Disability Initiative
…Helping you achieve your goals
Annual Report and
Consolidated Accounts
2017
Our History:
Disability Initiative was
established in 1975, by
1990 DI became a
Registered Charity.
We specialise in the
provision of services to
adults with complex
physical disabilities and
acquired brain injury.
We provide care and slow
stream rehabilitation to
individuals that helps
them achieve their goals
no matter how large or
small,
Registered Charity Number: 1049002
Registered Company Number: 3029077
Cover Story:
Her Royal Highness The
Countess of Wessex has
been the Patron of
Disability Initiative since
2003. A regular visitor,
her support and
encouragement has had
an incredible impact on all
involved. She takes a
keen interest in each and
every person and all
aspects of work.
Our President Bill Biddell,
who is also the Vice Lord
Left Tennant of Surrey.
Bill became DI’s president
in 2001. He is an
incredible support with all
aspects of the charity.
Back Cover Story:
“I’m 43 and am a qualified
electric and heating engineer and
plumber and also an avid
motorcyclist! In October 2006, I
had the misfortune of falling off
my motorbike and head-butting a
crash barrier sustaining severe
head, face and arm injuries and
had to have my heart “jump
started” twice in A&E and spent a
week in intensive care. I was
referred to DI and joined the
Cognitive Skills Group which
enabled me to understand the
impact of having a brain injury
and to overcome some of the
specific problems encountered on
a day-to-day basis. DI has helped
me improve my cognitive skills
and develop new IT skills. I have
found DI invaluable and my wife
says I am now much easier to
live with as a result!”
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
Annual Report and Consolidated Accounts 2017
CONTENTS
ABOUT US
Our Mission here at DI.
Message from the Chairman of Trustees
Message from our Chief Executive
MEET US
Our Network
Meet out Trustees
Our Community of Carers
FUNDRAISING
What we’ve achieved this year
CORPORATE DAYS
CISCO
PUPPET
FINANCIAL STATEMENT
VISION FOR THE FUTURE
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
ABOUT US
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
“We have specialised
goal orientated
personal programmes”
Nicky Hall (Senior Occupational
Therapist)
“DI has enabled me to
achieve things I never
thought possible.”
Steph (Client)
Disability Initiative
Mission Statement.
“To offer opportunities and support to
individuals that enables the to release their
potential and aspire to their chosen goal.”
“DI encourages all of us
to be our better selves
and build our resilience.”
Lucy Brown (CEO)
“We offer exciting
opportunities in a vibrant
environment where we all
thrive, learn and have fun.
Craig Chesterman (Keyworker)
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
MESSAGE FROM OUR
CHAIRMAN
Bob Rickets
Chairman of Board of Trustees
July 2017
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
MESSAGE FROM OUR
CHIEF EXECUTIVE
Our accomplishments throughout
2017 have been awesome and we’ve
shared a great number of
experiences.
“Inspirational, exciting
and challenging are just a
few of the many words
that sum up 2017 for DI.”
Under the direction of Man Made
films we had such fun making
several promotional films for the
website.
We worked with corporates including
CISCO and Puppet, creating fully
immersive corporate days which
concentrated on unconscious bias
and realising disability training.
We are lucky enough to have the
prospect of widening our reach and
further developing partnerships that
will enable us to continue to make a
positive difference to our clients, their
families and the community itself.
Overall, we are looking forward
to a very exciting 2018!
We also forged deeper
relationships and collaborations
with many organisations and
individuals.
The tremendous fundraising has
had a significant impact and
every single penny goes towards
services to benefit our clients
and our carers.
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
MEET US
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
“We help people rebuild lives,
remind people of their amazing
abilities, believe in themselves
and recognise their incredible
abilities and resilience.”
OUR
COMMUNITY
Trustees
Corporate
Sponsors
Trustees
Carers
Clients
Volunteers
WE ARE
EVERYONE
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
OUR 2017
TRUSTEES
Our Chairman
Bob Ricketts -Director of
Commissioning Support Strategy &
Market Development at NHS
Commissioning Board
Joined 2016
Seconded to NHS England since September
2012 to develop & implement two core
national strategies, developing excellent
and affordable commissioning support
services and creating autonomous NHS
Commissioning Support Units by 2016.
Launched the CSS Lead Provider
Framework in February 2014.
The Trustee Board
The Board acts with integrity, adopting values and
creating a culture which helps achieve the
organisation’s charitable purposes.
The Trustee's are aware of the importance of the
publics confidence and trust in charities and our
Trustees undertake these duties with great
intelligence.
The Boards core role is to focus on strategy,
performance and assurance and to ensure DI is the
best it can be.
Bob graduated from Cambridge University
with an MA in Geography and later gained
an MBA from Henley Management College.
