AGE UK TAMESIDE
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Charity registration number 1142364
Company registration number 07535629 (England and Wales)

AGE UK TAMESIDE
LEGAL AND ADMINISTRATIVE INFORMATION
Trustees
Mr Robert Needham
Mrs R S Thompson
Mrs J Woodward
Mr P Chester
(Appointed 23 November
20231
{Appoinled 23 November
20231
Ms J Sheppeck
Secretary
M Thorpe
Charity numbgr
1142364
Company number
07535629
Registered off Ice
131 Katherine Street
Ashlon-under-Lyne
Greater Manchesler
OL6 7AW
Auditor
Champion Accountants LLP
7-9 Slalion Road
Heskelh Bank
Pieslon
Lancashire
PR4 SSN

AGE UK TAMESIDE
CONTENTS
Page
Trustees, report
Slalemenl of Iruslees, responsibilities
Independent audilorfs report
9-11
Slalemenl of financial activities
12-13
Balance sheet
14-15
Notes lo the financial slalemenls
16-28

AGE UK TAMESIDE
TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT)
FOR THE YEAR ENDED 31 MARCH 2024
The Iruslees present their annual report and financial statements for the year ended 31 March 2024.
The financial slalemenls have been prepaied in ac¢ordan¢e wilh the accounting policies sel out in the notes 1 10
the financia1 statements and comply with the ¢harity's governing document, the Companies Act 2006 and
"A¢cDunling and Reporting by Charities.. Slalemenl ol Recommended Practice applicable lo charities preparing their
a¢¢ounls in accordance with the Financial Reporting Standard applicable In the UK and Republic of Ireland IFRS
1021" {effeclive 1 January 2019).
Objectives and activities
The objects and powers of the organisalion are governed by the Articles of Association. The Charity's registered
office is 131 Katherine St, Ashlon-under-Lyne. Tameside. OL6 7AW.
The policies and general management of the Charity's activities are directed by the Board of Trustees which meets
a minimum of six limes per year and delegate responsibility foT the delivery of policy and general management lo
The Chief Executive Officer Marcia Thorpe.
The Board of Trustees is responsible for the overall governan￿, management and control of the organisalion,
working with the Chief Executive Officer ICEOI and Senior Management Team {SMTI on strategic and
organisalional development.
The SMT name, role and function has been reviewed and replaced with the Leadership Team {LD with a newly
developed Terms of Referen¢& and meeting s¢hedule.
Decisions about day-lo-day operations are taken by the CEO and the SMT., decisions on mallers of significant
impli¢alions incSuding health and safely, safeguarding and legal compliance le.g., Data prolecliDnl are brought to
the Board ofTrustees.
Publlc Benefit
The Board of Trustees gives Tegard lo the Charity Commission guidelines on Public Benefit. The description of
achievements and performance in the following sections ol the report aim lo describe how the income generated via
a lange of sources is best allocated lo meet the public benefit of the population Ihe ChaTily exists lo serve, namely
older people in and around the area ofTameside.

AGE UK TAMESIDE
TRUSTEES, REPORT {INCLUDING DIRECTORS. REPORTI (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Achievements and performance
Aga UK Tameslde Services
The Charity has managed lo secure all of its core services funded by the Tameside Melropolilan Borough Council,
and the Inlegraled Care Board, Greater Manchester, we have launched a new foolcare enterprise. which is
outperforming ils Customer and financial annual largels. The Reaching Communities Lottery funding is in its final
year for the Get Up & Go SeFViGe, and we have devised a service exil plan selling out the provision of mental heallh
support lor older people once the funding ceases lo relain elements ol the service beyond the 5 year funding term.
We have also devised a detailed growth plan for the 131 Club which despite positive growth over t1￿ financial year,
the Club is still underperforming. We have secured external funding from Greater Manchester Community Voluntary
Organisalion IGMCVOI lo support a new full lime 131 Club promotional role for 2 years. This role will be dedicated
lo increasing the Club CLJslomer base, we will see the positive outcomes of this over Ihe next financial year when
the funding we have secured is released.
On¢e again there has been a significant increase In the demand for our Information and Advice Service. some of
which is being driven by national, regional and lo¢al media promotion of the pension credil welfare. TMBC have
funded a part lime Advisor, seconded lo the service lo help deal with this demand and Age UK England continue lo
provide a national Information & Advice Helpline.
Communlty Support
The Community Support Service provides practical support lo older people in their own homes, this includes those
who have recently been discharged from hospital, lost their confidence, feel lonely and isolated or need additional
support lo engage with local community groups and aclivilies. This service Continues lo be funded by Tameside
MBC.
Informatlon. Advice and Advocacy
Our Information and Advice service funded by TMBC provides free assistance for welfare benefils and slatulory
support enlillemenls. The Next Steps Employability Programme is also part of the team as another way for clients to
access support lo maximise their income and is funded by the National Lottery.
DgmBntla Servlce
We continue lo provide Maintenance Cognitive Stimulation Therapy IMCSTI groups for people living with early
onset Dementia. Working in collaboration with the Dipak Drisli Community Group. supporting a Gujarali speaking
client group for one Df the groups and an open group for the olher MCST programme we deliver, both from our
Centre base.
Falls Preventlon
Our Falls Prevention Programme provides in the home assessment for aids and adaplalions, access lo an 8 week
falSs course, follow on classes delivered in our Dance and Fitness Sludio and aftercare SUPPDrt lo help course
participants continue with stienglh and balance exercise and integrate course learning into their everyday lives lo
prevent a further fall, improve mobilily and increase independen￿. This year we have worked with racially diverse
communities lo increase their ability lo access the course.
Wlnter Warm
This year the Wnl&r Warm initiative ran from January lo March 2024 and was funded by the National Lollery, we
provided free lunches Monday lo Friday together with a Imnler Warm Hub where older people could slay al the
Centre lo watch television, listen lo the radio, read or surf the nel in a warm cozy environment with refreshments.
As well as providing winter woollies hals, gloves, socks, blankets and slay warm advi¢& and information.

