AGE UK WILTSHIRE
Age UK Wiltshire promotes the well-being of all older people in Wiltshire, Swindon & Southampton through offering information and advice, befriending, Carers support, Welfare Checks with Meals Service, activity groups and supporting community day services. We offer talks on a range of subjects to community groups and we research and campaign on issues that affect older people.
Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY OF WILTSHIRE.
Financial health, per its FY2026 accounts
The accounts state that the charity reported an operating surplus of £254,087 for the year ended 31 March 2026, driven by unrestricted reserves of £415,010. The trustees confirm that the charity holds funds in line with its reserves policy, which targets 3 to 6 months of expenditure, although they note that the future for the commissioning of statutory services remains unclear.
What the accounts disclose
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2026 1 £60,001 - £70,000” — page 32
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2026 1” — page 32
“Using this information, and reserve policy basis it was determined that the current reserve levels are in the range of 3 to 6 months”
“The son of the trustee R Purchase, is a director of Jafre Limited. During the year the charity purchased goods and services totalling £2,826 (2025: £9,312) from Jafre Limited.” — page 41
“The husband of CEO, S Cardy, provided construction services to the charity totalling £200 (2025: £16,129). He is also employed as a casual driver and earned gross salary of £247 (2025: £733).” — page 41
“The son of the trustee R Purchase, is a director of Jafre Limited. During the year the charity purchased goods and services totalling £2,826 (2025: £9,312) from Jafre Limited.” — page 41
“The husband of CEO, S Cardy, provided construction services to the charity totalling £200 (2025: £16,129). He is also employed as a casual driver and earned gross salary of £247 (2025: £733).” — page 41
Policies the charity declares
- Bullying and harassment 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 215
- Government income: £100,597 — contracts £100,597 (3); 3% of the £3,251,615 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 120
- Government income: £75,500 — grants £75,500 (3); 3% of the £2,835,540 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 110
- Government income: £23,000 — grants £23,000 (2); 1% of the £1,643,554 total gross income on the same return
- Has a trading subsidiary
Corporate structure
- Registered company of the charity Companies House 02121174
- Trading subsidiary: AGE UK WILTSHIRE TRADING LIMITED Companies House 07765661
- Equity: £1
- Ultimate controlling party is Age UK Wiltshire.
Funders the charity credits
- Postcode Community Trust
Company officers (Companies House)
- TYLER, Julia on trustee list
- TAYLOR, Kennedy Elyse on trustee list
- LAFFERTY, Ian Carlyle on trustee list
- WELLS, Jacqueline not on trustee list
- PURCHASE, Richard on trustee list
- JOHNSTON, Keith Andrew on trustee list
- RUSTON, Stewart on trustee list
- WILLIAMS, Christopher Anthony
Structured financials (annual return, FY ending 31/03/2026)
Register events
- Received assets from another charity (07/03/2019)
Trustees
- Richard Purchasechair
- Ian Carlyle Lafferty
- Jackie Wells
- Julia Tyler
- Keith Andrew Johnston
- Kennedy Taylor
- Stewart Andrew Ruston
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £3.3m | £3.0m |
| 31/03/2025 | £2.8m | £2.8m |
| 31/03/2024 | £1.6m | £1.7m |
| 31/03/2023 | £1.1m | £1.2m |
| 31/03/2022 | £1.1m | £1.2m |
Common questions
Is AGE UK WILTSHIRE financially healthy?
Per its FY2026 accounts: The accounts state that the charity reported an operating surplus of £254,087 for the year ended 31 March 2026, driven by unrestricted reserves of £415,010. The trustees confirm that the charity holds funds in line with its reserves policy, which targets 3 to 6 months of expenditure, although they note that the future for the commissioning of statutory services remains unclear. Its FY2026 accounts were audited by Sumer Audit.
What does the highest-paid employee of AGE UK WILTSHIRE earn?
Per its FY2026 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.
Who funds AGE UK WILTSHIRE?
Funders whose own accounts filings name AGE UK WILTSHIRE as a grant recipient include AGE UK, THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON, THE OPENWORK FOUNDATION, EMERTON-CHRISTIE CHARITY, THE WALTER GUINNESS CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2021 | £161k | Support the network |
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | FY2023 | £137k | Community Grants programme and Surviving Winter programme |
| AGE UK | FY2023 | £118k | Supporting the network |
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | FY2024 | £105k | Surviving Winter programme |
| AGE UK | FY2022 | £103k | Information and advice; Wellbeing; Support the network |
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | FY2022 | £66k | Grants awarded to groups within Wiltshire totalling £12,000 per group |
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | FY2022 | Unverified read£62k | Surviving Winter programme |
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | FY2025 | £40k | Not specified in list |
| THE OPENWORK FOUNDATION | FY2021 | £10k | Sponsored Grant |
| EMERTON-CHRISTIE CHARITY | FY2023 | £3k | |
| THE WALTER GUINNESS CHARITABLE TRUST | FY2024 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 28/01/2026 | £303k | Celebrating Age Wiltshire: Creative Connections |
| UK government | 01/04/2019 | £9k | Age UK Wiltshire |
| Sport England | 17/08/2017 | £10k | Low Impact Functional Training for Adults (LIFT) |
| The National Lottery Community Fund | 06/07/2004 | £146k | Befriending project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MASTER CHARITABLE TRUST | 1 | £2.7m |
| THE JULIA RAUSING TRUST | 1 | £2.3m |
| Rothesay Foundation | 1 | £2.3m |
| THE LONDON MARATHON CHARITABLE TRUST LIMITED | 1 | £2.0m |
| HOLLYHOCK CHARITABLE FOUNDATION | 1 | £500k |
| Sussex Community NHS Charity | 1 | £430k |
| THE PENNIES FOUNDATION | 1 | £352k |
| THE TOLKIEN TRUST | 1 | £240k |
Charities like this
- Age UK Lincolnshire
- AGE UK
- AGE UK BERKSHIRE
- AGE UK NORTHAMPTONSHIRE
- AGE UK LEWISHAM AND SOUTHWARK
- Age UK Maidstone, Sevenoaks and Tonbridge
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK WILTSHIRE | £3.3m | £60,001 - £70,000 | 1 | above | — | no doubt |
| Age UK Lincolnshire | £5.1m | £70,001 - £80,000 | — | unclear | — | no doubt |
| AGE UK | £131.8m | £280,001 - £290,000 | — | within | — | no doubt |
| AGE UK BERKSHIRE | £1.3m | — | 0 | unclear | — | no doubt |
| AGE UK NORTHAMPTONSHIRE | £4.7m | — | — | unclear | — | no doubt |
| AGE UK LEWISHAM AND SOUTHWARK | £2.6m | — | — | above | — | no doubt |