2021-03-31-accounts

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(over 33 years of improving homes – improving lives)

ANNUAL REPORT 2020-2021

SERVICES YOU CAN TRUST - SERVICES THAT MEET YOUR NEEDS

A Small Charitable Organisation with true, strong values:

Friendly, supportive, caring staff
Personal services, regularly going above and beyond
Pride in organisation – small but efficient
Rise to challenges, overcome obstacles, think outside the box
Resolve problems by working as a team with partners

We promise to try to provide the help and support you need

HOMEWISE SOCIETY, 2/4 WHALLEY ROAD, ACCRINGTON BB5 1AA Tel: 01254 232249 EMAIL: info@homewisesociety.org.uk

(01254 ~~-~~ 386285)

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Trusted Provider
of
Aids to Daily Living
Trusted Assessor
Accredited Retailer
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HOMEWISE SERVICES YOU CAN TRUST

EVERYONE DESERVES A DECENT HOME

Crisis in housing quality in England and its impact on older people

In 2020 the Centre for Ageing Better launched the “Good Home Inquiry”, an evidence-based analysis of England’s housing policies to determine the causes of and solutions to the problem of poor-quality housing.

Housing is a valuable national asset and whilst primary responsibility for maintaining this asset falls on homeowners, the Government has played a role in protecting this national resource.

However, four million homes are now classed as non-decent, and lack of resources is a key issue. Local authorities have experienced major cuts in funding since 2010, with increasing demands including population ageing.

Experience points to the importance of a local hub through which a range of partner organisations and agencies, funding mechanisms, specialist schemes and wider services can be organised. Home Improvement Agencies (HIAs) represent a sensible starting point, they are not for profit organisations, they are trusted and focus on understanding the needs of service users. HIAs function as a “one stop shop” and offer a local trusted intermediary to help homeowners to navigate the different options for housing improvements, levering in different funding pots to provide a more tailored solution to their needs.

HIAs need to be present in every local authority area. There is an opportunity for HIAs to open new markets that build on their expertise, contributing towards keeping people living healthily at home

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HOMEWISE is your local Home Improvement Agency (HIA) with 33 years of experience. Our Services have grown over the years by listening to clients and offering services that they need

Homewise is the vital link – enabling people to remain independent in their homes - Offering unique services that are cross cutting and address Housing – Health - Social Care Homewise is needed:

To help people tackle their housing problems, many people who live in the poorest housing are poor, frail or living with a disability
Because those with the worst housing conditions often have the least resources with which to address the problem
As we can help reduce the burden on health and social care services by helping people to remain living independently in their own homes, including reducing hospital admissions and assisting in early discharge – bad housing directly contributes to ill health
Because people are living longer and wish to remain independent in their own home.

This report demonstrates why Homewise services are needed and that we bring much added value and support to our partners. It is essential that during the coming year, we find ways of sustaining and maintaining these much-needed services.

SERVICES THAT MEET YOUR NEEDS

HOMEWISE SERVICES YOU CAN TRUST

CHAIRMAN’S REPORT

The only certainty is that this year has been the most unusual year for us all. Whilst most of our staff have been working from home, they have continued to provide the much-needed services and in some cases increased the support required to keep our clients safe at home, which is remarkable with reduced staff and resources. I thank them all for the professionalism they have displayed during this crisis, they have been an inspiration to us all. Well done everyone! I am not a lover of the zoom meeting culture as it seems so unusual, missing out the adlibs which happened in the old meetings. It seems unnatural and formal and I look forward to the time when we can meet together, face to face. Whilst the organisation continues to face an uncertain future due to reduced funding, we are committed to look at every option to preserve the services that our community needs.

Bernard Holden ~~-~~ Chairman MBE JP

Homewise is a Charitable Incorporated Organisation (CIO) & Governed by Trustees who give their time and expertise to support our services. They are: Bernard Holden MBE JP, Mohammed Abid, David Duckworth, Dorothy Westell & Derek King.

Trustees are supported by a Local Advisory Group of volunteers who provide an important link between the community and our services: Eileen Booth, Lesley Jackson, Peter Catlow, Councillors Mrs, J Harrison, Mrs J. Molineux and Mr T. Hurn

In addition, Homewise supports a Focus Group , an independent group of clients who play a vital role in ensuring we provide services that meets the needs of our community.

