Improving later life ………………...……...…….......…. 2020-21 Annual Review Welcome to Age UK Solihull’s ## Annual Review 2020-21 Our vision is of a world where older people flourish, and our mission is to help improve the lives of all older people in the borough of Solihull. Together with our trustees, staff, volunteers, partners and supporters we help make later life better for thousands of older people in Solihull. 2 ## Directors and Trustees D C Mattocks (Chairman) M D Way (Vice Chairman) (resigned 31.03.21) L E Bourne J Baynton P J Oakley S R Tomlinson N C Robinson P Chauhan (appointed 31.03.21) ## SMBC Rep Cllr Alison Rolf ## Company Secretary A F Hastings ## ce Registered Off The Core, Central Library Building, Homer Road, Solihull, B91 3RG ## Registered Charity Number 1055887 ## Senior Statutory Auditor Mr J Seagrave FCCA ## Statutory Auditors Seagrave French LLP SFHQ, 1 Poplars Court, Lenton Lane, Nottingham, NG7 2RR 3 ## President’s Message I have been involved with the fantastic work of Age UK Solihull for many years now, during my time as Mayor of Solihull from 2019–21. It has been an honour and privilege to see the hard work and dedication to help the elderly in our borough, and no more so than during these testing times as we have coped with the coronavirus pandemic. Your work has been absolutely outstanding, and I am sure has been the saviour for many people who were forced to stay at home and shield for so long. From delivering food parcels to making regular phone calls, the continual support you have given people will have no doubt brought hope and light in what has been a very dark time. I thank you for all your hard work and the huge positive difference you make to the lives of elderly people in Solihull. Sending my very best wishes for a better year ahead. ## Councillor Stuart Davis ## Mayor of Solihull 2019-21 4 ## Chairman’s Statement While this report details the work of the Charity in 2020-21, we must also reflect on the catastrophic effects the coronavirus pandemic had on older people’s lives in the borough and its ongoing challenges. With our hardworking teams of staff and volunteers, we were able to rise to the occasion and be there for the people who needed us. The Chief Executive Officer’s Report explains in more detail the commitment given by the Charity over the past year. We are very grateful for the level of support we received from many different sources during the year, which demonstrated true community spirit and a helping hand for those in need. The close working relationship with Solihull MBC has been exceptional in these difficult times. This has been a testing year for Age UK Solihull and I am proud of the manner in which it adapted its work and indeed seemed to thrive in its efforts to be there for older and vulnerable people when it was needed. We were saddened that two members of staff succumbed to the virus and lost their lives prematurely. Our thoughts are with their families. My thanks go to all our staff and volunteers, old and new, who continue to provide dedicated support in all our activities and without whom the breadth and depth of services could not be adequately provided. Thanks also to those volunteers who serve as Trustees/Directors of the Charity, who continue to support the staff and volunteers by ensuring the effective operation and good governance required to run a charity. ## D C Mattocks ## Chairman - Age UK Solihull 5 ## Chief Executive Offcer’s Message 2020-21 has been a year like no other but Age UK Solihull are amazingly proud of the dedication shown by our staff and volunteers in responding quickly to the coronavirus crisis and ensuring that older and vulnerable residents of Solihull had what they needed right from the beginning of the lockdown in March 2020. The coronavirus pandemic has been a very frightening time for our clients, particularly those who had to shield and were left isolated when their normal support networks were breaking down. As a result, we were inundated with calls from Solihull residents needing our help; in fact in the first 6 weeks alone, we saw an increase of 353% in contacts in and out of the main reception number. Overnight many of our services were transformed from face-to-face contact to phone and other virtual contacts and those phones were very busy with literally thousands of befriending calls taking place on a weekly basis and for those most vulnerable, hundreds of daily welfare calls to make sure that people were okay. 117 new volunteers came forward to help our staff and together with many of our existing volunteers were soon engaged in doing shopping for people, delivering prescriptions and probably busiest of all, packing and delivering over 3,000 food parcels during the height of the first lockdown. Throughout the pandemic our team of staff and volunteers turned their hand to any role that was needed to keep vulnerable people safe and well. Everyone worked flat-out not only to maintain the availability of their own services but to support the overall emergency response of the Charity. Our staff and volunteers are truly a flexible and highly skilled and resourceful team. The value of good partnerships came to the fore during this difficult time because we couldn’t have done it alone, and we are very grateful to the many organisations and businesses who supported us in so many ways, with donations and practical help. We also had very welcome support from everyone at Solihull Metropolitan Borough Council and it was good to be able to work with them to meet the very pressing and urgent needs of the residents of this lovely Borough, with fantastic support from our local community. Even now as we prepare this Annual Review on a year unlike any other in our experience, Age UK Solihull continues to respond to the coronavirus pandemic and provide support to older and vulnerable people in our local communities. The way in which we deliver our services has adapted throughout this challenging time, but older and vulnerable people and their health and wellbeing remain at the forefront of everything we do. For the reasons outlined above, it will be difficult to provide year-on-year comparisons for some of our services but the overall picture remains one of pulling out all the stops to ensure that Solihull residents had the best possible outcomes during this very difficult and unprecedented time. Anne F Hastings Chief Executive Offcer - Employees as at 31st March 2021 - ~~ee~~ Management Charity Shops and eBay Community Advice Hub - including Benefits and Debt Social Prescribers/ Community Advice Hub Older Peoples I&A Winter Warmth Direct Payments Home Support Service Postural Stability Instruction and Linking People Together Finance Admin Fundraising Volunteering 7 ## Enabling People ## to get involved in shaping their world so that it better meets their needs 8 ## Highlights ~~ee~~ We maintained a small on-site team at The Core throughout the pandemic, with the result that we were able to respond quickly to our Age UK Solihull Enquiries Line , which was inundated with calls from very distressed and frightened older people, especially in the early months. 2,010 people called this line, and 8,663 contacts were generated - more than double those in the previous years when 1,051 people accessed the service and generated 3,469 contacts. \ …………………………………………………………………………………………………………………….. The South Solihull Community Advice Hub operated via email and telephone without any face-to-face contact during the year, dealt with 3,361 people and generated 13,813 contacts. The North Solihull Community Advice Hubs, normally operating from the Library in Chelmsley Wood, was also closed due to coronavirus restrictions, but were still able to support and help 989 people. …………………………………………………………………………………………………………………….. Our All-Age Beneft Services (a partnership of Age UK Solihull and Solihull Mind) successfully claimed £2,601,000 for Solihull residents (a slight increase on last year’s figure of £2,327,000 ). Our success rate in supporting people to claim the benefits to which they are entitled remains consistently high bringing our total benefits and grants success for 2020-21 to £2,670,000 (2020: £3,277,000 ), an impressive result given the additional difficulties in delivering the service remotely. …………………………………………………………………………………………………………………….. The Direct Payments Information and Advice Service was accessed by 98 new people this year and helped 347 people to manage their personal care budgets and find support for their care needs. …………………………………………………………………………………………………………………….. Our sub-contract with the Disability Resource Centre (DRC) to provide Disability Casework resulted in 141 clients accessing the service and our Outreach Service which by definition usually means face-to-face interactions, was still able to support 171 people by telephone. …………………………………………………………………………………………………………………….. The overall number of contacts in and out of the Community Advice Hubs in 2020-21 was 30,955 , a decrease of 13% on 2019-20’s figures of 35,418 , but nevertheless a big achievement given the restrictions placed on the services and demonstrates the 4 efforts of our very hardworking teams in meeting the needs of the residents of Solihull. …………………………………………………………………………………………………………………….. The Solihull Winter Warmth Campaign has been delivered by Age UK Solihull on behalf of Solihull Council since 2008. This year the project recorded 2,427 contacts. In addition, the Winter Warmth Campaign distributed Government Winter Grants on behalf of Solihull Council, with a total of £40,005 being awarded to households vulnerable to the pandemic for food, energy bills and other household essentials. …………………………………………………………………………………………………………………….. The Energy Redress Scheme awarded funding to provide energy related advice to Solihull residents to receive a switch comparison, make applications for grants, give support to reduce fuel debt and negotiate with energy suppliers and provide advice on how to be more energy efficient and reduce bills. The quarterly target of 62 households directly supported has been more than doubled each quarter to date. 9 Promoting Positive Attitudes to Ageing by recognising the valuable contribution that older people make to society 10 ## Highlights ~~ee~~ ## Safeguarding Adults Adults with care and support needs are amongst the most vulnerable members of society. Protecting them from becoming the victims of abuse is a responsibility that all our staff and volunteers take very seriously. As well as ensuring that all staff and volunteers have relevant training and DBS checks in place, we are also committed to supporting the Solihull Safeguarding Adults Board and ensuring that the Voluntary and Community Sector is a key player in the prevention of abuse of older and vulnerable people in the borough. …………………………………………………………………………………………………………………….. ## Partnership Working Age UK Solihull has a long standing reputation for working in partnership with statutory and voluntary sector colleagues in Solihull to achieve the best outcomes for our clients. We also work closely with our colleagues at Age UK and the Age England Association on our common goals and are also active members of the Age UK West Midlands Regional Board and Networks. aa …………………………………………………………………………………………………………………….. Research Project: older people’s care and self-funding experiences Age UK Solihull were the Community Partner to the University of Birmingham in a research project entitled Older people’s care and selffunding experience. This research has been undertaken over the last py three and a half years, alongside sister projects with the University of Brighton and the University of Lincoln, exploring how older people experience the process of finding and paying for personal care from their own resources in three very different local authority areas. 65 older people who were paying for their own care were interviewed, along with family members who support older people with paying for their care, and a range of care providers and social care professionals. An interesting part of the research involved a team of Co-researchers, all drawn from Age UK Solihull’s volunteer database, with experience themselves of caring for older people. In this way, the research enabled the voices of older people to be brought very much to the forefront and we are very grateful to the Co-researchers who gave up so much of their time and expertise to this piece of work. Older people who pay for their own care have been almost invisible in policy and practice so little was known about how they navigate and negotiate buying care in a complex and often fragmented care system. This research has resulted in a heightened awareness of the often poor experiences of self funders in Solihull and their significant impact on the local care market. 