PFD report

Mr Gerwyn John REES · Prevention of Future Deaths report

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Issued 8 Aug 2022•Avon

Report record

Published report and response evidence

This page connects the concerns raised in this report with statements found in recipients’ published responses. A link shows a clear evidence connection; it does not assign responsibility.

View original report
Concerns
5

Raised in this report

Recipients
1

Named on the report

Responses found
1

Of 1 recipient

Stated actions
12

Described in responses

Recipients and published responses

Source document

Full report text

This is the full text from the original published report.

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Concerns and recipient responses

Select any concern, action or position to view the source wording.

Report evidence summary

Concerns raised5

  1. Failure to identify and disseminate learning from serious incidents
    Part of recurring concern: Failure to identify and address recurring safety issues through organisational learningPart of recurring concern: Failure to reliably disseminate contextualised safety learning to relevant staff
  2. Failure to allocate the appropriate ECO observation level following falls risk assessment
    Part of recurring concern: Inadequate Enhanced Care SupervisionPart of recurring concern: Inadequate control of falls risksPart of recurring concern: Unreliable patient observation arrangements
  3. Lack of rigour in RCA investigations of ECO-related incidents
    Part of recurring concern: Inadequate safety incident investigations
Responses linked to these concerns

Each statement is shown once, even when linked to more than one concern.

Actions described in response An action is something a recipient says it has done, is doing, or plans to do in response to a concern raised.7

  1. Action

    Strengthen the Enhanced Care Observation policy with North Bristol NHS Trust partners.

    Stated by Bristol NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 30 September 2022.
  2. Action

    Establish alternative methods for reviewing and learning from patient-safety events that do not require full investigation.

    Stated by Bristol NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 30 September 2022.
  3. Action

    Provide affected staff groups with support, education, training, ward signs, meaningful-activities resources and task kits after policy approval.

    Stated by Bristol NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 30 September 2022.

Respondent positions A position is what a recipient says about a concern when it does not describe a specific action.1

  1. Position

    The patient’s admission presentation did not trigger higher observation because he was calm, oriented, engaged, and able to follow instructions.

    Stated by Bristol NHS Foundation TrustDisputes the concernThe respondent disagreed with part of the concern or the basis for it.

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Failure to identify and disseminate learning from serious incidents

Wider context from the report

“• I find it very difficult to see how Mr REES could properly have been allocated to level 2 ECO observations (“low risk”) at the time of his initial falls risk assessment on 29 November 2020 • However, notwithstanding that initial concern on my part, I am more concerned by the apparent absence of learning following Mr REES’s death • The Trust’s Root Cause Analysis (‘RCA’) investigation/report (co-authored by ████████ a Matron / Senior Nurse) does not identify any issue or concern in respect of that initial allocation to ECO level 2 • Further – during the inquest – when I questioned the nurse who had approved the initial “Level 2” allocation on Ward A413 ████████ she initially maintained that ECO Level 2 was appropriate for Mr REES at that time, before later conceding to me that he should have been allocated to Level 3 observations from the outset and that ECO Level 2 was not an appropriate categorisation for him at the time of his initial falls risk assessment • When I then questioned ████████ (RCA co-author) about this same point, she too initially gave evidence that ECO Level 2 was a reasonable categorisation for Mr REES during the initial falls risk assessment, applying “clinical judgement” (albeit that she later accepted – I think – that it had not been an appropriate categorisation at that time) • I struggle to see how, as a senior nurse with responsibility for investigating an incident such as this and disseminating learning as a result of it, Nurse ████████ can have suggested to me that ECO 2 was ever appropriate for Mr REES • The lack of criticism of Mr REES’s initial risk allocation to ECO level 2 in the RCA report, coupled with these aspects of the live evidence of Nurse ████████ and Matron ████████ (see above) suggest to me that there was a lack of investigative rigour in the RCA reporting process, and/or that the ECO Policy was (and is) not properly understood by the staff involved in authoring the RCA, or in implementing the policy • Whilst it is relatively commonplace to see circumstances in which policies or standard operating procedures have not been properly understood or implemented on a ward, in real time, it is more concerning still to see circumstances such as these; in which even after the Trust’s investigation and learning process have been completed there does not appear to be an appreciation of where mistakes have been made: this of course means that there has been a missed opportunity to learn from the death in question • For completeness, I do not think that I am wrong in my interpretation of the ECO Policy, but if I am, and if – following that policy properly – a patient with a background such as Mr REES could properly be described as at “low risk” and requiring only the protection that is afforded by ECO level 2, then I would be very concerned that the policy itself was not fit for purpose, or safe. ”

Is this part of a recurring concern?

