Helping those in isolation

Loneliness Minister, Baroness Barran has urged people to consider writing letters and cards to those who still have to isolate in an effort to combat loneliness.

The Almshouse Association fully supports this idea and hopes that our member charities can help residents to remain in touch with the outside world if they are still isolating.

Some ways in which this could work include:

  • Reach out to a local school to arrange for letters to be sent to residents
  • Larger charities may like to establish a penpal network between different almshouses
  • Connect with local charity or mutual aid groups which have formed during the lockdown and provide services such as letters or phone calls
  • There are also organisations such as Arts in Care Homes who may be able to help organise similar activities.

If you come up with any ideas, or you already have a system in place, please let us know so we can share your methods and experiences with others.

Posted: 1 June 2020


Almshouse Association Board Meetings – Record of Key Decisions

Record of the Key Decisions made by the Almshouse Association Board of Trustees at Board Meetings (from June 18 onwards).

The most recent decisions are listed first:

3 March 2021, via Zoom

  • The Board agreed to increase the number of Regional Champions in 2022 particularly looking at Yorkshire and other larger counties and regions.
  • Governance review at first stage considered a review of Board feedback. A workshop to review strategy was proposed for later in 2021.
  • The risk register should identify investment risks for The Almshouse Association reserves.
  • Thanks to all charities that support their staff to attend board meetings should be recognised in the Annual Report.
  • The Annual Accounts having been reviewed by auditors were approved by the Board.

17th September 2020, via Zoom

  • The decision was carried by the Board to release £20,000 from the Grant budget and for full flexibility to be granted to CEO for discretionary distribution to charities in immediate crisis up to £3,000 per case. The pilot will be reviewed after 6 months.
  • The Board voted and unanimously agreed to release a further £5,000 (above the strategic budget) to enable the data collection and Value for Money research to commence.
  • The Board unanimously agreed with the recommendation made by the F&GP to increase the Grants budget from £250,000 to £350.000.

27th May 2020, via Zoom

  • Governance review to recommence in June.

  • AGM to take place via webinar with a poll conducted prior to the meeting.  Date to be confirmed.


11th March 2020   NCVO, London N1

  • Delegated authority was given to NP to cancel or continue events based on evidence at the time.
  • The Board approved/adopted the Annual Accounts for 2019 and the Annual Report subject to minor amendments discussed. The Board approved the letter of representation to Buzzacotts.
  • Delegated authority was given to board members to register the name change from ’The National Association of Almshouses’ to ‘The Almshouse Association’ with the Charity Commission in advance of the filing with Companies House.
  • Authority was given to recruit regional champions for 9 months and to roll out nationally in 2021.
  • The new branding and logo was approved and endorsed by the Board. Roll out timing as CEO sees fit.
  • Following demand for loans and grants exceeding funds budgeted the Board approved an increase in the budget available to provide restricted funds for the provision of loans up to £1,000,000 and grants up to £250,000 for 2020.

19th September 19   NCVO, London N1

  • The Board supports the recruitment of a part-time campaign manager on a fixed term contract.
  • The Board supports an office move to suitable new accommodation.
  • The Board endorsed loans and grants paper as recommended by F&GP.
  • The Board supports a budget towards almshouse research.

4th June 19     NCVO, London N1

  • In preparation for the 75th Anniversary in 2021, a Working Party has been set up which includes Board Members, David Healey and Jim Kennedy. The event will include support for almshouses to open up their garden and/or houses to gain local interest.
  • Following a recommendation by the F&GP Sub-Committee and a unanimous vote in favour by the Board, the Almshouse Association Investments will be managed by Waverton Investment Management.
  • The Nominations Committee recommended Clive Cook of St John’s Charity, Winchester to join the Board and this was unanimously endorsed.
  • A grant was given to Anglia Ruskin University, which has produced good analysis of almshouse literature. A Sourcebook has been completed in draft.

13th March 2019, NCVO, London N1

  • Board unanimously approved the Strategy and Resource budget and asked that an update on delivery should form part of the F&GP agenda and future board meetings.

15th November 18      NCVO, London N1 

  • Organisational strategy reviewed  – discussed at length and some changes made  – to be re-presented for approval at the March 19 Board Meeting
  • Proposal to appoint Willie Hartley-Russell to the F&GP sub-committee approved
  • Agreed that future F&GP meetings would be held in London
  • Noted that 2019 member subscription fees had been increased by 2% across the board
  • Following consideration by the sub-committee and the Board, Quentin Elston, Jim Kennedy, Andrew Barnes and David Healey were individually proposed and unanimously elected to the board.

