BRISTOL OLDER PEOPLE'S FORUM
Bristol Older People's Forum is a member-led organisation (circa 3000 members). Our aims are shaped around support, empowerment and challenging ageism. We enable older people to have a direct say in policy and decision-making around identified priorities including: isolation and loneliness and mental and physical well-being. ACTIVITIES include: Open Forums, Newsletters, Workshops and Research.
Objects
1 TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY WORKING WITH THOSE IN THE CITY OF BRISTOL WHO ARE SOCIALLY AND ECONOMICALLY EXCLUDED ON THE GROUNDS OF THEIR AGE, RELIEVING THE NEEDS OF SUCH PEOPLE AND SUPPORTING THEIR PARTICIPATION IN SOCIETY.2 THE RELIEF OF POVERTY AND SICKNESS AND THE PRESERVATION AND PROTECTION OF GOOD PHYSICAL OR MENTAL HEALTH AMONGST PERSONS WHO ARE IN NEED AS A RESULT OF THEIR AGE IN THE CITY OF BRISTOL.IN FURTHERANCE OF THESE OBJECTS, THE TRUSTEES SHALL:A INCREASE, CO-ORDINATE AND PROVIDE INFORMATION ABOUT OPPORTUNITIES FOR OLDER MEMBERS OF ALL OF BRISTOL'S COMMUNITIES; B GIVE OLDER PEOPLE A VOICE AND FACILITATE THEIR ENGAGEMENT WITH SERVICE PROVIDERS, SO AS TO INFLUENCE THE QUALITY AND RELEVANCE OF LOCAL SERVICES AND PROVISIONS AND SO BETTER MEET THE NEEDS OF PEOPLE OVER 55; C RESEARCH OR PARTICIPATE IN RESEARCH INTO THE CAUSES AND EFFECTS OF SOCIAL EXCLUSION OF OLDER PEOPLE IN THE CITY; ANDD PROMOTE ACTIVITIES THAT SUPPORT THE HEALTH AND WELL-BEING OF OLDER PEOPLE IN BRISTOL
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £31,679, comprising £13,679 in general funds and £18,000 in designated funds. The trustees maintain a reserves policy of three months' expenditure, which is met by the designated exit strategy reserve. The charity reports a small surplus and confirms it remains a going concern due to secured long-term funding.
What the accounts disclose
“At present there is a designated reserve for an exit strategy of £18,000, which is approximately three months’ expenditure.” — page 11
“Two Trustee received £152 for travel expenses for the furtherance of the CIO's charitable objects during the year (2023-24 £84 to one trustee). There were no other related party transactions during the year.” — page 21
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- 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
Funders the charity credits
- Bristol City Council
Trustees
- Beryl Eileen Means
- Christina Mary Stokes
- David Ian Jepson
- David Robert Elson
- GLORIA MORRIS
- Helena Milton-Thompson
- Joanne Goldsworthy Hesketh
- Lyn Mitchell Porter
- Nigel Geoffrey Varley
- Pat Foster
- Patricia Ann Mensah
- Shelley Margaret Lanchbury
- Taramati Mistry
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £94k | £94k |
| 31/03/2024 | £98k | £88k |
| 31/03/2023 | £95k | £65k |
| 31/03/2022 | £41k | £53k |
| 31/03/2021 | £58k | £58k |
Common questions
Is BRISTOL OLDER PEOPLE'S FORUM financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £31,679, comprising £13,679 in general funds and £18,000 in designated funds. The trustees maintain a reserves policy of three months' expenditure, which is met by the designated exit strategy reserve. The charity reports a small surplus and confirms it remains a going concern due to secured long-term funding. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 24/10/2024 | £5k | Embracing death dying and life! |
| The National Lottery Community Fund | 30/08/2022 | £10k | Platform60 |