## **Trustees’ Annual Report for the period** ## **From 1 April 2024 To 31 March 2025** ## **Charity name: Preoperative Association** ## **Charity registration number: 1200997** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Charitable objects
The objects of the society are:
The advancement of health for the public
benefit through improvements to patient
safety by:
(a) Education, information and support
including the production of
evidenced-based guidelines for
inter-professional healthcare teams
involved in preoperative
assessment health checks and
ensuring patients fitness for surgery
(b) Education in the science and
practice of preoperative assessment
and medicine by the conduct of a
conference, meetings, study days
and training events
(c) Promoting best practice through
research, and the publication of the
results such research, audit and
consensus| |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|1) Annual national conference
2) The leading providers of preoperative
assessment education courses for nurses
and AHPs in the UK. We previously ran two
foundation courses annually at Chichester
and Cheltenham, an additional venue
(Cardiff) has been added for 2025 and
2026.
3) Collaboration with University of West
England and launch of the first university
accredited level 7 Masters module in
preoperative assessment in October 2024.
This was successfully delivered, all except
1 student passed. The course will run
annually, with the next module planned for
September 2025.| |||4) Provision of educational resources
through website links, guidelines, and
nursing guideline handbooks.
5) Launch of the first dedicated course for
pharmacists working in preoperative
assessment in January 2026
6) Launch of online webinars to support
education and training, with investment in
the digital systems to support delivery of
these.
7) Formation of an Education Faculty
comprising of anaesthetists, nurses and
pharmacists to support with the delivery of
all courses provided
8) Development of an expense policy for
transparency and robust financial
management
9) Marketing strategies to boost
membership numbers which has
progressively grown to 666 members
10) Website development to support
membership benefits and engagement,
with dedicated members access to
guidelines, resources, webinar and
conference recordings and presentations.
11) Fostering partnerships and continued
collaboration with bodies such as The
Royal College of Anaesthetists (RCoA),
Centre of Perioperative Care (CPOC),
Getting It Right First Time (GIRFT),
Paediatric Perioperative Care (PPOC) and
British Association Of Day Surgery (BADS)
12) Building new partnerships with
societies such as Welsh Perioperative
Medicine Network (W-POMS) and Scottish
Perioperative Medicine Society (SPOMS)| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Information from GOV.UK website on roles
and responsibilities of a charity trustee
shared with all trustees including the 5-
minute guide for charity trustees.| **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|We don’t currently offer grants, however
due to our current financial position we will
be looking to offer research and education
grants in 2025, subject to a ratified policy
on grants. Agreement to offer up to £5,000
in grants, expected to launch September-
October 2025.| |Policy on social investment
including program related
investment|Para 1.38|NA| |||| |---|---|---| |Contribution made by
volunteers|Para 1.38|All trustees hold voluntary positions
including attending regular board meetings,
AGM, organising and running the annual
conference, teaching on study days,
webinars, educational days and the
everyday running of the charity such as
those tasks undertaken by secretary and
treasurer.| |Other||Payments may be made to Board members
to facilitate delivery of educational courses
at the discretion of the Board of Trustees| ## **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|Partnership agreement with Centre of
Perioperative Care (CPOC); working
together we can support advanced multi-
professional training in perioperative
medicine and developing and updating
national guidelines
Masters module launched and successfully
delivered in October 2024
Pharmacist course launch in January 2025
Expansion of the foundation course to 3 UK
sites; new site Cardiff from 2025
Launch of online webinars to support
education and training initiatives| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|We have achieved all current objectives as
above.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|Meeting fundraising targets which will allow
further reinvestment into educational
resources and grants.| |Investment performance
against objectives|Para 1.41|From the profits, investments have been
made e.g. developing and upgrading our
educational resources and purchasing an
expense management software to| streamline our financial operational processes. Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|See summary of end of year accounts| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Any monies above the FSCS limit £85K will
be held in a savings account/reinvested.
