A forum that helps to protect people & safeguard your business
BHSEA
Birmingham Health, Safety & Environment Association
Registered Company No. 00925718 (England and Wales) Registered Charity No. 255523
Annual Report & Accounts 2022
Financial Period: 1 January 2022– 31 December 2022 Programme / Events: 1 January 2022 – 31 December 2022
SK – 6 March 2023
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Birmingham Health, Safety & Environment Association
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BHSEA
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Summary of activities and achievements
Varied programme of ten monthly events, including eleven in-person events.
-
Continued invitation to BHSEA webinars to all groups affiliated to Safety Groups UK.
-
Attendance at in-person events, lower than expected, looking at ways to reverse this trend.
-
Successful well attended Construction ‘Working Well Together’ (WWT) events held in May, September and November.
-
Continued strong support from HSE (including January event and WWT events), Bevan Brittan, Speller Metcalfe and others.
Significant contribution from Council and other members to ‘Members Corner’ slots.
-
Continued ‘Coffee Shop’ events, although attendee numbers declining and in need of a refresh. Membership numbers largely the same for last five years.
-
Appointment of Marketing Consultant to help formulate a new BHSEA Strategy to grow Membership.
Membership subscriptions remained postponed until January 2024.
Continued sound finances with investment income holding up despite investment falling in value. It is important to monitor the situation with regards to Investments performance.
Only achieved by the continuing voluntary effort by Trustees, Management and Council with support from others including Secretary Sarah Kenny.
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BHSEA
Birmingham Health, Safety & Environment Association
Summary of Events - 2022 Details on following slides / pages
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Number of Total
Type of event
Events Attendance
Monthly Meetings
10 320
/ Events
Construction /
3 134
WWT-SHAD Events
Coffee Shop 11 48
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Note:
-
Attendance at monthly events down, likely due to after effects of Covid and some reluctance to attend in-person events still.
-
Attendance at WWT-SHAD events starting to pick up again, 73 at last event.
-
Attendance at Coffee Shop has dropped off over 2022. In need of a refresh
AGM – Keynote Speaker – Kate Field - BSI
Attendance Last Five Years
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900
800
700
600
500
400
300
200
100
0
2018 2019 2020 2021 2022
Monthly Event WWT/SHAD Annual Seminar
Coffee Shop Total
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BHSEA
Birmingham Health, Safety & Environment Association
Monthly Events 2022 and Attendance
| Jan | Health & Safety Executive – Plans and priorities for 2022 and beyond |
86 | |||
|---|---|---|---|---|---|
| Feb | Lone and Remote Working | 38 | |||
| Mar | Construction Matters | 24 | |||
| 47 Average Monthly Attendance |
|||||
| Apr | Health, Welfare & Wellbeing - ISO 45003 – Audit preparation andpractice |
20 | |||
| 44 |
|||||
| 40 38 38 |
|||||
| May | Transport | 22 | 32 | ||
| Jun | Legal Update, including Case Law, & Refresher | 35 | |||
| Sep | DSEAR and Chemical First Aid | 31 | |||
| Oct | Construction Matters – Work at Height | 26 | |||
| 2017 2018 2019 2020 2021 2022 |
|||||
| Nov | Environmental – Waste Managment | 26 | |||
| Dec | Nestle Water, Members Challenges and Achievements – What, why and how |
14 |
Webinar
Face-to-face
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BHSEA
Birmingham Health, Safety & Environment Association
Membership - at year end (31 December)
Members networking prior to start of monthly event
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28 new members of
which 6 are students
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Birmingham Health, Safety & Environment Association
Income & Expenditure Summary 2022
