Skip to main content Skip to navigation

Southern Oaks Retirement Living

Also known as: Abbeyfield Southern Oaks, The Abbeyfield Purley Society Limited, The Abbeyfield Southern Oaks

To provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of the Abbeyfield Society.

Email Charity

Activities & Mission

To provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of the Abbeyfield Society.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£2,415,206
Latest Expenditure
£2,187,737

Financial Efficiency

Program Ratio 88.7%
% of income going directly to charitable activities

Higher than 40% of UK Social welfare charities with income £1M to £10M (sample: 1359). How is this calculated?

Overall Efficiency 97.9%
% of expenditure going to programs (vs overhead)

Higher than 52% of UK Social welfare charities with income £1M to £10M. How is this calculated?

Administrative Ratio 1.7%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 59% of UK Social welfare charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £54,473
Charitable Activities £2,130,015
Other Trading £34,092
Investments £194,839
Other Income £1,787

Expenditure Categories

Charitable Expenditure £2,142,360
Raising Funds £4,733
Governance £32,665
Grants to Institutions £0
Other Expenditure £40,644

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

The Commission record shows this related event on the register:

  • Asset transfer in in 2026 — Abbeyfield (chelsea and Fulham) Society Limited (organisation 246993)
Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£2,415,206
£2,187,737£2,142,360£14,578,979£14,578,97925 / 54
2024
£7,536,448
£2,051,986£2,031,227£12,590,666£12,590,66621 / 38
2023
£1,836,779
£1,891,659£1,891,659£7,031,221£7,025,07920 / 22
2022
£5,574,361
£5,468,446£1,748,814£7,086,101£348,38719 / 68
2021
£6,960,569
£6,910,020£6,910,020£6,749,496£6,743,35418 / 87

Staff column shows: Employees / Volunteers

Frequently asked questions about Southern Oaks Retirement Living

What does Southern Oaks Retirement Living do?

To provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of the Abbeyfield Society.

How much income did Southern Oaks Retirement Living report in 2025?

Southern Oaks Retirement Living reported total income of £2.42m and reported expenditure of £2.19m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is Southern Oaks Retirement Living?

Southern Oaks Retirement Living has a program ratio of 88.7%, meaning that share of its income goes directly to charitable activities. This is higher than 40% of UK Social welfare charities with income £1M to £10M (sample of 1359 charities). See our methodology for how this is calculated.

When was Southern Oaks Retirement Living registered as a charity?

Southern Oaks Retirement Living was registered with the Charity Commission for England and Wales on 6 April 1966 as charity number 247308. It has been registered for 60 years.

Who runs Southern Oaks Retirement Living?

Southern Oaks Retirement Living is governed by a board of 9 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Southern Oaks Retirement Living operate?

Southern Oaks Retirement Living operates across 3 areas: Croydon, Surrey and Sutton.

Is Southern Oaks Retirement Living a registered charity?

Yes — Southern Oaks Retirement Living is a registered charity in England and Wales, charity number 247308.

Details

Address
Nonsuch Abbeyfield
Old Schools Lane
Ewell
EPSOM
Surrey
KT17 1FL
Registration Date
6 April 1966
Status
Registered

Registry Information

Organisation Number
247308
Charity Number
247308

Is this your charity?

Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.

Claim this listing Learn more about premium profiles

Trustees

Charles Nicholas Shore
Clare Elliott
Douglas Kenneth Lyon Horne
Dr ANDREW MARTIN HOY
Dr Malcolm William Wakerley OBE
Jackie O'Neill
John William Mann
Susan Jane Moore
YVONNE CATHERINE MCCABE

Sectors & Classifications

Also Known As

  • Abbeyfield Southern Oaks
  • The Abbeyfield Purley Society Limited
  • The Abbeyfield Southern Oaks

Data & trust

Register data refreshed
14 May 2026
Report a data issue