# Charity no. 1090445.  Company no. 04292896 Charity no. 1090445, Company no. 04292896 



> Our Chair and Deputy Chair of Trustees Qur Chair and Deputy Chair of Trustees 



## 

|Introduction<br>Introduction|4<br>4|
|---|---|
|Our year in numbers<br>Ouryear in numbers|8<br>&|
|Our strategic outcomes<br>Our strategicoutcomes|10<br>10|
|Campaigning<br>Campaigning|12<br>12|
|Our services<br>Our services|14<br>14|
|Our volunteers<br>Ourvolunteers|18<br>18|
|Fundraising<br>Fundraising|20<br>20|
|Corporate governance<br>Corporategovernance|24<br>24|
|Trustees and Principal Officers<br>TrusteesandPrincipal Officers|27<br>27|
|Financial summary<br>Financialsummary|28<br>2%|
|Auditors report<br>Auditorsreport|32<br>32|
|Financial statements<br>Financialstaternents|38<br>38|
|Our offices<br>Our offices|55<br>55|



Age Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 UK Shropshire Telford & Wrekin | year ended 31 March 2025 



## 

of over £5m in benefits income for older people this year. 

Age Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 UK Shropshire Telford & Wrekin | year ended 31 March 2025 



every one of you for your help. every one of you for your help. 

- ever ever increasing needs. increasing needs. 

older people. older people. 

- and ever and ever increasing costs.  We have increasing costs. We have worked worked hard to bring our expenditure hard to bring our expenditure back into balance and were anticipating back into balance and were - a break d break even year.  However, the even year. However,the 

our work with older people. our work with older people. 

year. 

contribution to the organisation. contribution to the organisation. 

Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 



for us! for us! 

our Equality & Diversity group. our Equality & Diversity group. 

all his support over the years. all his support over the years. 

Gurbax (Julie) Kaur and Sue Robson, Gurbax (Julie} Kaur and Sue Robson, Chair and Deputy Chair of Trustees Chair and Deputy Chair of Trustees & & Heather Osborne, Chief Executive Heather Osborne, Chief Executive 

AgeUk Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 Shropshire Telford & Wrekin | year ended 31 March 2025 




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Our day centre members benefitted from Qur day centre members benefitted from Christmas gifts as part of  a partnership with Dunelm Christmas gifts as part of a partnership with Dunelm 

31 



at our 

**117** people people supported to supportedto 

hours of hours of support support provided by provided by 

Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 



of Attorney of Attorney 

benefits raised benefits raised for local older for or older people people **115** people called by people called by our telephone buddies our telephone buddies every week every week 

**409** , pieces of equipment ofequioment 

Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 



## **Our strategic outcomes** 

the the issues that affect them. issues that affect them. 

## loneliness to older people by: loneliness to older people by: 

- Developing and supporting Developing and supporting 

## optimise their independence by: optimise their independence by: 

   - Providing a practical Help at Home Providing a practical Help at Home 

   - Developing our service to provide Developing our service to provide 

- Maintaining our friendship Maintaining our friendship support services and actively support services and seeking ways to broaden our seeking ways to broaden reach, especially to minority reach, especially to minority groups; groups; 

- Encouraging people to volunteer Encouraging people to volunteer and discover its benefits; and and discover its benefits; and 

- Working Working closely with other local closely with other local organisations, businesses and organisations, businesses and partners. partners. 

- Continuing to provide supported Continuing to provide supported signposting within the health signposting within the health service; service; 

- Delivering a Digital Inclusion Delivering a Digital Inclusion service to assist older people with service to assist older people technology; technology; and and 

- Increasing our wellbeing pursuits Increasing our wellbeing pursuits 

active. 

