The Gurkha Welfare Trust Annual Report & Accounts 1 July 19 - 30 June 20 CONTENTS THE THE GURKHA WELFARE TRUST ChAPTER Annual Report and Accounts Trustees’ report incorporating the Strategic Report 3-27 Year ended 30 June 2020 Statement of Trustees’ Responsibilities 29 Trustees, officials and advisors to the Trust 30 Company Limited by Guarantee Number: 05098581 Registered Charity Number: 1103669 Auditor’s report to the members and Trustees 32-33 Registered Address Consolidated statement of financial activities 34 P.O Box 2170 22 Queen Street Consolidated and Charity balance sheet 36 Salisbury SP2 2EX Consolidated cash flow statement 38 www.gwt.org.uk Notes to the accounts 41-63 [email protected] 01722 323 955 The Gurkha Welfare Trust Annual Report and Accounts, Year ended 30 June 2020 1 TRuSTEES’ REPORT fOR ThE YEAR ENdiNG 30JuNE 2020 This report is drawn up in accordance with applicable accounting standards, including the Charities (Accounts and Reports) Regulations 2008 and the requirements of the Statement of Recommended Practice (SORP), “Accounting and Reporting by Charities” issued in 2015 and the Companies Act 2006. STRUCTURE, provides advice on statutory The finance Committee, a sub- entitlements and guidance on committee of the Board with GOVERNANCE welfare support available to ex- approval to make decisions on AND MANAGEMENT Gurkhas in uK who find themselves the Board’s behalf is, among in need. A subsidiary office is other responsibilities, tasked located at Aldershot in support with setting salary levels of key TRuST STRuCTuRE of a major ex-Gurkha settlement. personnel. in setting these salary levels consideration is given to The Trust has a wholly owned The Gurkha Welfare Trust’s benchmarking with equivalent trading subsidiary, GWT Trading (GWT or Trust) headquarters roles in the wider industry. is in Salisbury, Wiltshire. Limited, whose accounts are consolidated in the group following an initial review of in Nepal, the GWT is located in financial statements. policies and procedures with Pokhara, West Nepal. it oversees The Charity Governance Code in and directs the activities of the december 2017, the Trust has Trust’s network of 19 Area continued to progress and embed Welfare Centres (AWCs) sited in TRuST GOvERNANCE as best practice. Trust Quarterly key locations throughout areas The Trust was established by Trust KPi trend data is regularly of traditional Gurkha recruitment reviewed by Trustees, and a in Nepal, one Centre in darjeeling, deed in November 1969 for the workstrand within Strategic india and two permanently relief of hardship and distress Review 2020, is assessing board manned smaller patrol basis. among Gurkha ex-servicemen of composition and Trustee Tenure. These AWCs provide the platform the British Crown and their A number of long-standing for the delivery of all Trust welfare dependants. it was re-constituted, Trustees’ appointments will be programmes as well as providing also by trust deed, in 1994. in brought to an end during 2020/21 a permanent footprint across the April 2004 the Trust became a in line with the Code. country to Gurkha communities. Charitable Company Limited by The AWC network has been Guarantee (CCLG). These restructured along geographical accounts amalgamate those of lines to create clusters based the unincorporated trust in TRuSTEE SELECTiON around five ‘key’ AWCs. These compliance with the Charity self-supporting clusters enable Commission’s uniting direction. The Governance committee, currently comprising a Chairman the multi-disciplinary Pensioner The development and execution and three Members, is Support Teams (PST) to operate of Trust policies is the responsible for oversight of and support beneficiaries with responsibility of a Board of Trustee selection. the proactive and mobile Trustees that meets three times delivery of both welfare and each year. Their agenda is in accordance with Charity medical assistance. it also allows supported by a number of Commission guidance on Trustee them to respond swiftly to subordinate committees that tenure, there is a steady turnover requests for support and to consider investment, governance, of Trustees. When a vacancy arises, react quickly to situations such audit and finance matters. a specialist recruitment portal is as natural disasters. The Board of Trustees are engaged to invite suitably qualified in the uK the Gurkha Welfare responsible for setting the candidates which are then Advice Centre, Salisbury (GWAC) strategic aims of the Trust. shortlisted by a GWT selection The Gurkha Welfare Trust Annual Report and Accounts, Year ended 30 June 2020 3 TRuSTEE’S REPORT TRuSTEE’S REPORT panel and the final candidate The role is based at hQ GWT(N) in the uK, the Trust works with vulnerable are able to live with OBJECTS ANd diagnosis or treatment and selected by panel interview. The in Pokhara, Nepal. the relevant Government dignity. Enhanced support is ACTiviTiES for the prevention of any appointment is then confirmed by The head of fundraising and departments and key service provided to beneficiaries living in disease or adverse conditions the Board. All Trustees