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2025-03-31-accounts

Registered Charity 1199459 For help when it’s needed across our communities

Kerswella Care – Annual Report & accounts for 2024/25

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Contents Page
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Chair’s foreword for the Annual Report for 2024/25 2
1. About Kerswella Care
a) The organisation
3
b) Governance
3
c) Kerswella Care’s Object
4
d) Kerswella Care’s purpose 4
e) How our aims are achieved 4
f) Activities & projects 5
g) Policy & procedure development 6
h) Financial matters 7
2. Our main project in 2024/25 – ‘Kerswella in Ipplepen’
a) Introduction 8
b) Planned impact 9
c) Delivery & timescales 9
d) Aims & outcomes 10
e) What we’ve achieved in 2024/25 11
f) Activities & projects supporting our achievements 12
g) Volunteers, governance & partnerships 14
h) Challenges & changes in 2025/26 16
Annex A – budget out-turn statement for 2024/25 17

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Registered Charity 1199459 For help when it’s needed across our communities

Chair’s foreword for the Annual Report for 2024/25

It is again with great pleasure that I present the second full year Annual Report and accounts for Kerswella Care as an independent and stand-alone charity.

Throughout the year, we continued to support our residents with an increasing range of activities and projects and hopefully made sure that they were relevant to everyone’s needs. Again we would struggle to provide any of these without the willingness and devotion of our fantastic team of volunteers who freely give up their time to help us with the Memory Cafes, Lunch Club, coffee mornings, transport for appointments and trips/visits, befriending and many other things besides. I need to express my continuing gratitude on behalf of the trustees for all your support and for helping to enrich our residents’ lives. It is really appreciated by everyone. I must mention our brilliant co-ordination team, Gill and Sally, and now Richard whose prime role is in Ipplepen, for all their hard work in running all the things that we do. Finally, thanks to our trustees for their steadfast support and work to ensure that we looked at all the governance issues that came our way including taking on board new requirements to ensure that Kerswella remains a going concern! Again I must stress the team approach with everyone involved in Kerswella all focused on making residents’ lives better in whatever way possible.

2024/25 was the first year for the implementation of our Lottery project and so this report includes a lot of the detail submitted in the year-end report on our progress as it summarises all the things that have happened. And of course helps point the ways forward for the next 2 years.

We have been successful in our bids for smaller one-off grants for particular projects. Again, both Devon County Council and Teignbridge have helped us with the costs of transport, trips & visits, with grants too available to us for the Memory Cafes and Lunch Club. The finance section and notes to the accounts includes details of the many other organisations who have supported us with funding. We have been fortunate to have many donations from within our communities and these are very much appreciated as they add to the funding for our work. Again I must make special mention of KingsCare League of Friends with whom we continue to have a close working relationship. Their experience, help and advice has continued to be invaluable.

We have secured support from a number of new volunteers in 2024/25 despite the pressures on people’s time. So the message is again to our communities that if you are interested in supporting our work you are always assured of a warm welcome if you want to become a volunteer in whatever capacity. We always appreciate whatever time you can offer us for any activity or project.

I hope you find the Annual Report interesting and informative and if there are any questions about what we do then we will be pleased to give you more detail.

Best wishes,

Kingsley Matthews, Chair of trustees

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Registered Charity 1199459 For help when it’s needed across our communities

1. About Kerswella Care

Welcome to our Annual report covering our second full year of operation as a stand-alone independent charity. We hope this gives a valuable insight into the governance of Kerswella Care and the work that it does in furtherance of its aims and objectives.

We have divided the report into sections for easy reference with the first an overview of Kerswella and its operations. By far the most significant development in the year was the work we have been able to do with the Lottery funding for our ‘Kerswella in Ipplepen’ project. This is described in some detail in section 2.

a) The organisation:

Kerswella Care (Kerswella) is a voluntary patient support group based at Kingskerswell Health Centre since 2017 that provides a range of well-being and support services to socially isolated, vulnerable and elderly residents. Our communities centre on 4 villages in the South Devon area bounded by Newton Abbot to the north, Torquay to the south and Totnes to the west. These are Kingskerswell, Abbotskerswell, Ipplepen & Coffinswell served by Kingskerswell & Ipplepen Medical Practice (KKIPP) in the Teignbridge area of South Devon.

