Trustees’ Annual Report for the period
From 01/01/2022 Period start date to 31/12/2022 Period end date
Charity name: Peer Advice Services UK
Charity registration number: 1193338
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To support and assist in the care of any person with any spinal cord injury, defect or condition and their friends, families and any other person or persons who may be assisting, supporting, or treating any such person. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Over the reporting year the charity has delivered peer led support to spinal cord injured people and their family and friends throughout the UK this includes Service Personnel and Veterans. This has been in the form of face to face visits and online sessions. Support and representation for Personal Independence Payment (PIP), Access to Work, Continuing Healthcare (CHC), War Pension and Armed Forces Compensation Scheme (AFCS). We have also carried out advocacy work to help disabled veterans charitable funding for specialist mobility equipment and housing adaptions. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | On appointment Trustee’s sign a trustee declaration statement committing them to giving their time and expertise. The induction process follows the ICSA good practice guide with a formal induction program for any newly appointed trustee which includes an initial meeting with the chair of trustee’s followed by a series of short meetings with the CEO on the work of the charity, powers, and responsibilities of the trustee board. The induction pack includes a copy of the last 2 yrs, accounts and annual reports and a copy of the Charity Commissions guidance “The Essential Trustee: what you need to know, what you need to do” and “Public Benefit: Rules for Charities”. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
Policy on grant making. |
Para 1.38 |
PAS UK is not a grant making organization. |
Policy on social investment including program related investment. |
Para 1.38 |
PAS UK does not currently have any funds invested and has no plans to invest any funds, surplus or otherwise. |
Contribution made by volunteers. |
Para 1.38 |
Throughout the year we have had significant contribution by volunteers, especially within the Peer Role for MCSI Oswestry and the Veterans Hospital. This totals in excess of 400 hrs in time given to help PAS UK. |
Other |
Achievements and Performance
SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 |
We have delivered over 3000 hrs direct 1to1 support to spinal cord injured people including service personnel and veterans. Alongside our Peer work we have also delivered over 2000 hrs of support helping disabled people with PIP, Access to work and CHC related issues. Our advocacy casework has helped individuals from the veteran community obtain in excess of £300,000 of funding for essential mobility equipment and housing adaptions. The funds were obtained by linking in with charity partners such as SSAFA, Army Benevolent Fund, RAF Benevolent Fund. With the help of national lottery funding, we have been able to produce educational videos to support newly injured SCI people and provide them with information to rebuild their lives. Our collective work across PAS UK has facilitated support and improvement in our beneficiaries lives that would not have been possible without our charities intervention. It has increased the social integration and interaction of disabled people across the UK making our society more inclusive. |
|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set. |
Para 1.41 |
As a charity we have exceed our expectations of establishing SCI support mechanisms across the UK for Veterans and non-veterans. We have developed new services that through the course of our work we have found a need for such as the PIP and Access to work support service. We have also identified needs of support within other disability such as hearing loss and MS, we have successfully run pilot schemes and the next step will be for the board of trustees to decide how we as a charity can expand our sphere of work to incorporate this in the future of PAS UK. |
|---|---|---|
Performance of fundraising activities against objectives set. |
Para 1.41 |
We have achieved our fundraising objective which was to increase our income via corporate sponsorship and some community fundraising. As the accounts show we have doubled our income from year one. |
Investment performance against objectives |
Para 1.41 |
N/A we have no plans for investment, it does not fit with the fundraising model that we have adopted for PAS UK. |
Other
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity’s accounts are in a strong position at the end of this period. We have raised enough to get us through year 2 with a growth in service delivery and sufficient left to carry us into the new financial year and create a reserves fund. |
|---|---|---|
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | Our reserves Policy will be developed and signed off by the board of trustees aspart of ouryear 3 objectives. |
| Amount of reserves held | Para 1.22 | Currently zero. |
| Reasons for holding zero reserves |
Para 1.22 | We have had zero reserves as a start up charity it was not a financially viable prospect. We have been delivering charitable services whilst ensuring the long term sustainability of PAS UK and putting ourselves in a position to create a reserves fund and Policy as part of year 3 which we have achieved. |
| Details of fund materially in deficit |
Para 1.24 | We have no deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | As with any charity there are always uncertainties regarding funding. However, PAS UK prides it’s self on building strong relationships with our corporate sponsors and as such we have secured funding for year 3 that guarantees an amount that covers the charity’s running costs and ensures we can continue to operate and deliver our services to beneficiaries. |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Our principal source of funds is corporate sponsorship from within the legal sector. We have secured a funder for year 3 and have a contracted agreement to ensure the funds are guaranteed. |
|---|---|---|
Investment policy and objectives including any social investment policy adopted. |
Para 1.46 |
PAS UK does not invest funds and as such is not required to have any policies of this nature. Should the Trustees decide to change this, best practice will be followed and appropriate policies adopted. |
|---|---|---|
A description of the principal risks facing the charity |
Para 1.46 |
The principal risk facing PAS UK is that of funding and being unable to secure corporate sponsorship. In order to mitigate this risk, we will be developing a number of commercial elements in year three that will create sustainable income and lessen the reliance on corporate **sponsorship. ** |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (Trust deed,royal charter) |
Para 1.25 |
Constitution |
| How is the charity constituted? (e.g., unincorporated association,CIO) |
Para 1.25 | Charitable Incorporated Organisation (CIO) |
| Trustee selection methods including details of any constitutional provisions e.g., election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Apart from the first charity trustees as stated in the constitution, every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. There must be at least five charity trustees. If the number falls below this minimum, the remaining trustee or trustees may act only to call a meeting of the charity trustees or appoint a new charity trustee. The maximum number of charity trustees that may be appointed to the CIO is ten. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees. |
Para 1.51 |
ICSA Guide – “Recruitment, Appointment, and Induction of Charity Trustee’s” Charity Commissions guidance “The Essential Trustee: what you need to know, what you need to do” and “Public **Benefit: Rules for Charities” ** |
|---|---|---|
The charity’s organisational structure and any wider network with which the charity works. |
Para 1.51 |
|
Relationship with any related parties |
Para 1.51 |
|
Other |
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Reference and Administrative details
| Charityname | Peer Advice Services UK |
|---|---|
| Other name the charityuses | PAS UK |
| Registered charitynumber | 1193338 |
| Charity’s principal address | The old Forge 32A High Street Islip Kettering NN14 3JS |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| James Orr | ||||
| Adam Joslin | Chair | |||
| Jamie White | ||||
| Rob Bromage | ||||
| Steve Hodges | ||||
Corporate trustees – names of the directors at the date the report was approved.
