Poblcj People Gwaith l 6Work Annual Report 2021 **2** ## **People and Work annual report 2021** ## Foreword I am writing this in May 2021. The last 12 months have been unprecedented, tragic for some. Throughout this period People and Work has continued to work for the people of The Rhondda and across Wales, though face to face contact has been restricted for long periods, with certain projects particularly affected. Some projects have been able to pivot to help in the Covid situation. Staff have embraced the working from home model, though it is recognised that a hybrid work model is needed for staff to fully operate and develop, going forward. We are now in a far better place in terms of the vaccine and covid infection rates and it is hoped that this improvement will continue. The economic situation is uncertain, but it must be recognised that there will be a fall out in terms of business failures, unemployment and particularly in available employment opportunities, especially for young people. Unemployment in The Rhondda has doubled in a year. People and Work recognises that employment is the key focus to improve people’s life chances. Education, training and support for people to get into the labour market and secure jobs are the key ingredients of our work. Financially, People and Work is in a good position at this point, with enough funding sources and research contracts secured. It remains to be seen how the funding landscape might change. People and Work also needs to work on its lobbying role, in developing relationships with, and persuading other organisations of, what is needed and what works, given its long experience. Gerard McHugh Chair, Board of Trustees www.peopleandwork.org.uk **3** ## Introduction People and Work seeks to make a difference through two core functions: - to promote the value of education and learning (for all age groups) as a tool for tackling inequalities and promoting employment, through a programme of community-based action research projects and social enterprise; and - to undertake commissioned research and evaluation work for the public and third sectors in Wales addressing inequalities in areas such as education (formal and informal), health and employment. People and Work’s self-generated action research and social enterprise work is funded through charitable trusts and funds. Earned income comes from commissioned research and evaluation work done for the public and voluntary sectors. Any surplus earned through the research and evaluation contracts goes into action research work that aims to build understanding of effective ways to tackle the causes and effects of poverty, especially in relation to education, health and employment outcomes. - Dr Duncan Holtom heads up the research team working with Rhodri Bowen, senior researcher, and Heather Pells. - James Hall heads up our project and partnership work working with James Watts-Rees, Tomas Jenkins, Rhian Edwards and Ethan Jones. - Natasha Burnell leads on social enterprise and environmental sustainability. - Ann Churcher manages our administration. - Sarah Lloyd-Jones is the director and works with our Trustees – Ged McHugh (Chairperson), Jan Huyton (Vice-Chairperson), Phil Watkins www.peopleandwork.org.uk **4** (Treasurer), Gareth Lewis, Christala Sophocleous, David Rees, Mary-Ann McKibben and Gordon Davies. When we wrote our last annual report it was hard to imagine that the COVID-19 lockdowns would continue for another year but, like most charities, we have adapted to the restrictions over the last year and focused on what we could do, rather than what we could not. We have all become used to working with Zoom and Teams and the whole team has been working from home for most of the last year. We are now making cautious steps towards opening up, planning new work with the community, meetings with partners and opening the Rhondda office. Our survival as a full team through this period has been greatly helped by the support of the Rank Foundation, which acted swiftly to support the sector, and we are very grateful to them. We are also grateful to the flexibility of the National Lottery Community Fund, that allowed us and our partners in the Llechi, Glo a Chefn Gwlad network to reshape our work to meet the restrictions imposed by lockdowns and the new community needs that emerged. Our work in the last year has focused on employment and community economic development, with a focus on sustainable development; mental health and wellbeing; supporting the voluntary and community sector in Wales, especially around evaluation; and digital exclusion. Inevitably these themes overlap and much of the work has been able to touch on all of the themes. The thread of ‘learning’ and developing the skills needed for communities and individuals to thrive has been woven through all the work and as we look forward to the next five years we are building on what we are learning. www.peopleandwork.org.uk **5** ## Employment and Community Economic Development In the last year we have started evaluations of three ESF funded programmes to support people in, or into, work: - In Ynys Môn the Expanding Môn’s Horizon’s programme targets people who are in low skilled or insecure work to build on their skills and find better work; - Skills @Work is an anti-poverty programme working in Cardiff, Newport and Monmouthshire with people who are in employment but have low skills; - The Journey2Work programme works to develop the employability of people who are economically inactive and/or long term unemployed in Newport, Cardiff and Monmouthshire. We have built on the research we did in 2019 on the employment and skill support needs of refugees and asylum seekers in Wales when we were commissioned by the Welsh Government to understand the local/regional labour market skill gaps and opportunities for refugees to increase their employment prospects within Wales. The report is available on the Welsh Government - - - - - website: https://gov.wales/restart refugee integration employer engagement opportunities In late 2020 we launched our own project to support people whose employment had been affected by the pandemic. The Green Light programme is supporting people in Rhondda who have ‘fallen through the gaps’ of employment support provision. There are no eligibility criteria and the project works with people in employment or not working. It has the flexibility to respond to individual needs and in the first six months has supported 35 people with needs as wide as gaining a CSCS card to be able to work on building sites, supporting someone who had held the same job for twenty years only to be made redundant during the first lockdown to write a CV and develop a job search strategy, and helping www.peopleandwork.org.uk **6** people tackle diverse barriers that get in the way of finding employment, such as accommodation, inability to go online and lack of confidence. One young person had been on an engineering apprenticeship until she was laid off during the first lockdown. Green Light helped her to find temporary work and kept supporting her until she found a new engineering apprenticeship. The project is delivered mainly by Tomas Jenkins, who has a trainee placement with People and Work funded by the Rank Foundation. Tomas is pursuing a qualification in counselling alongside his work. It is also secured a grant from Confused.com to fund support for the participants. Sustainable community economic development People and Work have employed three young community leaders from Rhondda over the last year, two of whom have been funded by the Rank Foundation’s Time to Shine programme, as part of the Llechi, Glo a Chefn Gwlad project. This project brings together nine partners from across Wales that each focus on community economic development and the foundational economy, whether it be place-based work to build enterprise and skills, supporting small local businesses and social enterprise, and/or tackling poverty and the exclusion experienced by carers. People and Work facilitate this project as well as our Rhondda work, being one