11 ## Supporting Older People through a wide range of services delivered in the way that older people want 12 ## Highlights ~~eee~~ Our Linking People Together service, with an overall aim of bringing people together and linking them back into the community, had an extremely busy year with almost double the number of new clients referred into the project: 424 in * 2020-21 compared to 224 in 2019-20. This is not surprising given that so many older people were left isolated and lonely during the pandemic, particularly those in this cohort who needed to shield and found great comfort in the regular phone calls and daily welfare calls. The numbers of volunteers supporting the service also grew immensely from 140 last year to over 300 this year as Solihull residents responded so brilliantly to the call for help. Even these figures do not do justice to all the brilliant volunteer help we received with shopping, prescription collection, transport to vaccination appointments, vaccine site marshalling, welfare calls etc, and does not include the amazing support we had from the team at National Grid Call Centre, Edwardians RFC and Olton Cricket Club for which we were extremely grateful. …………………………………………………………………………………………………………………….. ## The Older People’s Information and Advice Service provided specialist support to 774 older people, with 396 of these being new to the service this year. This specialist service is instrumental in ensuring that older people have all the information, support and advice they need to plan their future, especially concerning housing, care and independent living, together with a whole host of other issues which impact on older people every day of their lives. …………………………………………………………………………………………………………………….. ## Veterans in Solihull Not Forgotten was a new project funded by the Armed Forces Covenant Fund Trust, ensuring veterans had the help and support they needed in the height of the pandemic. It had a target of 200 veterans to be identified and offered direct support and despite the limitations presented by the pandemic, was able to support 272 veterans in the borough. 13 ## Working With and ## For Older People in very practical ways to promote their health, wellbeing and independence 14 Highlights ~~ee~~ Age UK Solihull’s only chargeable service, the Home Support Service , provided 8,575 paid hours of support during 2020-21 but many more uncharged for hours of support to clients where full PPE was required, for @ example Winter Warmth deliveries of emergency heaters and quilts, emergency shopping and other essentials for those shielding. Non-essential tasks were suspended in March 2020, and reintroduced from July 2020 onwards. The service is designed to enable older people to remain living independently and includes activities like supporting housework, laundry, shopping, socialising and respite breaks for carers. In a normal year, we would expect to deliver approximately 14,000 paid hours of support to around 135 people. …………………………………………………………………………………………………………………….. The Postural Stability Instruction Programme (PSI) is one of the most successful falls prevention initiatives in Solihull and is the only evidencebased exercise programme that provides proven outcomes for frequent & or recurrent fallers. We met our target for the year of 136 starters and despite all the classes being held virtually over the course of this difficult year, the results for those individuals taking part are above initial expectations and evidence the effectiveness and determination & of the PSI team to maintain results. …………………………………………………………………………………………………………………….. We work with South Central Solihull Primary Care Network (PCN) , to provide a Social Prescribing programme for those isolated patients who need some support to integrate with the community and combat loneliness. 269 people have been supported since December 2019 when ? the programme started, more than double the target of 112 for the period. This relationship with the PCN also led to Age UK Solihull being able to support the Richmond Road practice with its excellent vaccination roll-out programme, by helping to get people to the venue and helping to marshal and support those arriving and leaving. …………………………………………………………………………………………………………………….. We are delighted to be working with the Public Health team and other partners to pilot a new Digital Champions project with the aim of supporting clients who are digitally excluded to learn digital skills. With | so many services relying more heavily on digital communications, it is vital that more support is given to older people who have to date been excluded. Launching a pilot during lockdown with no face-to-face contact possible was challenging to say the least. It is testament to the determination of some amazing volunteers and their coordinator which has seen 12 volunteers trained as Digital Champions and 18 people learning a whole new skill set from scratch during the 6- month pilot. …………………………………………………………………………………………………………………….. Volunteers have been at the heart of our services this year, and in particular in response to the pandemic. 380 volunteers supported our services, including 8 who have been with the charity for over 20 years and 16 who have been with us for over 15 years. 15 ## How we raise ## our funds Age UK Solihull’s unrestricted income in 2020-21 was £554,152 which was derived from our charity shops and social enterprise (including significant grant support due to coronavirus restrictions) and donations , allowing us to deliver on our . core objectives of improving later life Highlights ~~—~~ Our charity shops were mostly closed during the year, due to coronavirus restrictions. Sales and grant support at our shops at • Hobs Moat Road, Solihull • Hurst Lane North, Castle Bromwich ~~|~~ totalled £93,056 …………………………………………………………………………………………………………………….. Income from our Home Support Services amounted to £246,612 …………………………………………………………………………………………………………………….. Our Fundraising Team raised £197,156 , of which was unrestricted. £180,556 With our usual activities not possible due to coronavirus restrictions, we were pleased with the success of our Christmas card sales and raffles, and Slip into Slippers. We received fantastic support from many local organisations and businesses, including QS Davisons, Paragon Finance, Countryside Properties, JLR and Knowle and Dorridge Ladies Circle. 17 ## Financial Review In 2020-21, our total incoming resources were £1,899,000 , and our total expenditure was £1,630,000 . 91p in every £1 was spent on our charitable activities. …………………………………………………………………………………………………………………….. Income by source Voluntary income £185,000 ry Retail £93,000 Charged for services £252,000 Income from charitable activities ‘ny @ £1,347,000 Fundraising activities £19,000 — Other £3,000 …………………………………………………………………………………………………………………….. Charitable Expenditure - total £1,484,000 Enabling older people £836,000 (56%) kts Promoting positive attitudes £5,000 Supporting older people £306,000 (21%) & e°e Working with and for older people £337,000 (23%) at …………………………………………………………………………………………………………………….. Other Expenditure - total £146,000 Governance costs £11,000 me Cost of generating funds £135,000 18 Age UK Solihull, started life as Age Concern Metropolitan Borough of Solihull in March 1983 in response to considerable research and strong evidence of the need for an organisation to provide services and to work in partnership with the local authority for the beneft of older people. registration number 1055887. It is a company by limited guarantee, the company number is 3180062. The registered offce is The Core, Central Library Building, Homer Road, Solihull, B91 3RG. Age UK Solihull is a member of the Age England Association (which replaced the Age Concern Federation following the merger of Age Concern England and Help the Aged in April 2009). In September 2010, Age UK Solihull became a brand partner of the new national charity Age UK, with a shared commitment to working with older people, shared values and aims. In 2016 we agreed a new Brand Partnership for 5 years to 2021. Today, Age UK Solihull is a medium sized organisation, employing 57 staff (full and part time) and has one of the largest volunteer help-forces (380+) in the borough. 15 I Solihull ageuK Charity Number.. 1055887 REGISTERED IIUMBER: 031￿62 IEn¢land and Wales) REPORT OF THE DIRECTORS AND TRUSTEES AND CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021 FOR AGE CONCERN SOLIHULL trading as AGE UK SOLIHULL ILIMITED BY GUARANTEE) AGE CONCERN SIXIHULLir**yasAGE UKSOLIHIILL ICrynp*ry rwnthr.. 031800621 Contents ofthe Finanaal 5tatemints forthe YearÉnded al 2021 Page Company Information ReFM)rt of the Directors and Trustees Report of the Auditors li Statement of Financial Activities- Charity and ConsolKlated 14 Balance Sheet- Charity 18 Balance Sheet- Consolidated 19 Statement of Cash Flows- Charity 20 Statement of Cash Flows- Consolidated 21 Notes to the Consolidated Financial Statements 22 AGE CONCEIWI SOUHULLtradh¥asAGE UK SOUHULL IC¢mpw number. 031800621 forthe Year EThled 31 M¥th 2021 DIREcfoR5 AND TRUSTEES: D C MattoL*s Ichaimianl M D Way Ivice Chairman) (resigned 31 March 20211 S Ahmed (resigned 2 June 20201 J Baynton L E Bourne P Chauhan (appointed 31 March 20211 P J Oaklev N C Robinson S R Tomlinson SECRETARY: A F Hastings CHIEF EXECUTIVE OFFICER: A F Hastings REGISTERED AND PRINapAL OFFI￿. The Core Central Library Building Homer Road Solihull West Midland5 B913RG REGisfERED NUMBER: 0318￿62 {England and Walesl REGISTERED CHARITY NUMBER: 1055887 SENIOR STATUTORY AUDITOR: Mr J Seagrave FCCA AUDITORS: Seagrave F￿fich LLP Statutory Audito I Poplars Court Lenton Lane Nottin8ham NG7 2RR A6E CONCEIWI SOUHULL trathB •sAGE UXSOUhllLL ICThiwy Nmb•r'. 031800621 frKtht YearÉndEd al Marth 2021 The DltectDf5 and Trustee5 present their rewrt and consolKlated th"nancial statementslorthe yearended 31 March 2021. OBJECfNES Th* Chariws objects are to promote the folk)win8 tXJryX)5es ftsr the LEnefft of pUlA￿ and/oi oldEf PEoplÈ in and around the Metropolitan Borough of Solihull: preventlng or reIwIngt￿ poverty of older people • advancingeducation preventing 01 re1￿ings[ckneS$, disease or Suffer1￿ In olderpeOp￿ (￿ether emtK)nal, metwal or physl¢)11 prorTr)ting equalty and dwer5rty a5slsting older people in r£ed by Tea50n of i1￿*atth, disability, finarKial hard5hip5. srfialexclulon or otherdlsadvant&8e and such other chaiitable purpK)sesforthe ￿nerrt of older peop￿ asthe Trustees r￿￿ fvtsm tlmeto time decide. REVIEW OF CHNRITABLE AcrivrriES ANDACHIEVEMEIITS In ￿aSur]ng our work on behalf of ol&r kwple in Solihull. wè look at￿ wcce$5 of each 5ervKe WÈ provide and the benefits they havè brouBht tlithe peop￿ we are Set up to help. We have referred to the gumlance contsined In the Charity Commls5ion's guidance Dn pUl￿'C benefr(when revRwing aur actNitEs and in plannin8bJtureattNtties. Wegmupourachvévement5 intofourare3s of action, 11 of which we may use to addressany part￿u￿r tssue= Enabling older people to get irhvofved in shaping thelr worfd so that tt better rneets thelr needs Promotln8 ￿5vc]ve zttfÉudes to agelng by recognisingthe valuable contri1￿10￿ that Dlder pÈoplÈ make to Dur sr Supporting older ￿Op1ethr0Ugh a WKJe range of Se￿￿eS. delfvered in ways that older peoplÈ want Worklng wlth and for older people by Invofvlngokler [￿pIe in all that we do in very pwtKal ways wh￿h prornotes thelr health, wel￿being and independence An unprecedented response In Unwe¢¢￿tted tsmes 202Ck21 has beern a year IlkÈ nD OtF*r and UK 5ollhull is proud oFts* amaiint dedication shown by our and volunteers in respondSng quSckly io the coronavlws cr)sis and ensuring that older and vulnerable reyderts of 50lihull had what they needed rlehi from the beginning of the lockdawn in March 2020. TIE COVltk19 pandernK ha5 been a ¥ery frightening time for our clients, particularly those who had to sh￿Id and were left i501ated when th*r norrnal SUPFOrt networks were bTèaking down. As a rtsult, we w•¥e inundatedwith callsfrorn Solihull re5identsneediTr8 our hdp. Inthefirstsix￿k5a1o￿e. we sawan increase of 353% incontacts in and out of the main recept*)n nurnber. Many of OUrse￿Ice$ were transforrned ovemlghtfrorn factrttrfacecortact to phor* and othervirtual contart. Those phone5 were very bu5V With Ilter311y thousands of belriendin8calls tsking p￿ce on a weekly basi5 and forthose mostvulnerable, huTrdreds of daily we￿are calls to make sure that peop￿ were okay. 180 neW¥O￿nteerS came forward to help our staff and. tagetherwith n￿nY0f our existlng band of over 300 volunteers, Ihey were soon engaged in doing skJppinKfor Feople. del1ver1￿ p￿ScrIpt￿nS and probably trAJslestgf all, packing and deliverin8 over 3.