APPENDIX 1 oscr,j-° Period start date Day-.-. i Month Year 01 2025 Period end dale Month ! Year 03 31 Office of the Scollish Charity Regulator Reference and administration details Charity name other names charlty Is known by Registered charity number Charity's princÉpal addre58 l The Advisory Group SC042972 The Square 70 Renton Street Glasgow Postcode G4 OHT Names of the charity trustees on date of approval of Tru8tees' Annual Report ,'Name of person {or body)-entitled to .¥¢3. appoint trustee {If any):. .:,] °"TrMstoe naD).e';,... . Dates'acted if . .. Do't.foj..who'le.yeaT William (Leam) MacKeown Kirsten Knox Chairpeison Secretary Treasurer Natalia McGregor Jill Clark stewart Mochrie 6 1 Paul Cannop 10 11 12 14 15 16 17 18 19 20 APPENDIX 1
Reference and administration details Names of all other charity trustees during the period, if any, (for example, those who SIgned part way through the financlal period) ¥. Dates'acted lf.not for Whole year, ¥ , structure, governance and management Type of governlng document The Advisory Group was incorporated as a Scottish Charitable Incorporaled Organisalion ISCIOI and is governed by a written constitution approved by OSCR Trustee recrultment and appolntmpnt Trustees were iecruited and appointèd as per Ihe con5tiiution
Objective5 and activities Charitable purposes The Charitablè purposes ol The Advisory Group are as follows. The advancement of education and awareness raising about learnlng disabillties, through the provision of formal and informal training in educational bodies such as school and further education colleges, as well as in public, privète 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 communitv activity including voluiiteering. 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 I prevention or relief of poverty through information atbd I advocacy. Summary of the maln actlvltle5 In relatlon to these objects Our 12 TAG groups continue to promote our work across the country. TAG has a Service Level A8reement with Key. Over the past year we have continued to provide facilitation for engagement with the disabled people they support. Following on from the success of our Game Changers programme, Game Changers Xtra-Time, funded by a second grant from the Big Lottery has I been working with young people in transition to adult service5 to | explore the resources available to them in Glasgow with a focus on physical and mental wellbeing. We have co-ordinated a programme of planning and activities to enable the young people to create a pathway by forging new link with community resources, to map out their next steps after they leave school. We continue to run a rolling programme of accessible activities for disabled people in Glasgow, working with community-based resources. This has included drama, muslc, Sports and arts. We embarked on a campaign to improve access to banking across Scotland. We have engaged wlth banks and the banklng authorities to i explain the i55ue5 arising for disabled people in an increasingly digital world and the barriers this is crealing. In April last year we hosted our second Strictly All Abilily dance competition. Based on the hit TV show, Strictly Come Danclng, 10 dance disabled dancer paired up with a professioT)al dance partner to perform at a gala performance in Glasgow. We were commissioned by Key to review their day services in Glasgow. This included facilitating consultation with the people who use the
service and their family carers. We have worked with Glasgow university to develop a disability awarene5S training programme. This involved defining the key messages and creating content. This will be promoted in secondary schools across Scotland in the next academic year. We worked with Stirling University and the Care Inspectorate to provide consultation on the accessibility of complaints procedures. APPENDIX 1 Achievements and performance Summary of the maln achlevements of the charlty durlng the flnanclal pèylod An important Bchievement last year wa5 our Banking campaign. This was an l issue that had been raised by our member from across the country. Post Covid the reliance on digltal b3nkin8 and the closure of local bank branche5 was having a disproportionate impact on disabled people. People told TAG of the issues they faced when trying to acces5 thelr own money. TAG knew it had to support people to raise this message with the banking authorities. Getting the banks to engage was the first hurdle, but by enlisting the help of Glasgow MP Matin Rhodes who raised the issue in the House of Common and contacted the maln high street banks to ask why they were not engaging with our campaign, drastically improved the communication with the banking authorities. TAG established a Banking tampaign steering committee who have met with the majority of banks and the banking regulator and have been working closely with the with Cash Access UK and the FCA. Our members have visited a number of the new banking Hubs to review access and have provided reports and feedback on the services they experienced. TAG plan to hold a Banking conference in the coming year. Over 200 disabled young people have got involved in our Game Changers Xtra-time programme. We have been working directly with individuals to develop a personal Aim to Goal plan and through co-ordlnating taster sessions with community-based organisations helped ihem to explore the options and resources available to them a5 they move into adult services. A full programme of activities has run throughout the year including sports, digltal technologyi arts, dance and a host of recreational and vocational opportunities. Feedback from participants and their families has been consistently positive. | We were delighted with the outcomes from out second Strictly All Ability Dance event. Around 500 people attended the inclusive gala performance in the Hilton Hotel in GlasEow. The 10 disabled dancers and their professional pailners put on a spectacular show showcasir>8 their hard work. The event highlighted the gifts and talents of disabled people and challenged some of the stereotypes disabled regularly face. Our work with Glasgow University in producing a disability awareness training pack for secondary schools will hopefully have an Impact in the understanding of the gifts and talents of disabled people and how, with the right support, disabled people can achieve the same goals and realise the same dreams as all members of society.
