Charity Registi'ation No. 1145196 Compally Registration No. 07267880 (England and Wales) AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE) ANTr4UAL REPORT AND CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Oldham ageuK AGE UK OLDHAM LIMII'LD (A COMPANY LIMITED B Y GUARANTEE) CONTENTS Page GIDUP trustces, / ditEctoi's' report 1-47 Independcnt auditols I'eport 48-51 Consolid&ted statemcnt of fiiiancial activities 52 Consolidated balancc sheet 53 Consolidated statement of casli flows 54 Notes to the financial slalei))etTrts 55-76 AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIREcfoRS' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Registered Charity No: 1145196 Company Registration No.. 07267880 Head Office.. 10 Church Lane Oldham OLI 3AN Trustees l Directors: Clint Elliot (Chairl Zoe Ashton (Vice Chairl stuart Bailey (Treasurer) John Thom50n Dr Phil McEvoy Nazrin Azad Chief Executive: Yvonne Lee Company Secretary.. James Richardson Principal & Registered Office.. 10 Church L?ne Oldham OLI 3AN Auditors.. Chadwick and Company Chartered Accountants Statutory Auditors Capital House 272 Manchester Road Droylsden Manchester M43 6PW Solicitors.. North Ainlev 34-36 Clegg Street Oldham OLI IPS AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 The directors present their report and financial statements for the year ended 31 March 2025. The linancial statements have been prepared in accordance with the accounting policies set out in note I to the linancial statements and comply with the charit¢s governing document, the Charities Act 2011 and the statement of Recommended Practice IFRS 1021, "Accounting and Reporting by Charitie5" i55ued l January 2016. CHAIRMAN'S REPORT As the Chairman of Age UK Oldham, it gives me great pleasure to report thèt once again during the 202412025 financial year the organisation has met its charitable aims of supporting older people in the Oldham area. When put more formally our aims are to 'to promote the relief of elderly people in any manner. which now or hereafter may be deemed by law to be charitable in and around the metropolitan district of Oldham, and we continue to meet these aims with a wide range of local services targeted at older people in the area. In this short overview ot how our performance is meeting our stated aims, it Is difficult to cover all servlces individually. Age UK Oldham do however publish a comprehensive guide to our service5, which is widely available locally. You will see from that guide that we target areas that are vital to older people in need of supporl in a variety of circumstances. We encourage wellbeing and independence by various means including our day care service, whilst falls prevention, Handyvan and meals delivery parhcularly support independent living. Other services, like major/minor adaptations and home first support, assist in hospital discharge or can avoid admission in the first place. We a150 encourage socialising and artivity, which is so essential in older people. Men in Shec15, OLGBT osjt and about group and Chadderton Over 605 Centre go some way to meeting thls alm along with other Services we offer in this category. Our Dementia Support Services offer essential help and advice to older people and their families affected by this debilitating condib'on, which 15 becominE more prevalent acros5 Oldham as it is nationally. All our services are in high demand, and all require funding. This has been a parhcularly difficultyear in flnancial terms. We are reporting a second year of overspend as the cost of providing our fLsII range of e5senti31 services significantly outweighs our income this financial year. A continued annual overspend cannot be allowed to happen if we are to continue providing older people in Oldham with services which help them to live as full a life as possible and cope with the challenges that aging brings. Trustees and staff members are already lookirTrg at ways to reduce cost and increase income where possible. This may lead to services beinE delivered in a different way or being limited by cost. These are difficult times fof the charity and there wi15 be some difficult decisions to make going forward to assure the continuation of the charity and the bulk of the service we can provide. We recognise that as a charity we rely on an active and trusting relationships with all our local partners. Many of the services we provide are not only cost effective but can avoid further, more costly interventions by statutory agencies at a Yme when their own budgets are under pressure. Finally, I must add my appreciation of the volunteer work of my fellow trustees. However, we recognlse 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 continued support of all the local pe.ople, who through their donations, buyii)g from or donating goods to our charity shop5 or contributing 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. AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 STRUCTURE GOVERNANCE & MANAGEMENT Age UK Oldham Limited is a company limited by guarantee and registered under the Companie5 Act 2006, reElStration number 07267880. Its achvities are governed by its Memorandum and Articles of Association given at Companies House on 27 May 2010 as amended on 8 March 2011. The company is a registered charity, charity number 1145196, registered on 21 December 2011 and works to improve the lives of Older people wlthln the metropolitan borough of oldham. The company has been granted exemption from Corporation Tax as a charity in line with paragraph l 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 times a year. Each member 15 elected to serve for a period of three years, and consists of a chair, vice chair, treasLÈrer and five other members. DIRECTORS The directors in oflice during the period and at the date of this report are set out on page l. The board of directors has responsibility for the overall control and governance of the charity, and board members are expected to take an active role in the strategic direction of its work as well as share their skills and knowledge for the benefit of the organisation. New directors are elected and serve for an initial period of three years. Directors are currently recruited by advertising locally using role descriptions and person specifications. In addition, in their everyday roles in the community, board members network with local organisations and as vacancies arise are able to propose potential members who p055ess the relevant skills and experience to omplement the existing group. STATEMENT OF TRUSTEES, RESPONSIBILITIES The trustees (who are also directors of Age UK Oldham Limited for the purposes of company lawl are responsible for preparing the Trustees, RepDrt and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company Law requires the trustees to prepare financial statements for each financial year whlch give a true and fair view of the state of affairs of the charitable company and the group and of the incoming resources and application of resources, including the income and expenditure, of the charitable group for that year. In preparing these financial statements, the trustees are required to.. Select suitable accounting policies and then apply them con5iStently,' Observe the methods and principles In the Charities SORP,. Make judgements and estimates that are reasonable and prudent; state whether applicable UK Accounting Standards have been followed sublect to any material departures disclosed and explalned in the financial statements; and Prepare the fi'nancial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the asset5 of the charity and the group and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. AGE UK OLDHAM LIMITED IA COMPANV LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 As far as the Trustees are aware.. There is no relevant audit information of which the charitable company's auditors are unaware, and The Trustees have taken all steps that they ought to have taken to make themselvè5 aware of any relevant audit information and to establish that the auditors are aware of that information. The Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemir7ation of financial statements may differ from legislation in other lurlsdictions. INDUCTION TRAINING Directors bring a diverse range of skllls and expertise to the board in support of the organisation's objectives. Induction for board members beglns with a comprehensive accompanied full day visit to all Age UK Oldham's project5, day centres, luncheon clubs, trading outlets and head office- incorporating introduthon5 and full discussions with staff and service users, to ensure a full understanding of the charity and its day-to-day operations. An annual internal review is undertaken to deline current skills and identify any areas for development and further tralning. Tlustees are encouraged to participate in appropriate training courses, both locally and regionally. All directors are issued with informatTon regarding their roles and responsibilities le.g. Charity commission publications CC3, CC8 & CCII are providedl. RELATIONSHIPS WITH RELATED PARTIES The charity is currently a brand partner of Age UK and works with Ioc31 Age UK partners in Greater Manchester, the North West and within England to share good practice, formulate policy, and respond to government policies and changes in health & social care within the borough of Oldh3m. 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 opportunities forjoint ventures. To be known as Age UK GM Collective we are coll(Iborating whereby certain members undertake a representative role positionSng themselves on GM strategic groups, gaining a valuable link into the wider system and ensuring we have a stronger voice in the community on behalf of all local older people. Our chief executive takes part in Age UK regional meetings and national conferences, is an active member of the Age UK Greater Manchester Chief Officers Collective and also a member of the Age UK NDrth West Regional Consortium where Brand Partner Chief Officers network, discuss and take the oppnrlunity to influence future AUK developments. She also attends GM Older Adults Clinical Reference group la multi-agency partnership which develops clinical pathways and strategies) and Oldham Locality Winter Vaccination group assisting with the identification and reach of the most vulnerable Ioc81 older people. Age UK Oldham staff are enCo￿raged to take part in local and regional networking and development groups relevant to their area of service. ORGANISATIONAL STRUCTURE DECISION MAKING PROCESS A board of management consisting of a chair and Six directors directs the general conduct of the charity's activities. In addition to the AGM (Annual General Meeting) the board meets at least six times throughout the year. utilising membe¥s diverse skills, sub-groups meet to quickly react and report to the main Board when necessary. AGE UK OLDHAM LIMITED IA COMPANY LIMITED By GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORTI FOR THE YEAR ENDED 31 MARCH 2025 The board works with the chief executive who makes decisions on the day-to-day operation supported by a senior management team. Regular reports on financial performance are submitted by the Finance manager. considered by the CEO and 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 activities. The chief executive is responsible for the operalfjonal managelnent and administration of the charity with an average of 83 staff members and 160+ volunteers. She makes decisions on the day-to-day operation supported by the senior management team whose roles and responsibilities are clearly defined by full job descriptions. Working alongside prolect officers and their service managers, the administration, HR and finance team are based at our head office at 10 Church Lane Oldham from where our Information, and support services are delivered. Unfortunately, due to the uneven cobbles on the lane and only partial disability acces5 to the building itself Iwith no possibilities to improve the situation due to listed building restrictions) we need to carry out some interviews at our nearby retail premises. Our day centres, Shops, luncheon clubs, over 60's Community Centre, activity groups, Falls Preven￿On classes, Men in Sheds outlet5, community equipment, furniture store, Handyvanladaptations workshop, Chapel Events centre, caterinE department for distribution of meals etc. are all dispersed at various locations throughout the borough with separate management teams covering these are3S. WIDER NETWORK Many of our projects involve partnership working with other local organisations, 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 representatives 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 executive is an active member of the oldham Safeguarding Adults Partnership 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 multi-agency collaboration and co-ordination. She sits on thp Audit and Quality Assurance sub-gruup and regularly takes part in SAR reviews as a member of a local multi-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 need5. she has a seat on the Oldham Dementia Partnership Board which works to improve the early identilication of people with dementia and enhance the quality of care that patients Wlth dementia and their carers receive and represents the organisation 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 i11ness. As members of Oldham's Voluntary Community & Social Enterprise Partnership Age UK Oldham are committed to working tQ8ether to influence and be engaged in service planning and decision making processes that affect the communities of Oldham, striving for greater equality, understanding and respect between all partners and our Chief Executive meets with other local voluntary sector groups to explore and take forward VCFSE Ivoluntary, Community, Faith and Social Enterprise) investment opportunities. Along with other AUO colleaEues shè contributes to Oldham's Living Well collaborative, representing older people and creating new ways of supporting the mental health of people living in the communitv. As a member of the Oldham Mayoral Appeal Fund Committee she attends regular meetings, plays a part each year in fundraising event5, the proceeds of which are distributed amongst local charities each year. The local integrated care organization entitled "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. AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 As organisations 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 organizations providing home from hospital discharge support services and aiming to prevent readmissions. Working with the IC8 IlntÈgrated care Board) alongside GP'S, Community Health and Social Care practitioners and the Voluntary sector, alongside one of Age UK Oldham's senior managers, she is fully involved in each of the 3 identified Oldham Sectors, Population Health Management models which are exploring and identifying opportunilies and challenges to improve the physical and mental health well-being of older people in delined neighborhoods. This is an ambitious program of preventative work addressing heèlth inequalitie5 in the Borough. RISK MANAGEMENT A full risk analysis of the charity has been undertaken. The trustees can confirm that the major risks to which the charity is exposed Iiave been reviewed, and systems established to mitigate those risks, areas requiring attention have been highlighted and time limits for action have been set. An assessment of the major financial risks, e.g. FCA compliance, Oldham Local Authority and Health contracts, trading operations, reduction irb or loss of funded projects etc. has been carried out and is reviewed on an on-going basis with regular rèports to the trustee board. In addition: Two senior members of staff have achieved their certificate from the National Examination Board in Occupational Health and Safety, enabling us to comply with our legal ohligatioii to appoint a competent person to advise on health and safety,. A number of staff members have been successful in gaininE the CIEH Risk Assessment Cerhficate; Health and Safety training relevant to their roles is undertaken by staff and volunteers and is regularly reviewed and updated.. In all our buildings and premises where we carry out a£tivities, we have undertaken 8 full risk assessment which is monitored continually, and remedial action taken as required,. In line with current legislation Fire Risk assessments have been carried out at all our premises- Risk assessments are also undertaken on our clients, staff, and volunteers to allow them to participate within a safe environment.. Disclosure and barring scheme checks are undertaken on staff and volunteers as appropriate,. Where risks are insurable at an economic price Sltch insurance is taken out OBJECTIVES & ACTIVITIE5 The constitution states that.. The objective oAthe orgonisation shall be to promote the relief ofelderly people in any manner which now or hereofter may be deemed by law to be chorituble in and around the metropolitan district of Oldham., Age UK Oldham manages a full range of services that benefit older people either directly orthrough generation of funds. Presently, servlces are funded from a variety of sources including contract5 Wlth the Local Authority and Oldham's Clinical Commissioning Group, Northern Care Alliance and Age UK national funding. Capital is generated at present through our 8 retail outlets, catering Outlets and at our Events centre George Street Chapel. The organisation aims to provide opportunities for the entire spectrum of older people in the local area. At its inception, traditional services were targeted towards more dependent older people, hut the charity has now AGE UK OLDHAM LIMITED IA COMPANY LIMII'ED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 expanded its role to include preventative project5 aimeé at a more diverse population includlng older people from ethnic minority communities. In other areas, we continue to develop our portFolio of preventative services and social enterprise ventures in order to a5SlSt older peoplè to live independently. Across the Oldham Borough, the range of innovative projects we deliver seeks to 'fill the gaps, which statutory services may not provide, and offer choice to both frail older people and the more active. whilst our InformatTon Advice and Support and Dementia Information services and Carers assessments give older people the vital assistance they need to access benelits and services and retain their Independence. In addition, our varied porttolio of low-level services which includes Luncheon Clubs, Handyvan Services, Minor Adaptations, Safe at Home and Shopping SeNicÈ, Community Meals delivery, Leisure Outlets, Falls Exercise scheme etc. Originally launched during Covid to address a practical need during isolation and shopping challenge5 facing older people, our Freshly cooked and frozen Meals Delivery service continues to grow from strength to strength. Our "Choosin8 the Right Care" servlce supported people to choose care option5 whilst our Community service promotes older people's Independence using holistic assessments and support to encourage people to remain living their lives independently wlth confidence whilst compilation 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 a5 follows: BEFRIENDING Service Objective: Link registered trained volunteers with older lonely isolated and housebound people for a weekly visitl telephone call in the client's own home or care home. Short descrlption of seNice: 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 often h'lls a big gap. Our scheme offers friendship and companionship through a registered volunteer befriender who is matched to the older person and vislts each week. Together they can chat, enjoy a cup of tea, take a walk or visit shops, theatre or local events. The results can be significant as befriending often provldes people with a new direction in life, opens up a range of activities leading to increased self-esteem and self-conlidence. Activity I