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2023-08-31-accounts

REGISTERED CHARITY NUMBER: 1193149

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 August 2023

for

Skipton Step Into Action

Stirk Lambert & Co Chartered Accountants Russell Chambers 61a North Street Keighley West Yorkshire BD21 3DS

Skipton Step Into Action

Contents of the Financial Statements for the Year Ended 31 August 2023

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 14
Detailed Statement of Financial Activities 15

Skipton Step Into Action

Report of the Trustees for the Year Ended 31 August 2023

OBJECTIVES AND ACTIVITIES

Objective

The objectives of the CIO are, for the public benefit, to relieve people within South Craven (Skipton and the surrounding villages as agreed by the Trustees) who are in need by reason of their age, ill health, disability, financial hardship or social circumstances in such ways as the trustees shall think fit, with particular emphasis on those who are affected by or victim of other disaster, trouble, catastrophe or war.

Three years on from foundation, we have connected over a thousand people in our community, always taking a strengths-based approach to look at what people can offer, as well as what they need.

Significant activities

Skipton Step into Action continues to be a dynamic, community-led group, run by and for local people in Skipton. Our activities provide practical and emotional support to those in need and their carers. We operate principally as a Community Support Organisation and in August 2023 we were formally appointed the Community Anchor Organisation for Skipton, recognising our work linking delivery from voluntary, local authority and national health organisations. Funding is provided by North Yorkshire Council and by central government via the voluntary, community or social enterprise funding stream from the VCS Alliance, as well as other smaller grants and donations.

This year, we have extended our services to offer community transport, and a number of additional projects focused on connection, health and wellbeing, and giving people the opportunity to contribute by sharing a real sense of purpose.

Projects

We have now focused our activities into five key delivery areas within which we have delivered a range of projects. We have successfully delivered a range of projects during this financial period as follows:

Community Anchor Organisation

This 3-year investment, principally funded by NYC, will help us to develop our organisation, and deliver against the core aims of the wider Stronger Communities Programme:

o Preventing and reducing health inequalities. o Community resilience. o Social regeneration.

The CAO role aligns with the development of our key services, and SHIC contract.

Wellbeing Café

This is an out of hours drop-in service, open to all adults, providing a warm, safe space for people to connect with their community, and engage in a range of creative arts activities. We signpost to relevant services for additional support as appropriate. This is principally funded through the VCS Alliance and the Mental Health Transformation Programme. We operate in partnership with Pioneer Projects. We have developed our offering at the Wellbeing Cafe quite significantly this year; now offering hot food, an activities programme, guest speakers and encouraging regular participants to get more involved with running the cafe and fulfilling that all-important sense of purpose.

Nurturing Growth

We have consolidated the Ground Yourself in Green project into a single all year delivery project we have called Nurturing Growth. This delivers a range of activities, reconnecting people with their sense of self through Yoga, Mindfulness, Tai Chi, Arts & Crafts and positive social interaction. The project is now based in Fisher Medical Practice's premises (which they donate) with activities moving outside as season/weather conditions permit. Funding comes from a range of sources including NYC.

We also ran the PhotoVoice project again this year giving community members further exposure to photographic techniques and their use in telling and understanding people's stories. This was an Asset Based Community Development project, funded by the VCS Alliance.

Page 1

Skipton Step Into Action

Report of the Trustees for the Year Ended 31 August 2023

OBJECTIVES AND ACTIVITIES

Staying Healthy Independent and Connected (SHIC)

This contract helps us to cover core staff costs to ensure the effective delivery of services and activities to support local people stay healthy, independent and connected. The SHIC contract aligns with the development of our key services, and CAO priorities.

This is funded by NYC Health & Adult Services.

Transport Services

Following the cessation of other local services we have created in the year a transport service providing subsidised travel to our supported groups in two ways:

o We administer a "Dial a ride" service for journeys to medical or other important appointments which is delivered by volunteer drivers using their own vehicles.

o We have acquired and operate a wheelchair accessible minibus providing the same essential journey support but also available for group trips etc.

This has been supported by NYC Integrated Passenger Transport, NYC Stronger Communities, Freemasons and Crowdfunding.

Public benefit

The Trustees have had regard to the Charity Commission guidance on public benefit.