Our Vision: Everyone to live in a well maintained, adapted, affordably warm, safe and secure home

Our Mission:

To serve the whole community by providing a comprehensive, impartial help and advice service on all aspects of home improvements, adaptations, repairs and maintenance.

To encourage, promote and support the concept of independent living, enhancing and promoting confidence, security and safety To work together with other organisations to enable this mission statement to be realised.

Our Aim is to:

Provide services that meet clients’ needs
Continue to build up the expertise of helping clients to improve, repair, adapt and maintain their homes
Ensure that clients remain in control of all decisions and are kept informed and in all cases, the needs of clients remain paramount
Offer flexible and sensitive options to help clients to live independently and with dignity
Continue to provide quality services for all clients
Work in partnership with local agencies, local authorities, contractors and clients to ensure that together we deliver a quality service that ensures value for money
Continue to seek funding for our services
Continue to develop and implement new services that meet our clients ongoing needs

Our Commitment: We can’t promise to help everyone, but we do promise to try

Equal Opportunities:

Homewise recognises that this country is a diverse society and believes that no person or group should suffer discrimination on the ground of ethnic origin, religious beliefs, gender, disability, age, sexual orientation, marital status or low income and actively works to ensure that all information, advice and assistance is available to everyone.

SERVICES THAT MEET YOUR NEEDS

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HOMEWISE SERVICES YOU CAN TRUST

Dedicated/experienced staff team – Here to help.

Sue Sinclair – Chief Officer Carole Perkin – Service Manager George Barnet – Technical Officer Lyndsay Wheatcroft – Senior Case Worker Paige Conlon – Case Worker Nicola Mullen – Case Worker Sandra Ward – Monitoring & Admin Officer Holly Hartley – Admin Officer Tony Westwell – Adaptation & Repair Officer Aiden Gray – Adaptation & Repair Officer Tim Stevens – Adaptation & Repair Officer Darren Wheatcroft – Recycling Development Officer

QUALITY SERVICES – QUALITY STAFF

Homewise is committed to providing high quality services and our greatest asset is our staff. Homewise has maintained the Quality Mark from Foundations (National award for HIAs) since 2004 and was recently reviewed Nov 2020. The assessor commented “Homewise is a safe and trusted provider of HIA services and is a well-run organisation, with a good understanding of local needs” Homewise also continues to achieve Investors in People accreditation and has maintained the standard since 1998. In the recent review (Jan 2021) the assessor commented – “Homewise has made some really great progress over the last 12 months, especially considering the last few months with COVID 19”

During the year, with reduced staff, reduced resources and difficult working conditions, staff have amazingly helped and supported all clients who needed our services:

Homewise committed to providing quality services that meet your needs

Performance Indicators and Targets: Target Achieved COST OF SERVICE No. of Enquiries 3,000 2,418 No. of clients assisted with work 1,500 1,454 Value of work £250,000 £286,956.97 Security £1,471.80 % of older clients who continue to live independently 70% 88.30% % of BME clients 3% 3.65% Homecare £24,524.75 Memory Matters £69,784.48 % of disabled clients 55% 70.22%

Advice & Support £69,329.05 Independent Living £32,041.43 Aids & Adaptations £159,206.80 Security £1,471.80 Handyperson Service £5,540.79 Homecare £24,524.75 Memory Matters £69,784.48

H omewise is at your service O ffering flexible sensitive options that M eet your needs and E nhance independent living by W orking with you to I mprove your quality of life by providing a S ervice you can trust and E ndeavouring always to give satisfaction

Maintaining High Quality Services – Maintaining Client satisfaction:

Client satisfaction is very important to us, with all aspects of our service being monitored for quality. Due to Covid restrictions all questionnaires have been completed during follow up telephone calls During the year I am proud to report that of the 100% of clients contacted felt that our service was either excellent (99.32%) or very good (0.68%), which is overwhelmingly positive and demonstrates how much the services are valued. We have had no complaints during the year and no suggestions on how the service could be improved.

