**Charity No. 1192217**
## **WELLBEING IN ACTION**
**ANNUAL REPORT AND FINANCIAL STATEMENTS**
**YEAR ENDED 30 SEPTEMBER 2025**
## **WELLBEING IN ACTION REPORT OF THE TRUSTEES**
## **Reference and administrative details**
Registered Charity Number: 11992217
Status: Charitable Incorporated Organisation (Registered 06/11/2020) Trustees: Mr B Wadlan, Mrs D Y Ridout & Mrs L Puryer
The power of appointment of new trustees is vested in the trustees. A new trustee would receive the training deemed appropriate to enable them to fulfil their role as trustee of the charity.
Treasurer: Ms E Warren Principal Office: 12A School Road Newton Abbot Devon TQ12 2JU
## **Objectives and activities**
The object of the charity as given in the Constitution is to relive hardship amongst people whose facing circumstances causing harm and having a serious detriment on their financial, physical, emotional and mental health and wellbeing, particularly to the most vulnerable, particularly, women and girls.
The objectives of the charity are met by the provision of preventative and support services, the distribution of crisis aid and practical relief from the issues causing barriers.
## **WELLBEING IN ACTION**
## **STATEMENT OF TRUSTEES’ RESPONSIBILITIES**
The trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and regulations.
Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity as at the end of the year and of its financial activities during the year in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards). In preparing these financial statements, the trustees are required to:
- select suitable accounting policies and then apply them consistently;
- make judgements and accounting estimates that are reasonable and prudent;
- follow applicable UK Accounting Standards and the Charities SORP, disclosing and explaining any departures in the accounts;
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue to operate.
**THE TRUSTEES ARE RESPONSIBLE FOR ENSURING THAT ADEQUATE ACCOUNTING RECORDS ARE MAINTAINED THAT ARE SUFFICIENT TO SHOW AND EXPLAIN THE CHARITY TRANSACTIONS AND DISCLOSE WITH REASONABLE ACCURACY AT ANY TIME THE FINANCIAL POSITION OF THE CHARITY, AND ENABLE THEM TO ENSURE THAT THE FINANCIAL STATEMENTS COMPLY WITH THE CHARITIES ACT 2011. THEY ARE ALSO RESPONSIBLE FOR SAFEGUARDING THE ASSETS OF THE CHARITY AND ENSURING THEIR PROPER APPLICATION IN ACCORDANCE WITH CHARITY LAW, AND HENCE FOR TAKING REASONABLE STEPS FOR THE PREVENTION AND DETECTION OF FRAUD AND OTHER IRREGULARITIES.**
**WELLBEING IN ACTION TRUSTEES REPORT 2024/2025**
The year ending 30 September 2025 has been one of the most challenging, ambitious and transformational periods in the history of Wellbeing in Action. It has required the charity to balance significant operational pressures with an unwavering commitment to growth, innovation and service delivery, in a world facing high levels of unrest.
Despite considerable obstacles, the trustees are proud to report that the organisation has continued to strengthen its position within the community, expand its reach and invest in the foundations required for long-term sustainability.
A key achievement during the year has been the continued development of our leadership capacity and organisational credibility. Our Chief Executive successfully secured places on two highly competitive development programmes: The King's Fund Health Leadership Programme and the School for Social Entrepreneurs' Trading for Good Programme. These opportunities brought not only valuable financial investment into the charity but also access to specialist training, peer networks, reflective practice and strategic support.
Alongside this, volunteers and team members have continued to develop their skills through participation in programmes including NIHR First Steps into Research and other health-related training opportunities. As a charity we increasingly recognise that investing in the knowledge, confidence and capability of our workforce is essential if we are to deliver high-quality support and continue to influence wider systems affecting the communities we serve.
The financial year was also marked by substantial investment in the charity's physical infrastructure. Following the loss of key operational premises and the uncertainty that accompanied several unsuccessful property negotiations, the organisation was required to secure and develop a number of new locations to accommodate its diverse range of activities. The resulting spaces now in our portfolio show complete adaptability in how we can deliver without compromise to community needs or wishes, and how our team is prepared to flex with adversity to create even better opportunities.
The wider economic climate continues to present challenges both for our beneficiaries and for the charity itself. Cost-of-living pressures remain significant across our communities, increasing demand for support at the same time as operating costs continue to rise. The trustees recognise the additional burden this places upon staff and volunteers and are grateful for the resilience, adaptability and creativity shown throughout the year. We support our Chief Officer in her prioritization of strength through collaboration and sharing both physical and human resources with an array of partnerships, and this mentality is well aligned to be our strongest theme as we exit the year into a new chapter.
The charity has also experienced the personal impact of ill health, bereavements and changing circumstances amongst several key members of our volunteer workforce. These events have inevitably affected capacity and morale at times. Particular attention has been paid to volunteer wellbeing, recognising that sustaining those who care for others is essential to the health of the organisation.