Yes — Failure to identify and address recurring safety issues through organisational learning; Failure to reliably disseminate contextualised safety learning to relevant staff.

Open source report

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Failure to allocate the appropriate ECO observation level following falls risk assessment

Wider context from the report

“• I find it very difficult to see how Mr REES could properly have been allocated to level 2 ECO observations (“low risk”) at the time of his initial falls risk assessment on 29 November 2020 • However, notwithstanding that initial concern on my part, I am more concerned by the apparent absence of learning following Mr REES’s death • The Trust’s Root Cause Analysis (‘RCA’) investigation/report (co-authored by ████████ a Matron / Senior Nurse) does not identify any issue or concern in respect of that initial allocation to ECO level 2 • Further – during the inquest – when I questioned the nurse who had approved the initial “Level 2” allocation on Ward A413 ████████ she initially maintained that ECO Level 2 was appropriate for Mr REES at that time, before later conceding to me that he should have been allocated to Level 3 observations from the outset and that ECO Level 2 was not an appropriate categorisation for him at the time of his initial falls risk assessment • When I then questioned ████████ (RCA co-author) about this same point, she too initially gave evidence that ECO Level 2 was a reasonable categorisation for Mr REES during the initial falls risk assessment, applying “clinical judgement” (albeit that she later accepted – I think – that it had not been an appropriate categorisation at that time) • I struggle to see how, as a senior nurse with responsibility for investigating an incident such as this and disseminating learning as a result of it, Nurse ████████ can have suggested to me that ECO 2 was ever appropriate for Mr REES • The lack of criticism of Mr REES’s initial risk allocation to ECO level 2 in the RCA report, coupled with these aspects of the live evidence of Nurse ████████ and Matron ████████ (see above) suggest to me that there was a lack of investigative rigour in the RCA reporting process, and/or that the ECO Policy was (and is) not properly understood by the staff involved in authoring the RCA, or in implementing the policy • Whilst it is relatively commonplace to see circumstances in which policies or standard operating procedures have not been properly understood or implemented on a ward, in real time, it is more concerning still to see circumstances such as these; in which even after the Trust’s investigation and learning process have been completed there does not appear to be an appreciation of where mistakes have been made: this of course means that there has been a missed opportunity to learn from the death in question • For completeness, I do not think that I am wrong in my interpretation of the ECO Policy, but if I am, and if – following that policy properly – a patient with a background such as Mr REES could properly be described as at “low risk” and requiring only the protection that is afforded by ECO level 2, then I would be very concerned that the policy itself was not fit for purpose, or safe. ”

Is this part of a recurring concern?

Yes — Inadequate Enhanced Care Supervision; Inadequate control of falls risks; Unreliable patient observation arrangements.

Open source report

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Lack of rigour in RCA investigations of ECO-related incidents

Wider context from the report

“• I find it very difficult to see how Mr REES could properly have been allocated to level 2 ECO observations (“low risk”) at the time of his initial falls risk assessment on 29 November 2020 • However, notwithstanding that initial concern on my part, I am more concerned by the apparent absence of learning following Mr REES’s death • The Trust’s Root Cause Analysis (‘RCA’) investigation/report (co-authored by ████████ a Matron / Senior Nurse) does not identify any issue or concern in respect of that initial allocation to ECO level 2 • Further – during the inquest – when I questioned the nurse who had approved the initial “Level 2” allocation on Ward A413 ████████ she initially maintained that ECO Level 2 was appropriate for Mr REES at that time, before later conceding to me that he should have been allocated to Level 3 observations from the outset and that ECO Level 2 was not an appropriate categorisation for him at the time of his initial falls risk assessment • When I then questioned ████████ (RCA co-author) about this same point, she too initially gave evidence that ECO Level 2 was a reasonable categorisation for Mr REES during the initial falls risk assessment, applying “clinical judgement” (albeit that she later accepted – I think – that it had not been an appropriate categorisation at that time) • I struggle to see how, as a senior nurse with responsibility for investigating an incident such as this and disseminating learning as a result of it, Nurse ████████ can have suggested to me that ECO 2 was ever appropriate for Mr REES • The lack of criticism of Mr REES’s initial risk allocation to ECO level 2 in the RCA report, coupled with these aspects of the live evidence of Nurse ████████ and Matron ████████ (see above) suggest to me that there was a lack of investigative rigour in the RCA reporting process, and/or that the ECO Policy was (and is) not properly understood by the staff involved in authoring the RCA, or in implementing the policy • Whilst it is relatively commonplace to see circumstances in which policies or standard operating procedures have not been properly understood or implemented on a ward, in real time, it is more concerning still to see circumstances such as these; in which even after the Trust’s investigation and learning process have been completed there does not appear to be an appreciation of where mistakes have been made: this of course means that there has been a missed opportunity to learn from the death in question • For completeness, I do not think that I am wrong in my interpretation of the ECO Policy, but if I am, and if – following that policy properly – a patient with a background such as Mr REES could properly be described as at “low risk” and requiring only the protection that is afforded by ECO level 2, then I would be very concerned that the policy itself was not fit for purpose, or safe. ”

