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2024-03-31-accounts

Charity Registration No. 1145196

Company Registration No. 07267880 (England and Wales)

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

ANNUAL REPORT AND CONSOLIDATED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2024

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

CONTENTS

Page
Group trustees' / directors' report 1 - 43
Independent auditor's report 44 - 47
Consolidated statement of financial activities 48
Consolidated balance sheet 49
Consolidated statement of cash flows 50
Notes to the financial statements 51 - 72

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Registered Charity No: 1145196
Company Registra�on No: 07267880
Head Ofce: 10 Church Lane
Oldham
OL1 3AN
Trustees / Directors:
Alexander Boyd (Chair) re�red 5.12.23
Clint Ellio� (Chair) appointed Chair 22.1.24
Zoe Ashton (Vice Chair)
Stuart Bailey (Treasurer)
Jill Read re�red 24.4.23
John Thomson
Dr Phil McEvoy
Nazrin Azad
Chief Execu�ve: Yvonne Lee
Company Secretary: James Richardson
Principal & Registered Ofce: 10 Church Lane
Oldham
OL1 3AN
Auditors: Chadwick and Company (Manchester) Limited
Chartered Accountants
Statutory Auditors
Capital House
272 Manchester Road
Droylsden, Manchester
M43 6PW
Solicitors: North Ainley
34-36 Clegg Street
Oldham
OL1 1PS

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

the financial statements and comply with the charity’s governing document, the Chari�es Act 2011 and the Statement of Recommended Prac�ce (FRS 102), “Accoun�ng and Repor�ng by Chari�es”, issued 1 January 2016.

CHAIRMAN’S REPORT

during the 2023/2024 financial year, the organisa�on has met its charitable aims of suppor�ng older people in the Oldham area. When put more formally our aims are to ‘to promote the relief of older people in any manner, which now or herea�er may be deemed by law to be charitable in and around the metropolitan district of Oldham’ and we con�nue to meet these aims with a wide range of local services targeted at older people in the area.

individually. Age UK Oldham do however publish a comprehensive service guide, which is widely available locally. You will see from that guide that we target areas that are vital to older people in need of support in a variety of circumstances.

Our demen�a services help older people and their families deal with this debilita�ng illness and is required more and more as the prevalence of the illness spreads. We provide a range of wellbeing services, encouraging independence where possible, and providing support where independence is difficult to achieve. Our day care service is typical of the la�er, whilst falls preven�on, HandyVan and meals delivery services support independent living. Other services, like major/minor adapta�ons and home first support, assist in hospital discharge or can avoid admission in the first place.

We also encourage socialising and ac�vity, which is so essen�al in older people. Men in sheds, OLGBT out and about group and Chadderton over 60s Centre go some way to mee�ng this aim along with other services we offer in this category.

IT care plus advice on choosing the right care home.

cost of service provision is increasing, there is constant pressure on the income of the charity as demand for the services has not reduced. Trustees recognise that in future years there will be some difficult decisions to make about the services we offer in order to assure the con�nua�on of the charity and the bulk of the services we can provide.

We recognise that as a charity we rely on an ac�ve and trus�ng rela�onships with all our local partners. Many of the services we provide are not only cost effec�ve but can avoid further, more costly interven�ons by statutory agencies at a �me when their own budgets are under pressure.

Finally, I must add my apprecia�on of the volunteer work undertaken by my fellow trustees. However, we recognise that the success of Age UK Oldham depends on our dedicated and caring staff and volunteers to provide the range and quality of services that we offer to older people in Oldham. We also need the con�nued support of all the local people, who through their monetary dona�ons, buying from or dona�ng goods to our eight charity shops, or contribu�ng in some way to our services; help to fund us in our efforts to help older people in the area live a more dignified and inclusive later life.

STRUCTURE, GOVERNANCE & MANAGEMENT

Age UK Oldham Limited is a company limited by guarantee and registered under the Companies Act 2006, registra�on number 07267880. Its ac�vi�es are governed by its Memorandum and Ar�cles of Associa�on given at Companies House on 27 May 2010 as amended on 8 March 2011.

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

The company is a registered charity, charity number 1145196, registered on 21 December 2011 and works to improve the lives of older people within the metropolitan borough of Oldham. The company has been granted exemp�on from Corpora�on Tax as a charity in line with paragraph 1 of Schedule 6 of the Finance Act 2010.

The body responsible for the management of the charity is the board of directors which meets at least eight �mes a year. Each member is elected to serve for a period of three years, and consists of a chair, vice chair,

DIRECTORS

The board of directors has responsibility for the overall control and governance of the charity, and board members are expected to take an ac�ve role in the strategic direc�on of its work as well as share their skills and knowledge for the benefit of the organisa�on.

New directors are elected and serve for an ini�al period of three years.

addi�on, in their everyday roles in the community, board members network with local organisa�ons and as vacancies arise are able to propose poten�al members who possess the relevant skills and experience to complement the exis�ng group.

STATEMENT OF TRUSTEES’ RESPONSIBILITIES

The trustees (who are also directors of Age UK Oldham Limited for the purposes of company law) are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accoun�ng Standards (United Kingdom Generally Accepted Accoun�ng Prac�ce).

and fair view of the state of affairs of the charitable company and the group and of the incoming resources and applica�on of resources, including the income and expenditure, of the charitable group for that year.

The Trustees are responsible for keeping adequate accoun�ng records that disclose with reasonable accuracy at any �me the financial posi�on 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 charity and the group and hence for taking reasonable steps for the preven�on and detec�on of fraud and other irregulari�es.

As far as the Trustees are aware:

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

included on the charitable company’s website. Legisla�on in the United Kingdom governing the prepara�on and dissemina�on of financial statements may differ from legisla�on in other jurisdic�ons.

INDUCTION / TRAINING

Directors bring a diverse range of skills and exper�se to the board in support of the organisa�on’s objec�ves.

Induc�on for board members begins with a comprehensive accompanied full day visit to all Age UK Oldham’s projects, day centres, luncheon clubs, trading outlets and head office; incorpora�ng introduc�ons and full discussions with staff and service users, to ensure a full understanding of the charity and its day-to-day opera�ons.

further training. Trustees are encouraged to par�cipate in appropriate training courses, both locally and regionally.

All directors are issued with informa�on regarding their roles and responsibili�es (e.g. Charity commission publica�ons CC3, CC8 & CC11 are provided).

RELATIONSHIPS WITH RELATED PARTIES

The charity is currently a brand partner of Age UK and works with local Age UK partners in Greater Manchester, the North West and within England to share good prac�ce, formulate policy, and respond to government policies and changes in health & social care within the borough of Oldham. As a group of 8 CEO’s the GM partnership is exploring a more formal partnership agreement in a move to work together exploring and securing opportuni�es for joint ventures.

Our chief execu�ve takes part in Age UK regional mee�ngs and na�onal conferences, is an ac�ve member of the Age UK Greater Manchester Chief Officers collabora�ve and also a member of the Age UK North West Regional Consor�um where Brand Partner Chief Officers network, discuss and take the opportunity to influence future AUK developments.

relevant to their area of service.

ORGANISATIONAL STRUCTURE / DECISION MAKING PROCESS

A board of management consis�ng of a chair and six directors directs the general conduct of the charity’s ac�vi�es. In addi�on to the AGM (Annual General Mee�ng) the board meets at least six �mes throughout the year. U�lising members diverse skills, sub-groups meet to quickly react and report to the main Board when necessary.

The board works with the chief execu�ve who makes decisions on the day-to-day opera�on supported by a senior management team.

explored at Board. These accounts are used by the directors for their monitoring of the charity’s financial stability and to assist with decision making with respect to the charity’s ac�vi�es.

The chief execu�ve is responsible for the opera�onal management and administra�on of the charity with an average of 86 staff members and almost 200 volunteers. She makes decisions on the day-to-day opera�on

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

descrip�ons.

based at our head office at 10 Church Lane Oldham where our Informa�on, Advice and support services are delivered. Unfortunately, due to the uneven cobbles on the lane and only par�al disability access to the building itself (with no possibili�es to improve the situa�on due to listed building restric�ons) we need to carry out some interviews at our nearby retail premises.

Our day centres, shops, luncheon clubs, Over 60’s community centre, Men in Sheds outlets, community equipment, furniture store, HandyVan/adapta�ons workshop, Chapel Events centre, Catering department for distribu�on of meals, are all dispersed at various loca�ons throughout the borough with separate management teams covering these areas.

WIDER NETWORK

Many of our projects involve partnership working with other local organisa�ons, the value of which is demonstrated in the outcomes of the diverse services that we offer to older people. Locally, Age UK Oldham works closely with representa�ves of the voluntary, statutory and private sectors.

The well-being of older people is at the heart of everything we strive to achieve, and our chief execu�ve is an ac�ve member of the Oldham Safeguarding Adults Execu�ve Partnership Board (OSAB) whose aims are to safeguard and promote the welfare of adults at risk of abuse, injury or harm treat everyone with dignity and respect through mul�-agency collabora�on and co-ordina�on. She sits on the Audit and Quality Assurance sub-group and regularly takes part in SAR reviews as a member of a local mul�-agency team convened to examine what could have been done differently to prevent the death or serious harm of an adult with care and support needs.

of people with demen�a and enhance the quality of care that pa�ents with demen�a and their carers receive. She represents the organisa�on on the Mental Health Strategic Partnership which works to improve the health and well-being of people in Oldham (aged 18-64 years) who suffer from a mental illness .

As members of Oldham’s Voluntary Community & Social Enterprise Partnership Age UK Oldham are commi�ed to working together to influence and be engaged in service planning and decision making processes that affect the communi�es of Oldham, striving for greater equality, understanding and respect between all partners and our Chief Execu�ve meets with other local voluntary sector groups to explore and take forward VCFSE (Voluntary, Community, Faith and Social Enterprise) investment opportuni�es.

Along with other AUO colleagues she contributes to Oldham’s Living Well collabora�ve, crea�ng new ways of suppor�ng the mental health of people living in the community.

As a member of the Oldham Mayoral Appeal Fund Commi�ee she a�ends regular mee�ngs, plays a part each year in fundraising events and sits on the “Truly Wished” sub-group advising on reports to the main Mayoral charity on applica�ons to the fund.

The local integrated care organisa�on en�tled “Oldham Cares” brings together Oldham Council. NHS Oldham CCG, GP’s and Health and Social Care providers and our CEO has a seat on the newly formed Providers Alliance which reports to the Oldham Cares Board.

As organisa�ons come together in Greater Manchester to provide services at scale and in partnership, she is an inaugural member of the GM VCSE Hospital Discharge Alliance working together with other VCSE organisa�ons providing home from hospital discharge support services and aiming to prevent readmissions.

Working with the ICB (Integrated care Board) alongside GP’s, Community Health and Social Care prac��oners and the Voluntary sector, she is fully involved in each of the 3 iden�fied Oldham Sectors’ Popula�on Health Management models which are exploring and iden�fying opportuni�es and challenges to

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

ambi�ous programme of preventa�ve work addressing health inequali�es in the Borough.

RISK MANAGEMENT

the charity is exposed have been reviewed, and systems established to mi�gate those risks, areas requiring a�en�on have been highlighted and �me limits for ac�on have been set. An assessment of the major financial risks, e.g. FCA compliance, Oldham Local Authority and Health contracts, trading opera�ons, reduc�on in or loss of funded projects etc. has been carried out and is reviewed on an on-going basis with regular reports to the trustee board.

In addi�on:

OBJECTIVES & ACTIVITIES

The cons�tu�on states that:

‘The objec�ve of the organisa�on shall be to promote the relief of elderly people in any manner which now or herea�er may be deemed by law to be charitable in and around the metropolitan district of Oldham.’

genera�on of funds. Presently, services are funded from a variety of sources including contracts with the Local Authority and Oldham’s Clinical Commissioning Group, Lo�ery funding and Age UK funding.

Capital is generated at present through our 8 retail outlets, catering outlets and at our Events centre George Street Chapel.

The organisa�on aims to provide opportuni�es for the en�re spectrum of older people in the local area. At its incep�on, tradi�onal services were targeted towards more dependent older people, but the charity has now expanded its role to include preventa�ve projects aimed at a more diverse popula�on including older people from ethnic minority communi�es.

In other areas, we con�nue to develop our por�olio of preventa�ve services and social enterprise ventures in order to assist older people to live independently.

statutory services may not provide, and offer choice to both frail older people and the more ac�ve, whilst

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

our Informa�on Advice and Support and Demen�a Informa�on services and Carers assessments give older people the vital assistance they need to access benefits and services and retain their independence. In addi�on, our varied por�olio of low-level services which includes Luncheon Clubs, HandyVan Services, Minor Adapta�ons, Safe at Home and Shopping Service, Community Café, Leisure Outlets, Falls Exercise scheme etc.

Originally launched during Covid to address a prac�cal need during isola�on and shopping challenges facing older people, our Freshly cooked and frozen Meals Delivery service con�nues to grow from strength to strength.

Our “Choosing the Right care” service supports people to choose Care op�ons whilst our PIP service promotes older people’s Independence using holis�c assessments and support to encourage people to remain living their lives independently with confidence whilst compila�on of Life Story books for Care Home residents serves to maintain their health and well-being and enhance their quality of life.

