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Supporting you
and your local
community in
later liFe
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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. ex￿pt 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 Finan￿al 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 Un￿rtaInty 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 servi￿5 and adapt others and rf any ServI￿S 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 h￿hlY 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
C￿dItorS 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 Sett￿ment amount after alk)V￿ng 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.1oiir￿4t￿.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:
EXp￿sS 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 (eX￿nditUr•
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 r￿1Ved 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 y￿re 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 le￿nInatiOn pawnents in the yearwa5 £Nil {2023'. £14.932)-
The average weekty number of employees during the year. calculated on head￿￿nt, was as follows..
2024
No.
2023
No.
Central and management
Direct charilabte
26.0
21.3
29.0
24.3
7 Ta￿￿10n
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 a￿sS 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 r￿Sts.
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 Clou￿StershIre 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 Hea￿h & 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 SP￿la11$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 Fu￿ling.. 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 fOlkn￿n9 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 GIOU￿StershIre 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