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are heard by: are heard by: 

they need by: 

- Providing a free, accessible Providing a free, accessible 

- Actively seeking and listening to the the views of older people about views of older people about the the services they access to shape services they access to shape future provision; future provision; 

- Campaigning and influencing Campaigning and influencing 

carers; 

- Offering independent and Offering independent and trustworthy trustworthy advocacy support to advocacy support to enable older people to make enable older people to make decisions which affect their lives; decisions which affect their lives; 

- ’ 

- • Maximising older people Maximising older people’s s income income through through benefits advice; benefits advice; 

- Working Working with older people in rural with older people in rural 

- Challenging service decisions that Challenging service decisions that negatively affect our beneficiaries; negatively affect our beneficiaries; and and 

- Continuing to generate income Continuing to generate income through through fundraising, donations fundraising, donations and sponsorship to support the and sponsorship to support the free services we offer. free services we offer. 

- Broadening our outreach work Broadening our outreach work and engagement with older and engagement with older people; people; 

- Participating within the Age UK Participating within the Age UK family to create a stronger voice family to create a stronger voice and learn from other Age UKs and learn from other Age UKs across the country; across the country; 

- • Being as inclusive as possible in all Being as inclusive as possible in all we we do; and do; and 

- Working Working closely with our partners, closely with our partners, businesses, local authorities and businesses, local authorities and the the health service. health service. 

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## **Campaigning** 

## **‘You have helped me to continue to live in my own home.’** 

things things which impact on older people which impact on older people's ’s lives. lives. 

entitled to. entitled to. 

- app and Telford & Wrekin Council to launch 6 app and Telford & Wrekin Council to launch 6 week week workshops workshops across areas of Telford to support people across areas of Telford to support people to to use online services. use online services. 

Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 



## 

activities we undertook: 

their families and carers. 

through through our networks. our networks. 

> Rainbow Seniors social group. Rainbow Seniors social group. 

Winter Winter Fuel Payment. Fuel Payment. 

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## **Our services** 

**‘Everything that I could have wanted: clear guidance, support and empathy.’** Client feedback Client feedback 

difficult times. difficult times. 

- previous records, acquiring over £5million in age previous records, acquiring over £5million in age related benefits for older people, the first time we related benefits for older people, the first time we have ever reached this landmark figure.  Through the have ever reached this landmark figure. Through the hard work of our team of staff and volunteers we hard work of our team of staff and volunteers we stepped up and helped record numbers of older stepped up and helped record numbers of older people get the additional income they are entitled to. people get the additional income they are entitled to. 

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## 

increased by another 20%, largely through word increased by another 20%, largely through word -of of - mouth. mouth. There were other noteworthy highlights during the There were other noteworthy highlights during the yearthat year that demonstrate both the scale and breadth of demonstrate both the scale and breadth services our staff and volunteers deliver. 

new volunteers. 

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## **Our services** 

carers. carers. 

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> We worked with Bytesnap Design to produce We worked with Bytesnap Design to produce a film spotlighting the careers of veteran engineers ad film spotlighting the careers of veteran engineers 



## **Our volunteers** 

**‘I am now 90 years old; it means a lot to me to know that you are there for people like me.’** Client feedback Client feedback 

with the benefits to which they are entitled. 

problems. problems. 

Shropshire and Telford & Wrekin. Shropshire and Telford & Wrekin. 

Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 



## 

- never get back to the levels we enjoyed pre never get back to the levels we enjoyed pre 

improve. improve. 

everything you do. everything you do. 

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## **Fundraising** 

**65%** increase in income increase in income from regular donors from regular donors 

**462** one off received 

standards of fundraising. standards of fundraising. 

We We ensure that we collect all necessary consents for ensure that we collect all necessary consents for 

**£92,000** ; 

We We review this policy and the guidance regularly. review this policy and the guidance regularly. 

- This year we introduced a one This year we introduced a one year year income income generation plan focused on donor stewardship and generation plan focused on donor stewardship and legacy giving while we developed a new Income legacy giving while we developed anew Income - Generation and Marketing strategy for 2025 Generation and Marketing strategy for 2025 2027. 2027. This was reviewed and overseen by our Income & This was reviewed and overseen by our Income & Communications Committee.  We have not used any Communications Committee. We have not used external fundraising organisations in this year other external fundraising organisations in this year other than than our North Shropshire Supporters group who our North Shropshire Supporters group who have continued to do an incredible job at fundraising have continued to do an incrediblejob at fundraising in North Shropshire. in North Shropshire. 