Financial review Brlèf statement of the charity's policy on Yeservès The Advisory Group has no reserves. Details of any deflclt This year's deficit of £24,720 fc)Ilows on from last year's surplus of £52k. This is due lo the liming of grant payments and fundraising income and the payment of associated invoices crossing over the financial year end 24125 and Gurrenl Iinancial year 25126. SlriGlly All Abilities.. Income received in 24124 - £19.538 Income received in 25126 - £9,503 As the event was held in April 2025 the main expenditure of £28,191 is recorded in the current reporling period. Big Lollery Grant {£40, 679} is paid annually in Seplember. A grant from Community Lifestyles of £1 Ok was received at the end of the financial year 24125 and the associated invoice for the project was paid during the financial year 25126. Donated facllltlo5 and 5ervlces lif any} As part of the seNice level agreement with Key, in return for ¢onsullation on their services and accessibility of their information, Key provides venues and support through a TAG supporler lor 2.5 hours per week for each of the 15 regional groups. KEY also provide IT support and HR servioe for conlraclino and payroll etc.
APPENDIX 1 Other optional information Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charlty's trustees Slgnaturels) Full naMe(s) William MacKeown Position {e.g. Chairl Chairperson Date 01.07.26
tAG the advisory group SC042972 The Advisory Group Year End Accounts 2025/26
osc The Advisory Group SC042972 Receipts and payments accounts Fortho peilod fwot oi 04 2025 3L 03 2026 Sectlon A Statement of recelpts and payments Llnreslrlctod funds Reslrlcled Exp4ndablo gNdowment Pc¥fftaiionl ndowmgnl funds Tol•l funds ¢urront porftsd Totsi fund$ l•$t peiiod ID nBireil£ pirèBt£ Al Rocel Is Donalions 3,361 3,261 legae$ Gcants 49,002 49.082 23,104 55,226 19,039 ep1S frorn fundralsing activiti6$ Gross trading receipts Incom8 from irbve8lmen15 oihar ihan 1,156 21.94$ Renlsfforn lalld & buildiTrgs Gross rttoipi$ from ¢lher¢haiiiabl 2,125 2,125 9.260 tots 6.642 .D30 77.672 64.025 A2 Rgcglpt¥ from as891 & Inve$imèThl ts&lÈ¥ Pr¢xeeds from sa18 01 fixed asspLs PriK¢¥S9 from $8le of inveslmernlg SL tot8 Tofalrecelpts ¢,842 71.030 77.672 84.125 A3 Paymgnts E%ptrnso$ lorfundfOi91ng a¢lIvleS Adverting & Media SOCI Activ(eS 2.142 Paym&nls r8LNling dire¢iiyto 1,851 IOD.541 102,392 28.994 Cranls 8nd donabon5 Govero8Q¢8 COSt$'. Audit lindspendenitxsminolion PreparAlion ofonnuol accuun15 Le981$1$ Olh61 A3 Sub total 1,851 100,541 102.392 31.136 A4 Payments Nl8llng to 888et and Inve8linenlfflo¥erngnts Pur¢has&s of fi%$0 ¥¥sels PwchB8e ol inv8simnis A4 Sub tot81 rotslpèyments 1,851 fOO,S41 102.392 31.136 4.791 124.7201 52,889 A6 Tr8n6fers to I Ifroml fund5 Surplus/(doflcl¥ forye8r 4,791 29,641 24.720 52,889