13th June 18      Merchant Taylor’s Hall, London EC2R

  • The Board instructed the Directorate to prepare policy and procedure for issuing grants to member charities

Updated: 12 May 21


Conflict of Interest: guarding against a potential for conflict of interest

This is an area that we come across a great deal more than one may expect.

Conflict of interest really only comes under scrutiny when something goes wrong, however when business planning, it is good practice for trustees to assume that any conflict of interest or potential conflict of interest should be identified and raised as soon as it is considered. This means that the board of trustees should be constantly vigilant to “potential” conflict.

Francesca Quint a very experienced lawyer specialising in almshouses has given some helpful advice.

“The law relating to conflicts of interest can be summarised as follows.

There are two fundamental principles originally developed in relation to trusts but now applicable to all charities and all companies:

(i) A Trustee (or equivalent) must not benefit from his trust, unless this is specifically authorised by the governing document, the general law or the Charity Commission/Court.

(ii) A Trustee (or equivalent) must not allow himself to be placed in a situation where his personal interest conflicts or may conflict or may be perceived as conflicting with the interest of the Trust (or charity or company).

The first question is to identify a conflict or potential conflict. This occurs where the trustee stands to gain personally from a decision or transaction, where someone for whom he is responsible or towards whom he owes an obligation or is otherwise connected with him will be affected, or where he has a duty towards a third party which may conflict with the charity’s interest.

The next step is for the Trustee to declare the conflict, which should be recorded. For a continuing conflict a register of interests may be kept by the charity.

The third step is for the Trustee and the other trustees to decide how the conflict should be managed. This will depend on the severity of the risk to the charity, the charity’s need for information and the degree to which avoiding the conflict (e.g. by the trustee being absent from meetings on the subject) will hamper the work of the charity.

There are a range of possibilities e.g.

  • The trustees absent himself from all discussion and decision-making on the matter and is not counted in the quorum for that item.
  • The trustee is invited to remain for the discussion part of the meeting in order to provide information but leaves the meeting for the actual decision-making.
  • In addition to his being absent from the decision-making, minutes and other documents relating to the matter are not supplied to the trustee in question.
  • The trustee resigns his trusteeship on the basis that it is incompatible with his interests (or those of people he is connected with).

The charity’s interests must always be and be seen to be paramount in trustee decision-making.

Francesca Quint | Barrister specialist in charity law

The Charity Commission publishes guidance on the subject, which trustees should read. The guidance recommends that all bodies of charity trustees adopt a conflict of interests policy.

https://www.gov.uk/government/publications/conflicts-of-interest-a-guide-for-charity-trustees-cc29

First published in Winter 19/20 Almshouses Gazette


New almshouse design featured in the Financial Times

Inspiring article in the Financial Times by Emily Rhodes on 13 March 2020 features the innovative plans for a new almshouse build commissioned by United St Saviour’s Charity in London.

As the building of the 57 one and two bedroom apartments for older people was about to commence in March, Martyn Craddock, chief executive of the Charity, which has roots in the area stretching back 500 years, talked about his aims to attract a wider community to the building, envisioning ” a community centre with older people living around it”. He wants the building to “force the generations to come together so they can live and commune”, with plans for a cookery school which will be promoted to youth organisations and local schools and food made there will be eaten on site and shared with the older residents.

To access the full article, please click here.

Posted April 20


Combating Loneliness

It is reported that there are 1.2 million chronically lonely older people in the UK and that the number of over-50s experiencing loneliness is set to reach two million by 2025/6. This will undoubtedly be exacerbated by COVID-19 with people experiencing increased social isolation and loneliness due to the current pandemic.

Arranged into 6 key topic areas below, Housing LIN has recently posted new pages on their website showcasing relevant guidance and policy instruments, useful research findings and examples of services and innovative projects that offer practical solutions in combating loneliness and reducing social isolation.

With thanks to The Mercers Charitable Foundation, the resources listed below deal with the impact that housing and support services can have on responding to these types of need amongst older people.

Click in the link below to access the Housing LIN web pages on loneliness and isolation:

https://www.housinglin.org.uk/Topics/browse/loneliness-and-isolation/

Posted 14 April 2020


EAC: advertising your vacancies

In addition to advertising your vacancies on the Almshouse Association Website, the EAC invites our members to advertise on the Elderly Accommodation Counsel Website.

The charity EAC (Elderly Accommodation Counsel) helps older people find accommodation and services that best meet their needs and aspirations.

Its website www.housingcare.org lists virtually every housing scheme or development for older people in the UK, including most almshouse charities[1], and is visited by 17,000 people every day. Its annual National Housing for Older People Awards celebrate examples of successful schemes, nominated by their residents.

Please help EAC keep its housing directory up to date by checking the details provided about your accommodation, and updating them if necessary. You are also invited to advertise your vacancies at no cost.