| Income & Expenditure - | from 'independently examined' Accounts | from 'independently examined' Accounts | from 'independently examined' Accounts | from 'independently examined' Accounts | from 'independently examined' Accounts |
|---|---|---|---|---|---|
| Income and Expenditure | 2017/18 | 2018/19 | 2019/20 | 2020/21* | 2022 |
| Income from Investments | |||||
| Bank interest | 1,323 £ |
1,829 £ |
62 £ |
- | - |
| Dividends received | 42,758 £ |
45,887 £ |
41,714 £ |
53,614 £ |
44,900 £ |
| Income from Charitable activities | |||||
| Subscriptions | 8,153 £ |
9,760 £ |
1,725 £ |
- | - |
| Donations | 200 £ |
- | - | - | - |
| Trainingand conferences | 1,000 £ |
2,142 £ |
- | - | - |
| Total income | 53,434 £ |
59,618 £ |
43,501 £ |
53,614 £ |
44,900 £ |
| Expenditure - Management Fees | |||||
| Portfolio management | 4,867 £ |
4,929 £ |
4,016 £ |
8,175 £ |
6,597 £ |
| Expenditure - Charitable Activities | |||||
| Secretary's fees | 11,574 £ |
13,489 £ |
11,318 £ |
19,613 £ |
15,593 £ |
| Admin assistant fees | 5,758 £ |
5,166 £ |
2,272 £ |
- | - |
| Operatingexpenses | 8,802 £ |
15,969 £ |
11,675 £ |
8,255 £ |
10,528 £ |
| MarketingConsultancy | - | - | - | - | 2,350 £ |
| Printing& stationery | 445 £ |
522 £ |
575 £ |
306 £ |
233 £ |
| Other expenditure | 1,123 £ |
1,075 £ |
1,113 £ |
836 £ |
352 £ |
| Expenditure - Governance: | |||||
| Accountancy | 1,420 £ |
1,247 £ |
725 £ |
410 £ |
225 £ |
| Independent examination | 2,150 £ |
2,200 £ |
2,150 £ |
2,150 £ |
2,550 £ |
| Total expenditure | 36,139 £ |
44,597 £ |
33,844 £ |
39,745 £ |
38,428 £ |
| Surplus (Income - Expenditure) | 17,295 £ |
15,021 £ |
9,657 £ |
13,869 £ |
6,472 £ |
- 2020/21 – 15 month period
Reduction in Investment income due to world events including war in Ukraine and energy crisis
Increased expenditure on event venues due to rising prices.
Expenditure on Marketing Consultancy
Membership subscriptions postponed until January 2024
Cash in the bank £109k; an increased buffer for uncertain times.
Financial position enables future increase in BHSEA services, initiatives and reach in 15 furtherance of its charitable aims.
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Birmingham Health, Safety & Environment Association
Future Actions / Improvement Opportunities Further development of hybrid events – in-person plus virtual (Zoom).
Recording and publishing of virtual / hybrid monthly events and refreshing Coffee Shop.
Utilising surplus to help further the BHSEA objective / public benefit.
Further development and use of social media using LinkedIn, Facebook and WhatsApp.
Continuation of reviewing and transferring documents to the new website.
Developing website ‘Training’ section / service with training / consultant members. Increasing practical content at events - exercises, scenarios, questionnaires etc.
Seeking further ways of promoting health and safety / BHSEA membership across the West Midlands Region and more diverse communities. Extending free first year membership offer more widely until January 2024. Further development and simplification of policies, procedures and guidance. Moving to online banking.
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Birmingham Health, Safety & Environment Association
BHSEA
Trustees report approved
This report including financial statements were approved by the Board of Trustees via email:
Trustee – Dalvinder Masaun (02/03/2023)
Trustee - Andy Rolinson (06/03/2023)
Trustee – Linda Ley (08/03/2023)
and signed on behalf of the Board by:
Trustee – Elizabeth Prophett
Sig: Date: 07/03/2023
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BHSEA
Birmingham Health, Safety & Environment Association
Appendices
Revised Investment Policy including Reserves Policy
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BHSEA
Birmingham Health, Safety & Environment Association
Investment Policy including Reserves Policy (1)
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Birmingham Health, Safety & Environment Association
BHSEA
Investment Policy including Reserves Policy (2)
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