South Gloucestershire Supporting you and your local community in later liFe ageuK PA a9euK ageuK Time tospafe. Skillstoshare. VOLUNTEERI SFedkb ageuK Time lospare? Skilb to Share. VOLUNTEERI agEUK 70? Together we make a diFFerence Age UK South Gloucestershire Annual Report 2023/24 www.ageuk.org.uk/southgloucestershire
Contents Report OF the trustees for the year ended 31st March 2024 3-25 Ourambassador Plans For 2024/25 23 24 Chair's statement Thankyous ReFerence and administrative details 26 25 Statement OF trustees. responsibilities Our purpose. mission & values Strategies to achieve our objectives & to meet our mission 9-10 Independent examiner's report 11-13 Statement OF Financial activities Balance sheet 27 28 29 Ouryear in numbers Volunteering Our services 14 Cash flowslalemenl 30 15 Noles Forming parl OF the Financial 31-40 16-22 slalemenls J*yr
AGE UK SOUTH GLOUCESTERSHIRE Report OF the Trustees For the year ended 31st March 2024 The trustees (who are also directors OF Age UK South Glouceslershire For Ihe purposes OF company law) are responsible For preparing the Trustees, Annual Report and the Financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Memorandum and Articles incorporated 2610512005 as amended by special resolution registered at Companies House on 10108/2012 as amended by special resolution(s) dated 29 Jul 2016 as amended on 02 Sep 2019 as amended by special resolution(s) dated 27 sep 2019 as registered at companies house on 05 Nov 2019. ReFerence and Administration Details OFFicial Name OF Charity: Age UK South Gloucestershire Charity Registered Number: 1109999 Company Registered Number: 05464737 Directors and Trustees: Warren Gemberling (Chair) Warren was elected to the Board in January 2020. He graduated university with a degree in accounting and qualified as a CPA at KPMG in Des Moines, lowa. He moved to the UK in 1990 and worked For several multinationals in Finance. Keen to give back, he joined Age UK South Gloucestershire initially as the Treasurer but stood down From that role in February 2022 when he was elected as Chair. Elizabeth Narey (Treasurer) Liz was elected to the Board in January 2020. She is a commercially and Financially experienced senior manager and worked as a senior director with Babcock International Group For 23 years. She has worked within a number OF Joint Ventures as Execulive/NonExecutive Director in Education, Defence and Support Services. She brings her wide experience to the Board to assist in developing and supporting the Charity's key aims. She took up the role OF Treasurer in February 2022. ANNUAL REPORT 202312024 | 3
AGE UK SOUTH GLOUCESTERSHIRE Kelvin Warlow Kelvin was elected to the Board in September 2019. On retiring From the Ministry of DeFence in 2000, he soon joined Age UK York in various roles including Handyman Services and InFormation OFFicer. In 2013 Kelvin joined Age UK South Gloucestershire as a volunteer telephone beFriender and office support to the Volunteer Manager. Kelvin is a keen amateur artist, DIY enthusiast and enjoys travel. He has two children and Four grandchildren. Tony Prosser Tony was elected to the Board in November 2022. He is Professor Emeritus OF Public Law at the University OF Bristol. He specialises in law and regulation and legal control of government. Tony enjoys cycling and hill walking. Carole Knocker Carole was elected to the Board in May 2023. She had a 37 year career in the NHS. She has Msc in leadership and has held director level roles NHS in both England and Wales. Senior Management Mark Flower CEO Ellie Gingell Head OF Finance and Company Secretary Christine Wedlake Head oFServices Recruitment and Appointment OF New Trustees Potential Trustees are identiFied by the Chairman and other Trustees or through appropriate advertisement and invited to attend a board meeting beFore deciding whether to accept the appointment. A skills audit OF existing Trustees is undertaken. and the recruitment OF Trustees designed to rectify gaps in the skills available and maintain those currently covered. In general, Trustees will bring speciFLc expertise (e.g. Financial or legal) or will have experience OF worl<ing with older people in the charitable sector. We have a robust induction policy, training and procedures For all new and existing Trustees. Tracey Houghton Rochester resigned as a Trustee on 20th June 2023 ANNUAL REPORT 202312024 | 4
AGE UK SOUTH GLOUCESTERSHIRE Chair's Statement Whilst this has been a challenging year, it has been an extremely positive one in many ways. In March 2023 we said goodbye lo our CEO OF12 years and boughi in an inlerim Mark Flower, who came From a corporate, Fundraising and communications background. AFter going through a rigorous recruitment process, we oFFered Mark the role on a permanent basis. His remit was to improve our financial position. retain staff and develop our services. Mark with his senior leadership team, supported by the Board OF Directors has overseen income increasing by over £300k whilst the spend on services has increased by £140k. This has moved us From a large deficit budget in 22123 to a small excess in 23124. l am so pleased to see that we have not just maintained our Services but have delivered more. This includes our new home From hospital project, Welcome Home. The year ended on a very positive note with National Lottery Community Funding grant to enable us to deliver services to the harder reach communities. whether this is by geography or characteristic. This three- year project starts in April 2024. "Together we make a diFFerence" is one OF our key values. I'm so pleased to see it in action with our colLeagues, volunteers, supporters and partners to make a diFFerence in the lives OF our support seekers in South Gloucestershire. But the demand For our services continues to increase with the cost-oF-living crisis, isolation and the health issues associated with our community over 50. I want to thank the team, both paid and volunteers, that not only worked hard to accomplish this improvement but also continued to deliver top quartile services. l also want to than1< our Trustees, the commissioners, our individual and corporate supports and grant Funders that came together to make a diFFerence. We are very pleased to welcome World Cup winner Natasha "Mo" Hunt as the charity's first Ambassador. She is a remarkable athlete and woman who not only believes in our values but lives them to. We have a number OF events lined up wilh Mo, leading to the World Cup in England in 2025. F6 I'm so pleased to see it in action with our colleagues, volunteers, supporters and partners to make a diFFerence in the lives of our support seekers in South Gloucestershire. Warren Gemberling Chair ANNUAL REPORT 202312024 | 5
