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Full details about the Third Age Trust AGM for 2023 can be found on our dedicated AGM webpage.

The Finance Half Yearly Report was published in November 2023.

Once you are logged in, then you can download the finance report, in pdf format, using the link below.

You can also download the Trust's Reserves Policy and Investment Policy

Reserves Policy (173.32 KB)

Third Age Trust Investment Policy (182.62 KB)

Log in to the website and navigate back to this page to download Summary Reports from recent Board Meetings, in pdf format, using the links below.

CEO Summary Report September 2023 (186.02 KB)

CEO update June 2023 (147.96 KB)

CEO update March 2023 (84.95 KB)

CEO update Jan 2023 (210.62 KB)

If you have any queries regarding what has been discussed at our Board Meetings, please contact the Trustee for your Region/ Nation.

In April 2023 the u3a Digital Strategy was finalised and approved by the Trust’s Board. The intention is for this to be delivered over a 5 year period.

The next stage is to develop an Implementation Plan, which will identify the particular digital projects to be actioned in 2023. We will provide a further update once this work has been completed.

Log in to the website and navigate back to this page to download the u3a Digital Strategy, in pdf format, using the links below. As the full strategy document is 18 pages long we have also created a shorter, three page, Digital Strategy Summary Document.

If you are interested in finding out more about the direction and progress in creating the Digital Strategy, you can watch a video conversation between Liz Thackray and Clive Grace, who have both been very involved in the process.

u3a Digital Strategy (311.76 KB)

Digital Strategy Summary Document (113.26 KB)

Pilot Council 13 December 2023 Summary Report (239.36 KB)

Work to develop a Digital Strategy for the u3a movement began in 2022. To read the first draft document, reflecting work done and where we’d got to in November 2022, click on the link below. The document will download in pdf format.

Summary Draft Digital Strategy - Nov 2022 (389.75 KB)

If you have any queries regarding the digital strategy, do get in touch. Email This email address is being protected from spambots. You need JavaScript enabled to view it. 

The Trust employs a small team of dedicated staff, many of whom work part time. Our staff team cover a wide range of roles and responsibilities across Policy and Communications, Internal Services and Member Services.

If you want to find out more about the roles covered, you can log in to the website and navigate back to this page to download the graphic, in pdf format. 

Staff roles and hours graphic (296.3 KB)

The link will only appear once you have logged in to the website.

The Third Age Trust is working hard to make sure every penny of the £4 we receive from the membership is spent wisely.  This is an important time for the movement as we work together to raise our u3a profile, develop our strategies for the future and encourage many more people to join us.  

The Trust is supporting u3as and members every day on a wide range of matters, whether that’s through advice and information, insurance, IT, governance, finance, special projects or through communications and publicity.    From the many conversations we are having with members across the movement – we are hearing that u3as want to know how their money is being spent.   We have created an infographic to show exactly to the penny how your £4 is helping us deliver services and support to the u3a movement.

The link to download the infographic, in pdf format, will only appear once you have logged in to the website.

£4 u3a members subscription breakdown (381.4 KB)

Remember, if you are not already logged in to this website, then most of the reports available to download from this page will not be visible.

Log in to the website and navigate back to this page to download the reports.