In the summer 2022, Kerswella became a charity incorporated organisation (CIO) and therefore an independent stand-alone body from KingsCare League of Friends. Since then, the new Kerswella trustees have put their own policies and procedures in place to ensure that Kerswella continued as a going-concern. Our partnership and collaboration with KingsCare is however important and ongoing. We have worked together for the benefit of our communities’ residents by pooling expertise and sharing resources. We have also continued to work closely with other local organisations across our communities.

In line with this new independence, local fundraising was important as the trustees developed plans to ensure that Kerswella not only continues to offer services to the residents of Kingskerswell, but that we sought to equalise that offer across all the communities that we serve. At the same time we were mindful of the importance of our local response to health initiatives and the need to work closely with KKIPP to help improve outcomes for patients.

b) Governance:

Trustees met as a board four times during the year with its main activities concerned with the whole range of governance matters but particularly policies and procedures with reference to the Charity

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Registered Charity 1199459 For help when it’s needed across our communities

Commission guidance, and ensuring that Kerswella’s finances remain sound. The Chair is the Link Trustee link between Kerswella and KingsCare.

c) Kerswella Care’s Object:

As set out in our constitution as approved by the Charity Commission, the Object of the Kerswella CIO is: The advancement of health by:

in the TQ12 postcode area of South Devon.

d) Kerswella Care’s purpose:

The Object is best expressed through our aims. These underpin all our work:

e) How our aims are achieved:

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Kerswella has access to and has set up a wide range of support services and activities all aimed at improving the quality of life of those in need within our communities. To this end, Kerswella has worked hard at encouraging people in need to take stock of their lives and introduce them to the appropriate social connections to prevent or reduce their feelings of loneliness. We have worked across local agencies and volunteer groups to access expertise and help as needed - Kerswella has also accessed the services and worked alongside the Newton Abbot Locality Well-being Co-ordinators who are employed by KingsCare.

f) Activities and projects:

Examples of our work since 2018 include:

Our daily support involving close working with care professionals taking referrals and offering services to individuals, includes:

The wheelchair accessible vehicle (WAV) purchased in 2019 funded by the Lottery, KKIPP, Devon County Council and Teignbridge District Council is invaluable to facilitate these services.

Kerswella activities and projects are managed through our local Co-ordinator, Gill Gould, and her assistant, Sally Collier, supported by the board of trustees and our much-valued group of volunteers and Friends. We have welcomed many new residents to the Memory Cafés, Lunch Club and particularly our coffee mornings since the post-Covid restarts. We have noticed a definite increase in attendance as confidence has returned about everyone meeting in larger groups as the pandemic has subsided. Nearly 50% of our groups now comprise new members. Alongside our main activities, we continued with many of our support services and helped residents with a wide range of miscellaneous tasks as they arise. Throughout, we maintained important contact with residents via our befriending support.

Ipplepen - the plan in the Lottery funding bid was developed to level up our service offer across our communities and Ipplepen in particular, including the Memory Café and other activities there. Richard Mayoh was appointed in the autumn 2023 to take this forward.

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Kingskerswell - we ran the café in the playing field pavilion every Tuesday on behalf of the Parish Council. This continued to be a very popular meeting venue for all - and a gathering point for the many regulars! Income received is ploughed back into our activities and projects.

Demand for transport to medical and well-being appointments has increased. With the NHS Hospital Transport focussing its services only on those patients with the most complex mobility issues, our transport service is geared up to be readily available and as flexible as possible to accommodate changes in appointment times where needed.

We again ran many trips and visits in 2024/25 not only in the summer months but across the whole year in response to demand! Residents enjoy outings for lunches, theatre and shopping. Again, we received some funding to help with costs. All these activities are only possible with the co-ordination and support from our volunteers.

All activities and projects have informed our learning as an organisation group and helped us to consider new ways of reaching and supporting residents often drawing on the similar experiences of other local voluntary groups and our own reviews. This is now important as Kerswella moves forward with its development through CIO status.

g) Policy & procedure development

Since becoming an independent registered charity, Kerswella trustees have spent considerable time producing, amending and updating policies and procedures, as well as seeking advice on best practice and ways of ensuring good governance standards as required by the Charity Commission. They have given particular emphasis to:

 Safeguarding vulnerable adults:

We know that vulnerability manifests itself in various ways – food poverty and not eating well, lack of warm space, health and safety concerns etc. Kerswella is concerned with building up the resilience of both Individuals and the community through a range of activities and projects working in collaboration with others in a multi-disciplinary approach. Our staff have recently undergone safeguarding training within a programme set up by KingsCare.