Volunteers

We have continued to maintain a pool of 70 volunteers throughout the year, and they are at the core of our personal response to individuals through befriending, emotional support, signposting and the provision of practical help, such as accessing shopping and other essential supplies.

ACHIEVEMENT AND PERFORMANCE

The year to 31st August 2023 has seen the following key achievements:

o Accessed some £134,000 of funding to support our work which will carry us through the early months of our next year. However, a key goal remains the need to attract more long-term funding to support our continuing growth as a stable long-term team.

o We have recruited Becca Hewitt, Emily Rice and Marion-Tweed Rycroft to strengthen the Trustee board and support the strategic plan targets.

o We have appointed a core staff team of 4 who support the CEO in delivery of the key objectives and a further staff member who is responsible for developing our Transport service.

o Continued our support and development of the volunteer team with training and confidence building activities to support their delivery.

o Completed all key policy documents and instituted a system of Trustee ownership to keep these current and appropriate.

o We have seen renewal of funding for the Wellbeing café and the extension of the SHIC contract for 3 years as well as a 3-year appointment as Community Anchor Organisation.

o We have entered a partnership with Skipton Craven Rotary and participated widely in local fundraising events such as Pride, Sheep Day, coffee mornings, etc.

o We have created the Transport service and significantly developed our Nurturing Growth and Wellbeing Café core projects.

o We have secured rented office space to support the development of the staff and volunteer team.

Ongoing Delivery Goal

'Led by the community, for the community' remains at our core. Our infrastructure is responsive and dynamic to meet local needs. We are a grass roots, community-led organisation that harnesses the donated time of local people to improve lives. We have an integral role in the development of community-owned health and well-being initiatives, offering people new possibilities to connect through mutual interests, and the opportunity to expand horizons and improve our community's health and well-being.

Page 2

Skipton Step Into Action

Report of the Trustees for the Year Ended 31 August 2023

FINANCIAL REVIEW

Financial position

During the period there was a net surplus of £23,311 (2022 £40,025).

Unrestricted reserves at 31st August 2023 were £43,861 (2022 £23,636).

Total reserves at 31st August 2023 were £78,109 (2022 £54,798).

Principal funding sources

The principle funding sources are:

-Fundraising in the local community to generate donations.

-Key relationships with local government and health organisations to elicit grant funding for both specific activities and to support continued running

-Undertaking contracted activity for health and governmental bodies to deliver specific community projects

Investment policy and objectives

All funding for the charity is utilised to deliver the objectives and activities. As such, long term investment is not an activity envisaged by the trustees. Short term investment will seek to maximise returns with minimal capital risk.

Reserves policy

Most funding is restricted to specific activities and expenditure is managed within those restrictions. However, the trustees have agreed that in order to promote resilience we will seek to keep 3 months operating expenses in accounting reserves. This is set at £30,000 as at 31 August 2023. The value of required reserves will be reassessed every 6 months.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is a Charitable Incorporated Organisation (CIO) and is controlled by its constitution.

Recruitment and appointment of new trustees

In growing the Trustee Board, we continue to apply the key provisions from the Constitution Deed about eligibility which exclude certain persons and specify a term of three years.

Organisational structure

The CEO reports into the board of Trustees. Reporting into the CEO are the Volunteer Coordinators, Project Coordinators and the Administrator. The Volunteer Coordinators oversee all volunteers within the organisation, with the support of the CEO.

Wider network

We have continued to build our links with local VSO's and statutory organisations and enjoy ongoing collaboration through multi-agency working. We remain community-focused and continue our strong partnerships with social prescribing teams, Carers' Resource, Avalon, Living Well and NYC Adult Social Care, Pioneer Projects, SELFA, Skipton Fire Service, Age UK, WACA Alliance, Dementia Forward and NYC Stronger Communities.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1193149

Principal address

49 High Street Skipton North Yorkshire BD23 1DT

Page 3

Skipton Step Into Action

Report of the Trustees for the Year Ended 31 August 2023

Trustees

H C Crabtree (resigned 31.12.23) A B Solloway (resigned 12.10.22) Dr B A Woodhouse S Seastron P E Hartley J Whitehead (appointed 14.11.22) R Hewitt (appointed 18.5.23) M F Tweed-Rycroft (appointed 20.7.23) E Rice (appointed 29.8.23)

Independent Examiner

Helen Louise Barritt Stirk Lambert & Co Chartered Accountants Russell Chambers 61a North Street Keighley West Yorkshire BD21 3DS

Approved by order of the board of trustees on 12 February 2024 and signed on its behalf by:

P E Hartley - Trustee

Page 4

Independent Examiner's Report to the Trustees of Skipton Step Into Action

Independent examiner's report to the trustees of Skipton Step Into Action

I report to the charity trustees on my examination of the accounts of Skipton Step Into Action (the Trust) for the year ended 31 August 2023.

