APPENDIX 1 oscr Period start date Monlh Period end date l Month Year 03 2025 Year From 01 2024 To 31 Office of the Scoitlsh Charlty Regulator Reference and administration details Charity nama Othar nam88 charity 18 known by Registered charlty nurnber Charlty's prlnclpal address The Advisory Group TAG SC042972 The Square 70 Renton Street Glasgow Postcode G4 OHT Names of tho charlty trustees on date of approval of Trusteas. Annual Report Trustee nam& Office (if any) Date8 actod If not for whole yoar Name of pé.rkon (or body> entitled to appolnt trustee (If any) Chairperson Secretary Treasurer From 28.01.25 10 11 12 13 14 15 16 17 18 19 20 APPENDIX 1
Reference and admlnlstratlon details Names of all olher charity trustees during Ihe per5od, Sf any, (for oxample, those who resigned part way through the financial period) Dat88 8ctad11 not for whole year Reiired 03.07.24 Retired 25.06.25 structure, governance and management Type of governlng document The Advlsory Group was Incorporaled as a Scottish Charrtable Incorporated Organisation (SCIO) and is governed by a written Constitution approved by OSCR Trustee recrultm8nt and appolntment Trustees were recruiled and appointed as per the constilution
Objectives and activities Charitable purposes The Charitable purposes of The Advisory Group are as follows.. The advancement of education and awareness raising about learning disabilities. through the provision of formal and informal training in educational bodies such as school and further education colleges, as well as in public, private and voluntary sectors. including community groups. The advancement of citizenship including the rights and responsibilities of the citizen. through the development of opportunities for people with learning disabilities to be more active in their communities, involving people in community activity including volunteering. The promotion of equality and diversity including the elimination of discrimination. The relief of those in need by reason of age, ill health, disability, financial hardship or other disadvantage, contributing to the prevention or relief of poverty through information and advocacy. Summary of the maln activities In relatlon to these objects Our 15 TAG groups continue to promote our work across the country. In addition, as part of our service level agreement with Key we facilitated 8 consultation events for the people they support to evaluate the seNice they receive. We have also reviewed thelr complaints process and updated their video on how to make a complaint. We received additional funding from the Wellbeing Fund in Glasgow to provide a programme of accessible taster sessions. We worked with several community-based organisations to provide learning blocks on music, drama, music therapy, cooking and mindfulness. We have been awarded a second grant from the Big Lottery to adapt our very successful Game Changers programme to support young people in transition from school to continue involvement in sport and physical activity. This initiative started in September with the appointment of a Community Sport and Health co-ordinator who has been working with 8 schools in Glasgow to facilitate planning and providing information on I fitness opportunities. She has also established a network of sports clubs I who are providing introductory sessions for and is working closely with mainstream sports organisation to improve accessibility. We have provided facilitation and planning resources to Community Lifestyles in Glasgow to enable people with learning disabilities to identify goals and map out ways to achieve them. Thi5 enables us to link individuals up directly with our network of community resources. We hosted a conference which focussed on issues people were facing regarding access banking services. We have supported disabled people to engage with banks to highlight the problems caused by branch closure and the difficulties involved in using online banking and an inrrpA£inkvlv raf hlp<< <nriptv Wp wprp ¢1 innnrtpd hv a Inr21 MP in
