The renovation of Appleby Almshouses 2023-2026

CASE STUDY: Hospital of St Anne almshouses, Appleby-in-Westmorland, Cumbria

The Almshouse Association agreed a loan of £100,000 towards the refurbishment of all thirteen almshouses.


How our fundraising helps almshouse charities
If a charity does not have sufficient funds to carry out necessary works to their almshouses, part of the service The Almshouse Association offers its member charities is financial help in the forms of grants and loans.


The Charity has generously documented their project to support others undertaking similar work and to demonstrate how funds raised by The Almshouse Association are helping almshouse charities update their properties, ensuring both their longevity and the comfort of their residents.

Lady Anne Clifford (1590– 1676) was the last member of one of England’s great medieval dynasties. Lady Anne became something of a legend in her own lifetime and has remained a celebrated figure in the history of northern England ever since. After successfully fighting a 40-year battle for her right to inherit her father’s estates, she devoted herself to restoring and enhancing the castles and churches on her lands.

Lady Anne completed the almshouses in 1653 soon after her return to Cumbria. A group of voluntary trustees are now responsible for the care and maintenance of the properties, which have been modernised many times over the years.   

13 houses make up the group, each house lived in by a single lady as set out in the original Trust Deeds.

Over the years, the maintenance has been funded by the income from a local farm, left in Trust by Lady Anne Clifford for that purpose.

As the buildings aged, and as a result of inappropriate finishes such as cement plaster and poor ventilation, damp was becoming  an increasing problem. The residents were troubled by this and the trustees recognised that they needed to act. If the almshouses were going to be a desirable place to live for the next 40 years, then the trustees had  to improve the fabric of the building and the infrastructure.

With a few vacant properties, the trustees are able to refurbish the houses in phases, as the ladies are prepared to move temporarily to completed houses, before returning to their original houses in due course.

2023 saw an ambitious programme of redevelopment move to the drawing board and the plan is now well underway. 

Execution of the plan will:

  • improve insulation in the roof and on the walls
  • install modern and efficient heating and hot water systems with a single air source heat pump distributing heat around all 13 houses
  • upgrade the ventilation systems
  • improve bath and shower facilities
  • rewire and replumb all the houses
  • install new kitchen facilities
  • improve storage for rubbish and recycling.

These changes are designed to make the properties appropriate for the next 30-40 years, and ensure that the almshouses remain a safe, comfortable and enjoyable place to live.

Damp walls before work started
Insulated lime plaster
New heating plant room under construction

The work is likely to cost around £1.3m plus fees.

The Almshouse Association has generously supported the project with a £100,000 loan which is repayable over 10 years.

Additional work has been funded by capital held in reserve, Government Grants from Homes England (payable retrospectively), bank loans and other grants. We did not receive the full funding we might have liked, but had clear phases in the redevelopment that we could defer, so that we could do the most necessary work with the funds secured.

There have been a number of challenges along the way which are related to the structure of the Charity, issues of trustee liability, registration of land and buildings held since 1651 and securing finance, all in addition to complex but manageable design decisions, the planning process, builders’ tenders, archaeology, bats surveys and more.

  • A project manager was appointed early on in the process. They have worked with the residents, trustees, architects and other consultants to get the project financed and underway.
  • With the almshouses being a listed building, a significant amount of work was carried out in advance of starting the works. The costs associated with this initial work should not be underestimated. 
The front door (and only access to the site)
  • An ambitious air source heating system is being installed in a newly built annex, with a distribution system around all 13 houses. Residents will be able to draw heat though their own metered supply.  However, it is planned to maintain a core base temperature to ensure that the fabric of this old building remains warm and dry. 
  • The latest insulated lime plaster finishes are being applied which will provide warm breathable walls.  Insulated limecrete floors are being laid to replace simple cement screeds, or thin sandstone flags.  New roof insulation will be laid on thickly.
  • Improved ventilation for the kitchen and combined living area, along with the bathrooms will further reduce the potential for damp.
  • We started with a number of vacant houses and these are being upgraded first. Current residents will then move into the completed houses, and we will then embark on second and then third phases to complete all 13 houses by 31 January 2026.
  • Advertising for new residents wishing to take up residence in the vacant units after completion will start shortly.
  • The first houses should be complete by the end of June, along with the commissioned heating system.

The trustees have been well supported by conservation architects, M and E consultants, engineers, quantity surveyors, and especially by sympathetic builders who are working on a site with residents to accommodate, very limited access and a constricted site.

A book could be written about all the lessons learned. 

The standout lessons are that such projects take time to brew, and that there are many hurdles to gently leap over along the way. Renovations are not cheap and a significant fighting fund is needed to achieve all the benchmarks needed before major funding becomes available, in our case from Homes England.

The project timing is now being driven by the need to complete within the timescales for funding by Homes England. Ideally we would have fully achieved land registration, corporate structure changes and bank security in advance of starting building. 

This is not a project to undertake on a shoestring budget. Fortunately, the trustees had significant reserves, but these have been well used in advance of receiving outside funding. The Almshouse Association loan has been invaluable in the early stages of building work, as we do not receive Homes England funding until the work is complete. 

