Cost Recovery Workshop for Service Managers – 21st July

Age UK’s Financial Governance Team has been providing support to CEOs and Boards through their Finance Network Meetings. They are now hosting a workshop just for Service Managers on 21st July. Find out full details below.

Age UK’s Financial Governance Team has organised a cost recovery workshop specifically for Service Managers. This workshop will take place on Teams on Thursday 21st July from 11am – 12pm. Find out full details, including how to book your place, below. Please share this update with anyone who has the responsibility for delivering your organisation’s services, so that they can attend.

Age UK’s Financial Governance team has long-supported CEOs, senior Finance staff and trustees of Brand Partners in a wide range of financial governance and management matters, with feedback displaying that these contributions have been well-received.

However, an understanding of some key finance issues amongst other managers within across the Network is equally important. With that in mind, the Financial Governance Team has organised a workshop specifically for Service Managers – i.e. those who have the responsibility for delivering your organisation’s services. That said, if other senior staff or trustees wish to attend, you will be very welcome.

About the Workshop

When a charity is invited to tender to provide a service for its beneficiaries, or when the organisation is considering making changes to an existing charged-for service or applying for grant funding, it is important that the Manager responsible for delivering that service is aware of what it will cost the charity to provide it. It’s equally important for the Service Manager to know that the funds required will be sufficient to cover the costs involved and allow for unforeseen contingencies and a surplus.

As it is always good practice for Managers to continually look for ways to improve both the efficiency and cost-effectiveness of service delivery, it is important to have a full understanding of the financial basis of the service, so that good practice can be applied.

This workshop will take Service Managers through the basic financial considerations required to accurately cost and price a service so that together with Finance colleagues and other managers, they will feel confident that the application for grant funding or a proposed charge to users, will be fair and transparent, and that the provision of that service will represent a good use of the charity’s assets.

Book your place

This workshop will take place on Thursday 21st July, via Teams, will run from 11:00 to 12:00. It will take no longer than an hour and this will allow time for questions and answers. Please encourage your Service Managers and other colleagues who you feel would benefit from attending, to register by emailing John Fox (John.Fox@ageuk.org.uk) so that an invitation to join the workshop can be sent.

We intend to record the event and then to make the recording, and the supporting slide deck, available to the wider network as a Webinar which staff can view at a time convenient to them. However, attendance at a live, interactive event will always provide greater value.

By tailoring a workshop specifically for Service Managers, this is an experimental departure from our normal support approach to Brand Partners. Our aim is to raise awareness and understanding of Full Cost Recovery principles, why this is important, especially in the current challenging operating environment, and to demonstrate how it adds real value for all concerned across your organisations.

Free webinar | Learn about Digi-Board – A new board evaluation tool

Digi-board are running a free webinar where you can learn more about Digi-Board and hear how the board and senior management team at Age UK Lancashire have used the platform.

Digi-Board provides tools to help charities to overcome the complexities of governance. They’re running a free webinar where you can learn more about Digi-Board and hear how the board and senior management team at Age UK Lancashire have used the platform. The webinar will take place on Tuesday 28 June from 11.00am to 12.00pm – read on for full details, or click here to book your place.

When resources, time and money are scarce, governance is often put on the back burner to be dealt with later. Yet, many charities have found that, if anything, the pandemic reinforced the idea that improving governance helps us all manage what we have more efficiently.

So what does it take to get to good governance in a time and cost effective way? And how do you evaluate the hard and soft drivers?

Digi-Board provides tools to help you address these challenges and overcome the complexities of governance – enabling you to assess your governance practices against the principles of the Charity Governance Code and other critical factors for good governance.

This free webinar will provide an opportunity for you to learn more about Digi-Board and hear how the board and senior management team at Age UK Lancashire and other charities took the bold step to use Digi-Board’s innovative digital approach to assess their governance effectiveness and learn how they identified what and where to improve.

Learn more about how they used data driven information, actionable insights and benchmarking to do things better to improve the overall effectiveness, performance and governance of the charity.

Speakers:

  • Helen Michaels CEO and Co-Founder – Digi-Board
  • Teri Stephenson CEO – Age UK Lancashire
  • David Burland Founder – dbassociates and Digi-Board associate consultant

Book your place

The webinar will take place on Tuesday 28 June from 11.00am to 12.00pm.

To register for a place, please click here.

Ageing Better: A Celebration – Learning event from the National Lottery Community Fund

To celebrate the work of The National Lottery Community Fund’s Ageing Better programme, there will be a final event to share key approaches and learning.

The National Lottery Community Fund’s Ageing Better programme distributed £87 million to organisations across the country to support older people. The final event sharing the learning from this programme will take place online on 28th June from 10am-1pm. Read on for further details, or click here to book your place.