AGE UK SOUTH GLOUCESTERSHIRE Statement OF Trustees, Responsibilities The trustees are responsible For preparing the Trustees, Report and the Financial statements in accordance with applicable law and United Kingdom Accounting Standard5, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic OF Ireland (United Kingdom Accepted Accounting Practice). Company and Charity law requires the Trustees to prepare Financial statements For each Financial year which give a true and Fair view OF the state OF aFFairs OF the charitable company and OF the incoming resources and application OF resources, including the income and expenditure, OF the charitable company For that period. In preparing these financial statements, the Trustees are required to: Select suitable accounting policies and then apply them consistently; Observe the methods and principles in the Charities SORP; Mal<e judgments and estimates that are reasonable and prudent,. State whether applicable UK Accounting Standards have been Followed, subject to any material departures disclosed and explained in the Financial statements: Prepare the Financial statements on the going concern basis unless it is inappropriate lo presume Ihal the charitable company will conlinue in business. The Trustees are responsible For keeping proper accounting records that disclose with reasonable accuracy at any time the Financial position of the charitable company and enabLe them to ensure that the Financial statements comply with the Companies Act 2006. They are also responsible For saFeguarding the assets OF the charitable company and hence For taking reasonable steps for the prevention and detection OF Fraud and other irregularities. Structure. governance and management The Charity is administered through a Board OF Directors who are also the charity Trustees. Whilst our governing document requires us to have a minimum OF three Directors, we have been Fortunate to have the services OF up to Five during the year to March 2024. Board meetings are held bi-monihly, when monitoring reports are presenled on Finances, service issues, performance and development opportunities. The Board also discuss their responsibilities For the Financial sustainability and strategic planning For the work OF the Charity and for SaFeguarding and Health & Safety issues. The ChieF Executive OFFicer, Head OF Finance and Treasurer meet as appropriate to prepare recommendations For the Full Board regarding Flnancial matters such as the annual budget and the reserves policy. ANNUAL REPORT 202312024 | 6
AGE UK SOUTH GLOUCESTERSHIRE Day to day management OF the organisation is the responsibility OF a full time ChieF Executive OFFicer who has overalL responsibility For the team OF staFF and volunteers. The Trustees carry out an annual review OF the risks Faced and the procedures established to manage those risl<s. Internal risks are minimised by the implementation OF eFFective internal control procedures that ensure both appropriate authorisation of all transactions and projects and consistent quality OF delivery For all operational aspects OF the charity. External risks (e.g. changes to government priorilies, cuts to available Funding due to budgetary conslrainls) are also identiFied and appropriate mitigation measures established where possible. Examples OF mitigation measures in pLace include: Cybersecurity Risk The organisation employed an external agency to conduct a security review during 2021 and the internal Wi-Fi device connections are monitored Multi-Factor Aulhorisation (MFA) has been implemented where possible in line with good industry practice. We hold a Cyber Insurance policy Risks to Vulnerable People The organisation has a SaFeguarding Policy and a team OF saFeguarding coordinators who are responsible For receiving and where necessary escalating issues OF concern to the Council's SaFeguarding team SaFeguarding training is available For all staFF and volunteers, and is a mandatory part OF induclion Iraining For all new volunleers All those undertaking qualifying activities with vulnerable people must undergo a Disclosure and Barring Service check beFore they start and at regular intervals on an ongoing basis. ReFerences are also taken. SaFeguarding is a standing item on the agenda For Team and Trustee Board meetings. Financial Risk Annual income and expenditure budgets are set. and regular monitoring is undertaken to identify any signiFicant variances. A cashFlow Forecast is updated each month so the year-end Forecasts can also be updated to identify any areas of potential Financial risk. This is 'RAG' rated so that progress can be monitored during the year and action taken to try to increase income and/or decrease expenditure where this is necessary. Regular Financial perFormance reports are made to the trustees. The trustees have developed a Reserves Policy so that the organisation will be able to cope with any sudden reduction in income or meet any unForeseen expenditure. Cash balances are spread across a number OF banks to protect against Financial loss above the government protected limit. ANNUAL REPORT 202312024 | 7
AGE UK SOUTH GLOUCESTERSHIRE Financial Review and Reserves Policy The Trustees have established a policy whereby the level OF general (unrestrictedl reserves are to be maintained at the greater oFeither: Redundancy cosls plus oulstanding lease obligations. or Between 3 and 6 months unrestricted running costs As at March 2024, the redundancy liabilities are £10,647 and lease liabilities £3,789, giving a total minimum reserves required oF£14.436. As at March 2024, 3 months running costs equates to £72,000 and 6 months £144,000. General Funds al year end were £141.771 (£112.304 in March 2023). Al this level the Trustees Feel that they would be able to continue th,e current activities OF the charity in the event oFa signiFicant drop in Funding. During 2023/24 the trustees report that income exceeded expenditure by £15.756. Age UK Charity Quality Standard (CQS) The organisation holds the Age UK Charity Quality Standard (CQSI, which is audited by an independenl specialist audil company. SGS. Age UK Information and Advice Quality Programme (IAQP) The organisation holds Age UK IAQP accreditation. which passports the Benefits Advice Service to the sector's national Advice Quality Standard (AQS) managed by the Advice Services Alliance. Trading Companies Following the closure OF all FCA regulated trading For Age UK/('Age Co,) insurance and other products towards the end OF 2017/18, the joint trading company shared with Age UK Bristol and Age UK Bath and North East Somerset remains inactive. The charity also has a wholly owned trading subsidiary company, Age UK South Gloucestershire Enterprises Ltd., but this is currently Formally registered as dormant. Public Benefit Age UK South Gloucestershire's main objective ts to improve quality OF liFe and well-being For older people in South Gloucestershire and the Trustees have had due regard to the guidance published by The Charity Commission on Public BeneFit when deciding the activities that the organisation should undertake. Accountants: Burton Sweet Limited. The Clock Tower, Farleigh Court, Old Weston Road, Flax Bourton, Bristol BS48 1 UR Bankers: HSBC Bank Plc and CAF Bank ANNUAL REPORT 202312024 | 8
AGE UK SOUTH GLOUCESTERSHIRE Charitable objects The objects OF the charity are to promote the Following purposes For the beneFit of the public and/or older people within the area OF beneFIt: 3.1.1 preventing or relieving the poverty OF older people; 3.1.2 advancing educalion,. 3.1.3 prevenling or relieving sickness, disease or suFFering in older people (whether emotional, mental or physical); 3.1.4 promoting equality and diversity,. 3.1.5 promoting the human rights OF older people in accordance with the universal declaration OF human rights.. 3.1.6 assisting older people in need by reason OF ill- health, social exclusion or other disadvantage; and 3.1.7 such other charitable purposes For the beneFIt OF older people as the charity trustees From time to time decide,. the outcome OF this being the promotion oFthe well-being oFolder people. Our Purpose, Mission and Values Our Purpose: Age UK South Glouceslershire's purpose is lo support you and your loved ones when you need us. Our Vision: To create an age Friendly community where you feel empowered, respected, connected, and supported to make the very best ofyour life. Our Mission: To make a positive diFFerence by putting you and the people around you at the heart OF all we do. To work alongside and supported by partner organisations. raising awareness. to improve the quality oFyour life and provide eFFeclive timely support For when you need it. ANNUAL REPORT 202312024 | 9