Improvements in last 12 months: The waiting 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 2 new volunteers in the last year, sadly three existing volunteers have passed away two people initially referred for befriending have joined craft group and now enjoy an increased friendship circle every week. Two have also Joined the Just4men group AGE UK OLDHAM LIMITED IA COMPANV LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Relevant figures: 27 contacts each week 16 face to face visits and li telephone calls lup to 3 times each weekl Volunteer recruitment event has been arranged for Oct this year In the hope we can meet some of the demand this winter Risksnhreats.. Increased waiting list Not enQ￿gh volunteers to meet demand Ithis has been the case for the last 11 years) CRAFT GROUP Funding amount and source: Age UKOldh8m Chargeable Servlce Objecttve., Weekly craft group for over 555- includes craft and a light lunch Short de5crlption of service: Experienced crafters love to share their own personal crafting skills with others, and novices to crafting enjoy learning Something new too. This unique craft group combines the skill sets of those who have been crafting all their life with those new to the hobby. Activity / improvements in last 12 months: This craft group have been busily making items to sell at o(Jr tabletop sales and helping generate income for the Chadderton Over 605 centre They have also agreed a target of knitting 12000 little hats for the Big Knit fundraiser bringing another income stream of £3,150 into the centre. We have a150 had the experknse of Lifelong Learning who have provided a craft tutor for 5 weeks. This has been a great injectiori of new ideas and skill development for the cr8fter5 Relevant fiEures15hould comply with funder's reporting requirements1= We have on average between 19- 23 people attending each wee1( and have increased the charge Risksnhreats; Loss of venue Loss of staffing AGE UK OLDHAM LIMITED IA COMPANY LIMITEO BY GUARANfEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 CHADDERTON OVER 60s CENTRE Funding Source: Age UK Oldham / income from room hire Service Objectlve: The Over 6(Ys centre in Chadderton provides activities for older people during the day to combat isolation and loneliness. Includes= Craft club, Computer classes, Falls prevention classes, LGBT older people social group, Gardening Group, Just4Men social group, Oldham Together and tabletop sales Venue hired to generate income to: Zumba classes 4 times a week Church groups x 2 Diabetic clinic twice a month Toddler Group I x week term time Communily events & party hire Polling Station Description of Service: Chadderton Over 60s is fully accessible venue with a main hall, side room and kitchen area. Outside we now have a garden area with benches so people can enjoy outdoors too. The centre is home to a number of social groups for older people. Increased hire this year with the new toddler group and di3befjc Activity l improvements in last 12 months: Chadderton Over 60's centre is on a direct bus route from Shaw, Oldham and Manchester but also has the advantage of a car park We now have two churches using our centre each Sunday generating addl￿onal income Chadderton over 605 has its own Social media Facebook page that is updated daily with news about the centre includinE Items we are selling on our tabletop. We also adverhse our space to hire which has attracted people to use the centre for birthday parties and events. Relevant Figures Centre is Ljsed 6 days a week with the Op￿on to use on Saturdays for tabletop sales Bnd private parties RiskslThreats: Loss of rent31 income Increased running costs AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECtORS' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 CHOOSING THE RIGHT CARE Funding Source: Oldham Cares OMBC contract current fundinE received £30,(X)O per annum Service Objective: To provide an opportunity for older people, their familie5 and carers to have acces5 to a wide range of independent information, support and pr8ctical assistance regarding care and support options available. Helping older people to CDntinuing living independently, whenever thi5 15 an option, 15 a priority, and when this is not possible provide them with 311 the options l information to help them make an informed choice. This includes ensuring that they are fully aware of all the care and support details ot each care home / setknng and the financial implications of livirbg in a care setting 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 information, one to one support and written guides includlng government Euidelines about funding their legal rights and responsibilities, local services, costs, and process in place and how to access services. Our staff keep up to date with changing government directives and the changes within social care systems to ensure that we are prepared and able to respond to our service users, need5 appropriately and that all the information is timely and accLJrate. The staff's experience and knowledge enable Age UK Oldham to provide good quality, timely information which is imperative to empowering older people to make the right choices for themselves and for protecting the most vulnerable members of Society who are unable to make those choices by working alongside them. Offering practical and emotional 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 practical help either at a time of crisis or to make signiticant changes in their life. Choosing the Right Care is widely used and respected by profession31 staff and service users alike and demand for the service has remained hlgh. In order to continue to deliver the same high quality of service we have had to be creative with our resources and introduced measures to focus our practical one-to-one support for our most vulnerable client group i.e. those without effective family or carers. We ale using other method5 of communication including web based and written information, telephone consultations whenever possible for family members and carers who are able to self-nèvigate the system with minimal support from our staff. The scope of the project has been much broader over the past years responding to the changing social care climate. The introduction of personalisation and prevention directives has been instrumental in changing the dynamics of the service which now offers a more holistic approach to care, assessments and the processes involved whether moving into a care home or continuing to live independently in the community. Dlrectives 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 admitted to care homes on a temporary basis the tiist instance, often in the private sector as local authority provision is overstretched and 15 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 avoilable, 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 initiative and a system whereby care homes themselves -10- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 are given passwords to enter their own bed vacancie5 on a daily basis. The Service supports Care homes with updating capacity tracker and ensures information is updated at least twice weekly by contacting homes that have not updated timely, the service still produces the bed vacancy list which is issued to families and members of the public who are looking for care home placements. Our service fits well into the local authority's social care strateEV and is active in promoting and maximising the income levels of older people and their carers to enable them to tap into the lower level of preventative care and support services if not Care Act eliEible, We have continued to provide assistance with the GM led Capacity Tracker introduction into Oldham local authoritv. Actlvity l improvements In last 12 months: Telephone contactsladvice provided with clients /services-. Unique clients.. Information packs issued I written Guidès Including factsheets etc. Evaluations carried out with service users.. 952a of people reported improved awareness of services as a resvlt of consulting with our team. 93 YD of people who used our service reported decreased anxiety. 100% of people reported feeling more in control of the sltuation they were deallng with. 88 % of people went on to use other services as a result of using The Choosing the right care service. 4,226 885 2,430 80 RlskslThreat5: Changes in social and health care directives. Notice to termin3te contrart Received in January 25. service on a wind down perlod from thi5 date until service closure end of June 25 DAY CARE Funding amount and source: Funding OMBC £248.518IRegistered places) Private Funding £245.354 Total £493.872 service Objective: The alm of the service is for older people to remain In thelr own homes, providing a safe environment for people living with demenJa 3nd/or physical frailty and to provide respite for families and carers where appropriate. Descyiption of service: Age UK Oldham is committed to developing seNices and work5 closely with Adult and Community Services. We continue to welcome a large number of clients lover 90%1 who are living with a cognitive impairment, -11- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTOR5, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 ensuring that both of our day centres have a dementia friendly environment and that all of our working processès are regularly reviewed. We are passionate about what matters to older people and take a person-centred approach that is the core of our service- praviding enjoyment and Stimulation in a friendly fun setting which is enhanced through a full range of entertainment and activities to suit the needs of the people we care for. Activity / improvements in last 12 months: Meeting5 With commissioners have continued throughout 2024125 regarding proposed changes in funding of day care places due to a reduction in OMBC financial envelope It was agreed after many discussions that OMBC would pay for registered places and that we would work closely together to ensure we reduced absences. Commissioners and mangers monitored absences on a weekly basis in agreement commissioned places were suspended after a specified trme this worked well in reducing absences across both sites which proved to be a saving financially for OMBC. As part of reviewing the transport service it was decided for linancial reasons to sell the minibus that serviced Bluebells and purchase an adapted vehicle in December 2024. A driver carer role was identified and filled with an existing staff member saving the costs of a fulltime driver salary to date this is working really well. The criterion remains unaltered. To identify physically frail, mentally impaired and vulnerable people who require support to retain independence, their needs being assessed as substantial and critical by social workers and is presently funded on registered figures by OMBC. Relevant figures,, We presently employ 19 staff working across both sites. We continually review our business plan with regards to striving to increase numbers of self-funders at both sites of Day Care places for self-funding people who are eligible for the service but either do not fultil the ff nancial criteria for funding support from Adult Care Services or do not choose to undergo a needs assessment or financial assessment by Adult Care Services We relocated from Selina House into the fully renovated perfect bungalow Ashby House in August 2024 the day centre manager retired at the end of September after 25 years, service, this position was filled as part of a succession plan. The new manager has to date worked hard in ensuring place are filled and creating a lively fun filled atmosphere in this home from home environment. The day care contract *or 50 commissioned places went out to tender. Rlsk and Threats Loss of 50 commissioned places would be a threat to care staff catering and drivers. Possible loss of one bungalow. -12- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT} FOR THE YEAR ENDED 31 MARCH 2025 DEMENTIACARERSASSESSMENTSERVICE Funding Source: Oldham CCG £40,509 per annLÈm Service Objective: To ensure that all unpaid carers of people who live with dementia or a memory impairment have acce55 and know their entitlement to a statutory specilic Carers Assessment in their awn right, whether or not the person they care for 15 receiving services from Oldham Adult Care or if they have received a formal diagnosis. To carry out the Carers Assessment and to develop an Individual support plan for the carer. Where appllcable make an application for a Carers Individual Annual Budget payment. To support the carer emotionally and provide. practical support as required incSuding referring people to longer term support within the borough of Oldham. Helping people with dementia to plan for the future and make informed choices, where possible. To work as an inteEral part of the Oldham Memory Service supporting the clinical practitioners. Descriptlon of Service: The service is available to all unpaid carers of people with dementia or who have a memory problem. Carers have access and are made aware of their own entitlement to a statutory specific Carers Assessment in their wn right, whether or not the person they care for is receiving seNices from Oldham Adult Care or if they have received a formal diagnosis. A Carers Assessment is to ensure that the carer is looking after their own well-belng and include5 all the aspects of their day-to-day life and the issues which h8ve arisen from their unpaid carers, role, including any emotional, psychological, and social needs and how they are continuing to manage their day to day living tasks. Our staff carry out the statutory assessment and where possible, identity any interventions and develop a 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 p13n for the individual carer and to assess their eligibility, where appropriate, for an Annual Carer's Individual BudBet lin line with statutory guidelines and protocols). For all those carers who meet the eliglbillty a completed application is submitted via Mosaic (Oldham Council Social Care database) to the local authority along with the proposed support plan for allocation of the appropriate budget level. This is then paid out to the individual carers by Oldham Council. All carers are entitled to a reassessment of their needs annually. Our service undertakes both the initial assessment, and the annual review of the carers needs. In addition, the Service also provides one to one support for unpaid carers to help them to continue to engage with communlty, access peer support groups, attend post diagnostic groups, assist them to engage sitbng seNices or any domiciliary support I care services they may require. With the support of Citizen's Advice, tho service offers carers benefit checks to ensure that they 3re claiming all their entitlements, and, if applicable, refer them on for benefit form completion for specific benefits. As part of the wider Oldham Memory Service model, we work alongside our partners to develop awarenes5, offer training and support peerlpost diagnostic groups and the Oldham Dementia Strategy. Referrals to the service via Pennine Care Foundation 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 Olclham Services, PIP Workers, Rehabilitation Care Units, Family or Self referrals. -13- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANfEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Activity / improvements in last 12 months: Continued good working relatioris have been maintained with all key stakeholders. Regular attendance and support provided at various carers groups. Have s(Jpported the weekly dementia drop-in hub at Dr. Kershaw's Hospice Wellbeing Centre. Continued attendance at Oldham Dementia Partnership Board meetings as well as regular monthly Memory Assessment Service catch up meetings with commissioner. Relevant figures: Total number of Carers Assessments / Carers Reviews undertaken-. 120 All Carers Individual Budgets we applied for were granted by Oldham Cares and were commended for the creativity and innovation of using a mix of paid and unpaid resources 3vailabSe to carers whilst still providillg on80ing support for both carers and people with dementia. Number of drop-in sessions and talk5 at carers groups.. 33 Risks/Threats: Loss of contract. Demand can overstretch capacity on occ35ions. Increased demand for staff attendance at carers groups and to support with the establishmellt of new servicès and ongoing promotional events. Integration of the OMBC Carers Service with the ARCC IASC front door servicel had resulted in increased referrals and demand on AUKO Dementia Carers Service. In October 2024, Age UK Oldham stopped undertaking the Dementia Carers Assessments on behalf of the Local Authority due to the termination of fundlng by the Local Authority as ittookthis service back in-house. To compensate an additional askwas made of the Age UK Oldham Dementia Information Serviceto support carers Instead via the new outreach hubs. There wa5 no reduction in overall funding for thls year as Age UK Oldham supported Dementia Carers for the last half of thè yeay via outreach work instead of carrying out Carers Assessments. DEMENTIA FRONTRUNNER Funding Source: NHSE via Northern Care Alliance: day care cost for 31 dementia patients The National Dementia Frontrunner programme, which Age UK Oldham has played a big role in, has helped to wrap support around people living with dementia at home after they have left 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 practical 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 Localities Partnership, which brings together teams from the Northern Care Alliance NHS Foundation Trust, as well as local councils, adult social care teams, and voluntary and mental health servlces across Bury, Oldham, Rochdale and Salford. -14- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Service ObJectlves: The teams involved in this trailblazing programme are responsible for the creation and implementation of fzst and effective solutions aiming to move people quicker from hospital to home after treatment, as well as improve emergency care for people living with dementia. Service Description: Oldham's front runner model commenced in August 2023 and supported by offerinE 3 weeks day care provision to patients Wlth dementia whlle supporting their carers with our wrap-around preventative services. This 3-week wlndow provided dementia carers Wlth 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 patient who is at risk of a readmission to hospital or admission to long term care. We are proud to report that this is an award-winning service which gained national recognition following receiving the HSJ Patient Safety Award for the "Best use of Integrated Care and Partnership in Patient Safety" award in September 2024. Service Activlty.. From August 2024- March 2025 the Age UK Oldham Dementia Front Runner programme has supported 31 patients 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. DEMENTIA INFORMATION & SUPPORT SERVICE Funding Source: CCG.. £24,915 per annum Service Objective: To provide a wide range of dementia-related infor¥nation & emotional support for people who have a formal diagnosis of dementia and to offer the service to those people who choose not to en8a8e with other statutory services but have a memory problem and will engage with our team for support 2nd assistance. To provide and update the Dementia Information & Support Website. To produce the Living Well with Dementia Guide- a detailed information guide with all the relevant dementia services and support in Oldham. To provide dementia related information in accessible formats including audio versions and large prlnt. To link people with dementia and their carers to other ongolng support within the borough. To take part in post diagnostic groups and work alongside the CCG Memory Clinic practitioners to support patients I carers followin8 clinical input. Description of SeNice: AUKO Dementia Information & Support Service works in partnership with Pennine Care