Our Annual Report

We aim to be transparent to all our stakeholders and are committed to providing clear and timely information on our finances and performance.

Our Annual Report

Our approach

Our annual report and accounts offer a detailed analysis of our performance, and a summary of our achievements over the year. As well as a review of highlights of the year, we share a look at what we are planning for the future.

Each report includes the Annual Trustees’ Report, Auditors’ Report and Financial Statements for the financial year to 30 April. All our published accounts are available from the Charity Commission.

Information about the Foundation is also available from the Scottish Charity Regulator.

HR Foundation Infographic 2023 3
HR Foundation Infographic 2023 2

Report highlights 2022-23

We are delighted to share the continued impact of the Foundation: early in 2023 we passed £1 million of grant giving, half our 10-year grant-funding target. We were also able to confirm our secure financial futures funding has reached over 4,800 young people in our first five years, nearly half our 10-year goal. Read more about this here.

None of this would have happened without our invaluable network of charity partners and friends of the Hymans Robertson Foundation. Our charity partners continue to be at the heart of our priority to secure better financial futures for young people. Our report reflects the impact they have, with the support of our funding and network of partners: we are grateful for the services our funded partners provide, including employability skills training, financial education, and mental health and wellbeing services for young people, and for the voluntary digital and technology support provided by our partners who support not for profit organisations.

The Foundation is now fully fledged with a strong governance structure. We are committed to the ongoing development of the governance framework and our Board supports a dynamic approach to strategic delivery ensuring we remain responsive to an ever-changing environment. In 2023 we were delighted to welcome a Young Ambassador to our Board, who makes sure the voices of the young people we want to impact are heard and is helping shape our focus and decisions.

We share our community impact goals with our funder, Hymans Robertson, with the Foundation facilitating relationships between Hymans Robertson volunteers and our charity partners.  This year people at Hymans Robertson achieved over 1,300 hours of volunteering, and fundraising activities at Hymans Robertson raised an additional £12,000 in matched funding from the Foundation.  In addition, the Foundation made humanitarian donations on behalf of the people at Hymans Robertson to DEC for the floods in Pakistan and the Turkey-Syria earthquake appeal.

As we came to the close of the 2022-23 financial year, we bid a fond farewell to our retiring Chair, Clive Fortes, who successfully steered us through the turbulence of the past few years. We are delighted to welcome our new Chair, Gill Tait. Gill has been on our Board since 2016 and brings a deep understanding and experience of the Foundation to the role.

1564 young people supported

We have supported 1564 young people through the Secure Financial Futures programme and the Bursary scheme.

1,300 hours of volunteering

We were delighted to see Hymans Robertson volunteers achieve over 1,300 hours of volunteering with a broad range of charities.

£12,000+ in matched funding

In total we've awarded over £12,000 of this awarded match funding for fundraising by Hymans Robertson for charitable and community organisations across the UK.

£10,000 to the Disasters Emergency Committee

We donated £10,000 to the Disasters Emergency Committee (DEC) to support their appeals for the floods in Pakistan, and their Turkey-Syria earthquake appeal on behalf of the people of Hymans Robertson.