AGE UK SOUTH GLOUCESTERSHIRE Together We Make a DiFFerence Values Ourvalues guide allwe do: We treat everyone with respect and embrace equality, diversity and inclusion in our practices. We actively represent the interests OF older people to those whose decisions will aFFect them, promoting positive attLtudes to ageing and challenging prejudice and bias. We are person-centered and keep individuals at the heart OF everything we do. We enable and empower people to make the most OF their liFe and prolong Iheir independence while respecting their Feelings and wishes. We are a supportive. empathetic. and caring organisation, whether to work, volunteer, or receive services or support. How are our strategic objectives going to achieve our mission? Valuing and celebrating our staFF and volunteers. Working to reduce loneliness and isolation. Promoting health, wellbeing and independence. Supporting Families, loved ones and carers in their own homes and wider community. Helping people access services, beneFits and other entitlements. Promoting equalily, diversity and inclusion. Being a leading advocate For issues that impact our community. ANNUAL REPORT 202312024 | 10
AGE UK SOUTH GLOUCESTERSHIRE Strategies to achieve our objectives and to meet our mission Goal One Organisational Sustainability Financial Sustainability_ Ensuring we have Funds From several sources to maintain and improve our services. This will include multiple and diverse income streams. Our goal is to have 1 /3 commissioned income. 1/3 Trusts and grants and 1/3 income generation. Stable workForce (see goal 6) to ensure continuity OF service and knowledge pool. Service Sustainability. We wiLL develop services that are selF- sustaining, adaptable, and service user driven. We will listen and respond to the needs OF South Gloucestershire's elderly community. Environmental Sustainability. We will consider the environment in our purchases and our actions. We aim over the next 3 years to move to a paperless Filing system using robust and Future-prooF IT syslems. Goal Two Our community is at the centre oFall we do and the decLSLons we make Embedding ourselves in our local community. and being the charity For older people. Promoting services in local media oullels, organisations, businesses, and community groups. Being a charity that listens and responds to the community's needs, aligning with National Ageing Better campaigns and working closeLy with local authorities and other partner organisations. ANNUAL REPORT 202312024 | 11
AGE UK SOUTH GLOUCESTERSHIRE Goal Three One Service Goal Four One Team We use a holistic and global approach to every service user who accesses Age UK South Gloucestershire to oFFer a widespread and seamless service. To deliver the service, there will be one leam with a kn Fall rvi To towards multi-Faceted approach whereby staFF are employed to be core project workers, moving across all services - with specialist team leads. move Goal Five Be THE advocate For our community Goal Six Retain. celebrate and develop our staFF and volunteers Seeking to understand. connect with. and be the voice OF older people in the local community. Recognising how diverse the community is and representing this diversity within the delivery OF our services. To support and advocate For those who Feel underrepresented and disadvantaged. Working towards being the main voice and sought after For our knowledge, skills, and expertise. We have developed People and Volunteers strategy. to FulFil this goal. This is a key part oFour mission statement. ANNUAL REPORT 202312024 | 12
AGE UK SOUTH GLOUCESTERSHIRE Goal Seven Diversity and Inclusion underpin all we do Work collaboratively with specialist organisations to build on our understanding OF the diversity needs in the local communily. Goal Eight We are Dementia Friendly All staFFand volunteers to be dementiaieLThe oFFLce and any external buildings used to rain be a Dementia Friendly environment. Raise awareness locally through Dementia Friendly campaigns. Goal Nine We will develop partnerships that will beneFIt our community We understand that there is strength in collaboration and are always willing to s£Lout partnerships where it will benefit our community. 10 Goal Ten Develop a ten-year stategy A robust yet Flexible strategy. For Age UK South Gloucestershire will be achieved by the end OF 2024. ageuK Tirneto Time to Spare". Skklls to Shai: VOLUIITEERI ANNUAL REPORT 202312024 | 13
AGE UK SOUTH GLOUCESTERSHIRE Our Year In Numbers 2023/24 128 3 Digital CaFé's Established in the county 851 Digital Inclusion Clients Specialist beneFIt advice appointments £1.35m..--- BeneFits secured (WHD + Consortium) our Day Services 120 66 7132 Total Befriending Matches Volunteering Hours Walking Group Clients 22 Digital Champion Volunteers c)oo/. 62 Homes helped under the Improving Homes and Wellbeing Project OFour Volunteers would recommend volunteering with us 82 Weekly ActlVLty Day Centres New BeFriending Matches 3786 Tablet Loan Scheme Clients InFormation and Advice enquiries ANNUAL REPORT 2023/2024114 Weekly Walking Groups
AGE UK SOUTH GLOUCESTERSHIRE Volunteering Having volunteers is incredibly important and we are grateFul to each one OF them. We have seen the volunteer numbers increase during 23/24. We had 112 in 2022/23 and 184 in 2023/24. We have also seen our retention rate increase From Volunteer hours were 7132 and that is equivalent to nearly Four Full-time employees, saving us nearly £86,000 in wage costs. ageuK Time to Spare? Ski115toShare. VOLUNTEERI 100% oFour volunteers said they would recommend volunteering with us The Volunteer team have had to be more creative and spread the net wider to achieve this success. This has included Wl, Women's Royal British Legion, UWE e.g. Freshers Fair, public health events, Job Centres, International Women's Day Event, South Gloucestershire Show, South Gloucestershire and Stroud College, Women's Work Lab, Alphabet Group (LGBTQ+),SEN College, Thornbury Volunteering Centre, Voscur. Can Do Bristol, CVS. Connecting Kingswood and Neighbourly. www IFyou are interested in volunteering with Age UK South Gloucestershire, visit www.ageuk.org.uk/southgloucestershire /get-involved/volunteer to see our current range oFopportunities lo support older people in South Gloucestershire. ANNUAL REPORT 202312024 | 15