As well as sharing wider learning, Ageing Better partnerships will be detailing/highlighting four of the key approaches developed within the Ageing Better programme which include: Community Connectors; Co-Production; Micro-Funding; and Warm Welcome

This is an open event with plenty of opportunity for interaction with experts from within the programme, so please do sign up and share this message with anyone else who might also be interested.

Ageing Better: A Celebration – Book your place at the final Ageing Better event

Book your place at the final Ageing Better event on Tuesday 28th June from 10:00 – 13:00.

The whole Age UK Network is invited to attend the final Ageing Better event to explore and celebrate the work of the Ageing Better programme, which worked with people aged over 50 to reduce social isolation and loneliness. This session will share key approaches and learning developed by the Ageing Better programme and its partnerships. The event takes place online on Tuesday 28th June from 10:00 – 13:00 and you can find out full details here.

Time to Shine’s Intergenerational Work Webinar

Time to Shine are hosting a webinar to share learning from their intergenerational activities over the last few years. Find out full details, including how to book your place.

Time to Shine is a National Lottery-funded programme hosted by Leeds Older People’s Forum, which has run a number of intergenerational projects in recent years. As these projects come to a close, the Forum will be sharing the learning from the intergenerational activities run by delivery partners, along with learning from the other 13 Ageing Better programmes. They will also discuss how this learning could be used by other organisations in future. The webinar will take place on Wednesday 16 February from 14:00 – 15:30. Click here to find out more details and to book your place.

Partner Information Return: Data Report Published and Upcoming Event Scheduled

The full data report for the second quarterly Partner Information Return can be found below, along with details of an upcoming event to discuss the future of the PIR.

Thank you for taking the time to complete the second quarterly Partner Information Return (PIR). The full data report for this quarter can be found later in this article, along with details of the upcoming third quarterly PIR, and an event this December to discuss the future of the Partner Information Return.

The report on the data submitted for the Second Quarterly Partner Information Return can be accessed here.  If you have any questions on the report please contact localstatistics@ageuk.org.uk

The return for quarter 3, October 2021 to December 2021, will be released in January 2022.  We will be extending the completion window for this return until February 11th to allow additional time for completion following the Christmas and New Year period.

Event: Future of the Partner Information Return

We will be holding an event on 8th December, 10:00 – 11:00, to discuss the future plans for the Partner Information Return, and to discuss what data Partners feel would be helpful to include moving forward, and what would add value on a network wide level.

If you are interested in attending, please register for the event here.

One week to go: Learning Session on Social Prescribing – 25th November

We’re hosting an online learning session on social prescribing on Thursday 25th November! Find out how to book your place.

There’s still time to book your place to hear about the learning gained through The National Lottery Community Fund Ageing Better programme. The event takes place from 10am – 11.30am on 25th November. We’ll focus particularly on social prescribing and hear about one social prescribing project hosted by a local Age UK.  Click here to book your place, or read on to find out all about the session.

Sarah Jewell, Programme Manager – Transformation, Age UK will host the session, which will include the following speakers:

Alex Hayes is Head of Funding at The National Lottery Community Fund where he leads the Ageing Better programme, a £87M investment to improve the lives of people aged over 50 by addressing social isolation and loneliness within local communities. Previously he worked in the voluntary sector for over 10 years. 

Chris McClelland is Head of the Ageing Better ‘Brightlife Cheshire’ project which he has led since March 2016.  Brightlife (hosted by Age UK Cheshire) commissioned over 50 projects and delivered an innovative social prescribing, reaching over 3,000 older people at risk of social isolation in the rural, town and city communities of Cheshire West. Prior to joining the Brightlife project Chris enjoyed an extensive career designing, delivering and managing Careers, Connexions and Targeted Youth Support Services in a variety of North West England locations.

Christine McMahon enjoys a career that has included working with children and people of all ages.  Since joining Brightlife in 2016 this has focussed on championing and promoting a joyful, healthy, and connected lifestyle for older people as Social Prescribing Manager.  She now combines this with becoming Age UK Cheshire Services Manager, where she can continue to bring her passion, commitment, and insight to support services.

This Microsoft Teams session will provide the opportunity to hear ‘top tips’ for effective social prescribing, to ask questions of our panel and to spend time in group discussion with other attendees. Please sign up here and email BSupportAdmin@ageuk.org.uk with any queries. We look forward to seeing you on 25th November.

Sign up now: Learning Session on Social Prescribing – 25th November

We’re hosting an online learning session on social prescribing on Thursday 25th November! Find out how to book your place.

You’re invited to join us 10am – 11.30am on 25th November to hear about the learning gained through The National Lottery Community Fund Ageing Better programme. We’ll focus particularly on social prescribing and hear about one social prescribing project hosted by a local Age UK.  Click here to book your place, or read on to find out all about the session.

