Standards of Almshouse Management


Chapter 9 – Homes England

…There are two elements to be considered: – The Initial Registration Process 9.9.1 This is made to the Regulator of Social Housing, a sister body to Homes England, and it…

Chapter 8 – Funding a Project

…they usually own their own land and have regular source of income from WMC. This gives the potential for long-term stability. 8.11.2 National Council for Voluntary Organisations The National Council…

Chapter 8 - Funding a Project

…viewed favourably by lenders as they usually own their own land and have regular source of income from WMC. This gives the potential for long-term stability. 8.11.2 National Council for…

Chapter 7 – Land and Buildings

…advised to have an architect or building surveyor working for the charity on a long-term basis. This consultant should carry out regular inspections of the charity’s property. This will help…

Chapter 7 - Land and Buildings

…an architect or building surveyor working for the charity on a long-term basis. This consultant should carry out regular inspections of the charity’s property. This will help raise the standards…

Chapter 6 – Residents

…contain a definitive date by which the resident must act. As in the case of verbal warningss trustees should ensure that written warningssare hand delivered in the company of…

Chapter 6 - Residents

…in Court. If mediation is unsuccessful, warningssshould be given to the resident that their continued behaviour could result in their appointment being set aside. If these warningssgo unheeded,…

Chapter 5 – Financial Management

…Contribution (WMC) (see paragraph 5.12) to cover estimated costs after all investment and other income have been taken into account plan for long term continuity and ensuring funds are sufficient…

Chapter 5 - Financial Management

…been taken into account plan for long term continuity and ensuring funds are sufficient to cover future maintenance needs reporting to the trustees throughout the year on financial progress compared…

Chapter 4 – Health and Safety

…accident investigators, establishment of Health and Safety Executive, enforcers of legislation and responsibilities for inspections Sections 20-25 Outline powers of inspectors Sections 36-37 Prosecution of individuals – for example, where…

Chapter 4 - Health and Safety

…deterioration may be identified. Such action will save costs for the charity in the longer term. In properties where asbestos is found to be present, asbestos training must be provided…

Chapter 3 – Staff

…considering offering fixed term contracts should be aware of the effectssof the Fixed-term Employees (Prevention of Less Favourable Treatment) Regulations 2002 The place of work and the employer’s address…

Chapter 3 - Staff

…for which the employment is expected to continue or, if it is for a fixed term, the date when it is to end. Employers considering offering fixed term contracts should…

Chapter 1 – Governance

…- all decisions to be reasonable and transparent, ensuring that the trustees are accountable to the beneficiaries, donors/benefactor, stakeholders and the public Effective and long-term planning – in the case…

Chapter 1 - Governance

…or mental impairment that has a ‘substantial’ and ‘long-term’ negative effect on their ability to do normal daily activities: ‘substantial’ is more than minor or trivial, e.g. it takes much…

9.9 Regulator of Social Housing

…line with others in the area. In many cases this means that contributions will be improved, which aids the long term financial sustainability of the charity. 9.9.5 For recently grant…

8.16 Sponsorship

Companies and individuals may sponsor all or part of a project. Such direct linkage allows the sponsor to see the effect of their contribution and has long term benefit for…

8.12 Fundraising - General principles

…short term benefits. Legacies are an invaluable way of securing long-term funding. A simple legacy leaflet can be produced. The most effective form of securing funds is personal contact. People…

8.11 Borrowing

8.11.1 Almshouse charities are often viewed favourably by lenders as they usually own their own land and have regular source of income from WMC. This gives the potential for long-term…

8.10 Use of permanent endowment

8.10.1 The term permanent endowment refers to any property of a charity such as land, investments or other asset, which cannot be spent. This is usually because, when it was…

8.4 Local authority

…minor equipment quickly and cheaply. This can provide a temporary solution to a particular need when a long delay is likely for a permanent solution. In other cases authorities have…

8.3 Public Funding

term maintenance. It should be noted that HE grant funding comes with obligations and trustees must consider these carefully before entering into a grant agreement. If accessing grant through ACL,…

8.2 General principles

…this leads to long term dividends for obtaining future grants. Competition for funding is intense and it can be disheartening when applications are unsuccessful. By learning from mistakes and maintaining…

7.19 Financial feasibility study

…funding and the short and long term implications of any borrowing. Trustees and their consultants must plan cash flow so that stage payments under a building contract can be met….

