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LIVING WELL UK

Registered charity 1179472 · accounts filings on the Charity Commission register

Latest income
£9.6m
Latest spending
£9.9m
Registered
2018
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the group reported a net outgoing resource of £20k for the year ended 31 March 2024, with total income of £8,085k and total costs of £8,105k. Per the trustees' report, unrestricted reserves decreased from £400k to £251k, while the group held £370k in cash at year-end. The trustees consider the group to be in a sustainable financial position with no material uncertainties regarding its ability to continue as a going concern.

What the accounts disclose

Reserves policy: three months' operating costs (approximately £450k) (held: £251k)
“The Group’s reserves policy is designed to maintain a minimum of three months’ operating costs in cash reserves to ensure financial stability as activities expand. Based on committed expenditure for internal salary costs, this amounts to approximately £450k.” — page 9
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Martin Hogg, a Director (and Chair) of Living Well Consortium, is also CEO of Citizen Coaching, which provided services to LWC. The total amount invoiced from Citizen Coaching to LWC during the year totalled £1,041,191.
“Martin Hogg, (a Director (and Chair) of Living Well Consortium) is also CEO of Citizen Coaching, which provided services to LWC during the financial year; the total amount invoiced from Citizen Coaching to LWC during the year totalled £1,041,191 (2022/23: £836,979). The amount owed by LWC to Citizen Coaching at 31 March 2024 was £156,730 (at 31 March 2023: £nil). The amount owed by LWUK to Citizen Coaching at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
“Davy Hay, (a Trustee of Living Well UK) is a Director of Pattigift Therapy CIC (Pattigift), which provided services to LWC during the financial year; the amount invoiced from Pattigift to LWC during the year totalled £284,668 (2022/23: £265,433). Pattigift Therapy CIC also received contributions paid by LWUK for Healing Circles work; the total amount paid over in 2023/24 was £35,000 (2022/23: £35,000). The amount owed by LWC to Pattigift Therapy CIC at 31 March 2023 was £27,780 (at 31 March 2023: £nil). The amount owed by LWUK to Pattigift Therapy CIC at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Davy Hay, a Trustee of Living Well UK, is a Director of Pattigift Therapy CIC, which provided services to LWC. The amount invoiced from Pattigift to LWC during the year totalled £284,668. Pattigift also received contributions paid by LWUK for Healing Circles work; the total amount paid over in 2023/24 was £35,000.
“Martin Hogg, (a Director (and Chair) of Living Well Consortium) is also CEO of Citizen Coaching, which provided services to LWC during the financial year; the total amount invoiced from Citizen Coaching to LWC during the year totalled £1,041,191 (2022/23: £836,979). The amount owed by LWC to Citizen Coaching at 31 March 2024 was £156,730 (at 31 March 2023: £nil). The amount owed by LWUK to Citizen Coaching at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
“Davy Hay, (a Trustee of Living Well UK) is a Director of Pattigift Therapy CIC (Pattigift), which provided services to LWC during the financial year; the amount invoiced from Pattigift to LWC during the year totalled £284,668 (2022/23: £265,433). Pattigift Therapy CIC also received contributions paid by LWUK for Healing Circles work; the total amount paid over in 2023/24 was £35,000 (2022/23: £35,000). The amount owed by LWC to Pattigift Therapy CIC at 31 March 2023 was £27,780 (at 31 March 2023: £nil). The amount owed by LWUK to Pattigift Therapy CIC at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Amra Dautovic, a Director of Living Well Consortium, is also Managing Director of Richmond Fellowship, which provided services to LWC. The total amount invoiced by Richmond to LWC during the year totalled £260,458.
“Martin Hogg, (a Director (and Chair) of Living Well Consortium) is also CEO of Citizen Coaching, which provided services to LWC during the financial year; the total amount invoiced from Citizen Coaching to LWC during the year totalled £1,041,191 (2022/23: £836,979). The amount owed by LWC to Citizen Coaching at 31 March 2024 was £156,730 (at 31 March 2023: £nil). The amount owed by LWUK to Citizen Coaching at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
“Davy Hay, (a Trustee of Living Well UK) is a Director of Pattigift Therapy CIC (Pattigift), which provided services to LWC during the financial year; the amount invoiced from Pattigift to LWC during the year totalled £284,668 (2022/23: £265,433). Pattigift Therapy CIC also received contributions paid by LWUK for Healing Circles work; the total amount paid over in 2023/24 was £35,000 (2022/23: £35,000). The amount owed by LWC to Pattigift Therapy CIC at 31 March 2023 was £27,780 (at 31 March 2023: £nil). The amount owed by LWUK to Pattigift Therapy CIC at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Ronald Owttrim, a former director of Living Well Consortium, was also a named Director of Health Exchange Limited (HEX), which provided services to LWC. The amount invoiced from HEX to LWC during the year totalled £548,018.
“Martin Hogg, (a Director (and Chair) of Living Well Consortium) is also CEO of Citizen Coaching, which provided services to LWC during the financial year; the total amount invoiced from Citizen Coaching to LWC during the year totalled £1,041,191 (2022/23: £836,979). The amount owed by LWC to Citizen Coaching at 31 March 2024 was £156,730 (at 31 March 2023: £nil). The amount owed by LWUK to Citizen Coaching at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
“Davy Hay, (a Trustee of Living Well UK) is a Director of Pattigift Therapy CIC (Pattigift), which provided services to LWC during the financial year; the amount invoiced from Pattigift to LWC during the year totalled £284,668 (2022/23: £265,433). Pattigift Therapy CIC also received contributions paid by LWUK for Healing Circles work; the total amount paid over in 2023/24 was £35,000 (2022/23: £35,000). The amount owed by LWC to Pattigift Therapy CIC at 31 March 2023 was £27,780 (at 31 March 2023: £nil). The amount owed by LWUK to Pattigift Therapy CIC at 31 March 2024 was £nil (at 31 March 2023: £nil).” — page 31
Per its FY2024 accounts as filed with the Charity Commission.
Trading subsidiary: Living Well Consortium Ltd
“The group comprises Living Well UK – the CIO – and Living Well Consortium Ltd. (LWC) – the trading subsidiary.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Sayer Vincent LLP.