He is a member of the CIPD.
Marianne Calder – Vice
President & MD of EMEA, Puppet
Joined 2016
Marianne has over 20 years'
experience in leading global sales
teams, sales support organisations,
business development and global
leadership programmes.
Marianne is responsible for leading
the sales and architecture teams
across Europe, Middle East, Africa
and Russia, setting the strategic
direction for the 1BN+ Collaboration
business, enabling execution of this
strategy with close collaboration
with the EMEAR field sales leaders.
Geoff Bignell - Founder of Just Employment 1999
Joined 2015
Geoff is one of the UK's leading employment lawyers. He
has worked with Nottinghamshire Police, Leicestershire
County Council and Warwickshire County Council, where
he was the Principal Solicitor.
Geoff then became Assistant Secretary-General
(Management) at The Law Society of England and
Wales.He has also been Chief Executive of Law Society
Services.
In 1999 Geoff founded Just Employment in addition to
lecturing at the Surrey Law Society on employment law.
Trevor Torrington - Chief Executive Officer, Priory
Healthcare
Joined 2016
Trevor Torrington's first introduction into the healthcare
industry occurred in 1982 when he worked for a medical
and surgical distribution company in South Africa.
Trevor joined the Glen Care Group as Managing Director.
He transformed a small independent hospital group into a
larger corporation operating 8 hospitals and 6 care homes.
Trevor joined Priory Healthcare in 2008 and now holds the
position of CEO for Priory Healthcare.
John Scott - Chief Risk
Officer, Zurich Global
Corporate, Zurich Financial
Services
Joined 2016
John Scott is Chief Risk Officer
for Zurich Global Corporate.
John leads the global, regional
and local implementation of the
Group's enterprise risk
management strategy across
Zurich's Global Corporate
business.
A graduate of Oxford University,
with a PhD in geology.
John is a member of the Institute
of Directors in the UK and is a
contributor to the World
Economic Forum Global Risks
Report. John Has supported DI
since 2005.
Martin Parker - Head of
Integrated Adult Care
Commissioning, West Sussex
County Council
Joined 2015
Since 2014 Martin Parker has
been Head of Adult Integrated
Care Commissioning for West
Sussex County Council
working to transform the
health and social care system
in the county.
Elizabeth Kennedy - Former High
Sheriff of Surrey
Joined 2016
Elizabeth Kennedy has extensive business
experience and ran her own retail business
for nearly 20 years.
She was High Sheriff of Surrey for
2015/16. She is currently a Trustee (and
previous Chairman) of Transform Housing
and Support, a Trustee of the High Sheriff
Youth Awards, a Director QEF Retail
Trading, Chairman of the Cobham Heritage
Day Committee, a Panel Member for the
Elmbridge Community Fund and a Panel
Member for the PCC Community Safety
Fund.
Prior to this Martin worked for
Hampshire County Council for
more than 13 years in a
number of key roles including:
Strategic Care Commissioning
Manager; Joint Commissioning
Manager for the Hampshire
Drug and Alcohol Action team
and as Business Support
Officer for Early Education and
Childcare.
OUR CARERS
As part of our support system, we provide carers with Carers
evenings that enable them to socialise and enjoy some respite
mixed with pure fun.
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
CARERS EVENINGS
“My Husband had a stroke nearly
18 years ago. I think it was a social
worker who suggested to try
Disability Initiative. We liked it
Straight Away”
(Margaret – Wife and Carer)
“Flower
arranging,
singing, talks and
more. You name
it, we’ve done
it!”
“It just makes me smile”
“When my husband had his
brain injury, everything came
to a halt. For many years I was
dealing with it on my own.
When they opened the doors
for me here it was like there
was a light at the end of the
tunnel”
(Andrea – Wife and Carer)
“For those that don’t
know it, they have to
come and live it. Even for
one day”
“The Carers evenings
are Fun and
Fantastic!”
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
“They provide these
carers evenings that
are amazing. Every
time it’s something
new!”
(Andrea – Wife and Carer)
“It just gives us a chance
to do different things.
Learn the Ukulele, go to
Portsmouth.”
“The Social side to it as well as
the learning because everybody
I meet here, whilst we are all
very different, we’ve all had the
same difficulties. We’re all in it
together”
(Family member and Carer)
“Family”
“The variety and the sheer
fun of what we do is
wonderful! And it doesn’t
matter if you get it wrong!”
(Liz – Mother and Carer)
“DI is like a family, it’s
Brilliant!”
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
“We all understand what
each other are going though
and it just gives you the
chance to get away from a
situation. Even for just the
two hours. You can be
yourself again”
(Mother and Carer)
“You can be yourself
again”
“A support
network””
“They were my ray of
Sunshine. They brought
meaning to my world
again.”