AGE UK TAMESIDE
TRUSTEES, REPORT {INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Free Lunch Friday
This year we have secured a Sponsor for our Flee Lunch Friday Club. The Lunch is provided via a booking system
and includes a home cooked 2 course meal with refreshments.
Appreclatlon and Thanks
The Charity would like lo thank ils staff team for their continued ¢ommilmenl lo delivering high quality services lo
oILler people living in Tam6side and for working in ways that help lo create and sustain a positive work environment
for all. To ils volunteers for their hard work, loyally and dedication. To the Board for living up lo the responsibilities
ol good governance and leadership. as we look forward lo celebrating 50 years ofAge UK Tameside next year. We
would also like lo thank those local businesses for supporting our work through our 365 Supporters Club, Unilrack
Powder Flight Ltd. MAP Performance Ltd, Northern Security and lo Tony Orrell, local businessman, neighbour and
long standing friend of the Charity for sponsoring Free Lunch Friday.
Flnancial review
Financial Management and Reserves Policy
During this financial year the Board of Trustees review the Charity's activities and financial position in the following
ways..
Allencl a one day Strategic Workshop with tho Leadership Team lo review the l&s15 year strategic plan and
sel out the pathway for the ChaTily's Slrale9y for 2024.
The Treasurer and Finance Office have an annual meeting schedule. to sel budgets. discuss management
accounts, monitor incomelexpenditure.
The Trustees regularly review the Charily's activities and financial position with regard lo the level ol
commitments in respect of contracted services, the staffing profile, property and expected future needs and
opportunities. The review focuses on future years income forecasts and planned expenditure, analysis of
contingencies anlicipaled, existing and new challenges. vulnerabilities and risks and their Potential impact and
likelihood. New ¢hallenge5 focus on the uncertainties and deslabilisalion in the development of the personalisalion
agenda and the massive government changes taking place in slalulory sliuclures and delivery. as well as the
impact of the economic situation generally and locally. 11 has been identified that lo provide for three lo six months
unreslricled direct charitable costs, unreslricled reserves should be in in the rage £129,000 to £258,000 based on
2024 actuals for direct charitable unreslricled funds lexcluding designated funds) being 3-6 months. worth
The results for the year show a deficit of £112.490, leaving free funds of £107.127 representing 4fj.5Qh of
the required ieservos.
The Trustees continue lo monitor this position and endeavour lo build general funds towards Ihls largel
Investment Policy
The Charity holds investments as described in the notes lo the Accounts and monitors the performance of these
funds. A large proportion of the amounts shown as 'Cash and Bank. on the Balance Sheet is actually thposited in a
number of bank accounts, including deposit accounts which allracl the best interest rates available for the term ol
the deposit.

AGE UK TAMESIDE
TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Rlsk Management
Age UK Tameside maintains a ¢omprehensive Risk Register. This document is supported by a Risk Management
Plan. The Board monitor the Risk Management Plan al quarterly intervals. Risks are measured using a traffic light
system. Where risks are recorded as red or high priorily, the Board agree miligaling action lo address and reduce
the level of risk.
Quallty
Age UK Tameside aims lo achieve the highest possible standards during the financial year we successfully secured
Ag& UK England Chairty Quality Siandards ICQS) following and in-depth assessment ancl onsite inspection as well
as the Quality Mark for our Informalion and Advice Service, which includes a mystery shopper test and Client file
audit, bolh are valid for 3 years. We continue lo relain the local Action Together Quality Award.
Structure. governance and management
Age UK Tameside is a Charitsble Gompany limited by guarantee, company registration number 07535629, Charity
regislialion number 1142364.
The Charity was established for the following purposes for the benefit of the public andlor older people in and
around Tameside..
Preventing or relieving the poverty of older people
Advancing education
Preventing or relieving sickness, disease or suffering in older people Iwhelher emDtional. mentsl OT
physicall
Promoting equality and diversity
Promoting the human rights of older people in accordance with the Universal Declaration of Human Rights
Assisting older people in need by reasori of ill-heallh, disability, financial hardship, social exclusion or other
disadvantage
Such chaiitable purposes for the benefits of older people as the Iruslees may from Ilme to lime decide
The outcome of this being the wellbeing of older people
The Iruslees. who are also the directors for the PLsrpose of company law, and who served during the year and up lo
the dale of signalure of the financial ststements were..
Mr H Smith
(Resigned 23 November 2023}
Mr Robert Needham
Mrs R S Thompson
Mrs J Woodward
Mr C Biddle
Mr D Chauhan
Mr P Chester
Ms J Sheppeck
(Resigned 25 April 20241
(Resigned 23 NovembeT 2023}
(Appointed 23 November 20231
(Appoinled 23 November 20231

AGE UK TAMESIDE
TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Recrullment and appolntment of the new Trustee5
During this financial year the Board focussed ils activities on embedding a new board and participated in a strategic
review workshop with the Leadership Team. As well as some training activities for the Treasurer and mentorship
with long standing Board members. Th6 service PTDvided by the Trustees is a voluntary one and the Trustees did
not receive or waive any remuneration or benefits for the seivices they gave during the year.
Age UK Tameside also conducts business with ils associates within the Age England Association and with Age UK.
Inductlon and tralnlng of new Trustees
Any potential new Trustees submit an expression of interest and allend a welcome meeting with a Current Trustees.
this meeting focusses skills and experiences they may bring lo support the Charities objeclives.
New Trustees then attend a fomial inlroduelion with the CEO where they are guided through a presentation about
the Charities history ID current day, talk through the Strategic Plan, Scheme of Delegation. tour the building.
facilities, meet staff and volunteers. Al this lime new Trustees also complete Personal Contact Forms, Conflict of
Interest Declaration forms. Fil and Proper Person Declaration and receive the Charity Commissions recommended
Effective Governance Handbook.

