Registered charity number 1086323 Company number 04146487 

## Age UK West Sussex, Brighton and Hove 

## _Let’s change how we age_ 

Trustees Annual Report and Accounts 2024 - 2025 



Contents
Welcome From our ChairoFTrustees
Ouryearin numbers
Our aims and objeclive5
Changing lives every day
Achievements and performance
Our services
Structure & governance
10
Financial review
13
Future plans
15
Auditors
17
Audited Accounts
18

I ve been on myownfor35years, since my wife died. When a
friend recommendedAge UK WSBH to me. I thought I d give it a try.
I've ended up coming three days a week. I'm not really a chatty sort
ofperson, but I do lookforward to coming to the centre.
Has it changed my life? Yes, it has...I don't quite know what I d do
without it now."

_Trustees Annual Report, pages 1-17_ 

## **Welcome from our Chair of Trustees** EO 

## **Proud to be ‘changing how we age’** 

I’m delighted to introduce this year’s Annual Report, my first as Chair of Trustees for Age UK West Sussex, Brighton & Hove. It’s been a real privilege to step into this role, alongside several new Trustees who have brought fresh energy, insight and expertise to our Board. We’re united in our enthusiasm for the future and we’re all hugely grateful to the outgoing Trustees whose guidance and dedication helped lay the foundations for so much of what we’ve achieved. 

This year has felt like a turning point for the charity. We refreshed not just our Board, but our sense of purpose, captured in our bold new strapline: "Let’s Change How We Age." It reflects our commitment to challenging outdated attitudes, tackling inequalities and supporting people to live well in later life, whatever challenges they face. From poverty and ill health to loneliness and ageism, we’ve continued to be there when it matters most. 

Each number in this report tells a story. We supported over 12,000 people directly this year and reached thousands more through strong local partnerships. Behind those numbers are individuals who felt warmer in winter, less alone, more financially secure and better able to live independently. 

As well as working hard behind the scenes to increase income sources and ensure future stability, we’ve also introduced new services to meet growing and changing needs. This year we launched a dementia clinic and careat-home services, helping individuals and families navigate tough times, knowing we are experts they can turn to for compassion, care and confidence. We also opened a vibrant new hub in the heart of Brighton in October, allowing people to drop in for easy access to information, face-to-face advice and a listening ear. 

Our feedback suggests that our support can be life changing, or even lifesaving. I want to thank everyone who has contributed to that. Every volunteer, supporter, staff member and partner is an important part of our team, each increasing our impact and helping older people live the lives they choose. We’re not just responding to need, we’re helping to reshape what later life can look like. 

On behalf of the Trustees, I want to thank you for your support and I look forward to all we can achieve in the months and years ahead. 

At a time when so many are struggling, our work to support those in hardship has been critical. Our team’s commitment to helping older people access the support they deserve means we managed to unlock more than £4.4 million in benefits, grants and discounts, easing financial pressures for those who may otherwise have suffered in silence. 

Ali Mohammed Chair of Trustees Age UK West Sussex, Brighton & Hove. 

1 O 



Ouryear in numbers
12,000 £4.4m
We directly supported over
12,000 older people locally
and thousands more through
Fantastic local partnerships.
We put a combined total OF
over £4.4 million into the
pockets of olderpeople, by
helping them access beneFIl5.
grants and discounts.
99%
2,300
99% OF people we surveyed
said Iheywould recommend
our services.
Over 2.300 people accessed
our club5 and centres. 510
people used our gym to stay
active.
£5,616 1,365
One of our cltents now
receives £5,616 a year extra
income. due lo our intervention.
We gave practical help to
1,365 people worried about
staying warm in winter-
smashing our target by more
than a third.

Our aims and objectives
Our mission
To be the 'go-to' for expert guidance and support. helping people as they age, their
family, friends and carers.
Ourvision
Through delivering our mission wewant to change how we age.
Ourvalues
We introduced our new organisationalVIP values in April 2025. We made them meaningFul by
checking they aligned with our people's personal value5. We￿ easy to remember and can be
reflected in everything we do.
Everyone. regardless of their role or background, deserves to feel respected and
irnportanL We encourage appreciation and recognition For each other and the peopLe
we senie.
Included
We want to ensure everyone Feels heard. welcome and part of the community. We
ernbrace diversity and create a space where people belong.
Passionate
Passion is the energy and commitmentwe bring to everything we do. We are driven to
make a positive and meaningful difference.
We have worked with our people to embed ourvalues. Whetheryou are acustomer. partner or
colleague our airn is to make you Feel like a VIP.

Changing lives every day
At Age UKWSBH we aim to 'change how we age. by tackling issues Like poverly. ageism and
loneliness. Our priorities are ensuring that people remain healthy, independent. informed and
connected.
People are:
Healthy
Our goals
Promote health. weubeing and
selF-care
Perso[￿lISe support From
prevention to crts
Collaborate acr055 agencies to
improve outcomes
Larry, aged 75, said After a lifetime ofback and hip problems and more recently COPD, I was
using a wheelchair regularly. I wos opprehensive about joining the gym atfwst, but my concerns
were completely unfounded My mobility, bolance and strength hove improved dramatically and I
feel more confident about thefuture. I con't thonk the teiun enough."
People are: I
Independent
Our goals
Encourage take up oFwhal we
ofFer
OFFer practical help, close to home
and at home
Build age-friendly communities
with partner5
Jane said "The Help at Home Service has tronsformed my lrfel I've got a lovely lady who comes to do
the housework. who is thomugh and trustworthy. I m really comfortable with her."

Changing lives every day
People are:
InFormed
Ourgoals
InForrn, advise and gu(de
OFFer learning opportunities and
skills development
Raise awareness oFour
organisation and others
When asked For ftedl>acLJohn said our stafF memberwas "Patient and informative. Ifelt heard.
seen and listened to."
People are:
Connected
Ourgoals
Offer social. cultural and
cornmunity activities
Prornote and enable the use of
digttal tools
Improve and widen access to what
we offer
Sue said -1 love corning to the Laburnum Centre. everyone is sofriendly, there are 50 mony closses
to go to, with o coffee (￿d a chat after. The gym is greaLI I would be10st without this."

Achievements and perFormance
Key achievement5:
Our client contacts have increased by over 16.000 this year- we're
oFFering people more intensive support and assisting with more
complex issue5.
We opened a brand new. Face-tO-f￿ Spa￿ in the heart OF
Brighton. The Brighton hub provides a one-stop venue forpeople to
get inFormation and advice on everything from ffftances and Fitness. to
scams and sociali5ing. Cost-oF-living support is a top priority and we
ofFer beneFits checks and warm homes advice. The hub provides an
information leaflet library. oFfers workshops on key issues like Financial
planning and can help people get online. so they can digitally shop,
bankor connect.
We supported those in poverty, putting a combined total oFover
4.4 million into the pockets OF older people. by helping them
access beneFIts. grants and discounts.
We began work on a brand-new membership platform, to allow us to
understand oui members better and oFFer them additional information,
advtce and services.
We exceeded our taryet on winter warmth. giving practical help to
1.365 people and smashing our target by more than a third.
We opened brand-new services, oFFering dementia assessments and
care-at-home options For those in need.
We undertook a rebrand. vowing to 'change howwe age. by tackling
ill health. poverty. ageism and loneliness.

Our services
InFormation & Advice
We ofFer free, confidential information and advice Servi￿ lo people over 50. their Families and
carers. Our expert advisors tackle issues Like poverty, ill health and loneliness by covering a
huge range of topics including welFare beneFIts, housing needs. leisure and social activities.
winter warmth. care planning and advice For carers.
Trained advisors are available Face-to-Face. over the phone orvia email and during this period
we received 3.462 reFerrals, dealing with a wide variety OF topics. One area oFexpertise is
welfare benefits. This year, the team helped older people access more than £4.4 miLlion in
beneFits, tackling poverty by putting more money in the pockets of those who need it the
most.
Top 5 referral reasons..
1: Loneliness and social isolation
2", Practical support
3: Discharge From hospital
4: Benefits checks
5: Health services
Customer feedback regarding our InFormation & Advice Service is excellent. with many Feeling
incredibly relieved after receiving our help:
"A huge thankyouforgiving me my life back. I've got £227 a month
towards my rent and £900 backpoy. I've also got my blue badge coming, all
thanks toyou. I can't thankyou enoughl"
Independent Living
We oFFer seNices to take key tasks off people's hands. allowing them to remain independent
and continue living at home Foras long as possible. Ourlndependenl Living team incorporates
the Help at Home service. Homevtsiting and a Gardening service.
Help at Home supports with general domestic cleaning. but also laundry. bed making and
changing. basic Food preparation, dog walking. shopping and collecting prescriptions.
Gardening keeps gardens OF all sizes. neat, tidy and weed free. allowing people a pleasant space
to relax and get Fresh air. Home Visiting provides support and companionship to those Feeling
isolated and alone.
Almost 1.500 people used our Help at Home service this yearwith nearly 550 turning to us For
gardening support.