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## 

the the Shrewsbury 10k. Shrewsbury 10k. We worked with engineering toproduce a mini documentary which featured on their website the company even started a popularity with their audience. popularity with their audience. 

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## **Fundraising** 

completing a 24 completing a 24 -hour tennis marathon hour tennis marathon during the summer, so a big thank you during the summer, so a big thank you to to all the club members for their all the club members for their support. support. 

> and the Telford Smile Project. and the Telford Smile Project. 

people. people. 

charity. charity. 

their their support with regular donations. support with regular donations. 

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> Our Shropshire Senior Rainbow Friends group Qur Shropshire Senior Rainbow Friends group 

> made a strong showing at Shrewsbury  Pride made a strong showing at Shrewsbury Pride 



## **Corporate governance** 

country. country. Amarjit Bansi, David became full trustees November, and our stood down atthe Chair. Our trustee norninated to become voted in at the AGM. 

remain focussed on its stated purpose. remain focussed on its stated purpose. 

or our objectives. or our objectives. 

for all their hard work and support. 

> to to fraud or error. fraud or error. 

expressed to David for all his support. 

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trustees trustees at board meetings. at board meetings. 

Articles. Articles.  They are: They are: 

provided hereunder; 

- co CO operation operation in the achievement of the in the achievernent ofthe objects and to that end to support, join objects and to that end to suppart, join - in with and co in with and co operate with other operate with other 

practice. 

A A skills audit and full induction process is skills audit and full induction processis 

all or any of the objects; 

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- different aspects of risk e.g. strategic vs different aspects of risk ¢.g. strategic vs 

- individual; individual; 

the the charity; charity; 

- how the organisation identifies risk; how the organisation identities risk; 

- the the principles against which risks are principles against which risks are 

- the the level of risk the organisation feels level of risk the organisation feels 

investigations and research; investigations and research; 

- risk risk’); ’); 

- how it assesses risk: strategic / how it assesses risk: strategic/ 

- how it acts to minimise risk and how how it acts to minimise risk and how 

- this this is documented; is documented; • how it monitors and reviews the risk how it monitors and reviewsthe risk the organisations and its staff and organisations and its staff and volunteers volunteers are taking; are taking; 

- how it reports risk internally and how it reports risk internally and 

- externally; externally; 

- how it deals with things that go wrong how it deals with things that go wrong 

- how it reviews its risk management how it reviews its risk rnanagernent 

- processes and improves them for the processes and improves thern for the future; future; 

- expectations of its staff with respect to 

reporting. reporting. 

> responses have met this need robustly. responses have met this need robustly. 

- The board reviews its high The board reviews its high level strategic level strategic 

**Risk assessment** Risk assessment The organisation has aRisk is reviewed annual and what theaccount the varying levels of the organisation and sets out: organisation and sets out: 

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## **Trustees and Principal Officers** 

> The board maintain an up The board maintain an up - to to-date date Anne register of all conflicts of interest, in line register ofall conflicts of interest, inline = **Chair** Chair 

Anne Anne Wignall Wignall **Chair** Chair Gurbax (Julie) Kaur Gurbax (Julie) Kaur **Deputy Chair** Deputy Chair Sue Robson Sue Robson **Treasurer** Treasurer Emma Dickenson Erma Dickenson **Board Members** Board Members Zara Oliver fara Oliver Nicola Crosby Nicola Crosby Raj Shori David Coull RajDavid ShoriCoull — 

Age **Age UK STW Trading Ltd** UK STW Trading Ltd Our trading cornpany during this year; ithad many years and no longer needed. no longer needed. 

Gina Spencer Ging Spencer Director of Kevin Moore Kevin Moore 

Martin Brookes MBE Martin Brookes MBE Natalie Headley Natalie Headley David Bell David Bell 

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## **Financial summary** 

come to fruition. 

> **Our future** Our future 

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## country. country. 

the the same will be true in Shropshire. same will be true in Shropshire. 