Is this part of a recurring concern?

Yes — Inadequate safety incident investigations.

Open source report

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Failure by staff to understand and implement the ECO Policy

Wider context from the report

“• I find it very difficult to see how Mr REES could properly have been allocated to level 2 ECO observations (“low risk”) at the time of his initial falls risk assessment on 29 November 2020 • However, notwithstanding that initial concern on my part, I am more concerned by the apparent absence of learning following Mr REES’s death • The Trust’s Root Cause Analysis (‘RCA’) investigation/report (co-authored by ████████ a Matron / Senior Nurse) does not identify any issue or concern in respect of that initial allocation to ECO level 2 • Further – during the inquest – when I questioned the nurse who had approved the initial “Level 2” allocation on Ward A413 ████████ she initially maintained that ECO Level 2 was appropriate for Mr REES at that time, before later conceding to me that he should have been allocated to Level 3 observations from the outset and that ECO Level 2 was not an appropriate categorisation for him at the time of his initial falls risk assessment • When I then questioned ████████ (RCA co-author) about this same point, she too initially gave evidence that ECO Level 2 was a reasonable categorisation for Mr REES during the initial falls risk assessment, applying “clinical judgement” (albeit that she later accepted – I think – that it had not been an appropriate categorisation at that time) • I struggle to see how, as a senior nurse with responsibility for investigating an incident such as this and disseminating learning as a result of it, Nurse ████████ can have suggested to me that ECO 2 was ever appropriate for Mr REES • The lack of criticism of Mr REES’s initial risk allocation to ECO level 2 in the RCA report, coupled with these aspects of the live evidence of Nurse ████████ and Matron ████████ (see above) suggest to me that there was a lack of investigative rigour in the RCA reporting process, and/or that the ECO Policy was (and is) not properly understood by the staff involved in authoring the RCA, or in implementing the policy • Whilst it is relatively commonplace to see circumstances in which policies or standard operating procedures have not been properly understood or implemented on a ward, in real time, it is more concerning still to see circumstances such as these; in which even after the Trust’s investigation and learning process have been completed there does not appear to be an appreciation of where mistakes have been made: this of course means that there has been a missed opportunity to learn from the death in question • For completeness, I do not think that I am wrong in my interpretation of the ECO Policy, but if I am, and if – following that policy properly – a patient with a background such as Mr REES could properly be described as at “low risk” and requiring only the protection that is afforded by ECO level 2, then I would be very concerned that the policy itself was not fit for purpose, or safe. ”

Is this part of a recurring concern?

Yes — Unreliable patient observation arrangements.