One ofthe Independent Living Team summed upwhat the work meant to them".
' For me it's a very rewarding job. You're helping people and sometimes
you're the only person they've seen all week. You bring a little joy with each
visit and that makes me so hoppy."
Dementia & Extra Gve
Our dementia services oFFera range of activities and support For people living with dementia
and theircarers. We run daytime sessions Focused on meaningful, Stimulating experiences that
build conFidence and encourage social interaction. These sessions also provide valuable respite
Forcarers. We host peergroups and work closelywith those who are newly dtagnosed or living
with early onsei dementia to ensure their needs are met. Currenily. over 260 people beneFIt
From these services. along with 173 registered carers who access respite and weLLbeing
programmes.
Our new dementia clinic, in association with not-For-proFit organisation Here, can offer paid for
dementia assessments at a fair price, ensuring accessible help. expert diagnosis and
personalised care. ReFerrals can come From GPS. Families or the individuals themselves.
Finally in this team. our Care ai Home service offers assistan￿ with washing. dressing and
personal care, help with medication and reminders. ca￿r ￿SPite visits. ad hoc support with
travel to cornmunity activities and hospital appointments. light meal preparation and
assistance with daily admin tasks such as organising paperwork. managing bills and posting
Letters.
Our dementia support services can have a significant impact From the very first visiL
"My husband came backfrom hisfirst session really enthusiastic- o
different man."

In our comrnunltles (localitles and integrated health)
Ourcentres and community spaces acrossWesL Sussex. Brighton & Hove offer awarrn and
welcoming place Forolder people to gather-giving the opportunity to meet new people For Fun.
friendship and Fitness. We have centres in Bognor Regis. Hayward5 Heath. Burgess Hill and
Horsham. In addition. our brand-new hub in central Brighton allows us to oFFerface-to-face
advice and support to anyone who drops in. Over 2300 people visited our cent￿S this year. to
help them remain healthy. independenL inFormed and connected.
"It's the best place ever- I'm excited to visit the centre each week. The staff
and volunteers help everybody."
We're proud oFour specialist gym at the Laburnum centre in Bognor Regis, which can support
customers ofall ages and abilities. Our equipment can be adapted forusewith wheelchairs and
our team are experts in providing rehab after illness or injury. They also heLp people work
around any health chaLLenges or physical Limitations.
"It's such a great place to keepfit. I don't believeyou'llfind anywhere else
where people look happier. while they're building theirstrength and
stamina. Iloveitl" "Feeltnglonely? Not anymore"
We also have a dedicated team of community link workers and social prescribers who work with
people at home, orout and abouL They tackle ill health prevention, connect them with groups
and clubs they might enjoy and ensure they have the support they need with issues like
housing, finances orloneliness, working to make thern healthierand happier.

Structure & governance
Age UK West Sussex. Brighton and Hove is a charitable company limited by guarantee,
incorporated in England and Wales on 23January 2001 and registered with the Charity
Commission on 26 April 2001. In the event ofthe charitable company being wound up
member5 are required to contribute an amount not exceeding £1. The governing document OF
the organi5ation 15 its Articles of Association.
Age UKWest Sussex, Brighton & Hove is a collection oFcharitable mergers From within the Age
UK network locally with the legacy organisattons being more than 67 years old.
The charity is established to:
Promote and develop servi￿5 For older people in any mannerwhich now or hereaFter may
be deemed by law to be charitable in and round West Sussexorsuch otherareas as the
trustees shall determine From time to time (for the avoidance OF doubt this shall include
the area5 OF Portslade, Brighton and Hove) (hereinaFter called "the area of benePLt").
Provide or assist in the provision oFfacilities in the inte￿$t ofsocialwelfare for recreation,
community participation or otherleisure time occupation of individuals who have use OF
such faciLities by reason of their age. infirmity or disability. Financial hardship. or social
circumstances with the object ofimproving conditions oFliFe in the community at large.
The oversight OF the charity is the responsibility oFthe trustees who are elected and co-opted
under the terms of the Articles oFAssociation. None oFthe trustees have any beneFicial interest
in the company. All the Trustees are members of the charitable company and guarantee to
contribute £1 in the event of winding up.
Charities exist to fulFil their charitable purposes. The trustees recognise their responsibility to
strategically understand the environment in which the charity is operating and to lead the
charity in fulftLling its purposes as eFFectively as possible with the resources available.
The Board's core roLe is a focus on strategy, perftirmance and assurance.
The Board has a shared understanding oFand comrnitment to the chariws purposes and
demonstrates that the charity is eFfective in achieving its charitable purposes and agreed
outcomes. The Board also provides strategic leadership in line with the charity's aims and
values. Strong and efFective leadership helps the charity adopt an appropriate strategy for
eFFectively delivering its aims. It sets the tone For the charity. including itsvision. values and
reputation.
The Board and trustees individually accept collective responstbility for ensuring that the
charity has a clear and relevant set oFairns and an appropriate strategy For achieving them.

The Board agrees to the charity's vision, values andreputation and leads by example. requiring
anyone representing the charity to reflect its values positively. The Board makes sure that the
charity's value5 are reFlected in all its work and that the ethos and culture OF the organisation
underpin the delivery of all activities. The Board and individual Lru5Lees take collective
responsibility For its decisions.The chair provides leadership to the Board with prime
responsibility For ensuring it has agreed priorities. appropriate structures. processes and a
productive culture and has trustees and senior 5tafFwho are able to govern well and add vaLue
to the charity.
The CEO is the most senior mernberoFstaff and is delegated full responsibility From the board
to run the organisation on a day-to-day basis.The board makes sure that there are proper
arrangements For Lheir appointment. support. ￿MuneratiOn and. IF necessary. dismissaL
The board's Functions are Foirnally recorded. The￿ are role descriptions defining
responsibilities for all trustees that diFFerentiate clearly those oFthe chair and other officer
positions and outline how these roles relate to staFF.
IF the board decides to utIl￿e the subsidiary company, it is always clear about the rationale,
benefits and risks ofthese arrangements. The Formal reLationship between the parent charity
and each of its subsidiaries is clearly recorded and the parent ￿ViewS. at appropriale inteNals.
whether these arrangement5 conlinue to best serve the organisation's chariiabLe purpose5.
The board recognises, respects and welcomes diverse. different and at times conflicting trustee
views and ensures il creates a value5 drkven inclusive organisation. The board provides
oversight and direction to the charity and provides support and constructive challenges to the
organisation through the CEO.
All trustees give suFFicient time to the charity to carry out their responsibilities effectively. This
include5 preparing for meetings and sitting on board committees and other governance bodies
where needed. The expected time commitment is made clear to trustees before nomination or
appointment and again on ac￿Ptance oFnomination orappointment.
Where individual board rnembers are also involved in operational activities. ft)r example as
voLunteers. they are clear about the capacity in which they are acting at any given time and
understand what they are and are not authorised to do and to whorn they report.
Directors of the gTOUP and charity a￿ appointed following proposal and seconding by the
Board oFTrustees at the Full Annual General Meeting. Board members may also be co-opted
during the year. The trustees of the charity are responsible For the overall strategic direction
and control of the charity and ￿Ceive reports and recommendations From the directors and the
operational leadership team.

As Far as it is complimentary to the charity's objects. the charity is guided by both local and
national policy. The charity is a network memberoFAge UKand the CEO is the present Chair of
the Networl holding a board seat oFthe national charity Age UL The charily has a close
relationship with the County Council. borough and district councils and Statutory health bodies
togetherwith othervoluntary organisations both nationally and throughoutwest Sussex.
Brighton and Hove. These close links have proved invaluable to the charity in establishing
improved links within the community and identifying relevant policy developments and
prospective Funding.
All serving trustees are Familiar with the practical work OF the charity. Potential new trustees.
who are selected For their strengths and the diversity that they will be able lo bring to the
Board, are invited and encouraged to spend some time at our ofFices and IF possible at our
other bases of activity and outreach locations. to Familiarise themselves wilh the charity and
the context within which it operates. New trustees will be made Fully aware OF:
The obligations of trustees.
The eLigibility of trustees.
The main documents which set out the operational framework For the charity. includtng the
Mernorandum and Articles.
The current Fmancial position, including a copy of the latest published accounts.
The strategies. plans and objectives
The Charity Commission's role and the publications that can be obtained there. such as
their guide 'The Essential Trustee..
Public beneFIt
The long-term vision and ambition of the charity is to'change howwe age, bysupporting older
people to be healthy. independent. inFormed and connected. Age UKWSBH'S m(ssion is to be
the'go-to, For expert guidance and support For older people. their families. Friends and carers.
In setting objectives and planning For activities. the Trustees have considered guidance
pUbL￿hed by the Charity Commission relating to public beneFIt. including the guidance'Public
beneFIt: running a charity (PB2)'.