follow a charities to enable the delivery our two Residential homes. in which may affect any such Communications leads the The Trust’s Objects are: generic training package to induct fundraising and marketing team of statutory and welfare advice addition, free primary medical care person: and them into the work of the Trust in the uK. to ex-Gurkhas and their is provided to all eligible individuals • To relieve either generally or and further role-specific training dependants seeking settlement. as well as subsidised secondary individually Gurkhas and their • Such other charitable purposes is sought for those that require it. healthcare treatment. details may dependants and other persons which are in the opinion of the This also includes visiting our be found on page 16-18. in Gurkha community areas, Trustees connected directly or iMPLEMENTiNG indirectly with the foregoing infrastructure and work in Nepal. vOLuNTEERS Community Aid is provided in the who are in conditions of need, purposes as the Trustees from details of Trustee retirements PARTNERS form of schools, accessible hardship or distress. People volunteer for the Trust time to time think fit. and recruitment may be found drinking water and medical camps. • To promote the education Many of our services in Nepal in a number of different ways. on page 30. are delivered in partnership with The impact of these activities can of Gurkhas, dependants and The Trust’s vision is: “Gurkhas Often members of the public raise be found on page 18-19. The The Trust was deeply saddened other organisations. other persons in Gurkha living with dignity”. Welfare funds on our behalf (community primary beneficiaries of these at the passing of its former community areas. support is delivered against The Trust builds rural water fundraisers), others offer to help activities are the general public. Treasurer david Clifford MvO and and sanitation projects in Nepal at Trust challenges and events. • To make provision for the the following priorities: our vice Patron, field Marshal assisted by an annual grant Some gain experience in the uK in addition, GWT has provided medical diagnosis and • The provision of support to the Government of treatment of Gurkhas and their The Lord Bramall of Bushfield KG provided by the British office by assisting with fundraising a Welfare Pension. GCB OBE MC during the period Government’s department for and marketing efforts and others Nepal’s COvid-19 response to dependants and other persons of this report. international development maintain a relationship with us assist the general public and in Gurkha community areas • The provision of (dfid) now renamed, following owing to their own longstanding regional government. who are in need of such welfare/emergency grants. its merger with the fCO, the association with the Brigade KEY MANAGEMENT foreign, Commonwealth and of Gurkhas. Their individual PERSONNEL development Office (fCdO). and collective effort and The Ministry of defence (MOd) dedication, often over many years, is appreciated enormously The Trust’s director is responsible continues to provide an annual by the Trust. We do not recruit for the day-to-day operation of Grant in Aid towards staff and volunteers to directly work the Trust. he directs and administration costs of the on project delivery in Nepal, coordinates the work of the GWT(N) in support of welfare apart from a few exceptional Salisbury headquarters and delivery. This enhances value for cases where it is part of a oversees the work of the Gurkha money for donors as it allows, in conjunction with investment funding commitment. Welfare Trust (Nepal) and the income, all donations to be spent Gurkha Welfare Advice Centres. directly on welfare projects. The director of the GWT(N) The MOd also provides £2.5M PuBLiC BENEfiT provides assurance on authority, annually as a contribution in responsibility and accountability support of the Trust’s healthcare The Trustees have given due for the delivery of welfare provision for veterans in Nepal. regard to the Charity Commission’s support in Nepal in accordance guidance on reporting public with Trust policies, as well as in Nepal, the Trust continues to benefit when planning the charity’s insight into the political dynamics work closely with the Kadoorie activities and are satisfied that of Nepal. in addition, he acts as an Agricultural Aid Association the Trust is fully compliant with interface between the Trust and (KAAA), which concentrates on the Charities Act 2011. the veteran community in Nepal. community aid and development, including bridge construction, Benefit to our beneficiaries can The field director of the GWT(N) the provision of potable water be assessed in two distinct areas in Nepal is responsible for daily supplies, hydro-electricity projects – individual and community aid: operational management of the and employment training schemes. Individual Aid, in the form of the GWT(N) and implementing Additionally, the Trust works in welfare pension, winter allowance, welfare support in accordance partnership with CAiRN in disability support grants, welfare with Trust policies.