fj PASS
Trustees, Annual Report and Statement of Account5
Pharmacists, Advice and Support Services
For period ended 31 May 2024
NIC.. 101811
73 Univer51ty StreeL Belfast BT7 IHL

11 PASS
Governance Arrangements
Background
Governance Structures and Documents
Information and Administration
Trustees
Objectives and Activities
Financial Support
Counselling and Support Services
Development of Service Provision
Financial Position of PASS
PASS Risk Register
Summary of Financial Position
Trustees Signatures of Approval
Independent Examiner's Report
Financial Statements
10
NIC.. 101811
73 University Street, Belfast BT7 IHL

11 PASS
Governance Arrangements
Pharmacy Forum Nl {the Forum) is the professional leadership body for all pharmacists
registered to practice in Northern Ireland. The elected Board Members of the Forum are also
the Trustees of the Pharmacists, Advice and Support Services (PASSI. The remit in which the
Forum and Trustees operate is set out in 3 legal scheme of delegation between the
Pharmaceutical Society Nl and the Forum.
Background
The Pharmaceutical Society Nl is legislated through the 1976 Pharmacy Order INI) and
subsequent amendments in 2012 to regulate and to provide leadership for the pharmacy
profession in Northern Ireland.
Pharmacy Forum Nl was set up in 2011 to provide the professional leadership function
enablingthe Pharmaceutical Societyto have a regulatoryand leadership remitand yet achieve
the separation of function consequent to the Government's wish to decouple professional
leadership and regulation.
A legal scheme of delegation exists between the Pharmaceutical Society Nl and the Pharmacy
Forum Nl. It outlines the remit, delegate powers and responsibilities of the Pharmacy Forum
Nl specifically in relation to PASS under section Delegated Functions to the Pharmacy Forum
Management Boord, Item I, Delegated functions to the PFMB, I {cJ To provide relief for
distressed persons as defined in the Pharmacy Order.
Please note PASS was historically known as the Chemist Benevolent Fund, however is now
known as the Pharmacist5, Advice and Support Service5 (PASSI.
Governance Structures and Documents
Organisational Chart
PHARMACEUTICAL
SOCIETY NI
PHARMACY FORUM NI BOARD
EDUCATION,
RESEARCH & TRAINING
COMMIThEE
PASS
COMMIThEE
POLICY AND PRACTICE
COMMIThEE
NIC.. 101811
73 University Street, 8elfast BT7 IHL

PASS
O The governing document for PASS is the Declaration of Trust, Pharmacists, Advice and
Support Service5 Trust.
Information and Administration
Pharmacists, Advice and Support Services {PASSI
Society House, 73 University Street,
Belfast
Northern Ireland
BT7 IHL
NIC: 101811
PASS employs a Co-ordinator, who dedicates the equivalent of 2 full days over a working week
to the activities of PASS. The Co-ordinator, working to an agreed business plan, reports to the
PASS Committee and Trustees.
Trustees
All Trustees are elected members of the Pharmacy Forum Nl Board. Please see below the
list of members and their Board positions for the period ended May 312024..
O Sheelin McKeagneyp Chair of the Board
O Anne McAlister, Vice Chair of the Board
O Philip Boyle, Elerted Member
O Judith Grayi Elected Member
O Neill Elliott, Elected Member
O Glynis Mcmurtry, Eletted Member.
All Board Members are 5UPPOrted with general governance training provided by an
experienced external training partner. Trustees are also provided with in house Trustee
Training, at which they are provided the Trust Deeds for each of the charities for which they
are Trustees. This rolling programme of training is aligned with the Pharmacy Forum Nl Board
Election process and term of board membership. A skills audit is conducted in the year
following an election to enhance the training requirements of all Board Members and Trustees
alike.
NIC.. 101811
73 Universlty Street, Belk5t BT7 IHL