AGE UK SOUTH GLOUCESTERSHIRE Our Services BeFriending and Reconnect Our Befriending service moved From strength to strength. This service matches a volunteer with a lonely older person. Our service provides clients with a social visit For about one hour a week in their own home From one OF our trained volunteers. The service is entirely Free OF charge. We had 82 matches in 2023/24 compared to 23 in the previous year. The number OF actual beFriending volunteers rose From 76 to 97. "It gives me a liFt to hear a cheerFul voice and l Feel more hopeFul For the Future. l Feel better able to talk with people and l Feel less isolated. Feel less stressed" gj Face to Face Befriending Doug (Volunteer) has lived in Thornbury For the past 20 years and had struggled recently due to the loss OF all his close Friends. Doug lives with his wife OF 60 years but wanted some male company. We inlroduced Doug to John in July 2023. The initial meet was great, Doug and John had a lot in common due to both living in the area for a long time and their shared passion oFdiving and history. ANNUAL REPORT 202312024 | 16 92 Active Face 21 Active Telephone Matches 120 Active Matches to Face Matches
AGE UK SOUTH GLOUCESTERSHIRE Our Services Welcome Home The Welcome Home project is a new project IFunded by South Gloucestershire Council. Initially this is a two-year project, with a review 50s coming out OF hospital without a care pacl<age. We are there to ensure the transition back home is a saFe and comFortable one and to make sure that readmission to hospital is kept to a minimum. This is a joint project with Southern Brooks. Eligible criteria For this service: What support can we oFFer? Check in calls or visits Help with every day tasks (e.g. picl<ing up prescriptions or assistance with shopping) Digital assistance Benefits checks Accompanying to community activities or appointments Signposting to other services Encouragement to live independently in the home Been discharged from hospital within 6 weeks. Over the age OF50 Resident in South Gloucestershire MAKE A REFERRAL AT: www.southernbrooks.org.uk/ welcome-home years old ANNUAL REPORT 202312024 | 17
AGE UK SOUTH GLOUCESTERSHIRE Our Services Walking Project Our Walking Service is available to those who need to build confidence in walking, normally aFter a fall or hospitalisation. This starts on a 1 to 1 basis and then moves to a group. The number OF new clients was 66 compared lo 49 in 22/23. We have 4 groups currently running. The groups in Thornbury and Staple Hill were set up in 2022/23, whereas the groups in Longwell Green and Yate were set up in 2023124. Staple Hill. Each walk is planned and led by our Walking Project Team and is created to meet the needs and abilities of those participating in the walk. Throughout 2023/24 nine volunteers have been active. These volunteers have supported on all the group walks. In 2023/24 one volunteer trained as a walk leader which involved undertaking first aid training along with additional in-house training. meaning that this volunteer is now able lo lead walks independent OF staFF invoLvement. We often meet at a coFFee shop during or after the walk for a well-earned drink, piece oFcake and a chat. ANNUAL REPORT 202312024 | 18
AGE UK SOUTH GLOUCESTERSHIRE Our Services Day Service We have 4 Activity Day Centres across South Gloucestershire JY Activity Day Centres (ADCS) have reopened completely, with them slowly returning to pre-covid numbers. ADCS deliver a person-centred and specialised activities programme with a two-course lunch. Our experienced team are trained to support people with or without a dementia diagnosis. with a range of activities tailored For a diverse group of attendees. As older people continue to build conFidence post-lockdown. ADCS oFFer an ideal opportunity For them to start being out and about, becoming more active, and re-engaging within the community to tackle their isolation and/or provide a Few hours respite For their carers. Approximately 50 % OF reFerrals come from social care colleagues with the remainder being private customers and, as demand continues lo grow, we are planning lo Further expand capacily and open new centres during 2023/24. Activities Include: Tai-chi Baking Quizzes Singing workshops Exercises Festive parties Arts & craFts karaol<e Knitting and lunchl ANNUAL REPORT 202312024119
AGE UK SOUTH GLOUCESTERSHIRE Our Services Digital Inclusion The Digital Champions continues to help our service users access the internet and online services. 3 Digital CaFe's opened in the last year 128 clients have signed up to the service between April 2023 and March 2024 During this period, we have recruited 22 Digital Champion volunteers with the average volunteer completing 16 hours per digital cLient. The total amount OF hours completed From digital champions was178 hours. We have made links with St James Place Bank and Leidos who have joined/planning to join some digital sessions in the community. 22 Digital Champion volunteers recruited From the beginning OF April 2023 to the end OF March 2024 we have signed up 128 clients to the digital service all requiring 1.1 support, this compares Favourably to the previous year when 53 clients signed up. OF these 128 clients, 20 benefitted From our Tablet Loan Scheme where they can borrow a device with its own preloaded (20gb data) connectivity to remove current barriers in relation to accessing technology. 20 Clients benefitted From our tablet loan scheme We have reconnected clients with lost relatives, supported clients in learning to read, given clients conFidence to rejoin community groups and given clients access to healthcare online, just to name a Few! We made links with DWP in Kingswood to support their community in need OF digital skills that would help them with their pursuit OF employment. We hosted a triage session with 15 people arriving all in need oF1:1 skills sessions. ANNUAL REPORT 202312024 | 20
AGE UK SOUTH GLOUCESTERSHIRE Our Services Improving Homes & Wellbeing Service (IHWS) IHWS is a new project launched March 2023 Following on From a'test and learn, basis in partnership with South Gloucestershire Council. It supports homeowners who have found that their homes have Fallen into disrepair and their gardens have become overgrown and unmanageable. ReFerrals come From the Council's EnForcement Team, but increasingly, the seniice is being used by social care and health colleagues as well as our own staFFand volunteer team. There are many reasons why a home environment has declined, and we work with individuals to address those issues and support them in making the repairs they need to the property and garden. By identifying and addressing the root causes of their property and garden problems, this project aims to achieve a lasting improvement in their circumstances and their wellbeing, and so prevent the need For enForcement action to be taken. Social care interventions are also being supported to maximise the chance OF sustainable change in people's circumstances. We continue to Find that the presenting problems are usuaLly the 'lip OF an iceberg. and Ihal there are complex situations Ihal have combined to a spiral OF problems and decline, requiring intensive support to break the cycle. We had a target to help 48 households, but actually achieved 62 in 2023124 Case studies and feedback From those making referrals demonstrate significant successes. We have agreed a three-year funding arrangement with the Council. ANNUAL REPORT 202312024 | 21