Full details of all of our services during the year are appended as follows:

BEFRIENDING

Service Objec�ve:

Link registered trained volunteers with older lonely isolated and housebound people for a weekly visit/ telephone call in the clients own home or care home

Short descrip�on of service:

People can become isolated for a variety of reasons - ill health disability or social disadvantage but here at Age UK Oldham we passionately that no one should have no one. Being matched with a volunteer befriender o�en fills a big gap.

to the older person and visits each week. Together they can chat, enjoy a cup of tea, take a walk or visit shops, theatre or local events.

range of ac�vi�es leading to increased self-esteem and self-confidence.

Ac�vity / improvements in last 12 months:

The wai�ng list for this service has increased again as we don’t get enough volunteers to meet the demand we are currently experiencing. This service unlike other care at home services is a FREE service which goes some way to explain the demand.

Recruited 4 new volunteers in the last year, sadly two exis�ng volunteers have passed away and 1 has re located out of the area.

Six people ini�ally referred for befriending have joined cra� group and now enjoy an increased friendship circle every week.

Volunteers currently befriending 18

Volunteers inac�ve 4

29 people receiving befriending either face to face or by telephone phone

11 people referred have joined groups (just4men / cra�)

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

32 people on the wai�ng list

Risks/Threats:

Unable to recruit enough volunteers to support ongoing services and prevent future development

Funded by Age UK Oldham and dependent on surplus monies.

Increased wai�ng list

CHADDERTON OVER 60s CENTRE

Funding Source: Age UK Oldham / income from room hire: £550

Service Objec�ve:

Chadderton Over 60s Centre is home to a variety of Age UK Oldham led ac�vi�es: IT Classes, Just4Men, Cra� group, Friendship Group, Lunch Club, OLGBT group & Befriending & interactors Support mee�ngs.

Descrip�on of Service:

Chadderton Over 60’s is a self-contained building with a main hall, side room and kitchen area, providing a range of ac�vi�es for older people. Outside we now have a garden area with benches so people can enjoy outdoors too.

groups for a hire fee.

Ac�vity / improvements in last 12 months:

Chadderton Over 60’s Centre is on a direct bus route from Shaw, Oldham and Manchester and also has the advantage of a car park

We now have two churches using our centre each Sunday genera�ng addi�onal income

Chadderton over 60s has its own social media facebook page that is updated daily with news about the centre including items we are selling on our tabletop. We also adver�se our space to hire which has a�racted people to use the centre for birthday par�es and events.

Tabletop sales have not been as successful this year with less foo�all than previous year a new adver�sing strategy is needed to combat this issue for next year.

Risks/Threats:

Luncheon club funding is at risk from October 2024 and we con�nue to seek alterna�ve monies.

Loss of rental income

Increased running costs

CHOOSING THE RIGHT CARE

Funding Source: Oldham Cares

OMBC contract current funding received £30,000 per annum

Service Objec�ve:

To provide an opportunity for older people, their families and carers to have access to a wide range of independent informa�on, support and prac�cal assistance regarding care and support op�ons available.

Helping older people to con�nuing living independently, whenever this is an op�on, is a priority, and when this is not possible provide them with all the op�ons / informa�on to help them make an informed choice.

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

This includes ensuring that they are fully aware of all the care and support details of each care home / se�ng and the financial implica�ons of living in a care se�ng either on a temporary or permanent basis.

Descrip�on of Service:

The service helps older people and their carers to understand the care system by providing a range of informa�on, one to one support and wri�en guides including government guidelines about funding their legal rights and responsibili�es, local services, costs, and process in place and how to access services.

ensure that we are prepared and able to respond to our service users’ needs appropriately and that all the informa�on is �mely and accurate.

which is impera�ve to empowering older people to make the right choices for themselves and for protec�ng the most vulnerable members of society who are unable to make those choices by working alongside them. Offering prac�cal and emo�onal support makes this service unique in Oldham and underpins and promotes the value of choice in later life. The service works alongside social workers in the teams across Oldham and receives referrals for those clients and / or their families who need one-to-one support and prac�cal help either at a �me of crisis or to make significant changes in their life.

demand for the service has remained high. In order to con�nue to deliver the same high quality of service we have had to be crea�ve with our resources and introduced measures to focus our prac�cal one-to-one support for our most vulnerable client group i.e. those without effec�ve family or carers. We are using other methods of communica�on including web based and wri�en informa�on, telephone consulta�ons whenever possible for family members and carers who are able to self-navigate the system with minimal support from

The scope of the project has been much broader over the past years responding to the changing social care climate. The introduc�on of personalisa�on and preven�on direc�ves has been instrumental in changing the dynamics of the service which now offers a more holis�c approach to care, assessments and the processes involved whether moving into a care home or con�nuing to live independently in the community.

Direc�ves from Oldham Cares regarding people moving into care homes directly from hospital has had an impact on the number of people we have supported to view care homes prior to making their decision. Those people in hospital are now being admi�ed to care homes on a temporary basis in the first instance, o�en in the private sector as local authority provision is overstretched and is now only providing enablement placements

The service is responsible for providing web-based data to social services teams and managers and in the past had developed the Care Home vacancy list for care homes on a daily basis which included types of rooms available, local authority costs, private costs, third party top up fees etc. The local authority has now chosen to adopt the Capacity Tracker System which is a GM ini�a�ve and a system whereby care homes themselves are given passwords to enter their own bed vacancies on a daily basis. The Service supports Care homes with upda�ng capacity tracker and ensures informa�on is updated at least twice weekly by contac�ng homes that have not updated �mely, the service s�ll produces the bed vacancy list which is issued to families and members of the public who are looking for care home placements.

the income levels of older people and their carers to enable them to tap into the lower level of preventa�ve care and support services if not Care Act eligible.

We have con�nued to provide assistance with the GM led Capacity Tracker introduc�on into Oldham local authority.

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Ac�vity / improvements in last 12 months:

Telephone contacts/advice provided with clients /services: 4518 Unique clients: 863 Informa�on packs issued / wri�en Guides including factsheets etc.: 2762 Evalua�ons carried out with service users: 80

Risks/Threats:

DAY CARE

Funding amount and source:

Funding OMBC £216,251 (Registered places)

Private Funding £216,506

Total £432,757

Service Objec�ve:

The aim of the service is for older people to remain in their own homes, providing a safe environment for people living with demen�a and/or physical frailty and to provide respite for families and carers where appropriate.

Short descrip�on of service:

Age UK Oldham is commi�ed to developing services and works closely with Adult and Community Services. We con�nue to welcome a large number of clients (over 80%) who are living with a cogni�ve impairment, ensuring that both of our day centres have a demen�a friendly environment and that all of our working processes are regularly reviewed.

We are passionate about what ma�ers to older people and take a person-centred approach that is the core of our service - providing enjoyment and s�mula�on in a friendly fun se�ng which is enhanced through a full range of entertainment and ac�vi�es to suit the needs of the people we care for.

Ac�vity / improvements in last 12 months:

Mee�ngs with Commissioners have con�nued throughout 2023/24 regarding proposed changes in funding of day care places. Ongoing discussions have taken place that the proposal to only pay for u�lisa�on places would not be self-sustainable business model for AUKO.

envelope would be restricted for April 2024 going forward. During this �me payment was received for registered places.

To date regular mee�ngs with Head of Service OMBC take place to discuss AUKO business model going forward. This had been a great concern and worry as we try to build self-funding clients

The criterion remains unaltered. To iden�fy physically frail, mentally impaired and vulnerable people who require support to retain independence, their needs being assessed as substan�al and cri�cal by Social workers and is presently funded on registered figures by OMBC.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Our business plan made in 2022/23 has come to frui�on in 2023/24 with regards to developing a number of Day Care places for self-funding people who are eligible for the service but either

January 2023 a�er first being unsuccessful in securing this we was fortunate enough to purchase it at a later date, a�er picking up the keys August 2023 the renova�ons inside began and plans submi�ed to Oldham Council with regards to the outside of the property ensure suitable parking for both the adapted transport and staff parking.

During this period both OMBC and self-funding places increased at Selina House and a wai�ng list for selffunding clients was formed for when the new bungalow opens

ongoing developments.

Risks/Threats:

significantly on AUKO and is an unsustainable business model Day

Work con�nues to generate further privately funded places at both sites

DEMENTIA INFORMATION & SUPPORT SERVICE

Funding Source: CCG: £24,915 per annum

Service Objec�ve:

Descrip�on of Service:

AUKO Demen�a Informa�on & Support Service works in partnership with Pennine Care NHS Founda�on Trust and Oldham Council as part of The Oldham Memory Service model.

Finding out that you or someone you care for has memory problems or has been diagnosed with demen�a can be a very anxious �me. At this �me, people may need addi�onal emo�onal support and reassurance. The Age UK Oldham Demen�a Informa�on & Support Service supports the clinical team from the NHS

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Oldham Memory Clinic to provide that addi�onal informa�on, emo�onal support, access to appropriate services, where necessary. Once people have received their formal diagnosis the clinical input may cease but they have many unanswered ques�ons and ongoing worries they need to address. This is where the AUKO service is a valuable resource for those people who need addi�onal support during this distressing period. For those people who do not wish to receive a formal diagnosis the service provides the same input and support.

Access to the service can be by self-referral for those people who have not got a formal diagnosis, via telephone, a pre-arranged appointment, a referral from GPs, Memory Prac��oners, and other professionals. Guidance and support are offered via telephone or home visits as well as at drop-in sessions at carers groups and demen�a hubs around the borough.

With a rising number of people being diagnosed with demen�a there is an increase in demand for informa�on and support to access appropriate services, maximise income and find out about sources of support locally and na�onally.

The service con�nues to work with other organisa�ons to raise the awareness and the understanding of demen�a in the community and break down the barriers and fear associated with this illness. We have, this year, been working closely with our partners across the borough, par�cularly, the Oldham Demen�a Partnership Board. We have also worked closely with Dr. Kershaw’s Hospice at their weekly demen�a hub which offers drop-in support and access to memory service staff to people with demen�a and their carers.

experiences for improving the care and support for people with demen�a and their carers.

The service con�nues to work integrally with other Age UK Oldham services to provide a holis�c and seamless approach to care and support for both the person with demen�a and their carer.

We con�nue to provide and keep updated the Demen�a handbook, a guide which supports people to navigate through caring for someone with demen�a, ge�ng a referral to the Memory Clinic, talking to family and friends about the diagnosis and joining a carers group / linking with peer support, helps them find out about benefits and en�tlements, ge�ng out and about, keeping ac�ve, legal procedures, planning for the future e.g. Las�ng Power of A�orney, Life book etc. and local and na�onal organisa�ons which could offer support.

We con�nue to build our library of informa�ve books aimed at various ages to explain memory loss and the effect on the individual and their family.

Referrals to the service: self, social worker, memory clinic, word of mouth, known to other services. The service is currently delivered by the Specialist Demen�a Carers Assessment Co-ordinator and the Demen�a Carers Assessment Officer who are supported by the Services Manager for development of the service. All staff have longstanding experience of working with demen�a and have skills and knowledge in community care as well as in-depth knowledge of local services in Oldham.

The Memory Clinic prac��oners con�nue to have a good working rela�onship with the service.

In Q4, we were asked by commissioners to support in the delivery of outreach demen�a informa�on and advice sessions held at various community loca�ons across the borough. We were also asked to support Springboard in the delivery of weekly ac�vi�es and monthly entertainment to their members.

Ac�vity / improvements in last 12 months:

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Ac�vity achieved April 2023 – March 2024

Unique clients receiving telephone or face to face advice & support: 2,060

Total number of contacts provided to or on behalf of clients: 11,618

Connec�ng clients to other support services: 5,339

Risks/Threats:

DEMENTIA CARERS ASSESSMENT SERVICE

Funding Source: Oldham CCG £40,509 per annum

Service Objec�ve:

To ensure that all unpaid carers of people who live with demen�a or a memory impairment have access and know their en�tlement to a statutory specific Carers Assessment in their own right, whether or not the person they care for is receiving services from Oldham Adult Care or if they have received a formal diagnosis.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Descrip�on of Service:

The service is available to all unpaid carers of people with demen�a or who have a memory problem. Carers have access and are made aware of their own en�tlement to a statutory specific Carers Assessment in their own right, whether or not the person they care for is receiving services from Oldham Adult Care or if they have received a formal diagnosis.

A Carers Assessment is to ensure that the carer is looking a�er their own well-being and includes all the aspects of their day-to-day life and the issues which have arisen from their unpaid carers’ role, including any emo�onal, psychological, and social needs and how they are con�nuing to manage their day to day living tasks.

support plan to address any specific needs which are highlighted.

As noted above, part of the carers needs assessment, is to develop a full support plan for the individual carer and to assess their eligibility, where appropriate, for an Annual Carer’s Individual Budget (in line with statutory guidelines and protocols). For all those carers who meet the eligibility a completed applica�on is submi�ed via Mosaic (Oldham Council Social Care database) to the local authority along with the proposed support plan for alloca�on of the appropriate budget level. This is then paid out to the individual carers by Oldham Council. All carers are en�tled to a reassessment of their needs annually. Our service undertakes both the ini�al assessment, and the annual review of the carers needs.

In addi�on, the Service also provides one to one support for unpaid carers to help them to con�nue to engage with community, access peer support groups, a�end post diagnos�c groups, assist them to engage si�ng services or any domiciliary support / care services they may require.

all their en�tlements, and, if applicable, refer them on for benefit form comple�on for specific benefits.