 Our approach to inclusivity:

We have an ‘access to services’ policy that is focussed on equality and reflects the ideals that underpin the NHS with our services provided to meet health needs without discrimination including the ability of individuals to pay for them. This is particularly important now during the cost-of-living crisis. This is embedded into the very fabric of what Kerswella does – social isolation and loneliness can apply to anyone – with our response always tailored to the individual need.

 Policies & procedures in place as at 31/03/25:

Volunteer’s resource pack

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Registered Charity 1199459 For help when it’s needed across our communities

Other policies & procedures

together with various risk assessments for our main activities and projects. At the year end trustees had plans to draw up a timetable to review policies/procedures.

h) Financial matters

Trustees reviewed their financial arrangements and looked again at their guidance for the charity’s financial management in the light of updated advice from the Charity Commission.

The bank account is reconciled monthly and information is shared on the financial position with a monthly statement alongside the budget fixed at the start of the year so that trustees can track financial performance.

During the year grant support was received as follows:

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Registered Charity 1199459 For help when it’s needed across our communities

March 2025 – 1st instalment of the Co-op Local Community Fund grant allocation 2024 - £500 towards trips, visits and local activities in 2025/26.

This augments the Lottery’s grant funding that covers mainly staff costs.

In the autumn 2024, the Chancellor announced increases in both employers’ national insurance contributions and the national minimum wage from 01/04/25. Kerswella has been mindful of the potential cost increases and modelled their effects for both the 2025/26 and 2026/27 budget plans. Following the Lottery’s advice on repurposing the grant, trustees have decided to hold some funds for use towards the employers’ extra costs.

The budget out-turn for 2024/25 is included as Annex A.

2. Our main project in 2024/25 – ‘Kerswella in Ipplepen’

a) Introduction:

Our ‘Kerswella in Ipplepen’ project is designed to achieve our aim to make our offer equal across our communities. From our existing work and discussions with Ipplepen groups, their priorities fit with our broader aims as set out above - transport for medical/well-being appointments, trips/visits, local befriending and continued support for the Memory Cafe. New areas there are help with the senior lunch club and partnering with The Hub community centre. In addition, there is a new project to support warm space and free meals (partnering with a group running this in North Devon) to help with the cost-of-living crisis and again particularly for residents experiencing loneliness and social isolation.

Another aspect to meet our aims is to work closely with KKIPP surgery to support key health targets as identified by them where there is a role for us as a voluntary group to augment local provision for better outcomes. Many of these are related to mental health and well-being and a sum was included in the 3-year Lottery budget plan.

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Registered Charity 1199459 For help when it’s needed across our communities

The following statements are those agreed with the Lottery for the 3-year project period.

b) Planned impact:

This will build on the assessments, data and case studies. There are several measurable outputs to assess our impact:

In the short-term - we will raise our profile across the Ipplepen communities, improve our local focus and identify needs for transport, befriending and social activities in our older vulnerable age-group that might otherwise be overlooked.

In the longer-term - we expect to improve residents’ confidence by encouraging the use of our transport for social events thereby improving their well-being and reducing isolation by increasing social contacts. We know that this works in Kingskerswell from our feedback from residents, volunteers and our own assessments. We will continue that work in Kingskerswell. Contact with other people and sharing common experiences is often as important as the social activity itself. The aim is to have a services range and support network as vibrant as it is in Kingskerswell. And if the demand justifies it, another WAV vehicle or small minibus in Ipplepen would be included in a longer-term plan for which Kerswella would take a lead in fundraising.

c) Delivery and timescales:

Year 1 targets – 2024

See Note 1

See Note 2

See Note 3

Year 2 targets – 2025

See Note 4

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Registered Charity 1199459 For help when it’s needed across our communities

See Note 5

Year 3 targets – 2026

In year 3, Kerswella will be developing a new plan for consolidation and future growth depending on needs assessed at the time and working with NHS professionals to identify future priorities.

d) Aims and outcomes

Kerswella Care aims to help reduce loneliness and promote social inclusion by way of a variety of support services and activities. The ‘Kerswella in Ipplepen’ project is designed to achieve our aim to make our offer equal across our communities.