AGE UK TAMESIDE
TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Organisational Structure and D8clslon Making
The charity has 22 salaried staff and 11 volunteers. The Board delegate responsibility for the day-lo-day operations
and implemenlalion of the strategic plan lo Marcia Thorpe, Chief Executive Offi¢er ICEOI. The Board and CEO are
governed by a Scheme of Delegation.
The Leadership Team is now established with a further review of the new Enterprise Development Manager role.
This role no longer has line management responsibility for the Customer Service Team and has been changed to
the Fundraising and Enterprise Manager so the post holder can focus on securing new unreslricled ¢orpDrale
income. The Leadership Team. comprises of the CEO, Finance Officerlchaiity Accountant, the Services Director
and Fundraisin9 and Enterprise Manager.
Decision making within the Charity is informed by ongoing assessment of the internal and exleTnal environment
from a local perspective through information gathered by our inclusion in strategic forums, community networking,
older people consullalion events and ac¢6ss lo slalislical data, as well as through partner relationships with
likeminded Charities, Failh Groups and our long-eslablished working relationship with Commissioners.
Decision making is influenced from a national perspective through a strong relationship with Age UK groups across
Greater Manchester and the Northwest of England. The organisalion also benefits from the Brand Partnership
Agreement with Age UK England, these benefits include training, service development, access lo research.
business modelling, access to grants, marketing and public relations.
Age UK England are in the final stages of presenting the new Brand Partnershlp, activities this year have focussed
on webinars and special interest groups lo explore and review draft Brand Partnership Agreements, which the CEO,
Finance Officer and Chair have participated. Age UK England has commilled to publish the Brand PartrErship
Agreement for final Board approval December 2024.
The Board make key decisions on..
financial mallers and capital expenditure in excess of £5,000
growth opportunities
Servi￿ closures
a15ocalion of reselves
risk management
organisalional development and structure
The Chief Exe¢ulive Officer provides relevant information lo the Trustees which help inform their decisions. The
Chief Executive OffI￿r has delegated resptsnsibilily lo deliver the agreed strategic objectives with the Charities
management team.
Service Performance, Health and Safely, Safeguarding, Information Goveinan¢e, Client Feedback, Complaints,
Finance Management and Budget Reports are slanding agenda items for Board meetings. There are several key
performance indicators lo assist the Board lo monitor performance and identify under performance, so they can
agree remedial actions.

AGE UK TAMESIDE
TRUSTEES, REPORT {INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
staffing and Resources
Age UK Tameside constsnlly reviews the balance and affordability of staff and volunteers against increasing
demand for our services. This review information is used to identify the need for new posts, staff developments,
targeted volunteer recruitment campaigns and organisalional reslruclures.
Charlty Ethos
All Age UK Tameside staff and volunteers share a common goal-, lo support older people slay as independent as
possible and maintain a good quality ol life. Since lunching our 'Living the Values, in May 2018, they are now lully
embedded into the everyday work of charity and a major part of the induction process and ongoing coaching or the
staff team, our values are:
We Take Pride in What We Do
We Strive for Excellence
We Pul People First
WeAct with Inlegrily
We Respect Others
The nominated staff representation group 'The Middlers, have sueeessfully produced a fundraising calèndar. sel up
an outdoor wellbeing space foi staff and volunteers, delivered wellbeing a¢livilies to support stsff mental health,
organised 2 staff outings and launched a new Charity review newsleller.
Audltor
In accordance with the company's aTlicles, a resolution proposing that Champion Accountants LLP be reappointed
as auditor of the company will be pul al a General Meeting.
The Iruslees. report was approved by Ihe Board of Trustees.
Mr Robert Needham
Trustee
rs J Woodward
rustee
Date..
/3_ 12- Zo2

AGE UK TAMESIDE
STATEMENT OF TRUSTEES, RESPONSIBILITIES
FOR THE YEAR ENDED 31 MARCH 2024
The tiuslees, who are also the directors of Age UK Tameside for the purpose of company law. are responsible for
preparing the Trustees, Report and the financial slalements in accordance with applicable law and United Kingdom
Accounting Standards (United KingLfom Generally Accepted Accounting Practice}.
Company Law requires the Iruslees lo prepare financial slalemenls for each financial year which give a true and fair
view of the slate of affairs of the charily and of the incoming resources and application of resouices, including the
income and expenditure, of the charitable Company for that year.
In prepaTing these financial slalemenls. the Iruslees aTe required lo..
select suitable accounting policies and then apply them consistently..
observe the methods and principles in the Charities SORP.,
make judgements and eslimales Ihat are reasonable and prudent.,
slate whether applicable UK Accounting Standards have been followed. subject lo any material departures
disclosed and explained in the financial slatemenls.. and
prepare the financial statements on the going concern basis unless il is inappropriate lo presume that the charity
will continue in operation.
The trustees are responsible for keeping adequate accounting recoTds that disclose with reasonable accuracy at
any lime the financial position of the charity and enable them lo ensure that the financial slalemenls comp5y wlh the
Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking
reasonable steps for the prevention and dele¢lion of fraud and other irregularities.

