OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-07-31-accounts

----- Start of picture text -----
The International Glaucoma Association Limited operating as Glaucoma UK
----- End of picture text -----

----- Start of picture text -----
Trustees’
Annual Report
and Financial Statements
for the year ending
31 July 2023
----- End of picture text -----

Glaucoma UK Annual Report 2022-23

3

2

Contents

04 Welcome from the Chair

06 A message from the CEO

08 Our vision and priorities

10 Our Vision

12 Our Theory of Change

18 Strategic report: What we achieved in 2022-23

20 Priority 1: Raising awareness

72 Governance and leadership 74 Trustees, advisors and staff 76 Structure and management 77 The Board and committees 79 Statement of Public Benefit 80 Risk management and internal control

82 Remuneration policy 83 Statement of Trustee responsibilities

28 Priority 2: Providing support

38 Priority 3: Funding research 86 Independent auditors’ 44 Priority 4: Influencing policy report and practice

92 Financial statements

50 Fundraising review

58 Looking forward

62 Our finances

64 Financial review 68 Reserves policy 69 Going concern

70 Investment policy and performance

Glaucoma UK Annual Report 2022-23

4 Welcome from the Chair

5

Welcome from the Chair

My first full year as Chair of Glaucoma UK has been busy but enormously enjoyable. Following a strategic review, we have a renewed sense of purpose and a stronger than ever focus on ending preventable sight loss from glaucoma.

And that sharpened focus is timely, because a backdrop of growing NHS pressures and rising demand for ophthalmology services means the work of our charity has never been more important. It is vital that we do all we can to not only support those who are living with glaucoma, but also to help influence policy makers and those delivering services.

Anthony King

Although changes during the COVID–19 pandemic helped to prioritise high-risk patients, hospital eye care services now desperately need increased capacity to address the ‘hidden risk’ of deterioration of lower priority cases. More experienced clinical decision-makers are required in primary and secondary care and a consistent, seamless, national pathway needs to be developed between community and hospital provision. There needs to be increased public awareness of glaucoma and much earlier engagement with

“

It is vital that we do all we can to not only support those who are living with glaucoma, but also to help influence policy makers and those delivering services.

individuals in the highest risk groups. Those priorities, and the ways we may be able to influence them, are certainly at the forefront of our minds as we develop our future plans. In delivering those plans, I am keenly aware of how dependent we are on the commitment, energy and kindness of a wide-ranging supporting cast.

In recognition of that fact, I would like to take this opportunity to say a huge ‘thank you’ to the Glaucoma UK staff team who show such passion for their work and achieve so much. I would also like to thank our tireless volunteers, who give their time so generously in sharing their stories and providing invaluable peer-to-peer advice. I am most grateful to my fellow trustees, who dedicate their time and wisdom to helping steer the charity and ensuring the very best outcomes for our beneficiaries.

Finally — on behalf of everyone at Glaucoma UK — I sincerely thank our members and donors. Through your membership subscriptions, regular gifts, one-off donations, sponsorship events and legacy bequests, you are the very lifeblood of Glaucoma UK. Because of you, we can continue our mission to end preventable sight loss from glaucoma.

From us all - thank you so much.

Glaucoma UK Annual Report 2022-23

A message from the CEO

6

7

from A message the CEO

It has been a genuine privilege to work with my colleagues, trustees and a range of stakeholders to review and refresh Glaucoma UK’s strategy this last year.

As the Chairman describes in his welcome to this report, the landscape in which we are operating holds many challenges and it is important we get ourselves into the best possible shape to tackle them head-on.

Our new ‘Theory of Change’ (more detail on page 12 ) is already proving to be an invaluable tool in setting out exactly how we want to change the lives of people living with glaucoma — today and into the longer term. Essentially a roadmap to help get from where you are to where you want to go, the Theory of Change framework has helped us to identify the activities we need to undertake and the impact we need to have in order to end preventable sight loss from glaucoma, whether that be slight loss of visual field or total loss of vision.

Joanne Creighton

There is a strong emphasis on the measurement of tangible outcomes, which we hope will help to keep us on track throughout the journey.

“

We need to challenge ourselves – and others – to think bigger, work smarter and achieve even more for people living with glaucoma

There was, of course, already much excellent work being done to raise awareness of glaucoma, to support individuals living with the disease and to fund vital research and this report showcases some of that activity. However, our review highlighted that there was still more we could be doing to reach the audiences most at risk and to ensure that our services are delivered in the most accessible and sustainable ways. With ophthalmology the busiest outpatient specialty in the NHS and only 64% of patients being seen within the NHS’s maximum target 18-week timeframe[1] , it is clear that we need to challenge ourselves – and others – to think bigger, work smarter and achieve even more for people living with glaucoma. So, with our roadmap in place, we are getting ourselves in shape, with the introduction of some additional roles, improved processes and the development of some new strategic partnerships.

There is lots to do and we are certainly not complacent, but it is an exciting time. And what makes it especially exciting is the wonderfully collaborative nature of the task. Staff, volunteers, trustees, researchers, eye–care professionals, corporate supporters, our members and donors alike all have their own unique but vital part to play. I would like to echo Professor King’s thanks to each and every one who has Glaucoma UK in their hearts and minds. This report is dedicated to you.

1 NHS England (March 2023) Consultant-led referral to treatment waiting times data 2022-23. https://www.england.nhs.uk/statistics/statistical-work-areas/rtt-waiting-times/rtt-data-2022-23/

Our vision and priorities

Glaucoma UK Annual Report 2022-23 11

10 Our vision and priorities

Our vision

Glaucoma is a complicated group of eye diseases that damage the optic nerve. Left untreated, glaucoma will lead to irreversible sight loss and even blindness. At Glaucoma UK, our vision is an end to preventable glaucoma sight loss.

Over 700,000 people in the UK are affected by glaucoma.

However, because most people experience no symptoms in the early stages, it is estimated that almost half of those people are unaware they . are living with the disease

A full eye examination is the only guaranteed way of detecting glaucoma, but more than a third of British people do not attend regular checks.

In the highest risk groups – including those experiencing socio-economic deprivation and those of AfricanCaribbean ethnic origin – the levels of take-up are even lower. We therefore have a vital job to do in publicising the

importance of early detection across all areas of society.

Of course, appropriate treatment and monitoring is also crucial in ensuring that those living with glaucoma are able to retain useful sight for life. But with demand increasing and excessive waiting times for many people, there is much to be done to create an effective and consistent treatment pathway throughout the UK. We need to ensure that the voice of people living with glaucoma is heard by those who provide treatment, design care pathways, devise policy and commission services.

Perhaps our most powerful weapon in the fight against preventable glaucoma sight loss is research.

We need to understand what causes the disease, how it can be prevented, what are the most effective treatments and – ultimately - how it could be cured. Through our annual funding programme, we support studies that seek answers to those questions by testing new medical and surgical models and exploring new ways of working.

Glaucoma UK Annual Report 2022-23

12 Our vision and priorities

13

Our Theory of Change

Following a review of our strategy during 2022, we developed a new Theory of Change for Glaucoma UK. The framework sets out the change we want to make in society for those living with glaucoma, expressed as our ‘sustained impact goals’:

Increased awareness and earlier diagnosis of glaucoma among those who are most at risk.

1

More people are able to live well and maintain sight through equitable and timely access to effective clinical care and pastoral support.

2

In order to bring about these lasting changes, it is vital that we understand the current barriers to success. These include:

Lack of knowledge and awareness of glaucoma

A reluctance for some individuals without symptoms to attend an eye examination

Delays in diagnosis

Lack of engagement with eye care services among those in the highest risk groups

Treatment delays caused by lack of NHS capacity

Reluctance or

inability of some individuals to adhere to their eye drop treatment regime

(which can feel more debilitating than the disease itself in some cases)

Insufficient investment in glaucoma research.

The lack of a cure for glaucoma

Glaucoma UK Annual Report 2022-23

14 Our vision and priorities

15

To tackle these challenges, we have grouped our work into four priority areas, each with a series of outcomes that will drive us towards our sustained impact goals:

Priority 1: Raising awareness

Desired outcomes of this work include:

Priority 3: Supporting research and development

Desired outcomes of this work include:

Priority 2: Providing support

Desired outcomes of this work include:

Priority 4: Influencing policy and professional practice

Desired outcomes of this work include:

Glaucoma UK Annual Report 2022-23

16 Our vision and priorities

17

Theory of Change

Problems:

Sight loss from glaucoma is irreversible. People who present late for diagnosis, those who experience treatment delays and those who don’t adhere to their treatment regime are at risk of losing sight.

People from higher risk groups (those of black minority ethnic origin and those experiencing socioeconomic deprivation) engage less frequently with services. Eye research in the UK is underfunded compared to other areas of medicine.

Vision: An end to preventable sight loss from glaucoma

Raising awareness:

More people understand

why they may be at risk of glaucoma and that it could impact their vision, even without symptoms.

More people understand their condition and feel able to adhere to their treatment regime.

Providing support:

Supporting research and development:

Research we fund and support is more widely disseminated to inform and improve glaucoma care.

Influencing policy and professional practice:

More people at increased risk of glaucoma have equitable access to eye care services.

Assumptions and external factors: External collaborations and membership of sector groups (VI Partnership, CERT Group, CCEHC, etc) will continue. Any governmental changes to national eye health strategy will not solve current challenges in the next 3 years.

More people who are at More professionals are Increased highest risk of glaucoma aware of Glaucoma UK awareness seek a diagnostic eye and refer people to us and examination. for advice and support. earlier diagnosis of glaucoma among More people at increased People feel more those who risk of sight loss are able confident and positive are most at to access support from about their condition by risk. Glaucoma UK when and being part of a supportive how they need it. glaucoma community. More people are More of our research We achieve more able to live projects demonstrably leverage from our well and transform glaucoma research support and maintain prevention, diagnosis and sector relationships sight treatment. through equitable and timely More policy and More people at More professionals access to commissioning increased risk feel better informed effective takes account receive timely and equipped to clinical care of glaucoma access to eye support people to live and pastoral patient care services. well with glaucoma. support. perspectives.

are most at risk.

Beneficiaries: People who have been diagnosed with glaucoma and their carers. People who are living with undiagnosed glaucoma. People who are most at risk of glaucoma but who are not engaging with services. Glaucoma professionals (primary and secondary care practitioners). Researchers.

Strategic report: , What we achieved in 2022-23

Glaucoma UK Annual Report 2022-23

20 Strategic report: what we achieved in 2022-23

21

Priority 1: Raising awareness

The first – and most vital - step in achieving our charitable mission is to raise awareness about glaucoma and the risk to individuals.

Our principal objective is to encourage people to have their eyes examined every two years , unless advised otherwise by their healthcare professional.

We also want to ensure that people living with glaucoma know about our work and seek our . help via the many services we provide That includes eye care professionals, who have an essential role to play in signposting their patients to ourcharity, so that we can provide the pastoral support that simply cannot happen in the timestrapped clinic environment.