- wrap wrap around service such as Help at around service such as Help at Home, particularly the opportunity for Hore, particularly the opportunity for clients to have their benefits maximised, clients to have their benefits maximised, making the service affordable even at making the service affordable even at the the higher price.  Last year the charity higher price. Last year the charity helped local older people to claim over helped local older people to claim over £5m in additional benefits, at an £5rn in additional benefits, at an average of £5K per annum. average of £5K per annurn. In November 2025, Age UK Shropshire In November 2025, Age UK Shropshire Telford & Wrekin will celebrate 75 years Telford & Wrekin will celebrate 75 years of delivering services to local older of delivering services to local older - people.  We have launched a 12 people. We have launched a 12 month month fundraising campaign to mark this fundraising campaign to mark this anniversary, raising additional income to anniversary, raising additionalincome consolidate the wide and varied service consolidate the wide and varied service portfolio we are so proud of. portfolio we are so proud of. 

- are future are future proofed by utilising £44K proofed by utilising £44K from designated IT Development from designated IT Development ’ reserves in anticipation of Microsoft reserves in anticipation of Microsoft's planned withdrawal of support for planned withdrawal of support for Windows Windows 10, ensuring our staff have up 10, ensuring our staff have to to date and reliable systems to deliver date and reliable systemsto our services. our services. 

> **Statement of trustees' responsibilities** Statement of trustees' responsibilities 

Next The trustees (who are also Next year we will also experience the year we will also experience the Age UK Shropshire Telford & cessation of funding from Telford & cessation of funding from Telford & the the purposes of company law) are purposes of cornpany Wrekin Council for our Information and responsible for preparing the trustees - advice services, a real world example of advice services, areal world example of | annual report and the financial gnnual report and the financial 

Age Age UK Shropshire Telford & Wrekin | year ended 31 March 2025 UK Shropshire Telford & Wrekin | year ended 31 March 2025 



## Practice). Practice). 

other irregularities. other irregularities. 

- there is no relevant audit information 

• expenditure, of the charitable company expenditure, ofthe charitable company — the the trustees have taken all steps that trustees have taken have taken taken all steps that steps that that for that period.  In preparing these for that period. In preparing these they they ought to have taken to make ought to have taken to make financial statements, the trustees are financial statements, the trustees are themselves themselves aware of any relevant audit aware of any relevant required to: required to: information and to establish that the information and to establish that the 

   - the the trustees have taken all steps that trustees have taken have taken taken all steps that steps that that 

- select suitable accounting policies and select suitable accounting policies and 

- then then apply them consistently apply them consistently • observe the methods and principles in observe the methods and principlesin 

- the the Charities SORP Charities SORP • make judgements and estimates that make judgements and estimates that 

- are reasonable and prudent are reasonable and prudent • state whether applicable UK state whether applicable UK 

jurisdictions. jurisdictions. 

• prepare the financial statements on prepare the financial statements on the the going concern basis unless it is going concern basis unlessitis inappropriate to presume that the inappropriate to presume that the charity will continue in operation. charity will continue in operation. 

beneficial interest in the charity. beneficial interest in the charity. 

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jurisdictions. 

**Auditors** Auditors 

> continue in that capacity.The directors continue in that ’ annual report has been capacity. The directors’ annual report has been 

> The trustees The trustees’ ’ annual annual report has been report has been approved by the trustees on approved by the trustees on 

> 9 September 2025 and signed on their 9 September 2025 and signed on behalf by behalf by 

## Cp Kou 

Gurbax (Julie) Kaur Gurbax (Julie) Kaur Chair of Trustee Board Chair of Trustee Board 

> from: from: 

> Gina Spencer, Director of Finance Gina Spencer, Director of Finance 



## **Auditor’s report** 

> members of Age UK Shropshire Telford & Wrekin members ofAge UK Shropshire Telford & Wrekin 

## **Opinion** Opinion 

opinion. opinion. 

• give a true and fair view of the state of give a true and fair view of the state of 

- have been properly prepared in have been properly prepared in 

- have been prepared in accordance have been prepared in accordance 

in the relevant sections of this report. 