To check or update your details, or to place a vacancy ad, first find your almshouses on www.housingcare.org using the Accommodation Search tab on the homepage. A search by postcode is the easiest way.

Then click View details, and scroll down to the page to click on either Update info or Advertise vacancies / sales, and follow the instructions. Your updates or vacancy ad will appear on the website within 3 days. Vacancy ads will run for 6 weeks, but can be cancelled or extended at any time.

Your charity’s details generally list your eligibility criteria, so don’t fear an avalanche of inappropriate enquiries!

For more information, please phone EAC on 020 7820 3755 or email alex.billeter@eac.org.uk


[1] With the exception of a small number of charities which asked EAC in 2001 not to disclose their details on its website

Posted 26 Nov 2019


In Search of the Lost Will of John Marler of Essex

Mr J F Hackworth sent the Association this wonderful account of his 20 year search for the lost will of John Marler of Essex….

One John Marler of Essex declared land and tenements in his will for the benefit of the poor of Kelvedon. The will was apparently dated June 20, 1419. I say apparently because nobody seems to be able to find the will although there are authoritative accounts of it. Two readily accessible documents written nearly 200 years ago attest to the date. If the date is right, the John Marler Charity, which to this day runs the almshouses in Church Street, was 600 years old in June.

A Charities Commission survey tells us it is the 24th oldest charity in England and one of the oldest almshouse charities still active.

I have been treasurer for 20 years and have tried spasmodically to find the will, more determinedly of late because of the anniversary. I confess I have failed as did some notable antiquarians in previous times. I have had the benefit of the internet and assistance with my searches from the British Library and the Westminster Abbey library whereas my predecessors did not.

I found the first document of interest in the Essex Record Office; what is known as the Brougham Report, published in 1837 as Report of the Commissioners for Inquiring Concerning Charities. The report opens with the clear statement:

‘John Marler, by will dated 20th June, 1419 gave two tenements called the Almshouses,……’.

The second ‘document’ of interest is in fact a wooden plaque to be found in the church recording Benefactions to this Parish’. The plaque was installed by the Rev Charles Dalton and his two church wardens in 1827. This is what it says about John Marler:

JOHN MARLER, in the year 1419, gave two Alms-Houses in the London Road for the residence of poor persons. Also two other tenements in Church Street, an acre of meadow in Broad Mead, and some small rent charges out of his estate, to keep the Church Porch and the Common Pump in repair, and the remainder to be given to the poor.

Since the two sources essentially say the same thing we might infer they both have the same source. That source would appear to be a report of an ‘Inquisition’ at Kelvedon. The inquisition was held at The Lion, now the Knights Templars houses, in 1600 and dealt with mal-administration of the charity. The inquiry was led by the Suffragan Bishop of Colchester. The report is that given by W.J.Hardy, in an article entitled Essex Charities, in the Home Counties Magazine of 1899. Here is the opening text:

‘Inquisition taken at Kelvedon, 7 August, 42 Elizabeth. The jury say that John Marler, late of Kelvedon, gentleman, by his will, dated 20 June, 7 Henry V., A.D., 1419, devised that two “rentaryes” wherein “Petronell and one John Owen did then inhabit,” should forever be upheld and repaired ” to harbour and lodge poor people,” and if they should not be so kept, then he willed that two new ” rentaryes ” lately [built] between the tenement late John Gerard’s, and the garden called Brendhouse Garden extending towards Kelvedon church, being then in the hands of his feoffees and executors, should remain and be employed to the upholding and repair of the two “rentaryes.”

The report goes on to tell us about rents of his properties to be used for the support of the almshouses and to support the poor of Kelvedon. The reference in the extract was to a new property referred to later in the report as Starborowes and this seems to be where the almshouses, ‘Marlers Cottages’, are now. The original almshouses were in the London Road, just round the corner, and these were demolished in the late 19th century.

Original Marler Almshouses, in London Road, were demolished in the late 19th Century

The report and a document in the Harley collection in the British Library, MS4136, give an insight into the nature and status of the man. He left money for masses to be said on his obit day and for his wife and mother to be remembered. He was clearly a man of substance but not of the aristocracy, so exactly how his wealth came about we do not know. However we learn from the rent rolls in MS4136 and from the library in Westminster Abbey that he was the Abbey’s steward in Kelvedon. Westminster Abbey at the time owned lands in the area: in particular Church Hall Manor which lies immediately to the south of the church.
A further insight into the man and the medieval mind comes from the 1474 will of his grandson, Thomas. This is the main content of MS4136 and is evidently a copy, mostly in English, made in the reign of Edward VI. We speculate as to why the copy was made, but Henry VIII abolished chantries, presumably to get his hands on the money! Thomas declared he was ‘in good and whole mind and dreading the hour of our death’. He was also a property owner who left money for masses to be said for himself and his family and he made donations so that he was buried alongside his family before the alter in the chancel. There was a record of gravestones laid in the chancel floor before Victorian tiles were laid over it. One of the stones said here lies John Marler.