IR PASS
Trustees have delegated certain responsibilities to the PASS committee, outlined in the Terms
of Reference for the PASS Committee. Regular upd3te5 on the activities and recommendations
from the PASS Committee are provided to the Trustees.
Objective and Activities
The Pharmacists, Advice and Support Services (PASS) exists to provide support services to
pharmacists and pre-registration trainees of the Pharmaceutical Society of Northern Ireland,
as well as former pharmacists, surviving spouses/ civil partners and their dependants in times
of need. PASS meets the public benefit requirement in two ways, as listed below:
O The prevention or relief of poverty,. and
O The relief of those in need (by reason of youth, age, ill-health, disability, financial
hardship or other disadvantage).
PASS meets these purposes in a variety of ways, most commonly through the provision of
information and signposting, counselling and short to medium term financial support in the
form of grants and interest free loans. The direct benefits which flow from this purpose include
improved outcomes for those experiencing personal, professional or financial difficulty
through the alleviation of some of the fi'nancial difficulties that the beneficiary is facing and
alsothe abilityto make betterinformed decisions after receiving counselling and advice. These
benefits are demonstrated through on-going feedback from beneficiaries and in the form of a
survey conducted with the membership and/ or service users. Trustees do not identify any
harm as a result of the Charity carrying out its purpose.
The 'poverty exception, applies in thi5 C35e as the relief of poverty is regarded as being for the
public benefit even when there is a restricted group of beneficiaries. There is no private benefit
flowing from this purpose.
Achievements and Performance
Financial Support
During the reporknng period PASS provided grants totalling £12.055 to applicant5 to alleviate
financial difficulties experienced due to ill health and disabilities.
Counselling and Support Services
PASS also re-entered into an annual contract with Inspire Lena (by Inspire Wellbeing) to
provide confidential telephone, online and face to face counselling services across Northern
Ireland. During the reporting period, Inspire scheduled 44 counselling se55ions for individuals.
Four new Service users availed of the standard Inspire counselling, and the areas being dealt
with included coping with stress and anxiety and support through ongoing regulatory fitness
NIC.. 101811
73 Univer51ty Street. Belfast 8T7 IHL

ql PASS
to practice hearings. In addition, PASS proactively helped in the relief of financial distress, with
the provision of budgeting and debt advice in parallel. All service users thi5 year were
pharmacists and most of them were aged between 20 and 29.
The PASS Co-ordinator's role is to receive and process enquiries and signpost to sources of
support, information, guidance, and advice. During the reporting period, over and above
general enquiries, PASS actively signposted 44 calls from service users to the full range of
support available. Issues addressed included stress in the workplace, financial issues, issues at
home, and personal stress. This is consistent with the public benefit requirements of the
charity, as outlined above.
Development of service provision
Inspire Support Hub
April 2023 saw an update to the current provision with the new Hub widening the support available
to users as part of the employee assistance programme. It provides help right away, giving the
user instant access to a range of information, guidance, screening and intervention tools tailored
specifically to help care for the indtvidual's wellbeing. Two new service users signed up across this
period.
PASS continued its outreach activity in March 2023 through participating in the UCA-NI LTD network
for Foundation Year Trainee students. PASS also had a visible presence at the calculations training
workshops in May 2023 and at other events throughout the year.
During the period, PASS reviewed and updated its Reserves Policy and Risk Register,
continuously reviewing and monitoring all risks. Throughout this year PASS and PFNI faced a
period of dynamic change though staff leaving so it was limited in what it could deliver, choosing
to solely focus on essential business such as offering wellbeing and financial assistance to
pharmacists and their dependendants.
We would like to extend our thanks, on behalf of those who have benefited from PASS servi￿5 to
everyone who al￿adY donates. We thank our corporate donors who have provided useful funding
in the period. As a charity, it is vital that we can continue to offer a range of services and the
financial support received from pharmacists ensures that we can continue to do so.
Financial Position of PASS
A review of the charity's financial position at the end of the year was provided in the
Pharmaceutical Society Nj's Annual Report. The Annual Report was laid before the Northern
Ireland Assembly under Articles 4C and 4D of the Pharmacy {Northern Ireland} Order 1976 by
the Department of Health on 5 Ottober 2023 As of 31 May 2024, the PASS investment fund
totalled £525,326 {2023.. £515,209). For the Same date, the bank account totalled £21,744
{2023.. £15,708).
NIC.. 101811
73 unive￿itY Street, 8elfast BT7 IHL