of the partners, and throughout the last year we have met weekly, sharing experience and knowledge. Partners have responded to the pandemic by providing emergency and sustained community support, helping local businesses to survive and tackling the crisis facing young people’s employment in various ways, including three partners taking on Kickstart funded trainees in the Spring of 2021. People and Work is offering three Kickstart traineeships in Rhondda based on our work with digital inclusion, sport and fitness, and retail. We have continued to focus on skills development, particularly on coding skills and developing coding clubs for children and young people. During the lockdowns Ethan Jones developed an online platform via YouTube, to provide skills training in coding. www.peopleandwork.org.uk **7** ## https://www.youtube.com/channel/UC8_1xSsVRH4CJ9ndun8Cw7Q/featured ## **Rhondda Web** Our research with Building Communities Trust (BCT) and the Llechi, Glo a Chefn Gwlad partnership on how Welsh communities responded to the first lockdown[1] started to illustrate the impact of digital exclusion for people who were isolated at home, children who needed to access schoolwork online and people looking for jobs. This led to the development of the Rhondda Web project to develop people’s access to the skills, equipment and data they need to function online. We were successful in securing funding from the Moondance Foundation to enable Ethan to stay with People and Work after completing his Time to Shine leadership placement and, with additional funding from the Rank Foundation to buy equipment, he is now delivering Rhondda web, providing people with access to digital equipment and data and training on how to use them. ## **PIAS** The PIAS (Play it Again Sport) social enterprise aims to promote opportunities for people in Rhondda to become physically active by selling affordable sports kit and using the income generated to fund activities. PIAS has struggled this year both with sourcing donated sports clothing and kit (the main source was via collection bins in leisure centres and during the last year such centres have been closed or, when open, did not allow the bins) and with selling (the main outlet, Too Good to Waste in Ynyshir, was closed for much of the year). Nevertheless, the enterprise has continued to develop, focusing on its second aim of promoting sustainability and environmental changes. PIAS secured > 1 - A Community response to Covid 19 (peopleandwork.org.uk) Ymateb Cymunedau i Covid (peopleandwork.org.uk) www.peopleandwork.org.uk **8** additional funding from the climate action programme of the National Lottery Community Fund to buy an electric car and to establish a charging point in Rhondda which has been installed at . The car is being used to promote the use of electric vehicles, as well as providing transport for people to access fitness activities. Building on this theme, PIAS is supporting a group of local people interested in setting up a zero-waste shop in Rhondda, alongside a wellbeing centre that creates opportunities for people to get active. The aim is for the group to become independent over the next 18 months, leading a new Rhondda enterprise. ## **Shaping a new economy for Wales** We drew upon our research and partnership work, and also interviews with key stakeholders, to develop a think piece for the WCVA exploring the role of the voluntary sector in shaping a new economy for Wales, given the impact of Brexit an also the pandemic. ## Mental Health and Well-being Well-being has long been a key area of concern for People and Work. It provides a valuable framework for thinking about people and communities holistically as it includes mental and physical health, economic and social/emotional domains. We have long been clear that targeting only one or www.peopleandwork.org.uk **9** two of the domains is ineffectual and where possible our approach is to support all three. Poor mental and physical health, for example, form significant barriers to accessing good employment and good social and emotional support helps combat low self-confidence and the stresses of starting a new job, therefore all our project work is underpinned by an understanding of the importance of wellbeing. The rising incidence of poor mental health being seen in the community during the lockdown periods has prompted project staff to undertake specialist training in supporting conversations with people who are struggling and as identified above, one has started his training to become a counsellor. The research team has completed an evaluation of the CAMHS In-Reach to Schools pilot project for the Welsh Government. The study involved talking to schools and mental health services in three pilot areas in Wales. The reports can be accessed on the Welsh Government website: Cymraeg English. The research team also completed a Review of the evidence for all age mental health services (for the Welsh Government), intended to inform the development of mental health services for young people in wales. ## Working with the Welsh Voluntary Sector We continue to provide evaluation support to the Invest Local programme run by BCT. Starting in 2017 we are working over 10 years with BCT to support the 13 communities in the programme to capture the learning from the support and investment (£1million per community) that they are accessing. In 2020, the focus of the evaluation shifted to explore how communities and the programmes responded to the pandemic. This led to a jointly commissioned piece of research, by the Building Communities Trust and the Llechi, Glo a Chefn Gwlad partnership, which explored community responses to the pandemic, across seven Welsh counties (Bridgend, Cardiff, Gwynedd, Neath Port Talbot, Newport, Pembrokeshire and Wrexham. And work with Interlink exploring community responses in RCT. We have also, this year, completed an evaluation of a five-partner voluntary sector project aimed at tackling isolation and loneliness amongst older people in Powys. The partners were Credu Carers, Citizens Advice Powys, Age Cymru www.peopleandwork.org.uk **10** Powys, RVS and Accessibility Powys. Over three years they worked together to share learning and to build connections that benefit the older people they work with. Their aim was to develop a model of strengths-based, person-centred working and People and Work provided ‘critical friend’ and evaluative support alongside the project. Other evaluation work being done within the voluntary sector include the Creating Progress project run by Spectacle Theatre in Rhondda Cynon Taf; a ‘training the trainer’ programme being run across Wales by Community Music Wales; the Mamwlad project run by Care and Repair Powys and Age Cymru Powys; and a home support programme being run by Age Cymru West Glamorgan. People and Work facilitate the Talwrn network of voluntary sector leaders across Wales. The group have continued to meet every other month but meetings have been online. As well as sharing learning from our work, the group explores issues of relevance to the sector and is currently exploring processes around capturing the value of community work. The Llechi, Glo a Chefn Gwlad partnership[2] , convened by People and Work, grew from the discussions within Talwrn. It aims to develop the capacity of the partners and also to share our learning with the wider sector in Wales. The project is also providing 27 people with a valuable opportunity to spend a year working in their own community and build community development skills. ## Partnerships > 2 - Slate, Coal and Countryside Talwrn - Llechi, Glo a Chefn Gwlad Talwrn www.peopleandwork.org.uk **11** People and Work assumes partnership working in all its activities and much of this report reflects that – whether it be with research colleagues, social enterprises, local authorities or other third sector groups and networks. James Hall leads on this for the Rhondda work (through the Stronger Rhondda informal network) and also links in with some networks beyond the traditional third sector. In Rhondda