Sarah Jewell, Programme Manager – Transformation, Age UK will host the session, which will include the following speakers:

Alex Hayes is Head of Funding at The National Lottery Community Fund where he leads the Ageing Better programme, a £87M investment to improve the lives of people aged over 50 by addressing social isolation and loneliness within local communities. Previously he worked in the voluntary sector for over 10 years. 

Chris McClelland is Head of the Ageing Better ‘Brightlife Cheshire’ project which he has led since March 2016.  Brightlife (hosted by Age UK Cheshire) commissioned over 50 projects and delivered an innovative social prescribing, reaching over 3,000 older people at risk of social isolation in the rural, town and city communities of Cheshire West. Prior to joining the Brightlife project Chris enjoyed an extensive career designing, delivering and managing Careers, Connexions and Targeted Youth Support Services in a variety of North West England locations.

Christine McMahon enjoys a career that has included working with children and people of all ages.  Since joining Brightlife in 2016 this has focussed on championing and promoting a joyful, healthy, and connected lifestyle for older people as Social Prescribing Manager.  She now combines this with becoming Age UK Cheshire Services Manager, where she can continue to bring her passion, commitment, and insight to support services.

This Microsoft Teams session will provide the opportunity to hear ‘top tips’ for effective social prescribing, to ask questions of our panel and to spend time in group discussion with other attendees. Please sign up here and email BSupportAdmin@ageuk.org.uk with any queries. We look forward to seeing you on 25th November.

Save the date: Learning session on Social Prescribing – 25th November

We’re hosting an online learning session on social prescribing on Thursday 25th November! Find out full details here and please save the date in your diaries.

On Thursday 25th November, Age UK will be hosting an online learning session focused on social prescribing, including presentations from the National Lottery Community Fund (NLCF) and Brightlife Cheshire (a partnership led by Age UK Cheshire).

The session will cover the learning about social prescribing that was gathered through the NLCF Ageing Better programme. This programme invested £87 million in a wide range of projects over a 7 year period and the evaluation reports are now available here. Given the importance of social prescribing we are keen to hear about this area of work in particular.

We’re looking forward to the session and ask that you put this in your diaries now: 10:00 – 11:30am on 25th November. MS Teams invite and more details to follow.

October Finance Network Meeting – Places still available!

Book your place at the October Finance Network Meeting on Wednesday 20th October! Find out all about the meeting and the guest speakers here.


It’s now less than a week until the next Finance Network Meeting on October 20th from 11:00 – 12:30! The primary topic will be “Business Cases”. Helen Blundell and Jim Clifford, both from MHA McIntyre Hudson, will discuss the ‘What, Why, When, How, and for Whom’ of this simple but very important document. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk or david.chenery@ageuk.org.uk 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. You can also find out more about the meeting and both presenters below.

We tend to associate Business Cases with the purchase of a significant capital item, or the development of a substantial new initiative, but the need to produce a reasoned explanation to support the commitment of resources (people, time and money) to any proposed activity is nothing more than best practice and good governance. So when you plan to tender for a new service delivery contract, or to launch a new charged-for service, how do you justify sign-off if that is within your level of authority, or support a recommendation to the trustee board for approval, if it’s outside of your delegated authority?

Helen Blundell Biography

Helen leads the not for profit team in the Birmingham and Leicester offices of MHA MacIntyre Hudson, a Top 12 firm of chartered accountants and business advisors.  She has more than 20 years’ experience specialising in the sector advising a range of clients from small local bodies to large national and regional organisations. 

Her experience includes audit, independent examination, governance training as well advising on corporate structures and charity tax reliefs. Helen’s approach is a practical one of delivering solutions. Helen has first hand experience as a trustee, having served for 6 years as a trustee of Birmingham Cathedral.  She is passionate about making a difference through advising charities and not for profits.

Jim Clifford Biography

Jim leads Sonnet, a social enterprise, registered as a firm of chartered accountants, that brings together experts in finance, governance, corporate finance, economics and research.

Jim is a Chartered Accountant, social researcher and strategic consultant, specialising in helping organisations – charities and social enterprises, private and public sector – research and select the impact they want to deliver, develop the model for doing it, resource it, and measure and improve upon it.

He supports these at all stages of their lives, from inception through growth, through times of change and even insolvency.  He was awarded an OBE in 2013 for services to Social Investment. Experienced as a trustee and in charity management, he also teaches on the Bayes (formerly Cass) Charities and NGO Masters programmes, and has authored academic work, and the recent Demystifying Social Finance, as well as over 150 impact evaluation studies. 

Book your place

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk 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.

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