----- Start of picture text -----
900%
increase in
Over
Facebook reach
----- End of picture text -----

How did we do?

Utilising digital opportunities

Digital platforms are vital for reaching large numbers of people in a fast and cost-effective way and we are pleased to report that our overall reach continues to grow across all our channels.

Social media has been a particular area of success this year, due largely to a relatively modest investment in advertising, but also a gradual refinement of our content strategy. On Facebook, for example, the number of people reached during the year was 966,016, which is . up 900% on the previous year This upward trend in engagement

is also mirrored on Twitter, recently rebranded to ‘X’, which has seen an improvement in the engagement rate from 1% to 5% over the last two years, despite no advertising expenditure on the platform.

One of the key shifts that has driven this improved engagement is to make posts more people-focused. We’ve made better use of our case studies and used more frequent posts that encourage users to comment with their own glaucoma stories and perspectives. As more people comment on and share our posts, this in turn extends our reach, raising the digital profile of the charity and boosting awareness of the disease.

The launch of Glaucoma UK’s Instagram profile in February 2023, along with a continuing campaign to target highrisk audiences across all our social

265%

increase in website users

Glaucoma UK Annual Report 2022-23 23

22 Strategic report: what we achieved in 2022-23

media channels, has been successful in increasing levels of engagement. The account has over 1,000 followers at the time of writing.

Following work on the Theory of Change, new approaches have been trialled in reaching underrepresented and high-risk audiences. In December 2022, we ran three Facebook Advert campaigns to raise awareness about glaucoma and how Glaucoma UK can help, one of which targeted expatriates of a selection of African and Caribbean countries now living in the UK and aged over 40. The ads were very successful, reaching a total of 30,500 people and achieving over 1,300 comments and ‘likes’ . A similar strategy has been used to reach people of an East Asian background. We’ve also run adverts to increase awareness of free eye examinations among the over-60s.

Alongside this success on social media, website traffic has also continued to grow during the year. Website users were up 265% at more than 234,000, with over 111,000 coming from organic search and over 21,000 coming from paid search , where we have paid to have our site shown at the top of the list of search results. This demonstrates the success of our ongoing search engine optimisation strategy and the utilisation of our Google Ad Grant, which enables approved charities to

spend up to $10,000 per month on Google search marketing for an entire year.

Media coverage

We have enjoyed a wide spread of media coverage during the year, with highlights including London Live TV, Optician Magazine, Optometry Today, Eye News and The Telegraph. Glaucoma UK was also named in coverage relating to the Specsavers ‘State of the UK’s Eye Health’ report across all four regions of the UK.

An advertorial in a campaign titled ‘New Year Fresh Start’ was distributed with The Guardian print newspaper (437,500 average readership) in January 2023, featuring information

news, which focused on the efforts of one of our challenge fundraisers, helped to raise awareness of both the charity and glaucoma in general to an estimated audience of 1.7m viewers .

about glaucoma, risk factors and the importance of attending regular eye examinations.

This year, we devised a new concept for our print advertisements using the game “Spot the Difference” to help highlight that glaucoma can be symptomless in its early stages. We used this concept for multiple adverts during the year including a campaign featured in the Evening Standard ‘Best of British: The King’s Coronation’ which was showcased to over 690,000 readers . We also placed the advert in the June issue of the Saga magazine, the UK’s best-selling over-50s monthly subscription magazine, as well as in ‘The Good Life’ - a newspaper section distributed with The Telegraph with a . readership of nearly 700,000 Broadcast coverage on ITV Meridian

Awareness-raising campaigns

Harnessing the added potential of national and international campaigns continues to play a key role in our annual awareness raising work. Our World Glaucoma Week campaign in March 2023 highlighted risk factors of glaucoma and featured a new case study, Choon Young Tan - a young male with East Asian heritage and a family history of glaucoma. Interviews with Choon and consultant ophthalmologist Nishani Amerasinghe achieved coverage across 125 radio stations .

Media coverage including London Live TV, Optician

Glaucoma UK Annual Report 2022-23 25

24 Strategic report: what we achieved in 2022-23

Our main annual campaign - Glaucoma Awareness Week – took place in June. By asking members and supporters to complete the sentence “My glaucoma…” we enabled individuals to share what glaucoma means to them and also gained some extremely helpful insights in the process.

Glaucoma Awareness Week 2023

It was encouraging to receive 98 responses including statements, illustrations and photographs and we were delighted to share a selection of the responses in the summer edition of our July edition of Insight members’ magazine.

Campaign activities for the week included press releases to trade and consumer publications, a radio day covering 126 stations, a podcast featuring case studies, TV coverage, targeted social media adverts and more than 150 digital advertising billboards in major cities and towns across the UK . We also provided an interview to the radio series ‘Word on Health’, which is broadcast by a network of over 90 independent local radio stations across the UK.

Glaucoma UK Annual Report 2022-23

26 Strategic report: what we achieved in 2022-23

27

Our 2023 Ramadan campaign, in partnership with the British Islamic Medical Association (BIMA) and the Muslim Council for Britain, ran throughout April. The campaign featured a radio day during which a Glaucoma UK trustee and BIMA representative gave interviews which achieved 127 instances of coverage across stations with a collective listenership of over 43 million people.

Social media advertising targeting geographic areas with the largest Muslim communities reached a total of 227,000 people and achieved 7,000 landing page views for the Glaucoma UK website page, with dedicated information about glaucoma and fasting.

127 instances of radio coverage for our 2023 Ramadan

Annual glaucoma and brand awareness survey

Insights from the annual glaucoma and brand awareness survey, conducted following Glaucoma Awareness Week, are essential in helping us to continuously refine our communication strategies. The survey, which targets a nationally representative sample of UK adults, is now in its third year, enabling the identification of emerging trends. A significant finding from the research is the gradual increase in the proportion of UK adults who have undergone an eye examination within the past two years. This trend has been particularly pronounced among the 55-64 age group, highlighting a growing awareness of eye health within this demographic and the return of confidence following the pandemic. However, challenges persist in engaging males and those employed full-time, who continue to demonstrate lower rates of take-up.

Encouragingly, glaucoma is the eye condition that is most likely to spring to mind when respondents are asked about eye health, with spontaneous awareness figures rising from 36% in 2021 to 40% in 2023. Additionally, prompted awareness of glaucoma has also risen, now encompassing an impressive 88% of UK adults.

The connection between eye examination history and glaucoma awareness remains a noteworthy finding, with those who have undergone an eye examination in the past two years proving to be more informed about glaucoma.

The 2023 survey revealed an evolving landscape of awareness channels. Radio news and features, print news and magazines, along with increased visibility through healthcare institutions such as hospitals, GPs, and optometric practices, have all contributed to fostering awareness of Glaucoma UK during the year.

Glaucoma UK Annual Report 2022-23

28 Strategic report: what we achieved in 2022-23

29

Priority 2: Providing support

Supporting people with glaucoma and their loved ones is a core strand of our work. Glaucoma treatment can be complex and challenging, with some individuals finding the treatment worse than the early effects of the disease itself.

Understanding glaucoma and its allied conditions and making choices about the many different treatment options can be overwhelming. With clinic appointments generally infrequent and brief, it is hard for individuals to have the time and space they need to ask questions and fully digest the replies.

At Glaucoma UK, we want to empower people by offering the right help and advice, delivered in the right way, at the right time. We want to be at the heart of a vibrant, supportive glaucoma community, where people can share their experiences – openly and confidently - with others facing the same challenges and choices. To that end our various services provided over 700,000 instances of support, information and guidance during the year.

642 hours of practical advice and emotional support offered by our helpline

How did we do?

Providing a helpline service

followed by questions relating to surgical treatments.

Once again, the Glaucoma UK helpline was an essential feature of our offer to individuals. Enquiries increased by a further 17% on the previous year, with support provided for 2,752 people. Once again, the most popular discussion topic was the impact of glaucoma on driving and DVLA notifications. Problems with eye drop dispensing and side effects was the second most common query,

We continued to field calls relating to appointments, with callers telling us that they had less time at appointments with consultants and clinic staff, and that they felt pressured, unsure or unable to ask the many questions they had on receiving a new diagnosis or seeing a change in their eye health.

“

I have lost my glaucoma consultant of 25 years through retirement. He knew me very well and more importantly the history of my eye problems. He has not been replaced and I am now seen by a member of the glaucoma team. Apparently, glaucoma patients are now placed in a pool and not assigned to a particular consultant. As someone with a complicated ophthalmic history and 5 bulging files at the eye hospital I find this system does not work well for me.”

Glaucoma UK Annual Report 2022-23

30 Strategic report: what we achieved in 2022-23

31

With an average call duration of 14 minutes, our helpline service supported stretched NHS services by offering 642 hours of practical advice and emotional support outside the clinic environment. With access to an experienced Clinical Advisory Panel of 21 ophthalmology and optometry specialists, our helpline advisors are well-placed to respond to queries on a wide range of topics and can offer very welcome continuity for repeat callers.

Supporting users of the HealthUnlocked forum

HealthUnlocked (www.healthunlocked. com/glaucoma-uk) is an online glaucoma community, where individuals can seek advice and guidance from others living with glaucoma. Our helpline advisors oversee the forum, offering additional information and signposting users to Glaucoma UK’s other services as appropriate. With peer-to-peer support playing such an important role in developing wellbeing and the confidence, we are thrilled that HealthUnlocked community grew by a further 70% to 1,990 members during the year.

While some participants prefer to listen and absorb, active membership increased to 728 - up by 54% on the previous year - and a total of 5,257 connections were made between forum users.

Hosting digital glaucoma support groups

Originally developed to provide support during the COVID 19 pandemic, our digital glaucoma support groups ran monthly throughout the year. Topics included the future of glaucoma treatments; primary open angle glaucoma; home testing and monitoring; glaucoma and eye drops; surgery and laser treatment; mental health and congenital glaucoma. Perhaps unsurprisingly, the most popular session was glaucoma and driving, in line with statistics from our helpline service. Each webinar is led by a specialist guest speaker and there is an interactive question and answer session at the end of each presentation.

“ I have found all the topics so far were really interesting; my wife as a non-sufferer has also got a lot of understanding about the condition.”

99% of participants would recommend our digital glaucoma support groups to others

8,965 total YouTube views of our DGSG videos

Glaucoma UK Annual Report 2022-23

32

33

~~840~~ individuals and professionals attended our face-to-face support and training

108,635 information guides ordered

As a result of staff changes and some Development Manager vacancies during the year, the number of digital support groups delivered was reduced from 19 to 13 and attendee numbers were therefore down from 717 to 404. However, sessions are also available to view online after the event and there were 8,965 total YouTube views of our DGSG videos during the year, representing 1,185 viewing hours. Satisfaction levels among participants remained extremely high, with 99% confirming that they would recommend our digital glaucoma support groups to others.

