## **The Student Health Association** ## **Trustees report** **Year ended 28 February 2025** ## **The Student Health Association** ## **Trustees Report** **For The Year Ended 28 February 2025** ## **FINAL** Page 1 ## **The Student Health Association** ## **Trustees report** ## **Year ended 28 February 2025** Charity Commission Reference Number 256811 |Administrative Office|University of Nottingham Health Centre| |---|---| ||University Park| ||Nottingham| ||NG7 2QW| |Trustees|Dr David Hayton| ||Dr Ruth Challenor| ||Lesley Barnes| |Administrator|Mrs Hayley Bembridge| |Bankers|The Co-Operative Bank plc| ||PO box 101, 1 Balloon Street, Manchester M60 4EP| |Investment Managers|Brewin Dolphin LTD| ||12 Smithfield Street| ||London| ||EC1A 9BD| |External Examiner|Neil Paterson| ||12 Swallow Court| ||St Neots PE19 1NP| Page 2 ## **The Student Health Association** ## **Trustees report** ## **Year ended 28 February 2025** ## **Organisation and Structure** We are a membership organisation with 371 active members all of whom work in or with healthcare services who look after students in higher education. We have an Executive Committee of 13 people, each of whom are themselves members and were elected to the Executive Committee for a fixed term by the membership at AGM. The Executive Committee give their time on a voluntary basis. We currently have three Trustees, each of whom are members and Executive Committee members. They volunteered to take on role of Trustee and were approved by the Executive Committee. Trustees give their time on a voluntary basis. We are assisted by an administrator who we engage on a consultant basis. ## **Charitable Purposes** ## Objectives (a) To relieve sickness and to promote the highest possible level of health for the individual and collectively for all who study and work in Universities and Institutions of Higher Education. (b) To advance Health Education. ## And as Ancillary (c) To support those who provide treatment and health education, and their administrative staff, for all who study or work in Universities and Institutes of Higher Education. (d) To promote the highest possible standards of health delivery and education in those Institutions. (e) To raise funds and to invite and receive contributions from any person or persons whatsoever by way of subscriptions, donations and otherwise, provided that the Association shall not undertake any permanent trading activities in raising funds. (f) To organise and sponsor meetings, conferences and study groups and whenever possible to keep records and publish proceedings. (g) To facilitate and monitor research and to publish and disseminate results of that research. (h) To maintain for the benefit of members and the public a resource of publications and archival material relating to Student Health and the Association. Page 3 ## **The Student Health Association** ## **Trustees report** ## **Year ended 28 February 2025** ## **Activities, Achievements and Performance in 2024-2025 – Public Benefit** Our activities are determined by our Executive Committee who meet quarterly. Decisions are made taking into account the Charity Commission’s public benefit guidance. Throughout the year our members have continued to benefit from our online community peer support. Although our membership includes people with a range of different roles, from a variety of different organisations, from across the 4 countries of the UK, we find that there are common themes. We share concerns, challenges, ideas and solutions for the benefit of our members and the students, staff and the centres for higher education they represent. Over the past year, our focus has centred on three key areas: enhancing our digital presence through website development, advancing research projects to strengthen evidence-based practice, and exploring the role of artificial intelligence in primary care to improve patient outcomes and streamline clinical processes. In July 2024 we hosted our annual conference in Cambridge, based in Jesus College at the University of Cambridge. This was open to all members and non-members and was well attended. The conference included a programme of educational sessions