AGE UK TAMESIDE
INDEPENDENT AUDITOR'S REPORT
TO THE TRUSTEES OFAGE UK TAMESIDE
Oplnlon
We have audited Ihe financial slalemenls of Age UK Tameside Ilhe 'charilable companycharity'l for the year ended
31 March 2024 which comprise the slalemenl of financial aclivilies, the balance sheet and notes lo the financial
slalemenls, including significant a¢counling policies. The financial reporting framework that has been applied in
their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting
Standard 102 Th8 Financial Reportirjg Standard applicab18 in Ihe UK and Republic of Ireland (United Kingdom
Generally Accepted AccDunling Praclicel.
In our opinion, the financial slatemenls..
give a true and fair view of the slate of the charitable company's affairs as al 31 March 2024 and of ils
incoming resources and application of resources, for the year then ended.,
have been prop&rly prepared in accordance with United Kingdom Generally Aceepled Accounting Practi￿.,
and
have been prepared in accordance with the requirements of the Companies Act 2006.
Basi5 for oplnlon
We conducted our audit in accordance with International Standards on Auditing IUKI IISAS IUKII and applicable
law. Our responsibilities under those standards are further described in the Audilofs responsNbililies for the audit ol
the financial slalemenls section of our report. We are independent of the charity in accordance with the ethical
requirements that are relevant lo our audit of the financial slalemenls in the UK, including the FRC'S Ethical
Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe
Ihal the audit evidence we have obtained is sufficient and appropriate lo piovide a basis for our opinion.
Concluslons relatlny to going concern
In auditing the financial slalemenls, we have concluded that the Iruslees. use of the going COn￿M basis ol
accounting in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertalnlies relating lo events or
conditions that. individually or collectively, may cast significant doubl on the charity's ability lo continue as a going
concern for a period of al least twelve months from when the financial statements are aulhorised for issue.
Our responsibilities and the responsibililies of the trustees with respect lo going concern are described in the
relevant sections of this report.
Other Informatlon
The other information comprises the information included in the annual report other than the financial statements
and our audilor's report th&reon. The Iruslees are responsible for the other infoimalion contained within the annual
report. Our opinion on the financial statements does not cover the other inlormalion and we do not express any form
of assurance conclusion Ihereon. Our responsibility is lo read the other information and, in doing so, Consider
whether the other information is materially inconsislenl with the financial stalemenls or our knowledge obtained in
the course of the audit. or otherwise appeals lo be materially misslaled. If we identify such material inconsistencies
or apparent material misslalemenls, we are required lo determine whether this gives rise lo a material misslalemenl
in the financial slalemenls themselves. If, based on the work we have performed, we conclude that there is a
material misslalemenl of this other information, we are required lo report that fact.
We have nothing lo report in this regard.
Matters on which we are required to report by exception
We have nothing lo report in respect of the following mallers in relation lo which the Charities (Account¥ and
Reports) Règulations 2008 require us lo report lo you il, in our opinion..
the inforrnalion given in the financial slalemenls is inconsislenl in any material respect with the Iruslees,
report., or
sufficient accounting records have not been kept,. or
the financial slalemenls are not in agreement with the accounting records., or
we have not received all the information and explanations we require for our audit.

AGE UK TAMESIDE
INDEPENDENT AUDITOR'S REPORT {CONTINUED)
TO THE TRUSTEES OF AGE UK TAMESIDE
Responslbllltles of trustees
As explained more fully in the slalement of Irus16es' responsibililies. the trustees, who are also the directors of the
charity lor the purpose ol company law, are responsible for the preparation of the financial slalemenls and for being
satisfied Ihal they give a true and fair view. and for such internal control as the trustees determine is necessary lo
enable the preparation of financial slalemenls that are free from material misslalemenl, whether due lo fraud or
error. In preparing the financial slatemenls, the Iruslees are iesponsible for assessing the charity's ability lo
continue as a 90ing concern, disclosing. as applicable, mallers related lo going concern and using the going
concern basis of accounting unless the Iruslees either intend to liquidate the eharilable company or to cease
opèrations, or have no realistic allernalive bul lo do so.
Auditor's responslbilities for the audit of the flnancial statements
We have been appointed as auditor under se¢lion 144 of the Charities Act 2011 and report in accordance with the
Act and relevant regulations made or having effecl Ihereunder.
Our objectives are lo obtain reasonable assurance about whether the financial statements as a whole are free ffom
material misslalemenl. whether due lo fraud or error, and to issue an auditor's report that includes our opinion.
Reasonable assurance is a high level of assurance bul is not a guarantee that an audit conducted in accoTdance
with ISAS IUKI will always delecl a material misslalemenl when il exists. Misslalemenls can arise from Iiaud or
error and are considered material if. individually or in the aggregate, they could reasonably be expected lo influence
the economic decisions of users taken on the basis of these financial slalemenls.
Irfegularilies, including fraud. are instances of non-compliance wilh laws and regulations. We design procedures in
line with our responsibilities, outlined above, lo delecl material misslalemenls in respect of irregularities. including
fraud. The exlenl lo which our procedures are capable of delecling irregularities, including fraud is detailed below..
-we obtained an understanding of the legal and regulatory frameworks applicable lo the Charity and the sector in
which Ihey operate. We determined that the following laws and regulations were most significant., the Companies
Act 2006, the Charities SORP IFRS 1021. Employment regulation and Health and Safely legislation.
-we obtained an understanding of how the Company are complying with those legal and regulatory frameworks by
making inquiries lo the management.
-we assessed the susceptibility of Ihe Charity's financial statements to material misslalemenl, including how fraud
might occur. Audit procedures performed by the audit engagement team included..
-Idenlifying and assessing the design effectiveness of controls management has in placè lo prevent and delect
fraud.
-understanding how those charged with governance considered and addressed the potential for override of conlrols
or other inappropriate influence over the financial reporting process.
-challenging assvmplions and judgements made by management in its significant accounting esllmales.,
-Idenlifying and lesling journal entries., in particular any joumal entries posted with unusual account combinations.,
and
-Reviewing material variation from our expectation in the income, expenses and balances. and
-Assessing the exlenl of compliance wilh the relevant laws and regulations.
There are inherent limitations in the audit procedures described above, and the further removed non-compliance
with laws and regulations is from the events and transactions reflected in the financial slalemenls, the less likely we
would become aware of it. Also, the risk of not delecling a material mis51alemenl due lo fraud is higher than the risk
of not delecling one resulting from error. as fraLJd may involve delibeiale ¢oncea1menl by, for example. forgery or
inherent misrepresenialions, or through collusion.
10-