11 PASS
To ensure a level of sustainability and longevity for the fund, the investment is managed on a
discretionary basis by Evelyn (previously Smith Williamson). During the period we are
reporting on, the Investment Manager from Evelyn engaged Trustees during Quarter l in
discussions regarding the investment strategy, the objective of the fund and risk reviews.
PASS Risk Register
During the period, PASS completed a full review of its standalone Risk Register to reviewing
and monitoring all risks and potential impacts for the charitable fund.
Summary of Financial Position
Trustees of PASS are satisfied with the investment management of the funds. We are content
with the level of spend on charitable objectives, operational costs and development of
services and wish to further raise awarene55 of PASS.
Trustees Signatures of Approval
Signed and approved on behalf of the Board of Trustees for the Pharmacists, Advice and
Support Services on 28 March 2025.
Sheelin McKeagney
Chair of the Board of Trustees, Pharmacy Forum Nl
Date: 28 March 2025
Anne McAllister
Vice Chair of the PASS Committee and Board Member, Pharmacy Forum Nl
Date: 28 March 2025
NIC.. 101811
73 University Street, BeKast BT7 IHL

11 PASS
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF PHARMACISTS,
ADVICE AND SUPPORTSERVICE
Independent examiner's statement
I report on the financial statements for the year ended 31 May 2024, which comprise the
statement of financial activities (including income and expenditure account), statement of
assets and the related notes.
Respective responsibilities of trustees and examiner
The charity's trustees {who are also the director5 of the company for the purposes of company
lawl are responsible for the preparation of the accounts in accordance with the requirements
of the Companies Act 2006. Having satlsfied myself that the charity is not subject to audit
under company law, and is eligible for independent examination, it is my responsibility to:
examine the accounts under Section 65 of the Charities Act.
to follow the procedures laid down in the general Directions given by the Charity
Commission for Northern Ireland under section 65{91(bl of the Charities Act; and
to state whether particular matters have come to my attention.
Basis of independent examiner's report
I have examined your charity accounts as required under section 65 of the Charities Act and
my examination was carried out in accordance with the general Directions given by the Charity
Commission for Northern Ireland under section 6519){b} of the Charities Act. The examination
included a review of the accounting records kept by the charity and a comparison of the
accounts presented with those record5. It also included consideration of any unusual items or
disclosures in the accounts, and seeking explanations from the trustees concerning any such
matters.
My role is to state whether any material matters have come to my attention giving me cause
to believe:
That accounting records were not kept in accordance with section 386 of the
Companies Act 2006.
That the accounts do not accord with those accounting records.
That the accounts do not comply with the accounting requirements of section 396 of
the Companie5 Act 2006 and with the method5 and principles of the Charities
Statement of Recommended Practice applicable to charities preparing their accounts
NIC.. 101811
73 Universlty Street. Belfast Bri IHL

IR PASS
in accordance with the Financial Reporting St3ndard applicable in the UK and Republic
of Ireland.
That there is further inforrnation needed for a proper understanding of the accounts
to be reached.
Independent examiner's statement
I have completed my examination and have no concerns in respect of the matters (11 to (4)
listed above and, in connection with following the Directions of the Charity Commission for
Northern Ireland, I have found no matters that require drawing to your attention.
Finegan Gibson Ltd
Chartered Accountants & Registered Auditors
Causeway Tower
9 James Street South
Belfast, BT2 8D
DATE: 28 March 2025
NIC.. 101811
73 University Street, Belfast BT7 IHL