on a wide range of clinical and nonclinical topics directly relevant to our members. The size of our membership is key both to the financial stability of the Association but also to its effectiveness at achieving its goals. We have been concerned about our membership numbers falling during COVID, however the membership numbers this year have been growing. Several former members have re-joined our association thanks to targeted awareness initiatives on LinkedIn, which successfully re-engaged our professional network. We are delighted to report that, following the streamlining of the bursary application process, we have increased the number of awards by 140%, supporting 24 students in 2024–25. A new application form was introduced to ensure submissions met the required criteria, with noncompliant applications automatically rejected, saving SEF agents valuable time. The revised form also provided greater clarity on the purpose of the funding, making it easier to understand how the bursary would be used. In addition, we now maintain a register of previous awards to ensure consistency and fairness across all allocations. We have redeveloped our website and we have seen greater member engagement since this, which we hope will increase member numbers in the year 25-26. The Student Health Association has taken a proactive role in research by commissioning a significant project with York St John University. This initiative focuses on understanding perfectionism and burnout among university students, aiming to improve mental health support in Page 4 ## **The Student Health Association** ## **Trustees report** ## **Year ended 28 February 2025** higher education. The project has been pre-registered, gained ethical approval, recruited 13 universities, and commenced data collection, demonstrating SHA’s commitment to evidence-based practice and collaborative research in student health. ## **Financial Structure and Reserves** We have an investment portfolio of just over £340k which is managed by an independent broker. The income from this provides the majority of our operational funds. We have not used and have no plans to use any of the capital. We have a small amount (£80k) of cash held across 4 bank accounts in the name of the Association. We do not have any funds held by a custodian trustee, nor any debts. ## **Fundraising Practices** We do not undertake any fundraising at this present time. ## **Summary of Income** Our investment portfolio provides the majority of our income. We charge for attendance at our educational and conference events. Members pay a small annual membership fee. We sometimes receive a small amount of sponsorship for specific educational activities. ## **Summary of Expenditure** Costs of management of our investments (Brewin Dolphin LTD) Grants awarded to successful applicants to the Student Enablement Fund Costs of running our office and website Payments to our administrator (as consultant) Conference costs including venue, accommodation, catering and speakers Reimbursement of expenses to Executive Committee members Full details of our financial activity in 2024-2025 are available in our annual return. Page 5 ## **The Student Health Association** ## **Trustees report** **Year ended 28 February 2025** Dr David Hayton Treasurer and Trustee for and on behalf of the Trustees Page 6 ## **The Student Health Association** ## **Annual Accounts** **Year ended 28 February 2025** ## **The Student Health Association** ## **Financial statements** **For The Year Ended 28 February 2025** ## **FINAL** Page 1 ## **The Student Health Association** ## **Annual Accounts** ## **Year ended 28 February 2025** Charity Commission Reference Number 256811 [Incorporating the Student Disability Assistance Fund Historical Charity Commission Reference Number 353984] |Administrative Office|University of Nottingham Health Centre| |---|---| ||University Park| ||Nottingham| ||NG7 2QW| |Trustees|Dr David Hayton| ||Dr Ruth Challenor| ||Mrs Leslie Barnes| |Administrator|Mrs Hayley Bembridge| |Bankers|The Co-Operative Bank plc| ||PO box 101, 1 Balloon Street, Manchester M60 4EP| ||Lloyds Bank| ||Business Banking, BX1 1LT| |Investment