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information included in the trusteesannual report, other than the financial informationannual report,includedother thanin the the trustees’ financial ’ == prepared is consistent with the financial statements; and preparedStaternents;is consistentand with the financial ’ statements and our auditor statements and our auditor's s report report • the the trustees trustees’ ’ annual report has been annual report has been thereon. thereon.  The trustees are responsible The trustees areresponsible prepared in accordance with applicable prepared in accordance with applicable for the other information contained for the other information contained legal requirements. legal requirernents. 

trustees’ trustees’ annual report. annual report. 

We We have nothing to report in this regard. have nothing toreportin this regard. 

us to report to you if, in our opinion: us to reportto you if, in our opinion: • adequate accounting records have not adequate accounting records have not been kept, or returns adequate for our been kept, or returns adequate for our audit have not been received from audit have not been received from branches not visited by us; or branches not visited by us, or • the the financial statements are not in financial statements are notin agreement with the accounting records agreement with the accounting records and returns; or and returns or • certain disclosures of trustees certain disclosures of trustees’ ’ remuneration specified by law are not remuneration specified by law are not made; or made; or • we we have not received all the have not received allthe information and explanations we information and explanations we require for our audit; or require for our audit; or 

- the directors were not entitled to 

> undertaken in the course of the audit: undertaken in the course of the audit: 

> • the the information given in the trustees information given in the trustees ’ 

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report. 

**Responsibilities of the trustees** Responsibilities of the trustees 

error. 

alternative but to do so. 

**of the financial statements** of the financial statements 

- instances of non instances of non compliance with laws compliance with laws and and regulations.  We design procedures regulations. We design procedures in line with our responsibilities, outlined inline with our responsibilities, outlined above, to detect material above, to detect material misstatements in respect of misstatements in respect of irregularities, including fraud.  The irregularities, including fraud. The extent to which our procedures are extentto which our procedures are capable of detecting irregularities, capable of detecting irregularities, including fraud are set out below. including fraud are set out below. 

- irregularities, including fraud and non irregularities, including fraud and non compliance with laws and regulations, compliance with laws and regulations, our procedures included the following: our procedures included the following: • we we enquired of management and the enquired of management and the finance and audit committee, which finance and audit committee, which included obtaining and reviewing included obtaining and reviewing supporting supporting documentation, concerning documentation, concerning the the charity charity's ’s policies and procedures policies and procedures relating to: relating to: 

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• identifying, evaluating, and identifying, evaluating, and 

• in addressing the risk of fraud through in addressing the risk of fraud through 

aware of any instances of non aware of any instances of non - 

• detecting and responding to the detecting and responding to the 

> • the the internal controls established internal controls established to to mitigate risks related to fraud or mitigate risks related to fraud - 

> non non compliance with laws and compliance with laws and 

• we inspected the minutes of meetings 

- we we obtained an understanding of the obtained an understanding of the 

experience. experience. 

• we we communicated applicable laws and communicated applicable laws regulations throughout the audit team regulations through out the auditteam and remained alert to any indications of and remained alert to any indications of - non non compliance throughout the audit. compliance throughoutthe audit • we we reviewed any reports made to reviewed any reports made to regulators. 

- we we reviewed the financial statement reviewed the financial statement 

- disclosures and tested these to disclosures and tested these to supporting documentation to assess supporuing documentation toassess compliance with applicable laws and compliance with applicable laws and regulations. regulations. • we , we performed analytical procedures to performed analytical procedures to 

the financial statements or non - 

- of non of non compliance.  The risk is also compliance. The risk is also greater regarding irregularities occurring greater regarding irregularities due to fraud rather than error, as fraud due to fraud rather than error, as involves involves intentional concealment, intentional concealrnent, forgery, collusion, omission or forgery, collusion, omission or misrepresentation. misrepresentation. 

A A further description of our further description of our 

auditor’s report. 

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**Use of our report** Use of our report This report is made solely to the This report is made solely tothe 

opinions we have formed. 