Glasgow who raised the issue in Parliament and a number of high street banks have agreed to work with our members to help address the issues they have raised. Our programme of inclusion activities continues and include Quiz Nights, Football training, Gaming and Pool evenings and thanks to funding from Community Lifestyles we have started a year long programme of music therapy in partnership with Nordoff Robins. In the last financial year, we also began preparations for our second Strictly All Ability Dance event to be held in early 2025. APPENDIX 1
Achievements and performance Summary of the main achievements of the charlty during the financial period ! A major achievement last year with the recognition by the Big Lottery of the successful Game Changer programme in Glasgow was receiving a second grant from their Community Fund for three years to adapt and continue Game Changers Xtra Time with young people in transitions. In addition to benefitting the young people, older disabled athletes who took part the original Game Changers have now become ambassadors as Game Changers Champions to inspire the next generation of disabled athletes to excel in sport. The Game Changers Champions will lead this initiative. A major issue for disabled people over the past few years has been access to banking services. Many disabled people are still dependent on cash transactions and with the closure of many local bank branches and an increasing number of venues only accepting card payments, many people feel their lives are being hampered. To highlight these issues, TAG collated i information across our 15 groups and organised a Banking Conference. All the major banks were invited to attend. Initial engagement from Banks was disappointing, however once a local MP got involved and raised the issues in Parliament most of the high street banks have got in touch and agreed to get j involved. We have also worked with two support providers and an HSCP to get them to pilot a pre-payment bank card with the people they support, thu5 enabling people to use venues and facilities that do not accept cash payments. This has been an exciting piece of work which could have a real impact in promoting social inclusion of disabled people. Resulting from the great success of last year's Strictly All Ability dance competitlon our membership has request we host a second event in Aprll 2025. We have already recruited our dance competitors from across I Scotland and have paired them up with a dance professional, We've also used this as an opportunity to highlight the gifts and talents of disabled people by hosting a number of local events including Dance-a-thons, sports days, football tournaments and musical evenings. Financial review
Brief statement of the charlty's policy on reserves The Advisory Group has no reserves. Detalls of any deflclt The Advisory Group is in surplus this year. Donated facllltles and servlce8 (If any) As part of the service level agreement with Key, in return for consultation on their services and accessibility of their information, Key provides venues and support through a TAG supporter for 2.5 hours per week for j each of the 15 regional groups. i As part of the service level agreement with Community Lifestyles Ltd, in return for consultation on their services and accessibility of their information. Community Lifestyles provides venues and support through a TAG supporter for 10.5 hours per week I KEY also provide IT support and HR service for contracting and payroll elc. APPENDIX 1