Managers|Brewin Dolphin LTD| ||12 Smithfield Street| ||London| ||EC1A 9BD| |External Examiner|Neil Paterson| ||12 Swallow Court| ||St Neots PE19 1NP| Page 2 ## **The Student Health Association** ## **Annual Accounts** ## **Year ended 28 February 2025** ## **Income** income from investments membership fees conference and study day charges event sponsors ## **Expenditure** costs of management of our investments (Brewin Dolphin LTD) grants awarded to successful applicants to the Student Enablement Fund costs of running our office and website payments to our Administrators (as consultants) conference and study day costs including venue, accommodation, catering and speakers reimbursement of expenses to Executive Committee members costs to have our accounts examined by external examiner one-off costs to set up our new website funding our research project Page 3 ## **The Student Health Association** ## **Annual Accounts** ## **Year ended 28 February 2025** |**Summary Financial Position**||| |---|---|---| ||**29.2.24**|**28.2.25**| |**CASH**||| |SHA Main Account|38,018|35,078| |Co-operative Bank xx8100||| |"Student Health Association"||| |SHA Disability Fund Account|19,369|26,634| |Co-operative Bank xx9400||| |"S D A F"||| |SHA Conference Account|5,179|6,283| |Co-operative Bank xx3800||| |"SHA CONF"||| |SHA Lloyds Deposit Account|20,000|closed| |Lloyds Bank xx9168||| |**Total Cash**|**82,566**|**67,995**| |**Investments**||| |**Brewin Dolphin LTD**|**326,691**|**341,649**| Page 4 ## **The Student Health Association** ## **Annual Accounts** ## **Year ended 28 February 2025** ## **Receipts and Payments** £ ||
**Opening Balances**|||38,018
5,179
19,369
20,000
82,566
3,138
1,635
25,119
4,260
8,024
2,771
44,947
760
)
467
)
9,544
)
424
)
851
)
3,600
)
261
)
100
)
2,159
)
36,333
)
1,250
)
1,000
)
2,771
)
59,519
)| |---|---|---|---|---| ||SHA|||| ||Conf|||| ||SEF|||| ||Lloyds deposit|||| ||Total|||| |||||| ||**Income**|||| ||Membership|||| ||Study Days|||| ||Conference|||| ||Sponsorship|||| ||Portfolio income|||| ||BD overpayment|||| ||Total|||| |||||| ||**Expenses**|||| ||SEF awards
(|||| ||Insurance
(|||| ||Administrator
(|||| ||Office Expenses
(|||| ||Running website
(|||| ||New website set up
(|||| ||Exec Expenses
(|||| ||Prizes
(|||| ||Research
(|||| ||Conference Costs
(|||| ||Study Day costs
(|||| ||Accounting
(|||| ||BD refund
(|||| ||Total
(|||| |||||| ||**Closing balances**|||35,078
6,283
26,634
closed
67,995| ||SHA|||| ||Conf|||| ||SEF|||| ||Lloyds Deposit|||| ||Total|||| Page 5 ## **The Student Health Association** ## **Annual Accounts** **Year ended 28 February 2025** **SHA Brewin Dolphin Investment Account** **Value at 29.2.24 Value at 28.2.25** **£326,691 £341,649** Page 6 I*d•p0￿dOnt r•Portt0th•tN•t￿ ofTh• Slud•nt H￿tth As*OGla￿On I reportttsthe tru9teÈ8on my examin5ban ofthe8ccounts of Thg Sludèni Health A5%o¢ialion Tru￿{￿8 Ttugtlforth8 Yearer￿8￿ 2V F8bwary2025. RHpon*lbllllè* *nd ol r•port A* the£hantYtr￿e¥ olihe TIu6t you arè respw6blg forth2 prèpArnUM Oft￿9￿¢0UTrtS In accordance with the roqiiwnènt#4fthB Choduèè Ad20111lhs Ad'l I rBpurt reswct of my trAamIn&t￿Tr olthe Tm$t's Actourt$ &￿I*d tsut s•*on 14501 thè 2011 Att and In Carying out My •xarnination I havo lollowed lh9 AppliPAblè Dlrg#ian$ glven bylhe Charity C￿￿m￿#10Th undbrs•thknn 145l$llbl Otth•Ad. IndAp•ndrynt•x•mln•V• it4t•m•nt I hlvg ¢offlpieted my exAmln*tlon I contrm ihat no m•d$l m•tt•rn come ID my attenllon In conNJthh *lih oxarnlnalon rno ￿u￿• lo belleve thot In Any mAt•dal roBPed.' . •ccounWry rex*d•war• notk•ptln re•pact oflhèTnA ¥ rwulrnd bYvX￿on 130 of Iho Ad. oi 2. IhD 4GcountB do nDt acco￿ wmh tho•0 T•cordi. I hAv• no¢tsnwm¥4ndhivÈcomo•cro•Jnootherm•tternlnconnecUonwlthlh••x*rNn•tbn to ottenlknn Jhoubj b• drAwn In th1• r•wrt in ord•rio •n•bl• ¥ proF4Jr undornl•Thllnq ol SbJM¢'. N)Oi NAm•', 11 P•t•rnon A fin4nce 4nd bJ•lnMi rnarbyr ol ov•r 30 y•arn' •yr*Jri¢• In uerdor po•itionswlhin Ihg NHS, SMÈB. 5GhQDb￿d bonkinj. I hqvo been Invdved In Ultr hnjnclal reportlw prepArAbon cl AnnuAI accounts I I hav• •uffiaÉni giped•n¢• In *¢¢tyJnUng t¢ wp)rt on Tho Sludort A••oclatknn fiMnuBI 81818m•nt 12 Court Sl Neth8 cum￿ld￿￿￿1re PE19 INP 1B Decembw 2025