As part of the wider Oldham Memory Service model, we work alongside our partners to develop awareness, offer training and support peer/post diagnos�c groups and the Oldham Demen�a Strategy.

Referrals to the service via Pennine Care Founda�on Trust, Oldham Memory Clinic, OMBC Adult Care Services, Hospital Social Work Team, Royal Oldham Discharge Co-ordinators, Community District Nursing Team, GPs, Hospital Consultants, Other Age UK Oldham Services, PIP Workers, Rehabilita�on Care Units, Family or Self referrals.

Ac�vity / improvements in last 12 months:

Total number of Carers Assessments / Carers Reviews undertaken: 473

All Carers Individual Budgets we applied for were granted by Oldham Cares and were commended for the crea�vity and innova�on of using a mix of paid and unpaid resources available to carers whilst s�ll providing ongoing support for both carers and people with demen�a.

Number of drop-in sessions provided at carers groups: 25

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Number of talks given to peer support groups by the service: 8

Risks/Threats:

DISCHARGE TRANSFER OF CARE

Funding amount and source:

£49,167 – TOG MIND

Service Objec�ve:

To support the transi�on from Hospital Mental Health wards and medical wards to home for pa�ents who reside in the Oldham area who have a mental health diagnosis or Cogni�ve impairment by reducing barriers though holis�c all-round support. This service supports adults using the speciality of the partners involved (Age UK Oldham, posi�ve steps, and TOG MIND) to provide a robust and las�ng posi�ve outcome for clients.

To reduce the rehospitalisa�on of pa�ents into the wards and successfully embed them into their communi�es

Brief descrip�on of service:

The service navigator a�ends weekly mental health ward mee�ngs to gather informa�on and build a picture of the pa�ents on the ward and the support they are receiving which helps to ini�ate contact and build up rela�onships with the pa�ents while on the ward.

assist the pa�ent to transi�on home safely and effec�vely.

The navigator can liaise between the pa�ents, the families, the wards and the community mental health team to support the pa�ent to access services, lightening the workload of the ward staff and mental health social workers.

The navigator can then support the pa�ent for upto 12 weeks to embed them back into the community hopefully reducing the risk of rehospitalisa�on

Ac�vity / improvements in last 12 months:

Ongoing working rela�onships maintained and developed with new staff/managers on rowan and cedars wards.

a�ernoons to support discharges.

Talks provided at Butler Green and Medlock Court Intermediate Care facili�es and physio team are to promote the service.

Mee�ngs held with new members of the CMHT Community Mental Health Team to give info on service.

Number of clients supported during this period

174

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Number of contacts linked to those clients 1486

Number of signposts during this period for those clients 146

Number of client cases closed, and wellbeing outcome assessments completed during this period 51 Number of case studies completed during this period 4

Risks/Threats:

Contract Funding for Service ceased on 31.03.24

ENHANCED LUNCH CLUBS

Funding amount and source:

Local Authority contract £122,564 supplemented by Age UK Oldham:

Generated income £42,823

Service Objec�ve:

The aim of our Lunch Club service is to combat social isola�on by providing the opportunity for older people to meet and make new friends and join in a variety of ac�vi�es, whilst also providing a healthy, homecooked 3 course meal

Brief descrip�on of service:

Enhanced Lunch Club Service - Provision of 266 places per week between 8 venues across Oldham Borough.

The luncheon service remains an important part of the Preventa�ve agenda. With addi�onal funding awarded within the contract for April 2019, the Lunch Club service model encompasses staffing levels to enable us to provide addi�onal levels of support to clients to which enables them to access and remain within the service if their physical or mental health declines.

We provide a home cooked three course lunch and the opportunity to partake in a varied schedule of social ac�vi�es. We collate regular current informa�on with regards to availability within the community and our opportuni�es for services / support / other leisure outlets. We maintain client’s records within this service monitoring health deteriora�on. As part of this service, we signpost and refer clients to other appropriate services that may benefit the client.

Ac�vity / improvements in last 12 months:

Throughout 2023/24 lunch club a�endance has remained consistent, we have been running at about 95% (numbers on registers). Some of the lunch clubs that took �me to build following covid are now back to precovid numbers. The group that we took over in 2022 has gone from strength to strength and number con�nue to be very high. This group is slightly different in the fact they have soup and sandwiches, this has reduced the cost of running this group, and clients are s�ll happy with this.

Throughout 23/24 lunch club provisions were set at 13,832 places per annum.

266 places per week in 8 establishments

Risks/Threats: funding was extended for a further 12-month in September 2023 funding from the local authority will cease in September 2024. To date we have been unable to secure alterna�ve funding

Impact on catering services with the loss of approximately 200 meals per week

Impact on drivers with loss of deliveries to lunch club sites

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

EON PROJECT

Funding amount and source:

Age UK Oldham in Partnership with EON

Received £11,640

Service Objec�ve:

Living in a cold home can have serious health implica�ons, par�cularly for the old, very young and for people with a disability; it can even be a factor in premature death. Around 40% of excess winter deaths are a result of circulatory diseases (including heart a�acks and strokes) and around a third of excess winter deaths are due to respiratory illness.

In addi�on to causing addi�onal deaths, there are many illnesses which are made worse by cold temperatures; this puts a strain on local general prac�ces, hospitals, and other health services. With this funding we have been able to make some inroads to tackle fuel poverty and improve wellbeing as providing free energy efficient equipment has enabled older people to reduce their fuel bills and regulate their hea�ng.

Short descrip�on of service:

hea�ng during the winter months, fi�ng a range of energy saving equipment. They will also sign pos�ng for benefits checks including A�endance Allowance and make referrals to the Household support fund.

Referrals have been from a range of health and social care professionals along with self-referrals and following home visits made from our PIP service and hospital discharge team.

Ac�vity / improvements in last 12 months:

Numbers of people referred to Age UK Oldham’s other services 90

Emergency Hea�ng 10 x 2 oil filled radiator per household Referral to Handyman for hea�ng repairs and other urgent work 7 Electric blanket 12 Free equipment supplied by E-on and fi�ed in homes amounted to £2,640 allowance 22 per household

Full energy checks conducted in the home 120

Risks/Threats:

Funding has to be applied for each year from Age UK England- Funding approved April 24-25

FALLS PREVENTION SERVICE

Funding amount and source:

Oldham Clinical Commissioning Group

£83,615

Service Objec�ve:

Age UK Oldham is part of the Oldham Integrated Falls Preven�on Pathway. This is a partnership of providers working together to deliver care in line with NICE and other relevant guidelines.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

The aim is to:

Short descrip�on of service:

As part of the Falls pathway Age UK Oldham works in partnership with the Community Rehab & Falls Team (CRAFT) and Oldham Community Leisure to provide a tailored, evidence-based exercise programme. Each client is offered a weekly one-hour group supervised exercise session for a period up to 9 months. This is designed to assist those who have experienced falls or are at risk of falling. 12 classes per week are provided across the borough.

Aim - The aim of the programme is to prevent falls by improving the gait, balance, co-ordina�on, muscular strength, flexibility, and confidence of those who have had a recent fall or been iden�fied as being at high risk of having a fall.

Process – CRAFT completes a mul�factorial assessment with all clients, starts them on OTAGO exercises at home and then refers appropriate people to our weekly falls preven�on exercise classes.

group sessions. A range of transport op�ons are used including Ring and Ride, Age UK Oldham transport and approved taxis. There is no charge for the first 8 weeks for transport. The classes are free for the 9-month period.

Monitoring & Evalua�on - The progress of each individual is monitored against the ini�al tests completed by physiotherapists.

Repor�ng - Repor�ng is completed quarterly for the Council and ICB (Integrated Care Board) with an annual case study also compiled.

Partnership – we meet regularly with the CRAFT Team Leader and Oldham Community Leisure Falls Lead to plan, reflect on progress, find solu�ons to any issues that arise, plan falls awareness ac�vity and look at the future development of the service.

Falls Awareness

In addi�on to the classes, we hold falls preven�on awareness ac�vi�es each year. This includes targe�ng community groups and professionals working with older adults.

Ac�vity / improvements in last 12 months:

As capacity at some venues was reduced following the pandemic (due to reorganisa�on and refurbishment in some of the Housing 21 schemes) we increased the number of classes to 12 to enable us to reach more people and cover as many areas of Oldham as possible. Referrals from CRAFT con�nued to increase but at a slower rate than pre-pandemic. We con�nued to keep in touch with the wider group of people, including previous par�cipants through welfare calls but capacity to do this has reduced. We con�nued with our hybrid approach offering zoom classes 3 �mes a week (Mondays, Wednesdays and Fridays).

We provided falls preven�on advice and other useful informa�on throughout the year to those a�ending classes. Talks were given at several local community groups.

Failsworth – 2 classes at Walton House (Housing 21).

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Chadderton – 2 classes: one at Chadderton over 60s Centre and one at St Herbert’s Parish Centre.

Royton – 2 classes: one at Tandle View Court (Housing 21) and one at Trinity Methodist Church.

Lees – 2 classes at Lees House (Housing 21).

Springhead – 2 classes at Springlees Court (Housing 21).

Shaw – 2 classes at Hopwood Court (Housing 21) at the end of March 2022.

As COVID restric�ons were li�ed we have con�nued to adhere to infec�on control measures and carefully risk assess our venues.

Transport

Our Age UK Oldham transport supports six of the classes covering each of the geographical areas we operate in.

We con�nued to carry out welfare calls as capacity allowed, provide informa�on and make referrals for addi�onal support with a range of services, e.g. Blue Badge, Occupa�onal Therapy, re-referring to the CRAFT Team, etc.

We have also started to phase out the use of latex therabands, having purchased a new supply of non-latex bands suitable for people with allergies or sensi�vity to latex.

We provided copies of exercise guides, therabands and informa�on about other equipment to encourage people to exercise at home.

IT support from Mark Galvin to set up tablets, Wi-Fi, etc. We PAT test the loaned equipment.

Volunteers – 3 volunteers support the service.

Greater Manchester FLEXI study

In May 2022 we submi�ed an applica�on to take part in the GM FLEXI study proposing to look at Falls service across Greater Manchester. We were one of the areas chosen to take part in the first cohort of research. This year we received observa�on visits to 2 of our instructors, with LaterLife training providing construc�ve feedback about fidelity to the LaterLife programme. We provided financial informa�on about the cos�ngs of our service delivery model. We also provided extensive data about the number of falls of our par�cipants and data from the outcome measures we record. We received a summary of the high-level findings with more informa�on to follow.

(should comply with funder’s repor�ng requirements):

Face-to-face contacts at classes

----- Start of picture text -----
Month Number of classes No. of a�endances
April 2023 44 246
May 2023 50 277
June 2023 50 277
July 2023 50 273
August 2023 52 304
September 2023 46 261
October 2023 54 319
November 2023 52 275
December 2023 38 193
----- End of picture text -----

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

January 2024 44 287
February 2024 50 324
March 2024 47 313

Telephone Calls x 639

Calls are made to facilitate a�endance at classes, to check if people need any help if they have not a�ended for a few sessions, and to keep in touch with people who were part of the service pre-pandemic but who are unlikely to return to a class. We check on wellbeing and prac�cal concerns.

The calls vary from approximately 5 - 30 minutes for each person.

Further details about the contacts made is in the table below.

----- Start of picture text -----
Contacts Type Q1 Q2 Q3 Q4
Total Number of individuals on contact list 215 225 207 223
Number of client calls 154 133 187 165
Number of zoom sessions 34 27 32 37
Number of Zoom a�endances 128 113 101 135
----- End of picture text -----

Recorded falls for April 2023 – March 2024

The number of recorded falls for people during this period (April 23 – March 24): 46

Recorded falls of clients

----- Start of picture text -----
Number of clients having had
Number of falls Number of clients having 1 fall
falls.
46 28 14
Re-Referral to Physio Referral to other
professionals and services,
e.g. O/T, sensory team, Blue
Badge, etc.
7 83
----- End of picture text -----

Risks/Threats:

support the face-to-face sessions. This has the benefit of being able to offer more addi�onal support and informa�on about other services and to ensure all informa�on is recorded accurately. However, this takes �me away from other du�es, including volunteer recruitment.

Capacity at our venues means that we are limited to how many par�cipants we can recruit. We are unable to oversubscribe places at some classes because we don’t have the space to accommodate people safely if everyone were to a�end. Larger venues would incur a cost and we rely on free (o�en smaller) venues to keep the project costs down.

safely when everyone a�ends. This also makes it more difficult to arrange transport when people can’t make their own way to a class. This is because Ring & Ride require 6 people in the same area in order to set

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

up a block booking and if people do not regularly a�end the block booking is cancelled and par�cipants must be booked on individually each week. This is more �me-consuming and requires work outside of contracted hours for staff to arrange. As with many services transport con�nues to be cri�cal to the success of the project.

We con�nue to receive clients onto the programme solely from the Community Rehab and Falls Team (CRAFT), so the number of people registered is dependent upon their referrals to the service. Referral numbers are s�ll lower than pre-pandemic but are increasing slowly. We keep people on at the classes (where appropriate), introducing a small charge, in order to ensure that places are filled.