AGE UK SOUTH GLOUCESTERSHIRE Our Services Our specialist beneFIts advice service helped secure over £1.35 million additional income For older people during the year. benefitting both the recipients and their local communities. InFormation and Advice A wide range OF information. advice and signposting on later life issues is available via the telephone helpline or in person at our offices. This is enhanced using the comprehensive range OF booklets and Factsheets produced centrally by Age UK. and those OF other organisations We also work in partnership with several other providers to maximise the delivery of advice services. For example, the South Gloucestershire Advice Service, which is led by South Gloucestershire Citizens Advice Bureau, combines their expertise and resources with those oFAge UK South Gloucestershire, North Bristol Advice Centre, Talking Money (Formerly Bristol Debl Advice Centre) and Avon & Bristol Law Centre, to make benefits and debt advice available throughout South Gloucestershire. Our contribution to this partnership is to provide beneFits advice to people over the age OF 65 who are either on a low income or vulnerable. primarily by means OF home visits to ensure access to those unable to access the community-based sessions due to their mobility or caring responsibilities. We support reFerrals From Sirona, The Memory Service. CAB. Adult Social Care. Doctor surgeries. South Gloucestershire Council, and The Alzheimer's Sociely. We are very gratefu National Lottery Cost OF Living Fund. South Gloucestershire Council and EON Funding which allowed to help with the 3786 enquiries and 851 benefit advice appointments. "IA typical Attendance Allowance successful claim in 2023124 secured between £3.588 and £5,252 per year For a person wilh disabilities andlor impairments that mean they require care and support during the day andlor night. It is non-means-tested and can lead to other entitlements, SO Lt makes a very signiFicant change to people's circumstances) . ANNUAL REPORT 202312024122
AGE UK SOUTH GLOUCESTERSHIRE Charity's Ambassado kugby World trup winning scrum~halF Natasha'mo, Hunt We need to give some time back. Until you've tried it, you don't know how much oFa positive impact it will have not just on the person you're beFriending, bul on your liFe as well- il's a two way thing. It's really speci As co-captain OF club Gloucester-Hartpury, Mo led her side to the Premiership Women's Rugby title in 2023. An England international, Mo became a Rugby World Cup champion in 2014 and she earned her 67th cap For the Red Roses last November against New Zealand in Auckland. She is also an Olympian having represenled GB in Rugby 7s in Rio and Tokyo as well as a Commonwealth games medallist. Mo has oFten spoken OF the inter-generational support she receives From her family that she attributes to the incredible success she has endured on and OFF the rugby pitch. Mo Said: -my Gram and Grandad have always been a massive part of my life. I've been fortunate that I knew my great Grandma and my great Grandadfor oges too. Growing up. there's always been so much love in our family. especially driven by our grandparents who are now great grandparents to my nieces and nephews. I've always hugely respected them and loved them to pieces." "I'm super excited about becoming an ombossador for Age UK so that I can help shine a light on this space. Age UK are crying outfor volunteers for people to sign up to befriend an older person. There's a six-month waiting list for olderpeople that want to have contact with someone. There's just nobody tofill that VOLd." Mark Flower, CEO oFAge UK Souih Gloucestershire commented, "We are delighted to welcome Mo as an ombassodor for the charity ond to understand how important older people have been in her life. Mo's own lived experience means there's a real honesty and passion to her support and that's immensely valuable." Mark odds, "the demands on our services has more than doubled in the last year. This has put a massive strain on our staff and volunteers. We are excited about appointing Mo as our first ambassador so that she can help us find more volunteers and elevate the areas where our services need support." ANNUAL REPORT 202312024 | 23
AGE UK SOUTH GLOUCESTERSHIRE Plans For 2024/25 With the demand For our charity constantly growing we are planning to extend our services. The National Lottery Funded Routes to Wellbeing will see us having a presence in every GP practice in South Gloucestershire. We hope to reach over 100 vulnerable older people this year through this project. The walking team want to increase the number OF groups and will be lool<ing lo train more volunteers to become group leaders. We are looking to open a new Day Centre, but with a drop in drop out option. This centre will also deliver Falls workshops and dementia support. We know that we need to recruit 70 new volunteers to meet our plans. A major target For our new volunteers will be as beFrienders. as loneliness has major impact on older peoples physical and mental wellbeing. We currenily have a one year waiting list For our BeFriending service. The Digital team are collaborating with NHS Talking Therapies to create direct reFerral routes. This will allow clients through our tablet loan scheme to join online CBT Sessions. The Digital team are also planning to open more Digital CaFes, one in Staple Hill and one in Filton, as well as expanding our current groups to support the community. We have set ourselves a break- even budget For 2024/25. The InFormalion and Advice team will launch a Foot care service. Due to the increased demand For our services. they will look to recruit 3 more volunteer beneFIt advisers. ANNUAL REPORT 202312024124
AGE UK SOUTH GLOUCESTERSHIRE Thank you to the Trusts and Grant givers who have supported us during 2023/2024. . COMMUNITY FUND Quartet Community Foundation Garfield Weston FOUNDATION St Monica Trust Barcan+Kirby TESCO Community Grants Wessex Water YTL GROUP YORIISHIRE BUILDING SOCIETY THORNBURY Town Council South Gloucestershire Council ANNUAL REPORT 202312024125
AGE UK SOUTH GLOUCESTERSHIRE Reference and administrative details Year Ended 31 March 2024 OFficers Chair: Warren Gemberling Liz Narey Company Secretary: EILie Gingell Registered Office: 67 High Street. Thornbury, South Gloucestershire BS35 2AW Independent Examiner Joshua Kingston ACA, Burton Sweet Limited The Clock Tower, Farleigh Court, Old Weston Road, Flax Bourton, Bristol BS48 1 UR Bankers: HSBC Bank Plc Signed by order OF the Trustees Warren GemtsgdiNJ Approved by trustees on 16th September 2024 ANNUAL REPORT 202312024126
AGE UK SOUTH GLOUCESTERSHIRE Independent examiner's report to the trustees of Age UK South Gloucestershire Ltd 11 report to the charity trustees on my examination OF the accounts OF the Company For the year ended 31 March 2024. Responsibilities and basis of report As the charity's trustees OF the Company (and also its directors For the purposes OF company law) you are responsible For the preparation OF the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act,). Having satisFied myselF that the accounts OF the Company are not required to be audited under Part 16 of the 2006 Act and are eligible For independent examination. I report in respect OF my examination oFyour charity's accounts as carried out under section 145 OF the Charities Act 2011 ('the 2011 Act,). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act. Independent examiner's statement Since the Company's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 OF the 2011 Act. I conFirm that l am qualiFied to undertake the examination because l am a member OF the Institute oFChartered Accountants in England and Wales, which is one OF the listed bodies. I have completed my examination. I conFirm that no matters have come to my attention in connection with the examination giving me cause to believe: . accounting records were not kept in respect OF the Company as required by section 386 oFthe 2006 Act," or 2. the accounts do not accord with those records" or 3. the accounts do not comply with the accounting requirements OF section 396 OF the 2006 Act other than any requirement that the accounts give a 'true and Fair view which is not a matter considered as part OF an independent examination; or 4. the accounts have not been prepared in accordance with the methods and principles OF the Statement OF Recommended Practice For accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding OF the accounts to be reached. ockKL LLL Joshua Kingston BSC. ACA Burton Sweet Chartered Accountants The Clock Tower 5 Farleigh Court Old Weston Road Flax Bourton Bristol BS48 1 UR Date.. 16th September 2024 ANNUAL REPORT 202312024127