Fleur Holden Fleur Holden (Senior statutory auditor) 

for and on behalf of for and on behalf of Sayer Vincent LLP, Sayer Yincent LLP, Statutory Auditor Statutory Auditor 110 Golden Lane, 110 Golden Lane, London London EC1Y 0TG ECTY 0OTG 22 September 2025 22 September 2025 

Our Women’s Walking Football 



**Thanks to all our funders and donors** Thanks to all our funders and donors Acorn Acorn Singers Singers Age Age UK UK Age Age UK STW line dancing group UK STW line dancing group Bytesnap Bytesnap Caterpillar Foundation Caterpillar Foundation Dobbies, Telford Dobbies, Telford Dunelm, Shrewsbury Dunelm, Shrewsbury Dunelm, Telford Dunelm, Telford E.On 

Friday Singers Community Choir Friday Singers Community Choir Grace Church Shrewsbury Grace Church Shrewsbury ICS Shropshire, Telford & Wrekin ICS Shropshire, Telford & Wrekin Ironbridge Rotary Ironbridge Rotary Jules Convenience jules Convenience Ketley Coffee Club, Telford Ketley Coffee Club, Telford Maeflower Dancers Maeflower Dancers Marches Energy Agency Marches Energy Agency Masonic Charitable Foundation Masonic Charitable Foundation Media Active Media Active Millichope Foundation Millichope Foundation North North Shropshire Supporters Group Shropshire Supporters Group Safer & Stronger Communities Fund, Sater & Stronger Communities Fund, Telford Telford Severn Gorge Pub & Restaurant Severn Gorge Pub & Restaurant Shrewsbury Town Walls Tennis Club Shrewsbury Town Walls Tennis Club Shrewsbury Walking Football Club Shrewsbury Walking Football Club ’ Shrewsbury WomenClub ShrewsburyClub Wornen’s s Walking Football Walking Football Shropshire Community Foundation Shropshire Community Foundation Shropshire Council Shropshire Council Shropshire Federation WI Shropshire Federation WI 

Shropshire Printing Shropshire Printing - Sir Heber Sir Heber Percy Percy St. Alkmunds Church St Alkrmunds Church St. Marys Church, Shawbury St Marys Church, Shawbury Telford & Wrekin Council Telford & Wrekin Council The Lady Forester Trust The Lady Forester Trust The Telford Hotel Golf & Spa Resort The Telford Hotel Golf & Spa Resort Through the Doorway Through the Doorway Toby Carvery Telford Toby Carvery Telford Wace Wace Morgan Solicitors Morgan Solicitors Various Various local Town and Parish Councils local Town and Parish Councils 

We couldn’t do it without you! 

fundraisers. 

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## **Our offices** 

> **Shrewsbury Office** Shrewsbury Office Bellstone Bellstone 

> Shrewsbury Shrewsbury SY1 1HX SY1 1HX 

> 01584 878 046 01584 878 046 **www.ageukstw.org.uk** Www.ageukstw.org.uk **Our professional advisors** Our professional advisors 

> **Bankers** Bankers Barclays Bank plc, Shrewsbury Barclays Bank pic, Shrewsbury Auditors **Auditors** Sayer Vincent, Shrewsbury Sayer Vincent, Shrewsbury **Solicitors** Solicitors Wace Morgan, Shrewsbury Wace Morgan, Shrewsbury 

> **Our quality marks** Our quality marks en) 

Our Ludlow Chess group took part 



Shrewsbury SY1 1HX Shrewsbury SY1 1HX 

492 Age UK Shropshire Telford & Wrekin is a charitable company limited by guarantee and registered in England and Wales WK Shopehi re Telford 4 reli nis chontoole company i mited by quarontee:and registeredin England ond ‘Vikas: Registered charity number: 1090445.  Company number: 04292896. Registered charity number: 1000445, Company number O42 O75065, Registered Registered office is Bellstone, Shrewsbury, Shropshire SY1 1HX officeis Bal stone, Shrewsbury, Shropshire Sil 1H 