AGE UK TAMESIDE
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE TRUSTEES OF AGE UK TAMESIDE
A further descriplion of our responsibilities is available on the Financial Reporting Council's websile al.. hllps-.ll
www.fr¢.org.uklaudilorsresponsibililies. This desciiplion forms part of our auditor's report.
Use ofour report
This report is made solely lo the ¢harity's trustees, as a body, in accordance with part 4 of the Chari119s (Accounts
and Reports) Regulations 2008. Our audit work has been undertaken so that we might slate to the charity's Iruslees
those Mallers we are required to slate lo them in an audilor's report and for no other purpose. To the fullest extent
peTmilled by law, we do not accept or assume responsibility lo anyone other than the charity and the charity's
Irustees as a body, for our audit work, for this report, or for the opinions we have formed.
Peter Buck FCA, DChA Isenlor Statutory Audltorl
for and on behalf of Champlon Accountants LLP
Chartered Accountants
statutory Avdltor
7-9 Station Road
Heskelh Bank
Preston
Lancashi
PR4 6SN
Champion Accounlanls LLP is eli9ible for appoinlment as auditor of the charity by virtue of ils eligibility for
appoinlmenl as auditor of a company under section 1212 of the Companies Act 2006.
11

AGE UK TAMESIDE
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2024
Current financlal year
Unrestricted Unrestricted
funds
funds
general designated
2024
2024
RestrS¢ted
funds
Total
Total
2024
2024
2023
Notes
Income from:
Donations and legacies
able activities
Age Uk
Assisting Older People
47,589
61,829
109.418
115,188
28,223
391,740
21.730
49,953
391,740
33,961
366,301
Other trading aclivilies
Investmen15
19,816
6,741
19.816
6.741
14,914
4,681
Total income
494,109
21,730
61,829
577,668
535,045
Expendlture on..
Raising funds
Charila
le
Assisting Older People
38,655
3.110
41.765
34,584
516,234
64.549
66,939
647,702
630,097
Total expenditure
554,889
67,659
66,919
689,467
664.681
Nel gainslllossesl on
investments
12
(6911
1691)
{2,4621
Net expendlture
161.471)
145.929)
{5,0901
1112,4901
{132,098}
Transfers between funds
98
11971
99
Net movement In funds
161,3731
{46.1261
14,991)
1112,490}
1132.0981
Reconclllatlon of funds:
Fund balances al l April 2023
168,500
831.904
30,698
1.031.102
1.163,200
Fund balances at 31 March 2024
107,127
785,778
25.707
918,612
1,031,102
The slalemenl of financial activities includes all gains and losses recognised in the year. All income and expenditure
derive from conlinuing aclivilies.
12-

AGE UK TAMESIDE
STATEMENT OF FINANCIAL ACTIVITIES (CONTINUED)
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2024
Prlor flnanclal year
Unrestricted Unrestricted
funds
funds
general
designated
2023
2023
Restrlcted
funds
Total
2023
2023
Notes
Income from-.
Donations and legacies
6,472
108,716
115.188
Age Uk
Assisting Older People
10,000
357,301
23,961
9,000
33,961
366,301
Other trading activities
Invèslmenls
14,914
4,681
14,914
4.681
Total income
393,368
32,961
108.716
535,045
Expendlture on..
Raising funds
Assisting Older People
34,584
444.963
34.584
630,097
49,122
136,012
Total èxpendlture
479,547
49,122
136,012
664,681
Net gainslllossesl on investments
12,4621
{2,462)
Net income
188,6411
116.1611
{27,2961
1132,0981
Transfers between funds
34,539
{15,5811
118.958)
Net movement In funds
{54,102)
131.7421
146,2541
1132.0981
Reconciliation of funds:
Fund balances at 1 ApTiI 2022
222,602
863.646
76.952
1,163,200
Fund balances at 31 March 2023
168.500
831,904
30,698
1.031,102
13-

AGE UK TAMESIDE
BALANCE SHEET
ASAT31 MARCH 2024
2024
2023
Notes
Flxed assets
Tangible assets
Investments
14
15
743,556
39.600
732,962
40,291
783.156
773,253
Current assets
Debtors
Cash al bank and in hand
37,331
148,292
20,211
272,546
185.623
292,757
Credltors: amounts falllng due within
one year
17
150,1671
134,9081
Nel current assets
135.456
257.849
Total assets les5 current Ilabllltles
918.612
1,031,102
Income fLtnds
Reslficled funds
19
25.707
30.698
Designated funds".
Designated other
Designated - Fixed Assets
2.624
783,154
58.651
773.253
21
785,778
107,127
831,904
168,500
General unreslricled funds
892,905
1,000,404
918,612
1,031,102
14