AGE UK SOUTH GLOUCESTERSHIRE Statement OF Financial activities (Including Income and Expenditure Account) Year Ended 31 March 2024 ageuK AGE UK SOUTH GLOUCESTERSHIRE LTD C(Mnpany number. 05464737 Unrestricted Funds Restricted Funds Totsl Funds 2024 Total Funds 2023 Income from Donations and legacies Charitable activities Investment income 40.763 273,349 3,248 40,763 762,243 3,248 5,899 502,130 457 488.894 Total income 317.360 488,894 806,254 508,486 Expenditure on Charitable activities 301,604 488.894 790,498 646,135 Total expenditure 301,604 488,894 790,498 646, 135 Net incomel{expenditure) 15.7 15,756 1137,6491 Transfers betsveen funds N8t movement in funds 12 Reconclllatlon ol funds: Total funds at 1 April Total funds at 31 March 12 136,015 136,015 273,664 12 151.771 151,771 136,015 The charity has no recognised gains or losses other than the resuNs for the year as set out above. l of the activrties of the thanty are classed as continuing. The comparative funds are dets1 in note 8. The notes on pages 31 to 40 Form part OF these financial statements ANNUAL REPORT 202312024128
AGE UK SOUTH GLOUCESTERSHIRE Balance Sheet 31 March 2024 2024 2023 Flxed Assets Tangible assets 1.042 3,541 Current Assets Deblors Cds11 ¢al bdwik 10 S2.294 196.200 46,597 185,139 248.494 211,736 CreditOf5 . Arnounts falling due within one year 11 97,765 79,262 Totsl Assets Less Current Liabilitie5 150,729 132,474 Net assets 151,771 136015 Funds Restrict funds unrestrict funds Designated funds General funds 13 13 13 10.000 141.771 23,711 112,304 151,771 136,015 Totsl funds 151,771 136,015 For the year in question, the Charitab company was entilled to exemption from aLhJil undef section 477 of the Companies Act 2006 relalinq lo small comDanies. The members have not required the charilable company to obtain an audtt of its accounts for the year in question in accordance with section 476 of the Comoanies Act 20C6. The directors acknowledge their responsibilities for comptying wlh the requirements of th8 Companies Act 2006 with respect lo accountinq records and the preparation of accounts. These accounts have been prepared in ac£ordance with the provisions applicable to companies subject to the small companies rwjimé These financial statements were approved by the trustees on ... . and are signed on their b8haif by.. Warren Gembedir Chair oFTrusLee5 The notes on pages 31 to 40 Form parl oFthese Financial statements ANNUAL REPORT 202312024129
AGE UK SOUTH GLOUCESTERSHIRE Statement OF cash Flows Year Ended 31 March 2024 ageuK AGE UK SOUTH GLOUCESTERSHIRE LTD Company number.. 05464737 2024 2023 Cash g•n•rat•d from op•ratlng actlvltl8s Net cash inflowlloutllowl for the year 31,061 31,061 162,7311 62,731 Reconciliation of net rnovement in funds to net cash flow In operatlng actlvltles 2024 2023 Statement of Financial Activities". Net movement in funds Decreasellincrease) in debtors Increaselldecrease) in creditors Depreciation Net cash flow from operating activities 15,756 15,6971 18.503 2.499 31,061 1137,6491 26,045 46.373 2.500 62,731 Analysis of changes in cash flow during the year 2024 2023 Change Cash at bank and in hand 196,200 165,139 31,061 2023 2022 Change Cash at bank and in hand 165,139 165,139 227.870 162.7311 62.731 227,870 Cashflow Restrictions Charity law prohibits the use of net ¢ash inflows on any ernjowed or other Rslri¢ted fvnd to oftset nel ¢ash oufflows on any fund outside its own Objects. expt on special authority. In pr¢Ctice. this restriction has not had any effect on cashfiows for the year. The notes on pages 31 to 40 Form parl oFthese Financial statements ANNUAL REPORT 202312024130
AGE UK SOUTH GLOUCESTERSHIRE Notes on accounts Year Ended 31 March 2024 A¢tounting policies al Basis of prèparation The financial statements have been prepared in accordance the wtth the historical cost convention (except where otherwise stated in the accounting policy nolel and in accordants wth the Statement of Recofflmended Prath... Accounting and Reporting by Charities preparing their accounts in accordance wlh the Finanaal Reporting Standard applicable in the UK and Republic of Ireland IFRS 102) issued in October 2019. and the Finanal Reporting Standard appliuble in the Unrted lQ'ngdom and Republic of Ireland IFRS 1021, and the Companies Act 20CI5. b) The charity is a public benefit entity as defined under FRS102. cl The post COVID economic climate has created some UnrtaInty about the ability of all charities lo continue some servi$ in the future. However. the Trustees have robust financial monitoring systems in place (see 'Financial risk, on page 111, which enable risks to be monitored. so that mitigating action can be taken to minimise these risks. Interim action has already been taken lo suspend some servi5 and adapt others and rf any ServIS tecome un5ustsinable the Trustee5 will take action lo control expenditure further. The Trustees are confident that these measures, rf required. will ensure that the charity remains able lo conts.nue as a going concem. dl Income Legacies. donations or grants becoming available to Aqe UK South GbucesleTshire during the accounting period are recognised in the Financial Slalements for the period.. where conditions are required lo be fulfilled prior to receipt or use these items would not be recognised before such conditions weie fulfil. el Expenditure Expenditure is recognised in the period in which il is incurred. Expenditure indudes attributable VAT which cannot be recovered. Governance costs are those incurred in compliance constitutional and statutory requirements, these are induded wthin charitable activities. fj Fixed assets Expenditure on tangible assets is capitalised rf c05t of any item exceeds £5.0Tr). Fixed assets are included at cost less depreciation. Depreciation is calculated so as to write off the cost of an asset. less its esbmaled residual value. over the useful life of that asset on a 25% p.a. straight line basis. Assets gffted are recognised at market value and in accordinante with the Trustees, assessment and in compliance with the Charity SORP. gl Debtors Trade and other debtors are recognised al the settlement amount due after any trade discount offered. Plepaymenls are valued at the amount prepaid net of any trade discounts due. h) Cash at bank This includes cash and short-temi hhlY liquid investments with a short maturity of three months or 5S from the date of acquisition or opening of the deposrt or similar account. il Creditors CdItorS and provisions are rer-ognised where the charity has a present oblKJation resulting from a past event that will probabty result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are nomially recognised at their Settment amount after alk)Vng for any trade discounts due. il Unrestricted funds Unrestricted funds are donations and other income received or generated for the objecls of the charity without further specified purpose and are available as general funds. kl Designated lunds DesKJnaled funds are funds set ashle by the tnJslees out of unresthcted general fvnds for specrfic fvture purposes or projects. 11 Restricted fund5 Reslricled funds are to be used for specific purpose5 as laid down by the donor. Expendrture whi¢h meets these criteria is identified lo the fund, together with a fair allocation of management and 5UPPOrt ¢ts. m} Operating Leases Rentals applicab lo operating lease agreements where substanlialty all of the benefits and risks of ownership remain with the lessor are char9ed against profits on a slraighl line basis over the period of the lease. ANNUAL REPORT 202312024131