SERVICES THAT MEET YOUR NEEDS

HOMEWISE SERVICES YOU CAN TRUST

CHIEF OFFICER’S REPORT PROVIDING VALUE FOR MONEY SERVICES

Performance Indicators and Targets Last year has, without doubt, been the most worrying and challenging time for us all. Item to be measured Yearly Target Achieved

I am extremely grateful to and proud of my amazing staff who have relentlessly just got on with the job,No. of Enquiries 2500 5444 in many cases going above and beyond to provide the much-needed support that is keeping people safe,No. of clients assisted with work 1000 2485 warm and secure in their home Value of work completed £500,000.00 £389,781.76

Average No. of weeks from enquiry to completion 8/20 weeks 2.17 weeks Whilst it has been a very difficult year with the loss of staff due to the ceasing of LCC contract for Advice No. Of Repair Officer jobs 1500 2423 & Information/Handyperson Service, the national pandemic/COVID 19 restrictions and Government lock downs, Homewise made all the safety precautions, staff fully equipped with PPE (Personal protectiveAverage No. of days for aids and adaptations 30 days 9.01 days equipment) and services continued as normal and have been available throughout providing excellentAverage No. of days for small essential repairs 30 days 11.1 days services and crucial emergency repair service to meet clients’ needs however complex they have been.% of clients who continue to live independently 70% 100%

% of BME clients 3% 3.12% Although it has been a very tough year, we incredibly raised over £64,000 to provide additional essential % of Elderly clients 60% 77.37% services and support during the year, many of these schemes have come to an end and it is back to % of disabled clients 30% 71.27% square one, so our future financial position remains a major concern.

However uncertain our future may be, we will continue to work hard to ensure that we continue to provide the support clients need by looking at every possibility to find a way for the services to continue for years to come.

Thanks to our many partners and funders who enable us to provide the lifeline of services and support that clients rely on and deserve. Also special thanks to Trustees, Advisory Group and Focus Group members for their loyalty to Homewise and extra special thanks to my wonderful staff for their energetic commitment to tackle and provide whatever support clients need.

Thanks Sue

WORKING TOGETHER TO SERVE THE COMMUNITY

Many thanks to all our funders and partners – We couldn’t do it without you:

Hyndburn Borough Council, Ribble Valley Borough Council, LCC Adult Services, NHS East Lancs CCG Hyndburn Homes, Lancashire Police Authority, Lancashire Fire & Rescue Service, Age UK, Carer’s Link, Crossroads, Community Solutions, Maundy Relief, Care & Repair England, Community Safety Partnerships, ARV, Multicare, Accrington Sick Poor Fund, Grocery Aid, Longridge Rotary Club, Heinz Anne & Carole Kroch Foundation, Independence at Home, Ruby & Will George Trust, Hospital Saturday Fund, Rainy Day Trust, Care Workers Charity, Retail Trust, NHS Pensioners Trust, Wilpshire Parish Council, Peel Resident Group, Friends of the Elderly and others who don’t wish to be named... and not least an extra special thanks to the many clients who have given donations.

Extra special thank you to everyone who has helped and encouraged our work during the year, although you may not be named specifically, we hope you will still know how greatly we value your support.

Thrive consists of local charitable organisations (including Homewise) delivering holistic, individual specialist support services to vulnerable people with complex needs.

Thrive mission is: To ensure that individuals and families receive coordinated effective support from a partnership of agencies with shared commitment to putting them first.

SERVICES THAT MEET YOUR NEEDS

HOMEWISE SERVICES YOU CAN TRUST

JUST A NORMAL DAY

Lady, 81, boiler broke down and we were able to get the funding rushed through and install within days. Outcome : Lady’s home is now warm and she is not worrying anymore.

Gentleman, 64, whose home had become in a state of disrepair due to a leak in his bathroom. Our technical officer identified that the roof required repairs; some plastering and a replacement window were also required. We successfully managed to raise majority of the funding from charitable funds (£2,000) and the client was able to contribute £311.00. The gentleman is thankful we were able to assist with getting the repair works completed.

Outcome: The gentleman can now face winter in a much ~~-~~ improved home.

A 95-year-old gentleman contacted us as he needed a grab rail fitted in his bathroom to help him when bathing. He was unable to wait to be assessed by Social Services and was happy to pay for the service. The work was completed within 1 day.