Director name James Orr Adam Joslin Jamie White Rob Bromage Steve Hodges
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others.
Description of the assets None held in this capacity. Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects. Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information)
Lee Cairns – CEO, Elizabeth Wright – Fundraising Manager
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Position (e.g., Secretary, Adam Charles Joslin Chair, etc) Chair of Trustees Date 19 January 2024
Inde ndent Examinels Re ort to the Trustees of PEER ADVICE SERVICES UK Independent examiner's report to the trustses of PEER ADVICE SERVICES UK ('the Charity,) I report to the charity trustees on my examination of the accounts of the Charty for the year ended 31 December 2022. Responsibilities and basis of report As the ¢harity's trustees of the Company you are responsible for the preparation of the accounts in accordance with the requirements of the Charities A¢t 2011 ('the Act,). I report in resFect of my examination of the charity's accounts as carried out under section 145 ofthe Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) Ib) of the 2011 Act. Indèpendent examlnerfs sL*ement have completed my examination. l confirm that no material matters have come to my attents'on in conneth'on with the examination giving me Cause to believe that in, any material respect.. accounting records We not kept in arxordan¢e with section 130 of the Charities Act" or the accounts do not accord with those accounting records., or the accounts do not comply with the applicable requirements conceming 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 fairf view which is not a matter considered as part of an independènt 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. Suzanne Spicer FCA Spicer & Co UK Limited Staple House 5 Eleanorfs Cross Dunstable Bedfordshire LU6 1SU Date: 1910112024
| 1193338 Peer Advice Services UK CIO Receipts andpayments accounts Period start date Period end date To For the period from 01/01/2022 31/12/2022 |
1193338 Peer Advice Services UK CIO Receipts andpayments accounts Period start date Period end date To For the period from 01/01/2022 31/12/2022 |
1193338 Peer Advice Services UK CIO Receipts andpayments accounts Period start date Period end date To For the period from 01/01/2022 31/12/2022 |
1193338 Peer Advice Services UK CIO Receipts andpayments accounts Period start date Period end date To For the period from 01/01/2022 31/12/2022 |
1193338 Peer Advice Services UK CIO Receipts andpayments accounts Period start date Period end date To For the period from 01/01/2022 31/12/2022 |
1193338 Peer Advice Services UK CIO Receipts andpayments accounts Period start date Period end date To For the period from 01/01/2022 31/12/2022 |
Last year to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CC16a |
||
|---|---|---|---|---|---|---|---|---|
| For the period from |
Period start date 01/01/2022 |
To | Period end date 31/12/2022 |
|||||
| Section A Receipts and payments | ||||||||
| A1 Receipts | Unrestricted funds to the nearest £ 21,600 8,374 98 - - - - - 30,072 - - - 30,072 335 1,041 304 50 360 14,200 1,908 34 902 4,511 23,645 1,547 - 1,547 25,192 4,880 - 2,734 7,614 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 21,600 8,374 98 - - - - - 30,072 - - - 30,072 335 1,041 304 50 360 14,200 1,908 34 902 4,511 23,645 1,547 - 1,547 25,192 4,880 |
||||
| Donations and legacies | 21,600 | |||||||
| Grant income | 8,374 | |||||||
| Other income | 98 | |||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| Sub total(Gross income for AR) |
30,072 | |||||||
| A2 Asset and investment sales, (see table). |
||||||||
| - | ||||||||
| - | ||||||||
| Sub total Total receipts A3 Payments |
- | |||||||
| Advertisingand marketing | 335 | |||||||
| Insurance | 1,041 | |||||||
| Office andgeneral expenses | 304 | |||||||
| Charitable activites | 50 | |||||||
| Professional services | 360 | |||||||
| Salaries | 14,200 | |||||||
| NIpayments | 1,908 | |||||||
| Computer costs | 34 | |||||||
| Subscriptions | 902 | |||||||
| Travel and accommodation | 4,511 | |||||||
| Sub total | 23,645 | |||||||
| A4 Asset and investment purchases, (see table) |
||||||||
| Office Equipment | 1,547 | |||||||
| - | ||||||||
| Sub total Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
1,547 | |||||||
4,880 |
- | |||||||
| - | - | |||||||
| 2,734 | - | |||||||
7,614 |
- |
CCXX R1 accounts (SS)
12/05/2023
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Debtors Current account Savings account Details Details Office Equipment Details Accruals Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 7,290 - 324 - - - 7,614 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 10,000 - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) 1547 - - - - - - - - - Fund to which liability relates Amount due (optional) 11800 - - - - - Print Name Jamie White Adam Joslin |
Endowment funds to nearest £ - - - - OK Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval |
Endowment funds to nearest £ - - - - OK Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval |
|---|---|---|---|---|
| 19/12/2023 | ||||
| 19/12/2023 |
CCXX R2 accounts (SS)
12/05/2023
2