We have been well served by our advisors and professionals. They have advised the trustees in a timely way, and by not cutting corners, have made sure that most problems have been foreseen and dealt with in advance of going on site. 


The Almshouse Association would also like to thank all the people and organisations who so kindly donate to The Almshouse Association and leave gifts in their Wills. Without their generosity, we would not be in a position to help support almshouse charities with their renovations and new builds.

The Almshouse Association awards loans and grants to our member charities every year. In 2024, £813,667 was approved in new loans and grants totalled £60,000. Charities pay no interest on the loans, just a small administration fee. As they make repayments on the loans over a ten-year period, the Association can continue to offer loans to charities year after year, meaning that your donations continue to support almshouses and their residents in perpetuity.

If you are interested in making a donation to The Almshouse Association or leaving a gift in your Will, please do visit our Support Us pages here.



Historic Derbyshire almshouse secures Section 106 funding

CASE STUDY: Preserving heritage, embracing sustainability: How a 16th-Century Derbyshire almshouse charity secured Section 106 funding and modernised for a low-carbon future.

The Anthony Gell and The Anthony Bunting Almshouse in Derbyshire, a Grade-listed building with over four centuries of history, recently underwent a transformative refurbishment to preserve its legacy while aligning with contemporary energy efficiency standards. Spearheaded by The Anthony Gell and The Anthony Bunting Almshouse Charity, the project secured £400,000 through Section 106 funding to revitalise the building’s four flats and future-proof its infrastructure with cutting-edge, sustainable technologies. The securing of Section 106 funding is particularly noteworthy, as almshouse charities that are not registered providers often face significant challenges in accessing these funds.

Built over 440 years ago, the almshouse has served the local community for generations. Despite its historical significance, it fell into serious disrepair by the mid-20th century. In 1958, Derbyshire authorities deemed it unfit for public investment. Sporadic maintenance continued for decades until the charity’s trustees, recognising the need for a complete overhaul, approached Derbyshire Dales District Council in 2022 to initiate a comprehensive renovation.

The vision: to transform the building into a model of low-carbon, affordable housing—while honouring its historical character.

Initial discussions with the District Authority began in early 2022, presenting both the pressing need for affordable housing in the region and the unique opportunity to restore a heritage asset. In December 2023, this culminated in a £400,000 grant awarded through Section 106 funds, with key backing from Rob Cogings, Director of Housing at the District Council.

“The Council is pleased to have worked in partnership with the almshouse charity to secure the long-term future of the four flats and significantly improve the energy efficiency of the homes,” said Cogings.
“It is great to see these historic homes given a new lease of life.

To support the bid, the Council also funded extensive expert consultations—from heritage specialists to building engineers—and appointed an architect to oversee the works, ensuring compliance with conservation standards while enabling modern upgrades.

Construction Phase Launch:
Work began in December 2023, guided by a detailed project plan and pre-agreed contracts. Key milestones included:

  • Thermal efficiency upgrades: Original internal plaster was removed from exterior walls and replaced with high-performance insulating plaster. Despite cold and damp conditions, residents noticed immediate warmth.
  • Air source heat pump installation: A new, low-carbon heating system was introduced using an air source heat pump, with individual immersion heaters in each flat for hot water needs.
  • Ventilation an heat recovery systems: Each flat received an independent mechanical ventilation and heat recovery unit to retain heat while managing airflow.
  • Double glazing: All windows were replaced with modern double-glazed units to eliminate draughts and improve thermal performance.
  • Interior modernisation: New kitchens and bathrooms were fitted to improve residents’ comfort and quality of life.

While conservation restrictions prevented the installation of solar panels, the overall energy transformation was significant.

A post-renovation energy performance evaluation revealed remarkable improvements:

  • CO₂ Emissions Reduction: From 5.5 tonnes to 0.5 tonnes per flat per year – a 90% reduction.
  • Affordability: Heating costs for residents have dropped to manageable, affordable levels, supporting the building’s social mission.
  1. Expert advice is invaluable
    Engaging specialists—heritage experts, engineers, and architects—was crucial to ensuring compliance, innovation, and long-term resilience.
  2. Local Authority collaboration is key
    Active support and co-operation from planning authorities smoothed the path for approvals, funding, and project momentum.
  3. Heat pump installation requires flexibility
    Adapting space to house modern energy systems may require compromises—but the benefits in carbon savings are considerable.
  4. Resident adaptation must be supported
    Living in a well-insulated, airtight environment requires adjustment. Providing residents with education and ongoing support was essential.

The Anthony Gell and The Anthony Bunting Almshouse project stands as a blueprint for balancing historic preservation with modern sustainability.

Thanks to thoughtful planning, collaborative governance, and strategic investment, this 16th-century institution is now poised to serve future generations—comfortably, affordably, and sustainably.

The legacy of Anthony Gell and Anthony Bunting lives on – not only in bricks and mortar, but in a forward-thinking vision of heritage housing reimagined for the 21st century.