<￿IrA)d parceLs durfngthe he*htof ￿ pandemK in Wlto Juve 2020. Thr￿8￿)ut the pandem￿ ourteam of staff and Volunteers tumedthelr hand to aw rts￿ that vrns ￿edEd to keepvulnerable people sale and well. E¥eryon2 worked flat-out not On￿ to m?irtain the availatylity of their own services but also to support the (jverall emergenty ￿$￿n$• of Chartty. Ourstsff and Volunteer$a￿ truhf a flexible and hi8hty skil￿d and re50urcelul ttam. The value of good partnership5 Came to the fore during this difficu￿ time becaust we couldn't have done It alone. and we 3re very gratefulto the manyorganI5ations and bUs1r￿ssesWho supported us in so manyways. %vith donations and ￿ttIcal help. We also had very wekorne support from everyone at Solihull Metropolr(an Borough Counul and rc was good to be able to work wlth them to meet thevery pressin8 and Ur6e￿ needs ofthe resldents of thls Borough. wlth thÈfanrasbc suprx)rt from our lotal (Dmmunity- Page 2 AGE COKfERN SOLIHULLtra*qas AGE UKSOLIHULL (c￿*￿ nwiber 031800621 Repyt ofthe Dire¢*ors and Twstees (a￿￿ed) for the Year Énded Il M¥th 2021 REVIEWOFCNARITABLE AcllviTIESANDACHIEVEMEiifSl¢ort¥iuedl Even now as we prepare thSs Annual ReN)rt on a year unfike any other inour experierKe. * UK Solihull continuesto ￿pond to the effects of the pandernici providin85UPPOrtto older and vulnerable peop* In our kjcal comrnunrries. The way in which we dellver our serviee5 has èdapted throu8heLrt this ehallengingtime. but older andwJlnerablÈ people 3nd their heakh and wellbÈing remain at the forefront of everything we (kn. We cornment in more detail about our indmduèl servKes in the pages that folk)w and note that It Is d11ficu￿ lo provlde approprlits year-on-year Comparts￿n$ foi x>rrE of our Ser￿ceS. The overall pkture L% one of pulling out all the 5taps to Ell5ure that &)Iihull E5idents had the best P)55ible oUtCon￿ duri￿ th￿Very dtffKultand unprecedented time. Enabllng People 2020-21 wa5 the second year of our contratt to provMlÈ Adw Hubs in Solilmjll in ￿rtnerShip wtth Sollhull Mind and meant we were In a good place to be aNe to respond to the mary irKreasin8 re4￿$1$ for help whlch came through a5 vulnerable pÈople shielded and needEd supw)rt throu8hout the kKkik)wn. The Hubs continuE to be an int4ral part af Sollhull Council's Commwnlty Wellbeint se￿1￿ offer to all aduks in Solihull and are an excellent example of a new model the overall aim of transforming the borough'5 preventK>n antl earty irrtervention seTrices, respyjndingto 3nd national priorities. The Welcorne Desk at The Core and our Ser¥￿e at the Ubrary in Chelmsky Wood Iwhth had had such a busy year in 2019-20, welcomin8 3,456 and 2,225 people respettivelyl ￿thc￿lsed in mi&March 2020 when all face-ttrface contact with the publii ceased. Wlth ourAdvl¢e Hubs now by phone or emallonly. the South 5oNhull Comnwrdty Athe HubdealE wvch 3361 people and genefated 13,813 tontarts (compared wrch 4.729 people helped Èn 201￿20}. Our North Solihull Community Ad¥lce Hub dealt wlth a further 989 people, In addi(ion we maintained a small on-slteteam atThe CO￿ thr￿&hOUtthe pandemlc. wlth the result t￿t we were able tD respond quickly IL) our main Age LIK ￿1[hU11 RÈcepb'Dn line whKh was inundated calls from very dittressed and frightened older peop￿, espetially ift the tor￿ months. 2,010 people cal￿d this li￿, and &663 contacts were generated, more than doub those in 2019-20 when 1.051 people 3cce5sed the 5eThice and generated 3869 contacts. 5 Part of this work. OUT Bènth Ser¥itts la partnership of Age UK S)lihull and Solihull Mind) Successful￿ clalrned Q601,IJOO for Solihull residents la 12% increase on last yearf5 figure of £2327AWI. HowE¥er our Attendance Allowance Volunteer Vlsltlng st￿￿Was badly affected by being unableto coMp￿te home visits thjrirethe pandernit. This workwas irKorptsrated inttstheAII Age BenefftsSeNice instead. Our5ucces5 in SuPFQrtingpeop￿toc￿irn the benefttstowhKhtheyare entttled maximise theirincomes (measured bytotll benefftsand grants success) for2020121 wasa totalolW7O.￿D(2o20.. £3277.CWI. We leelthi5 15 an irnpressive result given thedthcultyln dellveringthe service rernotety. Th￿ important WOTk in maxim￿1￿8 incomefor ourclients makesa posltlve contribution to the lfves o* man¥ in kjlihull. just thxe rece￿ing the benefits but a150 those then employed to assist wtlh thelr needs as a resutt. Ovrsukonrradwf(ht￿ DlsabllltyResourceCentre IDRClto provideotsab1￿tyca5l1K¥kTe$u￿edlTr141Clientsac£eS51ngthe$eryltr. Ourouireach SeNke whlch by defin￿On uSual￿MÈanS factrto-face InteracboAs. wasstlll ableto suprx)rt 171 people byte￿phone. The Dlrert pa￿nts Informatlon •thryre ser¥1￿ wasattessed ￿ 98 new￿p￿ this yearl2020.. 1171 and helr*d 347 peopleto manèÈetheir personal caré budgets and find support fortheircare needs. Itcontinuesto be rewardingto be ableto offerthlssupport and see people tskecontrol of their care needs and retaintheir independe￿. The overall number Df contacts in 3nd tyjt of the Cornrnunity AdvKe Hubs in 2021>21 wa$ 30.955. a decrease of IYA on 2019-20's figure of 35A18, but neverthe￿$5 a * achieven*ntgiwen the restrictKTrll5 P￿Ced ontTr￿ setvKes arKI dpmDn5trates the 2ffort5 of trur very hardWO￿ng teams In Meet]￿ the needs of the residents of Solihull. The Sollhull Wlnt•i Waimth Campalgn has been delNered by Age UK Solihull on ￿half of Solihull Since 20J8. This year the projert recorded 2N27 contsct512020.. 3.6971. In addÈtK&n. the Winterwamith CampaÈn distributed Government Wlnter Grants on behaw of Sofihull Councll. A total of £40￿05 was awarded to households VUlnera￿e due to the pandemic forfood. energy bills and other household essential5. TheÉner8y Redressstheme awarded fundingto&%e UK g)lihull fortwoyeats from SepternbeT2020to provide energy relaledathiet and support to Sollhull resldents. We help residents to obtain a switch Compa￿KIn. make applications for 8rant5. give support to reduce fuel debt and nÈ8Ot&4te wrth eneryy supplkrs. and provide adv*e on to Ee mre energy efficient and reduce bi115. Thè quarterly target of 62 households direcdy Stsp￿rted has teen mrethan d¢￿b￿￿ each quartef todate. Page 3 AGE CONCERN sWHULLtradI￿ asA£E UK SOUHULL IC•*N•)umber: 0318ty)621 Reprytottr* DlY•¢tors •xl TNstees{wrt•nwll ftwtl* Year Ernled 31 2021 REVIEWOFCHARITABLE AcnviTIES AND ACHIEVEMENTS ImntlTh*di POSI￿V•Att￿￿dÈ$tts A¥elng Research Project.. older people's care and seW-fvndin8experiences Age UK Sollhull were the Communtty Partner to the Unrwersity of Binningham in a research project entitled Olderpeople's wre 5eff-funding experienw. Thi5 research has been undertaken over the kst three and a hatf year5, alonE5idE 515t@r projetts with the Universty of Brighton and the UnNersity of tincoln, ex￿or1r¥ how Ol￿r peotAe ex￿rie￿e the process ol findin8 and paying for personal care from theirowfi ￿sourceS in three very dffFerent IcKal authority areas. 65 older ￿e0P￿ who were forthelr own care were Inter¥*wed, alor8wtih famity tnemiErs who supw>rtolder peop￿ with ￿VIng for theircare. and a range of care providers and sooal tsre prDfÈssionals. An interesting and vital part ol the research invow a team of co-researchers, all drawn frorn P8e UK Solihull's volunteer database, WTth experience themselves of Caring for olde¥ In this way. the ￿SearCh enabkd the voice5 Df DIthT ￿Ople to be brought very much to the forefront and we are %*rygrateful tothE c(HE5earC￿rs who gave up so much of their and expert￿ to this plece of work. Older people who pay for thelr own care rernaln almost Invlyble In Otyand pratt￿e. litt￿ is known about the ways in which they naV￿ate arKI ne8Otiate buyin8 Eare in a Corn￿eX and often fra8rnerrted care 5yskn- Despite thi5 lack cf knawl•d8e, varlous aSgJmwions are made about thelrexperferKes. the main assumptson, whKh has tttn challenged bythe research, isthat self-fvnders have the c￿l¢e and I￿edOM that being a'con5unErf with rrK)ney tD spend on thelr chosen care service5. The research has debunked this and many other Nyths that have sprunE up around older peop￿ as Se￿-fU￿￿ers. The iesearch has resulted In a heiyhtened awarene55 in gjlihull of the ex￿e￿nCe of sÈtF-tunders In the borough. and the S￿niFIcant impactson the local care market Safe8uardin8 Adu￿5 Adults with care and 5UPPOrtneedsarearrK)n8stthe Most¥ul￿ab1e MeMbe￿Of sLuety. Prt)tettin8them from becomlngthevttlms ol abuse is a responsibllity that all our stsff and volunteers tske veryseriouS￿. A5well as ensuiing that all staff and volunteers have relevant trainlng and OBS checks in plats, we are also commrtted to yjppowting the Solihull Aduk 5alewardlnK Board and ensurlng that thevoluntary 2nd Communlty Sectgr Is a key player in the preveTht￿n ol abjse of older and vulnerable ￿Ople in the Borough. Partnership wor￿"n8 Age UKSolihull has a long-standi￿ reputrtiornlorwothng in partnershipwith ststutoryaTr4 voluntsrysector coll￿gUeS In 5ollhull to achievethe bestoutcomes forour cllents. In addltton we 2re attNe members of the * UK West Midland5 Re￿D￿￿1 Board and work on our corT*non 8oals with our ¢d￿agUeS at the Age England A$5rKithn and Age UK (the national charityl tha a nUrn￿r of thelr Netwo￿$, eE. for Volurtteerin& Information & AdvKe, Retail. Supportkn8 Older Peopl• OurLlnknn8 Peopl•Twthw Ser¥￿e. with an overall alm of briwng people together and linkingthem back intothecomrnuTrity, had an extremely busy ￿aT wtth almost doubk the Dumber of new clients referred lrto the prole¢L424 in 2020-21 cornpared to 224 in 2019-20. is not SUrpri￿n8 given that so many oWer ￿￿p￿were left isolatsd and lonely during the pandernlc. particularly those In thls cohort who needed to shield and found great cornfort in the regU￿r phone (alls and webre calls. The num￿r5 of volunteers supportingthe service a￿0 grew immensety from 140 la5tyearto 379thi5 yeorasS)lihull ￿sIdents responded so brilllanttyto the call forhelp. Even theselgures do not dolustlceto all the brill￿nt¥O1Unteer helpwe had wr(h shoppiw p￿Cnptson collettion. Ir2nsport toYac¢1nat￿n appointments, vatclnÈ srte marshalliwg, welfare calls etc. We also had the arnazin8 sUP￿rt from team at Na￿onal Call Centre. Edwardk3ns RFC and Olton Crlckrf Club lor which we were extrev*lygrateful. muckpk)¥ed &)tial clu￿ had to tlose in March 2020 and are nat expÈrted to ￿e0￿ft untll September 2021. The Older Peoplrfs Informatlon and Ser¥ke provided spec4listWp￿rt to T14olthr people. wrth 396 of these belng new to the servlcethis year. This specialist service is instrumental in ensurtng that okler peop￿ have all the infomiatlon. supportand advlce they need tD plan theirfuture. espe£k3llyconcernlng hou5in& care and irKlependent li￿n￿together a whole host of other Issue5 whlch lrnpact orn tslder peopk every day of thelr lfves. Page 4 AGE C014CERN 50UHULL tradity as UXS(XIHULLIc•mp￿¥ Nn*er. 0313￿2} ReP￿t ofthe [￿re￿￿5 8nd Tntstees ¢￿t￿ued) fof the Year Ended31 Morth 20ZI REVIÉVI OFCHPJIITA8LE ACTMTIES PJID ACHIEVEMElItS Icont•x*dl The Later Life Go* projert stsrted OCto￿r 2018 and is funded ty the MasonK Charitable Founda￿On. It 15 all about improvin8 outcorne5 for oldeT peop￿ who Ikive faced or are facing a signffScant lrfe event. This can include bereavernent, becomin8 3 carer. having drff*ultKés lookint after themselves ortheSr partner. belng C0￿med about havlng dementH. havin8 had falb and loneliness andlor social isolation. Despite being suspended in Q4 of 201920. and Th)t being restarted until Ottober 2020. we still surpassed our target of 108 people, reathin8 130 people In need in 2020-21_ Thi5 PToJect ha5 alw led to a 8reat partnership with our local Knowle Ma5oniE Centre who pr(iYided muth nEeded yJpwrtto us dur¢nethe pandemic. despitethelart thatthe Cert￿ in Knowle was tlosed to its rnany rnember5 thr¢u8hout. veterans In Sollhull Fwtten was a new prolett funded Lw the Amied Fortr5 Covenant Fund TrusL en5urin8 Veternns had the helpand supportthey needed atthe helghtofthe pandemt. Ithad a targetof 2￿Veteran$t0 be identIf￿d and offered dlrectsupport and desplte Ehe lirnttatlons presented bythe pandemK. wewere ab￿ to 5UPPOrt 272 veterans In the Borough. WO￿{￿ with and For Okl•v Peopl• Age UKSollhull's ontychargeable se￿Ce.the HomeSupportSer%knwas badty impxted bythe p3ndernic. The Horm Supp)rt Service Is designed to enable older ￿0plet0 remain living independentty In their own home5 and empowered