December Finance Network Meeting – Book your place!

Book your place at the next Finance Network Meeting on December 15th from 11:00 – 12:30. This session will focus on “Charity Legal Structures”.

The next Finance Network Meeting will take place on December 15th from 11:00 – 12:30 and the key session will be “Charity Legal Structures”. The presenter will be Nick Vaughan, of Paris Smith LLP who has been a volunteer consultant with Cranfield Trust since early 2020. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting, along with a save the date for January’s meeting.

Over the past 18 months, the Financial Governance Team have discussed charity legal structures with several local Age UKs, following a number of questions raised by partners. So, whether you are looking at changing your business model or want to sense-check that your governance structures are appropriate and fit for purpose as we move towards the next financial year, this will be a very useful session to attend.

The following topic areas will be included:

  • Use of Subsidiary Companies for non-primary purpose trading, and consideration of their use for primary purpose trading also
  • Risk considerations – the avoidance of risk to charity assets
  • Independent governance (not all the charity trustees are directors of the subsidiary, and vice versa)
  • Financing aspects – start-up funding; working capital; investment / loans (from the parent charity)
  • Shared premises / staff / facilities – cross-charging / management charges
  • Use of charity logo by subsidiary companies

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting.

January Finance Network Meeting – Save the Date

With lots of staff set to take leave over the next few weeks, we wanted to flag that the January Finance Network meeting will take place on 19th January 2022 from 11:00 – 12:30. Nick Wilkie, former charity chief executive, government policy adviser and visiting lecturer at The Centre for Charity Effectiveness, will present on the primary topic: Big Plans, Strategy and Business Models.

Nick will share his personal perspectives on leading and landing strategy. Sharing experience not expertise, failure more than triumph, he will reflect broadly across the subject including:

  • making sure everyone in the organisation knows where true north is;
  • knowing who the beneficiaries really are;
  • ensuring all decision-makers properly understand the balance sheet and business model;
  • why things go wrong and how they might get fixed.

This session is primarily aimed at CEOs, although FDs and trustees will be more than welcome, as ever.

Please save the date in your diaries now, as this promises to be a great session.

New Charity Commission Guidance on Safeguarding

The Charity Commission has revised two safeguarding guidance documents. Find them both below along with some additional information on safeguarding policy and procedures.

Last week, the Charity Commission published two revised guidance documents to support charities and trustees to consider the actions they need to take to safeguard people and protect them from harm. Links to the two documents are below, along with a benchmarking template that you can use if you wish. There is also additional guidance on the role of a Caldicott Guardian as well as further information on safeguarding policy and procedures.

The two revised documents from the Charity Commission are:

We have taken the recommendations from this document and created the attached ‘benchmarking template’. Age UK has used this to consider where we are against the recommendations; identify priority actions; and reassure Trustees about our work in this area. You may want to use this template to complete a similar exercise for your organisation.

Caldicott Guardian Guidance

If you receive funding from the NHS, a Local Authority or other public body to deliver health, care or carer support programmes of work, you may need to appoint a Caldicott Guardian.

A Caldicott Guardian is the conscience of an organisation, their role is to keep people’s data safe and to help guide decision making in relation to the way private, confidential information about patients and service users is used.

The attached guidance below provides further information about which organisations must appoint a Caldicott Guardian, any organisation that the guidance applies to is encouraged to be compliant by 2023.

An e-learning module on the role of the Caldicott Guardian has been created and can be accessed via this link. You should be able to access this for free if you provide services on behalf of the NHS. Most Local Authorities will also provide training for Caldicott Guardians.

Safeguarding Policy and Procedures

Following a recent audit of some local partner safeguarding policies and procedures, it was found that some did not reflect best practice or most up-to-date legislation.

All policies and procedures should:

• Reflect the Care Act 2014 rather than No Secrets (2000), this includes the definitions and language within the documents. For example, the term ‘vulnerable adult’ should be replaced with the term ‘adult at risk’ and the definition of an adult at risk should be taken from the Care Act.
• Include all 10 types of abuse and neglect
• Make reference to making safeguarding personal and the importance of listening to the voice and opinion of the adult at risk.
• Refer to the local authority processes and procedures.
• Include information on safer recruitment or refer to related policies such as DBS and recruitment policies.
• Include information on how to support with wider issues as listed by the Charity Commission such as bullying and harassment or include links to specific policies on these themes.

The SCIE website has useful information or if you would like some assistance with reviewing and updating your policy and procedures, please contact me by emailing

Sources of Support for Local Partners – Latest Information

Age UK’s Quality & Transformation Team have shared an updated sources of support guide for Autumn/Winter 2021-22. Find out full details below.