Perry Almshouses Case Study: Window Replacement in Grade II Listed Building

The Almshouse Association recently approved a loan of £25,013 to the Perry Almshouses to support the replacement of kitchen single glazed Crittall metal windows with slimline double glazed units in seven of their properties.

If a charity does not have sufficient funds to carry out necessary works to their almshouses, part of the service The Almshouse Association offers its member charities is financial help in the forms of grants and loans.

The Charity has generously documented their project to support others undertaking similar work and to demonstrate how funds raised by The Almshouse Association are helping almshouse charities update their properties, ensuring both their longevity and the comfort of their residents.


CASE STUDY: Perry Almshouses has been held in Trust since 1851 and have provided accommodation for 170 years. Comprising of 10 one-bedroom cottages providing community housing, a sense of friendship, safety, and security for residents.

KEY FACTS

  • Building type: Grade II listed building built 1851.
  • Original windows: Single-glazed metal.
  • Replacement: Double glazed bespoke units.
  • Funding: A 25K loan from The Almshouse Association.

KEY FACTS

  • Adhering to strict conservation regulations.
  • Sourcing bespoke windows to match the building aesthetic.
  • Overcoming practical installation challenges due to the buildings age.

Replacing the single-glazed metal windows in a Grade II listed building posed several significant challenges.

One of the foremost hurdles was adhering to the strict conservation regulations that govern alterations to listed properties.

These regulations required that any changes preserve the architectural and historical integrity of the building, necessitating careful design and approval processes.

Additionally, sourcing bespoke double-glazed windows that matched the original aesthetic while providing improved thermal efficiency proved to be a complex task.

The constraints of maintaining the visual harmony of the building’s design meant that off-the-shelf options were not viable, and custom solutions required collaboration with specialised manufacturers.

CJL Designs, with over 25 years’ experience of restoring many types of windows in protected Grade I and Grade II listed buildings, offered a fully qualified window restoration and conservation service.

Practical challenges also emerged during installation

The age of the building introduced issues such as uneven window frames and delicate surrounding structures, requiring precise craftsmanship and specialised tools to avoid damage.

The project also had to consider the impact on residents, ensuring minimal disruption during the renovation process.

The chosen solution for replacing the single-glazed metal windows involved commissioning bespoke double-glazed units that met both conservation requirements and modern performance standards.

The design process began with extensive research and collaboration with specialists, including conservation officers, appointing a lead contractor who had expert conservation experience and who was able to coordinate other contracting disciplines to provide a total turnkey solution. This ensured that the new windows closely matched the original aesthetic while incorporating advanced glazing technology.

The bespoke windows were crafted using high-quality materials that replicated the slim profiles and detailing of the original metal frames. To comply with listed building regulations, the team worked closely with the local planning authority to secure the necessary approvals, providing detailed drawings and specifications to demonstrate how the replacements would preserve the building’s character.

During the installation phase, specialised techniques were employed to address the building’s unique challenges. Precision fitting was crucial to accommodate the irregularities in the window frames caused by the building’s age, ensuring a seamless integration. Careful attention was paid to avoid damage to the surrounding structures, and steps were taken to protect the interior and exterior of the property during the work.

The replacement of the kitchen’s single-glazed metal windows with bespoke double-glazed units yielded a range of positive outcomes. The new windows significantly improved the thermal efficiency of the space, reducing heat loss and lowering energy consumption. This enhanced energy efficiency contributed not only to cost savings but also to a more environmentally sustainable household.

Acoustic insulation was also greatly improved, with the double-glazed units effectively reducing external noise, a particularly notable benefit for a kitchen that sees frequent use. Feedback from residents highlighted increased comfort and satisfaction with the space, reinforcing the success of the project.

KEY FACTS

  • Improved thermal efficiency and acoustic insulation.
  • Positive feedback from residents.
  • A blueprint for future renovations in properties.

The new kitchen window is perfect thank you” – Janet Saunders – resident

Importantly, the project was completed in full compliance with listed building regulations. The bespoke windows preserved the historical character of the property, earning positive feedback. The seamless integration of modern functionality with traditional aesthetics serves as a model for similar renovations in heritage properties.

As a small almshouse charity obtaining funding was crucial for the project’s success to be completed as one-off project. To fund the project using reserve funds or any capacity from the income expenditure account would have required a longer timeframe for installation.

The Almshouse Association interest free loan of 25K provided the ideal solution. The 4-stage application process was robust; however, support, advice and guidance was readily available from the Loans and Grant Team.

An additional grant of £1.5K was also provided from the Winterbourne Parish Council, which has always been supportive and strive to support local communities and parishioners of Winterbourne. Their loan and grant enabled the replacement of single-glazed windows with bespoke double-glazed units, meeting heritage standards while improving energy efficiency and comfort.

The funding eased the financial strain of this specialised project and highlighted the importance of preserving heritage properties. The Almshouse Association’s and Winterbourne Parish Council’s support modernised the property while maintaining its historical integrity.

The replacement of single-glazed metal windows with bespoke double-glazed units in this Grade II listed building demonstrates how modern needs can be harmonised with historical preservation. By carefully adhering to conservation regulations and employing a thoughtful design process, the project successfully balanced the demands of heritage aesthetics with the benefits of improved energy efficiency and acoustic insulation.

This case study highlights the importance of collaboration between conservation authorities, specialised manufacturers, and skilled contractors in achieving such a complex renovation. The project serves as a valuable example for similar endeavours, offering insights and strategies for overcoming challenges while respecting the integrity of heritage properties.

Case study author – A Bebbington tony.bebbington62@gmail.com


Project Partners



From Struggle to Strength: how the Association helped revive Clear Cottages

As the Clear Cottages almshouses celebrate their centenary, Mavis Howard shares their remarkable story – a journey from near-closure to thriving community homes. It’s a tale that could have ended very differently, had it not been for the determination of the trustees and timely support and guidance of The Almshouse Association.

“In 1925, four almshouses were gifted to the village of Melbourn, Cambridgeshire, by Francis John Clear. These homes, intended for spinsters or widows who were both natives and long-term residents of Melbourn, opened their doors on 18th June of that year. The first resident was, delightfully, a Mrs. Christmas.

I first became involved with the Francis John Clear Almshouses in 1976, when I joined the Parish Council and was appointed as their representative on the Board of Trustees. Although I retired from the Council after 27 years, I continued as a trustee – and have now written 49 annual reports!

When I joined, the almshouses were facing financial difficulties so severe that closure was considered. We approached the District Council to see if they might take over the homes as part of their housing stock, but the proposal encountered significant challenges. The Chairman at the time then contacted the Charity Commission to explore the possibility of winding up the charity. Fortunately, they refused to allow it.

It was then we turned to The Almshouse Association, and were met with the kindness and wisdom of Mr. Flatley. He visited us personally and quickly identified the root of our financial troubles: an outdated oil-fired heating system installed in the 1960s. Thanks to his intervention, we received a £4,000 loan to install modern gas central heating. This single improvement marked a turning point in our fortunes.

We added a nameplate beneath the original Founder’s Stone, renaming the buildings ‘Clear Cottages.’ With careful management and a growing bank balance, we began to upgrade the homes, adding double-glazed windows, insulated roofing, enclosed porches, and, after the passing of a long-term resident, a full modernisation of one cottage, complete with a wet room and updated kitchen, while preserving cherished period features like the built-in dresser and cottage doors.

Eventually, our Quinquennial report revealed the need for a new roof – a daunting expense. Once again, we turned to Mr. Flatley for advice. Rather than advising us to sell investments at a bad time, he offered an interest-free loan, repayable over ten years. It was nothing short of a lifesaver.

Today, all four properties have been fully modernised and are highly desirable. In fact, most tradespeople who visit ask to be added to a waiting list – only to be told there isn’t one, and that gentlemen need not apply! 🙂

Over the years, our trustees have been a dedicated and hands-on group, and our team of local tradesmen take genuine pride in maintaining the cottages. As we celebrate the almshouses’ 100th anniversary, I find it humbling to reflect that I’ve been a part of their story for nearly half of that time.

While we may be considered “newcomers” in the grand history of almshouses, I wanted to share our journey and express our deep gratitude to The Almshouse Association. Without their guidance and generosity, we might not have made it to this remarkable milestone.”

Back of the cottages

Case Study 2: The Frances Geering Almshouses

Phase 1, Part 2

The Frances Geering Almshouse Charity in Harwell, Oxfordshire received a £50,000 loan from The Almshouse Association to support the required works to reduce significant damp problems. This included a new drainage system, double glazed windows and the re-plastering of internal and external walls with lime based materials.

In May 2024, the Charity shared with us Part 1 of Phase 1 of their two-phase project. We are now pleased to confirm that, with the completion of this Part 2, Phase 1 is officially complete.

The Frances Geering Almshouses, a Grade II* listed building over 300 years old, recently underwent significant renovations aimed at reducing longstanding damp issues. This was Phase 1 of a two-phase restoration effort initiated after a Quinquennial review by the trustees.

  • Saved Funds: £50,000 saved over 10 years
  • Loan from The Almshouse Association: £50,000 (interest-free)
  • Additional Fundraising: Contributed to closing the budget gap
  • Estimated vs Actual Costs:
    • Estimated: £120,000
    • Final Cost: Approximately £140,000
  • Installation of independent foul and storm water drainage systems
  • New soakaway constructed
  • Patios and paths ripped up and re-laid to accommodate new drainage
  • Gravel strips added between building and paths to aid breathability
  • Use of gravel grids and shingle to allow water runoff and easy access for wheelchairs
  • New cast aluminium gutters and downpipes
  • Removal of old cement render; replaced with lime mortar
  • Full re-rendering of external walls
  • Repainting of all external woodwork
  • Installation of Landvac double-glazed sash windows with Bathstone sills
  • Internal wall insulation using Gutex wood fibre
  • Breathable plaster and paint applied throughout
  • Interior completely redecorated
  • New carpet and vinyl flooring installed
  • Unexpected discovery of shifted brickwork after plaster removal
  • Structural reinforcements:
    • Steel rods inserted
    • Partial oak beam replacements
    • Steel straps to secure walls and ceilings

Heating System

  • Replaced 30-year-old radiators with modern efficient models
  • New pipework installed and boxed in

Woodwork

  • Skirting boards replaced due to woodworm
  • Curtain pole fixing points added

Electrical Work

  • Additional wall sockets installed, positioned higher for accessibility

Temporary relocation

  • Resident moved to local accommodation for five months

Post-renovation benefits

  • Warmer home
  • Lower heating bills
  • No signs of damp to date

Team structure

  • A sub-committee of two trustees and the clerk managed the project
  • Regular site visits and trustee updates ensured smooth execution
  • Major decisions were referred to the Chairman

Contractors and partnerships

  • Three main local companies were employed for key works
  • Smaller local businesses handled supplementary tasks
  • Good relationships with contractors contributed to quality outcomes

Grant application setbacks

  • Multiple applications for grants were unsuccessful
  • Primary reason: Small number of beneficiaries (only two residents)

Fundraising initiatives

  • Registered with HMRC for Gift Aid on donations
  • Set up a GoFundMe page for online donations
  • Collaborated with local events for donation proceeds

Scope of Phase 2

  • Roof and gully structural repairs
  • Brickwork re-pointing

Status

  • Pending fundraising success
  • Planned once adequate funds are secured

A sincere thank you to The Almshouse Association for their generous £50,000 interest-free loan. Their guidance and support were instrumental throughout the planning and execution of the project.


We would like to thanks all the trustees and contractors for their hard work and determination to ensure these beautiful almshouses have been preserved and can continue to provide safe and warm homes to people in need for many more generations to come.

We would also like to thank the people who so kindly donate to The Almshouse Association or leave gifts in their Wills. Without their generosity, we would not be in a position to help support almshouse charities with their renovations and new builds.

The Almshouse Association awards loans and grants to our member charities every year. In 2024, £813,667 was approved in new loans and grants totalled £60,000. Charities pay no interest on the loans, just a small administration fee. As they make repayments on the loans over a ten-year period, the Association can continue to offer loans to charities year after year, meaning that your donations continue to support almshouses and their residents in perpetuity.

If you are interested in making a donation to The Almshouse Association or leaving a gift in your Will, please do visit our Support Us pages here.


Historic England: A Guide to Managing Change

We are pleased to announce that Historic England has published their eagerly awaited advice note: Historic Almshouses: A Guide to Managing Change.

The advice note suggests how the heritage significance of almshouses can be conserved as proposals for upgrading are developed.

As times change and the need for affordable accommodation is widely felt, provision of appropriately accessible and comfortable homes with contemporary standards of accommodation, allowing residents to remain independent in their homes for as long as possible, is essential. Almshouses derive a distinctive form from their use in providing communal housing, which has continued for centuries. This advice note suggests how significance can be retained while supplying more comfortable and appropriate housing.

Contents

  1. Introduction
  2. What are almshouses?
  3. Historical overview
  4. Legal and policy background
  5. An approach to change in almshouses
  6. Characteristic changes to almshouses
  7. Applications for change
  8. Further reading

Published 7 April 2025

Download here: Historic Almshouses: A Guide to Managing Change (PDF, 1.07 MB)

The advice note is accompanied by case studies (see below) illustrating good practice in developing proposals for development works affecting listed almshouses.

Case studies

The following case studies accompany the advice note and illustrate good practice in developing proposals for development works affecting historic almshouses.

As proposals for change should be developed following the staged approach given in section 7 of the advice note, a brief historical and architectural background is sketched in, followed by a discussion of the need for change in each case and how the proposal conserves significance and avoids harm.

Special thanks to all the almshouse charities who helped Dr Richard Morrice write the case studies and allowed him to photograph their buildings.

Accessibility

If you require an alternative, accessible version of this document (for instance in audio, Braille or large print) please contact us Customer Service Department Telephone: 0370 333 0607 Email: customers@HistoricEngland.org.uk


New resident enjoys refurbished almshouse in Abergwyngregyn

Case Study: The Almshouse Association recently awarded Abergwyngregyn Almshouses a £10,000 grant to support their refurbishment project.

If a charity does not have sufficient funds to carry out necessary works to their almshouses, part of the service The Almshouse Association offers its member charities is financial help in the forms of grants and loans.

The Charity has kindly documented their refurbishment project on Bodalun Almshouse (one of their two almshouses) to share.

A small almshouse charity responsible for just two almshouses located in the village of Abergwyngregyn, on the northern edge of Eryri National Park. The almshouses are a pair of single-storey one bedroom cottages (originally 3 units), built in the mid-nineteenth century to provide accommodation for “poor persons of good character who have resided in the parish of Aber for not less than five years preceding the time of their appointment”.

In December 2023 Bodalun became vacant after being occupied for many years by a resident who had been unwilling to consider major change; however, once the property was empty it was clear that comprehensive upgrading was needed before Bodalun could be offered for re-occupation. The works included:

  • replacement and upgrading of the kitchen and bathroom facilities
  • replacement of the old heating/domestic water system with a combi-boiler
  • new floor coverings throughout and other measures to improve the accommodation’s thermal efficiency.

Work commenced in summer 2024, though an early setback occurred when a hidden water pipe just beneath the bathroom floor was accidentally punctured, causing flooding and requiring a full drying-out process. Fortunately, the project progressed largely as planned thereafter, with the exception of a further delay when their original decorator became unexpectedly unavailable, prompting a last-minute search for a suitable replacement.

The refurbishment works are now complete and Bodalun was re-occupied in February 2025. The new resident, a lifelong member of the Abergwyngregyn community, has moved from a three-bedroom housing association property – now freed up for a family in housing need – into the newly upgraded accommodation.

He is settling in well and is very happy with his new home, which is far easier to manage and keep warm.

Aber Almshouse Charity is most grateful to The Almshouse Association for its invaluable support, which has played a vital role in ensuring the continued availability of almshouse accommodation in Abergwyngregyn for years to come.


Dr Radcliffe’s Almshouses given new lease of life

Case Study: New side porches for Dr Radcliffe’s Almshouses, Steeple Aston, Bicester, Oxfordshire

If a charity does not have sufficient funds to carry out necessary works to their almshouses, part of the service The Almshouse Association offers its member charities is financial help in the form of grants and loans.

The Almshouse Association provided Dr Radcliffe’s Almshouses with a £40,000 loan to replace the porches on their two almshouse dwellings. We thank Richard Preston, Chairman of Dr Radcliffe’s Almshouse Trustees who has put together the information below for us to share with you.

The two almshouses, circa 1900

Steeple Aston has two almshouses in the village, dating back to 1640 and built under the guidance of Samual Radcliffe, the rector of the village at that time and principal of Brasenose Collage, Oxford.

Originally, two single-room, one-storey properties until 1812, when a first floor was added to both. In the 20th century, a kitchen and bathroom were added, and at some stage, a porch-style structure was added to No. 1 and a lean-to attached to No.2.

Around the end of 2021 it was identified that some major repair work was required to No. 1’s porch so the Charity decided to apply to the local district council for work to repair the situation. It was at this stage, the Charity realised that detailed plans and designs were required to meet the listed building requirements and that both properties needed to be matched to meet planning and conservation requirements.

After some exploration, the Charity managed to find an architect to draw up a design that met the council’s specification and then submitted it to planning for approval.

Once approved, a contractor capable of completing the work was needed, so the Charity put their project out to tender. By this point, it had become clear that the work would be expensive, but fortunately, they managed to secure a local builder they were familiar with and who came in at the most competitive price.

No. 1 – timber side extension failing due to rot
No. 2 old lean-to

Eventually, the work commenced with no major issues other than those to be expected from a building of this age. The almshouses now feature two identical extensions, thoughtfully designed to complement the original building, replacing the poorly constructed timber side extension at No. 1 and the questionable lean-to at No. 2. The build included:

  • Front elevation now in local stone
  • Timber windows
  • A roof and a timber door which are both aesthetically pleasing and secure.
  • The flooring is now in quarry tiles and once the weather allows, the access pathway will be finished in a resin surface to make the whole area look so much better and safer to walk on.
  • Bin storage has been added to both properties and
  • additional electric sockets in the extension allows better use of that area.
New windows replace old lean-to

Sadly, the occupant of No. 1 passed away at the remarkable age of 95 at the start of the construction work — though it’s worth noting the two events were entirely unrelated. This gave the trustees an opportunity to refurbish No. 1, and a new occupant is set to move in on 1 April 2025.

No. 1 porch almost completed, bar the resin pathway
No. 2 almost completed

The main challenge was to find the funding of £65,000 as the Charity’s funds did not stretch that far.

With the help of The Almshouse Association and the local Dr Radcliffe’s School Foundation, the Charity was able to secure the funds required and work commenced during early Autumn of 2024.

Digging down to create footings, drains were found that no one had any knowledge of, and some modifications were required to make safe and, in some cases, make access for future maintenance should this be necessary. The weather was not always compatible with exterior building but eventually, the job was completed and the resident in No. 2 was able to supply tea and coffee when required by the builders.

Advice for charities contemplating a similar job.

New skylight

Richard Preston comments, “If I had to give any advice to anyone contemplating a similar job, I would advise them to use a contractor that is known to them and can work around issues that will crop up with a building that has been around for a few centuries. Our builder has come in on budget and has managed to solve some issues that other builders might well have struggled with. Always keep calm and remember, if a problem arises, there is always a solution!

Many thanks to The Almshouse Association for their invaluable help and advice and I believe we are now in a much stronger and secure position that we have ever been previously.


Did you know?

Funds used by The Almshouse Association to make loans to charities last in perpetuity. Loans to charities are interest-free with just a small setup fee. As they pay back the loan over a 10 year period, the Association is able to re-lend out the funds over and over again, ensuring more almshouses can be built or older almshouses can be preserved with a new roof or modernised with extensions or wet rooms. So if you are thinking about contributing to our rolling charity support fund by making a donation or leaving money in your Will, you will know that your money will be helping to change people’s lives for the better for many, many generations to come.

To find out more, please click here



Association loan supports refurbishment of two Shrivenham almshouses

Case Study: Viscountess Barrington Homes for Disadvantaged Ex-service Personnel

If a charity does not have sufficient funds to carry out necessary works to their almshouses, part of the service The Almshouse Association offers its member charities is financial help in the forms of grants and loans.

In April 2024, The Almshouse Association provided the almshouses of Viscountess Barrington Homes for Disadvantaged Ex-service Personnel with a £100,000 loan to support the refurbishment of a pair of semi-detached almshouses.   

The Trust kindly put together the case study below for us to share with you.

The Trust was established in the early 1920s to promote well-being in the village and to provide homes for veterans returning from World War I. Most of the homes were built in the 1920s and included workrooms to encourage occupants to provide for a living for themselves.

An additional  block of four apartments was completed in 2004; one of the original semi-detached houses on the High Street was converted to two flats in the 1990s; and an adjacent semi-detached house was converted into flats in 2023.

The Objects of the Trust
To provide housing for beneficiaries, defined as former members of the armed forces or dependants thereof, who are in need by virtue of disability, financial hardship, sickness or old age, and are capable of independent living. Applicants should ordinarily be resident within 100 miles of Shrivenham or have family ties to the Shrivenham area.

There are currently 14 homes (6 houses and 8 apartments) housing 21 adult residents. A long-term program of major refurbishment commenced in the 2020s to ensure that the properties are fit for purpose, particularly in terms of insulation and the prevention of damp. One block of two semi-detached houses was completed in 2021, and the conversion of a three bedroomed house into two flats was completed in 2023. Further modernisation and refurbishment were planned when finances allowed, the most important of which were the semi-detached houses at 1 and 3 Recreation Ground Lane.

The biggest challenges to overcome to enable the project to begin were: the identification of available finance; and where to house the residents while the work was ongoing.

The Trust had enough in reserve to fund half of the project, but it would be so much more economical to complete the whole project at once. The approval of a £100,000 loan from The Almshouse Association provided the impetus required to satisfy this objective.

When one of the residents in a neighbouring house had to vacate to be moved into care, this gave the opportunity for both pairs of residents to be temporarily housed for approximately 3 months each in the vacated house while their houses were being upgraded.

The residents of one of the houses had been suffering medically from the damp state of their home, with mould being a frequent visitor. Their neighbours had no upstairs bathroom, which meant a trip down the stairs and through the kitchen to visit the loo in the middle of the night. Of course, this was an improvement over that experienced by the original residents in the 1920s, when the only loo was the outside privy!

For both houses, there was very limited insulation with sound proofing also very poor. The chimneys were no longer in use and were a cause of ongoing maintenance costs. The render had been patched over the years but was hollow in places, was of the old style non-breathable variety, and cracked.  This did not help with water ingress, insulation or airflow.

old render
original kitchen, leading to..
..old bathroom

The project was scoped and estimated at approximately £200,000, to cover the refurbishment of both houses, internally and externally. This included creating  open plan kitchen-diners, updated kitchens and downstairs shower rooms, and (for one of the properties) an upstairs bathroom. The heating systems were also to be replaced. External work included removal of the original (1920s) chimneys and very old render, replacing with a modern breathable render system. The guttering and roof trim were also renewed.  These improvements have enabled the residents to enjoy much better insulated, damp proofed and therefore warmer homes.

dry lining external walls
insulating and sound proofing internal walls
tackling the old render

Refurbishing these two properties continued the theme of modernising the property portfolio which had begun pre-covid.  A major driver for this project and the wider improvement program is to improve the energy performance of our homes, both to protect the environment and to ease the running costs for our residents. This is in line with our goal of ensuring that active and independent residents can enjoy accommodation in line with 21st century living, at contribution rates that are affordable to those in need. 

new kitchen leading to dining room. The dining room was previously the kitchen
new dining room leading to kitchen. The build also included a remodelled shower room downstairs and..
..a new upstairs bathroom was added too

Whilst we had enough funds to do at least one of the houses, it was much more economic to do the complete block. The £100,000 loan ensured that this was possible and expedited the overall property portfolio enhancement project. Without it, one pair of our residents would still be living in below par accommodation, waiting for us to rebuild our cash reserves.

In hindsight, and if we had realised the option of Almshouse Association funds a year earlier, we would have changed the project schedule to begin with the exterior work.  

It would also have been beneficial to have done this external work in the spring-summer, rather than late autumn-winter when the many wet days were not conducive to removing/applying the render. The removal of the old render proved more difficult than envisaged due to it being placed over a metal mesh; this took longer than expected to remove, and caused some disturbance to the inside walls, meaning some rework internally. However, our excellent contractor made good all the damage at very little additional cost.

