Finance Score: -3
Governance Score: 8
Support Score: 13
  • Good reserves management: +3
  • Large legacies income: +1
  • Multiple Deficits: -2
  • Fundraising costs high: -5
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +13
Overall GiG Score: 18 ?

AGE UK

Age UK aims to create a world where older people can live their lives free from poverty, isolation and neglect. It raises awareness of issues affecting older people in the UK and overseas, researches and campaigns for changes in policy and practice, and offers practical support to disadvantaged older people. It is funded by individuals, companies and trusts.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • Reserves management has been consistently within official guidelines
  • This charity has received considerable income from legacies in recent years
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£123,225£130,516£-7,291£57,536£65,646£56,1465.21,2229,274
31/03/22£125,972£115,293£10,679£17,642£79,988£64,6566.71,1648,143
31/03/21£127,055£125,143£1,912£14,256£60,105£42,17541,2587,500
31/03/20£130,953£136,353£-5,400£15,925£51,583£35,4473.11,5197,000
31/03/19£127,790£129,058£-1,268£15,797£57,443£43,9844.11,4687,000
31/03/18£147,404£148,950£-1,546£7,688£52,085£39,2783.21,5030
31/03/17£149,697£149,757£-60£5,881£49,589£43,7303.51,5480
31/03/16£168,071£162,436£5,635£5,791£41,973£38,0502.81,8540
31/03/15£174,575£169,308£5,267£85,226£29,719£24,9101.81,8460
31/03/14£166,629£159,656£6,973£81,327£27,645£22,2981.71,9340
31/03/13£158,900£159,912£-1,012£81,688£19,144£11,7900.91,9730
31/03/12*£167,655£165,806£1,849£84,415£13,363£7,9170.61,9310
31/03/11*£156,383£158,087£-1,704£79,991£20,051£15,1841.21,9450
31/03/10£160,665£159,896£769£83,653£12,607£8,9750.72,2210

Financial Ratios
Fundraising Costs/Relevant Income: 76.3%
Fundraising Costs/Total Spending: 44.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 29%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.5
Asset Split ?
Balance Sheet History
Established: 16 years

