TV Licence update

No doubt you have heard the BBC announcement that anyone aged 75 for over will now be required to pay for their TV licence (unless they receive pension credit). So how does this effect almshouse residents?

Firstly, any person who is 75 or over will continue to be covered by their free licence until it runs out on 1st June 2020.

After 1st June 2020, any person who is 75 or over (that does not qualify for a free licence because they do not receive pension credit), will be required to pay for a TV licence, but will qualify for a reduced licence fee under ARC rules if the almshouse charity is eligible.

For details on ARC eligibility, please refer to our previous news items on the subject.

News item 23/03/19
News item 30/07/18


Published 12 Jun 19


Digital Switchover Guide

By 2025, analogue telephone services will be switched off as the UK’s telecoms infrastructure is upgraded to digital connectivity. This shift has major implications for the 1.7 million people who rely on telecare in the UK, and on the organisations that manage health, housing and home care.

Legrand, Erosh, TSA and the Almshouse Association have been working together to create a guide that goes some way to outline the process that is taking place between now and 2025. To find out more, both EROSH and the TSA are running regular regional networking events that will aim over the next few years to support organisations in their journey to digital. Links and contact details can be found in the Digital Switchover Guide.


Claiming Universal Credit – lessons learned

An almshouse charity has shared the experiences of its younger residents making claims for Universal Credit (UC) which in some cases have proved to be challenging.

“It has been found that in the case of those almshouse charities that are Registered Providers it is critical at the outset that the accommodation is declared as being social rented accommodation. If a charity is not a Registered Provider it will becategorised as private rented accommodation the maximum monthly ‘rent’ paid via Universal Credit is equivalent to the local housing allowance.

The residents, when making the claim, should not indicate that they are accommodated in supported housing on the basis that the typical support provided by almshouse charities is that of Lifeline, Scheme Manager support services etc. which are not deemed to be eligible support costs from a UC perspective. It is also important that when completing the Social Rented Sector verification form the charity as ‘landlord’ should indicate that the resident is not in ‘specified accommodation’, otherwise known as ‘supported exempt accommodation’.

The weekly maintenance contribution (WMC) paid by the resident should be inserted under the ‘basic rent amount’ required on the form; any other housing-related costs in addition to the WMC should be categorised as ‘ineligible service charge amount for UC’. Any difference shown between the resident’s declaration of ‘rent breakdown’ and the ‘landlord’s declaration will result in an anomaly and the resident being asked whether he or she agrees with the landlord’s figures.   

In the case in question, however, the UC office considered the resident’s declaration to relate to ‘supported housing’ without liaising with the local authority’s Housing Benefits Team. It is for the local authority to determine whether the support provided by an almshouse charity to its residents meets the conditions of ‘supported exempt’. In these cases the claimant must claim Housing Benefit to meet the housing costs and it should not form part of the UC claim.

The charity then provided a detailed breakdown of their service charge to the local authority following which the authority confirmed that ‘supported accommodation’ did not apply and that the housing costs would need to be met by UC. However, the referral from the UC office to the local authority which then referred the matter back again led to an undue delay with the resident being nearly five months in arrears in receipt of benefit payments. 

The lessons learned from the experience are:

Try to engage with the resident early on in the process to ensure the declarations made on the UC form are correct.

Liaise with the local authority to obtain a ruling as to whether the nature of support provided by the charity to residents leads to a classification of ‘supported accommodation’ or otherwise.

Check the terminology carefully i.e. ‘supported housing’, ‘specified accommodation’ or ‘supported exempt accommodation’. “


Influencing local planning on housing and ageing

The Older People’s Housing Champions Group, working in partnership with Care & Repair England has published Planning Ahead: Influencing local planning on housing and ageing.

The new guide provides an overview of the planning system and potential opportunities to influence the homes and neighbourhoods being planned and built, particularly regarding making good inclusive places to live as people get older. It also contains a practical example of how High Peak Access Group influenced the Local Plan.

It is aimed at local older people’s groups and forums and draws on the experience of members of the older people’s housing champions network and representatives from the Town and Country Planning Association.

The Older People’s Housing Champions  would love to hear from you if you are taking any local action on housing and ageing.

Website: www.housingactionblog.wordpress.com
Email: housingchampionsnetwork@gmail.com


Housing Benefit and Universal Credit

Following presentations on Universal Credit and Housing Benefit at the Scheme Manager/Wardens Seminar (Tuesday 25th September 2018), it became clear that some Local Authorities did not understand that the Weekly Maintenance Contribution equates to a rent (paid by a private tenant).  This has led to problems with residents claiming Housing Benefit and Universal Credit.

The Almshouse Association will be highlighting this issue to both national and local government but should any Almshouse Charity face similar problems they should direct the Local Authority to:

The Housing Finance Act 1972 – ‘Extension of the Allowance Scheme to Almspeople’

This is quoted below:

“Regulations made under Section 19A of the 1972 Act.  Joint Circular 107/75 Appointed Day

2.  The Housing Rent and Subsidies Act 1975 (Allowances for Almspeople) Appointed Day Order 1975 (SI1975 No 1565) bring almspeople within the scope of allowances schemes on 17 November 1975.