James Watts-Rees, Natasha Burnell and James Hall are all on the Boards of other organisations as a way of sharing learning, resources and best practice. James Watts-Rees is on the Board of Spectacle Theatre, Natasha Burnell is on the organising committee of St. Anne’s Champions for Ynyshir (and helps organise things with others in the village) and James Hall is on the Boards of Create Your Space (Welcome to our Woods) and Cambrian Village Trust. James Hall also represents People and Work with networks convened by the Bank of England in Wales and Cardiff University Business School, and has been asked to contribute perspectives on the impacts of economic change in disadvantaged communities on a regular basis. He has also linked up one of the Business School professors and her students with Treorchy Chamber of Trade via its chairperson and there are now undergraduates and post-graduates basing some of their research into local economics on the transformation of Treorchy in recent years. ## Future proofing our systems The COVID crisis has placed a great deal of strain on a rather old IT system, whilst also making our online connectivity more important than ever. With support from the Rank Foundation, People and Work has been able to move from an office based server to a cloud based system that is secure and more robust. James Hall (who is the IT Manager) worked with our IT support specialists (BccIT) to move all our IT infrastructure and storage to the cloud (i.e. hosted off site). As well as the benefit of having IT provision that is updated in real time rather than every five years (with the associated capital costs), migration to the cloud means that People and Work can operate in any office or home with a secure internet connection. We have also migrated our Cardiff landline to a Voice Over Internet Protocol (VOIP) line, keeping our local number and this also does not require us to be in any particular location. This opens up www.peopleandwork.org.uk **12** a range of options for us to consider where our registered office is based in future (and this is likely to remain in Cardiff). ## Next steps We will be continuing to focus on employment, skills, well-being and sustainable development in the coming year, with a particular focus on place-based work and community economic development. Rhian Edwards, our leader on the Llechi, Glo a Chefn Gwlad project, is spending 2021 capturing how people of the Rhondda have experienced COVID-19 and the lockdowns. She is interviewing people and sharing their stories to build a strong picture of what has happened and what needs to happen now to build a stronger community going forward. The PIAS project will hopefully launch as an independent initiative this year, with continuing support from People and Work. We are hoping to build on the Green Light and Rhondda Web projects to develop a stronger skills base and promote local enterprise. We will also continue to work with partners from across Wales to build greater understanding of what works in promoting community economic regeneration. People and Work plan to produce a series of short papers to stimulate debate about the issues that we see from our work. - - LinkedIn organisation page: https://www.linkedin.com/company/people and - work unit Twitter: @PoblGwaith Facebook: www.facebook.com/pawu1984 www.peopleandwork.org.uk Pobl People Gwaith &Work 13 www.peopleandwork.org.uk Ch•rfty Il•g1•11•Oort Il•. 111211 PEOPLE AND WORK UNrr ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DEGEMBER 2020 PEOPLE AND WORK UNrr LEGAL ANDADMINISTRATIVE INFORMATION Dr C So&1￿• PGIthkn• G U Q•¥les J L HIiy1Qft GJMCH GOLtrrt M UcKlb DJA•ei 1*4pDlnt•d l FebN•ty 2031) IWnt•a l U*f¢h 2021) nt•(I l January 2021> 511211 Qiao9854 Unrf¢ 1 QLthpJ 14•9 lon4 PArf• Tow C¥r CF10 5HW lfid•p•nd•ftl •x*mlTh•f l)w•ll Olrltr L*1 lknk Str NP7 5NF 1 Br*• St••t NP2Q PEOPLEAND WORK UNIT PEOPLE AND WORK UNIT TRUSTEES. 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TheT¢u*M. •l•o lh• th•E*yB fkYtt* wrpo¥• olc•mparrrf l•rtT •nd wrb•d thTrng V* rnr up tr• Ihé dfvl* d slon•tui• ¢1 th• •l•lw*rt• AC IAeCalhr P G Iltsiklns GBtkneJ JLHwon OJMCM IR•GWd 18AumAt 202L¥) IReswd 3 FOW 2020) lswoiniod 1 Fotsithry 21y11) {A4porthl 1 Marth 2021) 1*4pwi•d 1 J•ftu*y 2D211 G D Lèwts OJRM• PEOPLEAND WORK UNIT TRUSTEES, REPORT(INCLUDING tXRECTORS' REPORT ICONTINUED)) FOR THE YEAR eNDa> Jf DECEal8ER 2020 OJLf 71)•e•thr 2W) r&* te feww th￿ Ihoi TN• from t>Y* b trn• •Kftht • nwnb•r èlv •rfh•r k4 Nl a c•swl orty way ol addltaYA ts the Gch•mth9 8th, provmltid that the nwl Glfi￿ M••kn9, h• *X •hal Ilxn b• •baty• for rMkn#6on •f th• truii8e• •ny t¥Y*￿• £1 ￿ lh2 a4￿1 of a up. Peh. No￿0 B¥rr41 I•ou• on •*xlal •nvlrtyhm•Y•l fW•Ch•opernon). Pllrf I*Lkln• rrmluw). Gar•ih L*Ats, ChriJt•a Sop1￿￿￿•, Rw•. 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R•pUti￿ ty c￿￿1 no¢ b••n PEL••FCA Lk¥Jen Hous• NP7 5Ntr D•l•*. 11 ju￿ 2021 PEOPLE AND WORK UNIT STATEMENT OF FINANCIAL AcnvmES INCLUDING INCOME AND EXPENDrruRE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2020 nd• 20 lund• 2920 luThai 2019 lund• 2019 2019 0gn•lw• Jn4 W¢ 287.•10 247.•lQ 139,5G4 4.Q26 10.693 97.4C4 1M.$52 130,SQ4 I￿.552 954 In¥wtrnents 10.893 13.103 13.10> Tolal In¢om• 143.530 298.Jg3 441413 197,506 110.511 308.017 160.aKI 252.132 411999 20a.174 3Q5.623 Ne1Fin￿lI0s￿) on In￿1¥¥ni• 11 1J73 1273 N•1 ffv••m•rt th fvnd8 (18,440) 46.751 30.311 110.195) 13,062 3.667 FUNI at 1 Jlnkwrf 2020 94.789 23.747 110.510 104.964 114.049 Fund balane•• At 31 O•o•mb•r 2020 78,329 70.4Y8 14&V27 94,769 23.747 118.516 PEOPLE AND WORK UNIT BALANCE SHEET AS AT31 DECEA18ER 2020 2020 Flx•d •M• 12 1.1aB 20.715 21.81? 21M12 21.901 14 33,1n 103,423 C•th at knj 69,245 47,111 138.95 IOB,358 ¢)ro• y••r (9.W) 127215 96.615 kn¢•ffl• fund• 16 Urmmcted 7D.496 23.747 148A27 kl 21x8, Ir* tre ￿ar erO•d 31 Dv4Ythr 2fixt. Th¢ TnJ•lMrf Ih•r tor 1*01 thvty keep> t££OLtntrry recordi ¢ryty Wilh s•thJTr 386 Of th• and fgr Wep•￿TrA gh• • true and l* ¥1￿ rf Ihe sw• •P•n ol oJmp•ry lh• •nd of Sle t,no￿￿ y•v •rrt rf 111 hccxfvnq r•gwrc•• ￿ wpllc*¢fj ol rnwe••. lrfWlno h *icom• •nd far thè rM￿ne4•1 y••r In T*th thè requirwn•nts ol GJIW io- PEOPLEAND WORK UNIT NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEAIBER 2020 A¢¢•uMltyi polbol•• Ch•rlty Inlorma*¥n P•¢p* •r￿ Ur*i kn • pr*•t• ¢4XWiy l*nll•(l * oiw•ryl•• Ewd WJlè& Th• rnBi¥l¢rEd Ptss *na. Bute T¢p4ffl. Carfll. CF10 5HW. 1.1 A¢¢•¥fi* •ofiv•a¥on Companies 2006 and "knnling th1 Rep￿9 by Chaniles.. ol R•c￿￿rI￿￿W PiKbc• •PF4¢aoi4 ￿ than'a•J y¢ynng tw 4¢¢4yfiis in acctydaK4 Wrth th• Fl*¥ro H¢pvrtry Sianéaro applica￿ th th• UX •nd Repthc IFRS 1021" las ¥n•nd•d fof accoun Inxn l JarwJwy 207￿ The l• a Puwic Ben4rt as dttfin?d ty FRS 1QI Th• Chwty h41 ￿ •dv•n*g0 swavl•lM• ￿ lh• SQAP #i•n••• •9p￿￿O FAS t02 UpJ•b Buthekn 1 r¢t lo Fltr Al lh• l*M of th• Inanclal Vaknm•nts, th• TIvits•• h•w• • f•4i¢n*l• ty• 1J Ch•i)t•bl• lufid• l￿d$ ￿ wbjea lo sp•clP¢ •s to h¢M my wrp¢>M• 1A Incomlry rnJourEes In¢on• ty r•oogni••d wh¢n lh• Ch•fify 4• l•q)Ny ¢rtts¥•d Ety * aft•f ony pvf•fmarbc• o)n¢itw¥ b• inrt lh• ¢•n b• m•••kttd ielw. th•1 be Irx¢N• ttho appoi11th￿ on • Tw)oW• ts•d ••••lJ Jrn fjfiiw ffl•xurnd •t CO•1 lub••W•￿ ft}••9￿ •1 c¢•1 0¢ v•WJn, Depreu•tth li r•cowN•d 90 as lo wrrt• thl th• or ol 8u•l• f•u Onf t•lr on b•￿. 