Reduced provision of community classes to move people on to. Oldham Community Leisure’s community provision has reduced greatly post-pandemic. This makes it more difficult to refer people on a�er the programme is completed.

etc. mean that we have less flexibility across the budget.

replacement. This has affected the capacity of the service, with two part-�me staff members (one full-�me equivalent) now covering the service. This has had an impact on the capacity and outputs of the service.

FRONTRUNNER

Funding Source: NHSE via Northern Care Alliance: day care cost for 33 demen�a pa�ents

The Na�onal Demen�a Frontrunner programme, which Age UK Oldham has played a big role in, has helped to wrap support around people living with demen�a at home a�er they have le� hospital or A&E, giving people the best chance of making a recovery, as well as easing pressures on hospitals.

We have helped secure the success of this programme by the inclusion of Age UK Oldham’s prac�cal services, carer support and the concentrated daily day care provision for up to 3 weeks following discharge.

The pilot project has been funded by NHS England and is led by the Four Locali�es Partnership, which brings together teams from the Northern Care Alliance NHS Founda�on Trust, as well as local councils’ adult social care teams, and voluntary and mental health services across Bury, Oldham, Rochdale and Salford.

SERVICE OBJECTIVES

The teams involved in this trailblazing programme are responsible for the crea�on and implementa�on of fast and effec�ve solu�ons aiming to move people quicker from hospital to home a�er treatment, as well as improve emergency care for people living with demen�a.

SERVICE DESCRIPTION

provision to pa�ents with demen�a while suppor�ng their carers with our wrap-around preventa�ve services. This 3-week window provided demen�a carers with an invaluable, protected space to plan for the future, assess their own carer needs alongside the needs of their loved one, and devising the best care plan which works for themselves as well as the pa�ent who is at risk of a readmission to hospital or admission to long term care.

SERVICE ACTIVITY

From August 2023- March 2024 the Age UK Oldham Demen�a Front Runner programme has supported 33 pa�ents to remain at home with the support of, but not exclusively, Age UK Oldham’s day care provision as well as provision of a range of internal Age UK Oldham services.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

GENERAL INFORMATION, ADVICE, BENEFITS AND MONEY

Service Objec�ve:

Descrip�on of Service:

carers.

funded by ourselves – meaning that we can support comple�on of claims for Pension Age Related Benefits and Money, carry out full benefits checks comple�ng the relevant claim forms for age related benefits or carers and also carry out home visits for people who are unable to travel to our office or take part in an indepth lengthy telephone conversa�on.

our building and home visits are carried out by CA staff, it is delivered to them under the auspices of Ci�zens Advice. This means that they are indemnified under CA ‘s Public Liability policy. All tribunal cases are con�nuing to be referred to caseworkers within CA or the local authority Welfare Rights Team.

organisa�on. The flexibility of the service enables easy access and support for older people and their carers. The experience and skill of staff has realised much needed financial gains and clients have also been able to access opportuni�es to further engage with other Age UK Oldham services – which, in many instances they have been unaware of.

Ac�vity / improvements in last 12 months:

financial en�tlements can also be quickly recognised, explored and o�en effec�vely dealt with at source.

General Informa�on and Advice Service assisted:

556

• Contacts: 1340

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

GEORGE STREET CHAPEL

Funding amount and source: Income generated £29,235

Service Objec�ve:

building, constructed by its members between 1815 and 1816. The Chapel has played a key role in the town’s history and con�nues to serve as a cultural hub for the local community. Today, it not only preserves the rich heritage of Oldham, but also generates vital income to support our charitable work.

The Chapel provides a welcoming, warm venue for a wide variety of ac�vi�es, including weddings, celebra�ons, community events, mee�ngs, conferences, and school educa�onal trips. It offers a local space for history, educa�on, and social gatherings.

Short descrip�on of service:

We host a range of seasonal and holiday ac�vi�es, o�en featuring food for all ages, alongside educa�onal school visits and heritage tours. The Chapel has become a key venue for local chari�es, businesses, and Oldham Council, hos�ng mee�ngs, award ceremonies, and other events. Over the past year, we have gained na�onal recogni�on and are now a�rac�ng schools from beyond the borough.

Ac�vi�es and Improvements Over the Past 12 Months:

from both students and teachers.

Furthermore, we have secured a number of weekly venues hire bookings, which have contributed to covering our ongoing opera�onal costs.

We are also proud to celebrate 10year milestone that underscores our commitment to community support. We have introduced and hosted service events that have had a posi�ve impact on the local community, that con�nue to foster connec�on and support among a�endees as well as the establishment of a weekly coffee morning.

Risks and Threats:

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Relevant fgures:
Weddings 1
Heritage experience 6
Sunday service 16
Room hire 30
Schools 23
Internal 4
Seasonal 8
Party 1
Wake 0
Catering 1

HANDYVAN

Funding amount and source:

Oldham Council £31,000

Oldham Council Warm Homes £15k spot contract

Service Objec�ve:

The aim of the service is to undertake tasks that deliver preventa�ve and prac�cal support to vulnerable older people enabling them to live independently and safe within their own homes.

To ensure that those that are most vulnerable are receiving a quality job at a fair price for the work undertaken.

Warm Homes is an annual payment based on jobs undertaken from Oldham Council to provide all ages/families who are in fuel poverty or hardship, with beds and bedding, repairs to the home following the installa�on of a hea�ng system. To provide emergency hea�ng in the form of oil filled radiators.

Short descrip�on of service:

the customer at the �me of enquiry. We make a charge of £30 per hour for our in-house handyperson.

Trusted contractors will always give a free no obliga�on quote which is then passed to the Age UK administrator. When an es�mate exceeds £500, we will encourage customers to obtain a second quote. For those unable to do so we will advocate on their behalf.

We cover a range of tasks from Gas, electrical work, alarms, joinery, building work to smaller gardening jobs, key safes, small joinery work etc.

Any jobs undertaken for Warm Homes are charged at the same hourly rate and deducted from the funding.

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

When carrying out jobs in the homes of customers, all the contractors are trained in spo�ng any areas of concern, including safeguarding, and will report their observa�ons to the administrator who will take ac�on.

and leaflets as required.

Ac�vity / improvements in last 12 months:

The procedures for HandyVan have a clear pathway from dealing with the customer from the ini�al enquiry to the quote to following up the completed job, invoicing and taking payments to the quality ques�onnaires. We have a complex data base that alerts us to follow up any outstanding invoices and overdue payments and this is working well alongside a new Financial Procedure. This has resulted in a reduc�on in unpaid invoices at year end.

We have also been able to help people this year who have been signposted with low income with the Household support fund.

Enquires to service 1052

Completed jobs 899 Internal 324 Contractors 575

Warm Homes jobs completed 82

Risks/Threats:

Always the risk of contract not being renewed for Handyvan

Spot contract for Warm Homes at Risk each year

HOME FIRST SUPPORT SERVICE

Funding NHS GMICB: £32,133 p.a

We have been working with Greater Manchester Integrated Care Partnership to provide discharge support to older Oldham residents who are being discharged from any hospital in Greater Manchester.

Descrip�on of Service:

admission, presenta�on at A&E, or following a spell of in-pa�ent intermediate care. The service also aims to support older people in the community iden�fied to be at risk of a hospitalisa�on.

A PIP worker visits a pa�ent within a day of discharge to ensure adequate support is in place and con�nues to offer support as required over the first week of discharge. We also have a presence at the Integrated Discharge Hub in the Royal Oldham Hospital 3 a�ernoons a week to raise awareness of the service, and the wider support Age UK can offer.

the Royal Oldham Hospital as well as staff based at Butler Green and Medlock Court Intermediate Care Units. We operate this service as part of a wider Greater Manchester Hospital Discharge Alliance providing this support to any older Oldham resident being discharged from any GM hospital back to their Oldham home.

Service Objec�ves:

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Service ac�vity:

Over the last 12 months, we have provided the service to 334 older people -303 were supported on discharge from a hospital or residen�al enablement facility while we supported 31 people in preven�ng an acute hospital admission by ensuring �mely and appropriate support is put in place to avoid an unnecessary hospitalisa�on. 240 of these clients were referred onto addi�onal support services following interven�on from the Home First Support Service in the hope of lowering hospital readmission rates.

We have received increased awareness of the service and have referrals from Tameside, Manchester, Bury and Salford acute hospitals.

Service manager reports monthly to Oldham commissioners who then feed into the GM Integrated Care Partnership. The manager also represents the service and Age UK Oldham at GM VCSE Alliance bi-monthly mee�ngs.

Risk/threats:

Con�nued funding-currently for 12 months.

Crea�ng service awareness amongst hospital personnel and embedding the service within a busy acute hospital se�ng is crucial for the con�nued genera�on of referrals.

Demand may out strip capacity to deliver the service should discharges greatly increase especially over winter pressure periods and if referrals increase from the mix of wider GM acute hospitals and residen�al enablement facili�es.

HOUSEHOLD SUPPORT FUND

The Household Support Funding is provided by Department for Work and Pensions (DWP) to Local Authori�es directly to help those people who are facing hardship or crisis and are on a low income - £25,000

It has been awarded to Age UK Oldham who work closely with older individuals and households in Oldham who are at risk due to the adverse impact of the cost-of-living crisis. Our support offered is adver�sed as part of the wider Oldham Cost of Living Support offer on Oldham Council’s We Can Help webpage so that individuals can be signposted to us for support.

We have helped over 300 households. Referrals have come from a wide range of professionals and agencies across the borough. It has been a lifeline to both older people and families.

It has helped to reduce food and fuel poverty and assisted in successful hospital discharge for both food and beds.

Although we don’t receive an income from this it does give us some support cost and we can charge for internal services provided.

We can assist with

  1. Emergency food /shopping and frozen meals – (cash, vouchers and/or food items directly)

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

  2. Incon�nence aids/ personal hygiene goods

  3. Help with energy top ups

  4. Warm clothing and shoes

  5. Beds and bedding

  6. Household furniture and white goods

  7. Emergency non-energy related household bills (phone credit/data etc)

  8. Transport costs (e.g. bus passes to a�end medical or public service appointments)

Over 300 people helped

Intergenera�onal at George Street Chapel

Funding amount and source:

Age UK Oldham and school tour charges

Service Objec�ve:

Working in line with the Na�onal curriculum we provide a ‘Victorian experience‘ to KS1, KS2 and KS3 students

Supported by volunteers this unique learning experience is a popular school trip for both Oldham schools and out of borough schools

Charge has increased to £11.50 per student

Brief descrip�on of service:

George Street Chapel is Oldham’s Grade II* listed former Independent Methodist Chapel; a stunning and unique building full of history and tales of the past - hidden in the hustle and bustle of Oldham’s town centre!

Our volunteer interactors provide tours and tales of Oldham past along with the rich history of George Street chapel and the surrounding area.

Ac�vi�es are provided to support the learning in the main chapel area

Ac�vity / improvements in last 12 months:

Popularity with schools has grown again this year, to the point we had to refuse visits from schools as we did not have capacity to deliver. This is mainly down to volunteers – as older people themselves we are mindful that asking them to be available more may have a nega�ve impact in the future.

Recruitment event for volunteers – 2 new volunteers recruited

888 students visited George Street Chapel for a Victorian experience

323 of those students came from schools outside of Oldham borough

Risks/Threats:

School numbers decline and booking drop

We fail to deliver learning in line with na�onal curriculum

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

LGBT (Lesbian Gay Bisexual Transgender) GROUP - ‘OUT AND ABOUT’

Funding Source: Self-funding and surplus income carried over from 2022/3 of £1096 Mayors Appeal Fund

Service Objec�ve:

Out & About is a weekly social group for older LGBTQ community and their invited supporters

Brief descrip�on of service:

Men and women aged 50 and over who iden�fy as being Lesbian, Gay, Bisexual and/or Transgender.

The aim of the group is to reduce social isola�on for older LGBTQ people improving their social wellbeing and mental health.

Having this group has increased support for individuals tackling isola�on & loneliness helping them to remain independent and live at home for longer. AUKO has increased awareness of the needs of older LGBT people helping us progress and plan effec�vely for the future.

Age UK Oldham is commi�ed to crea�ng a safe and inclusive space that welcomes diversity and supports everyone.

Ac�vity / improvements in last 12 months:

OLGBT Out & About is an informal social support group for older gay, lesbian, bisexual and trans people.

The group is professionally led by Age UK Oldham but with an emphasis on members suppor�ng each other. Having meals out has been a popular choice by the group and they have enjoyed doing that this year.

Group members raised some funds this year by par�cipa�ng in a tabletop sale and arranging a tombola.

Between 8 – 12 people a�end every week

Risks/Threats:

Loss of venue for mee�ngs

LIFE STORY

Funding amount and source:

Oldham Clinical Commissioning Group: £18,696

Service Objec�ve:

To carry out life story work for older people living in care homes and in the community, recording their likes, dislikes, experiences and aspira�ons to provide a treasured heirloom and resource for care staff and families involved in future care of an individual. We are funded to record the books in book format. We also produce audio versions of the books where appropriate for the individual.

Short descrip�on of service:

Volunteers for our Life Story project spend �me helping people to reminisce and collate informa�on about their life and experiences. We do life story work with people living in care homes, sheltered housing and in their own homes. We are funded to provide the life story informa�on for the individual in book format.

personalised service and to get to know the person and their likes, dislikes and aspira�ons. Life story work has many benefits for the individual, their family, friends and care staff.