An account with Shawbrook was opened in
May 2025. Further investment will be made
into an additional savings account.| |Amount of reserves held|Para 1.22|See summary of end of year accounts| |Reasons for holding zero
reserves|Para 1.22|NA| |Details of fund materially in
deficit|Para 1.24|NA| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|NA| |**Additional information (optional)**
You may choose to include further statements|**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|As above para 1.19| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|As above para 1.22; 1.38; 1.41| |A description of the principal
risks facing the charity|Para 1.46|Competition from external organisations
conflicting with our delivery of nurse
education – available as chargeable and
free courses
All trustees are volunteers
Lack of resilience for delivery of education
courses therefore forming and expanding
an education faculty| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|CIO constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|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|Advert
CV – distributed to board for review
Shortlist
Interview by 2 members of board| ## **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|| |---|---|---| |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||| ## **Reference and Administrative details** |Charity name|The Preoperative Association| |---|---| |Other name the charity uses|N/A| |Registered charity number|1200997| |Charity’s principal address|Unit 9, Hydra Business Park, Nether Lane, Sheffield, S35
9ZX| ||| ## **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 (ifany)**| |---|---|---|---|---| ||Anjna Patel|President||Preoperative Association
board| ||Henry Murdoch|Past President||Preoperative Association
board| ||Cathryn Eitel|Secretary||Preoperative Association
board| ||Claire Robards|Treasurer||Preoperative Association
board| ||Simon Lewis|Trustee||Preoperative Association
board| ||Rob Hill|Trustee||Preoperative Association
board| ||Christina Reihill|Trustee||Preoperative Association
board| ||Sarah Tinsley|Trustee|04.06.25-to date|Preoperative Association
board| ||James Durrand|Trainee
Representative|01.04.24-01.10.24|Preoperative Association
board| ||Nisha Sriram|Trainee
Representative|24.09.24-to date|Preoperative Association
board| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name NA** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**NA**||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|NA| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|NA| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|NA| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |Accountant|Prime
Accountants
Group.|5 Argosy Court, Scimitar Way, Whitley Business Park,
Coventry, CV3 4GA| |||| |||| |||| **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **NA** ## **Other optional information** **NA** ## **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)** Anjna Patel **Position (eg Secretary,** President **Chair, etc) Date** 06/11/2025 **The Preoperative Association 1200997 Receipts and payments accounts For the period** 1.4.24 31.03.25 **To from** ## **CC16a** ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**36,915**
**72,260**
**10,077**
**38,038**
**849**
**990**
**14,224**
**1,305**
**- # **
**-**
**-**
**1,264**
**175,922**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**36,915**
**72,260**
**10,077**
**38,038**
**849**
**990**
**14,224**
**1,305**
**-**
**-**
**-**
**1,264**
**175,922**|**Last period**
**to the nearest £**| |---|---|---|---|---|---| |Foundation course delegate fees|**36,915**||||**55,011**| |Conference delegate fees|**72,260**||||**20,733**| |Conference trade stand fees|**10,077**||||**12,100**| |EMD reconcilliation|**38,038**||||**59,894**| |Interest|**849**||||**463**| |Miscellaneous income|**990**||||**-**| |Stripe membershipincome|**14,224**||||**5,802**| |Sale nursing guidelines|**1,305**||||**311**| |Insurance for cancelled conference|**-**||||**34,041**| |AAGBI|**-**||||**8,572**| |Consultingcosts|**-**||||**440**| |Refunds|**1,264**||||| ||**175,922**||||**197,367**| ||||||| ## _**Sub total** (Gross income for AR)_ |**_Sub total_**_(Gr_|_oss income for AR)_|||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |||**-**||**-**|||**-**|||**-**||| |**A2 Asset and investment sales,**||||||||||||| |**(see table).