NHS Foundation Trust and Oldham Council as part of The oldham Memory Servlce model. -15- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Finding Out that you or someone you care for has memory problem5 or has been dSagnosed with dementia can be a very anxious time. At this time. people may need aéditional emotional support and reassurance. The Age UK Oldham Dementia Information & Support Service supports the clinical team from the NHS Oldham Memory Clinic to provide that additional information, emotional support, access to appropriate services, where necessary. Once people have received their formal diagnosis the clinical input may cease but they have many unanswered questions and ongoing worries they need to address. This is where the AUKO service is 3 valuable resource for those people who need additional 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 diagnosls, vla telephone, a pre-arranged appointment, a referral from GPS, Memory Practitioners, and other professianals. Guidance and support are offered via telephone or home visits as well as at drop-in sessions at carers groups and dementia hubs around the borough. With a rising number of people being diagnosed with dementia there is an increase in demand for information and Support to access appropriate services, maximise income and find out about sources of support locally and nationally. The service continues to work with other orEanlsations to raise the awareness and the understanding of dementia 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, parhcularly, the Oldham Dementia Partnership Board. We have also worked closely with Dr. Kershaw's Hospice at their weekly dementia hub which offers drop-ln support and access to memory service staff to people with dementia and their carers. The service has Continued to work collaboratively to influence service improvements and to share experiences for improving the care and support for people with dementia and their carers. The service continue5 to work integrally with other Age UK Oldham services to provide B holistic and seamless approach to care and support for both the person witli dementia and theif carer. We continue to provide and keep updated the Dementia handbook, a Euide which supports people to navigate through caring for someone with dementia, getting a referral to the Memory Clinic, talking to family and friends about the diagnosis and joining a carers group / linking with peer support, help5 them find out about benefits and entitlements, gethn8 Out and about, keeping active, legal procedures, planning for the future e.8. Lasting Power of Attorney, Life book etc. and local and national organisations which could offer support. We continue to build our library of informative books aimed at various ages to exp13in memoryloss and the effect on the Individual and their familv. Referrals to the service.. Self, social worker, memory clinic, word of mouth, known to other services. The service is currently delivered by the Specialist Dementia Carers Assessment Co-ordinator and the Dementia Carers Assessment Officer who are supported by the Services Manager for development of the service. All staff have longstanding experience of working with dementia and have skills and knowledge in community care as well 2s in-depth knowledge of local se￿iceS in Oldham. The Memory Clinic practitioners continue to have a good working relationship with the service. Our service also supports in the delivery of outreach dementia information and advice sessions held at various community locations across the borough. We provide this support ro¢Jtinely to the memory clinic's carers group, Or Kershaw's Dementia Hub and the newly formed South Asian Dementia Hub. We support Springboard Dementia Carers Group in the delivery of weekly activities and monthly entertainment to their members. Activity / improvements in last 12 months: Continued good working relations have been maintained with all key stakeholders. Continued full attendance at the Oldham Dementia Strategic Partnership Group. -16- AGE UK OLDHAM LIMITED IA COMPANY LIMifED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Promotional work at events have been developed including the memory cafe at Oldham library delivered by Dementia UK and Dr. KershaMrfs dementia hub. New working relationships have developed with this organisation as a result of this partnership working. Regular in-person contact with at Springboard, Dr Kershaw's dementia hub an(J the Memory Service CST group and the South Asian Dementia Hub. These carers groups meet in a face-to-face manner are well attended. Deliver outreach work to dementia carers by providing advice and drop-in sessions at various venues throughout the borough. Support SprinEboard by delivering weekly attivities and arranging/delivering monthly entertainmentldementia-friendly activity sessions to their membership We also have a presence at the Springboard committee meeting once a quaTter to help in the plannlng and delivery of the activity sessions we deliver to Springboard members. The service has also supported the new Dementia Front Runner pilot programme by providing information and support to carers supported by the front Runner Team. Relevant figures: Activity achieved April 2024- March 2025 Unique clients receiving telephone or face to face advice & support: Total number of contacts provided to or on behalf of clients.. 5,009 Connecting clients to other support services: 2,196 100% of people reported improved awareness of services as a result of consulting with our team. 100% of people who used our service reported decreased anxiety. 100% of people using our service were connected to other services which could be of mutual long- term benefit and support them to continue to live well with demen￿a. 100% of service users reported that they would be likely or extremely likely to recommend our seNice to others. 888 Risks/Threats', Loss of contract. Demand can overstretch capacity on occasions especially with the increased ask to promote our service and attend events with the establishment of new support services. The demand for our service has had an impact on staff time due to the complexity of support required by clients as they are often at crisis point following a sustained period of caring. -17- AGE UK OLDHAM LIMITED IA COMPANY LIMITED 8Y GUARANTEE) TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 ENHANCED LUNCH CLUBS Funding amount and source: Local Authority contract E61,28216 months to September 24 supplemented by Age UK Oldham: Service Objective: The aim ot our Lunch Club service is to combat social isolation by providing the opportunity for older people to meet and make new friends and join in a variety of activities, whilst also providin8 a healthy, home-cooked 3 course meal. Descrlptton of service: Enhanced Lunch Club Service- Provision of 266 places per week between 8 venues across Oldham Borough. The luncheon seNice remains an important part of the Preventative agenda the Lunch Club service model encompasses staffin8 levels to enable us to provide additional 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 activities. We collate regular current information with regards to availability within the community and our opportunities for services / support / other leisure outlets. We maintain client's records within this service monltoring health deterioration. As part of this service, we signpost and refer clients to other appropriate services that may benetit the client. Activity / improvements in last 12 months: The funding for this service ceased in September 2024 we were made aware of this in 23124 by OMBC who extended the contract to September 2024. We tried unsuccessfully to secure funding for thls service to continue. We explored a self-sustainable lurkch club Model however this was not possible. In July 2024 we began consultayon wlth all clients at all sites re closure of the service this was a big undertaking, clients were of course upset at the loss of this valued seNlce and requested we consider a different service that would able them to stay together and maintain their valuable relationships with both their peers and AUKO staff. We developed a reduced model of one staff member to deliver unlimited beverages cake and activities, Work began to amalg2mate clubs together and with the closing of a small venue this was a reduction from 8 to 5 sites. Savings of requesting reduction in rents staffing and not providing a cooked meal meant with some funding from local councillor's client income and fundralsing we could strive to make them self-sustainable, Relevant figures: April/September 24 lunth club provisions 6,384 places per annum. 266 places per week In 8 establishments. SepteMberlM8rch 25- 31 weeks, 110 places per week- 3410 places in total. Ri5ks/Threat5: funding for this seNice was for 6 months April/September 2024. To date we have been unable to secure alternative funding to continue the lunch club model -18- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEE) TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Staff red(Jndancies. Impact on catering services with the loss of approximately 200 meals per week. Impact on drivers with loss of deliveries to lunch club sltes. EON PROJECT Funding amount and source: Age UK oldham in Partnership with EON Received £15,450 Service Objective: Living in a cold home can have serious health implications, partlcularly for the old, very young and for people with a di5ability,' it can even be a factor in premature death. Around 40¥0 of excess winter deaths are a result of circulatory diseases (including heart attacks and strokes) and around a thiid of excess winter deaths are due to respiratory illness. In addition to causing additional deaths, there are many illnesses which are made worse by cold temperatures., this puts a strain on local general practices, hospitals, and other health servlces. 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 heating. Description of service: Our Handyperson visits the home offering information and practical advice on how to save money on heating during the winter months, fithng a range of energy saving equipment. They will also sign posting for benefits checks including Attendance Allowance and make referrals to the Household 5UPPOrt 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. Actlvlty l improvements in last 12 months- Numbers of people referred to Age UK Oldham's other Services Information leaflets 115 300 Emergency Heating Referral to Handyman for heating repairs and other urgent work Electric blanket 15 x 2 oil filled radlator per household li 16 Free equipment supplied by E-on and fitted in home5 amounted to £3,300 allowance £22 per household Relevant figures: Full energy checks conducted in the home 150 Risks/Threats: Funding has to be applled for each year from Age UK England in partnership with the Energy Companies -19- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTOR5, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 FALLS PREVENTION SERVI Funding amount and source: Oldham Clinical Commissioning Group £83,615 Servlce Objective: Age UK Oldham is part of the Oldham Integrated Falls Prevention Pathway. This is a partnership of provlders working together to deliver care in line with NICE and other Televant guidelines. The aim is to.. Ensure the earlier identification of people at high rlsk of falls and lor further falls. Incred5e the number of people at high risk of falling or those who have fallen to receive a multidisciplinary multi-factorial falls assessment and preventative steps to prevent further falls. Increase the numbers of people who have fallen, or are at high risk of falls, to remain confident and continue to live independently and without becoming socially isolated. Short description of seryice: As part of the Falls pathway Age UK Oldham works in partnership with the Community Rehab & Falls Team ICRAFTI and Oldham Community Leisure to provide a tailtsred, 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 gèlt, balance, co-ordination, muscular strength, flexibility, and confidence of those who have had a recent fall or been identified as being at high risk of having a fall. Process - CRA￿ completes a multifactorial assessjrent with all clients, starts them on OTAGO exercises at home and then refers appropriate people to our weekly falls prevention exercise classes. Transport - Door to door accessible transport is offered, arranged, and provided to bring the clients to the group sessions. A range of transport option5 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 first 4 weeks then there is a £2.00 weekly charge for the remainder of the 9-month period. Monitoring & Evaluation - The progress of each individual is monitored every 3 months through the 9-month period against the initial tests completpd by physiotherapists. Reporting - Reporting is completed quarterly for the Council and ICB Ilntegrated Care Boardl with an annual case study also compiled. Partnership - we meet Monthly with the CRAFT Team Leader and Oldham Community Leisure Falls Lead to plan, reflect on progress, ff nd solutions to any issues that arise, plan falls awareness activity and look at the future development of the service. Falls Awareness In addition to the classes, we hold falls prevention awareness activities each year. This includes targeting community groups and professionals working with older adults. -20- AGE UK OLDHAM LIMITED IA CQMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Activity l improvements in last 12 months: Capacity has increased significantly over the last 6 months and some of the classes are almost at full capacity which is being monitored and will be reviewed over the coming months, due to thi5 demand we are still providlng 12 classes per week to enable us to reach more people and cover 85 many areas of Oldham as possible. We continue to provide 3 zoom classes weekly Imondays, Wednesdays and Fridays). We provided falls prevention advice and other useful information throughout the year to those attending classes. Talks were given at several local community groups. Classes were offered throughout the financial year at the following venues-. Failsworth- 2 classe5 at Walton House IHousing 211. Chadderton- 2 classes- one at Chadderton over 60s Centre and one at St Herbert's Parlsh Centre. Royton- 2 classes.. one at Tandle View Court (Housing 211 and one at Trinity Methodist Church. Lees- 2 classes at Lees House (Housing 211. Springhe3d- 2 classes at Springlees Court IHousing 211. Shaw- 2 classes at Hopwood Court (Housing 211. Transport Our Age UK Oldham transport 5UPPOrts five of the classes covering each of the geographical areas we operate in. We continued to carry out welfare calls to clients that fail to attend classes, provide information and make referrals for additional support with a range of services, e.g. Blue Badge, OccLJpational Therapy, re-referrinE 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 band5 Sultable for people with allergies or Sensitivity to latex. We provided copies of exercise guides, ther3bands and information about other equipment to encourage people to exercise at home. We continued to offer information about the zoom sessions to new starters and offered loan equipment and IT support to set up tablets, WI-FE, etc. We PAT test the loaned equipment. Volunteers- 5 volunteers support the service. Greater Manchester FLEXI study. Relevant figures". Face-to-face colltacts at classes Month Number of classes No. of attendances April 2024 May 2024 June 2024 34 221 30 197 29 204 July 2024 36 223 -2ff- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 August 2024 September 2024 October 2024 28 190 32 255 36 261 November 2024 32 216 December 2024 30 178 January 2025 February 2025 March 2025 34 192 32 311 32 195 Contacts are also made in different ways including telephone, email, face to face, contacts made to other services on behalf of the cllent to support and zoom sessions. Total Conlarts: Contacts are made to facilitate attendance at cla55es, to check if people neecl any help if they have not attended for a few sessions, we check on wellbeing and practical concerns, Contacts vary from approximately 5 - 30 minutes for each person. Further details about the contacts made is in the table below.. Contacts Type Total Number of individuals on contact list oi Q3 Q4 127 133 124 131 Number of client contacts 995 982 1041 929 Number of zoom sessions 37 40 33 13 Number ofzoom attendances 131 131 105 29 RlskslThreatS'. Capacity 3t our venues means that we are limited to how many participants 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 attend. Larger venues would incur a cost, and we rely on free loften smaller) venues to keep the project costs down. As with many service5 transport continues to be critical to the success of the project, Age Uk transport h85 limlted places and is only provided at 5 of the 12 classes, it is difficult to arrange and offer alternative 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 up a block booking and if people do not regularly attend the block booking is cancelled arbd participants must be booked on individually each week and is then not always available. We continue to receive clients onto the programme solely from the Communlty Rehab and Falls Team ICRAFn, so the number of pèople registered is dependent upon their referrals to the Se￿ICe. Costs have increased significantly. Increased instructor costs, staff costs, cost of transport and refreshments, etc. mean th3t we have less flexibility across the budget. -22- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEE) TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 GENERAL INFORMATION AND SIGNPOSTING No specific funding apart fiom £IOk Brand Partnership annual payment which we allocate to this service. Service Objective,. To provide independent general information and signposting for older people and their carers. To act as a gateway both for Age UK Oldham's services and others ensurlng that people are connected to the correct services both in house and in the wider local communitv. Descrlption of Servlce: The service offers Information and practical support for anyone over 50, and their carers. BENEFITSADVICE During the period I" Aprll 2024 to 15, August 2024, Benefits Advice was commissioned from our local Citizens Advice service and funded by ourselves- meaning that they could support completion of claims for Pension Age Related Benefits and Money, carry out full benetits checks completing the relevant claim forms for age related benetits or carers and also carry out home visits for people who are unable to travel to our office or take parl in an in-depth lengthy telephone conversation. This service was free and confidential. We made it very clear to all of our customers receiving BenefÈts advice that although the service is situated in our building and home visits are carried out by CA staff, it is delivered to them under the auspices of Citizens Advice. This means that they are indemnified under CA'S Public Liability pollcy. All tribunal cases are continuing to be referred to caseworkers within CA or the local authority Welfare Rights Team. The flexibility of the seryice enables easy access and support for older people and their carers. The experience and skill of CA staff has realised much needed financial gains and clients have also been able to access opporlunities to further engage with other Age UK Oldham service5-which, in many instances they have been unaware of. Activity l improvements in last 12 months: Fullest information to access the support they require SiEnp05ted externally to local specialist advice services Referred internally to AUKO seNices to meet their needs Urged to return to AUO if their signpost/re*erral result is not effechve The skllls of AUKO staff in both specialist and Eeneral support services has shown that older people s financial entitlements can also be qtjickly recognised, explored and often effectively dealt with at source. General Information and signpos￿￿8 Serwite asslsted: Referrals dealt with and completed= 1061 Contacts.. 