AGE UK SOUTH GLOUCESTERSHIRE Notes to the Financial statements Year Ended 31 March 2024 Accounting policies (continued) n) Defined pension contributions In acccsrdance with the Pensions Act (2rxJ81, all qualifying stsff are automalicalty enrolled in the Company Pension Scheme, ensuring that the statutory minimum contribution requiren*nts are mel. ol Assets gffted are recognised at market value and in accordinance with the Trustees, assessment and in ¢omplianee with the Charity SORP. Donations and Legacie5 Unrestricted Funds Restricted Funds Total Funds 2024 Donations Legacies 32,728 8,035 32.728 8,035 40,763 40,763 Comparative Figure5 2022123 Unrestricted Fund5 Restricted Funds Totsl Funds 2023 Donations Legacies 455 455 5,899 5.899 ANNUAL REPORT 202312024132
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 Charitable activities {income} Unrestrlcted Funds Restrlcted Funds Total Funds 2024 Age UK Warm Homes Cost of Living Response Fund Digital Champions Brand Partnership Grant 33,500 40.Tr)0 36,000 33,500 40.000 36,000 10,000 10,orxi South Gloucestershire Council Better Care, Stronger Cofflmunrties Equalities Voice Improving Homes and Wellbeing Welcome Home Cost of Living Activity Day Centre Contracts Roadshow and Engagement Soiith p.1oiir4t.rshlr. AdvirAh. Sprvi. 56,470 12.117 57.901 34.632 28,800 56,470 12,117 57,901 34.632 28,800 120,681 2.478 120.681 2.478 Other Grants St Mon1 Trust.. Peer lo Peer Befriending Dolphin II&AI Fuel Povety Coronation Fund auartel Community Foundation: EXpsS Grant Catalyst Fund Lottery Routes 2 Wellbeing Cost of Living Wessex Water Thornbury Town Trust We Sport Garfield Weston Client charges Private Day Servi$ 20.000 15,000 10.000 500 20.000 15,000 10,000 500 3,000 5.000 3,000 5.000 2.000 69.953 2,000 69.953 3,000 550 32.947 30,000 5SO 32.947 102.998 102.998 Other Sale of Assets Gift Aid Claims Fundraising Mistsllaneous Income 60 872 4.923 265 60 872 4,923 265 273,349 488,894 762,243 ANNUAL REPORT 202312024133
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 Charitablè activities {incom•l (continuod) Comparative Figures 2022123 Unrostrlcted Funds Restrlcted Funds Total Funds 2023 Age UK Wami Homes Brand Partnership Grant 33.499 33.499 10.000 10.000 South Gloucestershire Council Better Care, Stronger Communilies Equalities Voice Improving Homes and Wellbeing VCSE Strategic Developments Activity Day Centre Contracts Contract Home Visits South Gloucestershire Advice Servi 54.900 12.117 2.500 2.000 54.900 12,117 2,500 2.000 203,246 8,350 28,596 203.246 8.350 28.596 Other Grants St Monica Trust.. Peer lo Peer Befriending Dolphinll&AI Fuel Povety Quartet Community Foundation: Express Grant Catalyst Fund Wessex Water Thornbury Town Trust Digital Champions We Sport Job Retention Scheme HMRC Kickstarter Funding 20.000 7.500 2.000 20,000 7,500 2,000 10.000 10,000 10,000 10,000 3,000 550 36,000 46,053 292 6,211 550 36.000 46.053 292 6.211 Client charges Shopping Foolcare Private Day Servi$ MCSTNCST 2.030 2,887 2,030 2,887 338 Other 59 230,462 59 502,130 271.668 Total Funds 2024 Total Funds 2023 Charitsble activitiès (eXnditUr• other Staff Salaries Other 51aff costs Grants paid Direct costs Premises Running costs Advertising and promotion Consultancy Legal & professional fees Independent examination fees Depreciation S72,758 34,350 13,109 32.629 45.022 48.115 1.195 36.939 446 3,436 2.499 487.007 26,328 45,377 45,319 25.334 871 9,958 3,351 2,500 790,498 646,13S ANNUAL REPORT 202312024134
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 Net Income for the year This is ststed after charging.. 2024 2023 Independent examinefs remuneration 3.436 3.351 None of the Trustees r1Ved any remuneration durif the year or the previous year. No expenses were reimbursed to any Trustees Ojring the year or the previous year. Donations lotslling £1,000 yre made by Trustees. Key Management Personnel and Telated part$ during the year {2023'. £1.0001. 6 Staff costs and numbers The aggregate payroll costs were.. 2024 2023 Wages and salaries Employerfs National Insurance Stsff Pension Employerfs Contributions 517,405 32.769 22,584 437,930 27,553 ?1,614 572.758 487,097 No employee received emoluments of more than £60.0Tr). The Key Management personnel of the Chanty. as previousty staled in the Truslees. Report. comprise ofthe Chief Executive Offitsr, the Finan Manager and the SeNitss Planager. The total payroll cost (induding Employers. Nl aThl Pension contribub"on5) of the Key Management personnel was £132.391 120241 and £132,24212023}. The total amount of lenInatiOn pawnents in the yearwa5 £Nil {2023'. £14.932)- The average weekty number of employees during the year. calculated on headnt, was as follows.. 2024 No. 2023 No. Central and management Direct charilabte 26.0 21.3 29.0 24.3 7 Ta10n The charity is exempt from corporation tax on its charitable actrvities. ANNUAL REPORT 202312024135
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 8 Comparatlve funds 2022123 Unrestrirted Funds R8Stricted Funds Total Funds 2023 Income from Donations and legacies Charitable activiti@s Investment income 5.899 230,462 457 5,899 5)2,130 457 271,668 Total income 236,818 271,668 5J8,486 Expenditure on Charitsble activities 373.467 272,668 PA6,135 Total expendlture 373,467 272,668 646.135 N•t Incomd{•xp•ndltur•l (136.6491 (1.Crf)01 {137.6491 Transfers behveen funds Net Movement in funds 136.649 1,000 137,649 Reconciliation of funds- Total funds at 1 April 272.664 1.000 273,664 Total funds at 31 March 9 Tangible fixed assets Offlce Equipmént Total Cost Al 1 April 2023 Additions 44.914 44.914 Al 31 March 2024 44.914 44.914 D•pr•ciation Al 1 April 2023 Charge for the year Al 31 March 2024 41.373 2,499 41,373 2,499 43,872 43.872 Net book value Al 31 March 2024 1.042 1.042 Al 31 March 2023 3.541 3.541 ANNUAL REPORT 202312024136