Financial review
The consolidaled results OF the charity and its 5ub5idiary are presented in the Statement OF
F￿anciaL Activities. The total consoLidated Funds held at the balance sheel are
£2,532.827. comprising £204.174 in restricted Funds. E512.343 in designaled Funds and
£1.816.310 in general unrestricted Funds. The charity's net movement in funds For the
year resulted in a deficit of £336.738.
Reserves policy
Maintaining reserves is a Fundamental aspect OF robust Financial managemenL However,
Trustees must be able to demonstrate a Legal and strategic rationale For holding such funds.
Given the vulnerability oFour client base and the critical nature oFour services, the Trustees OF
AUKWSBH believe il 15 essential to consider the organisation's viability beyond the immediate
Future in order to provide reliable services and funding over the longer term and to be able to
absorb downturns in income. A fonnula to determine the level of reserrfes should include:
a rag rating on revenue contracts to determine which. iFany. are al risk
contractual obligations e.g. leases
working capital requirements
any outstanding net liabilities
insurance costs - public liability. employevs liability. contents and buildings
Financing planned inveslments
The level ofreserves required will be adjusted annually during budget setting considering the
above Formula.
Responsibility For approving the annual assessment is vested with the Trustees. assisted, iF
appropriate. by professional advisers. The ChieFExecutive and Head oFFinance should prepare a
report For a meeting oFthe Trustees everyyear and make such recommendations Foradjusting
the reserves as appropriate.
As at 31 March 2025. Free reserves slood at £476,451 (2024: E750.830). Free reserves are
defined as unrestricted Funds not designated For speciFic purposes and available to support the
charity's objectives. This Figure is short oFthe Truslees. target reserves level oF£603.074 but as
the building asset has sold in FY26. the shortFall is eliminated within the next Financial year.
Going concern
As part oFthe annual budget pro￿5S. theTrustees have undertaken a thorough review OF the
year ahead and approved a three yearcashflow projection. This has given them a reasonable
expectation that the organ￿atiOn has adequate resources to continue in operational existence
For the near future. For th￿ reason. they continue to adopt the going concern basis in preparing
Financial statements. Furtherdetails regarding the adoption oFthe going concern basis can be
found in the accounting policies.
13

Risk Management
The Trustees regularly assess the major risks facing the organisation and a￿ satisPied that
appropriate systems and mitigation plans are in plaTr. A comprehensive risk register is
maintained and updated rnonthly. with key r￿kS reviewed at each Board meeling.
One OF the organisatton's most signiflcant external risks ￿lateS to the evolving Funding
landscape, particularly the ongoing devolution agenda and potential changes to NHS
commissioning and delivery.
Following the sale oFour Brighton property. we are looking at future planning. We need to Focus
on increasing our reserves while remaining cautious and prudent in our financial planning. As
we move forward with implementing our Five-year strategy, a key focus will be on expanding our
commercial activiLies to improve Financial sustainability.
At the same time. we must stay alert to changes in the market, particularly around devolution
and the NHS, as these could impact our Future funding. service delivery and operations. Several
OF our existing contracts are vulnerable and competLtion For Funding especially From trusts and
Foundations has intensiFied. with onlyone-in-ten applications being successFuL This highlights
the importance oFgenerating our own income streams.
We recognise that the coming years may be challenging and we are actively preparing to ensure
our resilience and long term sustainability.
Fued ayset devaluation
In summer 2024, the Board of Trustees agreed to sell the Prestonville Road property in Brighton
and secure new premises better aligned with the needs oFthose we support.
The property was initially underoFFer For £1.2 million. in line with it5 carryingvalue on the
baLance sheet.
However, the buyersubsequently changed from a cash purdiase to a Financed arrangement.
trlggering a revised valuation. Due to shifts in market conditions. the property's value
decreased.
To enable completion of the sale. the price was ￿negOtiated and ￿dUCed to £1.035,000.
The sale was completed in July 2025 and the resulting devaluation has been recognised on the
balance Sheet as an impairment loss.
14

Future plans
Our Future plans centre around our priorities oFenabling people to be healthy. independent.
informed and connected.
Healthy
To empower and enable people to be healthy as they we wilL.
OFFer a range oFhealth and wellbeing clubs and activities to support people's physical and
mental welLbeing.
Work to prevent ill health through support in improving living conditions, encouraging
healthier lifestyles and providing early intervention.
Help people manage episodes of ill health and avoid hospital admissions through tailored.
person-centred crisis supporL
Work in partnership across health. housing. emergency seniices and transport sectors to
ensure people experience joined-up care.
Provide dementia~speciFic support for individuals and carers.
Independent
To empower and enable people to be independent as they age. we wilL.
Encourage the use of our services. alongside other providers and appropriate technologies.
to help people maintain independence and controL
Deliver practical, local support that enables people to remain in their own homes and
communities For as long as possible.
lrnprove our cent￿$ by refurbishing layouts and Facilities, making thern rnore welcoming,
Functional and comrnercially sustainable to meet the needs oFolder people.
Develop and rnainlatn a trusted and vetted local business directory, giving our customers
reassurance when accessing external services.
Negotiate new and improved hire agreements with external providers to help secure the
long-term Financial sustainability oFour centres For community use.
Ensure all commercial operations a￿ underpinned by robust health and saFety rneasures,
supported by our partnership with a specialist Facilities management provider.
15

InFonned
To empower and enable people to be infvrnped as they age. we wllL.
Develop and grow a digital mernbership platForm to offer better access to services.
bookings, inFormation and advice
all in one place.
Provide accurate, timely and ac￿ssible advice and inFormation across multiple channels.
Make it easier For people to navigate and connect with services both online and offline.
improving digital inclusion while ensuring non-digital options remain available.
To empower and enoble people to be connected as they age. we wilL'
Continue to grow our membership ofFer to build cornmunity connections and reduce
loneliness.
Create inclusive. welcoming spaces in our centres. designed around the needs oFour
members and local communities.
Work in partnership with local organisations. businesses and volunteers to ensure
everyone can age well in an inclusive. age-friendlysociety.
We want over 50s to see us as their'go-to. For information, advice and services. Our aim is to
exceed customer expectations. going 'above and beyond. to offer support, empower people
and tackle ageism.

Auditors
During the year. the TC Groupwas chosen to art as the independent auditor to the organi5ation.
Statement of disdosure to auditor
As Far as each Pe￿On who wa5 a trustee at the date ofapproving this report are aware. there Is
no relevant audit information ofwhich the group's auditol is unawar&
Additionally, the Truste￿ individualty have taken all the necessary steps that they ought to
have taken as directors to make themselves aware oFall relevant audit information and to
establish that the group'5 auditor is aware of that information.
This reportwas approved by the Trustees on . ..
d skgned on theiT behalf, by
li Mohammed
Chair of Trustees.
Age UKWeslSusseK Brighton & Hove.

Registered charity number 1086323 Company number 04146487 

## Consolidated Financial Statements for **Age UK West Sussex, Brighton and Hove** 

_(limited by guarantee)_ 

for the year end 31 March 2025 

18 



Legal and administrative information
Trustees
John Dixon
Linda Dyos
Caroline Instan
Amanda Latham
Peterworster (resigned 05102120251
Sarah Watson
Alison Mohammed (appotnted 2610912024) (Chair)
Glynn Jones (appointed 26/0912024)
Jonathan Rosser (appointed 2610912024)
Jill Larnond (appointed 2610912024)
Secretary
Helen Rice
Charity Number
1086323
Company Number
04146487
Registered OfFice &
Principal Address
Ground Floor. 95 Queens Road.
Brighion.
East SusseK BN13X
Auditors
TC Group
The Courtyard. Shoreham Road.
Upper Beeding. Steyning.
West Sussex. BN44 3TN.
Bank
CAFBank Lirnited
25 Kings Hill Avenue.
King5 Hill. West Malling.
KenL ME19 4JQ.
Lloyds Bank PIC
10 East Street.
Chichestei.
Westsussex. PO19 1 HJ.