Outcome: The gentleman was delighted the rail could be fitted so quickly and that he is now able to bathe safely.

A couple in their 70’s needed a reroof at a cost of £5,800. They had limited savings and their income was low. 12 applications were made to local and national charities 5 contributed.

Outcome : The couple are able to remain safe and warm in their own home.

An 83-year-old gentleman, needed banister rails fitted urgently

Client Comment: “the work carried out was wonderful, we don’t know what we would do without them”

Following a referral from Social Services for a 73-year-old lady; we assessed, measured, ordered, and fitted the external rails needed.

Client Comment: “Very efficient, they did a brilliant job and I was very shocked at how clean they left it, I would not fault them”

A 77-year-old gentleman’s boiler was leaking and water was coming through his ceiling. He was worried he would not be able to get anyone out due to the pandemic and that it would cause a lot more damage if left. A local contractor visited the same day and was able to repair the boiler at a cost of £60.

Client Comment: “I was ever so grateful that we were able to get someone out at such unprecedented times.”

An 84 year old lady was struggling to turn her bath taps on and needed to bathe regularly due to a skin condition. Our Handyperson called the same day and replaced the tap washers. Outcome : The lady was very pleased with the work done and can now safely bathe.

A 77-year-old lady rang the emergency line as her electric had gone off in her garage and she was unsure why. She was worried as her washing machine and freezer (full of food) were in the garage. An electrician visited the same day and checked the electric and found that everything was OK – He did not charge for the service.

Outcome: The lady was so grateful for the services, especially at this difficult time.

An 80-year-old lady rang as her gas fire was not coming on and she uses her living room all the time. A local contractor visited the same day and repaired her fire at a cost of £20. Client comment: “very good service provided, pleased with how quick and efficient the service is.

SERVICES THAT MEET YOUR NEEDS

Registered Charity No.. 117g)77 Homewse Society A Charitable Incorporated Ckganisation Annual Roport and Financial Statements for the Y¢ar ended 31 March 2021 Lee Accountancy Setvices 46 PineWd Drive. Accringion 885 6UG