Responsibilities and basis of report

As the charity trustees of the Trust 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 Act and in carrying out my examination I have followed all 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 giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do 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.

Helen Louise Barritt The Association of Accounting Technicians

Stirk Lambert & Co Chartered Accountants Russell Chambers 61a North Street Keighley West Yorkshire BD21 3DS

12 February 2024

Page 5

Skipton Step Into Action

Statement of Financial Activities for the Year Ended 31 August 2023

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
23,286
Charitable activities
2
Charitable activites
45,397
Total
68,683
EXPENDITURE ON
Raising funds
342
Charitable activities
Charitable activites
49,962
Other
2,632
Total
52,936
NET INCOME
15,747
Transfers between funds
9
4,478
Net movement in funds
20,225
RECONCILIATION OF FUNDS
Total funds brought forward
23,636
TOTAL FUNDS CARRIED FORWARD
43,861
Restricted
funds
£
172
65,213
65,385
-
57,710
111
57,821
7,564
(4,478)
3,086
31,162
34,248
31.8.23
Total
funds
£
23,458
110,610
134,068
342
107,672
2,743
110,757
23,311
-
23,311
54,798
78,109
31.8.22
Total
funds
£
9,197
94,415
103,612
-
61,957
1,630
63,587
40,025
-
40,025
14,773
54,798

The notes form part of these financial statements

Page 6

Skipton Step Into Action

Balance Sheet 31 August 2023

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
6
3,924
CURRENT ASSETS
Debtors
7
26,388
Cash at bank
39,391
65,779
CREDITORS
Amounts falling due within one year
8
(25,844)
NET CURRENT ASSETS
39,935
TOTAL ASSETS LESS CURRENT
LIABILITIES
43,859
NET ASSETS
43,859
FUNDS
9
Unrestricted funds
Restricted funds
TOTAL FUNDS
Restricted
funds
£
105
-
34,145
34,145
-
34,145
34,250
34,250
31.8.23
Total
funds
£
4,029
26,388
73,536
99,924
(25,844)
74,080
78,109
78,109
43,859
34,250
78,109
31.8.22
Total
funds
£
523
636
55,371
56,007
(1,732)
54,275
54,798
54,798
23,636
31,162
54,798

The financial statements were approved by the Board of Trustees and authorised for issue on 12 February 2024 and were signed on its behalf by:

P E Hartley - Trustee

The notes form part of these financial statements

Page 7

Skipton Step Into Action

Notes to the Financial Statements for the Year Ended 31 August 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Motor vehicles - 25% on cost Computer equipment - 25% on cost

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

continued...

Page 8

Skipton Step Into Action

Notes to the Financial Statements - continued for the Year Ended 31 August 2023

2. INCOME FROM CHARITABLE ACTIVITIES

Activity
Transport service
Charitable activites
Grants
Charitable activites
Grants received, included in the above, are as follows:
NYCC Stronger Communities / CAO
Ground Yourself In Green
Awards For All
Diabetes Awareness
VCS Pioneer Projects Wellbeing Cafe
Photovoice
SHIC
Step Change
Lottery Funding re CAO Staffing
NYCC Nurturing Growth
Craven District Council Christmas Elves
Tarn Moor Grant
Pioneer Projects Nurturing Growth
IPT Transprot Funding
NYCC Transport Funding
31.8.23
£
537
110,073
110,610
31.8.23
£
22,500
-
-
-
20,569
1,000
25,507
-
9,647
3,500
2,000
1,750
5,000
4,100
14,500
110,073
31.8.22
£
-
94,415
94,415
31.8.22
£
37,222
4,000
1,125
2,720
25,588
2,000
14,010
7,750
-
-
-
-
-
-
-
94,415

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 August 2023 nor for the year ended 31 August 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 August 2023 nor for the year ended 31 August 2022.