Outcomes to include:

For beneficiaries:

For volunteers/staff:

For the organisation:

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Registered Charity 1199459 For help when it’s needed across our communities

The numbers of individuals expected to benefit : 795 beneficiaries will be supported each year, as well as a further 10 volunteers recruited to provide equitable support across Kingskerswell and Ipplepen. Numbers of beneficiaries are as follows actual Ipplepen numbers in blue :

Total – 795 Total - 2024/25 – 934

So whilst the overall total is very encouraging, the activity mix is slightly different from our original expectations. Clearly there is still scope for activities such a befriending to increase and we are sure that this will happen as Kerswella gets better known within the Ipplepen community.

e) What we have achieved in 2024/25:

Note 1 – our Ipplepen Co-ordinator was appointed for a 3-year fixed term from 01/04/24 for 16 hours per week. Job descriptions were updated for all staff in the spring 2024 and staff responsibilities clarified. Targets were set in the performance management process in the summer 2024 for review in 2025. Note 2 – an increase in the number of volunteers to 7 which is a net increase of 2 Note 3 – see the following list of activities and projects underway to understand the 1[st] year impact of Kerswella’s project

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Registered Charity 1199459 For help when it’s needed across our communities

Note 4 – see finance section for grants received in 2024 for activities and projects with some available in 2025.

Note 5 – one of the performance management targets for the Ipplepen Co-ordinator was to carry out a review of transport arrangements including use of the WAV and pros and cons of acquiring a minibus. This assessment has been done and recommendations will be discussed with trustees in April 2025.

f) Activities and projects supporting our achievements:

Please check out our website for further details on our activities and projects and the leaflet in Annex A. Working with the community and responding to local requests and needs particularly in Ipplepen, the following are currently in place:

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Registered Charity 1199459 For help when it’s needed across our communities

trips between April 2024 and March 2025 including combined for Kingskerswell/Ipplepen. Group sizes are typically 15 and we have taken our residents to garden centres, restaurants, the theatre & panto to name but a few. Often there is a waiting list! Old friendships are rekindled and new ones made. And new volunteers have come forward in both Ipplepen and Kingskerswell to act as chaperones. Altogether our trips and visits have enabled 325 of our residents to enjoy time out with friends including around 100 from Ipplepen.

The equivalent figures for 2024 are:

The figures for the whole year for the Ipplepen communities are:

The reasons for not being able to provide transport are either that the appointment was changed at short notice, there was insufficient time for us to arrange a driver or a driver was unfortunately not available at that time.

In summary, the proportion of transport undertaken in the Ipplepen communities has increased from around 13% in 2022, to 20% in the spring 2023, to 25% later in the year (as noted in the original bid) to 32% across 2024/25. We have noticed that the steady uptake in Ipplepen is from some of the more outlying communities such as the villages of Denbury and Broadhempston where public transport is more limited. This is a clear indication that our services are reaching out and being welcomed. Our Ipplepen Co-ordinator is responsible for co-ordinating needs across all the communities served by Kerswella.

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Registered Charity 1199459 For help when it’s needed across our communities

g) Volunteers, governance and partnerships:

We have 25 volunteers of the 49 total that are drivers and 7 are Ipplepen based. Again around a further 7 are available to work across all our communities.

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In February 2025, a Kerswella/Hub partnership group was established to take stock, review activities and plan things together where appropriate with the intention that this meets formally every six months.

At a group meeting of the Practice on 27/02/25, the use of transport for well-being appointments, trips and visits was discussed and it was agreed to looks at ways of combining appointments to ensure that transport is organised more efficiently both from the point of view of the Practice and volunteer time. The Kerswella suggestion that a minibus would be a useful addition to the wheelchair accessible vehicle was welcomed and so, as a next step, a specification and the finances needed for the purchase will be worked up and a plan put in place. Funding will come from several sources including a contribution from the Lottery grant if possible.

Towards the end of the year, and to coincide with our VE Day raffle publicity, a series of ‘meet the team’ sessions were being planned particularly in Ipplepen. Residents will be able to find out more about Kerswella’s work, the availability of local support, think about volunteering - and, of course, buy some raffle tickets!