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Ho¢)wwts• Soci•ty cio Twu$t•o8' R•port Report of Members tsfthe M8n¥qemert Crynmrttee for thevear eThJ 31$t Marth 2021 STRUCTURE. GOVERNANCE AND PIANAGEMENT The Homese sety CIO Ks a Charfat Irated ICIOI. reQere wth Ihe Chanty Cfthmtssion on 5th July 2018 Iformedy a Cwpwalwe Clynmunity 8efft ar¥J ha5 o¢er8bN nAqU&l 19871. The oiqan15aknon r& Aovetrd by rt$ nrttri. CORE 0EvE3 . To provide a full¥ coMpreheNe Hc¥Me ImF4wmem AqerKy Sw¥1 aTrJ Rsble Val¥ . To prD¥ ad¥¢elsupptyl ryi finanrxo horne repaw5 iN)io¥emeThts . To enaNe dnIS lo obtain revant 5eMces. ererqv efficncy Afartsiadve. pr8%wh)n. fve etc. To woyiue aaailionai support 10 oklerldbfj peopk a¥J Ir¥knThJ)i IT - TO 0¥1 advte on v49liare trIsIO[ lutVJw those (•ts mav t to HornowiB• Valts•8 FneDdl¥. sUPPO[Ie. c311 slalf Personal 5etvir£5. re48Y abM aTrJ t¢yMd Pnde In ory¥anisaihin- small eltw RL8e lo Chalknqe. overcome obsta(5. think tyA8¥J8 th? bo Resofve problems by as a team %h partt "Ovarall, i¥ mor• than Ita c¢)mpahy. arn a fwN"ty who go •xtra mile for our cliènts. ros1 IB8ues howov•r Émall or larg•. W• not provido $oThi •lsoa netr•Aowk whlch Tclts InLMTtly w Court on to hèlp th•m find • $olutkn to any problems- Recruitmont and Ihductlon of tntslees TrLJ51ee5 are membèts oflhÈ lotsl community are usually Irwd¥l wdh ts ¥oN8r¥ wjoi. 11 a Trustee reswns a membw * reuurted bv exts11 Iru5tee5 Newtru31ees sllend an Irnluctron rreevnq qNen by the C101fity tr1M ofttsr ?S aThl respor¢sibilIt& Tte Trustees are qwen Ire backorou ofihe OFQanLsa ar%J Oetsts of all VE seTv5 provNkd. N¥ trusiees are ask to comtheie a 5kilLs 3(Klit Wnd proVd th an 111f(ma¢ pack mcJAes I1 ¢Jas offrrture Th8 fi[4 part ol thè Inoudion to shrA¥ ts Inrslees arour¥J ti pwtses be 10 Staff. Idl(w tntstees are In1JU(j al tsoard rne8tinos Reporting and rovi•wlnp Trusiees reVW activities finances èThl ou•lth ol servw ouartth Inf(xm3thon aThl eValuatM wjrts are LVO¥Kled lo funders and TTusiees reyw rrfOrnlar 8ThY set rw taroets. cons&nrffj firture demTrJs. ACHIEVEMENTS & PERFORIAANCE 11 has been a Very difficutt yeaT C(1nu1A lo provKJe (The Trth¥l seAfW rwied ItY(x4hoth a natsonal COWTr19 pa¥¥Jerni¢ Homewse has been ia¢eo many thairMJes. Trx 10 keep st1 a1 50È Oealirv4 Witn emet9enGy repairslissues. havinq to set up new pr(Ke(lures arxl practicts arKI uSA leth¥ for linkiry nlo reqular Webinats. fuilMhino staff. ensuiirffj adequate of PPE ac Initiall¥ most $18ff rated lo work from and. when COV resIrlOnS alkn¥%Ed. the offi has been i¢n part l# Staff have (Dntin to uo tne extia mi as akavs aThl Cale0 sw¥ices t1)4x downsl reslnctions arKI have manaoed lo and tsck al eMerfP Ihat ¥we rad MAINTAINIPIG HIGH QUALITY SERWCES Homew5e conlinues lo rneet thè Inveslorg Ifb slandards (held 19981 ¥ reviyiin Fetuary 2021 cl¢ $Wtslacllon. Is vuy Imp¢xtanl to U5. wih all a5wls ofwr XtS bÈw Mrtred trquaY The r3rried out Is measure(J In a v8rty of Orfler1 wavs frIMn sausfathon ase5. lolow w frphtY and technical officer's InSDectK)ns dLJnw IrÈ vear 1ecefvlr 1Crt)% sDse$ 99 32% was ExL*tkni. 0 68% lett Ihe ser¥e wa& Very rj

Twustoos. k•port Iconiinuod) During tho yo•r- omevdise Contin5 lo rKovwJe the lull rawe of 10 HyThltAJrn and Ribbkn VaHB¥ has ep•arnled the MmorAls Adaptations lo RO5SerKla. in athjitn lo Mem¢yy Mallers a¢hJ ReLrydIr of tlsablity Avts thrLwhyJt East Larushire Duriw the Vear ¥%e haw assisted 2.418 peoDWamthès thich h3s re n provN1m 1454 Njising. repaits. wrovenEnl5. enerov effi¢n¢v ¥vks. Hand¥person small essent1 tepaK5. miTh)i adap1als. accnl DVenIN)n aThl Our IndepeTKJeth LIWNA Cenlre has Slwpd 386 dS Mlh ¢tsthhlv aAJs lo rreel Itr vKINKluJl n2eds The Memory M•ttern proJEth conlin$ 10 have an ernmous Irnpad on suppthNJ pe tmenti3 and cartr3 * hys asgislpd p90p.11MIIs In addth NHSIS(I Caie makes a siaooerina tentl c0515awrffj of£348 on ovent falls and a MaxMn olf117fy1 IKA) sawrus w resKYer4d c4re w r. NHS East La3 CCG have aoreed lor IIE tExt Iwo years Looklny to tho future Whilsi It has been a ¥etv 11x Pr. ratseo ¢J¥er £64.iW. to prywth ts 98swrtiwl needed lo keep people safe wèmi secure and iThJepeThYW ill thew hDmes Ath(xNTh * Th•¥e sUffKl ieserNEs. w kM4etm laa1rtY remains a major concèrn We are very proLhl lo prov¥k ¥rtal sEr¥Kts arnl. amwih ourluluty may be L•K8n•thi. cryttYMJe to th hard to ènsurè thatwe contsnue to Drovide the suooort by at every 10 T•id a lo for [s to em. FINANCIAL REVIEW Fln•n¢lo1 posltion AI 81st Maich 2021 Ihe thl of reserye5 £452.429. of £Xffj.625 was unrwna•J fiJrbJ5. IPJAe 12 We 15 ConbrNenLy SeNKes- £13.7521. Re5er¥e- £310.3761 R8serveJ pDII¢y The irusiees have revd Ihe reserves tharly It 15 of ¢th8rfy 10 m¥ilUin • 1 of rese5 Ihat IS recessary lo wwble chaiity ID be manaoed efficnllv aTrJ to a safe tmjffer rf ¢YOSL¥e thukj trxcad UGW u5. TIE Iiustoes c¢%Ider thal the mtsst aptyopnate ol reserw6 b& w month¥ of rstrt4d gxpeThYiture amountsryj to £310.375 On behatt ol Ihe Tru$iees B Holden MBE- Ch•it Approved bv IIE Board on .. 21Y21 AS tthalt tyrf". B Hokjen M8E JP Ch811- TNslee D J IAJ(knt Treaswer. TrLL5*e