Other optional informatlon Declaration The tru8t808 declare that thay have approved the trustees. report above. Slgnod on behalf of the charlly'8 tru8te88 Slgnature(8 Full namo(s) Posltion (e.g. Chair Chairperson Date 03.09.25
the advisory group SC042972 The Advisory Group Year End Accounts 2024/25
oscr Eilter sc f40. b¥loi'J (Xkn Chortty Rewlator The Advlsory Group Receipts and payments accounts SC042972 Penod e.'iil dale For the perlod Irom Oay D4Y to Year oi 2024 31 03 2025 Section A Statement of receipts and payments Unr$tfl¢l¢d Rèslrlcled lunds fund$ Expendable endowment funds Perrnanent end¢)wmont funds Tolal fuiids current perfod Tolal luiid8 last peilod to n•amstÈ n•W•¢ nur•¢t lo n••t£ A1 Recel 18 Donallon$ Legade5 Grants 55,227 19,539 66,227 67,743 Re¢elpls Ifom fuMlral$lnu a¢lfvI Gross trading re¢elpt$ Incon Irom Inve$lmenls olher Ihon land 8nd buildlnog Renly fromlond & buildiThJs Gro$$ raeelpts from other charilat4 acllvi11os 19.539 3,024 874 8,386 9.260 8.030 lo 874 83,161 84,026 79,397 A2 Rgc¢lpt8 from 081•t & Investment 88108 Proceeds from sale of fixed 818ets Pl0d$ from sale of Investmen1$ to Tot•lr8celpts 874 63.161 84.026 79.397 A3 P8yment• E¥peTr$e$ for fundr81Jlro a111 Ad¥8rtlslng & Medl4 Srtlèl AGUvilJe$ 2.142 2,142 Paymenls ielallng dlixty lo charRabl? aclivjties Gran1$ ond doTratk)Tr8 1fv89 27.906 28.994 133.137 Governance costS'. Audill It¥JeFenden¢ exanlmllon Preparallon of 8nThual aCCnIS Legol ¢osl$ Olhef A3 Sub total 1.089 30.047 31.136 133.137 A4 P4ymont8 relltlng to a88Ot and Inve81ment mov8menl$ Pur¢ho$e$ orrixed a$$ets Purch8se of In¥eslment8 A4 Sub total rot•lpiymenl$ 1.089 30.047 31.136 133.137 12151 63.104 52.889 153,7401 AS Transfers to I Ifrom} fund8 SuYplus/(d8flclt) foryear 216 63.104 62,889 63,740
APPENDIX2 The Advisory Group Se¢tlon B Statement of balances SC042972 Exgendablo Porfflane rotsi cutt•nt p10a Cotegtyvl•s DO11¥ hmd• l¥ T1 111 ptrlod to B1 Ca•h fund• 71991 16,7021 80.289 120.029 &J31(daffilI ard meiiil 8CLXII 161 163.7401 ¢•rt41rMto 0)Fy 2f C•h ahd b•Trkb•l&rt¢•• al •nd oly••r 71748 46h02 119.160 66,28# a(rA¢s1) D•lillB L•¢ B2 Investmen¢• Toi•l ¢¥rNTht¥•lLII O•lqlls A••rniit l(nMMJii B3 Oth•ra•••l• • •Jii T• LI¥4 M•M¥i¢ D•t4M• •1 Lay•¥ 8S Conllng•nt IlJbllltl•• Tfrt 110d byon•ort• IN$te pnb•hall of•llth• 11q•s PA¢ty &R•¢W24451SW•ffjertrfbth onthr27
APPENDIX 2 The Advisory Group SC042972 Section C Notes to the Accounts C1 Nature and purpose of funds (may bè slaledon analysls oflunds worksheets) Resblcled fvnd Indude: a grant of £39.573 ffLNn the Big Lottery for our Game Changers Pfogrammg In Glasgow lo woth with young disabled people in transilion lo engage In sport 8nd physlcal activity. £4,358 f¥oJn the Wellbeing lund In Glasgow to run a prog(amme of In¢S1¥e 8¢1ivities lo promote good physical and mental wellbeing, £10,171 was received froffl Comfflunity Lilestyles lo facilitale musk Iherapy for people with le8rning disabilities and a £1,125 grant was received fr(Mn Tesco lo njn oulslde aclwity workshops In Ihe easl end of Glasgow. Income generated ffom Ihe roling activity programme in Gjasgow was £8.386 and Alricuy All Ablllty fundralsing aclivities has ralse £19. 539. Type of actlvlty or project supported Ind6¥ldu411 Numb•rofgr•ni mad C2 Grants Total C3a Trusteo remungratlon 11 no remunerallon was pald duflng Ihtr per1j lo any charity Irusle8 or person nn9¢1 lo a Ifuslee cfoss thls box (otherwlse compieie secllon 3bl Authorlty under whl¢h pald C3b Trustoe remuneratlon - detalls C4a Trustee oxp•ns•¥ 11 no expenses were pald lo gny charlty Iwslee durfnp Ihe pethl Ihen cross Ihls box {olheThA8e complete seclk)n 4b) NMib•r of C4b Trusteo gxp•nses - detalls Tr*nBKIkn •movnl (Él •14n¢• ovlslandlng at Nature of relatlonshl Naturo of tfansactlon CS Transactlons wlth trustees and connected persons C6 Other Informatlon Payments & Reclepts 24-251 Noles Dember 2007