2,071 Benefits I" April 2024 to 15, August 2024 Referrals.. 71 Contacts: 183 -23- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 GEORGE STREET CHAPEL Fundlng Amount and Source: Income generated 24125 £32,693 Servl¢e Objective-. George Street Chapel is a Grade Il* listed building. It has long played a central role in Oldham's heritage and continues to serve as a cultural and community hub. Today, it not only safeguards this historic landmark but also geiierates income to support our wider charitable work. The Chapel provides a warm, inclusive venue for celebrations, community events, conferences, heritage and educational visits, offering local people a valued space for history, learning, and Social connection. Service Summary: We deliver a wide range of activities, including season31 and holiday events, heritage tours, and educational school visits. Over the past year we have done more community events working with local services. Achievements In the Past 12 Months: Secured regular weekly vet)ue bookings, helping to cover core operational costs. partnership events and community services, to strengthening connections and offering meaningful support Weekly Coffee morning Christmas Concert from "the Scott brothers" Partnership work with Oldham coliseum Risks and Challenges: Competition.. Sub5idised local authority and community events. Rising Costs: Incre3sing staffing, energy, and supplies are puthng pressure on financial sustainability- Local Environment= Decline in the area's appeal and ongoing construction works have deterred some visitors. Volunteer Shortage.. A reduced volltnteer base, linked in part to changes in pension age, threatens event delivery and heritage activities, which rely heavily on older volunteers, eXper￿Se. Cost-of-Living Crisis.. Reduced disposable income may impact bookings and attendance. Digital Shift= Growing reliance on virtual platForm5 has reduced demand for in-person Mee￿Ag$. Funding Reductions.. Falling external support limits our ability to host diverse events at scale. Relevant figures 24125: Sunday service weekly Room hires 52 42 Schools 18123 x classes) Internal Seasonal -24- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Heritage experiences Weddings Party Wake HANDYVAN FundinE amount and source: Oldham Council £31,0(N) Oldham Council Warm Homes £18k spot contract Service Objective: The aim of the service is to undertake tasks that deliver preventative and practical 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 receivinE a qualityjob at a fair price for the work undertaken. Warm Homes is an annual payment based on jobs undertaken from Oldham Council to provide all ageslfamilies who are in fuel poverty or hardship, with beds and bedding, repairs to the home following the installation of a heating system. To provide emergency heating in the form of nil filled radiators. Short description of service: We have a range of trusted and vetted contractors providinB repairs at a fixed hourly rate which we quote to the customer at the time of enquiry. We make a charge of £30 per hour for our in-house handyperson. Trusted contractors will always give a free no obligation quote which is then passed to the Age UK administrator. when an estimate exceeds £500, we will encourage customers to obtain a second quote. For those unable to do so we will advocate on their behalf. Each trade has a different price per hour which is quoted at time of call and Eiven again with the quote. 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 char8ed at the same hourly rate and deducted from the funding. When carrying out jobs in the homes of customers, all the contractors are trained in spothng any areas of concern, including Safeguarding, and will report their observations to the adminlstrator who will take action. Our handyperson will also signpost to our internal services as appropriate and all will offer a service guide and leaflets as required. Activity l improvements in last 12 month5: The procedure5 for Handyvan have a clear pathway from dealing with the customer from the initial enqulry to the quote to following LIP the comp5eted job, invoicing and taking payments to the quality que5tionnaiYes. 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 reduction in unpaid invoices at yearend. We have also been able to help people this year who have been signposted wlth low income with the Household support fund. -25- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Relevant figures: Enquires to service Completed jobs Internal 1,036 862 271 Contractors 591 Warm Homesjobs completed 50 Risks/Threats: Always the risk of contract not being renewed for Hondyvan. Spot contract for Warm Homes at Risk each year. HOME FIRST SUPPORTSERVICE Funding: NHS GMICB.. E67,238 p.a We have been working with Greater Manchester Integrated Care Partnership to provide discharge support to older Oldham residents who are being discharged *rom any hospital in Greater Manchester. Description of Serwice: The Home First Servicè 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. A worker visits a patient within a day of discharge to ensure adequate support is in place and continues to offer support as required over the first week of dischar8e. We also have a presence at the Integrated Discharge Hub in the Royal Oldham H05Pltal three times a week to raise awareness of the service, and the wider support Age UK Oldham can offer. We work c105ely with the hospital social work team, therapy teams at A&E, w3rd staff and the frailty team in the Royal Oldham Hospital as well as staff based at Butler Green and MÈdlock Court Intermediate Care Units. We oper8te this service as part of a wider Greater Manchester Hospital Discharge Alliance providing this support to any older Oldham resident beiF7g discharged from any GM hospital back to their Oldharn home. servi￿ Objectives: The service offers up to 5 days follow-up support following a discharge to: provide immediate practical and emotional support to older people to facilitate safe timely discharges to a safe and successful return home. Home visits can be provided as part of a settling~itk process for the patient returning home. promote independence of the older person at home by offering support and encouragement through a daily checking-in service to maintain a successful discharge. monitor p3tient5' needs and refer on to other services offered by AUKO and other organi5ations to access longer-term support to maintain a continued, safe return to home for patients le.g. PIP serviceldementia support serviceslday care/helpline response seNice/Urget)t Care Response Team). -26- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Service activity: Overthe last 12 months, we have provided the service to 353 older people makin8 1,125 onward referrals and signposts. We have received increased awareness of the service and have referrals from Tameside, Manchester, Bury and Salford acute hospitals. Increased 3warenes5 of the service followlng the establishment of the Dementia Front Runner pilot programme which solidified links and relationships with the Integrated Discharge Hub at Royal Oldham Hospital. 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 meetings. Risklthreats: Cor)tinued funding-currently for 12 months. Creating service awareness amongst hospital personnel and embedding the service within a busy acute hospital sethng is crucial for the continued generation of referrals. Demand may out strip capacity to deliver the service should discharges great￿ intrease especially over winter pressure periods and if referrals increase from the mix of wider GM acute hospitals and residential enablement faciliknes. HOUSEHOLD SUPPORT FUND The Household Support Funding is provided by Department for Work and Pensions IDWPI to Local Authorities directly to help those people who are facing hardship or crisis and are on a low income £12k 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 advertised as part Df the wider Oldham Cost of Living Support offer on Oldham Councll's We Can Help webpaEe so that individuals can be signposted to us for support. We have helped over 300 households. Referrals have come from a wlde range of professionals and agencies across the borough. It has been a lifellne 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: Emergency food Ishopping and frozen meals- (cash, vouchers andlor food items directlvl Emergency energy or water bills ] costs / oil filled radiators l electric blanlcets etc Incontinence aids/ personal hygiene goods Help with energy top ups Warm clothing and shoes/school uniform Beds and bedding Household furniture and white goods -27- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEE TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Emergency non-energy related household bills Iphone credltldata etcl Transport costs le.g. bus passes to attend medical or public service appointments) Relevant figures: Over 350 people helped INTERGENERATIONAL AT GEORGE STREET CHAPEL Funding amolsnt and source: Age UK Oldham and education31 visits Senilce Objective: In line with the National Curriculum, we deliver a unique Victorian Experience for KSI, KS2, and KS3 pupils. With the SL¢PPOrt of our dedicated volunteers, this programme remains a popular school trlp for both Oldham schools and those from further afield. Costs: From April 2025, the pricing structure was revised. The charge is now £360 per class visit {up to 30 studentsl rather than a per-child fee. Service Description: George Street Chapel Is Oldham's Grade li* listed former Independent Methodist Chapel~ a striking historic landmark in the heart of the town centre. Our team of volunteer interactors bring the past to life through immersive tours, storytelling, and activities. Sessions highlight both Oldham's heritage and the chapel's history, while hands-on learning activities reinforce classroom teaching in an engaging and memorable way. Arttvity / Improvements in the last 12 months: School bookings remalned steady throughout 2024125 witFiout additional promotion. A slight decline in bookings has been noted in the current tax year, potentially linked to rising transport cost5, reduced national school funding, and curriculum changes. This will continue to be monitored. Importantly, feedback from all visiting schools remains consistently excellent, demonstrating the continued value and impact of the programme. Figures for 2024125: 18 schools visited George Street Chapel 5 of these schools came from outside the Oldham borough 2 bookings were cancelled due to teacher staffing issues Rlsks l Threats: Potential decline In school bookings due to external factors le.g., funding pressures, transport costs, or curriculum changes). -2 AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GL¢ARANTEEI TRUSTEES, REPORT (INCLUDING DIREcfoRS' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Volunteer capacity.. each School visit requires up to 12 volunteers. Numbers have fallen due to age and health-related reasons, and recruitment has been challen8in8 given the specialist nature of the role. Ideally, volunteers are retired, passionate about local history. and confident workin8 Wlth chiSdren. LGBT Lesbian Ga Bisexual Trans ender SOCIAL GROUP-'OUT AND ABOUT, Funding amount and source: Self-funding Service Objective: Out & About is a weekly social 8roup for older LGBTQ community and their invited supporters Description of servlce.. Men and women aged 50 and over who identify as being Lesbian, Gay, Bisexual andlor Transgender. The aim of the group is to reduce social isolation for older LGBTQ people improving their social wellbeing and ment31 health. Having this group has increased support for ir)dividuals tsckling isolation & 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 effectively for the future. Age UK Oldham is cornmitted to creating a safe and inclusive space that welcomes diversity and supports everyone. Activity l improvements In last 12 months: OLGBT Out & About is an Informal social Support group for older gay, lesbian, bisexual and trans people. The group 15 professionally led by Age UK Oldham but with an emphasls on members supporting 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 participating in a tabletop sale and arranging a tombola. Relevant figures: Between 6- 9 people attend every week Risk5lThreats: Loss of venue for mèetings -29- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 LIFE STORY Funding amount and source: Oldham clinical Commissioning Group.. £18,696 Service Objective: To carry out life story work for older people living in care homes and in the community, recording their likes, dislikes, experiences and asplraifjons to provide a treasured heirloom and resource for care staff and families involved in future care of an individual. We are funcled to record the books in book format. We also produce audio versions of the books where appropriate for the individual. Short description of seNice.' Volunteers for our Life Story project spend time helping people to reminisce and tollate information 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 information for the individual in book format. The life story books are a valuable tool to aid staff involved with a person's care to provide 3 more personalised service and to get to know the person and their likes, disllkes and aspirations. Life story work has many benefits for the individual, their famity, friends and care staff. A copy of the Life Story book is donated to Oldham Local Studies & Archives Centre If the individL¢al gives permission. Our volunteers continued to produce their monthly Life Story newsletter which is sent out to all Care Homes in Oldham, retirement housing coritacts, etc. We received excellent feedback from the newsletters and reports of people sharing it further among their own networks. We have started working in partnership with Dr. Kershaw's Hospice Dementia Hub to support staff and volunteers there to complete life story templates and type up the books and present them. Relevant figures {should comply with funder's reporting requirements): Volunteers: 16 Target.. Achieved.. 48 people 41 people Risksnhreats: Complexity of referrals. We are still receiving referrals from a wide range of agencies since the pandemic and some of these have provided additional challenges, e.g. not understanding what the project is, starting to engage with the project but changing their mind, beirig erratic regarding arranging visitslphone calls, being difficult to get hold of, requiring more than one person to visit. This increases the time taken to fully complete the life story book. Increasin8 frailty of volunteers results in fewer volunteer hours due to periods of longer~term sickness. Difficulty recruiting new volunteers due to lack of capacity to attend community events and fewer community events being organised post-pandemic. -30- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEE) TRUSTEES, REPORT IINCLUDING DIREcfoRS' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 LIVING WELL Service started 01 sept 20221 Part time role 17.5hrs weekly Funding amount and source: £25,000- TOG MIND Servlce Objective: The Service works in Partnership with TOG MIND and Positive Steps. The Age UK Oldham Navigator worker will form part of the Living Well team. They will usually be a first point of contact for older people accessing the service to support them to identify options and services èvallable 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. Short description of service: The Age UK Oldham Navigator delivers an integrated approach In supporting older people experiencing mental healthlcognitive issues to be independent in their own homes by supporling them to identify options, help action 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 lup to 12 weeks1 practical and emoyonal support to assist vulnerable people who have been identified as: being at risk of deterioration of their physical and mental health. experiÈncinE anxiety/depre55ion folSowing a life changing event e.g. bereavement, redundancy. diagnosis of Ion8-term condition. suffering from isolation and loneliness which is affecting their health and would benefit from social Intervention aimed at preventing deterioration or crisis and may reduce re-occurring presentation to the GP surgery or hospital mental health readmissions. The Navigator assist's clients to regain their independence, wellbeing, and confidence, through the provision of a flexible and creatively tailored approach to meet their personal needs, offering initial support by offering options and choices and linking them with appropriate services to support with social engagement activities within their locality. Arrangin8 for practical measures to be put in place that will enable the older person to live in their own home independently and safely for longer. Activity l improvements in last 12 months: Actively involved with the Living well service within Oldham, attended Living well collaboratives, MDT meetings for south cluster and arranged TAA meetings when required. Relevant figures (should comply with funder's reporting requirements)., Number of clients SUPPOTted during this period 200 Number of contacts linked to those clients Number of signposts during this period for those clients Number of client cases c105ed and wellbeing outcome assessments completed during this period Number of case studies completed durinE this period 1,841 266 94 -31- AGE UK OLDHAM LIMITED IA COMPANY IIMITED B Y GUARANTEEI TRUSTEES, REPORT IINCLUDING DIREcfoRS' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Risks/Threat5: Complexity of cases and time needed to work and build up relationships with clients when navigator only has a part time 17.5 hrs weekly role, thi5 is being monitored. MEALS DELIVERY SERVICE Funding amount and source: Income generated: £101.695 Servlce Objective.. The aim of the service is to provide freshly frozen nutritional meals direct to older people within their own homes. Brief description of servite: The meal seNice 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 £5.OOeach, soups and desserts are priced at £2.00 and there is a £2.50 delivery charge. Activity / improvements in13St 12 months: In the year 24125 we provide approximately 3200 packs whlch equated to around 16,(Xl individual meals. This is a reduction on figures for 23124 due to this we condensed the service to 3 day5 per week with a further reduction to 2 days in March 2025 We also provide regular weekly meals to Age UK Stockport- they have on average 85190 meals per week which are picked up by Age UK Stockport staff for thèm to use in thoir daycentre. Relevant figures: In the year 24125 we have provided approximately 3200meal packs most people have 5 meals a week. This equates to around 16,00 individual meals for the year We have provided A8e UK Stockport with around 85190 meal per week which is 4,420 meals for the year 23124 RlskslThreats: As thls is not a funded service, it is dependent on caterlng recourses and Age UK Oldham transport although customers are charged 3 delivery fee this does not fully cover the costs of the transport. MEN IN SHEDS Funding amount and source: £21,900 income generation from subscriptions and sales £58k fundlng from Age UK Oldham Service Objective: The core element of a Men in Sheds provision is providing hands-on activities for men over 50. The 'Sheds' provide the space for oldef men to meet, socialise, learn new skills and take part in activitie5 Wlth other men. -32- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Men in Sheds tries to address the public health challenge of older men's health. Men in Sheds aims to: enhance self-esteem and Increase conlidence. support men with long term health conditions improve physical and mental healthlemotional wellbeing. reduce the rlsk of social isolation and resultant poor health. facilitate friendship and companionship. provide an environment conducive to men's learning and sharing of skills. offer respite opportunities for carers. improve access to services/activities and benefits for participants. 