to undertske daily livingtasks. These Include attI¥￿Ie$ Ilke housework, laundry and ironin& slyjpp1￿ ￿la1151n8 and gettlng out and about. Our Horne Support Workers also prDvidÈ clients are also carers with Muc￿ne@d￿d resprtÈ breakk Obviouslyall of these activltie5 became drfficult not Impossible, as a result of the t￿kdOWn$. a￿e to for many ol our dlents and soclal d15tsnclng requirements. Non- essential support Hcbvtties were ￿SPended in Marih 2020, arid reinttoduced froMJU￿ 2020 Dnwzrds. In a normal year, wt would expeet to del￿tr approximately 14,WO paid houts of support ttk around 135 peo*. In 2020-21 we provlded 8￿75 paid houws and many uncharged for hours of support to d￿nts where fvll PPE va5 requiTed, for example Wlnter Wèrmth dellverles of emergency heater51 qui￿, etc. erneigency Shopping and othere55entia15forth05e shielding. Manyof HO[r￿ sUPF￿ Workers had to be fully or partlyfudoughedthroughoutthe year. Theseryice wa5at50YJPW•rted with 5hortttnn8rantsfromthe Nèitonal Lotteryand Solihull Cowncilto enable usto continLE to providethis vttsl serwKe. Th& P051ural Stablllty Instructlon Programrne IPSII i% one of the most successfiJl falls prevention in￿at￿e5 in Solihull and is the only evldence based exerctse programme that provldes provenoutcomesforfrequentor recurrentfaller5. Thetargetforthe yearwas 136 stsrters and this was achleved by runnlng'vlrtual, classes wlth paper&sed exerdses and weekly telephone ca115. Overall, the forthose Indlvlduals taklng parr in the PSI programme in 2021￿21 £re a￿ve inri￿1 ex￿a￿on$ and evidence the effective￿55 and determlnafion of our PSI tsam to malntaln re5ylt* The P& pwramme atso e¥*Jences low irnFQrtant ic ￿ that older people are 51JPPQrted witha proven exerii5e rp8irnÈ to maintain their heahh and wellbeiryg and to re(kKefalls. We work wilh Soth Cerrtral Sollwll Prthary Care Netwo￿ IPOII, Co￿￿ngt￿ GP pratt￿e$ at St Margareys. Rlchmond Road. Hobs Moat and Grafton Road. to provide a Soclal Prescniw* progr3rnme to SUp￿rt those isolJted patients who need some support to Integrate wth the comrtwnty and combat kinelines5. 269 Peop￿ have been supported since December 2019 when the programme stsrted, more thèn double the tsrget of 112 foi the ￿r￿)￿. Thi5 relatK)n5hip with the g)uth Centrol Solihull PCN also led to Age UK Solihull wpportlng the Rlchmond Road prartice with its excellent vactination rtsIV￿t protrnmme, We helped to get okler people to thevenue and helped to marshal and supwrt all those arri￿￿ and ￿avirg. Manyolthese weTe older people who had been shieldlng formany months and for4U￿e a number. thi5 ¥vas thelr first outrngfrorn home sirKe their self-isolatb)n began. 50 our added support wasvery welcome. We are dellghted to be woiklnB With publ￿ HEahh team arLd other parts)ers in &)1￿￿Ul1t0 pllot a new Dlgltsl Charnplon5 proiert wlth thealrn ol supportingclients wha are diÉitalty excluded to leam the skilL% r*eded to engage with the online world. Wrth sa many servlce5 relying more heavlty on dwtal cornmunKatsns with theircl*nts, tt is vital that more support is gwen to older people who ha¥e to dats been excluded from takinK part for whatever reason. Launchiry such a pilot during lockLk)wn with almost no lace-to- face tontatt between d)e clientand the Dlgltal Champh?n waschalknwngto 5aythe least. It Istestsmentto the deterniination of our Vo￿nteerS and thelrco-ordinatorvknith has seen 12 volunteerstrairEd a5 Digff(al Champions and 18 people *arninga whole new skill setfrom scratch durI￿the 6 months ￿10t Page 5 AGE m14CERN SOUHULLtrnth¥ as AGE UKSOUHUUICompary numkr. t)318￿2) Rtport olthe Dlr•rttysand Trtts*es Icty*iwed) [￿the Yew Ended31 Marth 2021 VOWTrllEERS Voknntstrs havt ￿en atthe heartof oursemces this year, arKI in particular in respunsÈtothe pandemlc. Att￿ end Of ￿rch 2021, we had 380 volunteers supwrtinE us, having wekomèd 117 new vohjnteers and said 8oodbye to Kl. This includes eight volunteers who have supported us for over20ye8rs and 16forc¥er Isyears. The resFM)nsetothe pandern￿￿Orn the localcommunitywas real hÈart-warrning and inspirin& as many ￿WVolunteerS￿OIned us to help0￿1 when our need wasgreatest. Some of these were people onlurlou8horworkingfrorn home so ￿lped Outtemparari￿I. In addttH)n tothevolunteers registered wtth us, vie also partnered wr(h 5eveial kncal organisation5 adding aroufid IOO¥olunteers from Old Edwardians FC. Encore Cafe,Otton and West Warwkkshire Crirket Clvb, SM8C. West Mldlands Flre Service, 5olFhull Summerfe5L Knowle Ma50nK Lodue and N•tK*nal Grid. We have a hjrther 37 voknnteers who are trkin8 a temporary break and aim to ￿101￿ us in tl*futur*. Durin8 the pandemic, we developed new rok5 for volurteers in res￿nSe to the needs ol kKal residents. This included Volunteer SF¥)ppeis. volunteers in tsjr Emergency Food Bank and in Food Bank Oelfvery. We also asked our Belri?nders to swap to Telephone Befriending rather than visits. and we recruited nKny r￿W Te￿Phone Befrienders. We set up a new project with vO￿nteer Dlgltal Champions who were matched one-to-one with an Isolated older person. they supported to learn to use the internet on touchscreen tablet. Sorr* of the volunteer5 prevK¥usIysLJPWrted our k)cval aubs and PSI EMercisÈ Classes swapped to providinK telephone support calls to d￿nts whilst wewereynable to wn these seNces In person. Atemporary new servke was also developed wtth a group of Weltsre Check Cèll Volunteers who were straff frt>m National Grid. They kem in tsuch with some of our vulnerable clients several times a weekto ￿8$sUre them ant1 to keepthern in t(rtKh withoursertes ourT[￿lee9areaIs0vQlunteErs with u5 aTrd continuedtheir irnkw)rtarrt ￿le Induding addre55inB the tnanynew15we5 brought about bythe pafideM￿, by m*tn8and communKatin8onlinethrw8houttheyear. Sorne ul ourvolunteers have been unable to carry outtheir rolesthisyearas theirservKeswere rK)t operating 1￿-t(￿faCe. We have kept intouch withthem and they remaln keen to supwrt usorKe their5er¥i￿ resurne. Th1slnclude5¥01unteersfrorn ourcornmunity Advlce Hub, Offices. Attendance AllOwa￿e ser¥Ke. Fundra￿1n& Soaal aub5 and PSI da55e5. Vle would Ilke tothank ourvolunteersforcontinuingto supportus 0verthischal￿1r￿tirr￿. We aregratefulto all of thernfortheir dedIca￿on. Ourvolunteers were r*htty recognlsed as Corona Heroes tysolihull MPJulian Knight and featured in the local pres5. RV41EW OF FVNDRA151Nfj AcnvmES Ourmaln furKlralslngactiYltles areour retall slKJpsandtr*varKJusattNities of our Fundraisingteam-grant applKath?ns, encourzging events and donati0Th5from &xal businesses, xlwLsand organlsatk)ns. and encouraglTrd publlc donatlons. Ourstrate8Yto eloseouTIDSS.makin8shops is nowcOmp￿te. ha￿Thg ￿ our centya15ollhull shop In September20L9 and breaklnÉ the lease on our Acocks Green shop in April 2020. We havetwo rernainin8 shops in Hobb5 Moat and Castle Bromwiih due to Cavid th￿t were Most￿ closed thi5 year. The stsff werefur*)UEhed and we applled t)rand receNed all available Retall grants. Sales from our charty shops and Ebay totslkd just £1.913 this year. but with supwrtfrom t￿ Cjfts, Retail and other grants, our totsl ipcorne wa5 £93,05612020.. £121.7041 resulting in a Small surphJ51orthe year. our Fundra￿Ing Team raised a total of £197.1561202tr. £153,￿6) from th)rwtiOr￿. WESJ grant applKations and online events, Includlng £74.085 In donations and grants lorour responseto Covid. Ofthis£180.55612020: £126.1281 was unrestricted Income. Thi5 fantastt resu￿ came desprte bel￿ partty furlou8hÈd and not bel￿ able to hold any in-persDn events this year. It refflect& our small team's hard in estsblishing and maSntslnlnK rela1￿)nShIpS with kxal grtyjps and buslnesses, beln8 artfve on social media and wribng tnany8rantapplKabDns. Age UK Solihull did not Use profe55w)nal fundraisers or COmTnerco1 partklpators In the Yeare￿Ed 31 March 2021. We are registered wlth the Fundraising Regulator and ad￿re to the col￿ of Fundra1￿￿& Ptactite. We also have a FundraisinE Pollcy In pl&e, whkh Includesourapproach to protectingvulner3ble people whenfundrnisin& We have not receNed aThy compkints about oUrfundra￿l￿g actn11t￿ in the yearunder rv4iew. Page 6 AGE CONCERN SCKIHULitradiry a5AGE UK SOUHULL (Cryny nUM￿r. 031&WI forth•Y•arfnd•d 31 2021 REVIEW OF FU14DR•JSING Acriv￿lES Icortlnuedl The Fundralslng Team uses and encour4e5 ts supwrters to use Viwn M¢)w fjNln8 for online donations. which is a reW8n￿ed fundtsisin8 platfartn wrch a robust reporting and monbtortng system. tt uses Charity Log as its supwrter datsbase and records information on donor5. theirsupport, GiftAld status and tnatketing preferen￿5 in wtth GDPR r4uktlons. Vulnerable people can be flagged as such on the system and our fijndratsing approach 15 tsik)red accordinE￿. sup￿rters a￿ pven the optvjn to opt In or QFtoutof marketlng at anytime and peM)i$5￿)n to usetheir photograph is dr￿urnented. The safety of the publ￿, Yo￿nte￿￿. staff and 5UPPOrters ￿ aw con5idpTed careful￿ at our fundraisin8 eve￿$, where a Rls* Asse5srnent is urndertaken and sufficient volunteers are empk)yed tjased on thè Mmber of attendees and tyFe of event. Volunteer5 are brièfed on their roles and respjnslbilttles on an e¥efit tyevent bas￿. REWEW OF MIVESTMENT AcfNinfS Interest rates fell s18n1fi￿ntty duri￿ 202￿21 but we consider th&L in these uncertain times. a risk-aver5e investment appr￿ch and rnaintainin8 a high level of liquidty is appropr￿tr. Our Interest eamlngs for ypar were £2,7￿*(2020= £3,865), representlng a rettfrn ol approximatety O.S% pa. In line wlth our In¥estment w>ly. we aim to enwre that all deposlts are covered ￿ the Flnanuèl ServKes COmpensat￿n kheme. FiriANaALREv￿WAmD RE5ERVE5 From afinarfial point (rfview we were not adverse￿ alfeded bYts￿ Co¥ld ￿ndern￿ 2020-21. Our tharity shops and fundrnising have not, In re£Ént years, been a slgnrficant source of i￿ome for us. We were able to replace t￿ bst income from our shops with CJRS Retail grants. Our fundrydisingteam. UTrab￿ to IK)Id the pL8nned in**rson events. turned its attentlon to ralslng fvnd5 for ourc0￿d re5pon5e thTOU6h rcs CQntacts with our l(Kal publi4 iWsir￿e5 and group5, and the many 8rant maklng bodles whlch made funds available lor Covid artiviti*s. These adNrbt5 rneantthat both sknps andlundrai*n8 ended the year w￿h outcomes better than those we had originally Ipre-covidl budgeted. Our Home Supwrt Seryice lour only charged for charttrdble aclivtyl was athersety affected bythe Covid pandemic, with both cllents carncelltyig y￿1t5 and staff needing to shield. It continued operatir¥ at a lower levd of 'norrnal' 3ctivitythrou8hDUt the year but was also repurposed to asslst In our CgvSd resp?￿ actlvltles. We were ableto attract grznt funding tosupwrtthis and made use of the CJRS. In 2020.21 our prlnclpal funthng sources cOn￿nUed to be contracts local authorlty and CCG. These were not èffetted by the Covid pandemic and enabled usto contlnue to deliver wrfree ai poirtof servKe charitable activitie5, albeit by phoneoronline rnther face to fo￿. Our varlous Covld reswnse athltles were fulty fvnded ￿ (bnatb)rts and grant5. part￿ularty from our local authorrty. Nattonal Lottery and Age UK. Ourtotsl iniorne in the year under review was É1,898,8S3 compared to £L676.274 thÈ year before. Thls Increase of £222,579 was prIMari￿ due to our Commitment tts reswnd to the needs of our bcal iomnNJmity artsine from the Covld pandemic attratting $18nrficant tbn4tiOn5and grant 5UPPOrt. Ita150 includesthe value of the sknppin8 we dKI forclienis lapproxlmately £51.woI. At 31 March 2Q21 the Charity had restnrted reserves of £205.