Offering face-to-face support

We know from previous consultation that bringing people together, facilitating relationships and creating a sense of ‘togetherness’ is a highly valued feature of our communitybased support. We were therefore pleased that, despite staff changes and departures, we welcomed 840 individuals and professionals to our face-to-face support and training activities – a 60% increase on the previous year.

Recognising the importance of identifying and engaging those populations most at risk of glaucoma sight loss, we continued to broaden the scope of our face-to-face support. We established a new pilot scheme offering grants of up to £250 to start new glaucoma support groups or to develop

existing ones, particularly among our target communities.

While a review of the vacant regional Development Manager roles is undertaken, four fixed-term Training and Engagement Officers have been recruited, with the responsibility for establishing a network of support groups led by professional volunteers, engaging with underserved audiences and delivering first-line training to health care professionals. The new posts, which are based in Northern England, Scotland, Wales and Northern Ireland will help to ensure – along with our Development Manager for Southern England - that we maintain levels of support while we review our structure and develop a sustainable plan for further growth throughout the UK.

Providing written information

Booklets and Guides

Having access to clear, relevant information is a vital part of our work to ensure that members feel more positive and confident about managing their glaucoma. A total of 108,635 information guides were ordered during the year, with a further 981 downloaded from our website, highlighting the ongoing demand for this type of support.

The appointment of a new Health Information Manager in January allowed us to embark upon an

Glaucoma UK Annual Report 2022-23

34 Strategic report: what we achieved in 2022-23

35

ambitious schedule of reviewing, refreshing and producing new information over the next year and beyond, in response to needs raised by people living with glaucoma. The first priority was the launch of a new version of our booklet ‘Driving and Glaucoma’. Questions such as ‘Can I drive?’ and ‘Will I lose my licence?’ are top concerns for many people with glaucoma, so the booklet explains when and how to contact the DVLA (or DVA in Northern Ireland), and how to make an appeal. The new booklet is more accessible and relevant to more people, with information covering arrangements across the whole of the UK.

We are so grateful to the panel of volunteer readers and medical reviewers who check that the information we produce is accessible and appropriate before publication. A Readers’ Panel focus group was held in November which provided feedback that will be invaluable to us as we look to welcome more reviewers in the coming year.

A key priority for 2023-24 is the achievement of the Patient Information Forum’s PIF TICK accreditation, which shows that an organisation’s health information production process has been independently assessed. Magazines and Newsletters

Our quarterly membership magazine is full of useful information for people with glaucoma and their loved ones, including the latest news from Glaucoma UK, updates from our supporters, new developments in research, interviews with glaucoma experts, information about our support services and advice for living well with glaucoma. Members receive the printed magazine delivered to their homes, but anyone can download digital back copies from our website or listen to audio editions. We produced the magazine quarterly throughout 2022-23, reaching a total of 15,847 recipients.

The subscriber list to our monthly email newsletter, Focus, has continued to grow, now standing at 2,324; an increase of 85% on the previous year. Focus is an essential means of keeping our audience informed and engaged throughout the year, offering content for those who prefer to receive information digitally and in a more timely way.

“ Another interesting edition of Insight. I learn so much from the articles.”

~~“~~

of my visual field report] …he wouldn’t do it because he didn’t have time and there was no point because, as a lay person, I wouldn’t be able to understand it! I was not satisfied with this and went back to the field nurse who was actually able to do a printout on a different machine. When I got home, I looked out the excellent article by Helen Doe in the Autumn 2021 edition of Insight titled ‘A field of information’ and was able to interpret the results and compare them with previous fields.”

----- Start of picture text -----
them with previous fields.”
----- End of picture text -----

Glaucoma UK Annual Report 2022-23

36 Strategic report: what we achieved in 2022-23

37

Volunteering

The support of volunteers is of enormous importance to our work and we benefited from the efforts of 174 individuals during the year who provided case study material, gave us clinical advice or served on our Readers’ Panel.

We were delighted by the continued growth of our ‘buddy scheme’, which connects anyone awaiting SLT (Selective Laser Trabeculoplasty) or eye surgery with an experienced volunteer, for reassuring peer support. A total of 73 buddy pairings were facilitated during the year and feedback has been overwhelmingly positive, with people feeling more prepared pre-andpost-surgery and confident about any aftercare too.

We have also received requests for wider opportunities for peer support about life with glaucoma and will be exploring ways to do this over the coming year, including rolling out buddy coffee mornings to create an even greater sense of community.

“

I recently had trabeculectomy surgery and have also had SLT laser. I think the buddy scheme is really great and it’s been so helpful to me having someone to talk to as I was very anxious.”

~~73~~ buddy pairings facilitated this year

174 individuals volunteered as case studies

Glaucoma UK Annual Report 2022-23

38 Strategic report: what we achieved in 2022-23

39

Priority 3: Supporting research and development

As the only UK charity solely funding research into glaucoma, our work to support the most promising studies, led by the most talented researchers, is a vital aspect of our mission.

In addition to our annual awards for ophthalmologists, health and social care professionals and members of the UK and Éire Glaucoma Society (UKEGS), we also offer an ‘Open Call’ programme to attract novel research into new methods of diagnosis, care and treatment.

By helping to fund the Professor of Ophthalmology at University College London and working with partners including the Royal College of Ophthalmologists and the charity ‘Fight for Sight’, we aim to deliver an ambitious research programme that will have a real impact for the people we serve - now and in the future.

In 2022-23, we awarded £408,660 in new research This was grants - our highest ever annual figure. thanks to an increase in the number of high-quality, fundable applications received during the year and an encouraging return to pre-pandemic levels of confidence and activity.

How did we do?

treatments to the use of big data in

Grants awarded

risk stratification. In 2023, the award went to Dr Giovanni Montesano of Moorfields Eye Hospital NHS Foundation Trust for his project ‘Mapping clinical trial outcomes to individuals for personalised glaucoma care’. Glaucoma UK Chair, Professor Anthony King, was one of 6 coapplicants for this award but will not be a direct recipient of grant funding.

Our grants are awarded in open competition by an awards panel chaired by a Glaucoma UK trustee. Other panel members are drawn from our Clinical Advisory Panel and at least one lay member. All awards are subject to a peer review process. We awarded the following grants during the year:

The Royal College of Ophthalmologists Research Award

Patient characteristics are known

to affect the course of glaucoma, but their relationship to treatment response is still poorly understood. In this project, Dr Montesano will work to develop a framework for the analysis of individual patient data against the background knowledge

This £100,000 research award, which is funded by Glaucoma UK and administered by the RCOphth, has previously funded a range of topics from prospective stem cell

£408,660 awarded in new research grants

Glaucoma UK Annual Report 2022-23

40 Strategic report: what we achieved in 2022-23

41

from randomised clinical trials and real-world data to better predict an individual’s response to treatment.

which connect your eyes to your brain and there is compelling evidence that changes in the optic nerve are a contributory factor to that damage. But when glaucoma starts, one of the first things that happens is the retinal ganglion cells lose their connections to the outer retina, causing visual problems even before many retinal ganglion cells are lost. Recent studies suggest that microglial cells (which protect the neurons in the brain by performing clean-up operations) might be involved in causing this early problem. Professor Morgan’s project will explore whether the inhibition or depletion of microglial cells can help protect retinal ganglion cells in glaucoma.

UK & Éire Glaucoma Society (UKEGS) Research Award

The £50,000 UKEGS award, joint funded by Glaucoma UK and proceeds from the UKEGS annual conference, went to Professor James Morgan of Cardiff University for his study entitled, ‘Targeted microglial inhibition for the protection of retinal ganglion cells in glaucoma’.

We know that glaucoma involves the selective loss of retinal ganglion cells

Open Call Research Award

Due to the quality of applications, a total of three projects were awarded the £50,000 Open Call Research Award during the year 2022-23:

University, Belfast, for her study, ‘Ten year follow up on the NICOLA study (progression of glaucoma)’. The Northern Ireland Cohort for the Longitudinal Study of Ageing (NICOLA) was a study of a representative cohort of older adults living in Northern Ireland which explored the social, behavioural, economic and biological factors of ageing and how these factors change as people age. In her study, Dr Hogg will seek to determine how many people developed glaucoma during the follow-up, how glaucoma progressed in those previously diagnosed and to explore how genetic background, social context, demographics and lifestyle choices might modify progression of the disease.

an oral synthetic cannabinoid (a group of man-made chemicals that are designed to mimic the effects of cannabis).

Small Grants Award

The annual small grant award, in partnership with Fight for Sight, was granted to three projects this year:

Glaucoma UK Annual Report 2022-23

42 Strategic report: what we achieved in 2022-23

43

UK National Eye and Hearing Study

The Board of Trustees were pleased to approve £10,000 from Glaucoma UK’s Research Designated Fund to support Phase 1 of the UK National Eye Health and Hearing Study (UKNEHS).

Unlike many countries, the UK has no data on the underlying burden of eye disease/vision impairment within the population and minimal current data on hearing loss. This lack of information on need and associated inequalities in our community remains a serious impediment to the planning of services to meet growing demand. The UKNEHS is a collaborative, nationwide project developed by Anglia Ruskin University (in cooperation with the Royal College of Ophthalmologists, College of Optometrists, Vision UK and Thomas Pocklington Trust) to tackle this issue. The full research will consist of a population-based study of 25,000 people aged 50 years and over, from representative communities across the UK. The Phase 1 element will test the methodology on a cohort of 1,000 participants.

Changes to existing projects

The awards panel (excluding the panel Chair, Winnie Nolan, who is a co-investigator) approved additional funding of £24,760 for the 2019 RCOphth Award project led by Dr Victor Hu of the London School of Hygiene and Tropical

Medicine, ‘Detecting glaucoma using a combination of low-cost, portable and easy to perform tests’. The 2-year project was originally awarded £99,960 and the extra funds will cover unexpected additional costs to get approval from the Tanzanian Medicines and Medical Devices Authority, where one of the testing sites was based, as well as extended contracts for key personnel and a final trip to collect data.

Glaucoma UK Chair of Ophthalmology

In partnership with University College London and the Moorfields Biomedical Research Centre, we were pleased to provide continued support towards the salary of the Glaucoma UK Chair of Ophthalmology for Glaucoma and Allied Studies – Professor David (Ted) Garway-Heath – with an award of £73,389 during the year. A global leader in ophthalmology research, it was little surprise that Professor GarwayHeath was inducted into the 2023 Ophthalmologist Magazine Power List Hall of Fame in July. His achievements for the year include:

Treatment of Advanced Glaucoma Study’.

advocacy project, the aims of which are to engage patients in the works of the EGS and to determine how the organisation can support patients across Europe and beyond.