APPENOIX2 The Advlsory Group SC042972 Additional analysis11) Anatysls of r¢c8lpts and paym¢nts 10onallon8 Tol•l¢urnrtl pbrlod fL¥Ldi lurt Tot l•it p•dod lo n•ir•il£ Td•l 2 Grathts fL47d• lthn•M•It£ R•¥trfFt•d luThd od Tol•1 l•il p•rf Loilory IGCXI W¢lkno$8 Ft)J IIFPGWFI Gl•sgowWellbelno Fl IGS MU¢ Therw IMUSTI Tes¢0 Fwd G8rdedThJ IGPJIOI SuPrt In tho rf9N ¢IrKI{REH) T•l•l Jl673 Jl67J 4.359 1Q171 1.126 10.171 1.125 80.1 67,74J 05,227 3 Gross r•Gelpla from oth•r charhblo •cltvStl•¥ lrfcid lu•d• Yoi•l curr• p•rl R•ilrf¢l•dlwth •Thdowm•nl Td•l l•slp•rfod i•N••Mi¢ FundiBl$lrMJ Sodal a¢ti%itE15 StrktyAI thlty 659 213 19.039 213 19,Ug 8.630 Amtsion 2.e02 Ollr 102 102 74 27.924 20,79 11.654 4 Payffl8ntB relatlng dlrecttyio charflablè a¢iivftE•i Expond4bl• •blrfcl•dlwd• thm•nl P•rffl4Th0nl T•thi vjrm p• t•nHr•stE Loltery IGCXI Welkness FtThl IIFPI GIN$oowWelbekno IGWFI Mu¥lc Therapy IMUSTI Tesco Fu1 GardeWA IGAADI SupF¥)rt In tho gl threc¢knlREN) KerTStreelAclhiIs Fundrai$in9 S(191 a¢lltieS Olher 17, 17.638 I3078 1,168 240 24Q (551 1.392 614 311 1142 31.13 807 4142 04 Tot41 133.137 P&ym?rtt$8 RedepI$24.25AdthlTr RaPAn5
AppeNUX 2 SC042972 Additional analysis121 S Breakdovm of unn8trfcted fufids lknres1¢1l l . pnter arne ofiund belo Unr•slricltd rund 2-nler ol lthresirtd lundJ.n nJn% oifund bvlow elpw 8•¢k)14¢11 T1 Totsl od• Iwdsl•stp•rfod R•¢•lpi GrAni8 R•ealpi$ GrosstrathThJ rorsX$ In¢t Iforn lnve5tmen15otherthI0nd W FwM¢fi R•nlsfrrrfn Illnd & bJik Grossr•c¢SFli troMolWt4u4¢Ifj$ Sub lolal 069 213 102 •74 2.998 28 a24 6S• 213 102 874 P5 11(¥n salg olfixed a5sels P¢1 IJL¥nul8 ollnv4slrnon14 Tol•lr•celpth 16 213 102 174 J,024 Eyn$6$f0rlrIbThJ Gr055 trathr¥J PaynTr Invo$bneni menoo¢Thnieosti Gfanljad donaUfyi$ Léglll cost Sub 1•1 1.089 Pl•nI Nlalln9 lo iBiqt •nd InbYAlmI mov•m•nl• Fr[hA$95 fix•d •$ael6 FlJrthBJeof InvestThnis 284 2,268 102 215 Ti•n•l•rn lol Ilroml futyd• Surplus/ldellcllJ foryear 16 215 N4luro and oBe of lunds ¢kn1uL$hd canbo used•sTAGJeBshtlo PJyThnl$8 R•dept535Ath1S01lIblGlI
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Independent Examlner's Report to the Trustees of TAG I report on the accounts of the charity for the year ended 31 March 2025. Respectlve responslbilities of trustees and examiner The charity's tTUStees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 Accounts Regulalions does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matlers have come to my attention. Basis of independent examlner's statement My examination is carried out in accordance wlth Regulatlon 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting records kept by the charity and comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanations from the trustees concerning any such matters. The procedures undertaken do nol provide all the evidence Ihat would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts. Independent examlner's statement In the course of my examination, no matter has come to my attention which gives me reasonable cause to believe Ihat in any material respect the requirements: to keep accounting records in accordance with Section 44{1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations to prepare accounts which accord with the accounting records and Comply with Regulats'on 9 of the 2006 Accounts Regulation8 have not been met, or 2. to which, in my opinion. attention should be drawn In order to enable a proper understanding of the accounts to be reached. Relevaiit Professioiial qualilicatioiilprofessioiial body. Ii)stitute of Chartered Accountants of Scotland Address'.73 Old Manse Road, Netherton, Wshaw ML2,OEW Date: 15.08.25