿ of Complaints ptsli¢y drawn up and agreed wlh Board Poor S8rvi¢¥ provi$ion-Cu¥tomer sat15facl￿n CEO Oct-22 Comptrtth<mfrom 8imibror9antsaiicffi¥ Board required 3 Ctsn$i$i$ntl r¥view marktriin strats 1, r8yiew and agiee role. cornpelencie5 2 review and agree vetting procedures 3 reviow?nd agree Ir8iniry and ¥upervision procedures 4 agree development and Mot￿81￿n Volunteers Drawup relev¥n rAans CEO Oct-22 1 comply wlh law and iegulali 2 irain Stsff and corry)lian￿ offi￿r 3 pul in place tnonilonng atKI reporting rO￿d￿re$ l Draw up recruilmenl poIIcy 2 Diaw up robust Iiaining pi3rbS for Well-B8Ing coac￿$. robust ¥ucres5ion plafi. 4 Build a net￿￿rk of Coaches VAII fill in as ImpleTrEnl Health & Safety Ilh and Safety Board Oct-22 Recr￿lMent￿nrt Fletenti￿ of WelkBeirvJ Coaches Drawup relevan poboes and agree %%ith board CEO Oct.22

Lad( of fundraising retums organisalion5 2 Review activity and returns at TIu$iEe Meeliry8 3 Agree Fundtai¥ing wlh Board 1 Implement fundraising policy 2.Implement authon9Ation process for Fun¢rais8rs 1 Review fin?n¢i31 cDntroI procaur¢$ 2 Segregate dutie5 None Required Inspwoprigte Fundraising Drw up re￿Van policy CEO Fraud or error Draw up re￿Van poliry CEO ree whislle-blowin 1 Communicate wrth supporters benefIC￿r￿S 2. Ensure good quality reportino of th¢ Gharity's activ￿EleS and financ￿1 yluotion 3 Implement publt rel•bon$ I rocedure5 1 Implement complaints PfLKedures (￿th Intsrnal and externall 2 Agree proper revhFW procedure6 for compLgints 3 Agree a crisis management straieoy for handling- Including consistency of key s $nd a ntyminaled s okes 8r$o 1 Mpnilor propo¥ed IEg81 regulolDry Ghanges 2 Consider membership of appiopriate umbrella bodie5 1 ¢omply with lawand regulalton 2. Tiain staff and compliance off￿￿r 3 Pul In pl3cB monitoring and reporting ro￿ureS PublK Pe￿ptb?n Draft Publt ielatsony Iroining CEO DTaft Ctisis ThAanagemenl Slratsgy Adverse wblicily CEO G¢vèinmtnt pol None Ongoing Heath. safety and enyironmenl ImpleTnEnl Health 8 Safely CEO 1 Identify key legal and iegulalory iequiiemen 2. Allocats responsibility for ktry ¢0m￿l￿n procedure5 3. Put In pl8¢& ¢¢ynpli•rf8 M￿￿oring and reporting. Compli8Dre wth legislation and regulalv)n$ ppropnate lo the ac1wit￿5. 51Z& ATh $iiu¢turs of ¢h*iity None 1 Review and agree complian procedure¥ an alkKalion ol staff res ReguLknry repDrbfig requirern8nts". None Apr- 28

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

Signed on behalf of the charity’s trustees

Name: Neil Gowing Signature: Neil Gowing Position: Chief Executive Officer Date: 11/06/2024

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