Receipts and payments accounts
For the perlod
from
To
Section A Receipts and payments
Unrestrictfrd
funds
to the nearest
Restricted
funds
Endowment
funds
Total funds
Last year
to thè n•ar¢$t£
to th8 n8are5t £
to the nearest £
to the nearest £
A1 Receipt$
Donations & le
Grants
Fundraisin
activities
Interest on de
osit account
Dividend on investments
Members, subscri
lions
Charitable tradin
recei
Rents from land & buildin
Other charitable recei
ts
Al Sub total (Gross income for the
Annual Retum)
acies
3.500
3.500
1.150
2.192
11,208
2.192
11,208
1,736
12.951
16,900
16,900
15.837
A2 Asset and investment sales (see
lables f and 2 in section 7 of the
uidance .
Proceeds from sale of fixed asset
Loan re
ents received
255,908
255.908
40,365
A2 Sub total
255.908
255,908
40,365
Total receipts
272.808
272,808
56.202
A3 Payments
Cost of fundraisin
events
Gross tradin
ments
Investment mana
ement costs
Direct charitable activit
Grants & donations
aid
Governance costs
Other costs
4.48D
18.650
4.480
18,650
4,515
18.456
10.$47
7.615
10.547
7,615
14,903
858
A3 Sub total
41.292
41,292
38.732
A4 Asset and investment purchases
(see tables 18nd 2 in section 7 of the
guidance)
Purchase of investments
Loans made
225,4BO
225,4BO
38.872
A4 Sub total
225,480
225,480
38.872
Total payments
266,772
266,772
77,604
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
6,036
6.036
21.402
15,708
21.744
15.70B
21.744
37,110
15,708
CCXX R1 accounts ISSI
2810312025

PASS.. NtC101811
P•ri•d vnd dale- 3110S12024
Section B Statement of assets and liabilities at the end of the period
Endowmeni
funds
lunds
nds
Total funds
Lllstyear
lo n￿1&$it
iornar•ilt
B1 Cash funds
CuryeN awjunl
2,216
12.941
Total cash lunds
21,744
OK
21,744
QK
15,708
OK
OK
OK
Re5trkled
fvnds
Endowmèht
hkn)ds
fund
Toial funds
LaslyeAr
io n•aMLE
to nv4MIl£
B2 Othèr m•nowry
as5015
Phaimdtsulltsls￿l
Loon
To
FundtDwhlGh
•$501 bolo
Uni4strlct•d
83 Invo¥tmBnt J$set
$lork M?thol INweslmeMs
524316
515.zo
Tolal
Fund io**leh
Lost
ear
B4 Assets relalned
for the charlty's ¢wn
Toi•l
Fundttiwhleh
lkn1e5tsi￿cg
lknre5vi￿ed
Total
Signèa by oneorkn
trLtsW ￿ be￿110￿￿11
thp trustees
Prfnt Narna
D*e of
apsKoval
IinM¢Kea
ne
2B10312D25
i$*r
2405 PASS Ch81ilyCoThwfl5s￿nle￿at?aCc4?uTrts vl SM io FG IStAiement ofbzlBllGES
IknGertw20D7

PASS-. NIC101811
Perlod end date-. 2lleS12024
Additional analysis11)
Analysls of receipts and paymonts
1 Donatlon$
Unreslrkt•d
fund5
Exp*ndAbl•
d¢>wmoTrt
lund$
Pemanent
ohdowrnont
funds
Reslrklod lun
Totsl ¢urront
periDd
Total la5tP•rlDd
tu nv4rosLE
to hvar•stE
Donabon5 by Pham8cSsts
Cowaie Donalion
150
3.500
3.500
Total
3,500
3.SOO
1.150
OK
OK
OK
OK
2 Grants
Unr¢6tdctod
lund$
IOnèarÈ$l£
Ro$trf¢l•d funds
T¢)tsl curr•nt
perfod
tOfi•aT•StÉ
Total las1 pgrfod
Total
OK
OK
3 Gross recelpts from Other charltable a¢tlvllloS
Exppndable
•ndowmgni
lunds
lonMr•st£
P•m)anoht
Indtswrn•nt
fund*
R¢6tdctsd
Total curront
pgrfod
fujhdg
Total lastpkrfod
to ￿•*￿tE
Ir*f*aT4St¢
Total
OK
OK
4 Payment5 relztlng dlrectly t¢ ¢haritabfe aCtI￿tleS
Expondabl•
gndowrneht
lunds
Pernia￿￿t
ondowmnt
lund*
fu￿dI
R•91ri¢t•d fvnd
Tolal ¢urrnnl
pèrtod
Totsi la*1 p•rlod
to
to Marnst£
to n••r•stE
Carecall Support
Coun5elling. Advice & Support
FreePhone Linp
Rpliremenl Trair
Gran15
6X)5
90
fj.505
90
6,55fj
12.055
11.900
Trjtal
1B.fj50
18.6SO
18,456
OK
OK
OK
OK
OK