Professor Garway-Heath’s research activities for the year included work as Chief Investigator on the following ongoing projects:

Glaucoma UK Annual Report 2022-23

44 Strategic report: what we achieved in 2022-23

45

Priority 4: Influencing policy and practice

With the ongoing move to community-based glaucoma care, we feel we have an important role to play in providing information, advice and support to health care professionals.

We believe that all those involved in delivering glaucoma care should have up-to-date information and access to effective professional networks for sharing best practice. Through the work of our Professional Engagement Leads we seek to make connections that can help to promote, protect and safeguard the interests of people living with - or at risk of - glaucoma.

Through our administration and support for the United Kingdom and Éire Glaucoma Society (UKEGS) – which became part of Glaucoma UK in 2019 – we also want to bring together scientists and clinicians in a vibrant, aspirational scientific community.

With continuing treatment delays and stark variations in provision across the UK, we recognise our role in working to influence policy and representing the voice of glaucoma patients with those who design, commission and deliver glaucoma services.

281 people took our free

How did we do?

Engaging with Professionals

Professional engagement activity over the past year has focused on pulling together our various strands of work. We launched new eye drop support boxes (formerly known as compliance boxes) in summer 2022. Now eye care professionals such as Eye Care Liaison Officers (ECLOs) can ensure that someone gets the help they need, whether that’s simply information about glaucoma, information about when to put in the eye drops, or a new dispensing aid. We distributed 170 boxes over the course of the year and are pleased that demand is growing steadily.

“

I think this course is one of the most informative courses I have attended. I am a former nurse and have worked with clients with eye conditions for the last 11 years and yet there was still so much I learned.”

To accompany the boxes, we are rolling out our training courses for eye care professionals. This places our eye drop support boxes in context, helping professionals understand glaucoma, the challenges associated with using eye drops, and how dispensing aids can help. Upon completion of the training, attendees receive the box to ensure that the training is converted into practical support for people with glaucoma.

We delivered training to 281 individuals over the course of the year; these people were mostly ECLOs but also staff from sight loss charities, rehabilitation workers and those involved in domiciliary care.

Feedback from the training is very positive, with 100% of those completing the feedback survey saying they would recommend it.

100% of respondents said they would recommend our course

Glaucoma UK Annual Report 2022-23

46 Strategic report: what we achieved in 2022-23

47

We also encourage anyone who receives a box or completes the training to join Glaucoma UK as a professional member. We want to turn the boxes and the training from a single point of interaction into the start of an ongoing relationship, where we can provide regular updates on changes in glaucoma care, new eye drops, and the services offered by Glaucoma UK. We want to ensure that eye care professionals come to Glaucoma UK for help in maintaining their knowledge and skill sets.

Over the course of the year, over 250 new professional members have joined Glaucoma UK as a result of our training and support boxes.

The UK and Éire Glaucoma Society (UKEGS)

The other major strand of work for our professional engagement team is supporting the UK and Eire Glaucoma Society (UKEGS), the professional wing of Glaucoma UK. Despite the difficulties posed by the original postponement and the threat of lastminute Covid disruption, the UKEGS conference in October 2022 was a success, with far greater emphasis than in previous years on the role of Glaucoma UK and the importance of the patient voice. A total of 260

delegates and speakers attended over the 2 days, comprising consultant ophthalmologists, optometrists, glaucoma fellows, specialist doctors and academics.

As well as running the annual conference and supporting a research grant worth £50,000 each year, we are developing and deepening the relationship between UKEGS and Glaucoma UK. We are looking to define more clearly what it means to be a member of UKEGS beyond attending the conference, and how this links to professional membership of Glaucoma UK. We are widening the membership of UKEGS to ensure those working in both primary and secondary care maintain excellent knowledge of glaucoma, supporting clinical decision making and ensuring that people get the best possible care, wherever they are seen. We are also working to improve the financial sustainability of the conference and reduce its environmental footprint.

260 delegates and speakers attended the 2022 UKEGS Conference

Glaucoma UK Annual Report 2022-23

48 Strategic report: what we achieved in 2022-23

49

In developing our professional membership offer, we are keen to build more effective networks between glaucoma professionals and support more sharing of best practice. We hope to pilot a training course for staff in optometric practices and pharmacies, as well as rolling out the eye drop support boxes more widely. We are also aware that the professional sections of our website need revamping and hope to develop and broaden the content in due course.

We are grateful to the many professionals who volunteer for Glaucoma UK, whether that’s formally as a trustee or member of our Clinical Advisory Panel, or informally by assisting our helpline advisors with challenging queries or reviewing our information booklets. We are looking to develop our professional volunteering structures so we can work together more effectively, making sure we have access to the best possible advice and support from glaucoma specialists to deliver our services.

Awards for Excellence

Our ‘Awards for Excellence’ scheme provides a welcome opportunity to focus on the best examples of professional practice, with patients nominating those who have provided them with exceptional glaucoma care and support. The 2023 winner – Dr. Sancy Low, Ophthalmic Surgeon, St. Thomas’ Hospital, London - was nominated for her compassionate

approach and keenness to understand the individual personal circumstances of her patients. Dr Low received her award at the Glaucoma UK AGM in March.

Representing the glaucoma community Glaucoma UK represents the glaucoma community on a range of national bodies, including the Clinical Council for Eye Health Commissioning, the Industry Vision Group, the Ophthalmology National Steering Group and the UK Optical Alliance.

We also continue to be active members of the VI Charity Sector Partnership, a group of 8 sight sector organisations who originally came together during the pandemic to represent the interests of those living with an eye condition. Members of the Partnership comprise RNIB, Guide Dogs, Glaucoma UK, Macular Society, Thomas Pocklington Trust, Retina UK, Blind Veterans UK and Visionary UK. A number of joint initiatives were undertaken during the year, most notably a communications project to raise awareness of the particular challenges of the cost-ofliving crisis for individuals with visual impairment. Other achievements included the development of a sight loss pathway to ensure patient information and advice needs are recognised and met throughout the diagnosis and treatment process and the development of an ‘Insight Hub’, featuring amalgamated data and insights from across the sight loss sector.

In the coming year, Glaucoma UK will be playing an active part in discussions about the new strategic direction for the VI Charity Sector Partnership in the post-pandemic era.

In February, Glaucoma UK supported the submission of a proposal to the Government’s Health and Social Care Committee regarding specific issues the Committee should explore as part of its Prevention Inquiry. The proposal covered the need to encourage the take-up of eye examinations and the threat of sight loss due to treatment delays. There will be a valuable opportunity to work with the Committee’s Inquiry if the proposal is accepted.

Glaucoma UK also supported a joint call to the Government for the installation of tactile warning surfaces on every train station platform across Wales, Scotland and England to assist those with visual impairment. The call was a success, with the Department for Transport providing Network Rail with £75m to complete this vital work by 2025.

Glaucoma UK Annual Report 2022-23

50

51

Fundraising review

Glaucoma UK Annual Report 2022-23 53

52 Fundraising review

Fundraising review

With almost 85% of our total income coming from voluntary gifts and donations, we owe so much to the many individuals, companies, trusts, foundations and public bodies who support our charity. Between them, our donors and supporters raised £1,484,646 to help fund our work during the year.

Legacy gifts

Once again, the majority of this income (£1,213,969) came from those who had kindly remembered Glaucoma UK in their will. Legacy donations are extremely valuable to us, not only for the essential financial support they provide, but as a most welcome indicator of the difference we have made to those lives. They also allow us to commit to the more ambitious, longer-term plans that we must put in place if we are to succeed in putting an end to preventable glaucoma sightloss. We extend our sincere gratitude to all those who remembered us with such a valuable final gift.

Other income

Other sources of voluntary income during 2022-23 included membership subscriptions, one-off gifts, responses to direct appeals, regular giving, in memoriam donations, corporate support, challenge events and a weekly lottery. Income from these areas totalled £270,677, which was a pleasing increase of over 40% on the previous year (2022: £180,435). This was thanks in large part to the exceptional performance of our challenge fundraisers, who raised over £80,000 with their exhausting combination of thousands of steps, sky dives, halfmarathons, full marathons and bike rides.

Ms Nishani Amerasinghe, Glaucoma Service Lead and Consultant Ophthalmic Surgeon at the University Hospital Southampton NHS Foundation Trust, showed true dedication to raising awareness of the disease and much-needed funds for the charity during 2023.

Her quest took her to the Swiss Alps, where she took on the formidable “Everest in the Alps” challenge, skiing the equivalent of Mount Everest’s height (8,848 metres) over four gruelling days. The challenge involved tackling unforgiving terrain and ascending heights ranging from 2,000 to 2,500 metres for up to 11 hours a day. Nishani raised just over £20,000 for Glaucoma UK, thanks to the 220 individuals who donated and corporate sponsorship from ELIOS Vision, Santen, Glaukos, i-STAR Medical and Théa Pharma UK.

54 Fundraising review

Professor Keith Barton, Consultant Ophthalmic Surgeon at Moorfields Eye Hospital and former Chair of Glaucoma UK, completed his 10th fundraising challenge in aid of the charity by cycling from London to Paris in under 24 hours. Undeterred by a treacherous thunderstorm as he cycled to the finish line, he raised just under £57,000. This brings Keith’s fundraising total to a staggering £138,000 for Glaucoma UK over the last 10 years.

Fundraising appeal

Our Glaucoma Awareness Week fundraising appeal was our most successful to date, securing £23,729 from 287 donors (an increase of over 200% on the previous year). We were grateful to Choon Young Tan for providing a case study for the appeal and for sharing his experience of being diagnosed with glaucoma in his early 30s. Choon’s reflections on his own condition, and that of his grandmother who lost most of her sight from the disease, were invaluable in helping to not only raise funds, but also in raising awareness of the vital role of early diagnosis.

“

My grandma had glaucoma, but we weren’t aware that the condition was hereditary. If she’d known, she’d have urged me and all our family to have our eyes checked regularly”

Glaucoma UK Annual Report 2022-23

56 Fundraising review

57

Organisations who helped us

We would like to take this opportunity to thank the following organisations for their support during the year:

The Dandy Wyseliot Rose Charitable Trust Charitable Trust

Harry and Santen UK Gertrude Landy Charitable Trust

Glaukos i-STAR Medical

Medicom Healthcare

Specsavers

The Emily Weircroft Charitable Trust

ELIOS Vision

Théa Pharma UK

Fundraising Controls

Securing and maintaining the trust of our donors and the public is vital to the success of our fundraising activity. We therefore have controls in place to ensure our fundraising is transparent, ethical and compliant with current regulations. We have the benefit of a designated Fundraising Trustee Advocate on our Board of Trustees, to ensure oversight at the highest level. In addition, our Finance and Governance Committee monitors fundraising performance, control and regulation through quarterly reviews.