As we face another challenging winter, the Quality and Transformation team wanted to remind local partners of the help and support that is still available to you. The team have updated the guide below which draws together a range of useful resources which can either be accessed directly (via this site, The Loop or through external organisations) or by contacting your Regional Link. Contact details for Regional Links are listed in the guide but if you have any questions, comments or concerns please email

The full guide can be viewed or downloaded below:

How to get involved with our new “Cost of Cold” Campaign!

We’ve launched our new “Cost of Cold” campaign to persuade the Government to provide extra support to those who will struggle with energy bills over the coming months.

With the cold weather setting in, rising energy prices will leave millions of people unable to afford to stay warm this winter. We’ve launched our new “Cost of Cold” campaign to persuade the Government to provide extra support to those who will struggle with energy bills over the coming months – click here to view our press release about the campaign. We would be very grateful for your help to make sure older people’s health is protected this winter. We will be mailing you a local campaign pack soon and you can find below some digital actions you can take if you have time.

The campaign launched on Friday 26th November and we have already launched an action asking supporters to email their MP. Will you help us encourage your supporters to write to their MPs too?

If you have any questions about the campaign, please contact

Writing to your MP

You can write to your MP here and share the following link with your supporters: There is some suggested wording for sharing the link on social media below.

Sharing the Campaign on Social Media

If you have time, please share the action online with the hashtag #CostofCold. You can find some suggested wording for Twitter and Facebook posts below for you to use if you wish.


Surging energy prices mean too many older people are facing the impossible choice of eating or turning their heating on this winter.

No one should be put in this position.

📝 Ask your MP to support urgent funding to stop people going cold: #CostofCold


Rising energy bills mean hundreds of thousands of older people on low incomes are struggling to keep warm right now.

We still have time to change this. Higher levels of fuel poverty this winter aren’t inevitable.

✉️ Ask your MP to take action #CostofCold


Cold homes are preventable.

Providing a one-off payment of £50 to everyone eligible for Cold Weather Payments is just one way the Government could make a difference now.

Write to your MP to make sure they’re fighting to end to fuel poverty:


Christmas Fundraising Campaign – Campaign Assets now live on Brand Hub

The campaign assets for this year’s Christmas Fundraising Campaign are now available on Brand Hub! Find full details here.

Following on from our recent update about our Christmas Fundraising Campaign, the first batch of Christmas assets are now available on Brand Hub to help you promote your Christmas campaigns on social media. If you click into ‘Assets’ they are right at the top. You will see three different versions of wording for social media, as well as images that are the correct dimensions for those channels.

Last year, you may remember that we adapted our campaign messaging to reflect the increased level of need, with the campaign line ‘Now more than ever, no one should have no one’. This year, we have a new campaign proposition asking supporters to ‘Make Christmas a little brighter for a lonely older person’. Full details can be found here.

A reminder of what you’ll see and where of Age UK’s national campaign

Online: We will be launching an integrated fundraising and brand campaign across our social channels which you may see on Facebook and Instagram, as well as testing new channels such as YouTube and Online Display to really make our campaign as digital first as possible. When streaming TV on digital channels you may also see some videos of Age UK storytellers.

Offline: We have inserts, door drops, partially addressed mail and our Warm Appeal all launching in November. As usual, we will have some PR activity around Christmas and be looking at ways we can involve our celebrity ambassadors to generate coverage and amplify our campaign.

The campaign will be driven by the experiences of real people who have been supported by Age UK’s national Telephone Friendship Services who have been kind enough to share their stories. Our lead storyteller is Terry, who you will see on the majority of our creative, and our two supporting storytellers are Connie and Michael.  All three of them will feature heavily across our digital channels, as well as in print. We are so grateful to them all for sharing their stories with us to help support the Christmas campaign.

Useful contacts 

We’d love it if you’d like to get involved in the campaign this year.  If you have any questions, please find some useful contacts below:

Want to learn more about the introduction of ICSs from April 2022?

A reminder that Age UK’s Health Influencing Team are hosting a webinar titled “What’s next for the health and care system?” on Wednesday 1st December.

A quick reminder that the Age UK Health Influencing team would like to invite all Brand Partners to ‘What’s next for the health and care system?’ the latest part of their ongoing webinar series. This webinar, which will be held on the 1st December 2021 at 10am-11.30am, is exclusively for the Age UK Network and will provide further details on the introduction of Integrated Care Systems, including how you can interact with the new system. It is aimed at all staff and volunteers within the Age UK network, so please share with anyone who is interested. To book your place, please contact, or read on for further details.