AGE UK TAMESIDE
BALANCE SHEET (CONTINUED)
AS AT31 MARCH 2024
The company is enlilled lo the exemption from th& audit requirement contained in se¢liDn 477 of the Companies Act
2006. for the year ended 31 March 2024, a51hough an audit has been carried out under section 144 of the Charities
Act 2011.
The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006
with respect lo accounting records and the preparation of financial slalements.
The members have not required the company lo obtain an audit Df ils financial slalements under the iequiremenls
of the Companies Act 2006, for the year in question in accordan¢e with section 476.
These financial slalemenls have been prepared in accordance with the provisions applicable to companies subject
to the small companies rggime.
The financial slalemenls were approved by the Trustees on
Ig-12 _20
Mr Robert Needham
Trustee
s J Woodward
ruste&
Company reglstratlon number 07535629
15

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Accountlng policies
Charity informatlon
Age UK Tameside is a private company limited by guarantee incorporated in England and Wales. The
Tegislered office is 131 Katherine Street, Ashlon-under-Lyne, Greater Manchester, OL6 7AW.
1.1 Accounting conventlon
The financial slalemenls have been prepared in accordance with the charity's Igoverning documenll, the
Companies Acl 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic Df
Ireland" l FRS 102,1 and the Charities SORP 'Accounling and Reporting by Charities.. Stslemenl DI
Recommended Practice applicable lo Charities preparing their accounts in accordance with the Financial
Reporting Standard applicable in the UK and Republic of Ireland {FRS 1021 leffeclive 1 JanL*ary 20191. The
¢harity is a Public B&nefil Enlily as defined by FRS 102.
The charity has taken advantage of the provisions in the SORP for charilies not lo prepare a Slalemenl of
Cash Flows.
The financial slalemenls are prepared in slerlin9, which is the functional currency of the charity. Monetary
amounts in these financial slalemenls are rounded lo the nearest £.
The financial slalemenls have been prepared under the historical cost convention. The principal accounling
policies adopted are sel out below.
1.2 Going concern
At the time of approving the financial slalemenls, the Iruslees hav& a reasonable expectation that the charity
has adequate resources lo continue in operational existence for the foreseeable future. Thus the tr￿lee$
continue lo adopt the going concern basis of accounting in preparing the financial slalemenls.
1.3 Charitable fun(Is
Unreslricled funds are available for use al the discretion of the trustees in furtherance of their charitable
objectives.
Reslricled funds are subjed to specific conditions by donors or grantors as lo how they may be used. The
purposes and uses of the reslricled funds are sel out in the notes to the financial slalemenls.
1.4 Income
Income is recognised when the charity is legally enlilled lo it after any performance conditions have been mel,
the amounts can be measured reliably. and il is probable Ihal income will be received.
Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified
of the donation. unless performance conditions require deferral of the amount. Income tax recoverable in
relation to donalions received under Gift Aid or deeds of Covenant is recognised al the lime of (he donation.
Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution,
the amount is known, and receipt is expected. If the amount is not known, the legacy is Irealed as a
conlingenl asset.
16-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Accountlng pollcles
Icontlnuedl
1.5 Expendlture
Expenditure is recognised on¢e there is a legal or conslruclive obligation lo transfer economic benefit to a
third party, it is probable that a transfer of economic benefits will be required in selllemenl. and the amount ol
the obligation can be measured reliably.
Expenditure is classified by activity. The costs of each activity are made up of the total of dir￿1 costs and
shared costs, including support costs involved in undertaking each aclivily. Direct costs allribulable lo a single
activity are allocated directly lo that aclivily. Shared Costs which contribute lo more than one activity and
support costs which are not allribulable lo a single aclivily ale apportioned belween those activit￿$ on a basis
consislenl with the use of resource5. Central staff costs are allocated on the basis of lime spent, and
depreciation chaiges are allocated on the portion of the asset's use.
1.6 Tangible flxed assets
Tangible fixed assets are initially measured al ¢ost and subsequently measuTed al cost or valuation, nel of
depreciation and any impairmenl10sses.
DepTeciation is recognised so as lo write off the cost or valuation of assets less their residual values over their
useful lives on the following bases..
Freehold land and buildings
Fixture5, Fillings and Computers
Moloi vehicles
200A _ 33.3OA reducing balance
250/0 reducing balance
The gain or loss arising on the disposal of an asset is deteTmined as the difference belween the sale proceeds
and the carrying value of the asset, and is recognised in the slalemenl of financial aclivilies.
1.7 Flxed asset Investments
Fixed asset investments are initially measured al transaction price excluding transaction costs, and are
subsequently measured al fair value al each reporting dale. Changes in fair value are recognised in nel
incomellexpenditure} for the year. Transa¢lion costs are expensed as incurred.
1.8 Impairment of fixed assets
Al each reporting end dale, the charity reviews the carrying amounts of ils tangible assets to determine
whether there is any indication that those assets have suffered an impairment loss. If any such indication
exists, the recoverable amount of the asset is eslimaled in order to determine the exlenl of the impairment
loss (if any).
1.9 Cash and cash eqvlvalents
Cash and cash equivalents include cash in hand, deposits held al call with banks, olher Short-lerm liquid
investments wilh original malurilies of three months or less, and bank overdrafts. Bank overdrafts are shown
wllhin borrowings in current liabililles.
1.10 Flnanclal Instruments
The charity has elected lo apply the provisions of Section 11 '8asic Financial Instiumenls. and Section 12
'Olher Financial Instruments Issues, of FRS 102 to all of its financial inslrumenls.
Financial instruments are recognised in the charity's balan¢e sheet when the charity becomes party to the
conlraclual provisions of the inslrumenl.
Financial assets and liabililies are offset, with the nel amounts presented in the financial stalemenls. when
Iheie is a legally enforceable right lo sel off the recognised amounts and there is an intention lo sellle on a nel
basis or lo realise the asset and settle the liability simultaneously.
17-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Accountlng poll¢les
Icontlnued)
Basic financial assets
Basic financi81 assets, which include debtors and cash and bank balances, are initially measured al
transaction piice including Iransaclion costs and are subsequently Carried al amortised cost using the effective
interest method unless the arrangement conslilules a financing Iransaclion, where the transaction is
measured al the present value of the future ieceipls discounted al a market rale of interest. Financial assets
Classified as receivable within one year are not amortised.
Basie flnanclal liabilities
Basic financial liabilities. including creditors and bank loans are initially recognised al transaction price unless
the arrangement conslilules a financing Iransaclion, where the debt instrument is measured al the present
value of the future paymenls discounted at a market rale ol inlerest. Financial liabilities classified as payable
within one year are not amortised.
Oebl instruments are subsequently carfied al amortised cost, uslng the effective interest rale method.
Trade creditors are obligations lo pay for goods or services Ihal have been acquired in the ordinary course ol
operations from suppliers. Amounts payable are classified as current liabilities il payment is due within one
year OT less. If not, they are presented as non-currenl liabilities. Trade creditors are recognised initially al
transaction price and subsequently measured al amortised cost using the effective interest method.
Derecognition of financial Ilabllltles
Financial liabilities are dere¢ognised when the ¢harily's conlraclual obligations expire or are discharged OT
cancelled.
1.11 Employee beneflts
The cost of any unused holiday enlillemenl is recognised in the period in which the employee's servlces are
received.
Termination benefits are recognised immediately as an expense when the charlly is demonstrably committed
lo terminate th& employment of an employee or lo provide lerminalion benefits.
1.12 Retlrement benefits
Payments lo defined conlfibulion retirement benefit schemes are charged as an expense as they fall tyue.
18-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Charltable
actlvltles
Ag8 UK
Asslstlng
oldeT people
2024
Total
2024
AuèUK
As515t1￿g
older people
2023
Total
2023
2024
2023
Services provided
under contract
49.953
391,740
441,693
33,961
366,301
400,262
Analysls by fund
Unrestricted funds-
general
Unreslricled funds-
d&signaled- other
28.223
391,740
419,963
10,000
357,301
367.301
21,730
21.730
23,961
9,000
32.961
49.953
391,740
441,693
33,961
366.301
400,262
other tradlng actlvltles
Unrestrlcted Unrestricted
funds
fL¢nds
general
gen&ral
2024
2023
Rental income
Trading activity income.. other
19,073
743
14.051
863
Other trading activities
19,816
14,914
Income from Investments
Unrestrlcted Unrestricted
funds
funds
2024
2023
Interest receivable
6,741
4.681
-20-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Expenditure on ralslng funds
Unrestricted Unrestricted
funds
fund5
general designated
2024
2024
Total Unrestrlcted Unrestricted
funds
funds
general designated
2023
2023
Total
2024
2023
Trading costs
Other trading activities
38,655
3.110
41.765
34,584
34,584
Expendlture on charitable activities
Assisting
Older
People
2024
Assisting
Older
People
2023
Dlrect costs
Staff cosls
Premises expenses
Office costs
Staff training
Agency staff
Vehicle costs
Refurbishmenls
207,714
5.417
30,122
787
14,139
2,614
1,560
280,756
28,100
48,081
475
10.052
3,200
262,353
350,664
Share of support and governance costs (see note 81
Support
Governance
376,349
9.000
272,833
6,600
647,702
630.097
Analysls by fund
Unreslricled funds - general
Unreslricled funds - designated
Reslri¢led funds
516,234
e4,549
66,919
444,963
49,122
136,012
S47.702
630,097
21

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Support costs allocated to activities
2024
2023
Staff costs
Depreciation
Premesis expenses
Office Costs
Professional fees
Sundry
Refurbishments
Governance costs
222,746
12,521
48,786
49,102
30,240
2.336
10.6fj8
9.000
116,670
15,821
46,249
32.054
33.758
2,120
26,161
6,600
385,349
279,433
Analysed between..
Assisting Older People
385,349
279,433
N&t mov8ment In funds
2024
2023
The nel movement in funds is slated after ¢hargingllcredilingl'.
Depreciation of owned tangible fixed assets
12,521
15,821
10 Trustees
None of the Iruslees lor any persons connected with them) received any remuneration or benefits from the
charily during the year.
11
Employees
The average monthly number of employees during the year was..
2024
Number
2023
Number
Direct
Management and Admin
16
16
Total
21
21
Employment costs
2024
2023
Wages and salaTies
Social security costs
Other pension costs
397,153
24,102
9,205
349.492
19,561
8,373
430,460
377.426
-22-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED>
FOR THE YEAR ENDED 31 MARCH 2024
11 EMploy8es
(Continued)
There were no employees whose annual remuneration was more than £60,000.
Remuneratlon of key management personnel
The remuneration of key management personnel was as follows..
2024
2023
Aggregate compensation
92,406
88,402
12 Galns and IossBS on investments
Unrestricted Unrestricted
funds
funds
2024
2023
Gainslllosses) arising on..
Revaluation of investments
16911
12,462)
13 Taxatlon
The charily is exempl from laxalion on ils activities because all ils income is applied for charitable purposes.
14 Tanglble flxed assets
Freehold land
and bulldlngs
Fixture5,
Fllllngs and
Computers
Motor
vehlcles
Total
Cost
Al 1 April 2023
Additions
1,036,572
8,912
292,267
14,204
39,737 1.368,576
23.116
At 31 March 2024
1,045.484
308,471
39.737 1,391,692
Depreciation and impairment
Al 1 April 2023
Depreciation charged in the year
354,086
258,560
8.333
22,969
4,188
635.615
12.521
Al 31 March 2024
354,086
266.893
27,157
648,136
Carrylny amount
Al 31 March 2024
691,398
39,578
12.580
743,556
At 31 March 2023
682,487
33,707
16,788
732,962
-23-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
14 Tangible fixed assets
Icontlnuedl
The carrying value of land included in land and buildings comprises..
2024
2023
Freehold
100,000
100,000
15 Flxed asset investments
Listed
investments
Cost or valuation
At 1 April 2023
Valuation changes
40,291
{691)
Al 31 March 2Q24
39,600
Carrying amount
Al 31 March 2024
39,600
Al 31 March 2023
40.291
16 Debtors
2024
2023
Amounts falllng due within one year:
Trade dÈblors
Other debtors
Prepayments and accrued income
12,437
2,860
22,034
3,343
930
15,938
37,331
20.211
17 Credltors: amounts falling due within one year
2024
2023
olher12xalion and soclal security
Trade credilois
Accruals and def&rred income
16.410
24,941
8,816
10.967
16,699
7,242
50,167
34,908
-24-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
18 Retlrement beneflt schemes
2024
2023
DBflnBd contributlon schemes
Charge lo profil or loss in respect of defined contribution schemes
9.205
8,373
The charity operates a defined contribution pension scheme for all qualifying employees. The assets of the
scheme are held separately from those of the charity in an indepen(i&nlly administered fund.
19 Restrlcted funds
The reslricled funds of the charity comprise the unexpended balances of donations and grants held on trust
stjbjecl lo specific conditions by donors as to how they may be used.
At 1 April
2023
Incoming
resources
Resources
expended
Transfers At 31 March
2024
30,698
61.829
166.919)
99
25,707
Prevlous year:
At 1 April
2022
Incoming Re50ur¢es
resources
expended
Transfers At 31 March
2023
76,952
108,716
{138,D121
(18,9581
30,698
The reslrided funds carried forward consist of..
Big Lollery Fund Gel Up & Go
£25,707
25-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
20 Unrestrlcted funds - designated
These are unrestricted funds which are material lo the charily's aclivilies.
At1 April
2023
Incoming
resources
Resources
expended
Transfers
Galns and At 31 March
loss8s
2024
Designated -
Fixed assets
Designated-
other
773,253
9.901
783.154
58,651
21,730
167.6591
110,0981
2,624
831.904
21,730
167,6591
11971
785,778
Previous year:
At 1 Aprll
2022
Incoming
resources
Resources
expended
Transfers
Galns and At 31 March
losses
2023
Designated -
fixed assets
Designated-
olheT
782,445
19,1921
773,253
81.201
32,961
139,9301
115,5811
58,651
863,646
32,961
149,1221
115,5811
831,904
21 Unrestrlcted funds
The unreslricled funds of the charity comprise the unexpended balances of donations and grants which are
not subject ID specific conditions by donors and 9ranlors as lo how they may be used. These include
designated funds which have been sel aside out of unreslricled funds by the tiustees foi specific purposes.
At 1 April
2023
Incomlng
resources
Resources
expended
Transfers
Galns and At 31 March
losses
2024
General funds
168.500
494,109
1554.8891
98
{691}
107,127
168,500
494,109
1554.8891
98
{6911
107,127
Prevlous year..
At l April
2022
222,602
Incoming
resources
Re50ur¢es
expended
1479,5471
Transfers
Gains and At 31 March
1055es
2023
168,500
General funds
393.368
34,539
12,4621
222,602
393.388
1479,5471
34,539
12.4621
168,500

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
21 Unrestrlct8d funds
Icontinuedl
The Designated funds- Other relate lo..
Wear-and-lear of internal décor
£2,624
22 Analysls of n6t assets between funds
Unrestricted Unrestricted
flsnds
funds
general
deslgnated
2024
2024
Restrlcted
funds
Total
2024
2024
At 31 March 2024:
Tangible assets
Investments
Current asselsllli8bililiesl
743,556
39,800
2,622
743,556
39,600
135,456
107,127
25,707
107.127
785.778
25.707
918,612
Unrestricted Unrestricted
funds
funds
gen6ral
d8slgnated
2023
2023
Restricted
funds
Total
2023
2023
At 31 March 2023..
Tangible assets
Investments
Cuirenl asselsllliabililiesl
732,962
40,291
732.962
40,291
257,849
227,151
30,698
227,151
773.253
30,698
1,031,102
23 Related party transactlons
Transactions with related parties
Age UK
Age UK is the National 'Brand" Partner with whom Age UK Tameside has a Partnership Agreement.
Age UK Tameside received Grants totalling £28,223 in the year.
This related party transaction was al a normal Commercial rale and agreed independently of the related
management concerned.
27-

AGE UK TAMESIDE
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
24 Share Capital
The Charily is limited by guaranlee and as such has no share capital. In the event of the Charity being wound
up. the liabilily of each member is limited to £10.
-28-