Glaucoma UK is registered with the Fundraising Regulator and follows the Code of Fundraising Practice. We comply with the key principles embodied in the Codes and are committed to the Fundraising Promise. Our website carries our complaints policy for the public and explains clearly how an individual may complain. We received no complaints from August 2022 - July 2023. We are also registered with the Fundraising Preference Service so that individuals can opt out from receiving fundraising communications, should they wish. We received no such requests during the year.

To ensure that all reasonable steps are taken to protect vulnerable adults, Glaucoma UK complies with the Institute of Fundraising guidance relating to the needs of people in vulnerable circumstances and our activities are governed by an Ethical Fundraising Policy and Supporter Promise.

Glaucoma UK monitors any third parties working with us to help raise funds, ensuring that they adhere to the Code of Fundraising Practice and are operating to the highest possible standards of respect for the personal data and wishes of our supporters and prospective supporters. We worked with one third party – Bequeathed Limited - in the delivery of a free wills service, but did not work with any external professional fundraising agencies during the year.

Our Lottery activities are managed under our Gambling Commission licence which ensures we can meet our legal obligations and provide the necessary protections for our players.

Looking forward 'Iiki

Glaucoma UK Annual Report 2022-23 61

60 Looking forward

Looking forward

As we approach the charity’s 50th Anniversary year in 2024, we have the perfect opportunity to ensure we are well-placed to face our next half-century. Our new Theory of Change framework sets out the sustained impact goals we will be pursuing and the outputs we will need to achieve them.

A key priority for the next 12 months will be to invest further in our team to increase our capacity for delivering services across the UK. Additional posts will be introduced for our helpline and outreach services. We will also be continuing our work to raise awareness among those communities who are most at risk of glaucoma sight loss and encouraging greater uptake of our services by individuals in those groups.

A new Head of Research will join the team in early 2024, in order to take forward a new strategy for developing our awards portfolio and investing our £3.9m Designated Research Fund in more ambitious and transformational projects.

Another key area of focus will be to secure greater advantage from our strategic partnerships including corporate organisations, pharmaceutical companies and other sight sector charities.

Our finances Ppc-

64 Our finances

Glaucoma UK Annual Report 2022-23

65

Financial review

our total income, we monitor legacy receipts very closely and it was evident during the year that nationwide delays in the statutory processing of grants of probate were affecting income, as the system continues to readjust after the pandemic. In addition, we currently have a number of more complicated bequests in our pipeline and we are increasingly seeing an extension in the time between being notified of a gift and receiving the funds. This trend is reflected in the debtor future, which has increased by £335,433 on the previous year (2023: £1,450,507 versus 2022: £1,115,075). The recruitment of a new Legacy and Supporter Relationship Officer in November 2022 has increased our resource for addressing these issues and has also freed up time for the Head of Fundraising to more proactively pursue other income streams and work towards reducing the heavy reliance on legacy gifts.

With the economic turbulence of the last few years still having an impact, the pursuit of voluntary income remains challenging, although it was encouraging to see donations from individuals return to pre-Covid levels during the year.

Legacy income, however, was the lowest of the last 6 years. This resulted in a reduction in total income yearon-year, against a 19% growth in expenditure as we continue to expand the charity in pursuit of our charitable goals.

We ended the year with a net income of £20,655, but unrealised losses on our investments of £124,368 led to a reduction of £111,423 in our total funds (2023: £8,047,747 versus 2022: £8,159,170).

Incoming resources

Our Professional Engagement income, which relates to the UK and Éire Glaucoma Society (UKEGS) conference, totalled £87,975 against the previous year in which no funds were received. This was due to the rescheduling of the 2021 conference

Total incoming resources for the year ending 31 July 2023 were £1,773,879, a decrease of £67,944 on the previous year (2022: £1,841,823). This was mainly due to a £276,984 reduction in legacy income. Representing 69% of

----- Start of picture text -----
Where our
money came
from
----- End of picture text -----

Legacies £1,213,969

Individuals £256,027

Investment income £181,738

Charitable activities £97,012

Companies £14,649

Grants £10,484

Charitable activities £1,077,850

Glaucoma research How we spent £453,935 our money Generating funds £221,439

66 Our finances

Glaucoma UK Annual Report 2022-23 67

to October 2022 due to Covid delays and the deferral of all associated income.

Resources expended

Total expenditure in the year was £1,753,224 (2022: £1,479,106). The principal area of growth was staff costs (up by 25% to £835,770), as we work to position ourselves to deliver the strategic outputs from our new ‘Theory of Change’ framework. During the year, we welcomed a new Legacy and Supporter Relationship Officer to the team and our first dedicated Training and Engagement Officer for Northern Ireland. We also invested in the new post of Health Information Manager to oversee all our written advice and guidance and to further improve the accessibility of the information we provide. A salary benchmarking review and the introduction of a new employee salary scale led to an improvement in pay rates for most roles to bring them more in line with equivalents in the sector. With recruitment proving so expensive and increasingly uncertain following the changes in work patterns and attitudes during the last few years, the investment in existing expertise and experience will be a key element in successfully delivering our strategic plans. Total staff numbers at the year-end were 26 (18.53 full-time equivalent) compared to 23 (17.30 full-time equivalent) at the end of 2022.

Expenditure on research grants

increased for a second year to £408,660 (2022: £364,945), due to a pleasing increase in the number of fundable applications and the ability to award two additional small grants of £7,500 in partnership with Fight for Sight and a further two additional Open Call grants of £50,000. The timing of our Open Call and RCOph awards at the end of the financial year in July and the slight time lag for recipients to submit their first invoices resulted in an increase in creditors year on year (2023: £647,532 versus 2022: £251,404). The creditor figure also includes deferred income relating to the UKEGS conference, which will take place in November 2024, but for which delegate fees and exhibitor sponsorships were received during the previous financial year.

The other significant area of growth was additional expenditure of £104,426 in the areas of awareness raising, public relations and social media (2023: £122,313 versus 2022: £17,887). From a very modest average spend of just £34,000 per annum over the previous 5 years, the increased investment reflected the vital importance of this strand of our strategic activity. In particular, we are seeking to exploit the benefits of paid-for social media advertising in reaching new audiences and those most at risk of glaucoma sight loss. We will continue to expand this aspect of our work in the coming year.

Restricted Funds

Of total funds (£8,047,747) at the year end, the sum of £1,518,802 was restricted. The majority (£1,437,760) represents the Chair Fund, which will support the Chair of Ophthalmology for Glaucoma and Allied Studies until his eight-year term comes to an end in 2026. Of the remainder, £47,802 is restricted to the delivery of the UK and Éire Glaucoma Society (UKEGS) conference, and the rest is allocated to a range of specific small projects at the request of the donors.

68 Our finances

Glaucoma UK Annual Report 2022-23 69

Reserves policy

The policy of the trustees is to maintain at least the minimum of cash reserves and working capital sufficient to meet known development plans, as well as the day-today needs of the charity. Funds are also held in reserve to provide secure, sustainable support for our beneficiaries and to ensure we can commit to ambitious long-term plans to end glaucoma sight loss.

The Trustees recognise the risk to income posed by the reliance on legacy gifts and factors outside the organisation’s control, such as ongoing economic uncertainty and investment volatility. Having considered these factors, the Board of Trustees agreed to maintain cash reserves of 12 months’ operating costs during the year.

Going concern

In assessing the charity’s status as a going concern, the trustees have considered a range of information in relation to the financial year ahead, including the current status of the UK economy, the charity’s cash resources and known liabilities.

Following the development of a 3-year financial plan in support of the Theory of Change process, the trustees consider the charity to have adequate resources to continue operating an effective service for at least 12 months and to meet its obligations as they fall due. The financial statements have therefore been prepared on a going concern basis.

Unrestricted reserves at the year-end amounted to £6,528,975 (2022: £6,564,793). Of the total, £3,900,000 was designated to delivery of a new research strategy, which will be taken forward by a new Head of Research from January 2024. A further £460,000 remains designated for equipment replacement and infrastructure development, which will include improvements to the Head Office building and the subsidy of new posts to strengthen our staffing infrastructure as we work to grow additional income. In accordance with the preference (but not instruction) of a legacy donor, £5,062 was designated by the Board of Trustees to outreach work in the West Yorkshire area.

General funds totalled £2,140,977 (2022: £2,081,887) against a Reserves Policy requirement of £1,918,887 at the year end. The surplus will support the delivery of the new Theory of Change framework and the expansion of our services in the period 2023 – 2026.

70 Our finances

Glaucoma UK Annual Report 2022-23

71

Investment policy and performance

The charity’s assets are invested in the Rathbone Core Investment Fund for Charities, with management delegated to Rathbone Investment

Management Ltd. A total return approach is adopted for the portfolio and withdrawals can be comprised of physical income and/or capital gain.

Our Investment Policy is:

Responsibility for monitoring the performance of the investment

portfolio is delegated to the Finance and Governance Committee and performance benchmarks are reviewed with the fund managers on an annual basis.

The total value of our investment portfolio at the year-end was £6,860,720, a reduction of £192,054 on the previous year. A total of £167,503 in dividends was reinvested into the portfolio and a drawdown of £225,476 was made in December 2022, to support cashflow during a period of legacy income delays. This resulted in realised losses of £7,710 during the year, with unrealised losses totaling £124,368. The portfolio underperformed against the composite index benchmark, returning 0.2% versus the benchmark of 1.4%. The trustees are aware of the ongoing uncertainty relating to inflation and the potential for a recession and this has been taken into account in a review of the Investment Policy for the year 2023-24. Despite the extreme conditions of the last 3 years, the investment managers remain confident that our target total return of inflation plus 3% can be achieved over the longer term.

Governance and leadershi

Glaucoma UK Annual Report 2022-23

74 Governance and leadership

75

Trustees, advisors and staff

The trustees (who are also directors under company law) are:

Chief Executive and Joanne Creighton Company Secretary Company Number 1293286 Charity Number 274681 OSCR Number SC041550 Registered office & Woodcote House, 15 Highpoint Business operational address Village, Henwood, Ashford, Kent, TN24 8DH www.glaucoma.uk Bankers Barclays Bank plc, 1 Churchill Place, London, E14 5HP CAF Bank Ltd, 25 Kings Hill Avenue, Kings Hill, Kent, ME19 4JQ HSBC Bank plc, Camberwell Green, 23 Denmark Hill, London, SE5 8RP Auditors Xeinadin Audit Limited, 12 Conqueror Court, Sittingbourne ME10 5BH Investment Managers Rathbone Investment Management Ltd, 8 Finsbury Circus, London, EC2M 7AZ

Professor Anthony King Chair Company Number Charity Number Mr Stephen Epstein Vice Chair (Chair, Finance & Governance Committee) OSCR Number Mr Prabhakar Sundaresan Hon Treasurer (Finance & Governance Committee) Registered office & Miss Winifred Nolan Chair, Clinical Advisory Panel operational address Dr Susan Blakeney (Finance & Governance Committee) Mrs Teresa Borsuk (Finance & Governance Committee) Bankers Dr Roxanne Crosby-Nwaobi Mr Julian Exeter Dr Cecilia Fenerty Mrs Yolanda Laybourne (Finance & Governance Committee) Professor Roshini Saunders Mr Raymond Spendiff (Finance & Governance Committee) Auditors Mr Christopher Hunton (co-opted) Investment Managers

Glaucoma UK Annual Report 2022-23

76 Governance and leadership

77

Structure and management

Glaucoma UK is the operating name of the International Glaucoma Association Ltd, which was incorporated on 15 July 1976 and registered as a charity on 20 December 1977. As Glaucoma UK is both a charity and a company limited by guarantee, all board members are directors for the purposes of company law and trustees for the purposes of charity law.