Indepondent EA&mln¢¢• Roport to the TnMtw¥ c4 Homwlw Socioty CIO R8KwsibiliW and ba848 01 I rèD¢vt lo the thwity trusteÈs on nw 8xamirTrakn ofth? c10fort ar en 31st March 2D21 A5 iThe CIO'S Irustse5. you are resPWt preparakn aLXWlS in actordarKewdh the fwuwDentS Of Chanis Aci 2011 A(n I report in rts8PeCt of rn¥ gx•mination ol Iho account¢ C2Thigd eArt Lmdot 144 n11 ?011 Aet nd In carryi1 (xrt fflv examina11. I ha¥e foMo¥tsJ al a&LIe CYeGkns qNen ty the Ialv Comm¥ undeT 5ectiM 1451511bl of it Aci Ind•wnd•m•xaminrfs ¥t•t•N thanty's oross xKome exCed £2.[th l am ty11 to utwjertake trt examinati by a member oftne As%)cbaiw)n olAccoun1i Techn5 IAAT). olthp hsied bod5 I ha [X)mpted my ex8rnmalH)n I confim that matenai mattÈts na¥e my attentiM With the examin8liw qNes me Ca 10 bekeve Ihat matenal resp1 . the accouniiw 18cwd$ nol kept In aCc(¥dae lIh sedkin 130 ofthe ChaitS Ad." . attouNS ac(x)rd ith the atayjNir tetords ar . the accounls dhl not comply I¢h the appkcable rEqUIeNlS Ilt fomi arxl of accounts Sel ln the chanIS IAcc(xmts atKI Reotytsl ReqallonS IYJ8 thrlhan anv r•JuirMbert Ihal the at£ouftls gNe a and fa VPAfWtwch ts nc4 3 matler as w ofan TrIer1 examinah'on shwkl be dia¥bn In reLWYt In to enatA2 a yoper ofts to be z)th Denise DO MAAT ee Accounlancy SeM(s 2021

Homewise Soclety CIO Stat8m8nt of Fithanclal Athill limcludlno InGom• Exblu1• A¢counti for Yoar ErbdBd 31 IAar¢h 2021 iJr¥esiwJed F1 Total FuTrJ5 2021 Total Funds 2020 Incoffle and Endowmhts Donalw)n5 and LeAacie8 Chanièoie activthe& 12.1661 387.284 (2 1&5) 383.318 I Z.3431 392,861 (3.W) Oth•rtr•diilg A¢tlvltl• ID¢ome ftorn Inve&lments 91 2.n1 2.8T2 3.853 Coron•vlrus Grart Irb¢om Coronavifu$ Job Reienliori s 2 4 OihÈr coronavir Grants 7245 21.794 T245 21.794 3.875 416.889 413.014 EAyndfturo on Expendilyie on ra15mA lu$ Expendrfuie on chanlable 1.721 4¢X$ 873 402.594 5.008 407.602 371 644 6.858 378,502 Governantt costs Total resowces expended 405 881 Net Inme t[or8 Iransler5 15.5961 5.412 15,869 Tr•nsfors Transfers beteen frS 15 27.394 Nel movernents In hJnds Is 21.7 5.412 15.869 Roconclllltion ol lun Total funds bn>wht loThva Toial funds carned lotwar 284 827 .625 167 WJ3 1S1.217 452.430 457.842 436 561 452.430 nrrtes p¥Jes 7 10 12 fc4m an Irrtegial part oftlw fjnarKaaisiakn)ienis PaeS

