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NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.

Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

· Willingness and ability to devote the necessary time and effort to the role

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

· Understanding of the legal duties, responsibilities and liabilities of Trusteeship

· Ability to work effectively as a member of a team

· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.

Person specification – Treasurer

In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.

· Financial qualifications and experience. 

· A strong understanding of analysing management accounts and forecasting cash flow.

· A strong understanding of creating and monitoring budgets.

· Some experience of charity finance, fundraising and pension schemes. 

· The skills to analyse proposals and understand their financial consequences. 

· A willingness to be available to staff for advice and enquiries on an ad hoc basis.

Role description – Trustee

Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.

In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.

Role description – Treasurer

The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.

In addition to the duties of a Trustee, the duties of the Treasurer are: 

· Chairing the Finance Committee and reporting to the Board.

· Ensuring the financial resources of Age UK Merton meet its present and future needs. 

· Ensuring that Age UK Merton has appropriate reserves and investment policies. 

· Undertaking spot checks on payroll and online payments. 

· Ensuring that appropriate accounting procedures and controls are in place. 

· Advising on the financial implications of Age UK Merton’s strategic plans. 

· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton. 

· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities. 

· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies. 

· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented. 

· Keeping the Board informed about its financial duties and responsibilities. 

· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way. 

Commitment required

Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.

Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.

Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.

In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.

To find out more and to apply

If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.

This is an exciting opportunity for someone who wants to get involved in an impactful charity making a tangible difference to the lives of refugees here in the UK.

Our work is simple – we refurbish unwanted bikes and donate them to refugees and people seeking asylum, many living on less than £7 a day, giving them freedom and independence whilst they rebuild their lives.

A bike makes a huge difference – not only is it a practical tool for tackling poverty, those who receive bikes from us report they are more connected in their community, happier and healthier as a result:

• 91% of people use their bikes weekly for essential journeys

• 84% of people are better able to access legal and other vital support services 

• 93% report better physical and/or mental health

Alongside our core Bike Donations Programme, we support refugee women to learn to cycle through our Pedal Power Programme; provide ongoing support with bike maintenance through our Repair or Replace Programme; and offer the opportunity for connection and friendship through our volunteer-matching Bike Buddy Programme.

“The Bike Project has given me so much more than just a bicycle — it has given me confidence, independence, and a sense of belonging. Receiving a bike as a gift allowed me to feel free in society, explore my community, and even join a cycling group where I’ve met wonderful people. 

Thank you again for everything you do. Your work changes lives, including mine.”  
Ladan, Bike Recipient 

About You and the Role  

You don’t need to have experience of being on a Board, in fact the role would be ideal for someone considering taking on their first role as a trustee. We will work with you to understand your duties and support you.

You will, however, have an excellent understanding of charity finance and understand the unique set of challenges charities of our size face in delivering impact and ensuring financial resilience. You will be an excellent communicator – able to provide constructive feedback and scrutiny at the same time as helping the team to articulate financial information to others who may not have a finance background.
 
You will be joining a highly committed group of trustees who give their time, expertise and contacts to support the charity. Our trustees are critical in enabling us to thrive and this role plays a key role in supporting the wider board to fulfil its financial responsibilities.

You will work together with the board and wider staff team to set our strategic direction and improve our work with refugees. At the heart of everything we do is the real and immediate impact a bike makes to the lives of those who have been through so much. You will be part of us achieving that.
 
The time commitment for a trustee generally totals approximately 8 hours per month. Please see the role description for further details.

We particularly encourage applications from people with lived experience of the asylum process, women, people of colour / people of the global majority, and people with disabilities.  

Application Process 

Deadline for Applications: Friday 28th August 2026

Interviews: Late September - Early October 2026

Appointment: October 2026
 
Feedback will be provided to all applicants whether taken to interview or not.

For an informal conversation about the role, please contact hradmin [at] thebikeproject [dot] co [dot] uk.

For more than a century, the RAF Benevolent Fund has stood beside the RAF Family;
through war and peace, hardship and change. From the first day in uniform to the final
years of life, we have been a constant source of emotional, practical and financial support.
Today, our work reaches serving personnel, veterans, families and the bereaved in more
than 30 countries.
As the demands on the RAF Family grow in complexity and urgency, so too must the resilience
of the charity that serves them. Our ability to provide life-changing support, whether keeping a
family in their home, helping veterans navigate injury or isolation, or walking beside the
bereaved, relies on strong, stable and sustainable income streams. Therefore, we are seeking a
Trustee with significant fundraising expertise to help shape and strengthen our long-term
financial future. The successful candidate will join our diverse and highly skilled Board and
Fundraising, Communications and Engagement Committee to:
• play a key strategic role in supporting our fundraising vision and strategy
• provide strategic input into fundraising plans and campaigns
• support and advise on income generation, donor engagement and partnerships
The full role description can be found on our website here. The role is voluntary, however
reasonable out-of-pocket expenses are paid. We will provide the successful candidate with a
bespoke induction programme and relevant training / development.
Interested?
We would love to hear from you if you have the experience and passion we are seeking.
Please send an up-to-date CV and covering email / letter outlining your background, skills,
experience and interest in the role. Email address and contact details can be found on our website. If you have any questions about the role or would like to have an informal
discussion prior to applying, please contact Lisa (information on website).
We welcome applications from anyone who has the experience we are seeking, irrespective of
background, community, industry or protected characteristics. If you require any reasonable
adjustments as part of your application process, please let us know. You must be eligible to be
a charity trustee under UK law to be considered for this role. We operate safer selection
practices; this will involve the successful candidate being required to have a Disclosure and
Barring Service check.
Applications will be considered on a rolling basis, and this position will remain open until we
have found our ideal candidate. No agencies please.