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

A copy of the Life Story book is donated to Oldham Local Studies & Archives Centre if the individual gives permission.

Ac�vity / improvements in last 12 months:

We reintroduced home visits (in Care Homes, re�rement housing and in people’s own homes). As contac�ng people over the phone / face�me had been a successful approach with some people we

Some typing volunteers have con�nued to work remotely which has increased the volunteer �me spent on the project. We s�ll offer Fridays as a ‘typing day’ at our Church Lane office and this is also an opportunity for visi�ng volunteers to come in, drop off notes or photographs for scanning and meet the typing volunteers.

Our volunteers con�nued to produce their monthly Life Story newsle�er which is sent out to all Care Homes in Oldham, re�rement housing contacts, etc. We received excellent feedback from the newsle�ers and reports of people sharing it further among their own networks.

volunteers there to complete life story templates and type up the books and present them.

Volunteers: 16 Target: 48 people Achieved: 41 people

Risks/Threats:

LIVING WELL

Service started 01 sept 2022 / Part �me role 17.5hrs weekly

Funding amount and source:

£25,000 - TOG MIND

Service Objec�ve:

The Service works in Partnership with TOG MIND and Posi�ve Steps.

of contact for older people accessing the service to support them to iden�fy op�ons and services available to them both via statutory services and services from the VCSE sector.

The navigator will work with people up 12 weeks, in several ways to support the person to access their choices.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Short descrip�on of service:

The Age UK Oldham Navigator delivers an integrated approach in suppor�ng older people experiencing mental health/cogni�ve issues to be independent in their own homes by suppor�ng them to iden�fy op�ons, help ac�on their choices and remain engaged with their own community. They work with people at all levels from low self-help to more intensive support for those with higher needs. The Navigator provides short term (up to 12 weeks) prac�cal and emo�onal support to assist vulnerable people who have been

• being at risk of deteriora�on of their physical and mental health.

• experiencing anxiety/depression following a life changing event e.g. bereavement, redundancy, diagnosis of long-term condi�on.

interven�on aimed at preven�ng deteriora�on or crisis, and may reduce re-occurring presenta�on to the GP surgery or hospital mental health readmissions.

of a flexible and crea�vely tailored approach to meet their personal needs, offering ini�al support by offering op�ons and choices and linking them with appropriate services to support with social engagement ac�vi�es within their locality. Arranging for prac�cal measures to be put in place that will enable the older person to live in their own home independently and safely for longer.

Ac�vity / improvements in last 12 months:

Ac�vely involved with the Living well service within Oldham, a�ended Living well collabora�ves, MDT mee�ngs for south cluster and arranged TAA mee�ngs when required.

Number of clients supported during this period 182 Number of contacts linked to those clients 2105 Number of signposts during this period for those clients 326 Number of client cases closed and wellbeing outcome assessments completed during this period 56 Number of case studies completed during this period 4

Risks/Threats:

Complexity of cases and �me needed to work and build up rela�onships with clients when navigator only has a part �me 17.5 hrs weekly role, this is being monitored.

MEALS DELIVERY SERVICE

Funding amount and source:

Income generated: £104,475

Service Objec�ve:

The aim of the service is to provide freshly frozen nutri�onal meals direct to older people within their own homes.

Brief descrip�on of service:

The meal service provides home cooked meals, soups and desserts that are frozen down then delivered direct to the persons door. They can have them weekly, fortnightly or had hoc. They are priced at £4.50 each, soups and desserts are priced at £2.00 and there is a £2.50 delivery charge.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Ac�vity / improvements in last 12 months:

In the year 22/23 we provide approximately 3220 packs which equated to around 15,000 individual meals.

Compare that to this year 23/24 we have provided 3820 packs which is around 22,000 meals. this has provided meals to approximately 320 unique people over the 12-month period and we currently have around 130 people that we deliver to on a regular basis. The service has increased year on year. Some of this is con�nued growth is possibly down to the cost-of-living crisis - people know they are ge�ng a good nutri�onal meal for a set price; this helps them with budge�ng their finances.

We also provide regular weekly meals to Age UK Stockport; they have on average 70/75 meals per week which are picked up by Age UK Stockport staff for them to use in their daycentre.

In the year 23/24 we have provided approximately 3820 meal packs most people have 6 meals a week. This equates to around 22,000 individual meals for the year

We have provided Age UK Stockport with around 70 meal per week which is 3,640 meals for the year 23/24

Risks/Threats:

As this is not a funded service, it is dependent on catering recourses and Age UK Oldham transport although customers are charged a delivery fee this does not fully cover the costs of the transport.

MEN IN SHEDS

Funding amount and source:

Service Objec�ve:

The core element of a Men in Sheds provision is providing hands-on ac�vi�es for men over 50. The ‘Sheds’ provide the space for older men to meet, socialise, learn new skills and take part in ac�vi�es with other men. Men in Sheds tries to address the public health challenge of older men’s health.

Men in Sheds aims to:

It’s well documented those men do not make friends easily, tending instead to gather acquaintances, many of whom fall away when there is a life changing event such as

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

• isola�on

There is a strong emphasis on mental health and the Men in Sheds Service tries to increase the awareness of and reduce the s�gma of depression and anxiety whilst also providing support for men with physical disabili�es following strokes etc.

The covert plan is also to get men in one place to target them with health messages. Men, par�cularly those over 60, tend to be slower at going to the doctor for problems that might turn out to be serious. AT MIS men are encouraged to adopt a posi�ve approach to good physical and mental health and we explain that maintaining one’s health warrants more than just a visit to their local GP when they are sick. Having a regular check-up to maintain a good quality of life, engaging in good health prac�ces to lower the risk of developing chronic disease, and building rewarding emo�onal rela�onships with their family and friends is key.

Short descrip�on of service:

The Failsworth Men in Sheds service currently operates for three days each week Monday Tuesday and Wednesday whilst the Greenfield service operates for two days each week on Thursday and Friday and also has an allotment facility. Each shed provides two sessions a day, with eight places in each session.

mental health team and the PIP (social prescribing) team with the remainder from families and self-referrals.

The reason for someone being referred to the service in terms of their main presen�ng health problem is recorded. On average up to 8-10 men a�end either and am or a pm session - this needs to be carefully balanced for safety reasons as some men have complex needs and need more help to join in ac�vi�es and projects.

Each shed member is assessed as to their individual capabili�es and skills. Everyone has a purpose and contribute at various levels; the Buddy scheme helps people who are physically challenged to complete projects.

Ideally men a�ending the Men in Sheds service should move on from the service a�er six months. However, it has proved difficult in some cases for men to leave the service as we have not iden�fied anywhere else that could meet their needs.

Ac�vity / improvements in last 12 months:

The Co-ordinator has worked hard to build up the numbers following covid. He worked hard to ensure that men returning to the shed felt safe as many have a chronic illness. He worked hard with staff to revamp the workspace and declu�er all areas at both sheds. We engaged a Health and Safety inspec�on to ensure all our Risk assessments met the standard and we worked hard to cover the few recommenda�ons.

bespoke items for individual, schools and the local community and refurbishing items for resale.

men will work on both days the shed is open and when closed. They have created a wildlife pond and garden.

The shed has seen has 140 individual men a�ending the sessions over 5 days. Plus, a team of 5 volunteers (Buddies).

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Risks/Threats:

Despite this being a valued service by referrers it is a very costly service due to rent and salaries. We have not been able to secure full funding and it is currently financed by the Charity.

MINOR /MAJOR ADAPTATIONS

Funding amount and source:

Total turnover £308,500

This is a spot contract with two providers. However this year we have done work for Tameside Council as they lost their contractor for external work.

Oldham Council

Housing 21

Service Objec�ve:

We con�nue to provide the service without any contract or service level agreement.

All jobs are requested by the Occupa�onal Therapist, and these are carried out by our internal Handyperson who is a Trusted Assessor and a range of contractors for the internal and external work to proper�es.

This work is carried out in private proper�es across Oldham and Housing 21 proper�es.

It’s an all-age service.

Short descrip�on of service:

The majority of our internal work is bespoke joinery - stair rails, internal wooden steps, or jobs that are complex and cannot be provided by the contract holder Ross Care. We also (through a range of our trusted contractors) deliver major adapta�ons such as doors, windows, steps, paths external metal rails, door systems and bio bidets.

The administrator collates the es�mates if required for jobs up to a thousand pounds.

Some jobs require a site visit, and the Trusted Asser will meet the contractors to provide and seek the best op�ons for the client.

This work provides a steady income for AUKO.

review material prices and the labour charge yearly. There has been a significant rise in the price of materials which we have reflected in our pricing structure again this year.

Ac�vity / improvements in last 12 months:

There con�nues to be a long wait for people to have an assessment which is around 12 weeks plus. This has resulted in longer waits for equipment to be fi�ed in the home. AUKO have had more referrals for urgent adapta�ons in the home to those people most vulnerable. These have been carried out by both our internal staff member and by the contractors.

We always send a rigorous ques�onnaire to all clients both before booking the visit and again on the day the work is carried out. The pa�ent and families are also requested to follow the terms of the risk assessment for the work to be carried out safely. We have completed 911 jobs in the year which has contributed to people not being readmi�ed to hospital and keeping them safe and independent at home.

We completed some external work for Tameside as they had been let down by a contractor which was an extra boost to our income

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Risks/Threats:

There is always a concern with the con�nua�on of this work as it is funded on a spot contract.

However, we do know that other providers are unable currently to do the work that is bespoke. Despite compe��on we con�nue to achieve larger building works

----- Start of picture text -----
MA’S REFERRED FROM APRIL 23 TO MARCH 994
MA’S COMPLETED 911
MA’S CANCELLED 71
MA’S ON HOLD 0
MA’S OUTSTANDING 12
MA’S COMPLETED FOR TAMESIDE 96
----- End of picture text -----

PROMOTING INDEPENDENT PEOPLE (PIP)

Funding Source:

Funded by Northern Care Alliance £150,000 (PIP) and CCG £31,168 (UCRT)

Service Objec�ve:

The aim of the team is to avoid unnecessary hospital admissions and promote independence, safety and wellness of the pa�ent within their own home and community.

Service Aims:

Descrip�on of Service:

Age UK Oldham’s PIP advisors are linked to the 5 Adult Health and Social Care clusters in the borough of Oldham working with and taking referrals from the integrated care teams which comprise of District Nursing and Adult Social Care staff. Referrals are also received directly from clients, family members, internally from other Age UK Oldham services as well as from a wide range of other external organisa�ons.

Referrals are taken for older people who have undergone life changing events or are living with long term health condi�ons that have affected their situa�on and confidence. They will have been iden�fied as feeling lonely or isolated and anxious about health issues. They will need support to gain confidence to help them live the life they want to live by managing their situa�on and re-engaging them back into their communi�es.

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(A COMPANY LIMITED BY GUARANTEE)

AGE UK OLDHAM LIMITED

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

When referrals are received the PIP Adviser will act as the key link, building up a rela�onship, listening to the older person’s needs and aspira�ons and together they draw up a tailored plan which suits their lifestyle and will help maintain health and wellbeing and regain independence.

PIP’s link with the person to engage them with a close suppor�ve approach into social and leisure ac�vi�es and health and wellbeing groups to manage and live well with their emo�onal or physical long-term condi�on. They can access a range of AUKO and external ac�vi�es and services for example lunch clubs, Men in Sheds, cra� sessions to counselling, support groups, community groups etc.

CLUSTERS-Prior to the covid lockdowns, PIP Advisors were based in each of the 5 Clusters as part of Integrated Health and Social Care Community teams. Clusters are aligned to loca�on of the pa�ents GP prac�ce. Each cluster has GP’s, District Nurses, Social Workers and an Age UK Oldham PIP Advisor, working together in the same building to provide health and social care services locally. This joined up way of working will mean a be�er experience for pa�ents and, in the longer term, real improvements to their health and wellbeing. The PIP role has evolved, and the client support is much more complex from when the service

UCRT-A PIP advisor con�nues to have a daily presence in the UCRT (Urgent Care Response Team-previously known an ICET/ORCAT), which started in October 2016. The team consists of qualified Nurses, Therapists, a Social Worker and Community Assistants. Since Feb 2019, the team has been based at Whitney Court with the Enablement service to provide an integrated crisis response service to prevent hospital admissions as well as facilita�ng safe discharges. In March 2024 the team moved into the new Oldham Council offices at the Spindles. The Urgent Care Team PIP Advisor will carry out a home visit and refer to internal Age UK Oldham services as well as external service providers (i.e. Age UK Shopping Service to provide an emergency shop, Age UK HandyVan Service, who can assist with downstairs living, moving a bed downstairs, Fire Safety check etc.) If the pa�ent has been iden�fied as being lonely and isolated, they will be referred into the longterm PIP service for more prolonged support.

Ac�vity / improvements in last 12 months:

As a result of changes withing the Adult Social Care delivery model (Targeted Opera�ng Model), the PIP service now receives most of its referrals from ASC via ARCC (Assessment Referral Contact Centre)-the “front door” of Oldham’s Adult Social Care service. The ARCC screens and triages ASC referrals and will send referrals at this earlier stage to the PIP service to ac�on. Apart from the URCT PIP worker, the team now operate a hybrid working day and spend their �me either office or home-based with the majority of their �me out in the community undertaking home visits or escor�ng clients, as way of introduc�on, to social ac�vi�es.