What the charity says about itself (2021/22)

From its own voluntary annual review / impact report— the charity’s account of its work, distinct from the statutory accounts analysed above.

The charity's own account of its IAPT triage and assessment volume.
“During 2021/22, LWC successfully triaged/assessed over 14,000 clients, enabling them to access the correct treatment in a timely and effective way.”
The charity's claim regarding client recovery rates compared to national expectations.
“There is national expectation for 50% of people being treated by IAPT to recover by the end of their treatment. Over the past year, an average of 52% of LWC clients have achieved recovery by the end of their treatment.”
The charity's total patient reach under NHS contracts.
“In the year ended 31 March 2022, over 22,500 patients received services from LWC or its member organisations under NHS contracts in Birmingham and Solihull.”

Structured financials (annual return, FY ending 31/03/2025)

Total income
£9.6m
Total spending
£9.9m
Cost of raising funds
£199k
Reserves (reported)
£162k
Employees
66

Reported reserves equal ~0.2 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£9.6m£9.9m
31/03/2024£8.1m£8.1m
31/03/2023£6.3m£6.0m
31/03/2022£4.9m£5.0m
31/03/2021£4.4m£4.5m

Common questions

Is LIVING WELL UK financially healthy?

The accounts state that the group reported a net outgoing resource of £20k for the year ended 31 March 2024, with total income of £8,085k and total costs of £8,105k. Per the trustees' report, unrestricted reserves decreased from £400k to £251k, while the group held £370k in cash at year-end. The trustees consider the group to be in a sustainable financial position with no material uncertainties regarding its ability to continue as a going concern. Its FY2024 accounts were audited by Sayer Vincent LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
BEAULAND LIMITED1£120k
THE INVESCO CARES FOUNDATION1£30k
M B FOUNDATION (ALSO KNOWN AS MOSSAD HORAV MOSHE ARYEH HALEVY)1£11k
THE BEAVERBROOKS CHARITABLE TRUST1£10k
THE B S CHARITABLE FOUNDATION1£10k
CECIL PILKINGTON CHARITABLE TRUST1£9k
THE FREDDIE GREEN AND FAMILY CHARITABLE FOUNDATION1£5k
M AND L COHEN CHARITABLE TRUST1£0

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