The objects of the charity are defined by its Articles of Association (last updated in 2015), which also set out trustees’ powers and the permitted activities of the charity.

Following a review of the Articles of Association in 2021, consultation was undertaken with voting members about changing the constitution from that of a membership charity to an association model. Although the majority view was in favour of the change, the response rate was very low and there were strong views against. After further debate and consultation with those against the changes, the Board of Trustees announced the decision to maintain the membership model at the Annual General Meeting in March 2023. The Articles of Association will instead be updated during the coming year to modernise the language, improve readability and ensure they remain relevant as the charity celebrates its 50th anniversary in 2024.

The Board and committees

The Board comprises a maximum of 15 trustees, of whom up to 12 are elected by the members and a further three may be co-opted.

The current Board comprises people living with glaucoma, those with close family connections with the condition and others with backgrounds in ophthalmology, nursing, optometry, finance and business. Trustees retire after serving a three-year term but are eligible for re-election to a maximum of nine years’ service. Those serving prior to the 2023 AGM are entitled to serve for a maximum of twelve years. Board meetings take place 4 times a year on either a face-to-face, virtual or hybrid basis.

There is one sub-committee: the Finance and Governance Committee, which has delegated responsibility to oversee finance, investments, risk management and policy. Consisting of six trustees, the committee meets quarterly in advance of each Board meeting and on an ad-hoc basis, should the need arise.

The charity also has a Clinical Advisory Panel (CAP) to advise on clinical matters. The chair of the CAP oversees the award of research grants.

Glaucoma UK Annual Report 2022-23

78 Governance and leadership

79

Statement of public benefit

Trustee recruitment and training

Operating responsibility

Day-to-day responsibility for delivering services and achieving strategic and financial aims within organisational policies and the law is delegated to the Chief Executive, supported by the Senior Management Team.

When appointing new Board members, trustees have regard to any skills or knowledge gaps and seek candidates to meet those needs. Due consideration is also given to diversity and the need to ensure that the Board appropriately represents the communities served by the charity. New trustees are sought using existing networks, advertising or professional recruitment agencies, as required. Candidates are interviewed by a sub-committee of trustees, followed by a meeting with the Chair and an invitation to meet the full Board at a Board meeting.

Glaucoma UK exists to raise awareness of the risks of glaucoma, support people to live well with the condition and fund research into the causes, prevention and treatment of the disease.

When reviewing the charity’s objectives and planning future activities, the trustees refer to Charity Commission guidance on public benefit and can confirm that all Glaucoma UK’s activities are undertaken to further our charitable purposes for public benefit, in accordance with Section 17 of the Charities Act 2011.

A Trustee Handbook sets out trustee roles and responsibilities. A personalised induction is provided for all new trustees, including a charity overview and briefings on finance, fundraising, support, services and communication. Direction is also provided on the Charity Commission Guidance, ‘The Essential Trustee’ and trustees are required to undertake ‘Understanding Governance’ training within 6 months of joining the Board. Ongoing training is provided as required, including attendance on external courses or participation in internal workshops and briefings.

Glaucoma UK Annual Report 2022-23

80 Governance and leadership

81

Risk management and internal control

Overall responsibility for the charity’s risk management lies with the Board of Trustees, with formal assessment and review delegated to the Finance and Governance Committee. A risk register is submitted by the Chief Executive on a quarterly basis which identifies current and new risks, rates each in terms of likelihood and probability and identifies appropriate controls and mitigations.

The trustees have assessed the major risks to which Glaucoma UK is exposed as follows:

Lack of income diversity and heavy reliance on legacy gifts With legacy gifts representing 69% of our total income in the year 2022-23, the need to diversify funding sources remains a key priority for the charity. In mitigation, the following measures are in place:

Investment failure

All investments are at risk of sustained and long-term fall in value of funds held in stock markets. The Board of Trustees seeks to offset risks to its investment holdings in the following ways:

Compromised IT systems and cyber security failure

In response to increasing levels of cybercrime in the UK and a tightly regulated data protection environment, the following mitigations are in place:

Glaucoma UK Annual Report 2022-23 83

82 Governance and leadership

Remuneration policy

The trustees consider the Board of Trustees and the Chief Executive as comprising the key management personnel, in charge of directing, controlling and operating the charity on a day-today basis.

All trustees give of their time freely and no trustee remuneration was paid in the year. Trustees are required to disclose all relevant interests and withdraw from decisions where a conflict of interest arises. The pay of the charity’s Chief Executive is reviewed annually by the Board Chair and Finance and Governance Committee. The Chief Executive reviews all other staff salaries annually and makes recommendations to the Board as part of the annual budget setting process.

When setting salaries, trustees are guided by a remuneration policy that considers factors such as pay comparability (benchmarked within our own sector but also referencing public and private sector pay increase estimates), affordability, sustainability, and appropriateness. Glaucoma UK aims to set salaries at a level where the ratio between the highest and lowest fulltime equivalent is below 4.5:1 and the ratio between the highest and median (midpoint) salary is less than 3.5:1. As at 1 August 2023 these ratios were 3.4:1 and 2.3:1 respectively.

Statement of trustee responsibilities

The trustees are responsible for preparing the Trustees’ Annual Report including the strategic report and financial statements in accordance with applicable law and United Kingdom accounting standards (UK generally accepted accounting practice).

Company law requires the trustees to prepare financial statements which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure of the charitable company for that period. In preparing these financial statements, the trustees are required to:

Glaucoma UK Annual Report 2022-23

84 Governance and leadership

85

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time, the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

In so far as the trustees are aware:

The Trustees’ Annual Report is approved by order of the Board of Trustees, and the Strategic Report (included therein) is approved by the Board of Trustees in their capacity as directors, in their meeting on 30 November 2023, and signed on its behalf by

Professor Anthony King Chair

Independent Auditors, Report

Glaucoma UK Annual Report 2022-23 89

88 Independent auditors’ report

Independent auditors’ report

We have audited the financial statements of The International Glaucoma Association Limited for the year ended 31 July 2023 on pages 88 to 109. The financial reporting framework that has been applied in their preparation is applicable law and FRS 102 (effective January 2015), as well as the Statement of Recommended Practice for Charities (effective January 2015).

no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Respective responsibilities of trustees and auditors

As explained more fully in the Trustees’ Responsibilities set out on page 37, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view.

This report is made solely to The International Glaucoma Association’s members and Board of Trustees, as a body, in accordance with Section 144 of the Charities Act 2011, and regulations made under Section 154 of that Act, as well as Section 44 (1) ( c ) of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006. Our audit work has been undertaken so that we might state to the charitable company’s members and Council of Management those matters we are required to state to them in an auditors’ report and for

We have been appointed as auditors under Section 44 (1) ( c ) of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 and report in accordance with regulations made under those Acts.

Our responsibility is to audit and express an opinion on the financial

statements in accordance with applicable law and International Standards on Auditing (UK and Ireland). Those standards require us to comply with the Auditing Practices Board’s Ethical Standards for Auditors.

Scope of the audit of the financial statements

An audit involves obtaining evidence about the amounts and disclosures in the financial statements sufficient to give reasonable assurance that the financial statements are free from material misstatement, whether caused by fraud or error. This includes an assessment of whether the accounting policies are appropriate to the charitable company’s circumstances and have been consistently applied and adequately disclosed; the reasonableness of significant accounting estimates made by the trustees; and the overall presentation of the financial statements. In addition, we read all the financial and nonfinancial information in the Trustees’ Annual Report to identify material inconsistencies with the audited financial statements and to identify any information that is apparently materially incorrect based on, or materially inconsistent with, the knowledge acquired by us in the course of performing the audit. If we become aware of any apparent material misstatements or inconsistencies, we consider the implications for our report.

We achieved this by carrying out the following:

Glaucoma UK Annual Report 2022-23

90 Independent auditors’ report

91

Opinion on financial statements

In auditing the financial statements, we have concluded that the trustees/ directors’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the entity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees/directors with respect to going concern are described in the relevant sections of this report.

In our opinion, the financial statements:

44 (1) ( c ) of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters where the Companies Act 2006, the Charities Act 2011 and the Charities Accounts (Scotland) Regulations 2006 requires us to report to you if, in our opinion:

Nicholas Hume

For and on behalf of Xeinadin Audit Limited,

Registered Auditors 12 Conqueror Court, Sittingbourne ME10 5BH Eligible to act as an auditor in terms of Section 1212 of the Companies Act

Financial statements for the year ended 31 July 2023 Glaucoma UK (the operating name of the International Glaucoma Association Limited). Charity No. 274681, in Scotland No. SC041550. Company No. 1293286

94 Financial statements for the year ended 31 July 2023

Financial statements for the year ended 31 July 2023 95

Statement of financial activities

incorporating an income and expenditure account

Note
Income
Donations, Legacies and Subscriptions
2
Investment income
3
Charitable activities
Professional Engagement
4
Christmas cards and glaucoma aids
4
Other income
4
Grants
4 & 5
Total income
Expenditure on:
Raising funds
Finance and support
Cost of generating funds
Expenditure on charitable activities
Glaucoma research
Patient information and support
Professional information and support
Campaigning and advocacy
Cost of glaucoma aids and equipment
Total expenditure
6
Realised losses on investment assets
12
Net Income
Unrealised losses on investment assets
12
Net incoming resources before transfers
7
Gross transfer between funds
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
For the year ended 31 July 2023		 Restricted
£
Unrestricted
£
2023
Total
£
2022
Total
£
38,016
1,446,630
1,484,646
1,671,388
38,024
143,714
181,738
144,749
87,975
-
87,975
-
-
6,858
6,858
4,654
-
2,178
2,178
6,561
10,484
-
10,484
14,471
174,499
1,599,380
1,773,879
1,841,823
11
22,603
22,614
19,516
-
198,825
198,825
122,819
11
221,428
221,439
142,335
137,507
316,428
453,935
431,240
3,317
690,928
694,245
676,492
72,578
187,204
259,782
159,655
5,932
113,848
119,780
63,241
823
3,220
4,043
6,142
220,168
1,533,056
1,753,224
1,479,106
-
(7,710)
(7,710)
-
(45,669)
58,614
12,945
362,717
(29,906)
(94,462)
(124,368)
(495,605)
(75,575)
(35,848)
(111,423)
(132,888)
-
-
-
-
(75,575)
(35,848)
(111,423)
(132,888)
1,594,377
6,564,793
8,159,170
8,292,061
1,518,802
6,528,945
8,047,747
8,159,171

All of the results above are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 18 to the financial statements.