hPPENDL%2 The Arlvlso Group Section B Statement of balancès SC042972 Unlp9trt¢ied dowfflent lund¥ 701?Icurrent perfod l0lÈlla$l perfod CalegoTies Dgialls ltsn•aft£ B1 Ca8hfund$ C&sheAd b£l8rKesalslartofyeg1 92,980 $6,437 128,417 Surplusllderidt}ShoTron rÈtÈipisènd poym&Dl8accounl 4,7$1 4,72ts1 52.869 Co8{10t0 QIB fr¥FY2ff24 Cth5h an6 bank balanu5 atvnd of yfjar 97.771 5,926 101697 fuThdtowhlchRsf#tbthg5 tOntharSt£ D&14111$ v•Mbk) B3 Other a¥sots O£tsll$ Itst£ Amoun1 tsBlyoir B5 Conllngent Ilablllllo8 Totli gn¢d by 5tgn•tur¢ PrlntNa4nè pproval QJ ILLilli I{eOLKJ P //41/i2 Péyrmnls& RerJeF4325.261Sl&erwnt¢ib#*n¢•È
APPENJIX 2 The Advlsory Group SC042972 Section C Notes to the Accounts Cq Naturè and purposa of fund$ (mayba slat8don 8nalysis of lurnys wvrksheels) Reslri¢ied lunds Ine.. a giant of£42,179 frorn Ihe Big Loiiery foi our Game Changers Programme In GlasgowtD work wlh young disabled peop in transition lo engage $port and physical activity. £8,528 from the WellbeTng lund Glasgow lo tun a programtne of inclusive a¢livilies lo promote good physical and mental wellbeing. £16,214 was generale through ti¢ket sak$ lo host the Slri¢llyAII Ablllly inclusive dan evenl in April and £320 was received froTn the Tesco Comtnutmly Grant lo provldt sporilng opportunilies for disoble(f peopl&. Unreslricled funds include 3 donalion of £3,361 whicli was received fiom11)e Enable Annan branch 8fier Its dlssolulion 85 9 charily £3.281 was gcntralcd by getteral fundraising and olher ch8t4lable Typè of actlvlty or project 8UPPOrted Nufflburolgrant C2 Grants TotAI C3a Tru$tse remuneratlo 11 no fftmufieralion was p& during Ihe period lo anycharity Iruslee or PEf5on ¢onne¢led lo a truslee cross IhI8 box lotheThwse comp1ele spcliw 3hl Authority undBr whlGh pald 3b Trustee remuneratlon- d8tall8 C4a Trugtee expenses 11 no expen$8s were pald lo any charity Iruslee durin9 ffte pBriDtl Ihen tro$s thi5 box lotheTwise cornplele secllon 4bl Ilufflbpror ¢4b Trustee expans88 - detall$ Ir*rtS4¢llcsll atsire of reSatlonshl Natuts ol transactloii CS Transactlons wllh trustoès and connècted persons C6 Other Informatlon Paymenls& Redepts 25-261 Nole5 December2007
APPENDIX2 The Advlsory Group SC042972 Additional analysis111 Analysls ofrÈcelpts payments 1 Donal10S P•rfft•nent r4md¥ N•SlrtCd1wdS •ndowmiiil TOt41 curr4nl P10 d$ tonwn4t£ Fund$fromAfjTrF 3,a61 2 Grants Unr¢itrtctsd fundg ¢np4wI¢ LoltylGGX) Gl&%uowW4111j Fuhd(GWFI Wdlng5$ FundllFP•GWFI hlusl¢ Ttterapy{MUSTJ T¢sco GardenlDu IGARDI Jpportkn Ihe glreth (BEN} 42.17 8,528 2,17• J973 Jis 49,082 49.OB2 55.226 3 Gross Yeealpts from olhercharKableactl¥ltfjtss PerfflThir ¢ndownKnl rund e•11kd{Ulld Y4714l¢uir•rrt p•rlDd T¢llllitstp&tha rf1£ Cha1?$ 2,1Z6 16,21 Amau KerrStreelAtINKiets &734 5,734 102 Tot1 3,281 21.84 25,239 d paymtrTht8 rélaiing dlfo¢ityto¢haiiiablo •¢tl¥llle$ Exg•ndabli BndDwfflenl lund• PErTh4nent R•slrf¢t•dlundi To¢il curm pthod lonMtqSt£ 1o¢LqiPASit LoiierylGCXI WellnessFuAd IIFPI Gla$gwVlfjiftsoMg Fund (tsWFI Mu$kThe¢apyiMUSn Tesw Fund IGARDI SiriCIty4UI AUPAIY SuFwllDlh8 9klrDn{RENI KeirSlieelA¢iMliè 19Nand TAG Ch1&L4ea¢tilIes 43,271 41,277 300 3.200 3.20 10,00 1.610 20,182 240 11,682 13.772 12.772 148 0.653 1.106 5ye 284 59B 1,851 iQO.541 10139 31,136 p4ynWi$$Red$2s18Addl1R1PArY1 c•rrknr2007