Helpline and Enablement services, and a PIP worker is also based there as part of the wider team. The PIP worker’s role within the UCRT has become cemented as it is flexible and responsive to the urgent needs of pa�ents supported through the crisis team. Our worker con�nues to receive nomina�ons by the integrated team for Employee of the Month on several occasions.

Together (in con�nuance of their roles) a decision was made that, as current funding expired in March 2023, there would not be sufficient �me to recruit and train replacement staff into the Social Prescribing role and the future threat of staff migra�on to AT due to lack of parity

Number of people supported 1232 - resul�ng in 10,060 contacts with or on behalf of clients.

PIP Manager and Age UK CEO, meet with funders quarterly, to present reports/KPI’s, which comply with funder’s requirements.

PIP Manager reports bi-annually to CCG on UCRT PIP service ac�vity

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Risks/Threats:

Con�nued funding

Demand can overstretch capacity at �mes

The nature of the work being undertaken by PIP advisors to support older people in the community has become complex. A great deal of �me is spent in acquiring the most appropriate support for vulnerable older people. The �mescales and complexity of the work can have an impact on wai�ng �mes for new referrals to be dealt with.

SAFE AT HOME AND SHOPPING SERVICE

Funded by Age UK Oldham 37K and Client charges £14,118

Service Objec�ve:

at Werneth.

This service operates deliveries Monday Tuesday Wednesday Thursday.

Short descrip�on of service: To deliver shopping to housebound and vulnerable older people who cannot shop for themselves. Working closely with other social services, care agencies and families to monitor areas of concern.

We con�nue to put shopping away monitor the home situa�on and liase with family and agencies to ensure that clients are safe and well within the home.

Ac�vity / improvements in last 12 months:

Over the year we delivered over 2,100 shops to older people.

reliable.

However, we have to pay for the slots which has reduced the income as this is deducted from the £8 charge this varies from free to up to £2 a slot depending on capacity at Tesco.

at Werneth.

This service operates deliveries Monday, Tuesday Wednesday Thursday this works well with the meals service as some clients have both.

Short descrip�on of service: To deliver shopping to housebound and vulnerable older people who cannot shop for themselves. Working closely with other social services, care agencies and families to monitor areas of concern.

Ac�vity / improvements in last 12 months:

Over the year we delivered over 2,100 shops to older people.

reliable.

We have only had to manually shop for one day when the na�onal system crashed.

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Prices are much be�er for the customer and there is a wider range of food to choose from.

This con�nues to be a �me-consuming process the average age of user is 80+ customers will not always be ready with their order and o�en need help to decide - therefore to take the order and payment and order online takes �me.

The charge remains at £8. However, we must pay Tesco for the slot and to pick and pack this ranges from £1 to £2 usually £2 and up to £5 over the Christmas /Easter period, which reduces our income depending on slot charge. We also have to pre-book slots at busy �mes of the year in advance.

We con�nued to use Household Support funding to provide shopping free or no delivery charge to people of all ages who had been discharged from hospital, in crisis or with low income/fuel poverty or no means to shop.

At the end of the year, we had a data base of 60 clients with deliveries averaging 45 a week.

The deliveries are now incorporated with the delivery of the meals service which is a be�er use of resources across the 4 days.

2,040 shopping deliveries were carried out

Risks/Threats:

Future funding uncertain due to funding by the Charity

TECHNOLOGY & US COMPUTER CLASSES

Funding Source: Age UK Oldham and Chargeable project: £669

Service Objec�ve:

IT classes for older people in small groups at Chadderton over 60’s centre – home visits are also provided at an addi�onal charge

Technical support / repairs is also available at an addi�onal charge

Short descrip�on of service:

IT classes are held every Chadderton over 60s – we also support people with mobile phones, digital cameras who may also need a quick lesson to help them

Our IT support includes home visits to those unable to travel to the centre

All classes & home visits are chargeable

chargeable.

Ac�vity / improvements in last 12 months:

Three people come every week, not for tui�on anymore but because they have formed friendships with each other so use the opportunity to meet every week.

Ac�vely looking for a volunteer to support these sessions

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AGE UK OLDHAM LIMITED

(A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

Sessions are chargeable at £6 each

Home visits are £15 per hour

Risks/Threats:

Loss of numbers

Loss of venue

VOLUNTEERS

Funding Source: Age UK Oldham

Service Objec�ve: support all AUKO services with volunteer help

Volunteers make an important contribu�on to the work of Age UK Oldham, enabling the delivery of quality, cost-effec�ve services. Volunteers are dedicated and an instrumental part of our Age UK Oldham family

We recognise the importance of well-trained volunteers so we also deliver a Welcome to Age UK Day

Short descrip�on of service:

Our volunteers help us be there for the people who need us most, from direct service delivery to helping us raise money through our charity shops. Volunteers are our strength

Ac�vity / improvements in last 12 months:

As the need for our services have grown so too have our volunteers, we have recruited more throughout all our services and exis�ng volunteers have taken on new and different roles to help us in our work. Also service users from the cra� group have now registered as intergenera�onal volunteers and help with cra� ac�vi�es at our Chapel. Loss of our lunch clubs has also given us an access of volunteers who we are looking to place elsewhere

Befriending: 18

Intergenera�onal: 2

Just4Men: 1

Day Care: 3

Men In Sheds: 6

Shops: 90 Falls:8

Lifestory: 16

Older Together : 15

Chadderton Over 60’s: 6

George St Chapel: 16

Risks/Threats:

development

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

CHARITY SHOPS

Income Genera�on: £775,425

To raise funds for the charity we started the year 2023/24 opera�ng eight charity shops.

We sell donated goods at Lees, Failsworth Precinct, Lord Lane Failsworth, Shaw, Uppermill, Oldham Town Centre £1 shop, Huddersfield Road, Bou�que and eBay.

Our shops generate income by providing household goods, clothing, and furniture to the local community.

The shop sales (excluding gi� aid) during 2023/24 were £655,195, which is £9,092 up on last year.

We also raised funds by selling on our eBay shop, raising £16,138. This is an improvement on the previous year by £3,269 year. We have given one of our Shop Managers, Gaynor Robinson, the responsibility of eBay which she has embraced with vigour.

Recycling of rags £29,085 which is down £4,640. This is due to the market rate price per kilo being reduced. This has happened across the charity sector na�onally.

Gi� aid: £75,007, which is down £15,038 on last year. This has been addressed and a new system of gi� aid management has been implemented.

Totalling £775,425

This is £7,320 down on last year, due to lower Rags and Gi� Aid income.

Service Objec�ve:

We have 8 retail outlets which are currently overseen by a retail manager, with the assistance of a retail opera�ons manager. We now have a team of 17 shop managers (full �me, part �me, and peripate�c), a

Short descrip�on of service:

Eight retail shops sell a wide variety of donated goods whilst ac�ng as a link in the community to our local services. All sites have a supply of our service guides and useful informa�on leaflets for customers’ needs.

Researching and valuing items which have been donated and then to sell on eBay, or in the shops, to maximize profits.

charity.

Ac�vity / improvements in the last 12 months:

Our rags and waste income has declined due to the price per kilo, so we con�nue to transfer more stock to our pound shop, which has improved in turnover year on year. Stock is moved there 4 �mes per week from the other shops. We u�lise part of our Barn St site to store furniture and this is also where our small appliance electrical dona�ons are tested. Dona�ons con�nue to pour into our local shops nega�ng the expense of “bag drops”. We also transfer goods between shop sites, ac�vely using a group WhatsApp service, to provide each shop with their best-selling goods.

with ease, iden�fying key areas for us to focus our efforts.

We have taken on board the new e-learning training system. All managers are up to date with their training. This can now be done without taking managers away from their shops and having to use other staff to cover. This saves on salaries also.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

We con�nue to re-use donated bags which we charge for and no longer buy new carriers. This is a small effort to help the environment.

Risks/Threats

We face a high turnover of volunteers who con�nually need training, induc�ng, and managing. Whilst we endeavour to make every effort for new volunteers to join our team, we s�ll face weekly issues surrounding staffing levels at all our sites.

During Covid 19 we installed safety screens around our �ll areas, we are slowly removing these.

Even more customers are now shopping online and the increase of cheaper compe�tors on the high street means that our prices and stock quality need to be more compe��ve than ever.

Our eBay coordinator is now one of our shop managers. She travels between shops on her non-shop manager days to collect and view poten�al eBay items.

We will not accept shop complacency around Gi� Aid. We have implemented weekly calls to every shop reques�ng feedback on their weekly Gi� Aid figures. This highlights training needs for volunteers and managers.

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AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

MODERN SLAVERY AND HUMAN TRAFFICKING STATEMENT

This statement is provided on behalf of Age UK Oldham and is made in pursuant to sec�on 54 of the Modern Slavery Act 2015 ('the Act'). It cons�tutes Age UK Oldham’s statement for the financial year ended 31 March 2024.

of human rights and contrary to the ethical standards and values we hold dear. As a charity we have a zero tolerance approach to such abuses.

We are commi�ed to preven�ng modern slavery in our organisa�on and ensuring that our supply chain is as equally free of both modern slavery and human trafficking (within the reasonable bounds of our influence and control to ensure compliance with the Act by our supply chain and / or assure ourselves of their compliance).

OUR ORGANISATION

Age UK Oldham is a local autonomous charity registered in England and is a Brand partner of the na�onal Age UK charity. Our cons�tu�on states that:

‘The objec�ve of the organisa�on shall be to promote the relief of elderly people in any manner which now or herea�er may be deemed by law to be charitable’.

Age UK Oldham has an opera�onal trading subsidiary which generates income to funds the chari�es work.

volunteers across our services.

employment status considered to be vulnerable to modern slavery in this country. We are not complacent and have robust policies and procedures in place.

POLICIES

eradica�on of modern slavery and human trafficking, and has policies and procedures in place to ensure that they can do so. The relevant policies are:

  1. Age UK Oldham’s Cri�cal Supplier policy and procedure requires that suppliers are formally approved by Age UK Oldham and that they can only provide goods and services a�er confirming compliance with all applicable regula�ons and legisla�on, including the Modern Slavery Act.

  2. Age UK Oldham’s Safeguarding Policy and Procedures acknowledges modern slavery as a form of abuse and, where there is a concern about a child (under 18 years) or an adult (18 or over) who needs care and support, this Policy takes effect.

Age UK Oldham aims to work with only those suppliers that demonstrate high levels of commitment to monitoring and reducing the risk of modern slavery and human trafficking taking place within their organisa�ons or supply chains.

supplier fails to provide the informa�on requested or meet Age UK Oldham's expecta�ons, Age UK Oldham will take appropriate ac�on, which may include not entering into a rela�onship or termina�ng the rela�onship.

In the 2024/25 financial year Age UK Oldham plans to take further steps to enhance our supply chain due diligence, including:

-41-

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

This statement is made pursuant to Part 6, sec�on 54 of the Act and cons�tutes Age UK Oldham’s an�slavery and human trafficking statement for the financial year ending 31 March 2024 and has been approved by the Age UK Oldham Board of Trustees on behalf of Age UK and its charitable and trading subsidiaries.

INVESTMENT POLICY

The investment objec�ve for most of Age UK Oldham’s long-term reserves is to generate an increase in value more than infla�on over the long term. A small propor�on of the charity’s long-term investments is held to generate an income to support the on-going ac�vi�es of the charity.

The investment objec�ve for the short-term cash reserves is to preserve the capital value with a minimum level of risk. This cash should be readily available to meet cash flow requirements.

BORROWING POLICY

Age UK Oldham when possible, uses its own cash facili�es rather than organised borrowing. Any borrowing needed to fund the ac�vi�es of the charity will be in line with its cons�tu�on and a plan will be in place to meet any repayments as they fall due.

POLICY ON RESERVES

Age UK Oldham has a Reserves Policy which is reviewed on an annual basis by the Trustees. The approved policy of the charity is that designated unrestricted funds which have not been restricted for a specific use should be maintained at a level of £723,652.

charity’s current and planned ac�vi�es for six months while considera�on is given to ways in which addi�onal funds may be raised. This will enable all legal commitments to be met within this period including the costs of any eventual need to wind up its opera�ons.

PLANS FOR FUTURE PERIODS

-42-

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

TRUSTEES' REPORT (INCLUDING GROUP DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2024

RESTRICTED FUNDS

general purposes of the charity.

FINANCIAL REVIEW

increasingly under heavy pressure and scru�ny.

Our services, when looked at holis�cally, provide great value for money in preventa�ve care and early iden�fica�on of issues for users of our services. This is an area which the charity should be proud, although it can be hard not to be guided into becoming financially responsible for the obliga�ons of other par�es.

adequate for this however, going forward, the budge�ng process for the coming year will be more difficult as funding budgets are increasingly �ght, and we also have to absorb the employers NI rises. One key event is the Charity in the year has expended £448,663 on property assets securing facili�es for Day Care for the future.

The Charity has con�nued to provide high quality services and innova�ve programmes to which our resources may be allocated. It is credit to the staff and volunteers that the Charity remains in a strong posi�on. We con�nue to reserve funds to insure against losing key contracts and having to downsize the charity as has been the case in previous years.