“If I feel tearful or down. They will
give me a cuddle and they’ll listen!
It’s ridiculously unbelievable how
they have helped me as well as my
husband.”
(Andrea – Wife and Carer)
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
Fundraising
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
We are eternally grateful for the support
we have. Every penny enhances our
clients experiences.
This years fundraising has enabled us to
buy new equipment, including a Genie
wheelchair. It has also facilitated the
improvement of our Camberley Building
and ensuring carers get the support and
a break from caring at our carers
evenings.
All of which has had hugely positive and
direct impact on the overall wellbeing of
the carers, clients, staff and community.
We would like to extend our
eternal gratitude to all our
runners, corporate sponsors,
staff, clients, families and
everyday supporters.
Challenge
Every contribution makes a
difference and to name just a
few, this year a special thanks
goes out to our Swinley Golfers,
The Mayor of Surrey Heath
Borough Council, The Ratcliff
Trust, Club 41 and DI’s own
clients.
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
CORPORATE DAYS
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
Friday 24 th
November 2017
30 Puppet
employees
Monday 12 th June 2017
49 Cisco employees, 6
aerobility, 4 BFC and DI
(Cisco plan for another
in Spring 2018)
Contact us if you are interested in holding a
corporate day with us: 01276 673204
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
FINANCIAL
STATEMENT
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
FINANCIAL
STATEMENT
OVERVIEW
All our information disclosed here and presented
as part of 2017 Financial Statement are presented
by both the Financial Reporting Standard 102 (FRS
102) and the Accounting and Reporting by
Charities: Statement of Recommended Practice.
INCOME
We raise the majority of our income through
Fundraising and donations from our close
partnerships. A large amount of our income from
2017 came from fundraising activities like the
motomed challenge that raised around £1,100 as
well as other activities like the Swinely Golf day
and the 10k Run that raises a large sum of over
£5000.
Fee Income is our main source of income that
enables the day to day running of our Camberley
Resource Centre. The diagram below shows a
breakdown of our client sources.
EXPENDITURE ON CHARITABLE ACTIVITIES
Expenditure has been confined to that which
improves the facilities of the centre and enhances
operational effectiveness.
100% of the income raised goes to improving
client care and facilities. This year, we were able
to use the funds raised from the 10k Run and
other support to purchase our Genie wheelchair
that has hugely psychological and physiological
benefits for our clients.
Additionally, as a result of a charitable donation
from the Ratcliff Trust given to us as part of the
Swinley Golf Fundraiser, we were able to offer
additional non-contact boxing services to our
clients. This facility is hugely popular with our
clients and has numerous health Benefits.
Registered Charity Number: 1049002
Registered Company Number: 3029077
NET ASSETS
Our consolidated net assets have increased this
year, reflecting a surplus. Therefore
demonstrating our relatively strong financial
position, This can mainly be attributed to the
strong fixed asset base of the group.
RESERVES POLICY
Our reserves policy aims to ensure that we hold
sufficient funds to be able to mitigate the
financial impact of events that lead to a shortfall
in income or unplanned expenditure.
PLANS FOR THE FUTURE
• Invest in a changing society.
• Broaden our horizons.
Our Trustees have been busy developing a
strategy and preparing for future revolutionary
changes in the delivery of Health and Social Care
and the support given to clients who suffer from
chronic conditions. This is something specifically
relevant to us as if you look at a breakdown of
our clients by diagnosis you can see how many
suffer with chronic and life changing conditions.
FIVE YEAR FUTURE GOAL
As a result, our Trustees have set out a clear
plan for the Next 5 Years that:
• Enables us to deliver this service to a wider
scope of individuals in need.
• As well as making our service more efficient
in a financially sustainable way.
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
OUR VISION
FOR THE FUTURE
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
A shared Vision:
Our patron HRH the Countess of Wessex encouraged all organisations
from government, local authorities, charitable, public and private sectors
to:
“…reach out, build and
strengthen collaborations to
ensure that people with
disabilities aren't marginalised
and together, create
opportunities that will support
and benefit everyone.”
Our Client Based Vision for the future:
• Expand the range of services by providing community based
integrated health and care support.
• Broaden our geographic reach to address unmet need in
surrounding areas.
• Enhance and develop our services for carers.
• Further utilise our skills, premises, staff and collaborations
to offer the highest level of patient and pastoral care to our
clients.
| Website: www.disabilityinitiative.org.uk | Facebook: Disability Initiative | Instagram: disabilityinitiative | Twitter |
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
Registered Charity Number: 1049002
Registered Company Number: 3029077
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS 2017 3
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