This webinar will follow on from a previous session (which can be viewed here) where we introduced the changes to the Health and Care System outlined in the Government’s White Paper.

This session will provide an update as to where we are with the proposed changes, what that means for older people, your local system, and the local VCSE sector, including practical examples of where Brand Partners are already engaged with their ICS system.

We are delighted to welcome the following speakers to the session:

  • Roger Davidson, Director of System Partnerships and ICS Development at NHS England and Improvement
  • Chris Naylor, Senior Fellow in Health Policy at The King’s Fund
  • Julian Lloyd, CEO at Age UK Hillingdon, Harrow and Brent
  • Jess Millwood, CEO at Age UK Kensington & Chelsea

The session will include a panel discussion at the end, where we will encourage attendees to ask any questions you may have to our speakers. If you would like to attend the webinar please contact

If you would like to submit a panel question or topic of discussion in advance, please make us aware of this when registering. For those who are unable to attend on the day, the session will be recorded and sent round to the network.

If you would like to attend the webinar please contact

Important Guidance on Obligatory Vaccinations for all CQC Registered Services

From 1st April 2022, individuals undertaking CQC regulated activities in England (including secondary and primary care) must be fully vaccinated against Covid-19, regardless of their employer.

On 11th November it became obligatory for all people that work in a care home in any capacity, to be double vaccinated against Covid-19. This same obligation is also being placed on any organisation with a CQC registered service or any with a patient/client facing workforce operating as part of a CQC-regulated service. From 1st April 2022, individuals undertaking CQC regulated activities in England must be fully vaccinated against Covid-19, regardless of their employer, including secondary and primary care. Find out more below, including who this regulation applies to and next steps you can take.

On 11th November, it became obligatory for all people that work in a care home in any capacity, to be double vaccinated against Covid-19. That meant that care homes had to dismiss (or redeploy out of the service) any of their staff and volunteers who had not been vaccinated by that date. In order to do this, they needed to prepare, both in terms of gathering the appropriate data on their workforce and also thinking about the process they needed to go though with any staff that were not double vaccinated by the deadline.

The New Regulation

This same obligation is now also placed on any organisation with a CQC registered service or any with a patient/client facing workforce operating as part of a CQC-regulated service. From 1st April 2022 individuals undertaking CQC regulated activities in England must be fully vaccinated against COVID-19, regardless of their employer, including secondary and primary care.

The government regulations are expected to come into effect from 1 April 2022, subject to parliamentary process. This means that unvaccinated individuals will need to have had their first dose by 3 February 2022, in order to have received their second dose by the 1 April 2022 deadline.

We know from the implementation of this new regulation in the care home sector that not every single volunteer and staff member will have been vaccinated by the deadline. Some people may refuse the vaccine for health reasons or other reasons personal to themselves. It is very likely that mandatory vaccinations in care services will put some people off coming into or staying in the care sector for their employment.

The overriding risk therefore is that this new regulation will increase the number of staff vacancies and make it more difficult to recruit to care services.

Who does the regulation apply to?

The new regulation applies to any person who works in a client or patient-facing role in any CQC-regulated service, even if their employer is not the regulated provider. It also applies to volunteers in similar roles. People in office-based roles who do not come into contact with service users would not fall under this regulation.

So, for example: an administrator in an office working in a Home Care team who does not see service users in their homes would not require double vaccinations, but a Foot Care Assistant in a regulated home-visiting foot care service, or a volunteer driver in a Hospital Discharge service would fall under this regulation.

Next Steps

We know that one-to-one conversations have been the most effective way to support colleagues to make an informed choice, often leading to vaccination uptake. Therefore, it is important for line managers to arrange and have supportive one-to-one conversations with unvaccinated staff members to identify reasons for vaccine hesitancy and provide information that will support them to make an informed decision about the vaccine.

You can find Covid-19 vaccine communication materials from the NHS here. Organisations should encourage individuals who have not yet been vaccinated to use the resources available and discuss with their own GP or trusted healthcare professional if they wish to have a further conversation or have any questions around vaccination.

It is important that these conversations with staff are supportive and empathetic, rather than coercive. It is also useful to try to make it as simple as possible for staff and volunteers to get the vaccine, for example by allowing time in work for them to do this if necessary, or giving them the locations of the nearest vaccine centres.

It is important that organisations gather the relevant intelligence on their workforce through these conversations – ask staff and volunteers to share with you their vaccine status and to demonstrate this with their vaccine passports, cards or letters. Record which staff have been vaccinated and which will get vaccinated.