www.ageuk.org.uk

contact@ageuk.org.uk

08001698080

Charity Commission for England and WalesCompanies HouseFacebookInstagramXYouTube
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
  • Overseas Aid/Famine Relief
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Bangladesh, Burma, Colombia, Ethiopia, Haiti, India, Jordan, Kenya, Kyrgyzstan, Lebanon, Mozambique, Nepal, Pakistan, South Africa, South Korea, South Sudan, Sri Lanka, Tanzania, Thailand, Throughout England And Wales, Uganda, Ukraine, Vietnam, Yemen, Zimbabwe,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Sport England£5,799,900
National Emergencies Trust£1,491,433
Garfield Weston Foundation£725,000
Comic Relief£650,000
Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to Age UK
£50,000 06/12/2023
IT equipment for Digital Champion programme supporting older people across England and Wales at risk of digital exclusion
Seafarers UK - Grant to Age UK
£27,000 10/11/2023
Funding for continued support of the Age UK Telephone Friendship Service for retired Seafarers, formerly known as the Silver Line service.
Ministry of Defence - Covenant Fund
£32,749 10/02/2023
"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties ....more
Department of Health - Age UK
£50,000 31/01/2023
Through the HW Alliance, policy teams can work collaboratively with the voluntary, community and social enterprise (VCSE) organisations, accessing the sectors expertise and connecting policy leads with hard-to-reach communities. The Alliance ....more
Seafarers UK - Grant to Age UK
£27,000 01/06/2022
Grant funding to continue to provide and sustain Seafarers Group Telephone Friendship calls which reduce loneliness and isolation for older Seafarers.
Department for Transport - Lonliness Fund
£546,674 01/04/2022
Pilot projects funded to explore how future transport schemes can contribute to reducing loneliness in communities.
Quartet Community Foundation - Bristol Support Hub for Older People
£20,295 29/03/2022
11
Development work to explore the role of the Older People’s Support Hub beyond the crisis to become a space for collaboration, building resilience and influence for the Older People's VCS.
Quartet Community Foundation - Grant to Age UK Bristol
£2,998 19/11/2021
5
Towards partially funding an Advice Worker to provide specialist advice to people newly diagnosed with dementia, including applying for benefits, home adaptations and signposting for wellbeing support.
Masonic Trust - MCF Large Grant
£290,000 07/09/2021
A Strategic Partnership grant to deliver the Later Life Goals programme through local branches across England and Wales.
Sport England - COVID-19 Tackling Inequalities Fund
£249,900 10/05/2021
12
Funding under Sport England's COVID-19 Tackling Inequalities Fund funding programme for a Revenue project titled COVID-19 Tackling Inequalities Fund. This project is a Multi Sports project, with a focus on younger beneficiaries.
Quartet Community Foundation - Support for Older Carers
£3,000 23/03/2021
3
Toward a service for older carers, helping them understand what they are entitled to, and what kind of support is available through Age UK and the Support Hub.
Quartet Community Foundation - Walk More Bristol
£18,798 19/01/2021
24
Toward work with local communities/partners to significantly increase the levels of physical activity and well-being of people aged 55+ in Bristol by inspiring and enabling people to walk more.
Wolfson Foundation - Grant to Age UK
£230,000 09/12/2020
WF Covid-19 Support Fund
Department of Health - Age UK
£35,000 28/08/2020
Grant funding to members of the Health and Wellbeing Alliance for priority project work in support of DHSC, NHS England and Improvement and PHE strategic priorities.
Department of Health - Age UK
£40,000 28/08/2020
Grant funding to members of the Health and Wellbeing Alliance for priority project work in support of DHSC, NHS England and Improvement and PHE strategic priorities.
DCMS - Coronavirus Community Support Fund
£212,500 28/08/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
National Emergencies Trust - NET Restricted Funding for Covid-19 older people's helplines
£1,491,433 25/08/2020
Funding Increased helpline capacity and support for England, Scotland and Wales. Northern Ireland is receiving investment into wider support services. Other consortia partners include: The Silver Line, Age Cymru, Age Northern Ireland, Age Scotland
Ministry of Justice - HMPPS Innovation Awards
£93,589 01/08/2020
To explore how the involvement of the voluntary sector can support new diverse innovation to address health inequalities and improve wellbeing among those under the care and supervision of the criminal justice system.
Sport England - Long Term Condition Campaign Phase 3
£5,150,000 27/05/2020
27
Funding under Sport England's Tackling Inactivity - Health funding programme for a Revenue project titled Long Term Condition Campaign Phase 3. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
Comic Relief - Emergency Response to Covid-19
£650,000 26/05/2020
12
COVID19 - Funding will go towards Age UKs emergency response to the Covid-19 pandemic in the UK. Age UK are the UK's largest and most widespread charity provider for older people, and a critical service to the most vulnerable during this national ....more
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£50,000 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£18,554 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Garfield Weston Foundation - Major Grants award - COVID19 response
£500,000 01/05/2020
Coronavirus Emergency Response
Department of Health - Age UK
£60,000 28/04/2020
See HWA summary:Working with the VCSE sector - encourange two way flow of information and inteliigence betweeen the Sector and the System.
Masonic Trust - MCF COVID-19 Large Grant
£250,000 22/04/2020
Providing emergency support to older people during the Covid 19 pandemic.
Quartet Community Foundation - Grant to Age UK Bristol
£12,000 07/04/2020
A Helpline and Support Hub of organisations working closely together to meet the practical, social and emotional needs of older people during the coronavirus pandemic
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£225,000 27/03/2020
36
The Disconnected Mind, Phase 4
Sport England - Age UK and Walking Football
£400,000 28/02/2020
25
Funding under Sport England's Tackling Inactivity funding programme for a Revenue project titled Age UK and Walking Football. This project is a Association Football project, with a focus on older beneficiaries.
Mercer's Charitable Foundation - Grant to Age UK
£99,736 30/01/2020
16
To expand the organisation's No Place Like Home pilot programme, in order to provide specialist support on housing to older people in London.
Masonic Trust - MCF Small Grant
£7,500 02/12/2019
Unrestricted core funding for small charities
Sport England - Long Term Condition Campaign Phase 3
£5,000,000 15/07/2019
27
Funding under Sport England's Tackling Inactivity - Health funding programme for a Revenue project titled Long Term Condition Campaign Phase 3. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
Sport England - Richmond Group Physical Activity capacity building
£80,000 03/05/2019
36
Funding under Sport England's Tackling Inactivity - Health Conditions funding programme for a Revenue project titled Richmond Group Physical Activity capacity building. This project is a Multi-Skill Coaching project, with a focus on older ....more
Sport England - Long Term Condition Campaign Phase 1 and 2
£1,940,923 08/04/2019
11
Funding under Sport England's Tackling Inactivity funding programme for a Revenue project titled Long Term Condition Campaign Phase 1 and 2. This project is a Exercise & Fitness project, with a focus on beneficiaries with a disability.
Department of Health - Health and Wellbeing Alliance-Age UK
£20,000 01/04/2019
The Health & Wellbeing Alliance consists of 21 organisations from the Voluntary Community and Social Enterprise (VCSE) sector. These organisations engage in intensive co-production with system partners on emerging policy priorities, as well as ....more
DCMS - Digital Leadership Fund - Age UK
£109,400 01/01/2019
Plan to expand upon their already successful 'Be Digital' programme which is comprised of a series of webinars, workshops, strategy days and resource sharing on their 'Be Digital' Hub. The money will be used to make better use of face-to-face ....more
Wolfson Foundation - Grant to Age UK
£39,984 14/06/2018
IT equipment for internet skills project in North West England, Herefordshire, Worcester and Gloucestershire
Sport England - RG Physical Activity Project
£140,000 14/06/2018
44
Funding under Sport England's Tackling Inactivity funding programme for a Revenue project titled RG Physical Activity Project. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
Sport England - RG Physical Activity Project
£96,041 23/05/2018
13
Funding under Sport England's Tackling Inactivity funding programme for a Revenue project titled RG Physical Activity Project. This project is a Sport participation and capacity building project, with a focus on beneficiaries with a disability.
London Borough of Southwark - Grant to Age UK
£212,003 01/04/2018
Local Community Offer grant from the Childrens & Adults Services department
Department of Health - Health and Wellbeing Alliance-Age UK
£20,000 01/04/2018
The Health & Wellbeing Alliance consists of 21 organisations from the Voluntary Community and Social Enterprise (VCSE) sector. These organisations engage in intensive co-production with system partners on emerging policy priorities, as well as ....more
Masonic Trust - Significant Partnership
£1,000,000 21/02/2018
Tackling Loneliness, Disadvantage and Financial Hardship for 10,000 Older People
London Borough of Southwark - Grant to Age UK
£212,003 01/04/2017
Local Community Offer grant from the Childrens & Adults Services department
Department of Health - AGE UK- Health and Wellbeing Alliance
£20,000 01/04/2017
Health and Wellbeing Alliance
Guy's and St Thomas' Charity - COPSINS Development
£20,000 07/11/2016
Facilitation, co-development & engagement work for Consortium the of Older People’s Services in Southwark (COPSINS)
Guy's and St Thomas' Charity - Food Train
£18,500 22/07/2016
To develop a sustainable Southwark version of the Food Train initiative
National Lottery Community Fund - Age UK Integrated Care Programme
£750,000 09/11/2015
12
The funding will be used to expand Age UK’s integrated care model supporting older people with long-term conditions and at risk of hospital admissions. This brings together voluntary sector, health and social care groups to provide a support ....more
National Lottery Community Fund - One Digital
£437,764 20/09/2015
15
Age UK receives £326,136 for a project using digital champions to support at least 2,000 older people in Oxfordshire, Leicestershire and Rutland to develop their digital skills. Local Age UKs will work with local organisations and businesses ....more
National Lottery Community Fund - One Digital
£20,866 23/06/2015
7
One Digital
Sport England - Richmond Group Physical Activity capacity building
£100,000 07/04/2015
12
Funding under Sport England's Get Healthy, Get Active funding programme for a Revenue project titled 'Richmond Group Physical Activity capacity building'. This project is a Multi-Skill Coachingproject, with a focus on older beneficiaries.
Lloyds Bank Foundation - Grant to Age UK
£179,941 22/12/2014
HomeShare partner programme
National Lottery Community Fund - Reducing Poverty in Central Asia
£497,535 22/12/2014
36
Not Available
Nesta - AC00423
£320,000 13/10/2014
Centre for Social Action Innovation Fund programme grant to Age UK Grant Ref AC00423
National Lottery Community Fund - Empowering Older People to Improve Lives
£481,241 19/03/2014
36
The project aims to sustainably reduce poverty amongst 45,375 older people (OP) within the rural Shikarpur and Jacobabad districts of Sindh province, Pakistan. Recent and severe flooding has resulted in the destruction and loss of farmland and ....more
National Lottery Community Fund - Rethink Good Health.
£50,000 06/01/2014
6
No press release available in this release
Sport England - Inspire and Include
£731,112 27/03/2013
Funding under Sport England's Inclusive Sport funding programme for a Revenue project titled 'Inspire and Include'. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
Nesta - AC00299
£68,579 22/03/2013
Innovation in Giving programme grant to Age UK Grant Ref AC00299
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split