EQUALITIES AND DIVERSITY

Age UK Oldham is commi�ed to the principles and prac�ce of equal opportunity for all its employees, volunteers and applicants for employment. We also believe that all older people should receive services that meet their needs. As part of this commitment we work to ensure that our own services and resources are relevant to the needs of all older people and are perceived by those in need as relevant and accessible.

Signed on behalf of the board of Trustees

……………………………………………………………………………………

Clinton Ellio� (Chairman)

Trustee

Dated: ………………………………………

-43-

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

INDEPENDENT AUDITOR'S REPORT

TO THE TRUSTEES OF AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

Opinion

We have audited the consolidated financial statements of Age UK Oldham Limited (the 'charity') and its trading subsidiary for the year ended 31 March 2024 which comprise the consolidated statement of financial activities, the consolidated and company balance sheet, the consolidated statement of cash flows and the notes to the financial statements, including a summary of significant accounting 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 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

INDEPENDENT AUDITOR'S REPORT (CONTINUED)

TO THE TRUSTEES OF AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

Other information

The other information comprises the information included in the annual report other than the financial statements and our auditor's report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of our audit:

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the directors' report included within the trustees' report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

INDEPENDENT AUDITOR'S REPORT (CONTINUED)

TO THE TRUSTEES OF AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

Responsibilities of trustees

As explained more fully in the statement of trustees' responsibilities, the trustees, who are also the directors of the charity for the purpose of company law, are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: https://www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor's report.

Extent to which the audit was considered capable of detecting irregularities, including fraud

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

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

INDEPENDENT AUDITOR'S REPORT (CONTINUED)

TO THE TRUSTEES OF AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulations. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.

Use of our report

This report is made solely to the company’s members, as a body, in accordance with section 391 of the Companies Act 2014. Our audit work has been undertaken so that we might state to the company’s members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the company and the company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

(Senior Statutory Auditor) for and on behalf of Chadwick & Company (Manchester) Limited

Chartered Accountants

Statutory Auditors Capital House 272 Manchester Road

Droylsden Manchester M43 6PW

9 December 2024

Chadwick & Company (Manchester) Limited is eligible for appointment as auditor of the charity by virtue of its eligibility for appointment as auditor of a company under section 1212 of the Companies Act 2006.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

CONSOLIDATED STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2024

Notes
Income and endowments from:
Donations and legacies
2
Charitable activities
3
Activities for generating funds
4
Investments
5
Total income and endowments
Expenditure on:
Charitable activities
6
Other
4
Total resources expended
Net gains/(losses) on
investments
13
Net (outgoing)/incoming
resources before transfers
Gross transfers between funds
Net movement in funds
Fund balances at 1 April 2023
Fund balances at 31 March
2024		 Unrestricted
Restricted
funds
funds
general
designated
£
£
£
12,582
-
-
841,691
-
1,014,285
804,659
-
-
16,533
-
-
1,675,465
-
1,014,285
1,097,661
-
988,192
699,162
-
-
1,796,823
-
988,192
14,884
-
-
(106,474)
-
26,093
(52,823)
67,823
(15,000)
(159,297)
67,823
11,093
1,833,784
655,829
48,322
1,674,487
723,652
59,415		 Total
2024
£
12,582
1,855,976
804,659
16,533
2,689,750
2,085,853
699,162
2,785,015
14,884
(80,381)
-
(80,381)
2,537,935
2,457,554		 Total
2023
£
34,863
1,730,632
813,991
12,753
2,592,239
1,849,369
685,986
2,535,355
(19,348)
37,536
-
37,536
2,500,399
2,537,935

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

CONSOLIDATED AND COMPANY BALANCE SHEET

AS AT 31 MARCH 2024

Notes
Fixed assets
Tangible assets
15
Investments
16
Current assets
Stocks
17
Debtors
18
Cash at bank and in hand
19
Creditors: amounts
falling due within one
year
20
Net current assets
Total assets less current liabilities
Income funds
Restricted funds
23
Designated funds
21
Unrestricted funds
21		 2024
Group
£
1,459,082
300,737
1,759,819
539
370,395
477,071
848,005
150,270
697,735
2,457,554
59,415
723,652
1,674,487
2,457,554		 2023
Group
£
1,004,993
285,853
1,290,846
587
183,006
1,284,835
1,468,428
221,339
1,247,089
2,537,935
48,322
655,829
1,833,784
2,537,935		 2024
Company
£
1,459,082
300,739
1,759,821
-
462,215
383,378
845,593
147,860
697,733
2,457,554
59,415
723,652
1,674,487
2,457,554		 2023
Company
£
1,004,993
285,855
1,290,848
-
264,317
1,197,026
1,461,343
214,256
1,247,087
2,537,935
48,322
655,829
1,833,784
2,537,935

The accounts were approved by the Trustees on 9 December 2024

C E Elliott

Trustee

Charity Registration No. 1145196 Company Registration No. 07267880

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

CONSOLIDATED STATEMENT OF CASH FLOWS

FOR THE YEAR ENDED 31 MARCH 2024

Notes
Cash flows from operating activities
Cash (absorbed by)/generated from
operations
28
Investing activities
Purchase of tangible fixed assets
Proceeds on disposal of tangible fixed
assets
Interest received
Net cash used in investing activities
Net cash used in financing activities
Net (decrease)/increase in cash and cash
equivalents
Cash and cash equivalents at beginning of year
Cash and cash equivalents at end of year		 2024
£
£
(318,434)
(505,863)
-
16,533
(489,330)
-
(807,764)
1,284,835
477,071		 2023
£
£
139,670
(35,745)
3,249
12,753
(19,743)
-
119,927
1,164,908
1,284,835

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies

1.1 Company information

Age UK Oldham Limited (A company limited by guarantee) is a private company limited by guarantee incorporated in England and Wales. The registered office is 10 Church Lane, Oldham, OL1 3AN.

1.2 Accounting convention

The financial statements have been prepared in accordance with the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (as amended for accounting periods commencing from 1 January 2016). The charity is a Public Benefit Entity as defined by FRS 102.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

These financial statements consolidate the results of the charitable company and its wholly owned trading subsidiary, George Street Chapel Limited. A separate Statement of Financial Activities (SOFA) is not presented because the charitable company has taken advantage of the exemption afforded by section 408 of the Companies Act 2006.

1.3 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.4 Charitable funds

Unrestricted general funds - these are funds that can be used in accordance with the charitable objects at the discretion of the trustees.

Designated funds - these are unrestricted funds designated for particular purposes by the trustees within the objectives of the charity.

Restricted funds - these are funds that can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanations of the nature and purpose of each fund are included in the notes to the financial statements.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies

(Continued)

1.5 Incoming resources

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that 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 donations received under Gift Aid or deeds of covenant is recognised at the time of the 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 treated as a contingent asset.

Government grants are recognised at the fair value of the asset received or receivable when there is reasonable assurance that the grant conditions will be met and the grants will be received.

A grant that specifies performance conditions is recognised in income when the performance conditions are met. Where a grant does not specify performance conditions it is recognised in income when the proceeds are received or receivable. A grant received before the recognition criteria are satisfied is recognised as a liability.

Income from trading activities is the amount derived from the provision of goods/services, and stated after trade discounts, other sales taxes and net of VAT.

Investment income, including associated income tax recoveries, is recognised when receivable.

1.6 Resources expended

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies

(Continued)

Expenditure, which is charged on an accruals basis, is allocated between:

A designated fund is established for expenditure which has been committed to projects, but remains unspent at the year end.

1.7 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Freehold property 2% on cost
Long leasehold property over the period of the lease
Office & day care equipment 20% - 33% on cost
Fixtures & fittings 20% on cost
Motor vehicles 25% on cost

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

1.8 Fixed asset investments

Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year. Transaction costs are expensed as incurred.

1.9 Stocks

Stocks are stated at the lower of cost and estimated selling price less costs to complete and sell. Cost comprises direct materials and, where applicable, direct labour costs and those overheads that have been incurred in bringing the stocks to their present location and condition. Items held for distribution at no or nominal consideration are measured the lower of replacement cost and cost.

Net realisable value is the estimated selling price less all estimated costs of completion and costs to be incurred in marketing, selling and distribution.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies

(Continued)

1.10 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.11 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

1.12 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received. Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies

(Continued)

1.13 Retirement benefits

The charity operates a defined contribution pension scheme. Contributions are charged to the SOFA as they become payable in accordance with the rules of the scheme. These contributions are invested separately from those of the charity.

1.14 Legal status of the charity

The charity is a company limited by guarantee and has no share capital. The liability of each member in the event of a winding up is limited to £1.

1.15 Support costs

Support costs comprise service costs incurred centrally in support of the project work which are apportioned to activities in furtherance of the objects of the charity. Office costs and property related costs are apportioned on the proportion of floor area occupied by the activity. Indirect staff costs are allocated in the same proportion as directly attributable staff costs. Transport costs are apportioned according to the use of transport by the relevant department.

2 Donations and legacies

2024 2023
£ £
Donations and gifts 12,582 34,863
Total 2023 £ 1,730,632 626,593 1,104,039 1,730,632
Total 2024 £ 1,855,976 841,691 1,014,285 1,855,976
Health &
Community		 wellbeing
development/		 actions £
£		 90,820
116,842		 7,205
15,647		 83,615
101,195		 90,820
116,842		 5,064
29,074		 99,713
116,880		 104,777
145,954
Promoting independence £ 208,811 27,534 181,277 208,811 29,398 233,418 262,816
Care view, advice & support £ 110,491 14,864 95,627 110,491 - 95,424 95,424
Care services £ 921,401 432,866 488,535 921,401 298,087 502,651 800,738
Preventative services £ 407,611 343,575 64,036 407,611 264,970 55,953 320,923
Charitable activities Sales within charitable activities Analysis by fund Unrestricted funds Restricted funds For the year ended 31 March 2023 Unrestricted funds - general Restricted funds
3

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

4 Activities for generating funds

Unrestricted
Restricted
funds
funds
general
£
£
Shop income
775,425
-
Trading subsidiaries income
29,234
-
Activities for generating funds
804,659
-
For the year ended 31 March
2023
813,991
-
Unrestricted
Restricted
funds
funds
£
£
Net (profit)/loss on disposal of tangible fixed assets
-
-
Shop expenditure
669,928
-
Trading subsidiaries expenditure
29,234
-
699,162
-
For the year ended 31 March
2023
685,986
-		 Total
2024
£
775,425
29,234
804,659
Total
2024
£
-
669,928
29,234
699,162		 Total
2023
£
782,746
31,245
813,991
813,991
Total
2023
£
(3,249)
657,990
31,245
685,986
685,986

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

4 Activities for generating funds (Continued) (Continued)
Subsidiaries income and expenses
George
Street Total Total
Chapel Ltd 2024 2023
£ £ £
Turnover from commissions/sales 29,234 29,234 31,245
Bank plus other interest - - -
Total income 29,234 29,234 31,245
Total expenditure (29,234) (29,234) (31,245)
Net income before ift aid - - -

Net income before gift aid

The profits of George Street Chapel Limited are gift aided to the charity so there is no liability to corporation tax for those entities.

5 Investments

Income from listed investments
Interest receivable		 2024
£
2,887
13,646
16,533		 2023
£
2,802
9,951
12,753

Total 2023 £ 1,835,369 14,000 1,849,369 787,805 1,061,564 1,849,369
Total 2024 £ 2,071,853 14,000 2,085,853 1,097,661 988,192 2,085,853
Community development/ actions £ 147,846 684 148,530 52,566 95,964 148,530 64,736 68,558 133,294
Health & wellbeing £ 121,500 731 122,231 36,527 85,704 122,231 5,847 99,713 105,560
Care view,
Promoting		 advice &
independence		 support £
£		 124,132
373,612		 1,102
3,608		 125,234
377,220		 26,457
185,636		 98,777
191,584		 125,234
377,220		 21,594
123,400		 95,424
233,418		 117,018
356,818
Care services £ 933,486 6,896 940,382 491,051 449,331 940,382 320,822 508,498 829,320
Preventative services £ 371,277 979 372,256 305,424 66,832 372,256 251,406 55,953 307,359
Charitable activities Administration & support costs Share of governance costs (see note 8) Analysis by fund Unrestricted funds - general Restricted funds For the year ended 31 March 2023 Unrestricted funds - general Restricted funds
6

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

7
Net movement in funds
The net movement in funds is stated after charging/(crediting):
Fees payable for the audit of the charity's financial statements
Depreciation of owned tangible fixed assets
Loss/(profit) on disposal of tangible fixed assets
8
Support costs
Governance
costs
£
Audit fees
14,000
14,000
Analysed between
Charitable activities
14,000		 2024
£
14,000
51,774
-
2024
£
14,000
14,000
14,000		 2023
£
14,000
41,778
(3,249)
2023
£
14,000
14,000
14,000

9 Trustees

None of the trustees (or any persons connected with them) received any remuneration or expenses during the year.

10 Auditor's remuneration

The analysis of auditor's remuneration is as follows:
Fees payable to the charity's auditor and associates: 2024 2023
£ £
Audit of the charity's annual accounts 14,000 14,000

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

11 Pension Costs

The company operates a company pension scheme. The assets of the scheme are held separately from those of the company in an independently administered fund.

On 1 June 2019, Age UK Oldham Limited commenced a service that had previously been carried out by MioCare (Made In Oldham Care) Group. To facilitate this service, four employees were transferred from MioCare Group to Age UK Oldham Limited under the Transfer of Undertakings (Protection of Employment) Regulations (TUPE).