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 changins event such as retirement- redundancy deterioration in health- diagnosis of a long-term health condition divorce or bereavement. Isolation Many men unlike women find it difficult to regenerate a social life followlng these life altering events. There is a strong emphasis on mental health and the Men in Sheds Service tries to increase the awareness of and reduce the stigma of depression and anxiety whilst also providing supportfor men with physical disabilities following stroke5 etc. The covert plan is also to get men in one place to target them with health messages. Men, particularly those over 60, tend to be slower at going to the doctor for problems that might turn out to be serious. AT M IS men are encouraged to adopt a positive approach to good physical and mental health, and we explain that maintaining one's health w2rrants 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 practices to lower the risk of developing chronic disease, and building rewarding emotional relationships with their family and friends is key. Short descriptioh ol 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 daytr Wlth eight places in each session. There are two full-time staff supporting the service, assisted by a team of volunteers. Ibuddiesl There are several different referral routes into the service, with a large number of referrals coming from the ental health team and the PIP (social prescribing) toam with the remainder from families and self-referrals. The reason for Someone being referred to the service in terms of thelr main presenting health problem Is recorded. On average up to 8-10 men attend elther 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 activities and projects. Each shed member is assessed as to their individual capabilities and skills. Everyone has a purpose and contribute at various levels,. the Buddy scheme helps people who are physically challenged to complete projects. -33- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Ideally men attending the Men in Sheds service should move on from the service after six months. However, it has proved difficult in some case5 for men to leave the service as we have not identified anywhere else that could meet thelr needs. Activity / improvements in last 12 months: The Co-ordinator has worked hard to build up the numbers at both sites and in parkncular the Greenlield site was at full capacity. In the spring of 2024 of the owner of the Mill at Greenlield approached us to Say that the land was being redeveloped for housing and that the people using the mill would be given notice. After consultation with the staff, it was decided that we would close the Greenfield site in the December of 2024. We wauld continue to operate over three days at Failsworth. The seNice has always been costly to the charity dnd having looked at various options It wasn't viable to set up a shed in another location. It was agreed with the trustees that we would reduce the service from 5 days to 3 days to make savings and still offer a valuable resource. One staff member decided to retire from the Decemberfrom the Greenfield site. The co-ordlnator was offered a day in daycare a post that he had previously held and to reduce his days from S to 4 days. The other support worker continued to work three days. The clients al Greenlield following consultation over a period of months had the option to move down to Failsworth and following a number of taster days most of the men decided to come down to Failsworth. Although places had to be reduced everyone stlll had a place however some had to reduce the sessions. This was 2 period of chan8e and the co-ordinator worked h8rd to ensure the smooth transition for tho men. Following the transition to Failsworth, the men from Greenlield have settled well into their new environment and some are car sharin8 to help those who do not have transport access to the shed. Relevant fÉgures The shed has seen has 76 individuèl men attending the sessions over 5 days until December 2024 From January to March 66 individual men Plus, a team of 5 volunteers (Buddies). RiskslThreats: Despite the reduction in days Men in Sheds still remain5 a very costly service. We have not been able to secure funding and it is currently ftnanced by the Charitv. MINOR MAIOR ADAPTATIONS Funding amount and source: Total turnover £225,260 This is a spot contract with two provlders. Oldham Council Housing 21 Servlce ObSectÉve'. We continue to provide the service without any contract or service level agreement. -34~ AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 All jobs are requested by the Occupational 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 properties. This work is carried out in private properties across Oldham and HousinE 21 propertie5. 5t's an all-age seNice. Short description 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 Millbrook. We also (through a range of our trusted contractors) deliver major adaptations such as daors, windDWS, Steps, paths external metal raiSs, door systems and bio bidets. The administrator collates the estimates if required for jobs up to a thousand pounds. Some jok)s require a site vislt, and the Trusted Asser will meet tho contractors to provide and seek the best options for the client. This work provides a steady income for AUKO. We are constantly seeking the right price, and this is reflective in our sales and profit margin. We continually 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. Activity l improvements In last 12 months: There continues to be a long wait for people to have an assessment which is around 16 weeks plus. This has resulted in longer waits for equipment to be fitted in the home. AUKO have had more referrals for urgent adaptations in the home to those people most vulnerable. These have been carried out by both our internal staff member and by the contractors. Following discussions with the head of service for Minor Adaptation it was clear that they are struggling withir) their budget, and this has caused a de13y in adaptations being litted. Some people can wait up to 6 months for an external rail. We have completed 513 jobs in the year which has contributed to people not being readmitted to hospital and keeping them safe and independent at home. This Is a reduction from last year for two reasons last year we did extra work for another councll, and the council is restricted within their budget. We have also fitted adaptations for people who have chosen to pay rather than wait through our Handyvan service. Risks/Threats: There is always a concern with the continuation 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 competition we continue to achieve larger building works. However, it would have staff implications if the work was withdrawn. MA'S REFERRED FROM APRIL 24 TO MARCH 25 580 MA'S COMPLETED 513 -35- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 MA'S CANCELLED 67 MA'S ON HOLD MA'S OUTSTANDING io OLDER PEOPLE5 MENTAL HEALTH PEER SUPPORT Funding amount and source: £18,454 from TOGMIND (Tameside Oldham and Glossop M INDI Service Objective: Commissioned initially from TOGMIND (Tameside Oldham and Glossop MIND) as a 6 month project to test need and efficacyi tlie Peer support project is a service within the Living Well model, providing personalised approaches to mental health care in the form of a "step-down" service for older people. The project is aimed at those over 65yrs of age who have experience of Mental Health Issues but are currentlv feeling settled and stable and would like to achieve or maintain their wellbeing goals to enhance their mental health. Peer support is a low-rlsk intervention and 15 not suitable for clients Wlth current risks such as active suicidal ideation lanything more than fleoting thoughts), or active self-harm risk. Short Description of Service On referral and screening, the clients were offered up to eight sessions with an Older Persons peer Slspport worker. who worked with the client in the community to access other long-ter¥n services and support if needed, and facilitated the self-managed goal setlings of the client. Working with a peer support worker who could relate to their experiences, encouraged their engagement, gave hope, and inspired the client to reach their goals. The peer support project led to better informed MDT'S, enhanced wrap-around care, and improved communic8tlon from a multi-agency perspective. Additionally, supporting a client to connect with other community resources helped to prevent further referrals and rÈadmissions. Due to the successful outcomes of the short 6 month pilot, an application to Awards for All for further fundlng is being sought. Relevant Figures: We sent a questionnaire to all groups to determine their reasons for not belng vaccinated and carried out extensive marketing to urge all older people to consider the offer. We then marketed the offer- circulated Information via social media, all of our charity shops in the community, all Age UK staff, all services and projects were involved in circulating leaflets and talkinB to people both face to face and on the telephone. PROMOTING INDEPENDENT PEOPLE pip Funding source: Northern Care Alliance £150,000 IPIPI, CCG £31,168 IUCRTI, Action Together CIO £58,483.70 (Social Prescribingl. -36- AGE UK OLDHAM LIMITED IA COMPANY LIMITED 8Y GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTOR5, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Service Objective: The aim of the team is to promote independence, safety and wellness of the pa￿ent within their own home and comm(Jnity. Servlce Aims: To address the social aspects of a patients presenting at the GP surgeries for 3 non-medical Source of support. To provide a strength-based, person-centred response to issues-either practical or emotional- which may be affecting a person's wellbeing. To lessen soci81 Isolation experienced by older people in our communlty. Description of Service: Age UK Oldham's PIP advisors are linked to the 5 Adult Health and Soci31 Care clusters in the borough of Oldham working with and taking referrals from the inte8rated care teams which comprise of District Nursing and Adult Social Care staff. Referrals are also received directly from clients, farnily member5, internally from other Age UK Oldham services as well as from a wide range of other external organisations. Referrals are taken for older people who have undergone life changing events or are living with long term health conditions that h3ve affected their situation and confidence. They will have been identified as feeling lonely or isolated and anxious aboL¢t health issues. They will need support to gain confidence to help them live the life they want to live by managing their situation and re-engaging them back into their communities. When referrals are received the PIP Adviser will act as the key Ilnk, building up a relationshipi listeninB to the older person's needs and aspirations and together they draw up a tailored plan which suits their lifestyle hnd will help maintain health and wellbeing and reBain independence. PIP workers link with the person to engage them with a close supportive approach into social and leisure activities and health and wellbeing groups to manage and live well with their emotional or physical long-term condition. They can access a range of AUKO and external activities and services for example lunch clubs, Men in Sheds, craft sessions to counselling, support groups, community groups etc. PIP Advisors supported each the 5 clusters as part of Integrated Health and Social Care Community teams. Clusters are aligned to location of the patients GP practice. 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. Each of these clusters operate within a Council District Team which the PIP worker also works alongside by supporting local district events for residents as well as providing a weekly online presence in each of the Council District Partnership meetings. Thisjoined up way of working aims to be a better experience for patients and, in the longer term, real improvements to their health and wellbeing. The PIP role has evolved, and the client support 15 much more complex from when the service first started. UCRT~ A PIP advisor continues to have a daily presence in the UCRT (Urgent Care Response Team-previously known an ICETIORCATI, 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 seNice to provide an integrate(J crisis response service to prevent hospital admissions as well as facilitating safe disch2r8es. 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 li.e. Age UK Shopping Service to provide an emergency shop, Age UK Handyvan Service, who can assist with downstairs living, movlng a bed downstairs, Fire Safety check etc.) If the patient has been identified as being lonely and isolated, they will be referred into the long-term PIP service for more prolonged support, -37- AGE UK OLDHAM LIMITED IA COMPANV LIMITED BY CIUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 SOCIAL PRESCRIBING Since I" November 2024, 1.5 FTE PIP advisors also work as part of the Oldham Social Prescribing se￿iCe in partnership with our colleagues at Action Together, Positive Steps and TOGMind. Age UK Oldham staff work with social prescribing clients aged over 55 years and those most frail to sit within the experience and skills of our staff. Working in a collaborative way to assist adults of all ages to access appropriate support and re-engage with services in their area. This setvice uses the Elemental digital platform of referring into the seNice, recording work undertaken and sharing outcomes. This platform is directly linked to the GP EMIS system so it can advise GPS of the work being undertaken by the service to support their patients. PIP manager and CEO attend quarterly strategic Social Prescribing consortium meetings. Monthly management meetings are also attended by Age UK Oldham, TOGMIND, Positive Steps and Action Tother social prescribing managers for the operational management of the full social prescribing service. Activity / Improvements in last IZ months: As a result of changes withing the Adult Social Care delivery model (Targeted Operating Model), the PIP service now receives most of its referrals from ASC via ARCC (Assessment Referral Contact Centrel-the "front dooP' 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 action. Apart from the URCT PIP worker, the team now operate a hybrid working day 3nd spend their time either office or home-based with the majority of their time out in the community undertaking home visits or escorting clients, as way o* introduction, to social activities. The Urgent Care re5por15e Team IUCRTI is now based at The Spindles with Miocare staff who provide 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 patients supported through the crisi5 team. Our worker continues to receive nominations by the integrated team for Employee of the Month on several occasions. The re-establishment of Age UK oldham staff in the Oldham Social Prescribing service Relevant figures: Number of people supported 823-resulting in 6,807 contacts wlth or on behalf of clients. Clients were referred or SiEnposted onwards to 2,201 services. PIP Markager and Age UK CEO, meet with funders quarterly, to present report5/KPI's, which comply with funder's requirements. PIP Manager reports bi-annually to CCG on UCRT PIP service activity. Risks/Threats: Continued funding. Demand can overstretch capacity at times. The nature of the work being undertaken by PIP advisors to support older people in the community has become complex. A great deal of time is spent acquiring the most appropriate support for vulnerable older people. The timescales and complexity of the work can have an impact on waiyng times for new referrals to be dealt with. We very unexpectedly received notice of termination of PIP contrèct in July 2024 without any prior notice or warnlng. Originallyj we were given 6 weeks, notice but following a challenge from CEO the service termlnated at the end of Oct 2024. The funding continue5 for the Urgent Care Response Team worker and -38- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Social Prescribing workers, We have retained all staff and have formed a Community Support Team to help triage and contlnue to support older people who come to Age UK oldham for varlous services, asslstance and gLEidance. SAFE AT HOMEAND SHOPPING SERVICE Funded by Age UK Oldham 32K after client charges of £15,077 Service Objective: The Home Shopping Service is based at the office, and we use the click and collect system at the local Tesco at Werneth. This service operates deliveries Tuesday Wednesday Thursdav. Staffed by 2 part time admin a5SlStants and I part time driver delivering both Shopplng and Meals. Short descrlption ol setwice: 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 continue to put shopping away monitor the home situation and liaise with family and agencies to ensure that clients are safe and well within the home. We also signpost to our other services when a need is identified. Activlty I Improvements in13St 12 months: As the Shopping SeNice moved onto online shopping with Tesco the operation is a more effi'cient and reliable. Prices are much better for the customer and there is a wider r3nge of food to choose from. This continues to be 3 time-consuming process the average age of user is 80+ customers will not always be ready with their order and often need help to decide - therefore to take the order and payment and order online takes time. The charge remains at £8.00. However, we must pay Tesco for the slot and to pick and pack this ranges from £1 to £2 usually £2 and up to £5.00 over the Christmas /Easter period, which reduces our income depending on slot charge. We also have to pre-book 51ots at busy times of the year in advance. We continued to use Household Support funding to provide shopping fvee or no delivery charge to people of all ages who had been discharged from hospit31, 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 55 clients with deliveries avera8in8 31-35 a week. The deliveries are now incorporated with the dellvery of the meals service which is a better use of resources across the 3 days. In January 2025 it was decided that the Charity could no lonBer fund this service. We be8an consultation with the staff as to alternative employment. The cost of each deliveryj based on the above numbers, is at a cost of £25 per delivery. This process involves a lot of work with the client base and would take around 6 months to ensure all the clients had access to shopping beinB delivered. -39- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 The consultation started with the clients at the end of March by staff doing home visits to look at those people most vulnerable it is envisaged this process with take a further 3 months to ensure every client has access to a service to provide shopping éeliverÈd to the home. Relevant flgures 1,884 shopping deliveries were carried out Risks/Threats: Unable to carry on the funding by the Charity TECHNOLOGY & US COMPUTER CLASSES Funding Source: Age UK Oldham and Chargeable project. Service Objective: IT classes for older people in small groups at Chadderton over 60's centre. short description 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. All c13sses are chargeable. Activity / improvements in last 12 months: Classes held each Friday morning with ceritre manager and IT volunteer. Between 1- 4 people tome each week. Relevant figures: Numbers fluctuate between 1- 4 each week. With PIP staff bringing people for one off support in between. Sessions are chargeahle at £6 each. Loss of IT staff member has impacted this service- it is now supported by centre manager and a volunteer. Risks/Threats: L05s of numbers. Loss of venue. Loss of staff. -40- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 VOLUNTEERS Funding Source: Age UK oldham Servlce Objective: Support all AUKO services wlth volunteer help Volunteers make an important contribution to the work of Age UK Oldham, enabling the delivery of quality, cost-effective services. Volunteers are dedicated and an InstrLsmental part of our Age UK Oldham family. We recognise the importance of well-trained volunteers, so we also deliver a Welcome to Age UK Oldham Day induttion day to all new volunteers, ensuring they work effectively alongside staff and service users. Short description of service.. Our volunteers help us be there for the people who need u5 most, from dirert servlce delivery to helping us raise money throsJEh our ch3rity shops. Volunteers are our strength. Volunteers are supported and trained by managers and staff and ère a very welcome addition to our staffin8. Activity l improvements in last 12 months: As the need for our services have grown so too have our volunteers, people working longer has had a huge impact on our recruitment. We have had three recruitment events this year along with contilluous adVer￿SIng on our social media and website. l understand f rom Age UK networking events, this is happening acro55 the country and all Age UK5 have been afferted by drop in voluhteers coming forward Relevant flgures: Befriending Intergenerational Just4 men Computer classes Shops Falls io Life Story RiskslThreats: Unable to recruit and retain sufficient number of volunteers to support ongoing services and prevent future development. 