APPEP12 SC042972 Additional arialysi3121 BroakdDwn DI unr0s1ricd fund5 Hlqhl¥ndTAQ F4rfkV4hyfAG tWlonilTA D8OTAQ Tol41 lrfclad Total vnr•strtcted AytshlrtYAts Danallon Lg9a¢406 1361 Re¢¢ipi$fvtyn IiMlOin G5traditrEc41pl$ ArtI¥il$ 1,158 e74 Relllslt(4n 11nd81101[5 GK>55 receiptsfirjm rharilgblp4¢4yilie¥ 4120 4211 e42 874 Rec•lplsfromassit S In¥Iot¥alO5 PreedS tiom $gl¢¢ifiy¢da5sats Total¢•1p1S 13$1 J.z81 8,442 874 Pa ments Gi¢ssli&Yln9paymÈThts Payms¢141 dir¢tJtywetrrjl&bldAdhVIl GianisÈrtJdMalkns PrepNJjndaMual8cwts Loga1 c¢>L15 Sub lotèl 146 1.711J paymèrtlÉrèl&t5wJtoa$$ètand1n1tri Pur(asesvffevS$¢1¥ Sub lolEI Tolalpajrymnls 148 3,361 Twansfèrs tolVromTrfUrfS $urplwl(d•fftW ¢ory 4361 Nat100nd ose ofiuTrths lthffl•lkn3hol#c4nèpu9¢#a5TAe $F¢$frttOCalryWl th9m%)sEIY1hIanlSI1On. Ihèy8gi, batrsh8ldln ragti)nalbankacc¢xiMsw?ie folltys. CÈlral IF6111-E2981 41 D&G- E5496B." mghId-E11.lJ9.79, Ayiphii?-£849.45
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APPENDIX 3 S(01115h Charity Regulalor IndeLendent examiner's report on the accounts he Advisory Group V2 Report to the trusteeslmembers of Registered charlly number On the aecounts of the charlty for the period SC042972 Period starl dale Period end dale 01 Q025 31 03 026 Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts in accordance wilh the terms of the Charities and Truslee Inveslfflenl IScolland} 2005 Act and the Charilies Accounts (Scollandl Regulations 2006 (as amended). The charity trustees I consider that the audit requirement of Regulation 10{11 {dl of the Accounts Regulations does not apply. It is my responsibility lo examine the accounts as required under section 1 44111 Icl of the Act and to slate whether particular matters have come lo my allenlion. Basls of Independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts examlner's statement ": Regulations. An examination include5 a review of Ihe accounting records kept by the charily and a compaiison of Ihe acwunls presented with those records. 11 also includes I consideration of any unusual items or dis¢105ures in the accounts and seeks explanations from the Iruslees concerning any such mallers. The procedures undertaken | do not provide 211 the evidence that would be required in an au¢Jil and, consequèntly, I do I not express an audit opinion on the view given by the accounts. Indepgndent examiner's statement i In the course of my examination. no matter has come lo my attention which gives me reasonable cause to believe that in any material respect the requirements-. lo keep accounting records in accordance with section 4411} (al of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and lo prepare accounts which accord with the accounting rerdS and Comply with Regulation 9 of the 2006 Accounts Regulations have not be8n mel. or lo which, in my opinion, allenlion should be drawn in order lo enable a proper understanding of the accounts to be reached. Signed": Date: 22.06.26 Name: Relovant professlonal quallflcatlon(sl or body .' Retired Head of Winance {If any): David HuAter Addres5: 3F Killermont View Glasgow G20 OT