Age UK Oldham Limited (the admission body) and the scheme employer, Oldham Metropolitan Borough Council have agreed that for these employees, the admission body is to be pooled with the scheme employer and will pay the contribution rate. On termination of the contract, all assets and liabilities will revert to the scheme employer who will make good any shortfall.

As Age UK Oldham Limited has no liability in respect of the above pension scheme other than the making of monthly pension contributions, it has therefore treated the pension contributions paid as if they were due to a defined contribution scheme. Contributions payable by the company to this pension fund during the period amounted to £7,686 (2023: £7,487).

The pension cost charge represents total pension contributions payable totalling £46,160 (2023: £41,017).

12 Employees

The average monthly number of employees during the year was:

Operational programmes
Management and administration
Total
Employment costs
Wages and salaries
Social security costs
Other pension costs		 2024
Number
79
8
87
2024
£
1,661,414
127,543
46,170
1,835,127		 2023
Number
73
8
81
2023
£
1,501,785
111,088
41,017
1,653,890

There were no employees whose annual remuneration was more than £60,000.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

12
Employees
Remuneration of key management personnel
The remuneration of key management personnel, which comprises of, the
chief executive and six senior managers, is:
Aggregate compensation
13
Net gains/(losses) on investments
Revaluation of investments		 (Continued)
2024
2023
£
£
297,741
277,782
2024
2023
£
£
14,884
(19,348)

14 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

15 Tangible fixed assets

GROUP
Cost
At 1 April 2023
Additions
At 31 March 2024
Depreciation and
impairment
At 1 April 2023
Depreciation charged in
the year
At 31 March 2024
Carrying amount
At 31 March 2024
At 31 March 2023		 Freehold
property
£
751,061
448,443
1,199,504
123,510
20,183
143,693
1,055,811
627,551		 Long
leasehold
property
Office &
day care
equipment
Fixtures &
fittings
£
£
£
418,562
184,104
90,813
-
-
10,932
418,562
184,104
101,745
100,489
173,038
86,163
8,371
4,231
2,756
108,860
177,269
88,919
309,702
6,835
12,826
318,073
11,067
4,649		 Motor
vehicles
£
228,153
46,488
274,641
184,500
16,233
200,733
73,908
43,653		 Total
£
1,672,693
505,863
2,178,556
667,700
51,774
719,474
1,459,082
1,004,993

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

15 Tangible fixed assets

(Continued)

COMPANY
Cost
At 1 April 2023
Additions
At 31 March 2024
Depreciation and
impairment
At 1 April 2023
Depreciation charged in
the year
At 31 March 2024
Carrying amount
At 31 March 2024
At 31 March 2023		 Freehold
property
£
751,061
448,443
1,199,504
123,510
20,183
143,693
1,055,811
627,551		 Long
leasehold
property
Office &
day care
equipment
Fixtures &
fittings
£
£
£
418,562
184,104
90,813
-
-
10,932
418,562
184,104
101,745
100,489
173,038
86,163
8,371
4,231
2,756
108,860
177,269
88,919
309,702
6,835
12,826
318,073
11,067
4,649		 Motor
vehicles
£
228,153
46,488
274,641
184,500
16,233
200,733
73,908
43,653		 Total
£
1,672,693
505,863
2,178,556
667,700
51,774
719,474
1,459,082
1,004,993

16 Fixed asset investments

Shares in
subsidiaries
UK quoted
investments
£
£
Cost or valuation
At 1 April 2023
2
285,853
Valuation changes
-
14,884
At 31 March 2024
2
300,737
Fair value
At 31 March 2024
2
300,737
At 31 March 2023
2
285,853		 Total
£
285,855
14,884
300,739
300,739
285,855

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

17
Stocks
Finished goods and goods for resale
18
Debtors
Amounts falling due within one year:
Trade debtors
Amounts due from subsidiary
undertakings
Prepayments and accrued income
19
Cash at bank and in hand
Short term deposits
Cash and bank balances
20
Creditors: amounts falling due within one
Other taxation and social security
Trade creditors
Other creditors
Accruals and deferred income		 2024
Group
£
539
2024
Group
£
255,646
-
114,749
370,395
2024
Group
£
52,121
424,950
477,071
year
2024
Group
£
36,616
49,005
18,589
46,060
150,270		 2023
Group
£
587
2023
Group
£
101,626
-
81,379
183,005
2023
Group

£
169,775
1,115,060
1,284,835
2023
Group
£
39,970
67,858
22,642
90,869
221,339		 2024
Company
£
-
2024
Company
£
253,803
93,663
114,749
462,215
2024
Company
£
52,121
331,257
383,378
2024
Company
£
36,486
48,815
17,939
44,620
147,860		 2023
Company
£
-
2023
Company
£
98,981
83,956
81,380
264,317
2023
Company
£
169,775
1,027,251
1,197,026
2023
Company
£
39,380
66,602
18,845
89,429
214,256

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

21 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used.

At 1 April
2023
£
Unrestricted
funds
1,833,784
Previous
year:
At 1 April
2022
£
Unrestricted
funds
1,872,933		 Incoming
resources
Resources
expended
£
£
1,675,465
(1,796,823)
Incoming
resources
Resources
expended
£
£
1,488,200
(1,473,791)		 Transfers
Gains and
losses
At
£
£
(52,823)
14,884
Transfers
Gains and
losses
At
£
£
(34,210)
(19,348)		 31 March
2024
£
1,674,487
31 March
2023
£
1,833,784

22 Designated funds

The income funds of the charity include the following designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes:

At 1 April
2023
£
Designated funds
655,829
Previous year:
At 1 April
2022
£
Designated funds
621,619		 Transfers At
£
67,823
Transfers At
£
34,210		 31 March
2024
£
723,652
31 March
2023
£
655,829

The designated funds represent unrestricted funds designated by the trustees 1) to cover the future cost of lease commitments and 2) in support of estimated potential closure and redundancy costs.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

23 Restricted funds

The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be used.

At 1 April
2023
£
Day care service
-
Lunch clubs
-
Life story
-
Household Support Fund
48,322
Falls programme
-
Choosing the right care
-
Dementia carer assessments
and care & support
-
Home first
-
PIP / ORCAT / Social
Prescribing
-
Handyvan / Eon / Warm
homes
-
Steps to home / Living well
-
Cost of living response
-
Out and about
-
48,322		 Incoming
resources
Resources
expended
£
£
216,251
(216,251)
122,564
(122,564)
18,695
(18,695)
77,500
(73,121)
83,615
(83,615)
30,000
(30,000)
65,627
(65,627)
49,281
(30,373)
181,277
(181,277)
64,036
(64,036)
60,439
(60,439)
40,000
(40,000)
5,000
(2,194)
1,014,285
(988,192)		 Transfers At
£
-
-
-
(15,000)
-
-
-
-
-
-
-
-
-
(15,000)		 31 March
2024
£
-
-
-
37,701
-
-
-
18,908
-
-
-
-
2,806
59,415

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

23
Restricted funds
Previous year:
At 1 April
2022
£
Day care service
-
Lunch clubs
-
Life story
-
Household Support Fund
-
Falls programme
-
Choosing the right care
-
Dementia carer assessments
and care & support
-
Home first
-
PIP / ORCAT / Social
Prescribing
-
Handyvan / Eon / Warm
homes
-
Steps to home / Living well
5,847
5,847		 Incoming
resources
Resources
expended
£
£
296,368
(296,368)
122,564
(122,564)
18,630
(18,630)
98,250
(49,928)
99,713
(99,713)
30,000
(30,000)
65,424
(65,424)
9,552
(9,552)
233,418
(233,418)
55,953
(55,953)
74,167
(80,014)
1,104,039
(1,061,564)		 (Continued)
Transfers At 31 March
2023
£
£
-
-
-
-
-
-
-
48,322
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
48,322

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

23 Restricted funds

(Continued)

The restricted funds are for particular projects specified by the donor as follows:

Day care service - funding from Oldham Social Services regarding a contracted service with OMBC to provide 130 places per week at two day care centres with meals, activities and personal care for older dependent (assessed as having substantial and critical needs by social workers) people, also giving respite care to carers.

Lunch clubs - funding from Oldham Adult Social Care to provide a three course home cooked meal and supported activities at eight locations.

Life story - funding from CCG. Recruiting and training volunteers to produce life-story books for care home residents, the majority of whom are experiencing dementia.

Household Support Fund - funding received via Action Together from Oldham Council who distribute it on behalf of Department for Work and Pensions to help those people who are facing hardship or crisis and are on a low income.

Falls programme - funding from CCG (Clinical Commissioning Group). Exercise classes specially tailored to improve the mobility of older people who have experienced falls or are at risk of falling - includes transport. Referrals are exclusively via the Fall Team.

Choosing the right care - delivers information and support to help older people and their carers to find suitable care options and access services and is funded by OMBC. Choosing the right care provides information on costs, facilities, inspection reports and bed availability.

Dementia care & support - funded by OMBC & the CCG provides information and support on all aspects of dementia care. It provides specialist dementia carers assessments using Local Authority protocols & frameworks.

Home First Service - offers discharge support to older adults who are returning home from a hospital admission, presentation at A&E, or following a spell of in-patient intermediate care. The service also aims to support older people in the community identified to be at risk of a hospitalisation. The service offers up to 5 days follow-up support following a discharge.

PIP / ORCAT / Social Prescribing - funded by Pennine Care Foundation NHS Trust / Northern Care Alliance / OMBC. Age UK Oldham staff are allied to GP clusters to provide emotional and practical support to older people with long term health conditions aiming to reduce non elective hospital admissions and reduce isolation and loneliness which can lead to poor health and result in increased medical appointments.

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

23 Restricted funds

(Continued)

HandyVan / Warm Homes / E-On - HandyVan is part funded by Oldham council and is a chargeable service. Our handyman and registered contractors provide low level maintenance to older peoples property to keep them safe and independent at home. Warm Homes is a spot contract with Oldham council we provide people/families of all ages with a range of services including beds, bedding, emergency heating, furniture and repairs to the home for people living in fuel poverty. E-On funds a 4 month project, and we deliver around 120 home energy assessments in the property for older people, providing them with information to keep well and warm during winter, fitting energy saving measures within the home and signposting people for other services when a need has been identified.

Steps to Home / Living Well - delivered in partnership with Tameside, Oldham and Glossop MIND who are the lead organisation. It targets older people with mental / health problems, including dementia, to support them to experience a safe and timely discharge following a spell in hospital. It also aims to assist them both practically and emotionally for a number of weeks to reduce readmission.

Cost of living response - The Cost of Living fund was awarded to local brand partners by Age UK National to enhance the delivery of interventions to those older people who were most vulnerable and most likely to be adversely affected by the rising cost of living. It can be used to increase resources in existing Age UK services which are facing a significant increase in demand, namely:-

• Information and Advice (particularly benefit checks)

• Befriending, Social Prescribing (PIP service) Luncheon clubs etc. addressing loneliness and isolation. Funding received could be allocated to finance Direct Costs, Direct Support costs and Indirect costs.

Out and about - this is a programme for the OLGBT community to offer peer support and reduce isolation and loneliness. It has received funding from the Tony Lloyd Foundation.

24 Analysis of net assets between funds

Unrestricted
funds
Designated
funds
Restricted
funds
2024
2024
2024
£
£
£
Fund balances at 31 March
2024 are represented by:
Tangible assets
1,459,082
-
-
Investments
300,738
-
-
Current assets/(liabilities)
(85,333)
723,652
59,415
1,674,487
723,652
59,415		 Total
2024
£
1,459,082
300,738
697,734
2,457,554		 Total
2023
£
1,004,993
285,853
1,247,088
2,537,934

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

25 Operating lease commitments

Lessee

At the reporting end date the charity had outstanding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows:

Within one year
Between two and five years		 2024
£
29,308
121,071
150,379		 2023
£
45,783
81,408
127,191

26 Related party transactions

During the year the Charity used the services of North Ainley LLP, a supplier of legal service in which Mrs Z Ashton is one of the partners. Purchases from the company amounted to £2,110 (2023: £440) for the year and the amount outstanding at the year end was £nil (2023: £nil).

For the year ended 31 March 2024 gift aid of £nil (2023: £nil) was payable by George Street Chapel Limited, a 100% owned subsidiary, and at the year end the Company owed the Charity £93,663 (2023: £83,956).

27 Subsidiaries

Details of the charity's subsidiaries at 31 March 2024 are as follows:

Shares held
Name of undertaking and country of Nature of business Class %
incorporation or residency
George Street Chapel Limited England Events & tours Ordinary 100.00

AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE)

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

28
Cash generated from operations
2024
£
(Deficit)/surpus for the year
(80,381)
Adjustments for:
Investment income recognised in profit or loss
(16,533)
Gain on disposal of tangible fixed assets
-
Fair value gains and losses on investments
(14,884)
Depreciation and impairment of tangible fixed assets
51,774
Movements in working capital:
Decrease in stocks
48
(Increase) in debtors
(187,389)
(Decrease)/increase in creditors
(71,069)
Cash (absorbed by)/generated from operations
(318,434)		 2023
£
37,536
(12,753)
(3,249)
19,348
41,778
246
(23,297)
80,060
139,669