33.3% SF 11 PEOPLE AND WORK UNrr NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 310ECEM8ER 2020 A￿¥nU09 ￿NIhIl (epnlJnu•d) 1.7 Plx•rf asg¢t InY••trneftts Fixoo •wl Iftv•wn¢nto •r• •1 pi*• •￿￿￿1￿9 trvd•ctbn and suts•4upnty ai tsr v4lu• w. •ath rEPW date Chanoos n tslr PX¢4>71*1 in noi lj Cuh •nd u•h •4ul¥4lÈnts 1J Plo•nd•l In•trumerd Th• Chwty h•• •l•¢•d lo appty th• ol S•ctth 11 '8a•lo f4n•rKloi lftitrum¥nl•' 8sXIkn 12 'OIPw FmAnelAI Insknnts l#*Jea' ot FRS 102 10 al ol its trwclai In5¥WTh￿l￿ flnan¢141 *8••ts Tr•a• rJ•thtrJr• •r• lo P•y tr p)dg 0¢ th•1 h4%ty b••n •¢tyv•d h th• • y•w(Yl•ss. kbli li￿ arn rl¢rewlsod lh• £thLtU￿ •b&*ni e*0 Qr ￿ OKh•r9ud 1.111 Emp*w ben•fits 1.12 L•x•i 12. PEOPLE AND WORK UNrr NOTES TO IHE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 310EGEMBER 2020 th• wk•l¢n ol th• Ch•rW• D¢r•xnllng pp•cl¢•. Iho TnAt•*i w• r•qulr•d to m•k¢ wOo¢ments, otherf•unrn I￿1 arn Ccfflsitsed to Ix r¢lMnt mty diffef frwn the￿ estim* estknales rocD2nsod in Ihe p&lcd li wThlch is rEth5ed YtherE fv fV•tsk¥n onty mat 9¢r￿al Grnnt h¥om• 2020 Grants Tro￿bI• 287.990 97.41YJ rt¢•l¥•bl• lorcor• adivftS•• Th• R*r& FoundBi Cfvlts•n kn NKd Pen y CyrM*ld Nat*￿ Loll•ry i•rtoo Found* 57,K•J 17.9CQ 5.454 199,437 10.910 LS00 IAoondm F¢uThJ*)n 3.45Q 14,744 6,456 Qthw 146 2a7.990 97.416 139.S04 199.562 PEOPLEAND WORK UNrr NOTES TO THE FINANCIAL STATEAIENfs {COlmNUED) FOR THE YEAR ENDED 31 DECEIIBER 2020 6 Invmbn Ilfirn•trfÈi•d Unrn•ts*t•d od• 2019 14- PEOPLE AND WORK UNIT NOTES TOTHE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Ch•rttsbl• •atlv Fund•d R••••rnh 4nd Totsl 2020 2M• 2020 2020 131.799 1.106 1.32• 91278 317 1N.549 238.448 IVJ.093 O•pr•wlM •nd 11.307 12,a3S 91278 317 29.797 12.613 1.5 Pmlect CLryEs Acts'vty •fid tr•lTh Pmuflg. vaimory PhorA 1.361 $. lag 10.102 1.543 1•1 622 5.791 15.833 1.$43 SundM• 0.4 R•nl Tr4voI •rtP•nM• 5291 8.191 5.142 2.878 1246 1.633 4,02J 8,532 6.S32 11.￿1 252.132 142.09B 394.230 289283 15.156 3,elJ 10.156 Shw• al eoiti {M• fi￿• 6) 2S2.132 IIXI,•07 412.911 305.623 Anity•l# by lur Vrtr•4trth4 fund• R••trk*1 lynd• 20B.974 90.649 252.132 262,132 252.132 1eO.887 412,999 305.￿) F*Y Ihè y••r eThd•d JI D•¢emb•r 2019 XIA.•7a 96.649 R••lrKl•a IwKI• 95.649 649 208 974 15- PEOPLE AND WORK UNIT NOTES ro THE FINANCIAL STATEMENTS (coHllNUED) FOR THE YEAR ENDED 31 OECEAIBER 2020 Support ¢M Support GoY•rTrafi •0gt• PhM• 1,148 1.14 1.nJ 1.J39 1Q391 497 Re 8.440 3.813 3.013 1340 15.lbo J.61J 1Q769 18.340 15.158 3,813 18.789 11x340 • TnMt••• 1a. PEOPLE AND WORK UNtT P40TES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEAIBER 2020 10 Employ••• Numb•r ol •mploy••• Tho 4WJraoo monWI ot wfiplO>tos auiNJ y¢WWa& 2020 Prol¢ R¢•owch 24 2￿.?81 13.46S 24.201 163.313 15.620 238.448 190.093 11 N•1 OA In¥*MfflI• lund* 2019 17- PEOPLE AND WORK UNIT NOTES TO THE FINANCIAL STATEMEKrs {coKnNUED) FOR ThE YEAR ENDED JI DECEAI8ER 2020 12 7•nglb* ft4•d Co AE 1 Jnwy z020 17.741 17.747 Ai 1 2020 1.10J Al 31 Dfrt•nb•f 2tr20 17.747 C•ryFpq amovnt Al J? DgE•mb•f 2Q20 13 Flx•d a*••t Inv••lm•nt* 1 Jwwy 2020 20.715 21J512 cary￿ •fflounl At 31 lknb•r 2020 21.812 At 31 O•e•rnt¢r 2019 20,715 14 Dqtknr• Am•uM8 f•lllnq du• vrfthkn yw. 2020 2019 J3.1n 59240 18. PEOPLE AND WORK UNIT NOTES TO THE RNANCIAL STATEMENTS ICONTIHUED) FOR THE YEAR ENDEO 310ECEAI8ER 2020 15 Cndltorn. amoun1• l•lllng du• wlthln •fi• y•ar 202D 2019 9.741 16 h•lthl•d fvnd* fvnd• d th• ¢htrty Indud• rn•tr*t•d Imt b&l•r4•s ol ¥o¥•mwA In lund• 9.885 110.611 19D.049) 23.747 298,BB3 f2511321 7U.49a 17 An*•l• ol n•l••••l• b•t¥M•n funds Unrn•trl¢l•d Il••lrfel•d 2Q20 2020 Totsl Unm•tri*d A¢•trtde 2019 2015 2019 Fund b•l•d￿l ot 31 Drf•rt•r 2020 w• Tanofi)l• *Mall 21,112 21.612 20,710 Xi.715 Cucr*ni assetsl $8,717 70.498 127215 TJ.171 13.444 .615 78,329 70.491 148.J27 ,789 23.747 116.518 11 A•mun•rnllon ol k4y Tn• Tfft*4¢•¥¢m mwg•m•nl p•rnonn•l • M folb> 20X 2019 35,177 841 19- **Charity Registration No. 511211** **Company Registration No. 01809654 (England and Wales)** ## **PEOPLE AND WORK UNIT** # **ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS** **FOR THE YEAR ENDED 31 DECEMBER 2020** ## **PEOPLE AND WORK UNIT** ## **LEGAL AND ADMINISTRATIVE INFORMATION** |**Trustees**|Dr C Sophocleous|| |---|---|---| ||P G Watkins|| ||G B Davies|| ||J L Huyton|| ||G J McHugh|| ||G D Lewis|(Appointed 1 February 2021)| ||M McKibben|(Appointed 1 March 2021)| ||D J Rees|(Appointed 1 January 2021)| |**Secretary**|S Lloyd-Jones|| |**Charity number**|511211|| |**Company number**|01809654|| |**Registered office**|Unit 1 @Loudon|| ||Plas Iona|| ||Bute Town|| ||Cardiff|| ||CF10 5HW|| |**Independent examiner**|Dorrell Oliver Ltd|| ||Linden House|| ||Monk Street|| ||Abergavenny|| ||Monmouthshire|| ||NP7 5NF|| |**Bankers**|HSBC Bank plc|| ||1 Bridge Street|| ||Newport|| ||South Wales|| ||NP20 6UT|| ## **PEOPLE AND WORK UNIT** ## **CONTENTS** ||**Page**| |---|---| |Trustees' report|1 - 7| |Independent examiner's report|8| |Statement of financial activities|9| |Balance sheet|10| |Notes to the financial statements|11 - 19| ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT )** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ The Trustees present their report and financial statements for the year ended 31 December 2020. The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the Charity's Memorandum and Articles of Association , the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (as amended for accounting periods commencing from 1 January 2016) ## **Chair's Report** I am writing this in May 2021. The last 12 months have been unprecedented, tragic for some. Throughout this period People and Work has continued to work for the people of The Rhondda and across Wales, though face to face contact has been restricted for long periods, with certain projects particularly affected. Some projects have been able to pivot to help in the Covid situation. Staff have embraced the working from home model, though it is recognised that a hybrid work model is needed for staff to fully operate and develop, going forward. We are now in a far better place in terms of the vaccine and covid infection rates and it is hoped that this improvement will continue. The economic situation is uncertain, but it must be recognised that there will be a fall out in terms of business failures, unemployment and particularly in available employment opportunities, especially for young people. Unemployment in The Rhondda has doubled in a year. People and Work recognises that employment is the key focus to improve people’s life chances. Education, training and support for people to get into the labour market and secure jobs are the key ingredients of our work. Financially, People and Work is in a good position at this point, with enough funding sources and research contracts secured. It remains to be seen how the funding landscape might change. People and Work also needs to work on its lobbying role, in developing relationships with, and persuading other organisations of, what is needed and what works, given its long experience. ## **Objectives and activities** The charity's objects are the advancement of education by carrying out and/or assisting in carrying out research and study into social and economic problems for the benefit of the general public; additionally, to promote education in all matters related to community organisations. People and Work seeks to make a difference through two core functions: - to promote the value of education and learning (for all age groups) as a tool for tackling inequalities and promoting employment, through a programme of community-based action research projects; and - to undertake commissioned research and evaluation work for the public and third sectors in Wales addressing inequalities in areas such as education (formal and informal), health and employment. People and Work’s self-generated action research work is funded through charitable trusts and funds. Earned income comes from commissioned research and evaluation work done for the public and voluntary sectors. Any surplus earned through the research and evaluation contracts goes into action research work that aims to build understanding of effective ways to tackle the causes and effects of poverty, especially in relation to education, health and employment outcomes. - 1 - ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT (CONTINUED))** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **Achievements and performance** When we wrote our last annual report it was hard to imagine that the COVID-19 lockdowns would continue for another year but, like most charities, we have adapted to the restrictions over the last year and focused on what we could do, rather than what we could not. We have all become used to working with Zoom and Teams and the whole team has been working from home for most of the last year. We are now making cautious