4. STAFF COSTS

The average monthly number of employees during the year was as follows:

31.8.23 31.8.22
Support staff 7 5

No employees received emoluments in excess of £60,000.

continued...

Page 9

Skipton Step Into Action

Notes to the Financial Statements - continued

for the Year Ended 31 August 2023

5.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
funds
funds
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
8,721
476
Charitable activities
Charitable activites
38,347
56,068
Total
47,068
56,544
EXPENDITURE ON
Charitable activities
Charitable activites
26,294
35,663
Other
1,530
100
Total
27,824
35,763
NET INCOME
19,244
20,781
Transfers between funds
(72)
72
Net movement in funds
19,172
20,853
RECONCILIATION OF FUNDS
Total funds brought forward
4,464
10,309
TOTAL FUNDS CARRIED FORWARD
23,636
31,162
6.
TANGIBLE FIXED ASSETS
Motor
Computer
vehicles
equipment
£
£
COST
At 1 September 2022
-
976
Additions
5,000
-
At 31 August 2023
5,000
976
DEPRECIATION
At 1 September 2022
-
453
Charge for year
1,250
244
At 31 August 2023
1,250
697
NET BOOK VALUE
At 31 August 2023
3,750
279
At 31 August 2022
-
523
Total
funds
£
9,197
94,415
103,612
61,957
1,630
63,587
40,025
-
40,025
14,773
54,798
Totals
£
976
5,000
5,976
453
1,494
1,947
4,029
523

continued...

Page 10

Skipton Step Into Action

Notes to the Financial Statements - continued for the Year Ended 31 August 2023

7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.8.23 31.8.22
£ £
Trade debtors 25,750 -
Prepayments 638 636
26,388 636
8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.8.23 31.8.22
£ £
Taxation and social security 1,671 734
Other creditors 24,173 998
25,844 1,732
9. MOVEMENT IN FUNDS
Net Transfers
movement between At
At 1.9.22 in funds funds 31.8.23
£ £ £ £
Unrestricted funds
General fund 4,183 - (4,183) -
Community Anchor (formerly Stronger
Communities) 19,453 23,318 1,088 43,859
Nurturing Growth - (7,573) 7,573 -
23,636 15,745 4,478 43,859
Restricted funds
Ground Yourself in Green 179 - (179) -
Stronger Communities 1,000 - (1,000) -
SHIC 8,732 11,241 - 19,973
Step Change 3,299 - (3,299) -
Well Being Cafe 17,952 (9,759) - 8,193
Transport Service - 6,084 - 6,084
31,162 7,566 (4,478) 34,250
TOTAL FUNDS 54,798 23,311 - 78,109

continued...

Page 11

Skipton Step Into Action

Notes to the Financial Statements - continued for the Year Ended 31 August 2023

9. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
Community Anchor (formerly Stronger
Communities)
Nurturing Growth
Restricted funds
SHIC
Well Being Cafe
Transport Service
TOTAL FUNDS
Comparatives for movement in funds
At 1.9.21
£
Unrestricted funds
General fund
1,998
Walk & Talk
72
Community Anchor (formerly Stronger
Communities)
2,394
4,464
Restricted funds
Ground Yourself in Green
1,722
Awards for All
4,983
Nurturing Growth
2,604
Stronger Communities
1,000
SHIC
-
Step Change
-
Well Being Cafe
-
10,309
TOTAL FUNDS
14,773
Incoming
resources
£
58,374
10,309
68,683
25,508
20,701
19,176
65,385
134,068
Net
movement
in funds
£
2,185
-
17,059
19,244
(9,202)
-
-
-
8,732
3,299
17,952
20,781
40,025
Resources
Movement
expended
in funds
£
£
(35,056)
23,318
(17,882)
(7,573)
(52,938)
15,745
(14,267)
11,241
(30,460)
(9,759)
(13,092)
6,084
(57,819)
7,566
(110,757)
23,311
Transfers
between
At
funds
31.8.22
£
£
-
4,183
(72)
-
-
19,453
(72)
23,636
7,659
179
(4,983)
-
(2,604)
-
-
1,000
-
8,732
-
3,299
-
17,952
72
31,162
-
54,798

continued...

