u3a

Hale & District

Policies & AGM Information

CONSTITUTION

The Hale & District u3a constitution was last amended in February 2022 and can be found here.

FINANCE POLICY

All charities are required to determine their “Internal Controls” for running the charity and for Hale & District u3a.   These are documented here in the Hale u3a Finance Policy.

GROUP LEADER Financial Returns

Our financial controls extend to the various Groups we facilitate. Those Groups which undertake financial transactions are required to provide quarterly returns to the Treasurer. Proforma blank returns can be accessed via the following links:
Proforma in Word format  OR Proforma in Excel format.

DATA PROTECTION & PRIVACY POLICIES

In line with recent GDPR legislation, here is our Data Protection Policy and Privacy Policy.

PLUS ONE MEMBERSHIP

How we operate our "Plus One" policy is set out here.

ACCOUNTS & AGM Minutes - click on the links to access

Accounts Year Ending 31st March 2026

Annual Report from the Chairman - AGM 3rd June 2026

AGM Minutes 4th June 2025

REGISTERED CHARITY

Hale & District u3a is a Registered Charity, No: 1159698