steps towards opening up, planning new work with the community, meetings with partners and opening the Rhondda office. Our survival as a full team through this period has been greatly helped by the support of the Rank Foundation, which acted swiftly to support the sector, and we are very grateful to them. We are also grateful to the flexibility of the National Lottery Community Fund, that allowed us and our partners in the Llechi, Glo a Chefn Gwlad network to reshape our work to meet the restrictions imposed by lockdowns and the new community needs that emerged. Our work in the last year has focused on employment and community economic development, with a focus on sustainable development; mental health and well-being; supporting the voluntary and community sector in Wales, especially around evaluation and digital exclusion. Inevitably these themes overlap and much of the work has been able to touch on all of the themes. The thread of ‘learning’ and developing the skills needed for communities and individuals to thrive has been woven through all the work and as we look forward to the next five years we are building on what we are learning. ## **Employment and Community Economic Development** In the last year we have started evaluations of three ESF funded programmes to support people in, or into, work: - In Ynys Môn the Expanding Môn’s Horizon’s programme targets people who are in low skilled or insecure work to build on their skills and find better work; - Skills @Work is an anti-poverty programme working in Cardiff, Newport and Monmouthshire with people who are in employment but have low skills; - The Journey2Work programme works to develop the employability of people who are economically inactive and/or long term unemployed in Newport, Cardiff and Monmouthshire. We have built on the research we did in 2019 on the employment and skill support needs of refugees and asylum seekers in Wales when we were commissioned by the Welsh Government to understand the local/ regional labour market skill gaps and opportunities for refugees to increase their employment prospects within - - Wales . The report is available on the Welsh Government website: https://gov.wales/restart refugee - - - integration employer engagement opportunities In late 2020 we launched our own project to support people whose employment had been affected by the pandemic. The Green Light programme is supporting people in Rhondda who have ‘fallen through the gaps’ of employment support provision. There are no eligibility criteria and the project works with people in employment or not working. It has the flexibility to respond to individual needs and in the first six months has supported 35 people with needs as wide as gaining a CSCS card to be able to work on building sites, supporting someone who had held the same job for twenty years only to be made redundant during the first lockdown to write a CV and develop a job search strategy, and helping people tackle diverse barriers that get in the way of finding employment, such as accommodation, inability to go online and lack of confidence. One young person had been on an engineering apprenticeship until she was laid off during the first lockdown. Green Light helped her to find temporary work and kept supporting her until she found a new engineering apprenticeship. The project is delivered mainly by Tomas Jenkins, who has a trainee placement with People and Work funded by the Rank Foundation. Tomas is pursuing a qualification in counselling alongside his work. It has also secured a grant from Confused.com to fund support for the participants. - 2 - ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT (CONTINUED))** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## _**Sustainable community economic development**_ People and Work have employed three young community leaders from Rhondda over the last year, two of whom have been funded by the Rank Foundation’s Time to Shine programme, as part of the Llechi, Glo a Chefn Gwlad project. This project brings together nine partners from across Wales that each focus on community economic development and the foundational economy, whether it be place-based work to build enterprise and skills, supporting small local businesses and social enterprise, and/or tackling poverty and the exclusion experienced by carers. People and Work facilitate this project as well as our Rhondda work, being one of the partners, and throughout the last year we have met weekly, sharing experience and knowledge. Partners have responded to the pandemic by providing emergency and sustained community support, helping local businesses to survive and tackling the crisis facing young people’s employment in various ways, including three partners taking on Kickstart funded trainees in the Spring of 2021. People and Work is offering three Kickstart traineeships in Rhondda based on our work with digital inclusion, sport and fitness, and retail. We have continued to focus on skills development, particularly on coding skills and developing coding clubs for children and young people. During the lockdowns Ethan Jones developed an online platform via YouTube, to provide skills training in coding. https://www.youtube.com/channel/UC8_1xSsVRH4CJ9ndun8Cw7Q/featured ## _**Rhondda Web**_ Our research with Building Communities Trust (BCT) and the Llechi, Glo a Chefn Gwlad partnership on how Welsh communities responded to the first lockdown started to illustrate the impact of digital exclusion for people who were isolated at home, children who needed to access schoolwork online and people looking for jobs. This led to the development of the Rhondda Web project to develop people’s access to the skills, equipment and data they need to function online. We were successful in securing funding from the Moondance Foundation to enable Ethan to stay with People and Work after completing his Time to Shine leadership placement and, with additional funding from the Rank Foundation to buy equipment, he is now delivering Rhondda web, providing people with access to digital equipment and data and training on how to use them. ## _**PIAS**_ The PIAS (Play it Again Sport) social enterprise aims to promote opportunities for people in Rhondda to become physically active by selling affordable sports kit and using the income generated to fund activities. PIAS has struggled this year both with sourcing donated sports clothing and kit (the main source was via collection bins in leisure centres and during the last year such centres have been closed or, when open, did not allow the bins) and with selling (the main outlet, Too Good to Waste in Ynyshir, was closed for much of the year). Nevertheless, the enterprise has continued to develop, focusing on its second aim of promoting sustainability and environmental changes. PIAS secured additional funding from the climate action programme of the National Lottery Community Fund to buy an electric car and to establish a charging point in Rhondda. The car is being used to promote the use of electric vehicles, as well as providing transport for people to access fitness activities. Building on this theme, PIAS is supporting a group of local people interested in setting up a zero-waste shop in Rhondda, alongside a well-being centre that creates opportunities for people to get active. The aim is for the group to become independent over the next 18 months, leading a new Rhondda enterprise. ## _**Shaping a new economy for Wales**_ We drew upon our research and partnership work, and also interviews with key stakeholders, to develop a think piece for the WCVA exploring the role of the voluntary sector in shaping a new economy for Wales , given the impact of Brexit and also the pandemic. - 3 - ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT (CONTINUED))** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **Mental Health and Well-being** Well-being has long been a key area of concern for People and Work. It provides a valuable framework for thinking about people and communities holistically as it includes mental and physical health, economic