41- AGE UK OLDHAM LIMITED IA COMPANY LIMITED B Y GUARANTEE) TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 WINTER VACCINATION PROGRAMME Funding: £3000- GM ICB Service Objethve To support vaccination awareness and Uptake for Oldham residents. Brief Description of Service In order to promote awareness and support access to winter vaccinations for older people. we initially colltacted many of our groups Iolder Together, Life Story, Shopping sÈrvice, Chadderton Over 60 groups, Falls groupsl to ask who had had their flu and covid vaccinations, whether they still intended to if they hadn't yet, and what reason there was if they didn't want to be vaccinated. We carrled out extensive marketing to these groups to urge all older people to consider the offer. We then marketed the offer to the general Plsblic, circulated information via Social media, all of our charity shaps in the communityy community events we attended, all Age UK Oldham staff. All services and projects were involved in circulating leaflet5 and talking to people both face to face and on the telephone. Relevant Figures Below are the figures from the questionnaire responses.. Totals 16 19 12 Flu yes 15 Flu no Covid yes 12 17 li Covid no Intend to 19 io 19 13 16 li 16 15 19 36 18 31 15 29 156 140 16 122 34 90% of people had thelr flu labs, IO% did not. 78% had their covid jabs, 22% did not. Of those that didn't, none of them intended to for the following reasons: Didn't get offer with Flu jah and didn't have transport for Covld lab. She doesn't trust what is in the injections. Auto-immune issues prevent uptalce of c19 booster. Heard bad thinES about the vaccine so does not want to have it. Felt like their arthriti5 was getting worse and their physio said that they had heard that thè covid vaccinBtion can affect arthritis. Stjspicious about the speed of development of the original vaccine and the follow-ups. Although this IS the fi'rst follow-up they haven't had. Husband had bad experience with flu vaccine and chest palns. Not been able to get appointment. Not had chance to make an appolntment for flu jab. Ran out of COVID vaccine. -42- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 CHARITY SHOPS Income Generation: £813,227 To raise funds for the charity we started the year 2024125 operating eight charlty shops. However, we closed Boutique on George Street in February. We sell donoted goods at Lees, Failsworth Precinct, Lord Lanp Failsworth, Shaw, Uppermill, Oldham Town Centre £1 shop, Huddersfield Road and eBay. In August 2025 we opened a new shop in Milnrow. Our shops generate income by providing household Eoods, clothing, and furniture to the local community. The shop sales (excluding gift aid) during 2024125 were £652,699, which is £2,496 down on lastyear. However, Boutique closed 7 weeks before the end of the financial year which would have brought us above last year's takings by approximately £1,500. We also raised funds by selling on our eBay shop, raising £18,881. This is an improvement on the previous year by £2,496. We have given one of our shop Manager5, Gaynor, the responsibility of eBay which she has embraced with vigour. Recycling of rags raised £13,652 whlch is down £2,743 which is due to price per kilo being reduced. This has happened across the charity sector, across the country. Gift aid= £110,032, which is up £35,025 on last year. This has been possible due to a new system of gift aid management beinE implemented. TotallinE £813,227 This is £37,802 up on last year. Service Objective: We have 8 retail outlets again, which are currently overseen by a retail manager, with the assistance of a retail operations manager. We now have a team of 15 shop managers (full time and part timel, a team of drivers and a staff rota of over 90 volunteers across all sites. We aim to provide a welcomlng, safe environment for staff, volunteers, and customers. Short description of service: Eight retail shops sell a wide variety of donated goods whilst acting as a link in the community to our local services. All sites have a supply of our service guides and useful information leaflets for customers, needs. Researching and valuing items which have been donated, and then to sell on eBay, or in the shop5, to maximize profits. We aim to promote Gift Aid in store, informing our customers how much of a difference it makes for the charity. Actlvlty / improvements in the last 12 months: Our rags and waste income has declined due to the price per kilo, so we continue to transfer more stock to our pound shop, which has improved in turnover year on year again. Stock is moved there 4 times per week from the other shops, We u￿1[Se part of our Barn St site to store furniture and this is also where our small appliance electrical donations are tested. Donations continue to pour into our local shops negating the expense of "bag drops" We also transfer goods between shop sites, actively using a group WhatsApp service, to provide each shop with their best-selling goods. Cyberlill (till system) still helps us gain a substantial profit from Gift Aid and helps us to analyse our figures with ease, identifying key areas for us to focus our efforts. 43- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEE) TRUSTEES, REPORT IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 We have taken on board the new e-learning training system. All managers are tjp to date with their tralnlng. 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. We continue to re-use donated bags which we charge for and no longer buy new carriers. Thi5 is a small effort to help the environment. Going forward, we are still actively seeking new sites to increase the proftts for our charity. Rlsks/Threats: Whilst we endeavour to make every effort for new volunteers to join our team, we 5ti11 face weekly issue5 SLtrrounding staffing levels at all our sites. We are still expecting a new intake of Duke of Edinburgh volunteers as the new school year has just started. During Covid 19 we installed safety screens around our till areas, all have now been removed. Even more customers are now shopping online and the increase of cheaper competitors on the high street means that our prices and stock quality need to be more competitive than ever. Our eBay caordinator is now one of our shop managers. She travels between shops on her non~shop manager days to collect and view potential eBay items. MODERN SLAVERY AND HUMAN TRAFFICKING STATEMENT This statement is provided on behalf of A8e UK Oldham and is made in pursuant to section 54 of the Modern Slavery Act 20151'the Act'l- It constitutes Age UK Oldham's statement for the financial year ended 31 March 2021. Age UK Oldham considers modern slavery and human trafficking extremely serious crimesi grave violations of human rights and contrary to the ethical standards and values we hold dear. As a charity we have a zero- tolerance dpproach to such abuses. We are committed to preventing modern slavery in our organisation 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 autonomou5 charlty registered in England and is a Brand partner of the national Age UK charity. Our constitution states that= he objective of the orgonisation shall be to promote the relief of elderly people in any manner which now orhereafter may be deemed by law to be churitable,. Age UK Oldham has an operational tradinE subsidiary which generates income to funds the charities work. Age UK Oldham and its subsidiary employs around 90 staff, and benefits trom the support of over 3(X) volunteers acros5 our services. The vast majority of our staff are employed directly by Age UK Oldh3m and its subsidiary and are not of an employment status considered to be vulnerable to modern slavery in this country. We are not complacent and have robust policies and procedures in place. -44- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GuARA￿EEl TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2025 POLICIES Age UK Oldham endeavours to raise awareness among all employees of the identificallon, prevention and eradication of modern slavery and human trafficklng, and has policies and procedures in place to ensure that they can do so. The relevant policies are.. l. Age LIK Oldham's Critical Supplier policy and procedure requires that suppliers are formally approved by Age UK Oldham and that they can only provide goods and services after confirming compliance with all applicable regulations and legislation, 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 yearsl or an adult118 or overl 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 ond human trafficking taking place within their organisatiorks or supply chains. As a pre-condltion to supplying Age UK Oldham, suppliers must confirm their compliance with the Act. If a supplier fails to provide the information requested or meet Age UK oldham's expectations, Age UK Oldham will take appropriate action, which may include not enterSng into a relationship or terminating the relationship. In the 2025126 financial year Age UK Oldham plans to take further steps to enhance our supply chaln due diligence, including.. Continuing mandatory training to ensure staff awareness and understanding of modern Slavery and human trafficking. Continuing to monitor our modern slavery risk assessment register to ensure that where high risk situations are identified we have responded to those concerns. This statement is made pursuant to Part 6, section 54 of the Act and constitutes Age UK Oldh2m's anti-slavery and human trafficking statement for the financial year ending 31 March 2025 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 Age UK Oldham aims to produce the best financial return within an acceptable level of risk Icautiousl. The investment objective for most of Age UK Oldham's long-term reserves is to generate an increase in value more than inflation over thÈ long term. A small proportion of the charitv 5 long-term investments is held to generate an income to support the on-going activities of the charity. The investment objective for the short-tertn 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 it5 own cash facilities rather than organised borrowing. Any borrowing needed to fund the activities of the charity will be in line wlth Its constitution and a plan will be in place to meet any repayments as they fall due. POLICY ON RESERVES Age UK Oldham has a Reserves Poliry 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 £668,971. 45- AGE UK OLDHAM LIMITED IA COMPANY LIMITED BY GUARANTEEI TRUSTEES, REPORT (INCLUDING DIRECFOR5' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 The Trustees consider that in the event of a significant drop in funding,. this will enable them to continue the charity's c¢Jrrent and planned activities for six months while consideration is given to ways In which additional funds may be raised. This will enable all le8al commitments to be met within this period including the costs of any eventual need to wind up its operations. PLANS FOR FUTURE PERIODS Continue to monitor arid review existlng trading outlets and seek opportunities for replacement of shops,. Establish a warm space and social wellbeing hub at Over 60,5 Centre to ensure that older people have access to information, advice and practical support to help them through a challenging winter,. Services in Day Care centres to continue to cater for frailer More dependent older people with a high proportion of dementia 5ufferers,' The Social Care climate is changing, and we must now continue to explore opportunities to amalgamate charged for places for those people needin8 care but who are ineligible for statutory financial support and understand the Direct Payment process to enable staff to assist service users who are eligible under these parameters,. Further increase in catering provision both in service and trading afea5. Consolid3te and grow the meals home delivery servlce as both a welfare opportunity (encouraging improved nLrtrihon and hydration in older people) and an income generation avenue,. Build on previous success with local schools with whom we have built relationships within our heritage projert, and develop more diverse intergenerational projects. Increased involvemellt with the Asian communitie5 both in services and trading; Continue to be involved in the GM agenda; Continue to develop and grow our partnerships with health, supporting older people to experience safe, ttmely hospital discharges and prevent avoidable readmissions. RESTRICTED FUNDS Specific funding of projects and their monies are held in restricted funds and are not available for the general purposes of the charitv. FINANCIAL REVIEW The environment the charity operates in continues to be difficult as local authority and health budgets are increasingly under heavy pressure and scrutiny. Our services, when looked at holistically, provide great value for money in preventative care and early identification of issues for users of our service5. This is an area in which the charity should be proud, although it can be hard not to be guided into becoming financially responsible for the obligations of other parties. Given the headwinds, the charity has made a deficit in the year o* £115,917 in its own funds. Reserves are adÈquate for this, however, going fonmard, thp budgeting process for the continues to be a focus of the Trustees to ensure sustainability of the organisation into the future. The Charity has continued to provide high quallty services and innovative programmes to which our resources May be allocated. It is credit to the staff and volunteers that the Charity remain5 in a strong position. We continue to reserve fund5 to insure against losing key contracts and having to downsize the charity as has beèn the case in previous years, 46- AGE UK OLDHAM LIMITED IA COMPANY LIMITED B Y GUARANTEEI TRUSTEES, REPORT (INCLUDING DIREcfoRS' REPORTI FOR THE YEAR ENDED 31 MARCH 2025 UAUTIES AND DIVERSITY Age UK oldham is committed to the principles and practice 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 Clint Elliott IChalrman} Trustee Dated.. I" December 2025 47- AGE IJK nl,DHAM LIMITED (A COMPANY LIMITED BY GUARAIYTEE) IINDEPENDENT AUDITOR'S REPORT TO THE TRUSTEI ES OF AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE) Opinion We have audited tli¢ consolidated financial stateinents of Age UK Oldliam Limited (the 'charity') and its ti'ading subsidiaiy for the yeaL' ended 31 March 2025 whiel) eompi'ise the coiisolidated slateinent of finanei81 actlVLties, the consolidatcd and company balance sheet, the consolidated stal¢iiient of cash flows and tlie notes to the finaneial statements, including a suiiimary of significant accouiitiiig policies. The financial IEpoi'ling frainework Il)at has been applied in tl)eir pi'epai'alion is applicable law and Unitcd Lingdom A¢counling Siaiidai'ds, iiicluding financial Reporting Staiidai'd 102 Tlie Finaiiciol Repoi'ling Siandaid upplicable in ihe UK aiid Repiiblic of lielaiid (United Kingdom Generally Aceepkd Accouiiting Pi'actice). In oui. opinion, the financial stateinents.. give a ti'iie and fair view of th¢ stale of the gi'oup and charitable company's affairs as at 31 Marcl) 2025 and of its incoining I'¢soiii'¢cs and application of I'esouires, foi. tlie yeai. tl)eii ¢i)ded- Iiave beeii piopei'ly prepared in a¢cordanee witli Ui)iled Kingdom Genei'ally Aceeptcd Accounting Pi'actice; aiid liave been pi'epaird in accoi'dance with d)e I'equii'emeiits of tl)¢ Companies Act 2006. Basis foi. opinÉon We conducted our audit in accordaiice with International Standards oli Auditiiig (UK) (ISAS (UK)) and applicable law. Our I'espoiisibilities uiidei. Ilios¢ staiidai'ds al'e fiirthei. desci'ibed ii) tlie Audilor's RY.51)OP7sibililies foi. 117e audil of ihefinnt]Ci(El,sta/eippeii13 section of oui. repoit. We al'e iiid¢peiident of the eliai'ily in accoi'dance wilh the etliical I'equii'emeiits that are relevant to oui. audit of the financial slateineiits ii) the Ul<, iiicluding the FRC'S Ethical Standard, and we have ￿lfIlled oui. otliei. ethical I'espoiisibilities in accordance wilh these I'equu'einents. We bLlicve tliat tFte audit evidcnce we liave obtaÉned is siifficicnt and appropi'iate to ￿0VIde a basis foi- oui. opinion. Conclusions relaling to going eoneei'n Iii aLiditing tlie financial stateineiits, we liave concliided that Ilic ti'ustees, use of die going coiicein basis of aecountii)g in thc prepai'ation of the finaiicial statemenls is appi'opriale. Based oil Ilie woi'k we have peiform¢d, we liave not identified ally Iiiatei'ial uii¢ei'tainties I'elating to events oi. conditions Il)at, individually or collcclively) Inay cast significant doiibt on tl)e ehai'ily's ability to continLie as a going Concern foi. a pei'iod of at leasl twelve Inont])s froin wlieii the finaneial stateniciits al'e authorised for LSSUe. Our Itsponsibilities aiid the re%ponsibilities of Ilie trustees ¥vitl) rcspect to goii)g concern al'e desei'ibed in tlie i'elevant section5 of this I'epoit. -48- AGE UK OLDIIAM LIMITF,D (A COMPA Triy LIMITF,D RV GUARANTEE) INDEPENDEI NT AUDITOR'S REI PORT (CONTINUED) TO THE TRUSTEI ES OF AGE UK OLDHAM LIMITED (A COMPANY LIMII'ED B Y GUARANTEE) Other information I'lie otli¢i' infoi'inatioii compi'ises the inforniatioii included in the annual Itpoit other tlian the financial slateillents and oui- auditols repoi't thereon. The Ii'ustees are responsible foi. the otl)er infonllatioii contained witliin the annu&l i'eporl. Our opinion on the financial statements does not ¢ovei' the ot]iei' infonllation and, exeept lo tlie extent otlieiwise explicitly stated in our report, we do Iiot express ally foi'in of assuraiice conclusion tli¢i'eon. Oiii. rcsponsibility is to l'ead t]ie other infoiination attd, in doing so, coiisidcr whethei. the othei. inloiiiialioii is Inalei'ially inconsisteiit with tlie finaii¢ial statemcnts or oui. knnwledge obtaiiied iii the coui'se of the audit, or oiheiwise appears to be inal¢i'ially misstatcd. IC we ideiitify such inaterial iiiconsislciicies oi. apparent Inaterial i)Jisslalements, we al'e I'cquii'¢d to detei'mine whetliei- tl)is gives risc to a Inatei'ial iiiisstateineiit ill Il)e finaiicial slaleiiieiits tlieinselves. If, based 011 the woi'k we have pei'foi'iM¢d, we conclude that tlierc is a matei-ial niissthtement of this oiliei. information, we are i'equii'cd to I'epoit that fa¢t. We have iiothii)g to I'epoi't iii tliis i'cgai-d. Opinions on other matters prescribcd by the Companies Act 2006 In oui. opiiiion. based OJ) tlie work uiideitakcii iii the coui'se of oui. audit.. the inforiiiation given in th¢ trustees, repoi't for the financial yeai. foi. which tlie financial statements are prepai'ed, which includes the dii'ectoi's, I'eport pi'cpared for the pui'poses of company law, is consistent with the financial statements; and dic dir¢¢tois' repoit iii¢luded within the tiiistees, i'epoi't lias been pi'epared iii accoi'datECC Witli 8pplicable legal I'¢quii'eineiits. Matters on which we are rcquii'ed to report by exception In tlie light of Ilje knowledge and uiid¢islandiiig of the charity and ils envii'oniiient obtained in the coui'se of the audit, we have not identified material misstateineiits in the dii'ectOl'S' IEPOI'I included within tlic ti'ustees, report. We liave noihiiig to report in I'espect of tlie followiiig Inatteis in relatioii to wliich the Coiiipaiiies A¢t 2006 requires us to repoit to you if, in Dui. opiiiion: adequa￿ accoui)ling I'ecords liave not been kept, or rcluins adeqiiate for oui. audit Iiave iiot been i'￿e1ved fi'oin byaiiclies nol visited by us. or the financial statemeiits al'c not in agi'eement with tli¢ &¢couLitiiig recoi'ds and retui'ns. 01- ccriain disclosvi'es of ti'ustees, Irinunei'ation $1)eeified by law al'e iiot iiiade,. oi. we liav¢ not I'eeeived all tlie iiiformation ai)d explanatioi)s we require foi. oui. audit; or tlic ts'ustees wei'e not eiititled lo pi'epai'e tlie f51)aii¢ial statements in ac¢oi.daiice witli the siiiall conipanies regim¢ and take advalllage of the sinall conipanies, exeiiiptions in pi'cparing the ti'ustees, ttpoi% and froin tl)e rcquii'einent to prepare a strategic I'epoit. 