Governance and succession planning have remained important priorities throughout the year. The Board has worked closely with the leadership team to strengthen governance arrangements and prepare for future growth. We are pleased to report that additional trustees have since been recruited and are progressing through formal appointment processes.
Financially, income increased during the year and reflects the growing confidence that funders, partners and supporters place in the work of Wellbeing in Action. Trustees have remained committed to a selective and strategic approach to fundraising, focusing on opportunities that align with community need and organisational purpose rather than pursuing funding solely to sustain operations.
What is evident is that despite growing verbal acknowledgment of the prowess of Wellbeing in Action to deliver highly impactful interventions, and an uplift in referrals of the most complex cases, the support of statutory services in working alongside, communicating vital information and considering the charity a crucial partner in receiving remuneration for our work, has become noticeably missing. The Trustees have an expectation that Wellbeing in Action should feature in a more respectful way in key policy and decision making processes, genuine coproduction and in receiving remuneration for the work we deliver to local citizens. Traditional ambassadors and spokespeople for the small VCSE sector in the form of CVS organisations feel to have become diluted and not offering what we deserve and need. This will be a theme for us to challenge constructively into the next financial year.
The accounts show a modest deficit for the year and a reduction in unrestricted reserves. However, trustees note that a significant NHS-funded grant awarded during the financial year was subject to administrative delays and was not physically received until after the year end, despite project delivery already being underway. The delayed funding has subsequently been received and will be reflected within the following financial period.
Looking ahead, the trustees remain mindful of ongoing challenges. Securing sustainable funding for key paid roles remains a strategic priority, alongside supporting volunteers effectively and continuing to develop innovative responses to community need. The understanding of the need and mechanisms for collaboration held by the operational leadership team gives us great confidence in this respect. What is especially noteworthy is that in the process of evolving our unique community model, we have been able to seamlessly offer support to other small charities and CIC’s that have enabled them to not only survive the worst climate without interruption to their services,
but also create the foundation of a united collective of organisations capable of achieving powerful change and security together, where they may have ceased to function alone. This is an approach we want to build on over the next 5 years as we see this as essential to long term growth and sustainability, as well as providing unprecedented specialist skill sets to those in need.
Against this backdrop of strategic hard work, the frontline achievements of the year have been remarkable. The charity has continued to deliver impactful programmes addressing poverty, distributing equivalent value of £120k of vital aid and resources, reduced health inequalities, provided cancer support and education, tackled smoking cessation, chaperoned to health and legal appointments, provided preventative and healing programmes for women's health, domestic abuse, social isolation and community wellbeing. We have expanded our reach, strengthened partnerships, established new community hubs and continued to place dignity, compassion and practical action at the heart of everything we do. This year we are attaching our Impact Reports from some of these core projects to enable our volunteers, supporters, the public and funders to see the real work in action.
Finally, I would like to express my personal privilege at having served as Chair of Wellbeing in Action since its inception. It has been an honour to witness the organisation grow from an idea into a respected and trusted force for good within our community. Whilst I will remain involved as a trustee, I will be stepping down from the role of Chair to allow new leadership to guide the charity through its next phase of growth and consolidation.
I would also like to take this opportunity to thank fellow founding trustee Linda Puryer, who will also be stepping down from her trustee role during the next reporting period as our new trustees formally join the Board. Since the very beginning of Wellbeing in Action, Linda has been a constant source of encouragement, wisdom and practical support. She has never been content simply to attend meetings and fulfil governance responsibilities from a distance; instead, she has consistently rolled up her sleeves and worked alongside volunteers at events, activities and fundraising initiatives, becoming a familiar and much-valued presence throughout the organisation.
Affectionately known across the charity as our "Raffle Queen", Linda has brought warmth, enthusiasm and unwavering commitment to our work and has always championed both our volunteers and beneficiaries with equal passion. Following her retirement, she is looking forward to spending more time with family outside Devon, and whilst we shall miss her enormously, we do so with deep gratitude for everything she has contributed to Wellbeing in Action's journey.
On behalf of the entire Board, I would like to thank Linda for her years of service and friendship, and to wish her every happiness in this next chapter.
With new trustees joining the Board and exciting opportunities ahead, I leave the Chair position with confidence that Wellbeing in Action's strongest years are
still to come.
## Barry Wadlan
Chair of the Trustee Board
……………………………………………………
3 June 2026
## **Available to be read in conjunction:**
Smoke Free Generation Report Peninsular Cancer Alliance Impact Report Food Fuel & More Report
*No part of this report, or appended reports may be reproduced, cited, distributed or used in whole or part without permission in writing from Wellbeing in Action. They are for the express purpose of reading to learn about the work of the charity and no rights to images or contents are intended through their publication for this purpose.