and social/emotional domains. We have long been clear that targeting only one or two of the domains is ineffectual and where possible our approach is to support all three. Poor mental and physical health, for example, form significant barriers to accessing good employment and good social and emotional support helps combat low self-confidence and the stresses of starting a new job, therefore all our project work is underpinned by an understanding of the importance of well-being. The rising incidence of poor mental health being seen in the community during the lockdown periods has prompted project staff to undertake specialist training in supporting conversations with people who are struggling and as identified above, one has started his training to become a counsellor. The research team has completed an evaluation of the CAMHS In-Reach to Schools pilot project for the Welsh Government. The study involved talking to schools and mental health services in three pilot areas in Wales. The reports can be accessed on the Welsh Government website : Cymraeg English . The research team also completed a review of the evidence for all age mental health services (for the Welsh Government), intended to inform the development of mental health services for young people in wales. ## **Working with the Welsh Voluntary Sector** We continue to provide evaluation support to the Invest Local programme run by BCT. Starting in 2017 we are working over 10 years with BCT to support the 13 communities in the programme to capture the learning from the support and investment (£1million per community) that they are accessing. In 2020, the focus of the evaluation shifted to explore how communities and the programmes responded to the pandemic. This led to a jointly commissioned piece of research, by the Building Communities Trust and the Llechi, Glo a Chefn Gwlad partnership, which explored community responses to the pandemic across seven Welsh counties (Bridgend, Cardiff, Gwynedd, Neath Port Talbot, Newport, Pembrokeshire and Wrexham. And work with Interlink exploring community responses in RCT. We have also, this year, completed an evaluation of a five-partner voluntary sector project aimed at tackling isolation and loneliness amongst older people in Powys. The partners were Credu Carers, Citizens Advice Powys, Age Cymru Powys, RVS and Accessibility Powys. Over three years they worked together to share learning and to build connections that benefit the older people they work with. Their aim was to develop a model of strengths-based, person-centred working and People and Work provided ‘critical friend’ and evaluative support alongside the project. Other evaluation work being done within the voluntary sector include the Creating Progress project run by Spectacle Theatre in Rhondda Cynon Taf; a ‘training the trainer’ programme being run across Wales by Community Music Wales; the Mamwlad project run by Care and Repair Powys and Age Cymru Powys; and a home support programme being run by Age Cymru West Glamorgan. People and Work facilitate the Talwrn network of voluntary sector leaders across Wales. The group have continued to meet every other month but meetings have been online. As well as sharing learning from our work, the group explores issues of relevance to the sector and is currently exploring processes around capturing the value of community work. The Llechi, Glo a Chefn Gwlad partnership , convened by People and Work, grew from the discussions within Talwrn. It aims to develop the capacity of the partners and also to share our learning with the wider sector in Wales. The project is also providing 27 people with a valuable opportunity to spend a year working in their own community and build community development skills. - 4 - ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT (CONTINUED))** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **Financial review** The results for People and Work are as shown in the Statement of Financial Activities. The trustees have reviewed the charity's need for reserves in line with guidance issued by the Charity Commission. A policy has been established whereby the unrestricted funds not committed or invested in tangible fixed assets (free reserves) should be between two and three months unrestricted expenditure. At this level, the trustees feel they would be able to continue the current activities of the charity in the event of a significant delay in funding. The Trustees have assessed the major risks to which the Charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks. ## **Future proofing our systems** The COVID crisis has placed a great deal of strain on a rather old IT system, whilst also making our online connectivity more important than ever. With support from the Rank Foundation, People and Work has been able to move from an office based server to a cloud based system that is secure and more robust. James Hall (who is the IT Manager) worked with our IT support specialists (BccIT) to move all our IT infrastructure and storage to the cloud (i.e. hosted off site). As well as the benefit of having IT provision that is updated in real time rather than every five years (with the associated capital costs), migration to the cloud means that People and Work can operate in any office or home with a secure internet connection. We have also migrated our Cardiff landline to a Voice Over Internet Protocol (VOIP) line, keeping our local number and this also does not require us to be in any particular location. This opens up a range of options for us to consider where our registered office is based in future (and this is likely to remain in Cardiff). ## **Next steps** We will be continuing to focus on employment, skills, well-being and sustainable development in the coming year, with a particular focus on place-based work and community economic development. Rhian Edwards, our leader on the Llechi, Glo a Chefn Gwlad project, is spending 2021 capturing how people of the Rhondda have experienced COVID-19 and the lockdowns. She is interviewing people and sharing their stories to build a strong picture of what has happened and what needs to happen now to build a stronger community going forward. The PIAS project will hopefully launch as an independent initiative this year, with continuing support from People and Work. We are hoping to build on the Green Light and Rhondda Web projects to develop a stronger skills base and promote local enterprise. We will also continue to work with partners from across Wales to build greater understanding of what works in promoting community economic regeneration. ## **Structure, governance and management** The Charity is a company limited by guarantee and does not have any share capital . The Trustees, who are also the directors for the purpose of company law, and who served during the year and up to the date of signature of the financial statements were: Dr C Sophocleous A C McCaffer (Resigned 16 August 2020) P G Watkins G B Davies J L Huyton G J McHugh R Robinson (Resigned 3 February 2020) G D Lewis (Appointed 1 February 2021) M McKibben (Appointed 1 March 2021) D J Rees (Appointed 1 January 2021) - 5 - ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT (CONTINUED))** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ G J Lewis (Resigned 7 December 2020) Unless otherwise determined by a General Meeting, the numbers of the members of the Governing Body shall not be fewer than six or more than thirty. The Governing Body shall from time to time appoint a member of the Governing Body, either to fill a casual vacancy or by way of addition to the Governing Body, provided that the prescribed maximum is not thereby exceeded. Any member so appointed shall retain their office until the next Annual General Meeting, but he or she shall then be eligible for re-election. None of the trustees has any beneficial interest in the company. All of the trustees are members of the company and guarantee to contribute £1 in the event of a winding up. Dr Duncan Holtom heads up the research team working with Rhodri Bowen, senior researcher, and