Balance sheet
As at 31 July 2023
Note
Fixed assets
Tangible fxed assets
11
Investments
12
Total fxed assets
Current assets
Stock
13
Debtors
14, 21
Cash at bank and in hand
Liabilites
Creditors: amounts due within
one year
15, 20, 21
Net current assets
Total assets less current liabilites
Creditors: amounts due afer
more than one year
16, 21
Net assets
17
Funds
18
Restricted funds
Unrestricted funds
Designated funds
General funds
Total funds		 2023
£
2022
£
3,210
16,141
6,860,720
7,052,774
6,863,930
7,068,915
3,656
3,768
1,450,507
1,115,075
631,742
438,360
2,085,905
1,557,202
647,532
251,404
1,438,373
1,305,798
8,302,303
8,374,713
254,556
215,543
8,047,747
8,159,171
1,518,802
1,594,377
4,387,968
4,482,906
2,140,977
2,081,888
8,047,747
8,159,171
Charity No.274681
Scotland No.SC041550
Company No.1293286

Balance sheet

As at 31 July 2023

Approved by the board of trustees of the International Glaucoma Association Limited and signed on its behalf by Mr Raymond Spendiff, Trustee.

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Notes to the financial statements for the year ended 31 July 2023

96 Financial statements for the year ended 31 July 2023

97

Statement of cash flow

For the year ended 31 July 2023

Statement of cash fow
or the year ended 31 July 2023
Cashfows from operating activities:
Net cash provided by (used in) operating activities
Cashfows from investing activities
Dividends and interest from investments
Purchase of property, plant and equipment
Proceeds from sale of investments
Purchase of investments
Net cash provided by (used in) investing activities
Change in cash and cash equivalents in the reporting period
Cash and cash equivalents at the beginning of the reporting period
Cash and cash equivalents at the end of the reporting period
Increase/Decrease in cash balances
Reconciliation of net movement in funds to net cash fow from
Net movements in funds for the reporting period (as per the
statement of fnancial activities)
Adjustments for:
Depreciation
Dividends & interest from investments
Loss/(Proft) on sale of investments
(Increase)/Decrease in stocks
(Increase)/Decrease in debtors
Increase/(Decrease) in creditors
Net cash provided by (used in) operating activities
Analysis of cash and cash equivalents
Cash in hand
Investments Capital account		 2023
2022
(48,332)
(450,839)
181,738
144,749
-
(9,442)
225,476
-
(167,503)
(492,201)
239,711
(356,894)
191,379
(807,733)
441,094
1,248,827
632,473
441,094
191,379
(807,733)
operating activities
(111,423)
(132,888)
12,931
9,188
(181,738)
(144,749)
132,078
495,605
111
542
(335,432)
(806,842)
435,141
128,305
(48,332)
(450,839)
631,742
731		 438,360
2,734
632,473 441,094

Notes to the financial statements For the year ended 31 July 2023

the charity to have adequate resources to continue operating an effective service for at least 12 months ahead and to meet its obligations as they fall due. The financial statements have therefore been prepared on a going concern basis.

1. Accounting policies

a) The financial statements have been prepared under the historical cost convention, as modified by the revaluation of fixed asset investments, and in accordance with applicable accounting standards and the Companies Act 2006. They follow the recommendations in the Statement of Recommended Practice, Accounting and Reporting by Charities. The accounting standards policies have been prepared under Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and Republic of Ireland’ (United Kingdom Generally Accepted Accounting Practice) and SORP 2019. The Trustees confirm that the charitable company is a public benefit entity. The accounts are prepared in sterling pound and rounded to the nearest £1. The charity is a company limited by guarantee from 627 voting members incorporated on 15 July 1976 and registered as a charity on 20 December 1977. The objects of the charity are defined by its Articles of Association updated in March 2012. The International Glaucoma Association (IGA) is constituted both as a charity and as a company limited by guarantee and as such the members of its council are directors for the purposes of company law and trustees of the charity for the purposes of charity law. The powers of the council and the permitted activities of the association are described in its governing document, which is the Articles of Association. The International Glaucoma Association registered office is Woodcote House, 15 Highpoint Business Village, Henwood, Ashford, Kent, TN24 8DH. In assessing the charity’s status as a going concern, the trustees have considered a range of information in relation to the financial year ahead, including the recovery from the pandemic, the impact of the war in Ukraine on the UK economy, the charity’s cash resources and known liabilities. Although the macro-economic situation is volatile and deemed to pose some risk to fundraised income, corporate support and rising staff costs, the trustees consider

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

98 Notes to the financial statements for the year ended 31 July 2023

Notes to the financial statements for the year ended 31 July 2023

99

1. Accounting policies (continued)

reasonably accurate representation of the fair value. The gain or loss for the period is taken to the statement of financial activities. n) The fixed assets are held at cost less depreciation and any impairment. Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows:

at 85% of the expected value of the legacy when certain criteria are met and receipt is probable. Residual legacies that are over the material amount set by Glaucoma UK at £300,000 are recorded in the accounts at 100% once criteria is met and receipt is probable.

The support and governance costs are reapportioned by staff time as explained in note (i). The staff costs attributed to each activity are reviewed each year when the new budget is set.

Fixtures, fittings and equipment 20% Computers 33%

Items of equipment are capitalised where the purchase price exceeds £1,000. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisable value and value in use.

Support costs

Support costs
Cost of generating funds 15%
Expenditure on charitable activities
Research		 81%
4%

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

2. Voluntary income

2023
Restricted
£
2,567
-
35,449		 2022
Restricted
4,239
-
6,926		 2023
Unrestricted
£
253,461
14,649
1,178,520		 2022
Unrestricted
174,354
1,841
1,484,027		 2023
Total
£
256,028
14,649
1,213,969		 2022
Total
£
178,593
1,841
1,490,953
38,016 11,165 1,446,630 1,660,222 1,484,646 1,671,388
2023
Restricted
£
-
38,024		 2022
Restricted
-
33,072		 2023
Unrestricted
£
504
143,210		 2022
Unrestricted
79
111,598		 2023
Total
£
504
181,234		 2022
Total
£
79
144,670
38,024 33,072 143,714 111,678 181,738 144,749
activities
2022
Restricted
£
-
-
-
14,409		 2023
Unrestricted
£
-
6,858
2,178
-		 2022
Unrestricted
£
-
4,654
6,561
62		 2023
Total
£
87,975
6,858
2,178
10,484		 2022
Total
£
-
4,654
6,561
14,471
98,459 14,409 9,036 11,277 107,495 25,686
2023
Restricted
£
-
10,484
-		 2022
Restricted
£
-
15,551
(1,142)		 2023
Unrestricted
£
-
-
-		 2022
Unrestricted
£
62
-
-		 2023
Total
£
-
10,484
-		 2022
Total
£
62
15,551
(1,142)

** The National Lottery - Community fund has an underspend during the year 2022 which was paid back to the National Lottery

*** UKEGS (The UK and Éire Glaucoma Society) conference was held later in the year 2022 so the income was deferred

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

100 Notes to the financial statements for the year ended 31 July 2023

101 Notes to the financial statements for the year ended 31 July 2023

6. Total Expenditure

Staf costs (Note 8)
Research grants (Note 9)
Regional outreach & helpline
Glaucoma aids & equipment
Awareness events, PR, social media &
volunteering
AGM, annual lectures & trustee expenses
Fundraising
Premises & administration
Finance & professional
Expenditure
Finance & support reallocated
Expenses including Finance & Support
Governance reallocated
Total Expenditure		 Cost of
generating
funds
Patient
information
and support
Professional
information
and support
Campaigning
and advocacy
Glaucoma
research
Finance and
support
Governance
2023 Total
2022 Total
£
£
£
£
£
£
£
£
£
107,077
382,904
129,311
40,514
26,720
105,980
43,264
835,770
665,097
-
-
-
-
408,660
-
-
408,660
364,945
-
16,915
-
-
-
-
-
16,915
17,105
1,778
509
1,756
-
-
-
-
4,043
6,142
-
4,542
60,445
57,326
-
-
-
122,313
17,887
-
3,172
-
-
-
-
7,349
10,521
10,460
33,762
-
-
-
-
-
-
33,762
20,066
-
79,357
-
-
-
122,357
-
201,714
199,967
22,614
-
-
-
4,084
88,945
3,883
119,526
177,436
165,231
487,399
191,512
97,840
439,464
317,282
54,496
1,753,224
1,479,106
46,553
166,470
56,219
17,614
11,618
(317,281)
18,808
211,784
653,869
247,731
115,454
451,082
-
73,304
1,753,224
1,479,106
11,433
40,855
13,807
4,326
2,853
-
(73,304)
223,217
694,754
261,538
119,780
453,935
-
-
1,753,224
1,479,106

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

102 Notes to the financial statements for the year ended 31 July 2023

Notes to the financial statements for the year ended 31 July 2023

103

7. Net (outgoing)/incoming resources

This is stated after charging/crediting:

This is stated after charging/crediting:
2023 2022
£ £
Depreciation charge for the year - owned assets
Auditors’ remuneration:		 12,931 9,188
audit 4,300 2,270
other services 1,348 -
Trustees expenses 3,143 1,700
Investment managers fee 18,139 15,029

Trustees expenses represent the travel and subsistence costs of 7 trustees for 11 meeting £3,143 (2022: £1,700). Within 2023 some Trustees meetings were still held virtually.

During the accounting year unclaimed Trustees expenses totalled £1,050 (2022: £247).

8. Staff costs and numbers (continued)

The average weekly number of employees (full-time equivalent) during the year was:

Cost of generating funds
Patient information and support
Professional information and support
Campaigning and awareness
Research
Governance
Finance and support costs		 2023
No.
2022
No.
2.46
1.45
9.57
9.61
2.52
2.18
1.16
0.95
0.38
0.30
0.49
0.58
1.95
2.23
18.53
17.30

The actual number of staff (including part time and full time) at July 2023 was 26 (2022: 23) at year end.

Donations totalling £597 were received from Trustees (2022: £645).

No trustees received remuneration for their services during the financial year.

8. Staff costs and numbers

Staff costs were as follows:

2023
£		 2022
£
Salaries and wages 726,053 578,325
Social security costs 73,727 57,936
Pension contributions 35,990 28,836
835,770 665,097
Only one member of key management personnel earned £70,000 or more in the year.
2023		 2022
£ £
£60,000 - £70,000 0 1
£70,000 - £80,000 1 1

Only one member of key management personnel earned £70,000 or more in the year.