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 10 Debtors 2024 2023 Trade debtors Prepayments Accrued ineome 17.632 3.184 31.478 20,480 5,416 20,701 52,294 46.597 11 Cr•ditors= amounts falling duè within one yèar 2024 2023 Trade creditors PAYEINI liability Acuuals and deferred income 10.976 9.572 77.217 7,954 8,909 62,399 97.765 79.262 12 Movement in lunds At 01-Apr 2023 At 31-Mar 2024 Income Exp•ndltur• Transfers Restricted funds Digital Champions Wesport SGC South Gloucestershire Advice SGC Better Care, Stronger Communities SGC Welcome Home SGC Cost of Living SGC Roadshow & Engagement SGC Equalities Voice SGC Improving Homes and Wellbeing Sl Monica Trust (Peer lo Peer BefriendirvJ) Sl Monica Fuel Poverty Sl Monica Coronation Fund Lottery- Routes 2 Wellbeing Lottery- Cost of Living Sl Monica Trust- Dolphinll&A} Age UKJEon Warm Homes Age UK Cost of Living Response Quartet Community Foundation Icatslyst Giants I {36.0001 132.9471 128.J9GI 156,4701 134.6321 128.8001 12,4781 112.1171 157.9011 120,0001 110.0001 (5001 12.0001 169.9531 115.0001 133,5001 140.0001 18.0001 32.947 56.470 34.632 28.800 2.478 12.117 57.9)1 20.000 10.cNJO 500 2.000 69.953 15.000 33.500 40.000 488,894 488.894 Unrestri¢led funds Designated funds General funds 113,7111 13,711 10,000 141,771 112,304 317.360 1301.6041 301.604 317.360 151,771 Total funds 81%.254 7,498 151,771 ANNUAL REPORT 202312024137
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 12 Movement in lunds Icontinuedl Age UK IEon Wami Homes Grant.. This grant was receNed via Age UK to contribute towards other benefits advice which is not funded by other sources. Age UK Cost of Living Response Fund.. This grant vras received via Age UK to meet urgent need and demand as older people struggle with the devastating impact of the increasing Cost of living. Age UK Digitsl Champions Programme: Funding reorvea to nelp enab an¢J empower oiaer peop to asS digitsl technology. Quartet Communty Foundation Icatalyst Grant) '. Sl Monica TrustlDolphin Society This grant supports the Income and Advice service provided by Age UK South Gloutsster by heping fund its core rSts. SGC Cost of Living Support Grant.. Additional funding to provide more beneffts advi. SGC VCSE Strategic Developments '. A one off grart to provide additional support. South ClouStershIre Advi servi.. This project is fund&1 by SGC as part of a commissioned Servi from the South Gloucestershire Advice Consortium, whith is delivered in partnership with Avon & Bristol Law Centre, Talking Money, North Bristol Advice Centre and South Gloucestershire CilrLens PdVIr Bureau. UK South Gh)uceslershlre provides a home visrting benefits advi service across the local authortty al. SGC Better Care, Stronger Communities Grantr. Maintsining Heah & Wellbeing in later lrfe.SGC fund a project lo develop volunteering activities that will address loneliness anj isolation amongst older ople. SGC Equalrties Voice SLA.. SGC fvnd part of the cost of staff salaries relating to la} strategic involvement via involvement in groups and forums. Ib) raising awareness of and sharing information about older people's issues and Icl the promotion of partnership working. SGC Welcome Home .' A joint project wilh Southern Brooksto provKle preactical and soual support for people returning home from hospitsl after illness. surgery or accident. SGC Improving Homes and Wellbeing.. This fundins is used to assess homes of disrepair, belonging to older people in South Gloucestershire and, enable necessary improvemerts to be carried out. SGC Roadshow and Engagement '. Grant lo raise awareness of the counal's age friendly communities initiative. st Monica TrusVDolphin Soci@ty-3 Y@ar Grant @nablng provision of SPla11$t b•n•fits advi¢•. St MoniGa Trust Coronation Fund.. FundiTh3 to enable Goronation celebrations for the actrvity day cEntres. Sl Monica Trust Fuel Povety". To assist with heating bill and keeping wami. Sl Monica Trust (Peer lo Peer Befriending).. Matching a befriendirMJ volunteer to individuals to decrease social isolation and increase mental health and wellbeing. Wesport Live Longer Better.GP Surgery Supported ¥Valking Groups". Funding for a community based approach lo Ageing well via the driver of increased physical activity. especial fc( people who have not taken part in exercise for some time, are nervous about walking alone or don't feel ready yet to join a Walking for Health programe. Lottery- Routes 2 Wellbeing". Funding of upfront recrJitmenl costs for 2024125 3 year funded projecl, primarily an outreach project to r&engage okler peop in the communty and reduce isolation. Lottery- Cost of Living.. One year fvnding lo supoortthe existing beneffts advi servicÈ. HMRC Kickstarter Funding.. SubsKlies for the Creati and support of employemnl for long term unemployed young people. Job Retention Scheme Fuling.. part of an emergen.ry response to CovKI-19 to ease workforce pressures in adult social care. ANNUAL REPORT 202312024138
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 12 Movgment in lund$ l¢ontinu8dl Designated funds.. These funds have been set ashle lo pay for the followng.. Redeeoration of Thombury office 10.000 10.000 DesHJnaled Funds were reduced d(Y4vn to £10,OC(I fOlknn9 a discussion of the Trustees. This was deemed an estimate for redecoration costs of the current premises shouhj the chartty move in the future. Comparative Figures 2022123 At 01-Apr 2022 At 31-Mar 2023 Income Expenditure Transfèrs Rèstrlcted funds Digital Champions We Sport SGC VCSE Strategic Developments SGC South GIOUStershIre Advice SGC Better Care, Stronger Communrties SGC Equalities Voice SGC lrnproving Homes and Wellbeing Sl Monica Trust- Peer lo Peer Befriending Sl Monica Trust (Fuel Poverty Grant) Sl Monica Trust (Dolphin I&A} HMRC Kickstarter Funding Age UKIEon Warni Homes Job Retention Scheme Grant Quartet Comm¢Jnty Foundation (Catslyst Grant) {36.CKJOI 146.0531 12.0001 128.5961 154.9001 112.1171 12,5001 120.0001 118.0001 17.5001 16,2111 118.4991 (2921 {20.CN)01 46.053 2.000 28.596 12.117 2.500 20.000 17.000 7.500 6.211 18.499 292 272 668 Unre5tri¢ted funds Designated funds General funds 3.711 248.953 23.711 112.304 236,818 1373.4671 373.467 212,664 236,818 136,015 Total funds 213,664 508.486 646,135 136.015 ANNUAL REPORT 202312024139
AGE UK SOUTH GLOUCESTERSHIRE Notes on Accounts Year Ended 31 March 2024 13 Analysls of net assets between funds Tangible Fixed assèts Other Net assets Total Restricted funds Unrestricted funds Designated Unrestricted Grants General funds 10,OTrJ 10,000 1.042 140,729 141,771 1,042 150,729 151,771 Comparatlve Figures 202Z123 Tangible Fixed assets Other Net assets Total Restrlcted funds Unrestricted funds Designated General Funds 23,711 108,763 23,711 112,304 3,541 3.541 132,474 136,015 14 Commitments under operating leases Al 31 Mafch the company had aggregate minimun payment c)mItinents under non-cancellable operating aSeS as sel out below Annual Amount Dgtails P*riod Frèquèncy Thornbury Town Council (Premises) Sep23 15,1 Quartety 3,789 Detalls 2024 2-5 yea <1 year 3,789
5 yea Thornbury Town Counal (Premises) Details 2023 24 yèays <1 year 5 years Thornbury Town Counul (Premises) 3.789 15 Company limited by guarantee The company is limited by guarantee and as suci has no issu&J share capital. In the event of the company being wound up the liability of the members is limrted to £1 each. ANNUAL REPORT 202312024140
AGE UK SOUTH GLOUCESTERSHIRE ageuK IOLUNTF Our Contact Details InFormation and Advice Service inFo@ageuksouthglos.org.uk 01454 411707 opt.1 BeFriending and Reconnect beFriending@ageuksouthglos.org.uk 01454 411707 opt.2 Day Services dayservices@ageuksouthglos.org.uk 01454 411707 opt.3 Digital Inclusion digital@ageuksouthglos.org.uk 01454 411707 opt.4 Walking Project wall<ing@ageuksouthglos.org.uk 01454 411707 opt.5 Improving Homes and Wellbeing Service improvinghomes@ageuksouthglos.org.uk Welcome Home welcomehome@ageuksouthglos.org.uk ANNUAL REPORT 202312024141
t01454411707 e inFo@ageul<southglos.org.ul< 67 High Street, Thornbury, Bristol, BS35 2AW www.ageuk.org.uk/southgloucestershire