Page 12

Skipton Step Into Action

Notes to the Financial Statements - continued for the Year Ended 31 August 2023

9. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Community Anchor (formerly Stronger
Communities)
Restricted funds
Ground Yourself in Green
Diabetes Awareness
Photovoice
SHIC
Step Change
Well Being Cafe
TOTAL FUNDS
Incoming
resources
£
9,847
37,221
47,068
4,476
2,720
2,000
14,010
7,750
25,588
56,544
103,612
Resources
Movement
expended
in funds
£
£
(7,662)
2,185
(20,162)
17,059
(27,824)
19,244
(13,678)
(9,202)
(2,720)
-
(2,000)
-
(5,278)
8,732
(4,451)
3,299
(7,636)
17,952
(35,763)
20,781
(63,587)
40,025
Resources
Movement
expended
in funds
£
£
(7,662)
2,185
(20,162)
17,059
(27,824)
19,244
(13,678)
(9,202)
(2,720)
-
(2,000)
-
(5,278)
8,732
(4,451)
3,299
(7,636)
17,952
(35,763)
20,781
(63,587)
40,025
19,244
(9,202)
-
-
8,732
3,299
17,952
20,781
40,025

A current year 12 months and prior year 12 months combined position is as follows:

Net Transfers
movement between At
At 1.9.21 in funds funds 31.8.23
£ £ £ £
Unrestricted funds
General fund 1,998 2,185 (4,183) -
Walk & Talk 72 - (72) -
Community Anchor (formerly Stronger
Communities) 2,394 40,377 1,088 43,859
Nurturing Growth - (7,573) 7,573 -
4,464 34,989 4,406 43,859
Restricted funds
Ground Yourself in Green 1,722 (9,202) 7,480 -
Awards for All 4,983 - (4,983) -
Nurturing Growth 2,604 - (2,604) -
Stronger Communities 1,000 - (1,000) -
SHIC - 19,973 - 19,973
Step Change - 3,299 (3,299) -
Well Being Cafe - 8,193 - 8,193
Transport Service - 6,084 - 6,084
10,309 28,347 (4,406) 34,250
TOTAL FUNDS 14,773 63,336 - 78,109

continued...

Page 13

Skipton Step Into Action

Notes to the Financial Statements - continued for the Year Ended 31 August 2023

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Community Anchor (formerly Stronger
Communities)
Nurturing Growth
Restricted funds
Ground Yourself in Green
Diabetes Awareness
Photovoice
SHIC
Step Change
Well Being Cafe
Transport Service
TOTAL FUNDS
Incoming
resources
£
9,847
95,595
10,309
115,751
4,476
2,720
2,000
39,518
7,750
46,289
19,176
121,929
237,680
Resources
Movement
expended
in funds
£
£
(7,662)
2,185
(55,218)
40,377
(17,882)
(7,573)
(80,762)
34,989
(13,678)
(9,202)
(2,720)
-
(2,000)
-
(19,545)
19,973
(4,451)
3,299
(38,096)
8,193
(13,092)
6,084
(93,582)
28,347
(174,344)
63,336

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 August 2023.

Page 14

Skipton Step Into Action

Detailed Statement of Financial Activities
for the Year Ended 31 August 2023
31.8.23 31.8.22
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 23,458 9,197
Charitable activities
Transport service 537 -
Grants 110,073 94,415
110,610 94,415
Total incoming resources 134,068 103,612
EXPENDITURE
Raising donations and legacies
Advertising 342 -
Charitable activities
Wages 77,725 42,091
Pensions 937 517
Tutor costs 2,425 4,549
Equipment 438 -
Support costs 2,470 3,325
Room hire 4,267 1,492
Volunteer costs 2,332 539
Gifts & support 11,095 8,184
Motoring expenses 3,562 -
Motor vehicles 1,250 -
106,501 60,697
Support costs
Management
Insurance 694 334
Telephone 510 256
Postage and stationery 81 8
Sundries 122 35
IT & consumables 1,171 753
Computer equipment 244 244
2,822 1,630
Governance costs
Accountancy and legal fees 1,092 1,260
Total resources expended 110,757 63,587
Net income 23,311 40,025

This page does not form part of the statutory financial statements

Page 15