￿51202O.. £74.9571. Near￿ all of our restrlcted setwte Ilws have increased reserves this year. Our headcount was redu￿ and there ￿re 5yffjcant savings on costs such as roorn hire and travel expense5. Unrestnrted resetves {befO￿ Pensbn Reser%*lended theyearat £425,75312020.. £296.1331. Thecontracts with Sollhull Council 8nd our lo￿1 CCG allow us tofund a greater propMK)n ol our overheads than we have been able to In the recent past. This takes some ofthe kyessureoff our unrestricted acti￿re$. In addthnthereapk*arsto have been a 8￿aterW11l1￿ne￿8tO offerunre5tritted grant5 thi5 year. We consider that thi4 increase in unre5trirted ￿serveS wll be temry)rary be¢Juse our Sho￿ and Home Support Servi contlnue to ￿ adversel¥ affetted bythe Cowd pandem& in partkukirduett>stafkn8 Issues. Page 7 AGE CONCERN sOUHULLtr*li￿asAGE UKSOUHULL Icunpary number 0318LTh)621 Rep(rt ofts DlreclroandTn￿ l¢ty*irpJed) forthe Year Ended 31 M•rth 2021 HP4ANCLIL REVIEWAND AESERVES Icortlnued) We have reviÈwed ourfree reserses polKy and currentycalculate tha( basedon our ojrrent actbvities aNJ princlpèl rbks, we requlre free reserves ol between £250.QCQ and £280.IJXI. We belI￿e this would wovide us with adeq￿ts liquidty 4nd the resources to manage a significant change ta our Zttiviiks sFKJuld that happen In the I￿ure. At 31 March 2021 our free reserves were £289,413 12020.. £200.693lafter makin&albwance forthe tarryin8amount of ￿ed assets and desIg￿t￿n$. We contlnue to des¥n8te £60,CX)O to meet our short term defined benefit pension stheme ob1i8ati0r￿ We atso desenate £46,917 as a fvnd for Investff￿￿r in new Income%eneratlng Ideas. C¢roequendyat 31 March 2021 ourfree reserve5 exceed OUTtsr¥et range but we e¥pectthemto fall in the yearto 31 March 2022 a5wecoritinue to be ather$e￿ impacted byts Cow"d sltuation. PLANS FOR FUTURE PERIODS As 50 many of the Charrtls servi￿ are Usual￿ provided faCe-to4a￿, the impatt of ￿ varying distr￿n& shieldinE and lockdown measure5 has bEen strongly felt by our d￿nts, staff V￿Untee￿ alike. We are proud however of the way in which the Charlty reaaed wrth compa$51on, speed and intell*erte to chante its delNery rn(¥Jel as necessary to fi￿et the new CO￿￿mS￿nCes fatin8 U5 In the pandern￿. We believe th3t thi5 bodes well forttE future, as it derT)on5trated resiliencp- thE tapacity to recover QU￿k1¥froM drffkult situations wth comwence. cOnf￿r￿e and control. part￿ular￿ when the thallenEe seems insurmountsble in the first inst3nce. A5 a￿ays* whatever the frjture hold5. we wll be trjned in to what our cl￿ntS want and need from us. In the knowledge that we are trusted to ￿ relied UFon and that okler peo* are confi(knt that we VAII always Put their best fjnterests first. The Coronavirus pandemlc has notgone away. akld we belth rcwlllconvnueto bea challengirvd environmentfor sometimetocorne. 8utthe reason charltles such 8$ Age UK Sollhull have not wnk in the pandemlc Ls be￿uSe it we are motivated by our mission and our service users, not by profft. $0 we will cortinue to th¥r4e wrservitÈ delNery modeb ordo W￿tever is neCeS￿ryt0 be therefor our Ilents golw folward. There a￿ manyehallenges a￿a￿, particUlar￿arOUnd backlotsol demand On￿ factrtO-ts￿ services wume. Thls is as yet unknown and unquantified, and there may have been many opwrtunities forearfy in￿rVen￿￿ whkh have been mlssed. We know that manv older people will be more anxK>US, or have105t confiderKelo go out and about and dothin8s forthern5eEve5 3sain. Also thatthÈ lack ol stimulatwjn a5 a rt5uIt of being lockéd d¢)wn or sh*lding may have contributed to cogniiNe dedine, lack ol mot￿?￿￿n or self neglect. We wlll ￿ focussed on these issues as we move forward and find waysto rtren8B8e PEO￿e into tIEircomtnunities, The need for a collectfve pandemlc response has greaty improved reLBtionshipsand eD8a8ements between the varK)us siatutoryand VCSE organisations. as v4ell as wirh rnany private Sector Organ￿n5 who have shown such care for t￿￿r local comtnunitip5. WÈ want to bulld on thls golng forward. Our ov¢RII alm contlnue5 to be to grow and irnpro¥e the sewvKes that help to improve the health. wellbein& independenTr and qualityof lrfe foraldÈr pEOp￿ in Solihull. We have been successfulty wothngin the commvnity in Solihull for nearfy 40 years and we want to ensure thatthe viral work that we do mntinues into the future. Wth the continued support ol the rnarry organi5ations and buynesses who support U5 ￿￿th th)nations and practkal help. and ￿ ¥ery we￿0￿* SUPFQrt from everyone at Soiihull Metropolitsn Borouth Coun¢ll, we ale confidentthis can be achieved. RISK5 MANAGEMEP The Tru5tèe5 have in platt a process to identify risks and IMp￿ment rlsk management Slrategks. A Risk Re￿$ter is malntained and reviewed at lea5tquarterly which KleTrttf￿ the r￿kS Charitycoukl fxe u4ngCharltyCommlssion guldellnes, scores them In terms of likelihood of Occurren￿ and potential impart. and identffies the rneon5 of mrtwing these ri5k5. An aEUDn plan is devEk)ped for *hJse rnitigatlon actions which it Is agreed sTr*Juld putin k￿a￿ or ex￿￿n£ ones improved. We con5iderthat the pmnclpdl rlsk areas &ge UK Sofihull turrently face5, together ￿th our mit￿al￿)n aetK)ns, are.. Concentralk>n of In¢4me SoUr￿- we have 5i8nifKant dependence on ststutory cortratt5. We ret￿nISe we need to expand and diversify our actwilies. both re5trthd and unrestrKted. We began a project In late 20L9 to look at options but thls stopped when the CO￿ pandemic hi We intendto restsrtthis project a5500n asthe Covid situation allows. We have earmarked the8rantswe WEre 8wÈn byA4e UKwhenourln5uranceservKes ceased. asa fvndfor Investment new Income- g￿eratIng activtt*s. In addilk)n we have ￿trUCtUring planning in place $￿Id contracts not be renewed. Lots of key staff. I*d￿lIng woloryd IMw- as a small organisation haye few dÈrxtty or assistant roles in place. Our key staff have been forrDally identrfled and a￿ sytiert to three-month notre periods. Cover pfannlng Is in pLAce )nd we are working to e￿Ure that all irnportant pr￿SseS and wr￿￿ureS are Ldentthed and docuin2rrted. WDthads are re8ularly rnonitored,. traini￿ and development is encouraged. of our empbyees have to a free thlrd-paity Employee knistsnce Prograrnrne that prornotes wellbeing and a strovx w0￿￿rfe baLTrr￿. Page 8 AGE CONCERPI SOUHULLtrndlnKasAGE UK SOUHIJiL (Compaoy Thjrnber. G3180WI forthe Year Erthd 31 M¥th2021 RI￿ mANAGEMEP￿ Icontinuèdl Serv1￿ dell¥ery quallty-we prth ourse￿*s0n wovidin8 Tel￿blY highwlrty services in all of our actNitie5 and kntswthat this Is an importantfattor in mairrtaiDingthe g¢)od reL4tionships we have wth allof ourlvtiders. clients and supporters. The CDvid pandem￿ had rE5uknd in some kjss of staff. add[t￿)nal workload5 ar￿ thprefore increased pressure on those remaining. We alsts know thatthe last elghteen months havo been dttficult both professionally and persowlly for many of wr staff. stsfling continue5 to be disrupted by Covld Infettw or the ￿ed to seK-i501ate. We left Vacar￿leS unfilled In 2020-21 but have now cornMe￿ed a recruitment dtive. CKJr OA pro￿5$e$ have identified training and $upeNi￿on nEeds and these are being organised. ComWitkn- every'marketplace. we operate in is competthe.. retsil. home support seThkes. dO￿￿onS and fundrzisin& contracts and grants. The rise of 50CVdl entsrpri5es, crowdhjndingetc. mea115 that the￿ are more player5 and other Issues Iratisl inÉquality, clirnate change and ermronmentl are Current￿ more in the public eye. Our re5wnse is to continue.. artKulatingwell the Social issues we are trylng to address.. kee￿ry ourservice delNery quallty hleh,. Investing in fundraislng - rnaintainin8 gwd relation5hip5 ￿th local bJsir*sses and organisatk)ns. currentavd potential fvnders.. wrltlng hiBh quality grant application5 and contract tenders.. contlnualty revlewlng our costs ènd finding cost savings. Government tha￿e5- we antiupate that the endlng of furloughand the redurtion in UThNersal Credit wlll Itad to a substsntlal increase in the demand for our communtty adv*e ser¥￿e$. We have re5eNe5 resuhing from thls yearfs c05t savlngs and a recruitment drbve in place. Demand and costs will be Close￿ monr(ored and, if ne£es5aryi discussed with funders to agree how to reS0￿e Imbalaw. In the NEdium term there are proposed chan8es to social Ca￿ fundin& and the response to the Covld pandemic has PLrt pr￿￿￿ on lutUTe central and local government finances. It is unclear how thesefartofs wlll V￿lmate￿ impattonourattMt*s ixrt we bel*vethat ￿f(￿Y$S1￿g0n the other risks identrfEd above, we wlll InErea5e our resilience and be well plKedtoadapt to whateverttE thonses knn8. The risk of a pandemic orother event whvth leadsto disruption of our acbvitE5 is aLso on ovr Rlsk Reglster butwe have not scored it as hrghly a5 the aknve risks tt is hard to thide whether this ￿ ff£)Te like￿ Th)w that we knDW It can happen, or ￿$5 Ilkely because St has now happened. Whatwe do kmwts. rfour actsvities remain similarandthe dsruptlon caused is similar. we can adapt. Having a relatively small proporbon of our income comiw from trddinB and our own fundraising events was an zdvanta8e thks veèr but we now know th3t we will need to mindful of the Fotential impact rfthe mix of our income sources changes significantty. STRUCTURE.GOVÉRNANCE AND MANAGEMENT The c￿)rIty Is constituted as a compafby limlted by guararrtee and 1$ 8o¥emed ty a mel￿ra￿lUm and Arttks of Associat￿n. All Directors of the company are also Trustees of the Charty. and there aTe no other Truste￿. The Board of Trustees Is the body sponslble lor the governa￿ and performance of ihe Charlty. It meets times a year and recenies report5 from two lormally con%titutÈdsub4ommlrteÈs.' the ￿nanCeand General Purp)sesComM￿￿eand the Human Re5tyJrce5 Committee, tKJth of whith meet upto 12 tlmes peryear. Each suwmmttee hasspettFicterms of reFerenceand fvnrtionsdelegated bythe eoard and has a ChalrTr￿n awointsd bythe Board. AIITrustee and sufrrtemmittee meetingsreCe￿eWr￿teTh￿p0nSfr¢M and areattended bythe Chlef ExecutivÈ Officer IA F Ha5tinBsI and othei tnetnbets of the senior manaoement team as approprlate. The remuneration of the Charl￿$ kev management pe¥sonnel is set by refererte to other simiL)r AKe UK'S and othei ¥mlL)r lo£al voluntary and comtnunlty settor organi￿tIon The Board of Trustees has the power to appoint additional Directors and Trustees as it conslders fft to do so. T￿re 15 a formal proce￿re for the appointment of new Directorsand Trusteesto the board whKh al￿$t0 ensurethat anapproprLite bakrKe of 5kill5. experlence and background is a(h￿ved. All Director5 andTrustees are submtttedfor r&election every three years. The Dirtctors and Trustees t￿rIng the year under revkw were: D C Mattocks IChaSrmanl S Ahrved (resigned 2 lune 20201 L E 8oume P S Oak￿Y S R Tomllnson M D Way IWKe Chairn)anl Ire￿ned 31 20211 J Baynton P Chauhan lapwinted 31 March 20211 C Roblnson The Board of Tnjstees would Ilke to 8Ne our grateful thanks to S Ahrned and M D Way for their many years of loyal and valuable contri￿tiOnS tothe C￿rfjty. Page9 AGE C014tsRN SOUHULL trad5￿ as AGE UKSOUHUiL Ictywany wmber.. 0318th)621 Repwl ofth• DlrKlots *d Trustees l¢cffjIk￿j Iwthe Ypar Ended 31 March 2021 REiATED PARTIES The Charity owns the total issued share capitsl of Age Concern &Jlihull Trdding Umited trading a$ Age VK 5ollhull Tradin& whlch until March 2018 acted as an 3ppointed representatNe fr)r 4e UK Enterwises knmited in respect of their insurance products and ot￿r seNi¢es. Profits We￿ donated to the tharity by mean5 of 8¥ft aid under a Deed ol Covenant. UK k)lihull Trading dld not trade durin8thls flnancial year. STATEMENTOF DIREcfoRS AND TRimEES RE5PCWBILmES The Dlrettorsnrustee$ a￿ ￿pOnSIb￿ for preparing the Repjrt of the Director5 and tht financial statements In accordance wlth applicaWe liw and re8ulations. Cornpany law requlres the Directorsrfrustee5 to prepare financial statements fureath fftnarKkl year. ijnderthat lawthèDi￿cto have elected to preparethe fInar￿la1 rtatements in aCcOrda￿e with Untsd Kingdom GeneraltyAccepted Accountir¥ Practice Iunited Klngdom Accountlng Standards and ap￿table tswl. Under company law the Directors rnst Th)t approve the financial ststernents unle55 theyare sHti5rfed that t￿Y 8NE H true and faiT VEW of the State ol affairs of the cornpany and the group and of the surplus or Clt of the company afid the group forthat per￿d. In preparingthose fina￿la1 statements, the Diretttsrs art required to.. - 5decl sU￿able accounting polKiesand then ap&* them Consisten￿V. - rnakejudgements and estlmètes that zre rezsonableand prudent - prepare the financial statements on the g0ingc0￿ern basis unless it is inappropriate to presurne that the companywill continue in buslness. The Directoisnrusteesare resports1b￿for kee￿￿KadeqUateaC￿￿A￿nIreCordSth3larÈ yjfficienttoshowand explain thea)mpan¢5 transactbns and dixlosew6th ￿a$0￿ble accuracy at any tlme the finarKial positi￿ ofthe company and the group and enzble thern to ensure that the fin2ncial comply ￿th the Companies Act 2(KI6. Thy are also responsible for safeguardingthe assets of the companyandthegroupand hencefortaklng reasonab￿ stepsforthe prevent￿nand detectlon offraud and otherlNegularf(VdS. SfATEMENfAS TO DlSaosuRE CF INFORMATIOMTOAUDITOR5 SO far as each DirertorlTrustee is awar*. there is no relevant audlt Infrprmatk)n of whkh the company's audirors a￿ unaware, and eath ThrectDrrrru5t￿ has tsken all the Steps he/5he shwld have trken tt> rnake himlheT5eL4 aware of ary relev6ntaudit informatlon and to establishthatthe compantys auditor5 are aware of that inftsTmatK)n. Tli5 report has been prepared In accordarKe with the specwl pr￿15￿)￿$ of Part 15 of the Companies Act 2(X]6 relatlr¥ to small companEs. APPROVAL Th￿ Reportwas3ppr¢)ved bythe 8Dard of DirECtors andTrustees on 27 (￿t0￿r 2021 and swed on Its behalf ty. D C Mattoc Chairrnan Pa8e 10 AGE CONCERN SOUHULL tradlng as AGE UKSIXIHULLICompany Nrnber 03181x1621 Report ofthe In&peWjetrtP￿dItc￿Sto the M•nbets of AGE CONCERN SOLIHLILLtradir¢¥sAGE UK SOUHULL ILknI￿d byfju¥arJteel Opinion We have audited flnancLIl statements of ￿e Q)norn Solihull tTadin8 as UK Solihull Ithe'company'l and its Su￿.dIar1eS (the 'group'l for the year ended 31 Marth 2021 wh￿h comprise the Statemert of Financol Activrfcies. the 8aknce Sheet and Notes to the financial ttatpments, including swrficant accounts￿ Fol￿￿5. The fina￿￿1 reporunB framewoik that ha5 bÈen applled In their preparation isappfK3ble lawand United KlngdomAc£Duntin8 Stsndards, including FRS102The Financkil Reportin8Stattdard applicable In the UK and Republic of IreLqnd Iunited Kingdom Ge￿raI￿ACcepted Accounti￿ Pracwl. In ouroplnion thefinarKial statements.. 