49- AGEI UK OLDHAM LJMITF,D (A COMPAIIY LIMITEI D BY GUARANTEE) INDEPENDENT AUDITOR'S REPORT (CONTINUED) TO THE TRUSTEE4 S OF AGE UK OLDHAM LITh(ITED (A COMPANY LIMITED BY GUARANTEE) Responsibilities of Irustees As exylained mol'e fully iii tlie statement of trustees, I'esponsibilities, tlie tLlJStees, wlio are also the dii'ectors ot thc charity foi. tlie purpose of coinpany law, al'e I'esponsible fov thc pi'eparalion of tl)e fIna￿claI staÉeinents and for being satisfied that tliey give a true and fair view. and for Such internal conti'ol as the tiwstees d¢terniine is necessai'y to ¢nablc the pi'epai'ation of financial slateiii¢nls that are free fi'oin material misstateiiienL wlieilier due to fi'aiid oi. ei'i'oi.. In pi'epai'ing the financial statements, tlie ti'ustees ￿.¢ I'esponsible for assessing tile cliai'ity's ability lo eoi)linue as a going conceim, disclosing, a8 applicable, matters relaled to going concern and usiiig the going coi)cein basis of ￿￿QuI1t1ng ullless the trustees either intend to liquidate the charitable coinpany or to cease opeiutions, or have no i'ealistic altei'native but to do so. Auditoi s responsibilities fov the audit of the finxncial statements Oui. objectives are to obtaiii I'easonable assui'ance about whethei- tlie financial statements as a wliole dl'¢ free froin I￿aterial tnisstateniei)t, whetliei. due to fixiid or eri'oi., aiid to issiie an auditoi s repoit Il)at includes oiii- opiiiioii. Reasonable assurance is a liigli level of assurancc but is iiot a guai'antce tliat an audit cotEducted iii accoi'daiicc with ISAS (IJIC) will always dctect a nialei'ial misslalement wlien it exists. Missiatemcnts Lan ai'ise fi'om fraud oi. ei'roi. aiid are eoiisidei'ed Inaterial if, individually oi. in Ilie aggi'egate, tliey Could I'easonably be expectcd to irkfluence ti)e eeonoinic decisions of usei's takeii on tlie basis of these financial statements. A furtl)eL' desci'iption of oui. res]x)nsibilities is available on tlie Financial Repoi'ling Council's website at: l)ttps:Ilwww.fr¢.oi'L.uk/auditoi'sresponsibililies. This desci'iptioti fomis part of oui. auditoi s I'eport. Extent to whieh the audit was con.8idered eapable of detecting irregularitÉes, illcluding fraud lii'egulai'ities, including fraud, are instance8 of non-coiiipliance with laws aiid regulations. We d¢sign pi'ocedui'es in line with oui. tEspoiisibilities, outlined above, lo detect iiiatei'ial iiiisstatemciits iii respe¢t of ii'lEgLilai'i11¢s, includiiig fi'aud. 'fhe extcnt to which our procedures al'e capable of detecting li'reglil￿.1II¢$, incliiding fraiid, is detailed below. At tlie planiiing stage of the audit we gaiii ali understanding ot. d)e laws ai)d I'egulations wl)ich apply to t]ie Groiip and l)ow Inaiiagciiient seek to ¢oiiiply with theiii. I'liis helps us to iiiake appropi'iate i'isk assessinenls. During the audit we focus OEI I'elevant ris1( areas and review compliance witli laws and I'cgulatioiis thi'ougl) Inakiiig I'elevanl enqiiii'ies and coi'i'oboi'atioii by, for example, IEvÈewin8 Tiustccs Mii)utes and od)ei' docuincnlalioii. We assess Ilie I'isk of material ii)isstatement in tlie fii)aneial gtatemcnts iiicluding as a i'esult of fi'aud and iindei'take pi'ocedui'es includiiig.. I. Review of Contiols set ii) place by Inanageii)ent 11. Eiiquiry ol-nianageiiient as to wlietliei. tlicy coiisid¢i' fi'aud oi. other iri'egulai'ities tnay liave occiii'i'cd or wliei'e such oppoi'ttinity miglit exist 111. Cliall¢iige of maiiageinei)t assuiiiptions witli I'egard tn acccjuiitiiig estiinates IV. Ideiitifieatioi) and testing of journal ents'ies, paiticulai'ly tliose wliicli 11)ay appeAI- to be unusual by size or na￿1.¢. 50- AGEI UK OLDHAM LIMITED (A COMPANY I,IMITF.D B Y GUARANTEE) INDEPENDENT AUDITORIS REPORT (CONTINUED) TO THE TRUSTEES OF AGE UK OLDHAM LIMITED (A COMPANY LIMITED BY GUARANTEE) Because of the inhereiit limitations of an audit, there is a I'isk that we will not detect all ii'i'¢gularitics, including those leading to a Inaterial Inisslateinent in the financial stateinents or non-complianc¢ with I'egulations. Tliis i-isk ii)¢reases the 11)oi'e that coii)pli2ncc witli a law oi. i'egulalion is ieinoved from the events and ti'ansactions reflected in tlie fiiiancial statement& as we will be less lilcely to become awai'e of inslanees of non-¢oinplianee. Tlie risk of not detectii)g a malei'ial misstateiiicnt resiilting fi'oiii fi'aiid is highei. tlian for one i'esulting from ei'ioL' as fi'aud I￿aY iiivolve collusion, foiEei'y) intentional oinissioi)s, misi'epi'esentatiolls, or the overi'ide of inlei'nal contiol. Use of oui- report Tliis rcport is Inade solely lo th¢ chai'itablc coiiipai)y's members, as a body, in accoi'daiice with Cliaptcr 3 of Pai'l 16 of th¢ Compaiiies Act 2006. Oui. audit wo1* has been undcilaken so tliat we might slate to the cliaritable coinpaiiy's Ineiiibei's tliose mattel's we al'e I'equii'ed to state lo thein in an auditor's repoi't I￿1d foi. no othei. i)ui'ix)se. To tlie fiillest cxlent pem)itted by law, we do not a¢eept oi. assuine I'csponsibility to aiiyoiie othei. than tlie Lli21'itable compaiiy and the chai-itable company's Ineinbci's as a body> for ovi. audit woi'k. foi. this iepoi't, oi. foi. tl)e opiiiions we liave fornied. Michael Royle BA(Hons)FCA (Senior Statutory Auditor) for on behalf of Cliadwi¢li & Company (MAnchester) Limited Clixrlered Accountants StAtiitoJy Auditoi's Capital House 272 MAnchester Road Di'oylsden Manchester M43 6PW l Decembcr 2025 Cliadwick & Coinpany (Maiichestei-) Liinited is eligible foi. appointment as auditoi. of the chai'ity by virtue of its eligibility for appointm¢nt as auditoi- of a company uiider section 1212 of ihe Conipanies Act 2006. AGE UK OLDHAM LIMITEI D (A COMPANY LIMITEI D BY GUARANTEE) CONSOLIDATED STATE< MENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPLI Tr4DITURE Accouf4T FOR THEI YEAR ENDED 31 MAIICH 2025 Unrestj'icted funds gelleral designated Resti'icted funds Total 2ll25 Total 2024 Notes com endo Donations and legacies Cliai-ituble activities Activili¢s foi. genei'ating funds Investments ts fr(b 26,521 789,518 851,971 8,278 26,521 12,582 835,026 1,624,544 1,855,976 851,971 804,659 8,278 16,533 Total ineome and endowments 1,676,288 835,026 2,511,314 2,689,750 Iiditui Cliai'ilablc activities on: 1,063,654 867,467 1,931.121 2,085,853 Other 706,228 706,228 699,162 Total r&soui"ces expended 1,769,882 867,467 2,637,349 2,785,015 Net gainsl(losscs) on invcstincnl8 14 10,118 10,118 14,884 Net outgoing resources before transfers (83,476) (32,441) (115,917) (80,381) Gross tt'ansfers bctweeii fuiids 56,281 (54,681) (1,600) Net movement in funds (27,195) (54,681) (34,041) (115,917) {80,381) rund balaiices at l April 2024 1.674,487 723.652 59,415 2,457,554 2.537,935 Fund balances at 31 Mayeh 2025 1,647,292 668,971 25,374 2,341,637 2,457,554 Tl)e slatem¢iit of financial aetivitics also con)plies with the ieqiiiirments foi. an ii)come and expenditui'e a¢¢oLint uiidei. tlie Coinpanies Act 2006. 52- AGI UK OLDHAM LIMITED (A COMPANY LIMTTF.D BY GUARANTEI Ei ) CONSOLIDATED AND COMPANY BALANCE SHEI ET AS AT 31 MARCH 2025 2025 Group 2024 Group 2Q)25 Company 2024 Company Trlotes Fixed assets Tangible assels Investinents 15 16 1,483,264 310,855 1,459,082 300,737 1,483,264 310,857 1,459,082 300,739 1,794,119 1,759,819 1,794,121 1,759,821 Current assets SÉoeks Debtoi's Cash at bank aiid in liand 17 18 19 768 282,101 457,577 S39 370,395 477,071 393,724 345,101 462,215 383,378 740,446 848,005 738,825 845,593 Creditors: amounts falling due within one year 20 192,928 150,270 191,309 147,860 Net current assets 547,518 697,735 547,516 697,733 Total assets less euri'ent liabilities 2,341,637 2,457,554 2,341,637 2,457,554 Income funds Restricted fiinds Dcsignated funds Ui)r¢stricted fui)ds 21 25,374 668,971 1,647,292 59.415 723,652 1,674,487 25.374 668,971 1.647,292 59,415 723,652 1,674,487 22 2,341,637 2,457.554 2.341,637 2,457,554 Th wei'e appi. d by tlie Trustees 01) l Decembei. 2025 C E Elliott Th'ustee Chai'ity Registi'ation No. 1145196 Company Registration No. 07267880 53 AGE UK OLDHAM LIMITED (A COMPANY LIMII'ED BY GUAIL4NTEE) CONSOLIDATED STATEI MENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2025 2025 2024 Notes Ca.$h flows from operating activities Cash genei'ated fi'oml(absorbed by) opei'atsons 28 46,082 (318,434) Investin% activities Purcljase of tangible fixed assets Pioceeds on disposal of tangible fixed assets Iiitei'es't I'eceived {96,514) (505,863) 22,660 8,278 16,533 Net casll used in investing activit1¢5 {65,576) (489,330) Net cash llsed in financing activities Net decrease in easb and ca.sh equivalents (19,494) {807,764) Casl) and cash cquivaletlts at beginning of yeai. 477,071 1,284,835 Cash and cash equivAlents at end of year 457,577 477,071 54- AGE UK OLDHAM LIMITED (A COMPAIYY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Accounting policies 1.1 Company iDforMation Age UK Oldhai)) Liiiiited (A company limited by guai'antee) is a private coinpany limited by guaraiitee incoi'porated in England and Wales. The rcgist¢red office is l O Chui'ch Lane. Oldham, OLI 3AN. 1.2 Accounting cfjnvenlion Tlie finaiiLial 51ateinents have been prepai'ed in accordaiice witli tile Companies Act 2006 and 'Accouiiting and Repoi'ting by Cliarities.. Stateiiient of Recoiiiineiidcd Practice applicable lo ¢l)ai'ities PIEpai'iiig t11eii' accouiits in accoi'daiice wid) tlie Fii)ancial Repoi'tiiig Standai'd applicable in th¢ UK and Repiiblic of li'cland (FRS 102)" (as ameiided for accouiitiiig periods comiiicn¢ing fiom l Jaiiuk)iy 2016)- Tl)e cliai'ily is a Public Benefit Entity as defined by fRS 102. The fiiiancial stat¢m¢nls are prepai'ed in st¢rling, which is the ￿nCtio]ial CLirren¢y of the ¢hai'ity. Moi)etary amouiits iii these finaiicial stateinents air i'ouiided to ihe ne&i'est £. Tl)e financial stateinenls have been pi'epai'ed under the l)istoi'ical cost ¢onventioii. Tlie principal accounting polici¢s adoptcd are set out below. Tliese fiiiaiicial statcm¢nts coiisolidate the I'esults of th¢ charitable company and its wliolly owned trading subsidiary, George Sli'eet Cliapel Liinited. A sepai-at¢ Stateiiieiit of Financi21 Activities {SOFA) is not PlESClltcd because the Ch￿'Itable company l)as lakeii advantage of the exemption affoi'dcd by section 408 of tlie Compaiiies Act 2006. 1.3 Going conccrn At Ilic liiiie of appi'oving tlie financial stateinents, the trustees have & I'easoiiable expectation that t])¢ cliai'ity lias adeqiiate I'esoui'¢es to Continue in operalioiial existcnee for tlie foreseeabl¢ lutui'e. Tl)us tl)e trustees Continue to adopt the goiiig concei'n basis of accounting in prepai'iiig tlie finatkcial slatements. 1.4 Charitable funds Unirsli'icted geiiei'al funds - these al'e fiinds tliat can be used li) accoi'dancc with die ch￿'Itable objc¢ts a¢ the disci'etioii of tlie Iriistees. Desigiialed fuiids- these al'e iii)restricted funds desion&ted foi. particular purposes by the trustees within tlie objecLives ot tlie cliai'ity. Restricted fund5- Iliese ai'c flltids that can oiily be iised foi. pai'liculai. rests'i¢led purposes within the objects of tlie Charity. Resti'ictions ai'ise wlien specificd by tlie donor oi. when funds aiE raised foi. pai'ticulai. resti'i¢led puwses. Furtliei. explaiiations of tlie nature and pui'pose of cacl) Cuiid al'e included iii tlie notes to tlie fii)ai)cial stateineiits. 55- AGE UK OLDHAM I,IMITED (A COMPATrIY LIMITED B Y GUARANTEE) NOTES TO THE FINANCIAL STATEMEI INTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Aecounting policies {Continued) 1.5 Ineoming r￿OUrceS Income is I'ecognised ivli¢n the chai'ity is legally entitled to it aftei. any perforinance conditions liave beei) meL thc amounts can b¢ i))easured i'eliably, and il is piY)bable llidt incoine will b¢ received. Ca511 donatioiis al'e i'ecognised 01) I'e¢eipt. Other donations arc recognis¢d once the charity Ilas been nolified of the donation, unless peifonnance ¢oiiditioiis i'equirc defei'ral of tl)e ainount. Iiicom¢ lax I'eeovciible in I'el&tion to donations i-eeeivcd linder Gift Aid oi. deeds of covenant is recognised at the timc of the donation. Legacies are I'ecognised on receipt oi. odierwise if the cliai'ity lias beei) notified of Al) inipeiiding disti'ibiition, tlie ainoui)t is kiiown, ai)d i'eceipt is expected. If the amoui)t is i)ot kiiown, the legacy is treated as a contingent asset. Govei'niJ)ent gixnts ait I'ccognised al Ilie fail. valuc of the assct i-eceived or reeeivable wlien th¢tt is I'easoi)ablc assiii'ance Il)at tlie gi'ant conditions will be i)Ict and Ilie gi'ants will be I'eceived. A grant tliat spe¢ifi¢s performance conditions is I'ecognised in incoine when ilie pci'foi'iiiance eonditions arc tnel. Whei'e a gi'ant docs not spe¢ify pci'foi'mance coi)ditions it is i-ecognised in incoine wh¢n thc pioceeds reeeivcd oi. I'eceivable. A grant received befoi'e the recognition ci'itci'ia ￿'e satisfied is recognised as a liability. Incom¢ froi)) tiading activities is the aillount dei'ived fi￿11] tile provisioli of goodslseivices, and stated aftei. Ii'ade dis¢oui)ts, otliei. sales taxes and net of VAT. Ii)vestsncnt incoine, ineludiiig associated incoiiie tax I'ecoveries, is I'ecogiiised wlicn receivable. 1.6 Rcsources expended Expenditiii'e is recognised once tl)ere is 2 legal oi. coiisti'uctive obligatioii to ti'ansfcr economic benefit to third pai'ty, il is probable tliat a ti'aiisfei. of economic benefits will be I'equii'ed in settlemei)I, and tlie ainouiit of'the obligTaliun cali be measui'ed I'¢liably. Expendilui'e is classified by activity. Tlie cost% of each aetivity al'e iiiade lip of Ilie total of dii'ect costs and SI)￿.ed costs, ii)cliiding suppoit costs involved in und¢rtakiiig each activity. Dii'ect costs attj'ibutable to a siiigle activity are allocated dii'eetly to tliat activity. Sliared costs which ¢onti'tbute to Iiiore tl)an 01)e activity and qupporl costs which al'e iiot attributable to a single activity al'e appoitioned betweeii those activities 011 a basis consisteiit with tlie use of i'esouj'ces. Centi'al staff costs arc allocated on the basis of tiine speiil, and depreciation cliai'ges al'e allocated on the portion of tlie assel's use. 56- ACE UK OLDHAM LIMITED (A C'OIMPANY LIMITED BY GUARANTEEI ) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEI All ENDEI D 31 MARCH 2025 Accounting policies (Continued) Expenditur¢, wliicl) is ¢1121'ged on an accriials basis, is allocated betwtcn: expei)ditui'e incui'red iii genei'ating fui)ds' expenditure iiicutTed di￿￿tIY in i'elation to charitable activities. and expeiiditui'e iiicuri'ed in the govei-nance of the Chai'ity. This exp¢nditui'c includes audit fees, ceilain legal and piofessional fces and 2 proportion of m8nageillent costs ¢onsidei'ed to be iiivolved in 8overnai)ce issiies. A designated fund is establish¢d for expenditure which has bccii ¢ominitted to projects. but Iriiiains unspent at Ihc ycai. end. 1.7 Tangible fixed assets laiigiblc fixed assets ai'c initially Ineasui'ed at cost and subsequently mca5ured at cost oi. valuation, net of'dcpi'c¢iatioii ai)d any iiiipaii'ment losscs. Depreciatioii is recognised so as to wi'ite off tli¢ cost or valiiatioii of assets Icss tlieii. I'esidual values ovei. their usefijl lives on the followiiig bases.. Fi'eehold piopcity Long Icasehold propeity OfFice & d&y care equipniei)t Fixtui'es & fittii)gs Motoi. v¢hi¢l¢s 20/0 on cost over the pei'iod of the Icase 20/0 - 33 /0 on cost 20/0 on cost 25 1 011 cost I"lic gain oi. loss ai'isii)g on the disposal of an asset is detei'iniiied as the diffei'ence between the sale piocceds and the cai'iying val￿e of the asset, aiid is I'ecognised in tlie statement of financial activities. 1.8 Fixed Asset investments Fixcd asset investillents ait initially iiic&gui'ed at ti'aiisa¢tioi) pi'ice exLliidiiig traiisactioi) costs, aiid ai'c siibsequcntly nieaslired al fair valiie at eacl) repoiliiig datc. Cliaiiges in fail. value are i-¢cogiiised in net incomel{cxpenditui'e) foi. the yeai.. Ti'ansaction eosls are exp¢nsed as ineiii'i'ed. 1.9 Stocks Stocks al'e staled at tlie low¢i' of cost and estimated selling pi'ice less eosls to coMpl￿e and sell. Cost coiiipi'ises dii'ect iiiat¢rials and, whei'e lipplicable, diit¢i laboui. costs and those ovei'lieads tliat have been iiicuri'ed in bi'ii)giiig tl)e slooks to tlieii. pi'¢sei)t locatioi) ai)d coiidition. Jiems lield for disti'ibulion at no oi. norniiial consideratioii al'c Iiieasui'ed the lower of I'eplac¢inei)t eost aiid cost. Net I'ealisable value is the cstiinated selling pi'icc less all estiinated costs of completion and costs to be incuri'ed iii i￿al.ke¢l￿O sell jiig and distribution. 57- AGE UK OLDHAM LIMITED (A COMPANY LINIITED B Y GUAIiANTEI E) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THEI YEAR ENDED 31 MAIICH 2025 Aeeounting policies (ContAnued) 1.10 Cash and cash equivalents Casli and casl) equEvalents in¢lude casli in hand, deposits held at call witli banks. oiliei. short-tei'in liquid investmei)ts with OL'igii)al maturities of ilir¢e montlis oi. less, and bank ovei'di'afts. Bank ovei'drafts shown wit])in bori'owings ij) eui'i'ent liabilities. 1.11 Financial insti'llments The cliarity l)as elected 10 2pply tlie provisions of Section I I 'Basi¢ Finaiicial Insti'uments, and Section 12 '0ther Financial Iiistruiiients 15sues' of FRS 102 to all of its financial insli'uinents. Financial insti-liinenls ale recognised in tl)e eharity's balanc¢ slieet when the eharity beconi¢s party to the coi)tractual provisions of Ihc iiisti'ument. Financial assets and lial)ilitics at'e offset, with the net ainouiits preseiil¢d ii) the fii)ancial statemeiils, wlien Ihci'e is 8 legally eiiforceable riglit lo set off the I'eeognised ainoiint% and tliei'e is an iiitenlioii to settle on a net basis or to i'ealise the asset and settle the liability simultaneously. Basic finai)cial asgets Basic fin#i)cial assets, wliich include debtoi% and cash aiid bank ba12nees, are initially Ineasui'ed at tr41nsactioii price iii¢luding ti'aiisaction costs aiid are subsequeiitly cai'i'ied at anioLtised cost usiiig the effective interest Ineiliod uiiless tlie ai'rangeiiienl constilutcs a financing ti'ansaction, wliere tlie 'ansaction is measiii'ed at Ilie PiEsent valiie of tlie futtii'e I'eceipls discounted &1 a iiiai-ket Ixt¢ of inteirst. Financial assets classified as receivable within one yeai. are iiot aiiioitised. Basic financial liabilities Basic financial liabilities, ii)cluding ci'¢ditoi'8 and bank loans al-e initially recognised at Ii'at]saction price iinless the aiTangeillenl constitutes a fin2n¢ing tt'ansaclion, where the debi instsvinenl is inea8ul.ed at the pi'escnl valiie ol Ilic future payinents discounted al a m81.ket rate of intsi'est. Financial liabilit1¢5 ¢lassified as payrlble within 01)e yeai. al'c not ainorlised. Debt instniiiients al'e subsequently cai'ried at amortised cost, using tlie effective inteirst l'ate Inetliod. Ti'ade ci'edilors obligations to pay for goods oi. services that have been acquii'ed in the ordinaiy coui'se of op¢rations fioin suppliers. Atnouiits payable al'e classified as cui'rent li8bilitics if payjnciit is due within oiie yeai. oi. less. If iiol, they are prescnted as noii-cui'rent liabilities. Ti'ade ci'edilois al'e I'ecogiiised initially at ti-ansactioii pi'ice aiid subsequcnily Ineasutrd at ainortised cost iising tlie effectivc intei'est met])od. 1.12 Employee benefits Tlie cost of 8ny unused holiday entitlement is recogni5ed in the period iii whicli the ¢mployee's seivi¢cs are I'eceived. Terininatioii beriefits al'e I'ecognised iminediately as an expeiise whcn Ilie chai'ity is demonsti'ably cominitted to teimiiiate tlie employment of aIi employee or to provide teijnination benefits. 