‘Hic jacet Johes Marler qui obiit xii die Sept 1430’

So John Marler was a man of wealth, piety and charity. The report of his will in the ‘Inquisition’ text states:

Which lands and rents he willed should never be sold, nor the profits taken to the use of John his son, but “ever more lasting ” remain in the hands of six honest and sufficient men of the parish of Kelvedon.

That is exactly how it is today, 600 years later.

By the way, if you take communion at the altar rail, just remember whose grave you are walking on.

J F Hackworth, 2019

Can you help Mr Hackworth in his search for the lost will ? If so, please contact the Association at karenmorris@almshouses.org.


Government’s Good Work Plan

The Government has introduced a Good Work Plan setting out a number of employment reforms. To assist our members, Almshouse Association Panel Member, Ros Hammond of Employment Law in Action has summarised the main proposals in the article below:

 Are you up to date with the Good Work Plan?  

The Government´s Good Work Plan sets out a number of employment reforms as a result of the Taylor Review of Modern Working Practices.  The heart of the Taylor Review focuses on an overriding ambition that all work should be fair and decent.  Four consultation documents have been published alongside the Government’s response to the Review and these focused on: employment status; increasing transparency in the labour market; agency workers; and enforcement of employment rights. 

In summary the main proposals are:

  • The right to request a fixed working pattern – Workers who work variable hours will be able to request a fixed working pattern after 26 weeks’ continuous service with a Company.  At this stage it is thought that the Regulations will not be dissimilar to employee rights regarding requesting flexible working.
  • Extending the statutory break in service – The ’qualifying break in service’ will be extended from one week to four weeks.  However, be aware that in accordance with existing case law, additional tests are applied when considering continuous service and it is not always as straightforward as applying the qualifying break.
  • Information and consultation – The current threshold for employees to request to set up collective Information and Consultation arrangements will reduce from 10% to 2% of the relevant grouping of employees.
  • Employers banned from making deductions from staff tips – In some sectors tips, gratuities and service charges can be a significant part of staff income. Through current practices, employers may only pay a proportion of the tips received to its employees. Through the proposed changes, this will no longer be allowed.
  • All employees and workers will be entitled to a written statement of terms from day one of the working relationship (including agency workers) – Currently the legislation applies only to employees and they must be provided with a written statement of terms within two months of starting work.  This will be extended to workers, and both workers and employees must be provided with the statement of rights on appointment.
  • Employment status to be clearer – Proposals are being put forward for an online employment status tool to be developed, which will hopefully streamline the tests in respect of employment status, making status clearer.
  • Statutory Holiday Pay – The reference period will be increased to 52 weeks from 12 weeks.
  • Agency Workers – The ‘Swedish Derogation’ in the Agency Workers Regulations 2010 will be repealed, the current situation allows Temporary Work Agencies to avoid matching the amount paid to a temporary agency work in comparison to a directly recruited worker.
  • Naming and Shaming – For those employers who fail to pay employees or workers in respect of Employment Tribunal awards, they will face being named through a naming scheme.

The Taylor Review proposed over 50 different reforms, most of which the Government are consulting about or proposing changes.  Whilst the Government claims this is the biggest reform of employment legislation in 20 years, we believe that it is more about clarity of some areas where case law has caused confusion.  As the Government provides further details in respect of its recommendations, we will share these with you.  For further information the Good Work Plan can be found in full by following this link:

https://www.gov.uk/government/publications/good-work-plan

Written by Ros Hammond, Employment Law in Action Ltd E: info@eliaction.com www.eliaction.com

Posted 5 Sept 19


Charity Barometer 2019

In these rapidly changing times, uncertainty is the new norm and new risks are emerging all the time. Increasingly, charities need to spend more time thinking about not only the potential rewards, but also the risks they are facing, and ensuring that they are doing enough to respond to internal and external change.

Ecclesiastical has partnered with Third Sector Insight to produce a helpful document highlighting the needs for risk management, identifying the top risks and concerns and signposting possible solutions.

The Association has made the publication available here.


Posted 5 Sept 19


Value for Money Metrics for almshouse charities

The Regulator of Social Housing changed its accounting rules in a new direction, published 20th February 2019. The new rules are part of the English regulator’s plan to align its requirements with the Value for Money Standard introduced in April 2018.

Under the rules, all almshouses charities that are Registered Providers of Social Housing are required to comply. To assist those members that are Registered Providers, a briefing note has been produced that can be found here.


Posted 5 Sept 19