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h) Challenges and changes in 2025/26:

Kerswella enters 2025/26 on a positive note. Our partnership with the Hub is sound and we are intent on periodic joint meetings to ensure that when new activities and projects are discussed in the community, we are in a good place to respond and can co-ordinate that response. For example, at our recent meeting, some ideas were raised – reforming the Ipplepen walking group, investigating the options for seated exercise and resurrecting other local groups that lapsed during Covid. We shall be helped in this with the planned adaptation of the Hub building to provide additional community areas although the timing of this is as yet uncertain.

We know that the Ipplepen community has been developing ideas for new activities in 2025/26 and we shall consider how Kerswella can help take these forward. We expect the ‘meet the team’ events planned for April and May will also provide further information on these, further ideas and feedback from residents on how we have done in terms of what we have helped to develop so far.

In Kingskerswell our activities are well-established and well-attended. Several of the Ipplepen initiatives have also been well-received in Kingskerswell. And trips & visits are very popular in both communities.

The KKIPP has a new practice manager and new ideas will come because of even closer working with our local health professionals as outlined in the section above. At present their priority is for us to embed and improve the range of activities currently in place.

At the same time as success, we notice challenges. Of concern is the availability of new volunteers. Whilst some new ones have come forward in 2024/25, we are aware of the need to refresh our numbers. This is made more difficult by the deferral of the state pension age with more potential volunteers therefore still in work. Many too have caring responsibilities either as grandparents or for elderly parents. And in respect of younger volunteers, cost of living pressures mean that many do not simply have the time to volunteer. This seems to affect groups generally. We hope that the ‘meet the team’ sessions will raise awareness of our need for volunteers.

In May 2025, a raffle is being planned to coincide with the 80[th] anniversary of VE Day that just happens to fall on our Lunch Club date in Kingskerswell as so it will be a special occasion with entertainment to match. In November 2025 the 2[nd] instalment of funding is receivable from the Co-op Local Community fund arising from the 2024 bid. In both cases the funding is to be focussed on transport, trips and visits.

September 2025

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Registered Charity 1199459 For help when it’s needed across our communities

Annex A – budget out-turn statement for 2024/25

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Charity Name No (if any)
KERSWELLA CARE 1199459
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/04/2024 31/03/2025
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
a - Grants - 51,222 - 51,222 -
b - Donations & legacies 3,900 - - 3,900 -
c - Charitable activities 18,727 1,626 - 20,353 -
d - Other trading activities 3,958 - - 3,958 -
e - Investments - - - - -
f - Other income - - - - -
- - - -
- - - - -
Sub total (Gross income for
26,585 52,848 - 79,433 -
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 26,585 52,848 - 79,433 -
A3 Payments
a - Staff-related costs 75 39,455 - 39,530 -
b - Operating costs 5,822 - - 5,822 -
c - Charitable activities supplies 10,639 6,752 - 17,391 -
d - Other expenses - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total 16,536 46,207 - 62,743 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 16,536 46,207 - 62,743 -
Net of receipts/(payments) 10,049 6,641 - 16,690 -
A5 Transfers between funds - - -
A6 Cash funds last year end 41,315 7,205 - 48,520 -
Cash funds this year end 51,364 13,846 - 65,210 -
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CCXX R1 accounts (SS)

01/12/2025

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Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets
Signature
Details
Details
Bank balance as at 31/03/25
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
51,364
13,846
-
-
-
-
51,364
13,846
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

01/12/2025

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Kerswella Care On accounts for the year ended 311312025 Charity no Ilf any) 1199459 Set out on pages ANNUAL RETURN I report to the trustees on my examination of the accounts of the above harity (Ihe Trusf) for the year ended Responsibilities and As the chartty 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 nhe Acr). I report in resped of my examination of the Trust's accounts Garried 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 A¢t. I have completed my examination. I confim that no material matters have come to my attention (other than that disdosed below ") in connection with the examination whtth gives me ￿uSe to believe that in, any material respecL accounting records were not kept in accordance viith section 130 of the Act or the accourrts do not acLord with the accounting records Independent èxaminerfs statsment I have no concems and have come across no olher matters in connection th the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. lete tho in the bra¢ket8 rfthey do not apply. Signed: Dats: 2q Name: lan ennicott F FS Relevant professional qualrfication(s) or body {if any): CHARTERED FINANCIAL PL4NNER REGULATED BY THE FCA Address: 12 TORQUAY ROAD KINGSKERSWELL NE￿lTON ABBOT TQ12 5EZ IER October 2018