Contents
Statement of trustees, responsibililies
21
Report of the independent auditors
22
Consolidated statement oFfinancial activities
28
Consolidated balance sheet
29
Charity balance sheet
30
Consolidated cash flow statemenl
31
Notes to the Financial statements
32
20

Statement of trustees, responsibilities
For the year ended 31 March 2025
The Trustees. who are also the directors oFAge UKWest Sussex. Brighton and Hove for the
purpose OF company law. are responsible For preparing the Trustees. Report and the accounts in
accordance with applicable law and United Kingdom Accounting Standards (United Kingdom
Generally Accepted Accounting Practice). induding Financial Reporting Standard FRS102 The
Financial Reporting Standard applicable in the UK and Republic of Ireland..
Company law requires the Trustees. to prepare accounts for each FinanciaLyearwhich give a true
and fair view OF the state OF aFFairs of the charitable COTnpany and group and OF the incoming
resources and appLication of ￿sOurceS including the income and expenditu￿. oFthe charitable
company and group for thatyear.
In preparing these accounts. the Trustees are required to:
select suitable accounting policies and then apply them consistenlly:
observe the rnethods and principles in the Charities SORP..
make judgements and estimates that are reasonable and prudent; and
Prepa￿ the accounts on the going concem basis unless it is inappropriate to presume that
the charitable company will continue in operation.
The Trustees are responsible for keeping properaccounting records that disclosewith
reasonable accuracy at any tirne the ftnancial pos(tion oFthe charitable company and group
and enable them to ensure that the accoLbnts comply with Lhe Cornpanies Act 2006. They are
also responsible ForsaFeguarding the assets oFthe charitable company and group and hence For
taking reasonable steps for the p￿VentiOn and detection OF Fraud and other irregularities.
21

Report OF the independent auditors to the members
Opinion
We have audited the Rnancial statements oFAge UKWest Sussex. Brighton and Hove ('the
charitable company.) and its subsidiary ('the group.) For the year ended 31 March 2025 which
comprise the Consolidated Statement OF Financial Activities. the Group Balance Sheet. the
Charity Balance Sheet, the Cash Flowstatement and notes to the Fmancial stalements.
including a summary oFsignificant accounting policies. The Financial reporting framework that
has been applied in their preparation is applicable law and United Kingdom Accounting
Standard5, including F￿anCIal Reporting Standard 102 The Ffftancial Reporting Standard
applicabLe in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting
Practice).
In ouropinion, the FLnancial statements:
give a true and Fairview oFthe state of the group's and the parent charltable compan￿5
afFairs as at 31 March 2025 and oFits incoming resources and application of resources for
the year then ended;
have been properly p￿pared in accordance with United Kingdom Generally AC￿pted
Accounting Practice: and
have been prepared in accordance with the requirements oFthe Companies Act 2006.
Basls For opinion
We conducted our audit in accordance with International Standards on Audiling (UK) (ISAS (UK))
and applicable law. Our responstbilities under those standards are further described in the
Auditorfs responsibilities For the audit OF the financial statements section oFour report. We are
independent ofthe group in accordancewith the ethical ￿qUIreMents that are relevant to our
audit of the Financial statements in the UK, including the FRC'S Ethical Standard, and we have
FulFilled our other ethical responsibilities in accordance with these requirements. We believe
that the audit evidence we have obtained is suFficient and appropriate to provide a basi5 For our
opinion.
Conclusions relating to going concern
In auditing the Financial statements. we have concluded that the trustees, use of the going
concern basis of accounting in the preparation oFthe financial statements i5 appropriate.
Based on the work we have perFormed. we have not identified any rnateriat uncertainties
relating to events or conditions that. individually or collectively. may cast signif￿ant doubt on
the charity's and group's ability to continue as a going concern For a period oFat least twelve
months From when the financial statements are authorised For issue.
Our responsibilities and the responsibilities OF the trustees with respect to going concern are
described in the reLevant sections ofthis report.
22

other Informati(fft
The other inFormation comprises the information included in the annual report other than the
financial statements and our auditor's report thereon. The trustees are responsible For the other
inFormation contained within the annual report. Our opinion on the Fmancial statements does
not cover the other infonnation and, except to the extent otherwise explicitly stated in our
report, we do not express any form of assurance conclusion thereon. Our responsibility is Lo
read the other inforrnation and. in doing so. considerwhether the other inFormation is
materially inconsistent with the financial statements or our knowledge obtained in the course
ofthe audiL or otherwise appears ￿ be materially mi55tated. IFwe identify such material
inconsistencies or apparent material misstatements. we are required to determine whether this
gives rise to a malerial mi5Statement in the financial statements themselves. IF, based on the
work we have performed, we conclude that there is a material misstatement OF this other
information, we are required to report that facL
We have nothing to report in this regard.
23

Opinions on other matters prescribed by the Companies Act 2006
In ouropinion, based on theworkundertaken in the course of the audit:
the information given in the truslee5' report (incorporating the directors. report) for the
financial year For which the Pinancial statements are prepared is consistent with the financial
statements: and the directors. report has been prepared in accordan￿ with applicable legal
requirernents.
Matters on which we are required to report by exception
In the light oFour knowledge and understanding oFthe charitable company and group and its
emiironrnent obtained in the course oFthe audiL we have not identiFied material misslatements
in the directors, reporL
We have nothing to report in respect of the Following matters in relation to which the
Companies Act 2006 requires us to report to you IF. in ouropinion:
adequate accounting records have not been kept, or retums adequate forour audit have
not been received From branches not visited by us,. or
the Financial statements are nol in agreementwith the accounting records and returns: or
• certatn disclosures oFdirectors' remuneration specified by law are not made: or
we have not received all the inForrnation and explanations we require For our audit- or
the trustees were not entitled to prepare the financial statements in accordance with the
srnall companies regime and take advantage oFthe small companies. exemption in
preparing the director's report and take advantage oFthe small companies exemptton from
the requirement to prepare a strategic reporL
Responsibilities of trustees
As explained more Fully in the trustees, responsibilities statemenL the trustees (who are also
the directors of the charitable company ft)r the purposes of company law) are responsible For
the preparation OF the Financial staternents and for being satisfied that they give a true and Fair
view, and For such internal control as the trustees determine is necessary to enable the
preparation of financial statements that are Free from material misstatemenL whether due to
Fraud or error. In preparing the Financial statements. the trustees are responsible for assessing
the charitable cornpany's ability to continue as a going concern, disclosing. as appltcable.
rnatters related to going concem and using the going concern basis oFaccounting unless the
trustees either intend to liquidate the charitable company or to cease operations. or have no
realistic alternative but lo do so.
24

AUdit0￿S responslbllitles for the audit oftheffinancia_fs￿￿ernenTs
Our objectives are to obtain reasonable assuran￿ about whether the ftnancial statements as a
whole are free from material misstatement. whether due to fraud or error. and to issue an
auditor's report that includes our opinion. Reasonable assurance is a high level oFassurance.
but is not a guarantee that an audit conducted in accordance with ISAS (UK) will always detect a
material mi5Staternenl when it exists. Mtsstatements can arise From Fraud or error and are
considered material if. individually or in the aggregate. they could reasonably be expected to
influence the economic decisions of users taken on the basis of these Financial statements.
Irregularities. including fraud. are instances oFnon-compliantr wilh laws and regulations. The
extent to which our procedures are capable oFdetecting irregutarities. including fraud, is
detailed below.
Extent to which the audit wa5 considered capable oFdetecttng irregularities. including
Fraud
The objectives oFour audiL in respect to fraud. are: to identtfy and assess the risks OF rnaterial
misstatement ofthe Pinancial statements due to Fraud: to obtain sufficient appropriate audit
evidence regarding the assessed risks of material misstalement due to fraud. through
designing and implementing appropriate responses: and to respond appropriately to fraud or
suspected Fraud identiFied during the audit. Howerfer. the primary responsibility For the
prevention and detection OF fraud rests with both those charged with governance OF the entily
and its management.
Our approach was as follows:
We identiFied areas OF laws and regulations that could reasonably be expected to have a
malerial efFect on the Fmancial statements From our general commercial and sector
experience. and through discussion with the directors and other management (as required
by audiling standards). and discussed with the directors and other management the
policies and procedures regarding Complian￿ with laws and regulations;
We identiFied the following areas as those most likely to have such an eFFecL" health and
safety.. General Data Protection Regulation (GDPR): Fraud; bribery and corruption and
employment law. Auditing standards limit the requtred audit procedures to identify non-
compliance with these laws and regulations to enquiry ofthe trustees and other
management and inspection oFregulatory and legal Cor￿spondenCe. if any.
We considered the legal and regulatory frameworks directly applicable to the financial
statements reporting Framework {FRS 102 and the Companies Act 2006 and the Charities
Act 2011) and the relevant tax compliance regulations in the UK:
We conSide￿d the nature oFthe group's operations. the control environment and business
performance. including the key drivers for management's remuneration;
25