Ensure that the deadlines will be met: for a first vaccination, the deadline is 3rd February 2022. For someone awaiting their second vaccination, this could be any time up to 31st March 2022.

It is vital therefore to record details of those staff and volunteers who intend to decline having a vaccination and the reasons why. Unless they are exempt, or later change their mind (it is worth having more than one conversation with colleagues in this position just in case) you will need to be clear with them what your procedure will be from an employment point of view when the deadline passes. Will you be able to redeploy these staff and volunteers to another, non-regulated service? Or, will you need to dismiss them on 1st April? The conversations you have with staff will need to make the consequences clear. Ensure you have sought HR advice on the dismissal process and what letters and other communication will be required for those staff.

Organisations need to start acting now to gather appropriate data and consider the actions required of them and their staff by 1st April 2022.


If you have any questions about this guidance, please contact:

Age UK’s comment on the social care cap vote in the House of Commons

Age UK’s Charity Director Caroline Abrahams comments on the recent vote in the House of Commons on the social care cap.

Following the recent vote on the social care cap in the House of Commons, Age UK’s Charity Director Caroline Abrahams has released a statement which can be read in full below. We have also written a template tweet which you can use to share Caroline’s statement if you wish. This can be found at the end of this article.

Caroline Abrahams, Charity Director at Age UK said:

“The Government’s amendment may have been passed by the House of Commons but no doubt the House of Lords will fulfil its constitutional role and give it the intense scrutiny it needs. We hope Peers will vote to overturn it.

No one disputes that the amendment significantly waters down the Government’s plan for a cap on catastrophic care costs and does so in a way that protects only the better off. This is unfair and means the people who are most in need of protection against the risk of their care bills wiping out all their assets are least likely to receive it. Many of these older people whom the Government is now proposing to let down will have bought their council homes under the ‘right to buy’, an extraordinary situation for this group of Ministers to have created. 

When the Prime Minister announced his intention to activate Sir Andrew Dilnot’s cap on catastrophic costs three months ago Age UK said that this reform was definitely worth having, but increasingly the jury’s out.  Since then, the Government has failed to give social care the financial settlement it needed at the Spending Review; announced a National Insurance increase to help social care and then admitted almost all the money is going to the NHS; and made vaccination compulsory for care home staff without any plan to replace the thousands of workers its own analysis says will walk away as a result.

The fact that the Government is now intending to effectively gut their proposed cap on catastrophic care costs is therefore just the latest in a series of wholly unsupportive decisions so far as social care is concerned. What are we supposed to think about the Prime Minister’s pledge to ‘fix social care’ now?”

Caroline Abrahams, Charity Director, Age UK

Template Tweet

If you’d like to share Caroline’s statement on social media, please feel free to use the wording and link below:

No one disputes that the amendment passed this week significantly waters down the Government’s plan for a cap on catastrophic care costs in a way that protects only the better off. We hope Peers will vote to overturn it.

Read Age UK’s full statement 👉

Reminder: Deadline Extended for Dementia Programme Grant Funding!

A reminder that the deadline to apply for the second round of grant funding for the Dementia MCST Programme has been extended to Monday 6th December.

A quick reminder that we have extended the deadline to apply for grant funding for the Dementia MCST Programme, with at least 12 grants still available! We appreciate that this is a very busy time of year, so we hope this extra time will enable more Partners to be part of this exciting programme. The application process remains the same and you can find out full details about the programme, including how to apply, on the Loop here. Applications are open until midday on Monday 6th December.

We would welcome all applications, however if you feel you are best placed to apply in our final cohort later next year then please let us know here.

If you have any queries about this funding opportunity, then please don’t hesitate to email

If you have any queries about this funding opportunity, then please email the team on If you’re having any trouble accessing the loop please email

We are very much looking forward to continuing our work with the Age UK Network in making this programme a great success.

Fundraising Bulletin #16 – Updates on Public, Corporate, Trusts and Public Sector Funding | November 2021

The latest fundraising bulletin is now available for you to view below. There’s still time to complete our short feedback survey about this bulletin too.

Welcome to the latest funding bulletin! This edition includes an update on a proposed new round of the Tackling Inequalities Fund – now called the Together Fund, a highlight feature on the Age UK Think Digital programme, and new and ongoing grant funding opportunities for local Age UKs. We hope you find it useful. A big thank you to everyone who has responded to our feedback form about this bulletin so far, the survey will remain open until November 30th, so there’s still time to share your thoughts if you’d like to.

You can view or download the Bulletin below: