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.

 

 


The Future of Ageing Populations: Managing Diversity and Inequality

Speech by Prof. Chris Phillipson, Professor of Sociology and Social Gerontology, The University of Manchester at the 67th The Almshouse Association Annual General Meeting on 13th June 2018 at The Worshipful Company of Merchant Taylors, Merchant Taylors’ Hall, 30 Threadneedle Street, London.

 

 The Future of Ageing Populations: Managing Diversity and Inequality

I very much appreciate this invitation to address the AGM and I would like to pay tribute to the remarkable work undertaken by the members of the Association in supporting older people living in the community. Just to summarise my own background: I have been involved in research on older people since the 1970s, working as a sociologist on different projects relating to family and community care, work and retirement, and more recently how we develop age-friendly cities and communities.

Looking back on this work from the vantage point of 2018 I have a feeling of, yes, much has been achieved in better support for older people but on the other hand there is also a sense of real crisis which is affecting some groups of older people and which I am sure is echoed in some aspects of your own work. Let me just set out some issues and dimensions of current challenges but more positively some responses which I think we can make.

First, population ageing is of course the fundamental context for your work: The number of people aged 65+ is projected to rise by over 40 per cent over the next couple of decades to around 16 million. By 2040, nearly one in four people in the UK (24.2%) will be aged 65 or over. For myself as a sociologist, what is more striking though – and which will be very important for your own work – is that this will be a much more diverse population than has historically been the case:

Diverse in terms of attitudes towards ageing with people searching for more ambitious lifestyles in later life; diverse in terms of the transitions which people experience – no longer education/work/and then retirement – but much greater flexibility and multiple stages across the life course; diversity in income – presently taking couples the poorest fifth have £224 a week compared with the richest at £911 a week: and this gap is of course widening as inequalities increase in our society; and diversity in social characteristics – especially in respect of gender, ethnicity, and social relationships more broadly. So thinking about ageing – and who older people are – is now much more complex, with great differences within groups of older people as much between older people and other generations.

So, we all recognise the importance of this changing population, yet the reality is that as a House of Lords enquiry (Ready for Ageing?) reported in 2013, we are still largely ‘unprepared’, as final report put it, for an ageing population. You will know from your own experience the current crisis in social care, but the figures are striking: whilst the number of older people has been growing local councils have seen a 26 reduction in their budgets since 2009/10. Over the period 09/10 to the past year, the average spend on social care fell by 13 per cent; again over this period, 400,000 fewer older people were receiving social care as the eligibility criteria was tightened in response to fewer resources.

And of course the reality on the ground is: lengthy waits for assessment; disjointed services; huge pressures in carers; and a crisis in the quality of care. The latest report from the Association of Directors of Social Services suggests that three-quarters of councils are proposing further cuts in the services they provide, with one half proposing further increases in charges associated with home and forms of care.

Now my argument is that at present we are completely stuck in terms of responding to this situation: we have moved from the world of the welfare state of the 1960s and 1970s – which for all its imperfections was starting to provide a framework of support; through to the world of privatisation but realising now that this cannot provide the essential and secure support which people at periods of great vulnerability need: the closure of residential homes, and continuing problems in ensuring quality in home care illustrating this point.

So we have to have a debate now about where we move to in respect of care for older people: what kind of future do we want to construct in response to the current situation? This seems to me a debate which the Association needs to have and to influence along with many other groups. Let me in offer just a few thoughts from my own work.

First, I think it continues to remain important to thinking about ageing in more positive way and challenging negative stereotypes. There has been a disturbing development in terms of debates and reports which focus on intergenerational conflict and older people as a burden on younger generations when the reality of course is continued reciprocity – financial and social – across generations. And ageism – systematic discrimination against older people – continues to be a real issue, as a report published last week by the Royal Society of Public Health illustrated: so, there is an important task here for the Association in contributing to the debate about the way older people are both transformed by society but are themselves changing the communities in which they live – in very positive ways given the strengths which they bring.

My second point here is about these communities. Here the government have held up ‘ageing in place’ as the preferred ideal for older people – staying in their own homes or indeed a facility such as that of the members of this Association for as long as possible. This makes sense: around 80% of the time of people aged over 70 is spent at home or the immediate environment. The home and neighbourhood are central to social connections and social support. But as we have seen whilst the community has been emphasised we have reduced formal help going into neighbourhoods. We urgently need a response here which of course is about resources but also about how we organise and develop our work.

Here, it seems to be housing is central to re-thinking policies for later life: housing for too long has been the poor relation to health and social care but in reality if we get housing and all that is associated with it right we go a long way to ensuring support for older people. The task here is:

  • first, ensuring integration of housing with the other major services;
  • second, getting greater innovation in terms of the types of housing;
  • and, third, getting more joined up thinking about housing adaptations and home repairs. The Housing Learning Information Network has produced important reports in these issues and these are I am sure helpful to the work of the Association.

But a final important is that we need to integrate work around housing by strengthening the communities in which people live. Here, I think the initiative of the World Health Organization to develop age-friendly communities has been helpful and we are seeing the expansion in the UK of work around this initiative – co-ordinated by the Centre for Ageing Better. My own work in Manchester has been around working with groups of older people around a range of interventions, including:

  • Promoting neighbourhood networks: to combat social isolation and provide support to informal carers;
  • Support co-operative enterprises drawing on the skills of older people and
  • Environmental interventions: promoting the importance of local parks, age-friendly shops and improving transportation.

The key here is working with a range of groups in communities in promoting change and drawing on the skills which older people bring to social and community action. Just on this point, I would like to finish with this quote from two American researchers in evidence submitted to a US Senate committee on ageing:

‘Population aging will transform the global community. The question is whether such changes will better societies or extract net tolls. Either is possible. If we continue to view the life course as our ancestors did and simply tack added years on the end we face calamity. If instead we begin to modify the life course and build infrastructures that support long life, societies can begin to utilize the strengths of older people and support the real vulnerabilities of advanced old age’

(Carstensen, L. & Fried, L. Submission to US Senate Commission on Aging)


Trinity House 2018 Fraternity Review

‘Communities of people living together for their mutual comfort and support. Almshouses speak of hope and optimism’.

It was an honour to have been asked to write an article on The Almshouse Association and almshouse charities for the Trinity House 2018 Fraternity Review and we were delighted to receive our complimentary copy from the editor in the post this week.

The article is a concise and constructive commentary of the almshouse movement – mapping out its honourable roots of yesteryear to the importance and relevance of almshouses today and the role the Association plays in the movement – from providing support and advice to our members, lobbying government departments and our plans for 2018.  You can read the whole article by clicking here.

This article is dedicated to Trinity House which for over 300 years has provided homes for those in need of such accommodation. Trinity’s Grade I Listed almshouses, providing 19 dwellings, continue today to fulfil a wonderful role within the local community and long may they continue.


Consultation Response to Government submitted by The Almshouse Association

The Ministry of Housing, Communities and Local Government (MHCLG) has drafted a revised National Planning Policy Framework which incorporates policy proposals previously consulted on in the Housing White Paper. Full details can be found here (click here).

The Almshouse Association has reviewed the open consultation and submitted four key points in our response to the Government.

The Almshouse Association Consultation Response


Question 14

Development of housing for older people
The Almshouse Association welcomes the intention to provide clarity that there should be clear policies for addressing the requirements of groups with particular needs, such as older people (Paragraph 62).

The Almshouse Association would ask Government to reflect whether the recommendation of the Communities and Local Government (CLG) Committee report (9th February 2018, Housing for older people) that the “NPPF should be amended to emphasise the key importance of the provision of housing for older people in both local authority plan making and decision taking” has been adequately reflected in the text.

Rural exception sites
The Almshouse Association agrees that planning authorities should support opportunities to bring forward rural exception sites (p21).

Almshouse charities should be seen as a perfect delivery vehicle (either individually or in partnership with other housing providers) to provide housing on rural exception sites.

The National Planning Policy Framework (NPPF) defines rural exception sites as: Small sites used for affordable housing in perpetuity where sites would not normally be used for housing.
Almshouses, by their very nature, guarantee:

  • Affordability in perpetuity
  • Local Beneficiaries (or whatever is the definition of beneficiary in the charity’s Governing Document) in perpetuity
  • Local Trustees, and hence local management, in perpetuity

Indeed the Almshouse Association, as well as individual almshouse charities, are already in discussion with other providers to develop rural exception sites.

Question 19

The Almshouse Association welcomes the additional recognition that planning can play in promoting social interaction and healthy, safe lifestyles.

Almshouse charities have long been recognised as a model that provides social interaction and healthy activity to build successful and safe communities that promote social inclusion.

As the vast majority of Almshouse charities (80%) have fewer than twenty units of accommodation, many submissions to local planning authorities will be of small scale, for example a proposal to install double glazing in a listed building.

The Almshouse Association would ask that consideration is given as to whether paragraph 92 adequately reflects the importance that minor decisions play in promoting social interaction and healthy lifestyles.

Question 43

The Almshouse Association wishes to use this opportunity to reiterate its case that Government should amend the affordable housing definition to clarify that Almshouse Charities are a form of affordable housing.

The Need for Clarification:
Some planning authorities interpret the current National Planning Policy Framework (NPPF) definition of ‘affordable housing’ to mean that an almshouse charity which is not a Registered Provider should be treated as if it were not a provider of ‘affordable housing’ for s.106 Town and Country Planning Act 1990 purposes.

Accordingly, the planning authority:

  • Requires an almshouse charity to carry out s.106 obligations where the charity itself is developing new almshouse dwellings. For example, the charity might be required to make a financial contribution towards community infrastructure or ‘affordable housing’. This approach is paradoxical, since the dwellings which the charity is developing are themselves within the statutory definition of ‘social housing’ in the Housing and Regeneration Act.
  • Maintains that a private developer cannot fulfil a s.106 obligation to provide ‘affordable housing’ by building almshouses for an almshouse charity.

This inconsistent practice leads to fewer almshouses being built than might otherwise be the case and, even when s.106 provision is allowed, typically the planning process can take an extended length of time, and add cost to the project. These factors are counter–productive, and work against the desire of the Government to boost not only housing supply but the speed that housing is delivered.

The Almshouse Association believes that an additional paragraph should be added which defines almshouse charities as a further type of affordable housing and accurately states the legal differences between almshouse charities and other forms of housing provision as this would provide re-assurance to local authorities, and an approved route for including almshouse charities in the benefits available under s.106.

Additional Definition of Affordable Housing.
For the purposes of the National Planning Policy Framework (NPPF), almshouse charities satisfy the current eligibility criteria as defined in the paragraphs on “social rented and affordable rented housing” and “affordable private rent housing” except that they do not charge rent: they are required by charity law to be used as homes for those in financial need, in accordance with Charity Commission schemes. In addition, almshouse accommodation falls within the definition of ‘social housing’ in ss.68-9 Housing and Regeneration Act 2008 (HRA).

Although almshouse charities are very similar to the forms of housing covered by the proposed definition of ‘affordable housing’ there remain some important legal differences that need to be recognised. In particular, there should be recognition that the legal status of almshouse charities is unchanged, irrespective of whether they are Registered Providers or unregistered, and express or implied references to rent should be deleted.

It is suggested that an additional category is added to the list of other definitions listed in the glossary as follows:

Almshouse Charities are another form of social housing whereby the institution is a charity and the accommodation is provided for the purposes of relieving of poverty, usually for elderly people. Residents are licensees rather than tenants and pay a weekly maintenance contribution rather than rent, the contribution being fixed at a level which is either no more than target rent for Registered Providers, or the equivalent fair rent as advised by the Valuation Office. In accordance with charity law, almshouse charities exist in perpetuity for the charitable purposes for which they were established.

The Almshouse Association has given an example above of how the glossary could be amended, but would welcome any amendment that would explicitly define almshouses as affordable housing.