We communicated identiF￿d laws and regulations throughout ourteam and remained alert
to any indications of non-compliance throughout the audit..
We considered the procedures and controls that the group has established to address
procedures identified. or that otherwise prevent. deter and detect Fraud." and how senior
management monitor5 those procedures and controls.
Based on thi5 understanding we designed ouraudit procedures to identify non-compliancewith
such laws and ￿gulatiOns. Where the riskwas considered to be higher. we perForrned audil
procedures lo address each identified Fraud risk These procedures included: testing manual
journals: reviewing the financial statement disclosures and testing to supporting
documentation: performing analytical procedures; and enquiring oFmanagement, and were
designed to provide reasonable assurance that the financial statements were free from Fraud or
error.
Owing to the Inhe￿nt limitations oFan audit. there is an unavoidable risk thatwe May not have
detected some material misstatements in the Ftnancial statements. even though we have
properly planned and perFormed ouraudit in accordan￿ with auditing standards. For example,
the Further removed non-compliance with laws and regulations {irregularities) is from the
events and transactions ￿flected in the financial staternents. the less likely the inherently
limited procedures required by auditing standards would identify it. The risk is also greater
regarding irregularities occurring due to fraud rather than error. as fraud involves intentional
concealment, Forgery. collusion. omission or misrepresentation. We are not responsible For
preventing non-compliance and cannot be expected to detect non-compliancewith all laws
and regulations.
A Further description of our responsibilities for the audit of the Financial statements is located
on the Financol Reporting Council's website at: Lttps://www.frc.org.uklOur-Work/AuditlAudit-
and-assuran
ds-and-guidance-for-audttors/Auditors-
Tesponsibilities-F
ilities-For-audit.aspx. This
description forms part oFour auditor s reporL
26

This report is made solely to the charitable compan￿5 members, as a body. in accordance with
Chapter 3 oFPart 16 of the Companies Act 2006. Ourauditwork has been undertaken so that
we rnight state to the charitable company's members those matters we are required to state to
them in an auditor's report and For no other purpose. To the Fullesl extent permitted by law. we
do not accept 01 assume responsibility to anyone other than the charitable company and the
chariiable company's members as a body. forour audit worl for this reporL or For the opinions
we have Fonned.
Mark Cumrnins FCCA (Senior Statutory Auditor)
Forand on behalFoFTC Group StatutoryAuditor5
OfFice: Sussex
Dated: l ?rt5
27

Consolidated statement OF Financial activities (including the
income & expenditure account) for the year ended 31 March 2025
Tolal
2025
Total
2024
fun&
funds
fvnds
INCOME FROM:
Donations and legacies
Charitsble activities
Investments
Total income
Notes
77￿50
I89￿3
53fv76
525W6
73.T17
48.763
5.147.866
826,744
4.179.022
19.426
5.025,192
4.520.301
48.763
4￿27.127
77￿50
243.389
EXPENDrruRE ON:
Ralsing funds
Charitable activities
327
4.442.354
4,442,681
4.948,691
214A58
214A58
160,347
160,347
5323,496
5AZS,604
Total expendlture
Net income/{expenditure)
1121.672)
(137.1081
83,042
(175.7381
582511
Impalrment of tanglble fixed
assets
Transfers
li
(161,000)
17
24,116
P4,116)
Net movement In funds
I258￿56)
116L224)
83.042
1336.738)
581511
Reconciliation of fund5
Total funds brought fonvard
2W74,866
673￿67
121.132
2A69,565
2.287.054
Totsl funds carrfed forward
L816.310
512343
204.174
I￿32 827
2,869565
The Consolidated Statement OF Financial Activities includes all gains and losses recognised tn
the year.
The notes on pages 32 to 49 Form part of these Financial staiernents.
28

Consolidated balance sheet as at 31 March 2025
2024
HXED ASSETS
Tangible assets
Intsryble assets
Investments
li
L310yO
29?19
1,324,036
2.883
1,326319
1342.742
CURRENT A55Et5
Stocks
Debtor5
Cash at bank and in hand
3.978
872,949
1,088,155
L963,989
I,25l.f￿6
CURRENT UABILMES
Creditors due wfthin one year
16
(410J811
(421.343)
NEf CURREKfASSET5
I.￿.035
L542,646
TOTAL NEfASSETS
2￿2￿7
2,869,565
GROUP FUNDS
Restricted fund5
Unrestricted DeS￿nated funds
unrestrIrt￿ General funds
17
204174
512343
16?10
121,132
673.567
2,074,866
2,869,565
The financial skatements were approved and authorised by the Board ofTrustees and signed on
their behalf by.
Mohammed
CompanyNumber-04146487
The notes on pages 32 to 49 Form part oFthese financial statements
21J

Charity balance sheet as at 31 March 2025
2024
Notes
XED ASS￿5
Tangible assets
Intan￿ble asses
Investments
310
1.324,036
29?19
1341743
L326,920
CURRENT ASSETS
Stocks
Debtors
Cash at bank and in hand
348fv17
43A90
I￿95￿5
874,857
1.078.05J
1,955,793
Creditor5 due within one year
16
1410AIS)
1417,761)
NET CURRENT ASSErs
4L85N71
1,538,032
TOTAL NEf ASSETS
ZS28214
2,864,952
CHAR￿ FUNDS
Restricted funds
Unrestricted Desi8nated fvnds
Unrestrirted General fun(ts
17
204J74
511343
121,132
673.567
2.070253
2,864,952
214
The financial statements were approved and authorised by the Board of Trustees and signed on
their behalFb￿.
Alt Mohammed
CompanyNumber-04146487
The notes on pages 32 to 49 form part of these financial statemenfs

Consolidated cash flow for the year ended 31 March 2025
2024
Cash flows from operatlng acti￿￿e9
Net cash used in operating actlvttles
19
376.639
407,7
Cash flows Irom Investlng actm
DNidends, interest and rents from investments
Purchase of tanglble fixed assets
Purchase of intan8lble flxed a55ets
48,763
12>2￿52)
(29319)
(ZU,108)
19,426
{25,143}
li
12
Net tash used In Invesilng actlvl¢ks
(5.717)
Change In tash and cash ewtwdlents In the
I63￿31
401,983
Cash and cash equivalents at the beElnnin8 of the year
Cash and osh equiwdlentsat the end (rfthe year
1.088.155
686,In
12SI.686
1.088.155
The noles on pages 32 to 49 Form pait oFthese Fmancial statements
31

Notes to the Flnancial statements for the year ended 31 March
2025
1 sfATUTORY INFORMATION
Age UKWest Sussex, Brighton and Hove is a company limited by guarantee. The members OF the
company are the Trustees named on the legal and admin infonnation page. In the event oFthe
charity being wound up. the liability in respect of the guarantee is limited.
2 ACCOUNTING POLICIES
Basls OF preparation oFfmancial statements
The Financial statements have been prepared in accordance with Charities SORP {FR5102)-
Accounting and Reporting by Charities: Statement OF Recomrnended Practice applicable to
charities preparing their accounts in accordan￿ with Financial ￿porting Standard applicable in
the UK {FRS 102) (efFecLive 1 January 2019). the Financial Reporting Standard applicable in the
UK (FRS 102) and the Companies Act 2006.
The I￿ancIal statements are prepared in sterling. which is the Functional currency oFthe
charity. Monetary amounts in these financial statements are rounded to the nearest pound.
Age UKWest Sussex. Brighton and Hove meets the de￿nition oFa public beneFit entity under
FRS 102. Assets and Liabilities are initially recognised at historical cost or transaction ￿alue
unless olherwise stated in the relevant accounling policy.
The Consolidated Stalernent of Financial Activities (SOFA) and Consolidated Balance Sheet
consolidate the Financial statements oFthe Charityand its subsidiary undertaking. The results
OF the subsidiary are consolidated on a line by line basis.
The Charity has taken advantage oFthe exemption allowed under section 408 OF the Companies
Act 2006 and has not presented its own Statement of Financial ActLVlties in these Financial
statements.
2.2 Going con￿rn
At the time oFapproving the financial statemen& the trustees have a reasonable expectation
that the Charity has adequate resources to continue in operational existence for the
foreseeable Future. In arriving at this conclusion, the trustees have taken into account the
ongoing econornic uncertainty on its activities and finance& Thus the trustee5 continue to
adopt ihe going concern basis in preparing the f￿anCial statements.
2.3 Income
All income is recognised On￿ the Charity has entitlement to the income. it is probable that the
income will be received and the amount of income ￿CeIVable can be measured reliably.
32