The overall retrospective view was that the disruption of moving out for the duration of the work was very worthwhile. They now appreciate much cosier and more modern homes which they hope to enjoy for many years.

front
back

Local residents have also commented on the improved external view of the properties.

As long as you have a justifiable business case, then bite the bullet sooner rather than later. The residents really do appreciate the time and trouble.


Did you know?

Funds used by The Almshouse Association to make loans to charities last in perpetuity. Loans to charities are interest-free with just a small setup fee. As they pay back the loan over a 10 year period, the Association is able to re-lend out the funds over and over again, ensuring more almshouses can be built or older almshouses can be preserved with a new roof or modernised with extensions or wet rooms. So if you are thinking about contributing to our rolling charity support fund by making a donation or leaving money in your Will, you will know that your money will be helping to change people’s lives for the better for many, many generations to come.

To find out more, please click here


posted February 2025


Case Study: The Almshouse Charity of Sir John Offley

The Almshouse Charity of Sir John Offley was awarded a £50,000 loan from The Almshouse Association rolling fund in the first quarter of 2024 to assist with the renovation of No.2 Greyhound Cottage, Madeley, Staffordshire.

History

The original almshouses which are in Madeley, Crewe, CW3 9PW were built in 1645, paid for by money left in the Will of Sir John Offley of Madeley. They were endowed and built under the terms of the Will of 1645. The properties were extended and improved by Hungerford, Baron of Crewe in 1889 and again in 1968. The properties were listed as Grade 2 in 1966.

Since 1968 they have been further improved with modern kitchens and bathrooms. Extensive re-roofing was carried out in 2016 at a cost of £35,000 and in 2023 the windows to the front of the properties which were iron framed in oak surrounds were replaced as per the originals at a cost of £46,000. A grant of £5,000 was received from Newcastle Under Lyme Borough Council towards the cost of the work with the balance coming from the Charity’s reserves.

Area

The village of Madeley has origins in the Saxon period and is mentioned in the Doomsday Book. It is an attractive village which has a mix of Local Authority and private dwellings served by a number of small businesses.

It was originally a mining village with Lycett Colliery being close to Madeley. The colliery was closed in 1957. Madeley is situated approximately five miles from Newcastle Under Lyme and Stoke on Trent with Crewe being approximately eight miles away, thus providing excellent road and rail links to all parts of the country. It has two primary schools and one secondary school.

The Project

The demand for low cost housing has, over the past few years, become a major issue with high rents and few suitable properties being available. The trustees have, for a number of years, looked for land on which to build additional almshouses but without success.

In 2019 the trustees decided to purchase two small properties in Madeley, No.1 Greyhound Cottage and Pool View. These properties were separated by No.2 Greyhound Cottage. The two properties were purchased and renovated at a total cost of £220,000 with the proceeds coming from the Charity’s reserves.

In 2023 No.2 Greyhound Cottage became available for purchase.

The trustees considered this an ideal opportunity to own the three properties. Nos.1 and 2 Greyhound Cottages are semi-detached cottages built in 1868. Pool Cottage, which has a passageway separating it from Greyhound Cottages, was built in the mid to late 1900 century.

No.2 Greyhound Cottage was purchased in February 2024 at a cost of £132,788. The property was in a poor state of repair and needed extensive renovation and repairs.

Quotes were obtained showing estimates of between £60,000 and £75,000. At the rear of the property is a substantial strip of land which could be suitable for future development.

The house needed to be completed gutted

The improvements to the property comprised:

  • Damp course and complete re-plastering
  • Re-roofing
  • New staircase
  • New floors and coverings
  • Complete re-wiring
  • New plumbing and bathroom fittings
  • New kitchen
  • New central heating system
  • New interior and exterior doors
  • New windows throughout
  • New rainwater goods
  • Decorating

The extensive renovations of No.2 Greyhound Cottage were completed on 24 October 2024 and the trustees were delighted to welcome a young family into the property on 1 November 2024.

The Almshouse Charity of Sir John Offley writes,

“The Clerk contacted The Almshouse Association to enquire as to the possibility of a loan to assist with the costs of the renovation work on No.2 Greyhound Cottage. The help and assistance given by Fenella Hall during this process was exemplary. She gave clear guidance as to the procedure involved in making the application for a loan and the speed in which the application was dealt with was first class. Without the help of The Almshouse Association, the Charity would have had to wait many years to acquire the necessary funds to carry out the improvements required.

The Charity made the application on 19 February 2024 and the loan agreement was signed on 14 April 2024. This was quite exceptional. The trustees are extremely grateful and profound thanks go to Fenella and The Almshouse Association.”


Did you know?

Funds used by The Almshouse Association to make loans to charities last in perpetuity. Loans to charities are interest-free with just a small setup fee. As they pay back the loan over a 10 year period, the Association is able to re-lend out the funds over and over again, ensuring more almshouses can be built or older almshouses can be preserved with a new roof or modernised with extensions or wet rooms. So if you are thinking about contributing to our rolling charity support fund by making a donation or leaving money in your Will, you will know that your money will be helping to change people’s lives for the better for many, many generations to come.

To find out more, please click here