7.11 Quinquennial inspections

Trustees are strongly advised to have an architect or building surveyor working for the charity on a long-term basis. This consultant should carry out regular inspections of the charity’s property….

6.18 Setting aside an appointment

…the Act. A resident whose appointment has been set aside can apply for rehousing (by the local authority) and as long as they have not made themselves intentionally homeless (see…

6.4 Vacating

…Aside an Appointment. See Chapter 6.18. If a resident dies whilst occupying an almshouse, the next of kin must be allowed reasonable time to clear his or her effectss WMC…

6.2 Selection and appointment to an almshouse

daily living skills to live independently in the accommodation being offered. Care should be taken when consulting the family or GP as they may have a misguided but well intentioned…

5.45 Fundraising

…the medium to long term. The advice of a solicitor will be required for the precise wording of any legacy leaflet or brochure. Trustees will need to consider how best…

5.40 Insurance

…major loss. Contents owned by the charity are included, as long as the overall sum insured is adequate. It is advisable to maintain a current asset register for larger charities…

5.39 Reserves

…be made to create suitable reserves. A long term financial strategy to build up reserve funds should be in place. It is acceptable to include ERF and CMF contributions in…

5.37 Investment property

…agricultural land or residential investments. The desirability of retaining such assets should be assessed by reference to the likely total return over the long term. Comparison should be made with…

5.24 Preparing budgets

…or when undertaking long term financial planning, trustees should take into account current costs as well as forecasting income and expenditure to enable them to plan ahead. Planning must extend…

5.12 Calculating WMC

…registered with Homes England, the terms of their Rent Standard Guidance (see paragraph 5.13 and Chapter 9) estimated or known increases in expenditure (even if for a short term) residents’…

5.2 Duties of the Honorary Treasurer

…Maintenance Contribution (WMC) (see paragraph 5.12) to cover estimated costs after all investment and other income have been taken into account plan for long term continuity and ensuring funds are…

4.17 Asbestos

…known asbestos in order that any deterioration may be identified. Such action will save costs for the charity in the longer term. In properties where asbestos is found to be…

3.20 The Working Time Regulations

…account the amount of personal constraint upon the individual. It is advisable to avoid the use of the term ‘on-call’ and where there are duties such as responding to emergencies…

3.14 Dismissals

Dismissal occurs if: the employer terminates the employment with or without notice, or a limited term contract expires without being renewed on the same terms. This includes contracts which expire…

3.13 Dealing with sickness absence

…days. In the case of long term sickness absence it is recommended that the charity consults a human resources consultant or takes legal advice. If the employee has a medical…

3.11 Disciplinary procedures

…increasing warningssfor disciplinary matters other than in cases of gross misconduct where summary dismissal without notice applies. The policy and procedures should reflect the size of the individual charity…

3.2 Terms and conditions of employment

…a fixed term, the date when it is to end. Employers considering offering fixed term contracts should be aware of the effectssof the Fixed-term Employees (Prevention of Less Favourable…

1.10 Other Relevant Legislation

…a ‘substantial’ and ‘long-term’ negative effect on their ability to do normal daily activities: ‘substantial’ is more than minor or trivial, e.g. it takes much longer than it usually would…

1.8 Financial management

…their short and long-term aims decide whether to adopt an ethical, socially responsible or mission related approach to investment and ensure that it can be justified. The Charities (Protection and…

1.5 Trustees’ duties and responsibilities

…and transparent, ensuring that the trustees are accountable to the beneficiaries, donors/benefactor, stakeholders and the public Effective and long-term planning – in the case of almshouse charities, this is about…


Support and Care


Chapter 10 – Care of the Dying

…terminal care in the final stages of the illness can be offered, although hospices are unlikely to be able to provide long term care if the illness is stable. If…