2.3 Income (continued)
The recognition oFincome From legacies is dependent on establishing entitlement. the
probability OF receipt and the ability to estimate with sufftcient accuracy the amount receivable.
Eviden￿ oFentitlement to a legacy exists when the Charity has suFficient evidence that a gift
has been left to them (through knowledge oFthe existence oFavalid will and the death OF the
benefactor) and the executor is satisfied that the property in question will not be required to
satisfy claim5 in the estate. Receipt oFa legacy must be recognised when it is probable thal it
will be received and the Fairvalue of the amount receivable. which will generally be the
expected cash arnount to be distributed to the Charity, can be reliably measured.
Grants are included in the consolidated statement oFfinancial activities on an accruals basis.
The balance OF income received for speciFic purposes but not expended during the period is
shown in Ihe relevant Funds on the Balance Sheet. Where income is re￿iVed in advance OF
entitlement oFreceipt. its recognition is deferred and included in creditors as deFerred income.
Where enlitlemenl occuts before income is received. the income is accrued.
Gifts in kind donated for distribution are included at valuatton and recognised as income where
they ale distributed to the projects. Gifts donated for resale are included as income when they
are sold.
Incorne tax recoverable in relation to donalions received under Gift Aid or deeds oFcovenant is
recognised at the time oFthe donation. Income tax ￿coverable in relation to investment
income is recognised at the time the investment income ts receivable.
Other income is recognised in the period which it is receivable and to the extent the goods have
been provided or on completion OF the service.
2.4 Expenditure
Expenditure is recognised once there is a legal or constructive obligation to transFer economic
benefit to a third party. it is probably that a transFer OF economic beneFIts will be ￿qUired in
settlement and the amount of the obligation can be rneasured reliably. Expenditure 15 classiFied
by activity. The costs oFeach actLVity are made up of the total oFdirect costs and shared costs.
including support costs involved in undertaking each activity. Direct costs attributable to a
single activity are allocated directly to that activity- Shared costs which contribute to more than
one activity and support Costs which are not attributable to a single activity are apportioned
between those activities on a basis consistent with the use of resources. Central staff costs are
allocated on the basis oFtime spend. and depreciation charges allocated on the portion OF
asset's use.
Expenditure on raising funds includes all expenditure incurred by the Group to raise Funds For
its charitable purposes and included costs oFall Fundraising activities events and non-
charitable trading.
33

2.4 Expenditure (continued)
Expenditure on charitable activities is incurred on directly undertaking the activitie5 which
Further the Group's objectives. as well as any associated support costs.
Grants payable are charged in theyearwhen the offer is made except in those cases where the
oFFer is condilionaL such grants being recognised as expenditure when the conditions attaching
are FulFilled. Grants oFFered subject to conditionswhich have not been rnet at the year end are
noted as a comrnitmenL but not accrued as expenditu￿.
All expenditure 15 inclusive OF irrecoverableVAT.
2.5 Government grants
Government grants relating to tangible assets are treated as deferred income and released to
the consolidated Statement oFFinancial Activities over the expected useful lives of the assets
concerned. Other grants are credited to the consolidated Statement of F￿anCIal Activities as
the related expenditure is incurred.
2.6 Interest receivable
Interest on Funds held on deposit is included when receivable and the amount can be Tneasured
reliably by the Group." this is normally upon notiPication of the interest paid or payable by the
institution with whom the Funds are deposited.
2.7 Tangible fixed assets and depreciation
Tangible ff￿ed assets costing £500 or rnore are capitalised and recognised when Future
economic benefits are probable and the cost orvalue oFthe asset can be measured reliably.
Tangible ff￿ed assets are initially recognised at cost. AFter recognition, under the cost modeL
tangible fixed assets are measured at cost less accumulated depreciation and any accumulated
impairment losses. All costs incurred to bring a tangible asset into its intended working
condition should be included in the measurement of cosL
At each reporting date the Charity assesses whether there is any indication of impairmenL If
such indication exists. the recoverable amount ofthe asset is delermined io be the higher oFits
Fair value less costs to sell and its value in use. An impairment loss is recognised where the
carrying arnount exceed5 the ￿cOVerable amounL
34

2.7 Tangible P￿ed assets and depreciation (continued)
Depreciation is charged so as to allocate the cost oFtangible Ftxed assets less their residual
value over their estimated useful lives. using the straight~line rnethod.
Depreciation is provided on the Following basis:
Freehold property
OFFice equipment
Brtghton Hub furniture
Laburnum reFurbishment
IntangibLe asset (Membership platform)
2% Straight line
25% Straight line
Over 7 years
Over l O years
5 years
2.8 Investments
Flxed asset investments are a Form oFfinancial instrument and a￿ initially recognised at their
transaction cost and subsequently measured at FaIr￿alUe at the BaLance Sheet date. unless the
value cannot be measured reliably in which case it is rneasu￿d at cost less irnpairmenL
Investment gains and losses. whether ￿alISed or unrealised. are combined and presented as
'Gains/{Losses) on investments. in the consolidated Statement OF Fmancial Activities.
Investments in subsidiaries are valued at cost less provision For impairment.
2.9 Stocks
Stocks are valued al the lower oFcost and net realisable value aFter making due allowance for
obsolete and slow- moving stocks. Cost included all direct costs and an appropriate proportion
OF P￿ed and variable overheads.
2.10 Debtors
Trade and other debtors are recognised at the settlement amount aFter any trade discount
oFfered. Prepayments are valued at the amount prepaid net of any trade discounts due.
2.11 Cash at bank and in hand
Cash at bank and in hand include cash and short-term highly liquid investments with a short
maturityoFthree months or less from Lhe date ofacquisition oropening of the deposit or
sirnilar account.
2.12 Liabilities and provisions
Liabilities are recognised when there is an obligation at the Balance Sheet date as a result oFa
past event, it is probable that a transFeroFeconornic beneftt will be required in settlemenL and
the amount OF the settlement can be estimated reliably.
Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debi
or the amount it has received as advanced payments for the goods or services it must provide.
35

2.12 Liabilities and provislons (continued)
Provisions are measured at the best estimate of the amounts required to settle the obLigation.
Where the efFect oFthe time value of money is materiaL the provision is based on the present
value oFth05e amounts. discounted at the pre-tax discount rate that ￿ Aects the risk5 speciFIc
to the liability. The unwinding oFthe discount is ￿CogniSed in the Consolidated Statement OF
Financial Activities as a finance cosL
2.13 Financial instruments
The Group only has financial assets and Financial liabilities oFa kind that qualify as basic
F￿ancial instruments. Basic Financial instruments are initially recognised at transaction value
and subsequently measured at their settlementvalue with the exception OF bank loans which
are subsequently measured at amortised c05t using the eFFective interest method.
2.14 Operating leases
Rentals paid under operating leases are charged to the Consolidated Statement of Financial
Activities on a straight line basis over the lease terrn.
2.15 Pensions
The Group operates a defined contribution pension scheme and the pension charge represents
the amounts payable by the Group to the fund in respectof theyear.
The Group also operates a deffined beneFits pension scheme and the pension charge is based on
a Full actuarial valuation dated 31 March 2025.
2.16 Fund accounting
General funds are unrestricted Funds which are available For use at the dIsC￿li0n OF the
Trustees in Furtherance OF the general objectives of the Group and which have not been
designated For other purposes.
Designated Funds comprise unrestricted Funds that have been set aside by the Trustees For
particular purposes. The aim and use oFeach designated fund is set out in the notes to the
financial 5taternents.
Restricted Funds are Funds which are to be used in accordance with specific restrictions imposed
by donors orwhich have been raised by the Group for particular purposes. The costs OF raising
and adrninistering such Funds are charged against such Funds are charged against the speciFIc
fund. The aim and use oFeach restricted Fund is set in the notes to the Financial statemenis.
36