## **WELLBEING IN ACTION STATEMENT OF FINANCIAL ACTIVITIES YEAR ENDED 30 SEPTEMBER 2025**
|**INCOME AND EXPENDITURE**
|**2025**|**2025**|2024|2024|
|---|---|---|---|---|
||**Restricted**|**Unrestricted**|Restricted|Unrestricted|
||**£**|**£**|£|£|
|**Incoming resources:**|||||
|Public Donations|-|28,832|-|15,491|
|Beneficiary Grants|3,495|-|-|3,840|
|Grant Funding|52,506|-|49337|0|
|**Total incoming resources**|**56,001**|**28,832**|**49337**|
**19,331**|
|**Resources expended:**|||||
|Charitable activities:|||||
|Beneficiary aid and Services|18,185|9,994|-|15,630|
|Social Action Events and Marketing|2,805|1,542|-|347|
|Volunteers’ Expenses|3,021|1,660|-|7,360|
|Motor Vehicle Expenses|1,161|2,838|-|1,942|
|Legal and Financial Fees|1,778|977|-|2,359|
|Building and Utilities|15,488|8,238|-|8,258|
|Volunteer Bursary and Training|-|-|-|7,347|
|Aid and Crisis Distribution Costs|-|-|-|1,725|
|Rent and Rates|11,132|6,393|-|13,743|
|Printing, Postage and Stationery|-|-|-|909|
|IT Expenditure|2,430|1,336|-|1,936|
|**Total resources expended**|**56,001**|**30,778**|**-**|**61,556**|
|**Net movement in funds for the year**|**-**|**(4,146)**|**-**|**7,112**|
|**Reconciliation of funds:**|||||
|Fund balances brought forward at 1 October|**-**|**7,492**|**-**|**380**|
|2024|||||
|**Fund balances carried forward at 30**
**September 2025**|**-**|**3,346**|**-**|**7,492**|
|**WELLBEING IN ACTION**|||||
|**STATEMENT OF FINANCIAL POSITION**|||||
|**30 SEPTEMBER 2025**|||||
|||**2025**||2024|
|||**£**||£|
|**FIXED ASSETS**|||||
|Computer Equipment||678||678|
|Motor Vehicles||-||2,200|
|Office Equipment||330||330|
|||**1,008**||**3,208**|
|**CURRENT ASSETS**
Cash at Bank
**TOTAL ASSETS**
**FUNDS**
Restricted Funds
Unrestricted Funds|**2,338**
**3,346**
-
3,346
**3,346**|**4,284**|
|---|---|---|
|||**7,492**|
|||
-
7,492
**7,492**|
Financial Comment: The figures do not reflect the entire financial year reported since they do not include £15,000 income which was due but had administrative delays by the NHS, despite the project being more than 4 months into delivery and related expenditure. The use of our reserves for this situation was made on the confidence level that the funds were secured and in process but sadly just delayed. We take this into account in submitting this report.
The Trustees confirm, in accordance with the Charitable Incorporated Organisation (General) Regulations 2012, that at the year end the CIO did not have any outstanding guarantees to third parties nor any debts secured on the assets of the CIO.
**WELLBEING IN ACTION NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 30 SEPTEMBER 2025**
## **1. ACCOUNTING POLICIES**
## 1.1 BASIS OF PREPARATION OF THE FINANCIAL STATEMENTS
The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and the Republic of Ireland (FRS102) issued on 16 July 2014 (the FRS102 SORP) and the Financial Reporting Standard applicable in the United kingdom and the Republic of Ireland (FRS102) and the Charities Act 2011 and UK Generally Accepted Practice as it applies from 1 January 2015.
The financial statements have been prepared to give a “true and fair” view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to give a “true and fair view”. This departure has involved following the FRS102 SORP rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.
## 1.2 LEGAL STATUS OF THE CHARITY
The Charity is registered in England and Wales and the registered office is 12A School Road, Newton Abbot, Devon, TQ12 2JU. The registered charity number is 1192217. The charity has no share capital. Its principal activities are to provide services and relive financial hardship amongst people whose financial circumstances are having serious detriment on their physical, emotional and mental health.
## 1.3 INCOMING RESOURCES
All incoming resources are included in the statement of financial activities when the Charity is legally entitled to the income and the amount can be quantified with reasonable accuracy. Income is measured at the fair value of the consideration received or receivable, net of discounts and value added tax. Major sources of income are recognised as follows:
## Donations and gifts
Donations and gifts are recognised when the Charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.
## 1.4 RESOURCES EXPENDED
Donations and grants are accounted for on an accruals basis. Liabilities are recognised where there is a legal or constructive obligation committing the Charity to the expenditure. Other expenses are recognised in the same way.
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
|**Report to the trustees**
**On accounts for the year**
**ended**
**Set out on pages**|Wellbeing In Action|Wellbeing In Action|Wellbeing In Action|
|---|---|---|---|
|||||
||30thSeptember 2025|**Charity no**
**(if any)**|1192217|
|||||
||1-7|||
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **30/09/2025** .
**Responsibilities and basis of report**
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the 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:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
**Signed: Date:** 05/06/2026 **Name:** Samuel Rigg **Relevant professional** ICAEW (ACA) **qualification(s) or body (if any): Address:** 40 Sycamore, Wilnecote, Birmingham, B77 5HB