3.  Regulations which have been made under Section 19A of the 1972 Act (hereinafter referred to as “the regulations”) modify and adapt existing provisions of Part II and Schedules 3 and 4 of the Act, together with the various instruments (principally directions) made thereunder, so as to meet the special circumstances of almspeople.

4.  The general modifications specified in Part 1 of Schedule 2 to the regulations relate to the substitution of terminology applicable to almspeople for that applicable to private tenants of rented accommodation (eg “almsperson” for “tenant”, “weekly maintenance contribution” for “weekly rent” etc).  In some instances it has been necessary either to make more substantial alternations to the existing provisions or to disapply them specifically in relation to almspeople.”

In summary of the above, Weekly Maintenance Contributions required to be paid by an almsperson equates to a rent (paid by a private tenant).

We understand that all new applicants for Housing Benefit will now fall under the Universal Credit scheme and existing claimants will be migrated to Universal Credit over the next 5 years.  There is a lot of useful information about Universal Credit at the following:

https://www.gov.uk/government/publications/universal-credit-and-you/universal-credit-and-you-a

 


The Heat Network Regulations

Devonshires Solicitors have provided the Almshouse Association with an informative factsheet regarding the Heat Network (Metering and Billing) Regulations 2014 that you can download here.

As far as we are aware, there have been no changes to the Regulations since they came into force in 2015. The Almshouse Association will notify members of any updates in ‘Latest News’.


GDPR Presentation by Protecture

At the recent Trustees and Clerks Seminar held  at the Bristol and Anchor Almshouse Charity on Tuesday 19th June 2018,  charity members received training on a number of topics, including The Application and Appointment Process, Managing Challenging Situations with Residents, Fire Safety and Data Protection.

As many are aware, there have been a number of changes to General Data Protection Regulations this year and to assist charities with compliance, we invited a company called Protecture, which has a team of data protection experts, to attend our seminar, give a presentation on GDPR and answer members’ questions. They have kindly given us permission to post their presentation on our website which can be accessed by clicking here.

More information on Protecture can be obtained by visiting their website at  https://protecture.org.uk/

The Almshouse Association has produced a model policy and guidance notes which can be accessed by clicking on the links.

 

Important Note: The products and services of third parties should be compared with others in the market place


Controlling Legionella Risks – the legal requirements

The Almshouse Association has recently received enquiries from a number of member almshouse charities concerning Trustees’ responsibilities in controlling legionella.

All almshouse providers are legally obliged to arrange for a legionella risk assessment to be carried out:

Once a reputable firm has been appointed to carry out the risk assessment, a senior member of staff or a Trustee should attend a legionella awareness course. The remedial works itemised in the risk assessment should be carried out and monitoring control measures put in place which should be recorded in a logbook. The logbook must be completed each time actions are carried out, such as the cleaning of water tanks, fitting new lids with vents, removing dead leg pipework, cleaning shower heads etc.

There are three steps to compliance with the legislation:

Step 1

Risk Assess the Property: All actions carried out will be based upon the contents of the risk assessment taking into account water supply, storage, form of heating water and hot and cold water distribution, including the outlets. Any remedial works and control schemes stipulated will be included in the document irrespective of whose responsibility it is to take necessary actions.

Step 2

Remedials: Remedial works should be carried out in a planned, prioritised way to reduce the risk of legionella.

Step 3

Put in place control measures: These should relate to individual dwellings as well as communal areas if applicable. Residents should be made aware of their individual responsibilities i.e. regularly cleaning showerheads, informing the charity if the hot water is not working properly or any other problems with the water system. It is important that residents are advised that after periods of absence from their almshouses they should flush through the water system by turning on taps and letting the water run for a while. Residents should be informed to take care when running showers before use as running water at pressure causes an aerosol effect and increases risk to the operator. It is recommended therefore that a plastic bag is placed over shower heads while the system is flushed through.

Training in legionella control is provided by various companies, one of which is Eplus Global Ltd (www.eplusglobal.co.uk) For further information contact Ben French at benfrench@eplusglobal.co.uk,  Mobile: 07788 421651


Quinquennial Inspections

The Almshouse Association strongly recommends that almshouse charities carry out a Quinquennial Survey (or stock condition report) every 5 years.

Based upon the Quinquennial Inspection Report, trustees should be able to plan routine and cyclical maintenance for the following five years.

A management toolThe quinquennial report is there to:

  • help create budgets for repair maintenance and improvements
  • help make informed decisions about how to manage the building stock in your trust
  • help plan preventive maintenance. The word preventive is the important one – you want to  avoid reactive maintenance – fixing the fault after it has developed and instead think about preventive maintenance – fixing it just before it goes wrong in order to avert all the problems that flow from a building element failing.

Selecting an architect, architectural technician or building surveyor is key.
Trustees should seek references and draw up a short-list. The charity must ensure that the person chosen is someone they feel they can work with and who understands almshouses. A fee basis should be agreed for the project and there may be an element of commission for supervision of repairs and maintenance work.

A Quinquennial Report is very practical as it will give an overview with recommendations for upcoming maintenance issues, enabling the charity to ensure they are not faced with a crisis. One of the Association’s Panel members stated that the Quinquennial allowed trustees to adopt a “stitch in time” approach so that they could spread the cost of future repairs and maintenance.

Many of the Association’s Panel of Consultants undertake Quinquennial Inspections regularly for almshouse charities. Details of Panel members and the areas they cover can be found on our website: www.almshouses.org/panel-of-consultants

The Quinquennial will involve an inspection of the dwellings, inside and out and is carried out with residents present. The charity may be required to provide ladders and, on occasion, a cherry picker.

The report will normally prioritise items that need to be addressed, immediately, in the 1st year, in the 2nd year etc. and will often include an indication of costs for each item. This assists trustees in drawing up both their maintenance plan and budget. The report should suggest priorities for the work and there are 3 main categories for this

  • Urgent items that you cannot and must not ignore
  • Things that you really ought to do if you can
  • The wish list.

The priorities of the surveyor might not coincide with yours, especially if a vacancy occurs giving the chance for refurbishment work. This is where understanding the the fundamental purpose of the report is important. The report should give the ability to be flexible in what you do.  If,  for whatever reason, trustees decide not to do something then they should have made an informed decision.

With a structured programme, if something is not managed one year, then it can be allocated to another year. This is why it is vital that once trustees have established a programme it is renewed every five years. That way anything not done in the front end of the programme can be reassessed and re-prioritised.

Click here for a link to our template Quinquennial Inspection Report 


AGM 2018

The Almshouse Association held the 67th Annual General Meeting on 13th June 2018 at The Worshipful Company of Merchant Taylors, Merchant Taylors’ Hall, 30 Threadneedle Street, London. There was an excellent turnout with the Almshouse Association staff greeting over 130 attendees.

Our Chair, Mrs Elizabeth Fathi welcomed representatives of almshouse charities, Associate Members and guests and representatives of the National Association of Almshouses Common Investment Fund (NAACIF). Mrs. Fathi then introduced Mr. Duncan Eggar, the Chairman of the Housing and Care Committee of the Worshipful Company of Merchant Taylors, representing the Master, who welcomed everyone to the Hall and spoke of the exciting new almshouse development which will be opened this summer.

Mrs. Fathi thanked Mr. Eggar and the Merchant Taylors for generously hosting the meeting, following which she delivered the Chairman’s Report. The Association’s Assistant Director, Sue Turner followed by giving a résumé of the projects which had been short-listed by the Patron’s Award Committee. Mrs. Fathi then announced that Amersham United Charities, Shrewsbury Draper’s Almshouses and The Davenport Homes, West Midlands would receive 2017 Patron’s Awards and it was hoped these would be presented by HRH The Duke of Gloucester later in the year.

Special Resolution

By way of a special resolution , the draft Articles of Association circulated with the Annual General Meeting Notice dated 10 May 2018 were approved by a large majority and adopted as the new Articles of Association of the Charity in substitution for and to the exclusion of all existing Articles of Association of the Charity.

Election of Board Members (Directors/Trustees)

Following the passing of the above resolution and the adoption of the up-dated Articles of Association, under Articles 33 and 40 it was confirmed that Trustees would remain in office until the third Annual Meeting following their most recent appointment or re-appointment. Accordingly the following Trustees due to retire submitted themselves for re-election and were duly re-appointed:

  • Dr. M Aldridge (Derbyshire & Nottinghamshire) proposed by Mr. A Martin (Yardley Great Trust) and seconded by Mrs. D Hoy (King Edward VI & Revd. J. Prime Charity)
  • Mr R.C.F. Waite (Cambridgeshire & Norfolk) proposed by Mr. A. Sedgwick (Lady Anne Windsor Charity) and seconded by Miss L. Clayton (Thomas Philipot’s Almshouse Charity

Mr. B. Gulland and Mr. C. Huntley, who were stepping down as members of the Board, were thanked by the Chair for their past service and commitment.

Key Note Address

Mrs Elizabeth Fathi introduced the speaker, Professor C. Phillipson, Professor of Sociology and Social Gerontology, Manchester University, who spoke of the positive aspects of ageing and then took questions from the floor. A transcript of his speech is available here

Next Annual General Meeting

The Chairman announced that the next Annual General meeting would take place as part of a conference on Wednesday, 5th June 2019 at the Haberdashers’ Hall, 18 West Smithfield, London EC1A 9HQ.

Post AGM

After the AGM, everyone got the chance to catch up and enjoy the glorious weather in the beautiful surroundings of the Merchant Taylors’ Hall, which was followed by a delicious afternoon tea.

 

The Almshouse Association would like to take this opportunity to once again thank Mr. Eggar and the Merchant Taylors for generously hosting the meeting, our speakers, trustees, member charities and guests for their continued support and commitment to the almshouse movement. We are greatly looking forward to next year’s AGM which will be incorporated into an Almshouse Conference which we are sure is going to prove to be a popular event on the Almshouse Association members’ calendar.