Heather Pells. James Hall heads up our project and partnership work working with James Watts-Rees, Tomas Jenkins, Rhian Edwards and Ethan Jones. Natasha Burnell leads on social enterprise and environmental sustainability. Sarah Lloyd-Jones is the director and works with our Trustees – Ged McHugh (Chairperson), Jan Huyton (Vice-Chairperson), Phil Watkins (Treasurer), Gareth Lewis, Christala Sophocleous, David Rees, Mary-Ann McKibben and Gordon Davies. Ann Churcher is the administrator. ## **Partnerships** People and Work assumes partnership working in all its activities and much of this report reflects that – whether it be with research colleagues, social enterprises, local authorities or other third sector groups and networks. James Hall leads on this for the Rhondda work (through the Stronger Rhondda informal network) and also links in with some networks beyond the traditional third sector. In Rhondda James Watts-Rees, Natasha Burnell and James Hall are all on the Boards of other organisations as a way of sharing learning, resources and best practice. James Watts-Rees is on the Board of Spectacle Theatre, Natasha Burnell is on the organising committee of St. Anne’s Champions for Ynyshir (and helps organise things with others in the village) and James Hall is on the Boards of Create Your Space (Welcome to our Woods) and Cambrian Village Trust. James Hall also represents People and Work with networks convened by the Bank of England in Wales and Cardiff University Business School, and has been asked to contribute perspectives on the impacts of economic change in disadvantaged communities on a regular basis. He has also linked up one of the Business School professors and her students with Treorchy Chamber of Trade via its chairperson and there are now undergraduates and post-graduates basing some of their research into local economics on the transformation of Treorchy in recent years. There are no related parties. - 6 - ## **PEOPLE AND WORK UNIT** ## **TRUSTEES' REPORT(INCLUDING DIRECTORS' REPORT (CONTINUED))** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ The Trustees' r eport was approved by the Board of Trustees. ## **G J McHugh** Trustee Dated: 11 June 2021 - 7 - ## **PEOPLE AND WORK UNIT** ## **INDEPENDENT EXAMINER'S REPORT** ## **TO THE TRUSTEES OF PEOPLE AND WORK UNIT** I report on the financial statements of the Charity for the year ended 31 December 2020, which are set out on pages 9 to 19. ## **Respective responsibilities of Trustees and examiner** The Charity’s Trustees, who are also the directors of People and Work Unit for the purposes of company law, are responsible for the preparation of the accounts. The Trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination being a qualified member of the Institute of Chartered Accountants in England and Wales. Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to: - (i) examine the financial statements under section 145 of the 2011 Act; - (ii) to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and - (iii) to state whether particular matters have come to my attention. ## **Basis of independent examiner's report** My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the financial statements present a ‘true and fair view’ and the report is limited to those matters set out in the next statement. ## **Independent examiner's statement** In connection with my examination, no matter has come to my attention: - (a) which gives me reasonable cause to believe that in any material respect the requirements: - (i) to keep accounting records in accordance with section 386 of the Companies Act 2006; and - (ii) to prepare financial statements which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities; - have not been met or - (b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached. P E Lea FCA Dorrell Oliver Ltd Chartered Accountant Linden House Monk Street Abergavenny Monmouthshire NP7 5NF Dated: 11 June 2021 - 8 - ## **PEOPLE AND WORK UNIT** ## **STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ |**Unrestricted**
**Restricted**
**funds**
**funds**
**2020**
**2020**
**Notes**
**£**
**£**
**Income and endowments from:**
Donations and legacies
**3**
-
287,990
Charitable activities
**4**
139,504
-
Investments
**5**
4,026
-
Other income
-
10,893
**Total income**
143,530
298,883
**Expenditure on:**
Charitable activities
**6**
160,867
252,132
Net gains/(losses) on
investments
**11**
897
-
**Net movement in funds**
(16,440)
46,751
Fund balances at 1
January 2020
94,769
23,747
**Fund balances at 31**
**December 2020**
78,329
70,498|**Total**Unrestricted
Restricted
funds
funds
**2020**
2019
2019
**£**
**£**
**£**
287,990
-
97,406
139,504
196,552
-
4,026
954
-
10,893
-
13,105
442,413
197,506
110,511
412,999
208,974
96,649
897
1,273
-
30,311
(10,195)
13,862
118,516
104,964
9,885
148,827
94,769
23,747|Total
2019
**£**
97,406
196,552
954
13,105
308,017
305,623
1,273
3,667
114,849
118,516| |---|---|---| The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006. - 9 - ## **PEOPLE AND WORK UNIT** ## **BALANCE SHEET** ## _**AS AT 31 DECEMBER 2020**_ |**Notes**
**Fixed assets**
Tangible assets
**12**
Investments
**13**
**Current assets**
Debtors
**14**
Cash at bank and in hand
**Creditors: amounts falling due within**
**one year**
**15**
Net current assets
**Total assets less current liabilities**
**Income funds**
Restricted funds
**16**
Unrestricted funds|**2020**
**£**
33,172
103,423
136,595
(9,380)|**£**
-
21,612
21,612
127,215
148,827
70,498
78,329
148,827|**2019**
**£**
59,245
47,111
106,356
(9,741)|**£**
1,186
20,715
21,901
96,615
118,516
23,747
94,769
118,516| |---|---|---|---|---| The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 December 2020. The Trustees' acknowledge their responsibilities for ensuring that the charity keeps accounting records which comply with section 386 of the Act and for preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the company. The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476. These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. The financial statements were approved by the Trustees on 11 June 2021 G J McHugh **Trustee** **Company Registration No. 01809654** - 10 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **1 Accounting policies** ## **Charity information** People and Work Unit is a private company limited by guarantee incorporated in England and Wales. The registered office is Unit 1 @Loudon, Plas Iona, Bute Town, Cardiff, CF10 5HW. ## **1.1 Accounting convention** The accounts have been prepared in accordance with the Charity's Memorandum and Articles of Association, the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (as amended for accounting periods commencing from 1 January 2016). The Charity is a Public Benefit Entity as defined by FRS 102. The Charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows. The accounts are prepared in sterling , which is the functional currency of the Charity. Monetary a mounts in these financial statements are rounded to the nearest £. The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below. ## **1.2 Going concern** At the time of approving the financial statements, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements. ## **1.3 Charitable funds** Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable objectives. Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements. ## **1.4 Incoming resources** Income is recognised when the Charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received. ## **1.5 Resources expended** Direct charitable expenditure includes all expenditure directly related to the objects of the charity. Costs have been apportioned as a percentage of project costs in line with the grant conditions. Salaries have been apportioned on a time basis. ## **1.6 Tangible fixed assets** Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses. Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases: Computers 33.3% Sraight line - 11 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **1 Accounting policies** ## **(Continued)** ## **1.7 Fixed asset investments** Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year . Transaction costs are expensed as incurred. ## **1.8 Cash and cash equivalents** Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less . ## **1.9 Financial instruments** The Charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments. Financial instruments are recognised in the Charity's balance sheet when the Charity becomes party to the contractual provisions of the instrument. ## _**Basic financial assets**_ Basic financial assets, which include debtors and cash and bank balances, are measured at transaction price . Financial assets classified as receivable within one year are not amortised. ## _**Basic financial liabilities**_ Basic financial liabilities, including creditors a re recognised at transaction price . Financial liabilities classified as payable within one year are not amortised. Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. ## _**Derecognition of financial liabilities**_ Financial liabilities are derecognised when the Charity’s contractual obligations expire or are discharged or cancelled. ## **1.10 Employee benefits** The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received. Termination benefits are recognised immediately as an expense when the Charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits. ## **1.11 Retirement benefits** Payments to defined contribution retirement benefit schemes are charged as an expense as they fall due. ## **1.12 Leases** Rentals payable under operating leases, including any lease incentives received, are charged as an expense on a straight line basis over the term of the relevant lease. - 12 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **2 Critical accounting estimates and judgements** In the application of the Charity’s accounting policies, the Trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates. The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods. ## **3 Grant income** |**2020**
**£**
Grants receivable
287,990
**Grants receivable for core activities**
The Rank Foundation
57,900
Children in Need
5,000
Pen y Cymoedd
5,454
National Lottery
199,437
Waterloo Foundation
-
G Weston
-
Moondance Foundation
-
Confused. com
14,744
Other
5,456
287,990
**Charitable activities**
**2020**
**£**
Research income
139,504|**2019**
**£**
97,406
17,900
7,500
10,910
2,500
2,000
45,000
3,450
-
8,146
97,406
**2019**
**£**
196,552| |---|---| ## **4 Charitable activities** - 13 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **5 Investments** ||**Unrestricted**|Unrestricted| |---|---|---| ||**funds**|funds| ||**2020**|2019| ||**£**|£| |Interest receivable|4,026|954| - 14 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **6 Charitable activities** |**Funded**
**Action**
**Research**
**Research**
**and**
**Evaluation**
**2020**
**2020**
**£**
**£**
Staff costs
131,799
106,649
Depreciation and impairment
1,186
-
Research
1,329
11,307
Project costs
91,278
-
Activity and training
317
-
Printing, stationery and advertising
335
-
Phone
1,361
1,221
Conference and courses
5,169
622
Sundries
10,162
5,671
Insurance
1,543
-
Rent
4,906
-
Travel expenses
1,502
3,640
Books and subscriptions
1,245
1,633
IT
-
4,823
Interpreters and translators
-
6,532
252,132
142,098
Share of support costs (see note 8)
-
15,156
Share of governance costs (see note 8)
-
3,613
252,132
160,867
**Analysis by fund**
Unrestricted funds
-
160,867
Restricted funds
252,132
-
252,132
160,867
**For the year ended 31 December 2019**
Unrestricted funds
-
208,974
Restricted funds
96,649
-
96,649
208,974|**Total**
**2020**
**£**
238,448
1,186
12,636
91,278
317
335
2,582
5,791
15,833
1,543
4,906
5,142
2,878
4,823
6,532
394,230
15,156
3,613
412,999
160,867
252,132
412,999|**Total**
**2019**
**£**
190,093
3,539
29,797
12,613
1,554
-
4,548
9,980
5,490
800
5,294
8,191
1,877
4,506
11,001
289,283
14,000
2,340
305,623
208,974
96,649
305,623
208,974
96,649
305,623| |---|---|---| - 15 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **7 Description of charitable activities** ## Funded Action Research Funded Action Research - Supporting people in education and skills programmes. ## Research and Evaluation Commissioned Research and Evaluation - Evaluating and researching as commissioned. ## **8 Support costs** |**Support**
**costs**
**Governance**
**costs**
**£**
**£**
Phone
1,148
-
Insurance
1,581
-
Rent
8,440
-
Bank Charges
3,987
-
Accountancy
-
3,613
15,156
3,613
Analysed between
Charitable activities
15,156
3,613|**2020**
**£**
1,148
1,581
8,440
3,987
3,613
18,769
18,769|**2019**
**£**
1,773
1,339
10,391
497
2,340
16,340
16,340| |---|---|---| ## **9 Trustees** None of the Trustees (or any persons connected with them) received any remuneration or benefits from the Charity during the year. - 16 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **10 Employees** ## **Number of employees** The average monthly number of employees during the year was: |**Number of employees**
The average monthly number of employees during the year was:||| |---|---|---| ||**2020**|**2019**| ||**Number**|**Number**| |Project|4|3| |Research|4|4| ||8|7| |**Employment costs**|**2020**|**2019**| ||**£**|**£**| |Wages and salaries|200,781|163,313| |Social security costs|13,466|11,160| |Other pension costs|24,201|15,620| ||238,448|190,093| |There were no employees whose annual remuneration was £60,000 or more.||| |**Net gains/(losses) on investments**||| ||**Unrestricted**|Unrestricted| ||**funds**|funds| ||**2020**|2019| ||**£**|£| |Revaluation of investments|897|1,273| ## **11 Net gains/(losses) on investments** - 17 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ |**12**|**Tangible fixed assets**||| |---|---|---|---| ||||**Computers**| ||||**£**| ||**Cost**||| ||At 1 January 2020||17,747| ||At 31 December 2020||17,747| ||**Depreciation and impairment**||| ||At 1 January 2020||16,561| ||Depreciation charged in the year||1,186| ||At 31 December 2020||17,747| ||**Carrying amount**||| ||At 31 December 2020||-| ||At 31 December 2019||1,186| |**13**|**Fixed asset investments**||| ||||**Listed**| ||||**investments**| ||||**£**| ||**Cost or valuation**||| ||At 1 January 2020||20,715| ||||897| ||At 31 December 2020||21,612| ||**Carrying amount**||| ||At 31 December 2020||21,612| ||At 31 December 2019||20,715| |**14**|**Debtors**||| |||**2020**|**2019**| ||**Amounts falling due within one year:**|**£**|**£**| ||Trade debtors|33,172|59,245| - 18 - ## **PEOPLE AND WORK UNIT** ## **NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2020**_ ## **15 Creditors: amounts falling due within one year** |**Creditors: amounts falling due within one year**||| |---|---|---| ||**2020**|**2019**| ||**£**|**£**| |Accruals and deferred income|9,380|9,741| ## **16 Restricted funds** The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes: ||||**Movement**|**Movement**|**in funds**||||**Movement**|**in funds**|| |---|---|---|---|---|---|---|---|---|---|---|---| ||**Balance at**||**Incoming**||**Resources**||**Balance at**||
**Incoming**|**Resources**|**Balance at**| ||**1 January 2019**||**resources**||**expended**|
**1**|**January**|**2020**|
**resources**|**expended**|**31 December**| ||||||||||||**2020**| |||**£**||**£**|**£**|||**£**|
**£**|**£**|**£**| ||Project funds|9,885|110,511||(96,649)||
23,747||
298,883|(252,132)|
70,498| |**17**|**Analysis of net assets between funds**||||||||||| |||**Unrestricted**|||**Restricted**||**Total**||Unrestricted|Restricted|Total| ||||**2020**||**2020**||**2020**||2019|2019|2019| ||||**£**||**£**|||**£**|£|£|£| ||Fund balances at 31||||||||||| ||December 2020 are||||||||||| ||represented by:||||||||||| ||Tangible assets||-||-|||-|883|303|1,186| ||Investments||21,612||-||21,612||20,715|-|20,715| ||Current assets/||||||||||| ||(liabilities)||56,717||70,498||127,215||73,171|23,444|96,615| ||||78,329||70,498||148,827||94,769|23,747|118,516| |**18**|**Remuneration of key management personnel**||||||||||| ||The remuneration of|key management||personnel is as follows.|||||||| |||||||||||**2020**|**2019**| |||||||||||**£**|**£**| ||Aggregate compensation|||||||||35,177|28,841| - 19 -