8ive a true Bnd tslrvw of the State of the 8roup'5 and companvs affalr5 as at 31 Matth 2021 and af it5s￿rP1￿sf0rthe year thtn ended,. have been properfy prepared in accordan￿ with un￿ed Kingdom GeneraltyAccepted Accounts￿ Prathce,. and have been prepared in accordance with the requlrements of the CompaniesAct 2006. Basr$ lor opinlon Wert other than the finantial statements and our audltoes report thereon. The dlrettors are reS￿nSIble for the other inf0m￿tIon contsined within the annual report Our oplnKJn on the financial statements does not cover the other Information and. except to the extent otherwise explicivy stated in our repon, we do not eKpre$5 any form of assurance conclusion thereon. (hjr resrK>nslblllty is to read the other information and, in doing $0, con4der whether the other Inforrnation Is materialty incons￿tentW11h the finan[￿71 5tatementsorour knowledge obtained in the course of the auditorotherwise appearsto be matèrrdlly misstated. ff we thntifysuch materIallr￿On$iStencleS0rapparert material tnisstatements, we a￿ required to determine whether this gi¥e5 r￿e to a material rnisststernent in the financial statements themselves. If, ksed on the work Y4t have performed. we conclude thatthere is a materral misstatetr*nt of this other informatiDn. we are requlred to report thatfact. We have nothlng to rewrt In this regard. Opinion$0n other rnatttr5 try the Compaknkt 2￿6 In ouropinion. based on the work undertaken in the course of our audTt- the inforrnatlon given In the director5, report for the financial year for whith the financlal 5tstements are prepared consistent with the financial staternents- and the direttors. report has been prepared in accordance wrth appliable le8al requirernerrt Page 11 AGE CONCERN S(xIHuLLtr)dl￿•$AGE UK %XIHULL Icomwy Thumb•r: 0318(Wl Rep￿ of1￿ Inth>endentAuthtors to the Membprs of AGE CONCERN 50LIHLlLLtradi￿aS AGE UKSOUHULLILimited by Guararteel Matters ottvknich we are roquiredto report bYeX￿pt￿ In the light of the knowledge and understanding of the group and company and it5 eNronmertobtsined in the course of the audit. we h3ve Mt Identffied materfal misstatements in dirÈctors' rep)rt. We have nothin8 to report In ￿pert of the folh)wir¥ matter5 where the Companies Act 21J]6 requi￿$ us to report to you if. in our opin￿n. adeqwte accounting records have not beÈn kept. or ￿um$ adeouate for¢wr audr( have nDt ￿en receNed from branche5 not visited by us-or the financial ststements are in agreement wlth the acc0unb￿ record5 and ￿turns.. gr rtain disclosures01 direttars. reMU￿rat￿n speclfled by law a￿ not rnade.. or we have not received all the informat#)n and eXplana￿on5 we reouire for our audit: or the direttorswere ThJt entitled to preparethe financlal staten￿nts in accordance wth the small cornpanies regirne and take advantsge of the sm311 COMpan￿s. Èxemption in preparing thp diiectors. reportond take advantage of the small companles exemption Irom the requirement to prepa￿ a stratee* reporL Re¥>on51bllStFes of dlrectors As explained more fully in the direttors. responslbllftles thtemenl the dlrecrors are ￿spOnSible for the preparation of the linanclal ststements and for being satlsfied that they gNe a true and lair view. and for such internal control as the direttof5 determine is nece55aryto enalje the prepotation of financlal siatements thai ire f￿e frorn material misstatement, whether due to fraud or error. In prepaiing financial statements, the direttorsare responsible fDrassessinE tt* company's abllity to Continue a5 a going concern, disck)5in& as applKable, rnatteTS ielated to goi￿ concetn and using goi￿ concern ba515 0* accDunting unlessthe dlr¥tors ef(her intendto liquidate the cornpanyorto cease operatvjns. or have M realisticaY(ern*ve tvJt to do $0. Auditor'$respJnslbllldes for the audlt of QhefinarKial 5tètsmtnts Our objectlve5 are to obtaln reasonab￿ assurance about whether the financial statements as 3 whole a￿ free from materlal misstrternent whether due to fraud or error. and to issue an auditorfs repon that i￿ludeS our opinion. Reasonable assuran￿ is hlgh level of assurance is not a Kuarantee that an audit conducted in accordance wlth ISAS IUKI will always detert a material mi5ststernent when it exisrs. Misst*emerts can ar￿e from fvud tsr Èrror and art torLsidered material if, indlvidually or in the aggreEate, they could reasonably be expetted to Influence the ecorKJrnk declslons of users taken on the bas¢5 of these financlal State￿Irt5. Irregularities, including fraud. are insiances of non-complbkKe wrth Jaws and ￿¥￿tkIns. We design Procedu￿ in Ilne wtth our reswnsibilities. outlined above, to detect material mi55tateffents in respect of iTreguL3rttie5, iKluding fraud. Theextent to which our procedures are ca￿￿le0f detectin8 irregularities. IrKludingfra￿d. 15 detsiled below. We assessed the susceptibilityofthegroup'sand£0rnpan￿5fI￿al￿￿3IsÉatementsto marervdl mi55t3ternent and howfraud mlghtoccur, Includlng throu8h discussions with thÈ direttors, dlscussiDn5 wlthin our audit tearn planning meetin& updatinR our record of systems and Ènsuring these systems operated as intended. We Èvaluated p)&5ible incenrtvesand opportunities fDr fraudulent manipulatlon of the finin¢ial ststements. We identffied law5 and reBulationsthat a￿ ol signfficance inthe context gf the company by d￿cUSsI￿[l5 With dlrertor5 and by updating our understanding of ttE 5ertot5 in which the companyoperate5. Law5 ond regulations of direct significance in thecontextof company indudinB Companies Act 20[￿and UK Tax le8islation. Other Lawsand regulationsth2tdo not have a directefFecton thefinancuil ststementsbutcomplk4rte withwhich may befund)mental to thelr abllltyto operate or to 3vold a material penalty indude anti-bribery legislatw. ￿alth and safety legi5lat￿n ènd etnployment law. We identified revenue recogntbon to be the area most susceptible th the risk of materlal rn1s5tatsment due to a fraud and no cornpliance. Page 12 AGE CONtrAN SOLIMULL￿lr￿3sAGE UKSOUHUiLICmany number: 031th)621 Report oftt* lThlewident Audltorstothe Menthrs of AGE CIX4CERN SOLIHLILLtrath¥ asAfjE UK 501Tr1UU (Limited by Guorarrteel Autht ￿sponSe to rlsls fjdentifkd. We consider the extent of CoM￿rd[￿e th these kws and regulatitins as part of our audit pr￿edureS on the related Inancial Statements iterw including a review of finarKkBI statement dlscbsures. Duringthe I￿ann1r4 meeting with theaudrc team, the en￿gement partner drew attention to key areas which Might involve non- compliaice with laws and regulations or frnud. We eryuired of managernent whet￿r they We￿ aware of 8ny instances of non- cornplia￿Ce with laws and re8ulatK)ns or knowledge of any xtual. suspetted or alle8ed fraud. We as5e5sed the risk of fraud through management override of contro[% by testing the approprLiteness of ioumal entries and identrfying any si8nfficant transartion5 that were unusual oroutside the normal (otsrseof trAI￿ne$s. Weassessed ththerjud£ements made in makingaccountin6 estimates8ave rlse to a ￿$sIble Indtatyon ol management btss. Ar the complet#)n Sts8e ol the audL the engagement partnerfs ieview included ensurlng that the team had approathed their Wofk with appropriate professional stept￿l&M and thus capacty to identrfy K)n- compllance wlth kws and ￿ulatI)n$ andfraud. Thtffj arè inherÈnt limitations in the audit procedures destribed and the fUrt￿r ￿moVed non-compliarKe wlth laws and regulatK>ns is from the events and transactions reflected in the finarKkal statements. tIE ￿5S likely we would ￿cOme aware ol It. A150, t￿ rlsk of not detertlng a materlal mi5ststement due to fraud Ss hlgher than the risk of not detectin6 one resulting from error, asfraud rwy Inbrlve de11berate Co￿ealMefit by. for example. lorgery or InterÈtional mtsrepresentatvjns. or through colluslon. her scription of our TesponsibilitE5 ￿ Wal￿b￿ on the FinaDcrdl Re￿rti￿ Councifs websrte at= auditorsre onsib"tlities. iptlon forms part of our audftorfs reporL ACCA15wknStatutwyAudttry) Forand on beh41 of 5eagrave French LLP 270ctober 2021 ststutDry Audlti I Popkrs Court Lenton Lar Nottingham NG7 2RR Page 13 AGE CONCERN 50UHULLfradlryasAGE UKSOUHULi{Company nwnber. 031WI Stsfer￿nt of financlal A¢thlties lin¢￿￿rat￿¥aTr Incon* and EXpeThIitu￿ P4￿nt1~CharIty Ctywlld?ted fottheyear Ended 31 Mrti 2021 Unrestricted Fun(ts stric Fund5 Total 2020 Notes INCOME FROM: Oonations and leg￿leS.. Donatlons Legacles CJRSISSP grants Local Authority 8fdnts Ot￿r grants 105,1 7.718 7.406 3.592 S4.037 112,150 7,718 52,445 55,858 3,592 54.037 35.427 Charltsble artlvrtle% Charge5 ft)r Servi￿& local Authorityeontrarts Other contracts Local Authontygrants Othor gtsnts aRs/SSP grants 157,176 74.009 910,454 113.705 79.325 142.833 17291 231.185 910,454 113,705 88,437 194.132 61,230 274,D22 922.955 132,485 3.WO 60,027 9,112 51.299 43.939 other trndln8 a¢llvtlle&' Shop income Fundratsin£ ael￿tieS Retail 8rants CIUS/SSP gr3nt5 Lctsl Authority irants 1.913 S.485 49338 54.248 L033 1,913 5.485 49,338 54,248 1.033 121.704 14,486 Inve5tThentlncome'. Bank Interest 3,865 TOTAL INCOME 554,15Z L344.701 IW8.85a 1.676274 EXPENDITURE ON: Ratsln8fvnd4: Shops FundrHi$ingaclivities 85.984 49.611 85.984 49,611 158,905 66,373 Charit*le a¢ti¥*le& Enabli￿ people Promotlng poSit￿e attitude5tO a8eing Supportingolder people Workir* with and for oldef péople 836.245 836,245 814,695 9.227 182.257 338.$07 33.116 241394 272,879 94,129 305,995 336,523 Other experrfliture.. Gfftrnancecosts 10.619 10,619 12.631 TOTAL EXPENDIWRE 427￿2 42032S3 L630285 1,582,595 NET INCOME BEFORE TRANSFERS 127J20 141W8 268 93.679 The Th)tesfomi part ofthe5e finan¢lal sthtements PaKe 14 AGE coll￿RN SOUHLUtrathyasAfjE UK 50UtrKKLICth)wry number 031￿062) Statement OF Flnandal llrK(*pornti￿afi Inc¢xne and EXp•￿re kcryJrtl Cont&wod- ChorltyaNIConsolld•ted for the Year ETrJed 31 Pthh 2021 Unrestri ed Restrfcted Funds nds Total 2020 Notes TPMISFERS Gross translers betweenfunds 16 110,5001 NET INCOME BEFORE OTHER RECOGN15ED GAINS LOSSES la7￿* 16¥68 93,679 OThER RECOGNISED GAINSAND LOSSES.. Attuarkil gain/llossl on defined beneflt penslon scheme iio.ocoi 30,(X)O NET MOVEME14T IN FUNDS 1>) 256￿66 123.679 Totsl Fund Balances Brought Forward 288.133 74?57 363,090 239.411 TOTAL FUND BAU4fKES CARRIÈD FORWARD £415.75a £205.9JS £621￿8 £365,090 The Charity has M retognisedyins or k)ssesotherthan the defkrtorSu￿Usf0r d* oJrrent and pre￿￿S years. The mteslDrm partolthe5e financiol stotements Page IS AGE CONCERN SOUHULLtrn&y as AGE SOLNIULL number.. 03181WI StotefflentolRnundulArtlvitknllncwrotthgonlncome &0dE¥pendlluRArcvrKrt}-a￿ und¢onsolAderted Aorthe y￿rEAded31￿o￿2 Unrestricted Funds Totul 202 Funds Notes IAICOMEFROM.. Donations Legucies Grnnts 48.661 55.858 35.427 52,445 55,858 35,427 Chqrftuble ortfvltks Chorge5for5ervices lo¢olAuthorftyeontmcts Other contracts LoralAuthoritygrants Other gronts 253.359 20.663 922.955 132.4a5 274.022 922,955 132.485 1.650 5&377 60.027 Shop Income Furtdroisino Jctmbes 1,704 14.486 121,704 14,486 In¥estmtntln¢ome.' Bank interest 3.865 TOTAL INCOME 535.010 14£264 676274 EXPENDITURE ON.. Rolslngfvnd5.' 15&905 15&905 66373 Fundroolng t7rtiviUes Ch•rltoble qrtl¥ld¢s.' Enablingpeople Promoting pDsitiVE cttitudes to tsgeing Suppoitino olderpeople Workin9 With ondforolderpeople 830 814.69S 9.227 182,257 338,507 9.227 182,257 87.330 251177 Otherexpeftdlture.. Go￿n0￿Ce costs 11631 12.631 TOTAL EXPENDilliftE 5W78 4ON417 81595 NEfiNCOME/IEXPENDITURE) BEFORE TRANSFERS 61￿7 91679 Gr055 trun*rsbetweenfvftd5 16 &179 f8,179J N£fiNcoME/IEXPENDITUREJ BEFORE OTNERRECOGNISED GAINSAND£O55E5 93ffi79 The notes forni partof these linarKiol 5tatemEnts Page 16 AGE COPXERN SOUHIILLtr¥thryasAGE UK SOUHULL NmbÈr'. 