Open source report

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

ECO Policy not fit for purpose or safe

Wider context from the report

“• I find it very difficult to see how Mr REES could properly have been allocated to level 2 ECO observations (“low risk”) at the time of his initial falls risk assessment on 29 November 2020 • However, notwithstanding that initial concern on my part, I am more concerned by the apparent absence of learning following Mr REES’s death • The Trust’s Root Cause Analysis (‘RCA’) investigation/report (co-authored by ████████ a Matron / Senior Nurse) does not identify any issue or concern in respect of that initial allocation to ECO level 2 • Further – during the inquest – when I questioned the nurse who had approved the initial “Level 2” allocation on Ward A413 ████████ she initially maintained that ECO Level 2 was appropriate for Mr REES at that time, before later conceding to me that he should have been allocated to Level 3 observations from the outset and that ECO Level 2 was not an appropriate categorisation for him at the time of his initial falls risk assessment • When I then questioned ████████ (RCA co-author) about this same point, she too initially gave evidence that ECO Level 2 was a reasonable categorisation for Mr REES during the initial falls risk assessment, applying “clinical judgement” (albeit that she later accepted – I think – that it had not been an appropriate categorisation at that time) • I struggle to see how, as a senior nurse with responsibility for investigating an incident such as this and disseminating learning as a result of it, Nurse ████████ can have suggested to me that ECO 2 was ever appropriate for Mr REES • The lack of criticism of Mr REES’s initial risk allocation to ECO level 2 in the RCA report, coupled with these aspects of the live evidence of Nurse ████████ and Matron ████████ (see above) suggest to me that there was a lack of investigative rigour in the RCA reporting process, and/or that the ECO Policy was (and is) not properly understood by the staff involved in authoring the RCA, or in implementing the policy • Whilst it is relatively commonplace to see circumstances in which policies or standard operating procedures have not been properly understood or implemented on a ward, in real time, it is more concerning still to see circumstances such as these; in which even after the Trust’s investigation and learning process have been completed there does not appear to be an appreciation of where mistakes have been made: this of course means that there has been a missed opportunity to learn from the death in question • For completeness, I do not think that I am wrong in my interpretation of the ECO Policy, but if I am, and if – following that policy properly – a patient with a background such as Mr REES could properly be described as at “low risk” and requiring only the protection that is afforded by ECO level 2, then I would be very concerned that the policy itself was not fit for purpose, or safe. ”

Is this part of a recurring concern?

Yes — Inadequate Enhanced Care Supervision.

Open source report

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Strengthen the Enhanced Care Observation policy with North Bristol NHS Trust partners.

Verbatim wording from the response

“In addition, to provide equitable and consistent care for all our patients, we will look at strengthening the ECO policy along with our partners in North Bristol NHS Trust.”

Source location

Response from University Hospital Bristol and Weston
Page 2 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Establish alternative methods for reviewing and learning from patient-safety events that do not require full investigation.

Verbatim wording from the response

“• There will be alternative methods for reviewing and learning from patient safety events that do not meet the criteria for a full patient safety incident investigation.”

Source location

Response from University Hospital Bristol and Weston
Page 4 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Provide affected staff groups with support, education, training, ward signs, meaningful-activities resources and task kits after policy approval.

Verbatim wording from the response

“Once the updated policy has been approved, key staff groups affected by the ECO policy will be provided support, education, and training in applying the policy in practice. This will include display signs in ward areas, a meaningful activities list and task kits, and additional training to the ECO team from the dementia, delirium and falls team.”

Source location

Response from University Hospital Bristol and Weston
Page 3 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Complete level 3 patient-safety investigation training for seven relevant staff members.

Verbatim wording from the response

“• Seven members of staff working in patient safety roles in UHBW have undertaken the new level 3 investigation training made available by the Healthcare Safety Investigation Branch (HSIB) in early 2022 (or possess a recognised Masters level”

Source location

Response from University Hospital Bristol and Weston
Page 3 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Implement the agreed and funded patient-safety investigation model, including a central team of expert investigators and a human-factors specialist.

Verbatim wording from the response

“Unfortunately, pace was impeded by the Covid-19 pandemic and the need to prioritise clinical service provision however in the past 12 months practical preparations have taken off to enable transfer to the new framework by June 2023. A number of changes have already been made which are relevant to this response with more currently underway and planned which are summarised below.”

Source location

Response from University Hospital Bristol and Weston
Page 3 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Enhance governance arrangements for learning and improvement from patient-safety incidents.

Verbatim wording from the response

“• Governance arrangements for learning and improvement from patient safety incidents will continue and be enhanced.”

Source location

Response from University Hospital Bristol and Weston
Page 4 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Implement the revised Enhanced Care Observation and Meaningful Activities Policy with non-numbered observation categories and holistic patient-needs guidance.