3 INCOME FROM DONATIONS AND LEGACIES
Unrestrlcled
funds
2025
Restrfcted
funds
2025
Total funds
Total
funds
2024
fund5
2025
2025
General donations
Fundraislng
Legaaes
Grants
Other income
34961
24,170
179.308
14.660
393
15.650
37A54
59￿20
256.658
188.530
23,665
98,173
554,701
145,964
4,241
826,744
77.350
173
258,063
273,479
I89￿15
525,326
826,744
Total 2024
450,0(M)
4 INCOME FROM CHARITABLE AcnviTIES
Unrestrlcted
fvnds
2025
Dewated Restrfcted fttnds
lunds
2025
Total
funds
2025
Total
funds
2024
2025
Charitable activities
4￿20.501
4,520,301
4.LM)9,446
$3A76
53.476
169576
4￿73 777
4,573,777
4.179.022
4,179,022
4,179,022
Total 2024
5 INVESTMENT INCOME
Unrestrirted Designated funds
funds
2025
Restrkted fund$
Total
funds
2025
Total
funds
2024
2025
2025
Interest reoived
48.763
48.763
19,426
37

6 EXPENDITURE
Staff
Costs Depredatlon
2025
2025
Other
Total
funds
2025
Total
funds
2024
2025
Raisingfunds
Charitable actlvitles
Totsl expenditure
327
4,442,354
4,442,681
3,265,105
3,265.105
85,048 L973,343
1.973A51
5.323A96
5,323,604
Dirert
artivities
20
Support
Totsl
funds
2025
Total
funds
2024
2025
Direct costs of tharitable activities- see note 7
S248￿31
5.248.631
4,401.467
74.865
74￿65
40.888
5,323.496
5,323N96
4,442,355
4,442354
4,442,354
Total 2024
7 EXPENDITURE ON CHARITABLE AcrivmES
Dirert
artivities
202S
Direct
activities
2024
Staff costs
Actlvlty centre catering and other costs
Travel costs and mileage
Agency and consultancy
Other costs
Conference5 and meetings
Offiee and computer costs
Activity centre overheads
Payments to partners
Depreciatlon
3265.105
246,845
86,645
69.571
70￿22
6.813
9,753
474.111
933,918
2.956,647
228,721
77,986
84,126
57,576
4,808
60,675
427,962
423.384
79,582
4.401.467
S.248.631
The impairrnent loss relates to the revaluation that was applied to the Charities property whÉch
has been sold post year-end and therefore the accounts reFlect the properties true value.
Support
Support
Costs
2024
2025
Support o)sts Inclu(llng Governance costs
Staff welfare costs
Professional fees
4￿73
69.892
74,865
4,463
36,425
40,888
3e

8 AUDITOR'S REMUNERATION
Total
2025
Total
2024
Fees payable to the Charivs current auditor for the audit
11,550
10,525
9 sfAFF COSTS
Group and
Charity
2025
Group arbd
Charity
2024
Wages and salaries
Social securlty costs
Contribution to defined ccffitribution pension
schemes
Contrlbution to defined benefrt pensif
scheme5
2￿30,355
218,742
2,658,063
193,708
104,608
93,476
11.4(M)
11.400
3265,105
2,956,647
The average number OF persons employed by the Charity during the yearwas as follow5:
Group and
Charity
2025
Group and
Charity
2024
Activity centres and clubs
ot￿￿r projerts
Administration
52
91
15
158
18
162
The number of employees. whole benefits (excluding employer pension costs) exceeded
£60.OOOwas:
GTOUP
2025
Group
2024
In the barKI £60,000-£69299
In the band £80,001- £90,OIJO
In the band £90,o0￿£99P99
Key management personnel comprises of the CEO and Deputy CEO. The aggregate
remuneration oFkey management personnelwas £182574 (2024: £163,739).
Total ￿dundancY and settlement agreements and associated pay in the yearwas £29.288
{2024: £3.297).
39

101RuSTEEYREMUNER￿nON ANDWE
During the year. no Trustees received any remuneration or other beneFits (2024: £Nil).
During the year. expertse5 totalling £267 were ￿1MbUr5ed or paid directly to Trustees (2024-
£NiU.
11 TANGIBLE FIXED ASSErs
Group and Charity
Freehold
Office
property
equipment
Total
Cost or valuation
At l April 2024
Impairment loss
Additions
1.308.928
(161.000)
445.618
1.754.546
1161,OLN))
232,552
1.212
1.824,886
232.552
(1212}
676.958
Disposals
At 31 March 2025
1.147,928
Depreciation
At l April 2024
CharEe fortheyear
Disposals
At 31 March 2025
79.042
26.595
351,468
58,453
11,212)
408.709
430,510
85.1)48
(1,212)
514.346
los￿7
Net bookvalue
At 31 March 2025
1.042291
268.249
1310.540
At 31 March 2024
1.229,886
94,150
1.324,036
Land and buildingswith a carrying value of £1.035m (post impairrnent) were sold postyear-end
on the 25 July 2025. The impairment loss above reflects the diFFerence between the net book
value and the selling price OF the properties.
40

12 INTANGIBLE ASSErs
Group and Charity
Total
Cost or valuation
Additions
29.319
29.319
29.319
29,319
At 31 Marth 2025
Amortlsation
At 31 March 2025
Net book value
At 31 Ilar¢h 2025
29.319
29.319
At 31 Maich 2024
13 FIXED ASSET INVESTMENTS
Group
Usted
Investments
Total
Cost or valuation
At l April 2024
At 31 March 2025
2.883
1883
Net book value
At 31 Mar¢h 2025
83
At 31 March 2024
2,883
2,883
Char
Investments
Listed
In subsldlary
Imiestments
Total
C05t or valuailon
At l Aprll 2024
At 31 March 2025
2,883
883
2￿84
2A84
Net book valve
At 31 March 2025
Z.884
At 31 March 2024
2,883
41

1SRXEITASSEfiNVEsfMENTS (CONTINUED)
Principal subsidiaries
The following was a subsidiary undertaking of the Charity.
Name
Company number Registered office or
Principal
Age UKWestSussex 03618876
principal place OF business activity
Enterprises Limited
Ground Floor. 95 Queens
Don￿ant- no
Road, Brighton. Easl Sussex. trade in the year
BN13XE
Class oFshares
Ordinary
Holding
100%
Included in consolidation
Yes
14 STOCKS
Group
2025
Charity
2025
2024
2024
Finished ets)ds and £ocrtJs for resale
3.978
3.978
3?78
2,885
2,885
3.978
2,885
15 DEBTORS
Group
Charjty
2025
2024
2024
Due within one year
Trade debtors
154,147
187.TJl
2.924
335,692
537.257
157,76Z
187.731
2,924
348.417
335,692
539.165
Prepayments and accrued income
Other debtors
344002
872,949
874,857
16 CREDITORS: AMOUNTS FALLING DUEWITHIN ONEYEAR
Group
Charity
2025
2024
2024
Trade creditors
135,614
90.813
22
121,942
69,730
17339
212332
135.614
90,783
480
121,942
69,760
13,724
212.334
417,760
Other taxation and social security
Other credftors
Accrua15 and deferred income
161A74
161,538
410381
421,343
410A15
42

17 STATEMENT OFFUNDS-CONSOLIDATED
Expenditure
and
Inc￿ impalrnients
At IAprfl
2024
At 31 Marth
2025
Transfers
Unrestrirted general funds
General funds
Reserves
70353
4,613
2074.866
4,827.127 {5.109,7991
24,116
I￿11.697
4,613
I￿15￿10
4,827.127 (5.109.799)
24,116
UnrÈstrlrted designated I￿￿1$
Ourcustomers
Our SeNice5
Our People
Our Operations
Our Organi5ation
507,$02
77.350
154.206)
{982691
432377
54,000
47.150
30,IJ)O
34.915
673.567
{37.231}
(9,919)
{4.035)
88,106
124,116)
25,966
123,021J
1214.458}
77.350
512343
Restrirted furKIs
Welfare donations
Cake and Connect
B&H dementia services
Dementia Sunshine Seniors
Activity Money
Chrfsvs H05Pltal fund
Community Nelghbours
Household 5UPPOrt fund
Peter Harrison Foundation
Laburnam Centre refit
Maidenbower
ScrewFix Fund
Sport5 England
Hyde Evofve Grant
Mernory Cafe
Discharge Project
Chichester Routledge
Foundation
Brighton Bullet Group
National Lottery
Community Fund
7,782
2.308
34,395
(15161
1999}
134,2391
(1.955)
(Iwo)
(8386)
(9,980)
(8.750)
118,185)
12731
(s.0001
{65241
(3,374)
11711
(1500)
(5.OfJ))
6366
1,609
41,738
300
41582
4.091
2,136
7,841
1,719
5.496
8,750
40,130
273
(iuj)
6,667
7.584
6,741
3,100
112.348
134293
3.347
3,177
9,443
1.743
6￿69
I￿72
650
650
53,495
153,495)
1160347)
121,132
243A89
204.174
Total funds
69￿65
S.147￿66 (5,484,604>
2,532027
43