03W0621 fvthe Ya7rEnded311blorth20 rotol Funds Note5 OTHERRECOGNISED GAINSANDIOSSE&. Al￿￿rial goin/llossJ ort deAfftd bEnefitpensiOn scherne 18 30,(VX) MQVEMEf4TINFUJVD5 690 124679 Totc¢l Fund&ylances 8rouqhtForword 219.122 20,2a9 239,411 TOTAL FUIID BALAPKE5 CARRIED FORWARD £24133 £74957 The ￿te&f0m1 part ofthese financial stateff￿nts Page 17 AGE coN￿RN SOUHULLir* •sAGE UKSOUHUiL IC•ny Nmber.. 0318(K1621 31 Marth 2021 2021 2020 Notes AXED ASSErs: Tangible asstts Investments io li 29,423 15,440 29.425 15,442 CURRENT ASSErs'. Debtors Short term dep05rts Cash at bank and in hand 123,427 271.917 379,390 142,371 169,236 204,231 774.734 515,838 CREDITORS:Amounts lallin due within one year 1172.5011 1160,ts01 NETCURRENT ASSÉTS.. 602,233 355,648 rorALASStrs LESS CURREP UABILIIIE5 EXCWLIING PENSKIN UABIUTr: 631,658 371￿0 Defmed benefit pension 5ch8me liability I8.¢￿) TOTAL NET ASSETS.. £621ffi58 £363PXI FUNDS.. Restrlcted Funds UnreSt￿rted Funds Penslon Re5eTve 16 205,￿5 74.957 425.753 li0.0￿) 296.133 18.orKIl 415.753 288.133 TOTAL(HARITYFUNOS: £62 É363JJ90 These financial ststements have been prepared in actordance withthespecia1pro￿S￿n$Ot Part15 ofthe CompaniesAtt2006 ￿lating tosmall companies. Approved by the Board of DSrectors and Trusteeson 27 October2021 and signed oll behalf by: D C Mattocks Chalrman The notes fomi part ofthese finanaalstatements Page 18 AGE CO•ICERN SOUHULLtr* a5 AGE UK SOiIHULiICryry n￿rnber. ty318WI JI M¥th 2021 2020 FIYID ASSEIS: TangiblÈ assÈts io 29.423 15,440 CURREIU AS5Ets.. De*or5 Short tenn deposits Cash at bankand In hand 12 123.427 27L917 379,392 142,371 169,236 204,233 714.736 515.840 CAEDITORS.. Amounts fallin¥ dL* wtthin one year 13 1rn501 160.190 NET CURRENT ASSETS: 602,235 355,650 TOTAL ASSETS IESSCURREpir LtABIUIIE5 EXCWDING PEN51014 LIABIUT 631.$58 371.090 DefinEd benEfft pension schemelobility i10.c￿)I 18.0001 TOTALNET ASSETS: £621.658 £363,090 FUPX)S.. Restricted Funds Uniestncted Funds Penslon Reserve 16 205.9)5 74,957 425.753 li0.￿)} 296,133 18,QM)JI 415.753 288,133 TOTAi(HARITY FUNDS: £621.f¥S8 £363,090 Approved hthe Boafd of D1￿ctOrSand Trusteeson 27 OCto￿r 2021 and ￿ned on it5 behaW Iw.. D C Mattocks Chairman The notesform part ofthese ffinarfkl ststerntnts PaBt 19 AGE CONCERN SOUHULL tradk¥ as AGE UKSOUHULL rwjmber: 03180WI Charftystatemehrtc*Cath Flowsforthèyear Ended 31 Marth 2021 2020 Cash flowsllorn DPeratI￿ adhrytie& Netlncomellexpenditurel forthe year In¥estment interest receiwable Deprecotion and Impaimientof rdn8iblefixed assets Lossllprofit) on disposal of tangible ftxed assets Ilncreaselldecrease In debtors Increaselldecre35el in creditors Increaselldecreasel In pension IlabS11ty 258,568 12,7901 IZ,897 123,679 13,8651 8.788 18,944 12,311 20,037 135,9111 (s3,￿} Netca5h prLvlded tyIIu5ed in) opernting acli¥ltie5 301,930 59,728 Cash fknfrom h￿StIng actlvld*'. Payments to acqulre tangible fixed assets Pr(teeds from sale of tanglble fixed ass￿$ In¥ertmeM Intere￿ ￿Ce￿able 126,8801 16,4871 3.865 Netcash provlded byllusedin) In¥eMi￿acti¥lkneS 124.0901 12,6221 Netlncreaselldecreasel In (ash and cash equN 277,840 57.IL Cash and r2sh equlvalents ai l Awll 2020 373,467 31fi361 Cash arrfl ¢0sh equlvalents at31 Marth 2021 £651A07 £373,467 Cash and cash eguivalertconsirts ol: Slhjrt term deposrts Cash at bankand in hand 271.917 379.3 169.236 204.231 Cash and o5h equldents * 31 Marth 2021 £654307 £373J67 The rK•te5 fomi part oFthese fina￿la1 ststen*nts Paee 20 AGE CONCER14 SOLIHULL A6E lIK￿KImUlL Icompwy number.. 0318WI Con%Jlldated Ststemen¢ ofCa5h Fhy*5fortheYear Ended 31 Marth 2021 2020 Cash fluws frornoperatlw *ivltl Net Incomellexpendknrel frJrthÈ year Investment interest ￿CeIvab Depreciation and iwpairmentof tsnEible frAed assets Lossllwofiti on dis￿SaI of tèngSble ltsed assets Ilncreasèlldecrease in debtors In(￿ase/￿￿e¢rease) In (￿dItOrS lncreasellde¢￿asel in ￿n$%)n liabilty 258,568 12.7901 12.897 123.679 13,8651 8.788 18,944 12,311 2,OJO 2D.037 135,9111 153.0001 Netca5h provlded byllused kn) operatln¥ acir4it*5 301.930 59,728 Cash flows from Investlng atti¥ities: Payments to aciulre tanÉible fixed assets Proceeds from Sale of tan8ible fixed assets In¥estment interest rtteivab 126WOI 16,4871 2.790 3.86S Nèttssh provided byllused in) wwtsting acti4rfti 124.0901 12,6221 tln¢reasel{deveasel In cash arKI wh equt¥*nts 277,840 57.106 Cash ard cash equ1￿eThts at i Aprll 2020 373,469 316.363 Cash aNI ¢ash ewlvalents at 31 IAarth 2021 É654309 £373869 Cash and cash ewlvalerrt5 mn515ts or.. Short term dewsits Cash at bank and in hand 271,917 379,392 169,236 204,233 Cash a￿d c45h equl¥•lents at31 Marth ZQZI £65L309 £373N69 The nots5f0￿ part of these fiftancial staternerts Page 21 AGE CO￿ERN SOUHULLtradk¥ a5 AGE UXSOLIHULL IC(ryary number.. 031B00621 Note5totheConsoldated ￿nafi￿1 Statements torth•YwEnded 31 Marth 2021 ACCOUPmN6 POLiaES The Chartyisa public benefFtentity. Theac¢ounts have preparedunL*rttre historKal costconvendonand Inaccordonce wlth the provlslons ot Section IA -5mall Eniit*s- of Finantial Rewrbng stsndard 102 ￿he Financial Reporting Standard applKable in the UK and Republtc of I￿land". the Charit*es Act 2011, Companies Att 2(KI6 2nd the Statement of Recommen(kd Practte.'-Attounting and Reportlre b¥ Charit￿. IFRS 1021. LZ Consoldated FlrArtial Ststements These finavcial 5tsternentsconsolidate the resuttsof the Charity and its wh)IIy-owr*d trading Subsid￿ry Age Concern Solihull Trading Limited which traded as Age UK Solihull Tradin8 until March 2018, on a li￿ by Ilne basls. The subsidlary Is current rmanL L3 Incoffllng Re5wr￿S Income ts recognlsed In1￿ per￿ in whKhthe Chartyi5entr(fed to receiptand theamountcan measured wlth rea50￿ble ertalnty. CoronaviTU5 Grants received under the Coronavlrusjob Retent*)n khe￿ and 5cherne have been shown separately in the Statement of FinarKial Artiwties undereach Df the intomÈ catEgonesaCtordinKtr¥￿3rt￿ft1es of the rtaff for whom they were clalrned. Grants recefved underthe Retrii. Hospftalityand le￿Ure GrantFund and otherErants re￿￿ed as a resU￿01the retall dosures have been shown separztely In the Statement of Finantkil PLtivitie5 under Other Tradlng Actfvitle5. We provlded a free Shoppi￿ seNice throuKhoui the year under ie¥*w Whe￿bY we initsally paKI for the shopping and re￿iVed subsewent reimbursement. These relmbursements have been induded in restricted inc4)me under Charirab* Attl￿t*s- Charges lor Services. retsted expenditure is inEluded in re5trKted charits￿ ActmtEs-SUp￿rtin￿ older people.) 6er*ral Grnnts of a genernl nature or which do not have part￿￿tsr service requirements have been inc1utled as voluntary income. Grants 5pecifKalty for prowsion ot 8oods and servKes to be provided a5 part of clwritaNe 3ct￿tIeS Dr 5erwice5 to tkneflciaries are irtluded as irKominB resources from tharItab￿ aeknvrtv￿. lrfome that is restrkted by tontrattual terms ig treated as restTiCted. Where grants orfundlng have been recefved In resr*rt of a 5rkcified period of tirr*. any monies in advance will be accounted fcras delerred bncome and recognised in the perKJd In which the Charity is alk)wed toexpend that resource. IrKome rnay also be deferred to a future perw wherethe do1￿￿ has nOtsp￿[￿¢d thetlme period In wh￿h the Incornelsto be expended. The value of deferred Income ￿ set out in Note 14 to thÈ hnancial statemenrs. rÉ Is inpractical to estimate the fairvalue Df thè pods that are donated to OUT shops for resale so donated goods for ￿Sale are not ￿cOgnised Dn receipL Instead Value to d*chartty of ￿ donated 8￿dS is recognised as Income b*hen sold. Resour¢es Exppnded Res￿￿￿$ Èxpended includes costs ol the Irrecoverab￿ VAT arnd d•preti￿aN on related assèts. Dirert costs attributable to a sir¥Jle attivity are allocated direct￿ to that aLINity. ShaTed costs whKh reL4te to MO￿ than one attivtty are appjrtioned based on eStin￿tsd time 5Fent. head count or floor space et4 as appropriate. Support Costs whith are not attributabk to a single actNity are ap￿Irt10ned betweenthe activit￿ supp)rted based on usage. Thi% 15 approximated bythe value of the incomiw resour*s for that actNity or the ￿ndS raised by that actNty. &Jpport costs irKlude the Costs ol management, flnante and administratN)n stafr. rr software and supw>rt costs.. ￿saI and HR support lees,. and aud6t fees. Detsils ol the supry)rtc¢)sts are dLKk)sed in P&)ie 3 to finartkil statements. Page 22 AGE CONCERN SOUHULLtrathn8 •sAGe UK SOLIHLILL Icwbry number 03180(621 Notes tothè Cofisolldat￿ finandal Statemerts Itontlnued) fortheyear Ethl 31 M¥th 2011 ACCOUNnNG POLIQÉS Icontlnuedl tlonztlons of ser¥kes- unpald g*r*ra1vo￿TrttÉr9 Don*ions of services by our volunteers has not been recogni5@d as intome. nor as an expense. We are not abk to measure the Ydlue of voluDtEer hours reliabty as we do not havea fomial ￿me￿el￿n￿leqUlrernentf0r all of ourvolunteers. Fund *¢￿￿tIng Unrestricted funds a￿ those available for use atthe discretion of Trustees in furthernn￿ of the general oblectwes of the charity and which have not beell desigTrared for other purposes. Restricted fvndSa￿ fundswhKh areto be used in accordan￿ wlth restrictions irnposed byfunders orwhKh have beern raised by the Charty for partKular purwses. The alm and use of each restrkted frjnd 15 Set out in 14ote 16 to thÈ financial sratements. Tanolble FIX￿ Auets Tangible flxed assets aTe n*asured infftal￿ at their histo￿al COSL Depreciation ts provided on a Srratht-lir￿ basi% at the followin8annual Tates in orderto WTtte off each a5setover its estimated useful lrfe. S￿p Lea5esand lrnprovernents ICT Equipment Fumlture and Fttings Vehicles - in accordaKe wth the orfwnal ka5e -33.33% on cost - 33.33% on cost -2S%on cott Is impra¢tiC31 to estimate the fair value of the goodsthtt are donated to our shops for resale so donated ¥ood5 for resale are carr*d * a £nil valuatlon. stocks of heaters, el￿￿¢ btsnkets, duvets etc. for ourwlnter Warmth ac¥¥ttles are wrftten off in the year in whKh they are Purchased. Dtbtofsand Liabilit*s Debtors are measuied attt*ir recoverab￿ amounts. Liabilrtw are atttrEirestimated settlement amounts. i.io OpeR￿n6 Leases lease payments underoperatyn8 kne5 are reCOgn￿ed a5 an expertse o%trthe ￿Seterrn on a straight-linÈ basis. i.ii Pensions Pen$bn$a￿lCCOunted forln xcordance with FRS 102. Perts￿n costsforthe defir*d contribution scheme are£hargedto the accourtson an accruals basis in the per￿ in whKhtheyoccur. Annual costs andthe pens￿￿ provisionfort￿ defined benefit scheme are calculated and charged to the state￿￿1 of Firbancial ktNit*son the basis of indeFendent artuarvdl advice. The pension provisiDn has been C￿ated wGthin unrestrlcted funds Sn cornpliarKe wlth the requlrementsol the SORP. fletsi15 of the pension scheme are disclosed In Nots 18 tothe ftnarKial statements. Page 23 AGE CONCÈRN SOLIHULLtra¢fnYd4s AGE UK SOLIHULLICompary number 031W0621 MatP5 tothe Cons¢Althted Hnandal St*menb Irontsnuedl lortho Ye¥r Erthl 31 M¥ch 2021 INCOME FROM CHARITPJLE ACTivmES-CONSOUDATED 2021 Total Enabli1￿ pEople- ComrnunityAdvice Hubs Information and Advice ser¥￿e Wlnter Warmth WintÈr Grant khÈme 765.784 6.753 64,854 50.000 76S.784 6.753 64,854 50.OCQ 798,972 17,450 17,OSO 887.391 887,391 833,472 Promotlng Positi￿ atliludesto rye1￿. Care and Setr-fvndin8 Experiences research project 5.308 8,229 5.308 8.229 SUpwtl￿OId1ff p•opl•: Llnking People Together IrKVolunteer Befriendin8 Ser¥sce Older People's Specialist ServKe Co¥ld Response Later Life Goals Veterans Not Forgotten Other small funds 97.601 112.481 89.8 21,IXK) 14.280 6.194 97,501 112,481 89.875 21,Cl)O 14,280 8,151 70.747 105,053 21,000 IS57 6,Y80 I￿7 341.431 343.388 203.780 W¢YkiTrg with and for oldw people: Home Support 5etwte P05tuTrl Stability Inrtruttion Wami & Well lended November 20191 Social p￿SCribe 254.261 254.261 80.235 244.077 82.824 12.165 7,942 EA).235 28,5fK 28,560 254.261 108.795 363,056 347,CK)8 TOTALINCOME FROM CHARITAB￿ ACTNMES 261￿6 £L337&17 £IW9.143 £lJ92,489 We have revlewed the categorlsation of our activit￿sand made 50fT* cha￿e5. OhlerPeople's S￿CIalISt5erVLce is now IrKluded in Supportln8 older people, and our Wnter Warmth arb¥it￿5 are now inclLJded im Enabling wtAe. The CDmparatives for 2020 have been updated to refknthesÈ chaThxes. Page 24 AGE CONCERN50LIHULL tradirq a5 AGE UK Y)UMULL{Compary Nmber.'031800621 Notès to the Consold•ted lirtonLial Statements (contir￿dI Iwtht Yw EThd￿ 31 Marth 2021 INCOME FROM CHARIYABLE KflVM￿-CONsWDAIEo Icontlnuedl INCOMEFROMCHARITAOLEACTivmES- CONSOL￿TE0-pRI0fi YEAR rotoi EA(rbllJw petrple.. CommunityAdvI￿ Hubs InforrTrx7tion ondAdwceServl WmterWGm?th 798,972 17.450 17,050 17.450 17,050 &33,472 833.472 CtJre ond5erffvnding E4uerFences reseorchprojett 4229 4229 Linklnopeopts fooetherthcVolunteerBefvrtling 5erylce OlderPeople'sSpeoolist5ervl Lgterufe 6ools Other5Fnollfvryds 70,747 105,053 21.Lk 4.277 70.747 105,053 21.C 1703 17Q3 201077 203.780 Worklng with trndfvrolderpeopk.. Home Supportserwce P05turulStGbility instruction Warm & Well lendedfvowember2019J Sociol Prescribers 244.077 244,077 81824 12,165 7.942 82,824 12,165 7,942 244.077 102,931 347,())8 £255AW U137.4W £U9Z489 Pa8e 25 AGECONCERN SOLIHULL irnthe •$ UKS(XIHULL lthnpary nwTrber. 