Pension contributions in respect of the above £60,000 full-time employee totalled £3,900 (2022: £4,805). NI contributions in respect of the above £60,000-£70,000 employee totalled £9,724 (2022: £12,640)

The calculated unspent staff holiday entitlement at year end was £14,430, (2022: £12,647).

The charity contributes to a Royal London defined contribution pension scheme for employees.

The Chief Executive Officer is the sole key management personnel having authority and responsibility for planning, directing and controlling the activities of Glaucoma UK.

The management remuneration policy considers the following factors:

cost of living, pay comparability, affordability, sustainability, and appropriateness. The ratio between the highest and lowest salary should be below 4.5:1 and the ratio between the highest and median (midpoint) salary below 3.5:1. As at 1 August 2023 these ratios were 3.4:1 and 2.3:1 respectively.

9. Grants Awarded

9. Grants Awarded
University College London’s Institute of Ophthalmology - Glaucoma UK
Chair Fund
Fight for Sight
Nottingham University Hospital NHS Trust*
University of Ulster
University of Edinburgh
Cardif University
London School of Hygiene and Tropical Medicine
Queens University Belfast
University of Plymouth
Moorfelds Eye Hospital NHS Foundation Trust
Anglia Ruskin University
Grants underspent by researchers		 2023
£
2022
£
73,389
65,523
22,433
1,500
-
57,301
-
99,910
-
45,271
49,293
98,000
24,760
-
99,328
-
48,287
-
96,082
-
10,000
-
(14,912)
(2,561)
408,660
364,945

These grants were awarded in accordance with the Glaucoma UK grants policy, and were awarded to fund research into the diagnosis and treatment of glaucoma.

The negative figure represents an underspend by researchers on grants awarded in previous years. Conflict of Interest - Grant

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

104 Notes to the financial statements for the year ended 31 July 2023

Notes to the financial statements for the year ended 31 July 2023

105

10. Taxation

The charity is exempt from corporation tax and income tax as all its income is charitable and applied for charitable purposes

11. Tangible fixed assets

11. Tangible fxed assets
Cost
At the start of the year
Additions in the year
Disposals in the year
At the end of the year
Depreciation
At the start of the year
Charge for the year
Disposals in the year
At the end of the year
Net book value
At the end of the year
At the start of the year
12. Investments
Rathbones Core Investments fund for charities
At 1st August 2022
Additions at historic cost
Disposal proceeds
Realised loses
Unrealised loses
Market value at the end of the year
Cash held as part of portfolio
Total		 Computer
equipment
£
37,185
-
-
Total
£
37,185
-
-
37,185 37,185
21,044
12,931
-		 21,044
12,931
-
33,975 33,975
3,210 3,210
15,887 15,887
2023
£
7,050,040
167,503
(225,476)
(7,710)
(124,368)		 2022
£
7,053,444
492,201
-
-
(495,605)
6,859,989
731		 7,050,040
2,734
6,860,720 7,052,774

12. Investments (continued)

Investment management costs were £18,139 (£15,029 - 2022)

Glaucoma UK Ltd, Glaucoma International Ltd, Glaucoma Europe Ltd, and Glaucoma Association Ltd are dormant companies historically held by Glaucoma UK (the operating name of the International Glaucoma Association Limited) in order to protect the company identity and to give future flexibility in terms of the charity name. International Glaucoma Association hold 100% of all the dormant companies.

Glaucoma UK Limited number 04323894 total shareholder funds £1. Glaucoma Europe Limited number 04591043 total shareholders funds £1. Glaucoma International Limited number 04323990 total shareholders funds £1. Glaucoma Association Ltd number 05316092 shareholders funds £1.

13. Stock

Goods for resale 2023
£
2022
£
3,656
3,768

14. Debtors

Trade debtors
Legacy debtors
Prepayments and accrued income
VAT debtor
Doubtful debt provision		 2023
£
18,956
1,315,702
115,849
-
-		 2022
£
38,823
1,084,911
20,807
3,597
(33,062)
1,450,507 1,115,075

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

106 Notes to the financial statements for the year ended 31 July 2023

107 Notes to the financial statements for the year ended 31 July 2023

15. Creditors: amounts due within one year

15. Creditors: amounts due within one year
Trade creditors
Obligations under grant agreements
Funds held as agent
Accruals & Deferred income
Vat & National Insurance liability		 2023
£
2022
£
65,276
43,173
282,884
123,857
32,205
24,514
264,469
59,690
2,698
171
647,532
251,404

Funds held as agent represent those held for UKPGS, for which Glaucoma UK provides administration and infrastructure support as shown in note 20.

16. Creditors: amounts due after one year

Obligations under grant agreements 2023
£
254,556		 2022
£
215,543
254,556 215,543

17. Analysis of net assets between funds

17. Analysis of net assets between funds
Tangible fxed assets
Investments
Net current assets
Creditors:
amounts falling due after more than one year
Net assets at the end of the year		 Restricted
funds
£
-
1,518,802
-
-		 Designated
funds
£
-
4,387,968
-
-
General
funds
£
3,210
953,950
1,438,373
(254,556)
Total
funds £
3,210
6,860,720
1,438,373
(254,556)
1,518,802 4,387,968 2,140,977 8,047,747

18. Movements in funds

Restricted funds:
Chair fund
North East fund
Research fund
Folkestone Fund
Children and Young people’s
Support fund
London fund
Scottish Optom fund
UK & Éire Glaucoma Society
Total restricted funds
Unrestricted funds:
Designated funds:
Income Endowment
Equipment Replacement and
Infrastructure Fund
Research investment fund
West Yorkshire Support
fund
Total designated funds
General funds
Total unrestricted funds
Total funds		 At the
start of
the year
£
1,494,729
13,076
8,929
3,733
8,784
7,577
9,321
48,228


Incoming
resources
£
49,709
-
36,815
-
-
-
-
87,975
Outgoing
resources
£
(76,772)
(3,261)
(45,744)
-
-
(5,990)
-
(88,401)
Other
gains and
losses
£
(29,906)
-
-
-
-
-
-
-

Transfers
£
-
-
-
-
-
-
-
-		 At the
end of the
year
£
1,437,760
9,815
-
3,733
8,784
1,587
9,321
47,802
1,594,377 174,499 (220,168) (29,906) - 1,518,802
22,906

460,000
4,000,000
-		 -
-
-
5,062		 -
-
(100,000)
-		 -
-
-
-		 -
-
-
-		 22,906
460,000
3,900,000
5,602
4,482,906
2,081,887		 5,062
1,594,318		 (100,000)
(1,433,056)		 -
(102,172)		 -
-		 4,387,968
2,140,977
6,564,793 **1,599,380 ** **(1,533,056) ** (102,172) - 6,528,945
8,159,170 **1,773,879 ** **(1,753,224) ** (132,078) - 8,047,747

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

108 Notes to the financial statements for the year ended 31 July 2023

109 Notes to the financial statements for the year ended 31 July 2023

18. Movements in Funds (continued)

intevening period, we have now developed new training courses for optometrists and other staff in optical practices. We are hoping to get this accredited by the GOC and roll out the training over the next two years.

Purposes of restricted funds

The Chair fund is used to fund the post of Professor of Ophthalmology for Glaucoma and Allied Studies at University College London.

The UKEGS fund comprises money for the work of the United Kingdom and Éire Society (UKEGS), a national scientific society that operates under the aegis of Glaucoma UK.

The North East fund was established following receipt of a legacy and is restricted to supporting our work in the North East of England.

The Research fund represents donations, charitable trust and legacies income received specifically to fund glaucoma research. The fund was drawn on throughout the year as detailed on Note 9.

The designated income endowment fund represents the donation of shares which form the basis of a stock market portfolio, which will eventually provide for the running costs of the association.

The Folkestone fund comprises legacy income restricted to work in Folkestone.

The designated Equipment Replacement and Infrastructure fund is held to cover the cost of equipment replacement, infrastructure development, premises costs and dilapidations.

The Children and Young People’s Support fund comprises income donated for services for young people affected by glaucoma and their families and carers. It aims to help us better understand their particular support needs and deliver appropriate services in response.

The designated Research Investment fund aims to produce a reliable income stream specifically to fund the charity’s research priorities in the years ahead.

The London fund is restricted to the London area, and has been used mainly for awareness raising and support work with BAME communities at greatest risk of glaucoma sight loss.

The West Yorkshire Support fund was set up by the trustees from a legacy our charity received which the legator expressed interest in the funds being used towards any general activities we have in the West Yorkshire area. This aligned with Glaucoma UK setting a new project this year for funds to be awarded for establishing or developing Glaucoma support groups in areas of greatest need or with greatest potential for impact.

The Scottish Optom training fund is charitable trust income earmarked for eye drop adherence training for optometrists across Scotland. Following delays due to Covid-19 and changes to the professional training landscape in the

19. Operating lease commitments

The charity had annual commitments at the year end under operating leases expiring as follows:

Property
2023 2022
£ £
Within one year 34,000 34,000
Within 1 - 2 Years - 34,000

20. Related parties

Included in Note 15 are funds due to related parties held for the UK Paediatric Glaucoma Society (UKPGS) of which we provide administration and infrastructure support. One Glaucoma UK Trustee is also a UKPGS trustee during the financial year.

Financial Statement of UKPGS
Income
Expenditure
Closing balance
Balance brought forward
Total funds held		 2023
£
2022
£
26,385
12,030
(18,694)
(10,093)
7,691
1,937
24,514
22,578
32,205
24,514

Included in Note 9 Grants awarded is a Related party transaction being grant awarded to Nottingham University Hospitals Trust for which Glaucoma UK Chairman Professor Anthony King will be the lead researcher. The balance outstanding to this grant is £57,301 which is the full grant awarded.

21. Financial Instruments

Financial Debt instruments
measure at amortised cost
Trade debtors
Legacy debtors
Prepayments and accrued income
VAT debtor
Doubtful debt provision
Financial instruments measured at
amortised cost
Trade creditors
Obligations under grant agreements
Funds held as agent
Accruals & Deferred income
Vat & National Insurance liability		 2023
£
18,956
1,315,702
115,849
-
-		 2022
£
38,823
1,084,911
20,807
3,597
(33,062)
1,450,507 1,115,075
65,276
537,440
32,205
264,469
2,698		 43,173
339,400
24,514
59,690
171
902,088 466,947

The total future minimum lease payment is £34,000

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK (the operating name of the International Glaucoma Association Limited)

Glaucoma UK Annual Report 2022-23 111

110 Financial statements

Glaucoma UK

Woodcote House 15 Highpoint Business Village Henwood Ashford Kent TN24 8DH Phone: 01233 64 81 64 Email: info@glaucoma.uk Website: glaucoma.uk

Glaucoma UK is the operating name of the International Glaucoma Association Limited. Charity registered in England and Wales No. 274681 and Scotland No. SC041550 Company Registered in England & Wales no. 1293286