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Trustee Treasurer

About the role

Age UK is an influential and renowned charity organisation that holds the distinction of being the country’s leading charity dedicated to promoting the well-being and quality of life of individuals in their later years. With a deep commitment to ensuring that everyone, regardless of their age, can make the most of their later life, Age UK has established itself as a trusted and reliable source of support and assistance.

The Age UK network includes Age Scotland, Age Cymru and Age NI and more than 125 local Age UKs throughout England. Together, we provide a wide range of services to help people in later life throughout the UK.

Age UK North Yorkshire Coast & Moors operate across multiple locations throughout the boroughs of Ryedale and Scarborough. We help hundreds of people aged 50+ every year by offering activities, events, support, and information. Whilst we are a small part of the Age UK family, we are a local and independent charity, and all money that we raise is invested within our local area.

We rely on the generosity of the community, funders, businesses and people like you to help us keep these services running in the Scarborough, Whitby & Ryedale areas. We are supported by public donations, our charity shops, and charitable grants. Our main office is based at Aberdeen Walk in Scarborough, and we have a number of charity shops in the area.

As we promote the well-being of people aged 50+, we have a vision of communities where everyone is valued, listened to, and can access services that allow them to lead fulfilling lives.

We intend to accomplish this in three ways: first, by serving as advocates for the 50+, promoting their views and needs, and campaigning for change; second, by identifying gaps in pre-existing support, and filling those gaps ourselves, to ensure that help is always available for any issue; and third, by creating a number of informed and high-quality services, that are dedicated to the provision of their needs.

Our diverse community is always changing, and our services continue to adapt. Together, we can create lasting, positive change.

Trustees & Governance

At Age UK North Yorkshire Coast and Moors we have a vision where older people are valued, listened to and are able to access services which enable them to lead a more fulfilling older age.

We rely on an effective Trustee Board and value the role that each Trustee plays. The aims and objectives of the Charity are laid out in our governing document and Strategic/Business Plan, and the Board has oversight of all charitable and commercial activity. The Board receives relevant documentation in order to ensure that organisational operations are in line with the strategy.

Age UK North Yorkshire Coast and Moors encourages a close working relationship between the Senior Management Team and trustees and values the contribution that each bring, enabling us to better serve people aged 50 plus in the Borough of Scarborough and District of Ryedale.

Treasurer Role

  • Oversee all financial aspects of the Charity on behalf of the Board of Trustees to evaluate our financial position and associated risks.

  • Assist the Chair, and the Chief Executive in ensuring that the Board of Trustees fulfils its duties and responsibilities for the proper financial governance of the charity.

Main Responsibilities & Tasks associated with the role.

In partnership with the CEO & Finance Manager

  • Ensure that the charity operates within the financial guidelines set out in current legislation by the Charity Commission, in the Charity’s Constitution and by the Board.

  • Work with the Finance Manger to update and to test internally our financial management procedures to support strong Governance and financial controls.

  • Identify and bring to the attention of the Board any financial risks facing the Charity.

  • Ensure the Charity’s financial resources are sufficient to meet current and future needs, advise the Board on the reserves policy, and to ensure that this policy is reviewed and monitored regularly.

  • Ensure the proper investment of the Charity’s funds.

  • Scrutinise the proposed annual budget, cash flow forecasts and financial reports and advise and guide the Board accordingly.

  • Review longer term forecasts of income and expenditure, and to review and monitor financial trends within the Charity and the sector within which the Charity operates.

  • Contribute to the annual audit process, including meeting with the external auditors.

To assist the Chair, other Trustees and the CEO

  • By ensuring that the Board of Trustees fulfils its duties and responsibilities for the proper financial governance of the Charity.

  • Keep the Board informed of its financial duties and responsibilities.

  • Advise the Board on financial implications and operational risks arising from Board decisions, especially the Board’s strategic and policy decisions.

  • Advise the Board on the financial strategy proposed by the CEO and review and monitor the financial strategy on behalf of the Board.

  • Work with the CEO and Finance Manager to ensure financial information is presented in a way that facilitates good financial governance and enables the Board to fulfil its legal and statutory responsibilities.

Person Specification

  • Knowledge of accounting practices for corporate governance.

  • Knowledge of financial regulations governing charities and companies.

  • Able to commit sufficient time.

  • Ability to think strategically and forward plan.

  • Ability to digest, present and critically evaluate a range of information, including written reports, statistics, and verbal communications.

  • Willingness to challenge and engage.

  • Understand and is committed to diversity issues.

Time Requirements

  • Our board meets bi-monthly (so six meetings per annum) usually on Tuesdays at 5pm.

  • Meetings last 2 to three hours, typically in person although some are via Zoom and Teams.

  • You will typically have to spend two hours reading the papers before board meetings

  • Ideally trustees will be available for the AGM and possibly an annual away day in the future.

  • Out-of-pocket expenses are payable to trustees

  • Board members can be coopted in the year, with their appointment confirmed at the AGM and then serve a term of three years, which can be renewed

How to Apply

Age UK is working with NRG Executive to support us with our search for a Treasurer. A full explanation of the role, the Charity and it’s Strategy can be obtained by contacting Scot McHarg at NRG Executive – contact details are as follows:

  • Telephone: 0191 260 4472

  • Email: scotmcharg@nrgplc.com

If you would like to have an informal discussion about the opportunity please contact NRG.

To apply please send your CV and a covering letter, outlining your skills, experience and why you are interested in the Treasurer role.

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