Age Range of Trustees: 45-70
  • ANDREW MICHAEL MORLEY DIXON Appointed: 2017, Occupation: Finance Director
  • ANN VERONICA KEELING Appointed: 2022, Occupation: Chair Person
  • DAWN MCNALLY Appointed: 2021, Occupation: Charity Chief Executive
  • DR CAROL WINIFRED COLE Appointed: 2020, Occupation: Psychologist
  • HELEN RICE Appointed: 2024, Occupation: Chief Executive
  • JACKIE FREEMAN Appointed: 2021, Occupation: Finance Director
  • JULIA SCOTT Appointed: 2020, Occupation: Chief Executive
  • LYNDA THOMAS Appointed: 2023, Occupation: Nhs Chair
  • MARTIN CLIFFORD JONES Appointed: 2020, Occupation: Chief Executive
  • NICK ERNEST BURSTIN Appointed: 2022, Occupation: Trustee
  • PREETI SADARANGANI Appointed: 2022, Occupation: Vodafone Group Services - Group Internal Audit
  • ROY SHUBHABRATA Appointed: 2020, Occupation: Company Director
  • SHARON JANE ALLEN Appointed: 2017, Occupation: Director
  • TOBY EMIL STRAUSS (Chair) Appointed: 2022, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 25/02/2009, number: 1128267
  • Registered at Companies House on 20/02/2009, number: 06825798
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
14 returns made; AR12: 2 days late, AR11: 0 days late,
Main office

Age UK
7th Floor
One America Square
17 Crosswall
LONDON
EC3N 2LB

Objectives

1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE2 ADVANCING EDUCATION3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4 PROMOTING EQUALITY AND DIVERSITY5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES FROM TIME TO TIME DECIDE

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, THROUGHOUT ENGLAND.

Data Sources

Charity Commission for England and Wales
360 Giving

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