Designated funds
Our designated Funds are funds requI￿d ft)r our fvtU￿ investment and link directly to our 5 year
Strategic Plan. We operate the Following Funds:
Our Customers: To develop and maintain a broad and deep understanding of our customers,
developing clear and informed insights into their needs, expectations and aspirations.
Our Services: Join up our services to Facilitate positive customerjourneys and care pathways
that enable our custorners to successFuLly achieve the positive outcomes theywish.
Our People: To create a diverse. inclusive and enabltng culture where stafF. volunteers and
truslees feelwelcomed. valued and can thrive.
Our Operations.. To pui localworkat the heart oFour business. developing and participaling in
local networks. tearns and services. tailored to the needs and resources within distinct localilies.
Our Organisation: To develop and promote our proFile. reputation and brand a5 one
organisation. with a single mission and vision
Restricted funds
Our Welfare donations and Christ's Hospital projects are hardship funds which older people
can access to help with among other things payment of their bills, purchase of white good5 or
Food vouchers.
Our Laburnurn Centre in BognorRegis has had a refit including the incluston of changing
rooms For the gym facilitywhich has been Funded bythe GarPieldWeston Foundation. The fijnds
have all been spent but as this is capital expenditu￿ the funds will be released over 10 years Lo
cover depreciation costs year on year.
OurDementia clubswhich provided support to carers and the cared for. ofFering a range OF
stimulating activities For those with dementia were partly Funded From the ft)Ilowing Funds West
Sussex county council- Short break contracl Francine Trust Ltd. Albert Gubey and
Brighton District Nursing association.
Cake and Connect is a grant to support cake and connect groups in the Chichester are
Community Neighbours is granl Funding Frorn Primary Health Properties {PHP). a Registered
Social Landlord. which helped us support local older people in Brighton & Hove.
Dementia Sunshine Seniors activity money- this is ringfenced money Frotn the WSCC Carers
Short Break grant to benefit the participants oFSunshine Seniors.
Maidenbower is a fundraising donation speciFied For this group in the Crawley area.
44

17 sfATEMENT OF FUNDS- CONSOLIDATED (CONTINUED)
Peter Harrison Foundation is a grant to support salaries to carry out personal assessments in
the gym.
screwr￿ fund is a grant to support the rePit oFthe staff kitchen at the Laburnum Centre
completed Surnmer2024.
Sports England is a lottery money grant for the gym.
Household Support Fund grant fvom Brighton & Hove City Council to provide Food vouchers ft)r
older people in need in Brighton & Hove.
The Hyde Evolve Grant is Funding For Chichester Connect Groups.
Memory Café is a group oFdonations to help run Memory caFé clubs fora month.
The Discharye Project is funding From Age UK NationaL to carryout assessment and questions
to clients to feed back to nationaL
The Brighton Bullet Group grant is a donation From the PaleyTrust Forsilver bullet group in
BrighLon.
Chichester Routledge Foundation Funded towards salaries in the Chichester District.
National Lottery Community Fund is a grant awarded For the"Get Connected- project over a 3
year period.
18 ANALYSIS OF NEf ASSETS BETWEEN FUNDS- CONSOLIDATED
Analysbs of net assets between funds- current perrod
Unrestricted
fvnds
Des*nated Restritted
fuftds
funds
2025
2025
Total funds
2025
Tanglble fixed assets
Intanglble r￿ed assets
Flxed asset investments
Current asset5
Creditors due within one year
1,310,540
29,319
29,319
2￿83
883.949
(410.381)
512343
204.174
1,600.466
(410.381)
2.532.827
512343
204,174
Analys￿ of net assets between fund5- prior period consolidated
Unrestricted
funds
2024
Designated
funds
2024
Restrirted
fund5
2024
Total funds
2024
Tangible frxed assets
Fixed asset investments
Current assets
Creditors due within one year
1.324.036
2,883
1.169.290
421.343
2,074,866
1.324,036
2.883
1,963.989
421,343
2.869,565
673567
121,132
673,567
121.132
45

19 RECONCIUATION OF NEf MOVEMENT1N FUNDS TQNETtASH FLOwFRo￿PERAT1K&.
AcfiviTIES
Gr•xp
2025
Group
2024
Net Income/expenditure for the period {a5 per SOFA)
(336.738)
582,511
Adjustments for.
Depreciation charges
85W8
83,618
Profit5111055e5) on disposal of fixed assets
UnrealisÈd (galns) / losses on tangible fixed a55ets
152
161
Dlvldends, interest and rents
(48.763)
(19,426)
{Increasel / decrease in stocks
(1.093)
1,764
(Increase) / decrease in debtors
Increase / {decrease) in credstor5
528.147
(277,239)
(10.962)
36,320
Net cash provided by operatln8 actfvftles
376.639
407.700
20 ANALYSIS OFCASH AND CASH EQUIVALENTS
Group
2025
Group
2024
Cash in hand
1251
1.088.155
Total cash and cash equivalents
1251.686
1,088,155
21 ANALYS15 OFCHANGES IN NEfDEBT
At l Aprfl
2024
At31
March 2025
Cash at bank and In hand
1.088.155
IW88,155
163,531
163531
1251.686
1251,686
22 CONTROLLING PAi¥rY
The charitable cornpany is controlLed by the Board of Trustees. who are al50 directors under
company law.

23 OPERATING LEASE COMMITMENTS
At the reporting end date the charity had outstanding commitments For future minimum
lease payments under non-cancelLable operating leases, which Fall due as Follows:
2025
2024
Within one year
Between two and five yea
Over fwe years
62.610
211.111
8.410
23,228
72,793
104.432
340.711
24 PENSION COMMITMEfr¥rs
The group operates a deFined contribution pension scheme.The assets oFthe scherne are held
separately from those of the group in an independently administered Fund.
The pension cost charge represents contributions payable by the group to the fund and
amounted to £104.608 (2024- £93.476). Contributions arnounling to £Nil (2024 - £Nil) were
payable to the Fund at the balance sheet date and are included in creditors.
The group also operates a defined beneFIt pension scheme. The disclosures below are provided
in respect oFthe Age Concern Section oFthe Age UK Retirement Benefits Scheme (the
'Scheme').
The level ofbenefits provided by the Scheme depends on a memberfs length oFservice and their
salary al their date ofleaving the Scheme. This seclion OF the Scheme closed to Future
employees on 30 November 2008.
A full actuarialvaluation of the Scheme was carried out as at 31 March 2019 and the results of
this valuation have been updated to 31 March 2025 by a qualiPied independent actuary.
The p￿SentVa1ue oFthe defined benefit obligation was rneasu￿d using the Projected Unit
Method.
47

4 PENSION COMMITMEKfs(CONTINUED)
Principal actuarial assumptions at the Balan￿ sheet date (expressed as weighted average5):
2025
2024
Dlscount rate for scheme liabilities
Experted rate of salary increases
RPI inflation assumption
CPI inflation assumption
4.90
NIA
3.20
NIA
3.10
2.40
2025
Years
21.7
2024
Years
21.7
23.6
Mortality rates {In years)
For a male aged 65 now
At 65 for a male aged 45 now
For a female aged 65 now
At 65 for a female a8ed 45 now
23,0
The Group's share oFthe assets in the Scherne was:
21YL5
2024
£￿00
51
18
Equities
Diversified growth fund
Property
Cash and other liquid assets
Matching a5set51bonds
49
47
20
12
236
226
338
354
The current service cost in the year £nil (2024 - £11.400).
ZOZ5
2024
£￿00
354
1335)
19
Fair value of plan assets
Present value of funded liabilities
{293)
Surplu51 (deficit>
Deficits only recognised in the SOFA
As the pension scheme is in surplus. no provision is recorded in the Financial statements.
48

25 SUBSEQUENT EVENTS
The Charity's properties oF29-31 Prestonville Road and 3 Howard Terrance have been sold on
25 July 2025 at a value oF£1.035.000. These financial staternents recognise an impairment to
the property of £161,000 to bring the net bookvalue as at 31 March 2025 in line with the
realised value.
49