Verbatim wording from the response

“As a direct result of this case, we have reconsidered our Enhanced Care Observation (ECO) and Meaningful Activities Policy and are in the process of implementing a revised policy to take on board our learning from this case. It is expected that this updated policy will be in place by November 2022. The updated policy removes the levels of 1, 2, 3, and 4 for ECO, which sometimes causes confusion amongst practitioners and replaces the levels for all inpatients requiring observations with:”

Source location

Response from University Hospital Bristol and Weston
Page 2 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent position was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

The patient’s admission presentation did not trigger higher observation because he was calm, oriented, engaged, and able to follow instructions.

Verbatim wording from the response

“We have reflected on the Root Cause Analysis carried out in this case with particular regard to the concerns you have raised. When assessing the falls risk for new patients admitted to hospital, we consider many aspects including their past medical history, reason for admission, and the presentation of the patient at that time. In Mr Rees’ case he was assessed on admission and assigned ECO level 2. At the time of presentation Mr Rees was found to be alert, orientated, not agitated, and calm. Mr Rees was able to hold a coherent conversation and was able to understand instructions to sit and wait for help to assist him to mobilise. Mr Rees was not putting himself at risk e.g., he was not attempting to mobilise on his own. We recognised that Mr Rees was an elderly gentleman with a history of previous falls and underlying mental health and medical health issues.”

Source location

Response from University Hospital Bristol and Weston
Page 2 · response
Published 30 September 2022

Open published response

Other statements in published responses

These actions and other statements could not be clearly connected to one concern in this report.

Recipient-stated actions An action is something a recipient says it has done, is doing, or plans to do in response to a concern raised.5

  1. 1

    Maintain falls champions within ward teams to facilitate and cascade evidence-based falls-prevention practice.

    Stated by Bristol NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 30 September 2022.
  2. 2

    Publish the Patient Safety Incident Response Plan, including criteria for full investigations, on the Trust website.

    Stated by Bristol NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 30 September 2022.
  3. 3

    Provide or access further level 2 patient-safety training modules for staff in relevant roles.

    Stated by Bristol NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 30 September 2022.
  4. 4

    Update the falls-prevention information leaflet for patients and staff.

    Stated by Bristol NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 30 September 2022.
  5. 5

    Provide simulation-based bespoke training to ward teams on managing falls.

    Stated by Bristol NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 30 September 2022.

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Maintain falls champions within ward teams to facilitate and cascade evidence-based falls-prevention practice.

Verbatim wording from the response

“across the Trust. The ward based teams also identify and have falls champions within each team to facilitate and cascade evidence based practice in falls prevention and care. The Team also has updated the falls prevention information leaflet as well as providing simulation based bespoke training to ward teams in the management of falls.”

Source location

Response from University Hospital Bristol and Weston
Page 2 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Publish the Patient Safety Incident Response Plan, including criteria for full investigations, on the Trust website.

Verbatim wording from the response

“• The criteria for a full investigation will include those events for which a full investigation is nationally mandated and events related to key patient safety risks identified as priorities for learning and improvement within UHBW’s Patient Safety Incident Response Plan. This plan will be published on our website by the end of 2022/23.”

Source location

Response from University Hospital Bristol and Weston
Page 3 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Provide or access further level 2 patient-safety training modules for staff in relevant roles.

Verbatim wording from the response

“• equivalent). Further level 2 patient safety training modules have been made available by the HSIB in the past couple of weeks and UHBW staff in relevant roles are accessing these over the next few months.”

Source location

Response from University Hospital Bristol and Weston
Page 4 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Update the falls-prevention information leaflet for patients and staff.

Verbatim wording from the response

“across the Trust. The ward based teams also identify and have falls champions within each team to facilitate and cascade evidence based practice in falls prevention and care. The Team also has updated the falls prevention information leaflet as well as providing simulation based bespoke training to ward teams in the management of falls.”

Source location

Response from University Hospital Bristol and Weston
Page 2 · response
Published 30 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Provide simulation-based bespoke training to ward teams on managing falls.

Verbatim wording from the response

“across the Trust. The ward based teams also identify and have falls champions within each team to facilitate and cascade evidence based practice in falls prevention and care. The Team also has updated the falls prevention information leaflet as well as providing simulation based bespoke training to ward teams in the management of falls.”

Source location

Response from University Hospital Bristol and Weston
Page 2 · response
Published 30 September 2022

Open published response
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Information checked against the published report and official responses · Data reviewed 7 Sep 2026 · About data quality and limitations

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Data last updated 7 September 2026