58- ACE UK OLDHAM LIMITII D (A COMPANY LIMITED B Y GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR EINDED 31 MARCH 2025 Aceounting policles {Continued) 1.13 Retirement benefits The charity opei'ates a defined contribuLion pension scheiiie. Corktributions al'e chai'ged to the SOFA as they becom¢ payable in accordance with tile I'ules of the s¢l)eme. These eonti'ibution5 are iiivcsted sepaixtely fi-oiii tliose of the eliaJ'ity- 1.14 Legal 5tatlls of the eharity The ¢l121'ity is a coinpany liinitcd by guarantee and has no share capital. The liability of eacli iiieillb¢i' in thc event of a winding up is liinited to £1. 1.15 Support eosts Supi)oit costs eoinprise seivice costs incuired ¢¢nti'ally iii siippoit of Ille pioject wo14< whicl) aiE apportioned to aclivities in fui'lhcr￿]¢e of the objects of the cliai'ity. Office costs and piopcrty related costs al'e appoi'tioned on the pioportion of flooi. air2 occupled by tlie activity. Indii'ect staff costs al'e allocated in tlie s&nie piopoi'tioii as dii'ectly attributable staff costs. Ti'ai)spoit costs are appoitioned accoi'ding to tlie use of Iranspoi't by tlie I'elevant depai'lment. Donations and legaeies 2025 2024 Donations and gifts 26,521 12,582 59- rn cn bo AC.F. UK OLDHAM LIMITED (A COMPAf4Y LIMITED IIY GUARANTLI E) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR NDED 31 MARCH 2025 Activit1¢8 for generxting funds Uiirestrllcted Resti'icted fllnds fuiids general Total 2025 Total 2024 Sliop iii¢ome Net piofit on disposal of tangible fixed assets Trading subsidiaries incoEne 796,618 796,618 775,425 55,353 32,693 55,353 32,693 29,234 Activities foi- gciiei'ating funds 884,664 884,664 804,659 For tlie year ended 31 March 2024 804,659 804,659 Unyestricted Restriete(I runds funds Total 2025 Totol 2024 Shop expenditiii'e Trading subsidiaries expcnditure 673,535 32,693 673,535 669,928 32,693 29,234 706,228 706,228 699,162 For the year ended 31 March 2024 699,162 699,162 61 ACE UK OLDHAM LIMITED (A COMPANY LIMITEI D B Y C,UARANTlI E) NOTES TO THE FINANCIAL STATEMEI NTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Activities for generating funds (Continued) Subsidiaries income and expense5 George .Street Cliapel Ltd Total 2025 Total 2024 Tui'nover fioin cominissionslsales Bank plus other intcrest 32,693 32,693 29,234 Total income 32,693 32,693 29,234 Total expenditui'e (32,693) (32,693) (29,234) Net income before gift aid Tlie pi'ofils of George Street Cl)apel Limited air gift aided to tlie chai'ity so tliei'e is i)0 liabilily to coiporatioii lax for tliat eiitity. Investments 2U25 2024 Incoiiie froin listed iiiv¢stmeiils Intei'esl receivable 3,038 5,24f) 2,887 13,646 8,278 16,533 62- fn rry fn AGE UK OI.DHAM LIMITED {A COMPANY LIMITF.D B Y GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR E4 NDII D 31 MARCH 2025 Net movement ill funds 2025 2024 The n¢t Inovement in funds is Stated aftei. chai'gÈngl(citdiling)'. Fees pavable for the audit of the Charity's financial statements Deprcciatioii of owncd tangible fixed assets (Profit) oli disposal of tangiblc fixed assets 15,000 72,331 (22,66a) 14,000 51,774 Support costs Governaiiee costs 2025 2024 Audit fecs 15,000 15.000 14,000 15,000 15,000 14,000 Aiialysed belweeii Cli81'ilable aclivitics 15,000 15,000 14,000 Trustecs Noiie of tlie ti'usl¢cs (or any pei'son8 contte¢t¢d willi Ilieiii) received any remune17tion or cxpenses dLlI'iI)g tlic year. 10 AuditoTr s reinuneration The analysis ofauditols I'eniunei'alion is as follows.. Fees payable to tILe eharity's auditoi- and associates: 2025 2024 Audit of tlie charity'.q ai)i)ual accoiints 15,000 14,000 64- AGE UK OLDHAM LIMITLI D (A COIMPANY LIMITED B Y GUARANTEE) NOTII S TO THE FINANCIAL STATEMENTS (CONTINUED) rt OR THE YE4 AR ENDED 31 MARCH 2025 11 Pension Costs Tl)e coinpany opei'ates a Conipany pei)sion scheme. Th¢ assets of the sclienie aiE lield separdtely fiom those of the ¢ompany in an independently administered fund. Oil l Juiic 2019, Age UK Oldliam Limited commenced a service that had pitvioiisly bcen cai'ried out by Miocare (Made Iii Oldliaiii Cai'¢) Gi'oup. To facilitate tliis sei'vice, four employees werc transfei'red fi'om Miocai'e Gi'oup to Age UK Oldham Limited undei. thc Ti'aiisfei. of Und¢itakitEgs (Pi'otection of Einployineiit) R¢gulatioiis (TUPE). Age UK Oldham Limited (the admlssion body) and the sel)eme einploy¢i', Oldham Metropolitan Boi'ougli Council have agiEed that for tliese employees. the adinission body is to be pooled witli tjie scl)eine employei. and will pay th¢ conti'ibutioii l'ate. On teiininatioii of tl)e ¢oi)Iract, all assets aiid liabilities will I'eveit to the sclieme employei. wlio will In&ke good any slioi'tfall. As Agc UK Oldham Liinited has no liability in rc5pefjt of the above pension 5cheine othei. tlian tlie makiiig of Inontlily pension conti'ibutions, it has tliei'¢fore ti'eatcd tl)e pension conti'ibutions pai(1 as if they wei'c due to a dcfined coilti-ibutioil 8¢lieme. Conti'ibutions payable by the company lo this pcnsion fuiid dui'ii)g Ili¢ pei'iod aiJ)ounted to £6,122 (2024.. £7,686). The peiision Cost cl)arge i'¢presents total pension coiiti'ibutions payable totalling £44,754 (2024.. £46, 160). 12 Ei mployees The avci'age moiithly number of employees during Ilic yeai. was.. 2025 Numbei. 2024 F4umber Opei'ational pi'ogi'aiiimes Managycm¢nt and adAiinistration 77 79 Total 85 87 I mploym¢nt costs 2025 2024 Wages and $8181-ies Social secui'ity costs Othei. peilSiOII C051s 1.609,882 123,230 44,754 1,661,414 127,543 46,170 1,777,866 1,835,127 Thei'e ivere iio employees whose aiiniial I'emunei'ation ivas inoi-e tlian £60.000. 65 AGE UK OLDHAM LIMITF,D (A COMPANY LIMITEI D B Y GUARATrITEE) NOTES TO THE FINANCIAL STATEMENTS (COWfINUED) FOR THE YEAR ENDED 31 MARCH 2025 12 Employees (Continued) Remllneration of key management personnel The reiiiuneration of key managcineiit personnel, which eoinprises of, ¢iie cliief exccutive aiid six seiiioi. Inanagei's, is.. 2025 2024 Aggregate compensation 298,371 297,741 13 Taxation The cliai'ity is exempt froiii taxatioii 011 its activities becaiise all its income is applied for cliaritable purpos¢s. 14 Net gainsl(losses) on investments 2025 2024 Revaluation of iiivestineiits 10,118 14,884 66- AGE UK OLDHAM LIMITEI D (A COMPANY LIMITEI D B Y GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 15 Tangible fixed #ssets GROUP Freeliold Loiig Offiee & Fixtui'es & proi)ei'ty le&sehold day care ritlings pix>pei'ty equipment Iwtotor vehielts Total Cost At l Api'il 2024 Additions Dispogals 1,199,503 37.440 418,562 184,104 3,570 101,745 274,641 2.178,555 55,504 96,514 (90,497) {90,497) Ai 31 Mai'ch 2025 1,236,943 418,562 187,674 101,745 239,648 2,184,572 Depreciation and impairment At l April 2024 Depreciation chat¥ed in tlie ycai. Eliininated in i'espect of disposals 143,693 108,860 177,269 88,919 200,733 719,474 23,166 8,371 3,370 3,592 33,832 72,331 (90,497) (90,497) At 31 March 2025 166,859 117,231 180,639 92,511 144,068 701,308 Carrying amount At 31 March 2025 1,070,084 301,331 7,035 9,234 95,580 1,483,264 At 31 Mai'cli 2024 1,055,811 309,702 6,835 12,826 73,908 1,459,082 67~ AGE UK OLDHAM LIMITfi.D (A COMPANY LIMITED B Y GUARANTEf E) NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDEI D 31 MARCH 2025 15 Tangible fixed assets (Continued) COWANY Freeliold Loiig Offiee & Fixtures & piybpei'ty leAsehold day eai rittings pj'opei'ty equipment Motor veliieles Total Cost At l April 2J24 Additions Disposals 1,199,503 37,440 418,562 184,104 3,570 101,745 274,641 2,178,555 55,504 96,514 (90,497) {90,497) At 31 March 2025 1,236,943 418,562 187.674 101,745 239.648 2,184,572 Depreeiation and impaii'ment At l Api'il 2024 Depi'eciation cl)ai'ged iii the yeai- Eliininaled in I'espect of dispY)sals 143,693 108,860 177,269 88,919 200,733 719,474 23,166 8,371 3,370 3,592 33,832 72,331 (90,497) (90,497) At 31 March 2025 166,859 117,231 180,639 92,511 144,068 701,308 Cai'irying amount At 31 Mai'cl) 2025 1,070,084 301,331 7,035 9,234 95,580 1,483,264 At 31 March 2024 1,055,811 309,702 6,835 12,826 73,908 1,459,082 68- ACII UK OLDHAM LIMITEI D (A COMPANY LIMITEI D B Y GUARAIYTEE) NOTES TO THE FINANCIAL STATEMEIYTS (CONTINUED) ri OR THI YEAR ENDED 31 MARCH 2025 16 Fixed asset investments Sliares in UK quoted subsidi#ries investments Total Cost oi. valuation At l April 2024 Valuatioii changes 300,737 10,118 300,739 10,118 At 31 Mai'ch 2025 310,855 310,857 air value At 31 Mai'¢h 2025 310,855 310,857 At 31 March 2024 300,737 300,739 17 Stocks 2025 2024 GIDUP 2025 Company 2024 Group Comwdny Finisli¢d goods and goods foi. I'esale 768 539 18 Debtoi 2025 2024 Gioup 2025 Company 2024 Coinpai)y Group Amounts falling due within one year: Ti'ade debtoi's Ailloiinls due from subsidiaiy undeitakings Pi'epayineiits and acci'ued incoiiie 129,619 255,646 126,919 253,803 114,323 152,482 93,663 114,749 152,482 114,748 282,101 370,394 393,724 462,215 69- AGE UK OLDHAM LIMITED {A COMPANY LIMITEI D BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 19 Cash at bank and in hand 2025 Group 2024 Group 2025 Company 2024 Coinpany SIIoit l¢rm deposits Casli and bank balances 3,035 454,542 52,121 424,950 3,035 342,066 52,121 331,257 457,577 477,071 345,101 383,378 20 Creditors: amounts f211ing due ivithin one yexr 2025 Group 2024 2025 Compaiiy 2024 Coinpany CJIOUP Otliei. taxalion aiid social secui'ity Ti'ade Lirditoi's Oiher ci'ediiors Acci'Lials and deferird iiicomc 38,756 66,740 19,419 68,013 36,616 49,005 18,589 46,060 38,756 66,561 19,4L9 66,573 36,486 48,815 17,939 44,620 192,928 150,270 191,309 147,860 70- AGE UK OLDHAM LIMITED (A COMPANY LIMITII D BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 21 Restricted funds Tl)e I'esti'ictcd funds of the cliai'ity ¢oinpi'ise tl)e unexpeiided balan¢es of doiiations and grants held on ti'ust subject to 5pccifi¢ conditions by donoi's as to how they iiiay be used. At l April 2024 Incoming Resources resoui'ces expeiided Transfei's At 31 March 2025 Day cal'e seivice Lunch clubs Life stoi'y Household Support Fund Falls pi'ogi'ainme Clioosing tlie l'ight carc Deinentia carer assessinents aiid cal'e & suppoil Hoine first PIP I ORCAT I Social Prescribing Hai)dyvan l Eon I Wami homes Steps to hoine l Living well Out ai)d about Older Peoples Mental Healtli Peei- Suppoi't Winter Vacciiiation Pi'ogi'amiiie 248,518 61,282 19,322 6,000 85,904 30,000 (248,51 s) (61,282) (19,322) (33.388) (85,904) (30,000) 37.701 (1,600) 8,713 68,067 50,429 (68,067) (54,282) 18,908 15,055 152,255 (152,255) 61,567 30,228 (61,567) (30,228) (1,200) 2,806 1,606 18,454 (18,454) 3,000 (3,000) 59,415 835,026 (867,467) (1,600) 25,374 71 AGE UK OLDHAM I,IMITED (A COMPANY LIMITFD B Y GUARA wfEE) NOTE4 S TO THE FINANCIAL STATEMEIYTS {CONTJNUE4 D) FOR THE YEAR ENDED 31 MARCH 2025 21 Reslrieted funds (Continued) Previous year: At l April 2023 Incomiiig resources Resoul'ees expended Trallsfci's At 31 March 2024 Day cai'# seivice Lunch club.8 Lif¢ stoi'y Houseliold Suppoi't Fund Falls progi'amnie Clioosiiig die l'ight cal'e Deiiientia caiEI' assessments and cal'e & suppoi't Floine first PII) I ORCAT / Social Presci'ibiiig Handyvan / Eoii I Waim hoines Steps to home l Living well Cost of living I'esponse Out and about 216,251 122,564 18,695 77.500 83,615 30,000 (216.251) {122,564) (18,695) (73,121) (83,615) {30,000) 48,322 {15,000) 37,701 65,627 49,281 (65,627) (30,373) 18,908 181,277 {181,277) 64,036 60.439 40,000 5,000 (64.036) (60,439) (40,000) (2,194) 2,806 48,322 1,014,285 (988,192) {15,000) 59,415 Tlie I'esti'ieted fuiids for particulAI' projects spe¢ified by tlie donoi. as follows: Day eai'e seivice - ￿1]dIng fiom Oldl)am Social Services i'egai'diiig a ¢ontracted sei'vice with OMBC to pi'ovide 130 places pei. week at two day cal'e centres witli ineals, activities aiid personul cal'e foi. older dependent (assessed as having subslaiitial and ci'ilieal iieeds by social woi'kei's) people, also giving I'espite care to Cal'Cl5. Luncli clubs - lunding fiom Oldliain Adult So¢ial Care to pi'ovide a tlii-ee cou13e liome eooked ineal aiid suppoited activities at eiglit lo¢atioiis. Life story - funding from CCG. Reci'uitiiig and ti'aiijing volunteers to pioduce life-5tory books foi. eai'e holme residei)ts, tli¢ inajorily of wl)01)) al'e expei'iencing deinentia. Hoiisehold Supporl Fund _ funding received via Action Togetliei. fiom Oldliam Coiineil wlio distribute it on belialf of Depai'tiiient foi. Work aiid Pensioiis to help tliose people wlio al'e faciiig hardsliip ot- ci'isis and are on a low income. Falls pi'ogramtne fui)ding fioill CCG (Clinical Coiminissioning GL'OUP). Exercise classes specially tailoi'ed to iiiiprove the niobility of oldei. people wl)o have exu)erienced falls or are at risk of falling incllldes ti'anspoit. Refei'rals ￿-¢ exclusively via tl)e Fall Teal?). 72- AGE UK OLDHAM LIMITED (A COMPATr4Y LIMITED RJY GUAIUNTEE) NOTES TO THE FINANCJAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 21 Restricted funds (Continued) Choosing the rigl)t care - delivei's information and support to help old¢i' people and their carci% to find suitablc ¢are options 2nd access services and is funded by OIrfBC. Choosiiig tl)e riglit care provides ii)foi'ination on costs, faoilities, inspection I'cpoits and bed availability, Deinentia cal'e & support - fui)ded by OMBC & the CCG piovides infoniiation and suppoi't on all Aspects of dementia cai'e. It pi'ovides specialist dementia ¢ai'ers assessments using Lo¢al Authoi'ity pi'otocols & framewoi'lcs. Hoiiie F,ii'st Service - offei's discliai'gc support to oldei. adults who al'e relui'ning liomc froin a hospital adinission, p2'eseiilation at A&E, oi. following a spell of in-paticnt intet'inediate cai'e. Tlie setvice also aiins to suppoit older peoplc in the community idcntified to be al I'isk of a hospitalisation. The seivi¢e offers up to S days follow-up suppoit following a discharg¢. PIP I ORCAT I Social Pi'esci'ibing - fuiided by Penninc Care Foundation NHS Trust l Noitlicrn Care Alliance l OMBC. Age UK Oldham staff al'e 811ied to GP Clusters to pi'ovide ciiiotional aiid practical suppoit to oldei. people widi loi)g tei'tn health conditioiis &iniing to reduce noii elective hospital admissioiis 2nd reducc isolation and loneliness wliicli can lead to poor Iiealth and r¢sult iii inei'eased iiiedical appointiiients. Handyvan I Warm Homes l E-on - H&ndyVan 18 part funded by Oldliatn coiincil and is a cliai'geabl scivice. Oui. li&ndyma]) and registei'ed coiitra¢tOls provide low level iiiaintenance to oldei. peoples pIDpei'ty to keep thein safe ai)d indepei)dei)t at Iiome. Wai'in Hoines is a spat collti'acl witli Oldl)ani council we provide peoplelfainilies of all ages with a l'ange of services including beds, beddii)g, eiiiergency heatiiig, fui'nitui'e aiid I'epaii% to the hoinc foi- people living in fuel povei'ty. funds a 4 nionth project, ai)d we delivei. ai'ound 120 home energy assesstncnts in die pi'opEI-ty foi. oldei. people, Pioviding thein with infoi'ination to Iceep wcll aiid wiii)) dui'ing wiiit¢r, fitting ei)eigy saving Ineasures wiihiii the lloiiic aiid signposting people far otlier sei'vices wlieii a n¢¢d lias bccn identified. Steps to Home l Living Well - delivered in pai'lnei'ship will) Taineside, Oldliani and Glossop MIND who al'e tl)e Icad OiEanisation. li taiECts c)Idei' people witli mental I Iiea5tli pi'obleins, including dementia, to siii)poi'l th¢iD to expei'ieii¢e a safc and tiiiiely discliarge followiiig a spell iii hospital. It also aiins to assist tliein botli practically aiid emotionally for & number of weeks to reduce readmissioll. Oiil aiid abolit _ this is a piogi'amnic foi. tlic OLGBT COEnmuiiity to off¢i' peer suppoit aiid redLice isolatioii ai)d loneliness. It has i'eceived funding fi'oin tl)e Toiiy Lloyd Foiindalion. Oldei. Peoples Mental Health Peei. Support- Funding fi'otii 'lOGMIND (Taineside Oldham and G10550P MIND), coinmissioned initially froni TOGMtND as a 6 1)ioiith pi'oject lo lesl need and efficacy, tlie Peei. siippoi't pi'ojecl is a seivice witliin the Living W¢ll inndel, pi'ovidiiig pei'soiialised appi'oaches to Incntal liealth cal'e iii tlie foi'in of a 'step-down" sei'vicc foi. older people. The i)i'oj¢ct is aiiiicd al tliose ov¢i' 65yrs of age who l)gve expei'ience of Mental Health Issues but al'e Cliri'cntly feeliiiu settled and stable and would like to achieve oi. iiiainiain tlieir wellbeing goals to eiil)ai)¢¢ tlieii tncntsl liealth. Wiiitci. Vacciiiatioii l>rogi'ammc Fiindiiig fi'ojn GM ICB to suppot% both flii and covid vaceiiiation awai'clless and iiptake foi. oldei- people in Oldhaiii. 73 AGE IJK OLDHAM LIMITED (A COMPANY LIMITED B Y GUARANTEL) NOTES TO THE FINAIYCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 22 UnrestrRCted funds Tlie unrestricted funds of the charity coniprise tl)¢ unexpended balances of donations and grant5 whi¢h are tiot subject to specific conditions by donois at]d gi'antoi's as to how they Inay be used. At l April 2024 Ineoming Resources resouY¢e5 expended Transfers Gaills and At 31 MAreh losses 2025 Unresli'icted funds 1,674,487 1,676,288 (1,769,882) 56.281 10,118 1,647,292 Previous year: At l April 2023 Incoming resoui'ces Resoui'ces expended Ti'ansfers Gains At 31 Mailh losses 2024 Uni'esti'ioted funds 1.833,784 1,675,465 {1,796,823) (52,823) 14,884 1,674,487 23 Designated funds Ti)e incoine funds of tlie cljai'ity includc the following designated funds which have been set aside out of uni'estrict¢d funds by tlie trLlStees for si)ecifJc pui'poscs.. At l Api'il 2024 Traiisfers At 31 Marcli 2025 Designated lunds 723,652 (54,681) 668.971 Previous yeki.: At l April 2023 Ti'ailsfeis At 31 MAI'ch 2024 Dcsignated fiiftds 655.829 67,823 723,652 The designated fui)ds I'cpi'esent iinr¢sti'icled fliiids designaled by the ti'ust¢es l ) to covei. tlic futiii'c cost of leas¢ coiiimirjiieiits and 2) in support of estimated potential elosiiiE and i'cdundaney eostS. 74- AGE UK OLDHAM LIMITEI D (A COMPANY LIMI"I'LD BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 24 Analysis of net Assets between funds Unrestricted Designated Restricted funds funds fullds 2025 2025 Total Total 2025 21125 2024 Fund balances 8t 31 Mai'ch 2025 al-e i'epresented by.. Tangible assets Investiii¢iits Cuiirnt assetsl(liabilities) 1,483,264 310,855 (146,827) 1,483,264 1,459,082 310,855 300,737 25,374 547,518 697,735 668,971 1,647,292 668,971 25,374 2,341,637 2.457,554 25 Operating lease eommitments Lessee At tlie IEPOlting end date ihe cliai'ity liad outstanding commiimeiits foi. futui'e minimuRI lease payments nder iion-cancellable opei'aliiig leases, wliich fall due as follows.. 2025 2024 Wiiliiii one yeai. Betweeii two &nd five years 44,637 68,234 29,308 121,071 112,871 150,379 26 Related pai'ty ti'ansactions Dui'ing Ihc ytai. the Cliai'ity uscd tlie seivices of Noi'th Aiiiley LLP, a suppli¢i' of legal 5eivi¢e iii which Mi's Z Ashtoii is one of the parlnei's. Plirchases from tlie coiiipany ainoiinted to £954 (2024.. £2,11 O) for tlie yeai. and tlic aniount outstandiiig at the ycai. eiid was £954 (2024.. £nil). For the yedr ci)ded 31 Mai'ch 2025 gift aid of £nil (2024: £nil) was payabl£ by Geoige Sti'eet Chapel Limited, a l OOO/Tr owned subsidiaiy, aiid at tlie year end the Company oi¥ed the Charity £114,323 (2024.. £93,663). 75-