031aJ0621 N¢rtes to the thnsolidated Hnandal 5taternert5 {(onoknued) forthe YearEnded 31 Marth 2021 TOTAL EXPENDITURE. C(hW50UDATED 2021 Support cost5 2020 Total costs Dirert Total costs Ralstngfunds: Shops Fundraising artwitvds 83.089 47.741 2B95 IB70 85.984 49,611 158,905 66,373 13Q.830 4.765 135,595 225,278 Charftable artMtI•s'. Enabling people Promoting positive *dtudestO a8eing Supporting older peopje Workin8 wi(h and for older people 727,750 108,495 4.507 34595 26.069 836.245 5,308 305.995 336.523 814,695 9,227 182,257 338507 271.4Tr) 310.454 1.310.405 173,666 1,484,071 1.344,686 Otl*r eAPerfrtu￿'. Governance cost5 10.619 10,619 L2.631 TotslexFenditUTe £1,451,8S4 £178.431 £1.630.285 £1,582.595 sU￿rt (osts rotol crists RatslRgfvnds'. Shops Fundrolsln9 Ortlyifies 149.884 57,665 9.021 &708 15&905 66.373 207.549 17.729 225,278 (I￿ritI11￿e ucdvftles" Enoblingpeople Promoting positrye ottittJde5 toagerng pportinq olderpeople Working wlth ondfor olderpeople 711930 3.977 IS3.￿1 3Q3.714 101.765 5,250 28.456 34,793 814.695 9,227 182.257 338,507 1174,422 170,264 £344.686 Othtrexpendlture.. Govemunce costs 12.631 12,631 Totolexpendlture £L394.602 £187.993 £1,582.595 We have revIe￿￿ the categorisation of ¢MJractfvst￿$3nd made sorne changes. Clder People's Speclalbt 5eNlce Ss now Included in Supportin8 oldeT people, and our Wtnter Warmth attivitie5 are now incluthd in Enabling ￿ople. The cornparatwps for 2020 have ￿en V￿jated to Idect these changes. Page 26 AGE CONCERN SOUHULLtwading a5 AGE UKS(KIHLILL Icomp•ry Nmber: 031800621 Notes tLlthe Consolldated Fknandgl St•tements IwThtinuedl for the Year Ended 31 Marth 2021 TOTAL EXPENIXTURE-CONSOUDATED IcorfirM*d) Anatysed 5UPPQrtcosts conslstotthe folkJw"ng'. 2020 Stalf cost5 Admini5trat¥)n cosls Premi5e5 Costs 134,592 39,046 4,793 146.236 36,790 4.967 178,431 187,993 The methodsof cost alkxation areeWalb)ed in Note 1.4. STAFF COSTS AND EMPLOYEE BElIE￿r5 2020 Wagès and salaries Social security costs Age UK Pension plan-emphyers. contrltrmrtkjrts A8e UK Retirement Benefits Scheme- Serv￿ Redundancy payments 887,275 51,739 67,797 921,335 52,451 65,269 7,C(10 S49 1,014,360 1.046,055 No emkloyee recew remuneratY)n and bÈneffts lexcludir¢ pen5ton c05ts1 of n￿)ret￿an £60,LlJJ durfng the year12020'. nill. The total arTK*urt of empk)yee remur*ratitsn and benefits IsaLiry. NI'ER and Fension contributlons) paid by the (harlty in relation to its key management personnel duri￿theyear was £145.05712020.. £134.3351. STAFF MJM8ERS The average nurnberandfull tlrne eqU1va￿Trt numterof employeesthringthèyearwas a51ollow5'. mber Full time Èqul¥aleni 2021 2020 2020 Charitable attNities Activlties forEeneratlngfunds Mana8ement, administiation and finan 47 29 31 42 None oltheTrusteeslDirectors has been paid any remurtration or rece￿edaMYOther beneffts froman employment wlth the (J)arity12020.. £nill and noTnJsteelDire¢toreKenses have been In£urred12020: Enlll. RELATED PNMYTRA14SACTIONS There were m related party transattions r￿q￿inngd￿?Wre duringthe yearl2020.. £nill. Pa8e 27 AGE CONCERN SOLIHULL tradlng•sAGE I￿SoL￿1￿lL IC(¥npany nmiber.. IY31800621 Ilotestothp Cl￿OI1dated finanrial Statenxnts l(onQinued) forthe YearEnded al Marth 2021 TRANSACTIONS WITH AUDITOR The thar1￿5 audthrs pro￿de a statutory aud￿t￿n￿l and the fees payable ¢*Jrir¥the yeaiwEre £3,90012020= £3,5￿). TAXATION The charrtable company is NJtl5ab￿ in #entral for ttxathjn on it5 actNiUes dutto its ehadtsble natu￿. io. TANGIBLE FIXED ASSeTS-GIIOUP AND CHARITY Shop Furnlture and Fttllngs Totsl C05r'. At l April 2020 Additions 24.581 L798 87,T27 26,880 25.082 At 31 Ma￿h 2021 26.379 114,607 DEPftEaATION: At l Aprll 2020 tharge for year 41.032 ILS87 22.695 1,310 72,287 12,897 At 31 March 20ZI 52.619 8,5fAI 24.005 85,184 fl￿BOOK VALUE: At 31 Marth 2021 E 27,1M9 £ 2,374 É29,423 At 31 March 2020 £ 13,554 £ 1.886 E15,440 ii. FIXEDASSET INVESTMEfiTS-CHAIIITY 2021 Investment In subsldlary ThE ChariW5 lixed a$5et InvEStments at thÈ batsn￿ sheet cOm￿Se a IOQ% holding of the Oidinary Share capital Df Age CorKern Sollhull Tradlng Llmlted tradlng a$ 4e UK Sollhull Trading Icompany numkr.. 029081401. Age UK Solihull Tradln(s re8isteTed addre55 i5the 5arnE as the chart￿$. The iwegate capitsland Teserve5 of Pie LIK &)lihull Tradin8asat 31 March 2021- 2020 gate capital and resekwes Age UK 5ollhull Tradlng had no actfvitks durlngthefinandal wrto 31 March 202112020= £ nlll. Page 28 AGE CONCERN SOUHULLtrath845AGE UK Sc￿lI1lL Icwwry nUmber:031￿62) Notes to￿ Consdidated Ftnan¢ial Ststements lo)n￿rthd> lorthe Ye¥ End•d 31 Matth 21)U 12. DEBTORS.. AMOUNTS FAWNfj DUE wrrHIN ONE ITAR-GROUP AND CHIRWry 2021 2020 Trade debtor5 Prepayments & accrued intomp VAT recover£ble 61,904 60,932 591 44,102 97,482 787 123.427 142371 13. CREtATORS.. AMouf4TS FALLING DUEwrrHIN ONE YEAR-IJIIXIP AIIDQlAR￿y 2011 2020 Trade credltors Accn*d expenses Deferred incory* (Note 141 PAYE, Natio￿1 InsurJwKe penS￿n cortribution5 PrOv￿10n for liabilitie5 48,248 64.588 19.440 14.627 25,598 72,955 39,238 2,618 19,425 25,954 172,501 160.190 The provlsk)n for IlatrAlltles Ss the ¥alueof the accnjed trArt as yet untsken anwal183¥e and time off In Ileu of staff atthe year et)d. 14. DEFERRED INCOME Iour accoun￿￿8 poly on deferred Éncome ts setiyjt lfi Ilote 1.3.) 2021 20 8alaKe at l April 2020 AmLwJnt released to incoming resour Amountdefèrred in year 1618 12.6181 19,440 82,402 182,4021 2,618 BalaKe at 3L March 2021 19,440 2.618 15. ryALY515 QF GROUP NEf ASSETS BETWEEN FUNDS Urwestrrted funds RestrKted frJnd5 Total funds Ta￿lbIef1Xed assets Netcurrent assets Creditor5.' amounts falling due after more than one year 29.423 YJS,330 29,423 602,235 205.905 li0.0￿) iio,oJoi Total net assets ot31 Mar¢hZQZI 415.753 205,905 621,658 un￿Stritted fvnds Restrkted fvnds Total AuAd5 TangNblefved Jssets NetcurrentU55ets Creditors.. ttmtsuntslolllng due fter more thon one yeor 15,440 280.693 15,440 355,650 74.957 18,IKXJI I8,￿0) fotolnet05sets ¢rt31 Mtsrth Z 288.133 74.957 363,090 Pate 29 AfjE CONCERN 50LIHULL trarfirq a5AGE UKSIXIHULLICcffjpwry number.0318LW)621 N¢xes to the Consolldated Fwntial Ststements I￿ntIl￿dI forthèyear Ended 31 Marth 2021 RESTRICTED FUNDS o￿nIng Baknce Transfers between Funds Trartsfèrs tolfrorn Un￿$trItted Funds aoslng B*nce inyear ornmunlty Athl￿ Hub5 PUNIC Health Winter Warmth &ge UK 5ollhull Wlnter Warnith SMBC w￿nterErafftt st￿Me Postural Stability Instruttiofi Information 5er¥ice Older People's Ser¥Ke5 later Life Goa15 Veterans Not Forgotten Covid Response Social Pres¢ribers e Cofi¢eYn ca￿le Bron)wich HSS VulneraLde kjpport Fund Em•rgency Fund 8.633 9,256 12,991 39,920 5,207 13,597 52,053 14,463 26551 2,134 14,705 14.990 13.9781 49,477 21AKX) 20,624 14,227 68,786 li0.￿} 110.50)) 1.426 1921 1991 S,828 1,732 1.832 1,733 74,957 141.448 110,5ml 205,￿5 SMBC Wlnter Grant kheme. Veteran5 Not Forgotten. Covhj Resp)nse and Socval Prescribers were all new artfvlties thls year and all funding re￿￿ed was fully spent dunng the year. For Covid Response irKluded atrx)ve. we have includtd only those grants or other fvndlng whKh we recew to supwrt specific Cowd Response attNities not otherwise included in other restrlcted or uniestdcted actwrtles. eg. our volunteer 5￿ppIng ser￿. (￿r Later Lffe Goals fijnder permitted 50% of this yearfsfvndlng to be all¢xatedto Covid reswjnse and th15wastransfer￿to unrestnttedtocoverourc￿1d Responseact￿tles or to fvnd addllonal costs arfslng from ￿ effects ofts pandemi both ofwhth are ongoing. PRIOR YEAR Tronsfr Tronsfeft5 between to/from unds Unreth¢ted Funds in Yeur nce CommunityAdvice Hubs Public Heolth Wlnter Wonmh Wontrj & Well Aoe LIK50lihull ￿}nter Wamith P05turo15tobility IrJ5tructioJp InAormotiJn Sefyice Older People's SeThrces Later Life Gools St Morgoret5 Pop-ln Age Concern Cosrle Bmmwich HS5 Vtslnerttble StspportFund ErnewenryFund 13.733) 1.574 670 IZ366 s,￿3 9.256 7.509 4.950 4114 1424 3,895 18179) 11954 2.134 14.705 19.3(YJ {5,980} 1,782 4,914 10.5CK) 10.5( (21,LiOJ 4.922 5,347 L877 912 (4.922) f945} f145) 920 4,402 1732 20,289 62.847 (8.1791 74.957 Page 30 AGE C014CEIIN SOUHULLtradlryasAGE UK S(LIHULL{Compary rwmber: 03W0621 14otofothe Consolidated Financial Statemert5 Icortinuedl forthe Year Ended 31 M¥th 2021 i& RESTrICTED FU140S (continue MOVEMENT IN YEAR: Movement In Year Incow Expenditure Communitymrfce Hubs Publi¢ Health Wintei Wamrth Age UK k)lihull Winter Warmth SMBC Winter Giant kher Postural stsbility I[￿c￿on Infonration Senrice Older People's Servlces Later Life Ga215 Veteran5 Not ForEotten Covid Response Soclal Pre5criber$ e Concern Castle Bromwlch HSSVulnerable Support Fund Emergency Fund 799.984 17fKI,0641 18,2931 17.1571 1S0,OCOI 165.5691 110.7311 1162,3251 39.920 5,207 13.597 20.754 PA>,SS9 6,753 211.802 21,Crt)) 14280 89.875 285 14,990 13,9781 49,477 21,(rt)J 114.2801 189.8751 I28,5￿> 426 12321 16.5931 1.426 1921 1991 140 6.494 1.344.701 11.203,2531 IAI,448 Movement in Prtor Yeur Expendrture CornmunityAdvitt Hubs Publlc Hecrlth WFnter Woffljllj Wurm & Well Age UKSolihull Wtntgr Wam7th PosturalStGbilitylnstruttion Infvrn70tlon Servlce Older People's Services £otsr Llft 6ools StJWuTgorets Pnsdldoted Mn¥n¢ial StaternenlS (¢￿t￿yed) f¢Ythe YearEThJed JI Marth 2021 18. PENSION SCHEMES Ifontlnuedl The defined benefit stheme ha5 a deficf( as Set out be￿w. The deficit ha5 increased over the year under re¥￿w. This 15 due to the increase in liabil¢ties due to 2n incrÈasÈ in luture infiation eXF￿at￿n5. a decrEase in thÈ discount rate and changes to the mortality assumptKmS. These bsses were part￿ offset by contrfbutkns made to the Scheme by the Employers and an incrèase in the value of the Scherne'5 'retum seekir¢ assets. During year to 31 ljaich 2021 the Scherne'5 trustees and Age UK WEre abletOH8tee a six-rmnth deferral of c0ntrf1￿tK¥rt$ as a mtawre offftnanckl 5UPPOrt in response to the Covid 19 event. is important to note that the pensknn liabllty will alter in reSFonse to than8e5 to economk, demographlc and Investment market coTrdltions. Valuations are SnapS￿>ts on one day. The liabilty does not crystallise In the short or medium temi. Fundin8contrI￿tions are a￿ed bythe independent aLtJary and the Fensionlund5trusttes, Theexpected contrfbutlons bv the Charfity for the year ending 31 Marth 2022 have [￿t yet been fomialty confirrned and continue at the previously a8reed of £30,0(K) pa. Contributs0115 irtlude an alk)warKe for admlnL%tratknn expenses and PPF I￿lt5 and are fattored Into futyre ￿dgets and iwsine55 P￿￿S to ensure thatthey are managed. 2021 Va￿t ofschemè a55ets * obl1gatkn￿. Falrvalue of Scheme assets Present value 91 defined benefftoN*ti)n I.290,￿0 I1,300,￿J) 1.198,000 IL206.0001 Net Dbligations (lo,￿0) 18,0001 Mo¥emÈrts in ￿¥T.. Pension Scheme dtht at stsrt Of￿ar Current service c05t Cash contri￿rtIon Other finance income Actuarlal Ilossllga1n 18,c￿l 17,tx)o Is,( 16LOOOI 17.0001 30.000 iio,(KKJI 30.000 Penslon scheme detkfjtatend of year Iio,CKX)I 18.(NJOI 2021 2020 Fall value of Scheme ass¢￿- Openin8 lairvalue Interest income on Scherr* assets Galns on Scheme assets Contributlon5 by Charity Netbeneflts pald out Admlnlstratlon costs incurred 1.198.OC(I 26.0(N) 96,0(K> Is.o(M) 138.0(M)I 17,0(K)I 1,141,CO) 27,QM)J 43,(KX) 30,( 137.0(XJl 16,0(M)I Closln8fairvalue of kheme assets I,2￿.000 L198,OLY) Pay 34 AGE CONCERN XJUHUiLtr4thyasAGE UK SOUHULL ICornp*w Thmbw. 0318£￿￿1) N(rtestothe COMO￿a￿d Statemerts Ic%>nttnutdl fortheyear Ended ai Marth 2021 PENSIONSCHEMÉS l¢onthwdl Present value of deftned benefft o￿ation Opening defined benefit obl*atiofis IDBOI Inte￿5t expen5eon DBO Actuarial k)sse5 on Scheme lialx.lit￿5 Net benefts paid out Pastser¥lce Cost Ilncl. curtailments) 1,206,(KXI 26,(MJJ 106,( 138.OtKIl L.202,000 28,000 13,000 137,0001 Closing defined beneftt oblSKatbn 1.300.OCQ I.206,￿) The prI￿PaI assumptK)ns used to calcuLite the liabilitie5 urKlei FRS 102 are.. Xpa RPI irnflatiort CPI inflation Rate of i￿reaSe in salaiie5 Pengon incieases.. Rate of ircrea5e in payment of pre 2LMJ6 pensKJr Rate of iKrease of k%)st 2006 pensions DiscountTats forschtmt liablilit 3.10 2.80 1.80 NIA NJA 3.10 2SO 2.10 2.50 2.20 Pa8e 35