**||**-**||**-**|||**-**|||**-**||**-**| |||**-**||**-**|||**-**|||**-**||**-**| |||||||||||||| ||**_Sub total _**|**175,922**|||**-**|||**-**||**175,922**||**197,367**| ## _**Total receipts**_ ## **A3 Payments** |**A3 Payments**|||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Foundation course expenses|**12,028**||**-**||||**-**||||**12,028**||**3,463**| |Website & marketing|**18,076**||**-**||||**-**||||**18,076**||**11,441**| |AAGBI admin invoices|**5,207**||**-**||||**-**||||**5,207**||**8,695**| |EMD monthlyconference invoices|**8,276**||**-**||||**-**||||**8,276**||**11,532**| |MSc course expenses|**4,243**||**-**||||**-**||||**4,243**||**3,661**| |EMD course fees|**3,924**||**-**||||**-**||||**3,924**||**9,704**| |Board member expenses|**55**||||||||||**55**||**210**| |Conference board & speaker expenses|**2,711**||||||||||**2,711**||**4,055**| |Stripe|**-**||**-**||||**-**||||**-**||**21**| |Conference Invoices|**31,123**||||||||||**31,123**||**119,598**| |Refunds|**275**||**-**||||**-**||||**275**||**-**| ||**85,918**||**-**||||**-**||||**85,918**||**172,380**| ||||||||||||||| ||||||||||||||| |**_Sub total_ **|**-**||**-**||||**-**||||**-**||| ||**-**||**-**||||**-**||||**-**||| |**A4 Asset and investment**|||||||||||||| |**purchases, (see table)**|**-**||**-**||||**-**||||**-**||**-**| ||||||||||||||| |||||**-**||||**-**|||||**172,380**| |**_Sub total_**|||||||||||||| |**_Total payments_**|**85,918**||||**-**||||**-**||**85,918**||**24,987**| ||**-**||||**-**||**-**||||**-**||**-**| ||**-**||||**-**||**-**||||**-**||**-**| |**_Net of receipts/(payments)_**|**90,004**||||**-**||||**-**||**90,004**||**24,987**| |**A5 Transfers between funds**|**-**||||**-**||**-**||||**-**||**-**| |**A6 Cash funds last year end**|**183,741**||||**-**||**-**||||**183,741**||**158,754**| CCXX R1 accounts (SS) 30/09/2025 1 |**_Cash funds this year end_**|**273,745**||**-**||**-**||**273,745**||**183,741**| |---|---|---|---|---|---|---|---|---|---| ||||||**Unrestricted**||**Restricted**||**Endowment**| ||**Details**||||**funds**||**funds**||**funds**| ||||||**to nearest £**||**to nearest £**||**to nearest £**| |**Section B Statement ofa**|||||**-**||**-**||**-**| |**Categories**|||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| |**B1 Cash funds**|**_Total cash funds_**||||**273,745**||**-**||**-**| ||(agree balances with receipts and payments||||||||| ||||account(s))||OK||OK||OK| ||||||**Unrestricted**||**Restricted**||**Endowment**| ||||||**funds**||**funds**||**funds**| ||**Details**||||**to nearest £**||**to nearest £**||**to nearest £**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| |**B2 Other monetary assets**|||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||**Details**||||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| |**B3 Investment assets**|||||||**-**||**-**| ||||||||**-**||**-**| ||**Details**||||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| |**B4 Assets retained for the**|||||||**-**||**-**| |**charity’s own use**|||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||**Fund to which**||**Amount due**||**When due**| ||**Details**||||**liability relates**||**(optional)**||**(optional)**| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**B5 Liabilities**|||||||**-**||| ||||||||**-**||| ||Signature||||Print|Name|||Date of
approval| ||||||Anjna Patel (President)||||06/11/2025| ||||||||||| CCXX R2 accounts (SS) 30/09/2025 2 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name **members of** Preoperative Association **On accounts for the year** 31 March 2025 **Charity no** 1200997 **ended (if any)** I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 2025. **Responsibilities and** As the charity 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 (“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 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: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. **Signed: Date:** 15 December 2025 **Name:** Jeremy Kitson **Relevant professional** FCA **qualification(s) or body (if any):** **Address:** Prime Chartered Accountants Corner Oak, 1 Homer Road Solihull West Midlands B91 3QG **October 2018** **IER** 1