Hofflovii¥• So¢igty CIO bance Shget a5 at 31 IAarGh 2021 20 2020 Fix•d ame¢• TaThJib assets 5.027 8.945 Currgnt assets sio¢ks aTKJ wotk In pr(oress Debtois Cdsh ai bank and in hèTh 14.683 42.847 4É3.032 16.867 43.402 10 491.435 Crodknrn.. amounts falllng due withln ODO y¢ar 67.747 47.950 452.815 443.485 Net •¥g0ts 457 842 452 430 Tho lund8 ol Ihp chrity: 15 R&strict•d Im lThlependenl Iivit DeS?d lund Core Horne[e services 18.383 31.452 4.000 93.680 42.018 69.056 66.224 Restrf¢tsd funds In deficrt Dementsa . mernory rnattetS Vans Securrty ShDP mobilfftl 140571 12261 1491 13.YJ71 Total r85trf¢iod nd 151.21 167.604 Unrostrictsd lund$ un$1Cled income lufKIs 824 264.826 Totsl charity lunds 457.841 452,430 Aptwoved by the Board on .. 2021 stsbehJff by B Htsklen MBE JP Chair. Trttee D J [ck pw 7 10 12 ILM rftyral pan of11%5e f[]81 sIaleMlS p•J86

Homowise Soclety cio Motvs to t FinanGial Sial•fflt• fortrk• Yg•r Enthd 31 IAarch 2021 1 Accounung Wlcl• B••i• ol pr•wf•fion The financ1 siaiemeffls en tyepared uthlhe h"sIra1 c051 fAThntir arwj ar£ordte Ihe Slalement of RewrnerK PrnCt Ac¢wntyN and ReporthlQ by ChanliÈs'. Financial Reporti Standard altable In VK IFRS102 effethÈ Jarnary 20151 In rA%nmon mosi tneSseS arvj H18 has e¥4)e tho ?IfÈds of the CrS ICovbY.191 Th@ ifttsiees have13ken al witAe Ste 10 0raanw1N ary255. tek¥anl Govemment and 0¢ Grarf$ Igoè C4)ronawirtts CJran15 Ik} 4rKI lelS hd aeeountsw pd Unre$irded iro>me fthls are gerwal fuThls Ihat are aYblÈ attt trusiees. disLYekn In fwllv¥rK ollhe obiedi¥es of Ihe ¢haiity Reslncted lunds are Ilk)% lor a p•ts)Jèr area or Sjr speofic PLrnses. the ofwl( ¢ restncted to Ihai 3re3 or pwpose Dèficrts aThl surrlu5es on restrKJÈd and uryesbKJed ldS at baiaw SW date aTrJ. tt cOnSeO appropriate. a diminated or by IrarLsfers to orfrthn eStrtea (uthjs rtails ol each furKI 8re ots¢iosed In rwjte 15 In¢)m• •nd En¢lowm•nts Voluntary Inc warrts that k¥o¥Kbp core futsJwN LW we ol 8 nabje is recoqntsed ¥there there enlitkmont. it is ty¢knt48 Ihat il be re aThl Ihp am(yJtt C4n te mpasfftd ¥nth suffiueni reiiatslity. tthffed iwne rerKe5errtS recw%d br fthe bs to incomi resour in Ihe n{ for rt has been rec8wed. Such is defed )en . Ihe donor 5pecrf Ihai the qrani or donab¢y) m1 be WJ futute accountW LWK)ds. or . Ihe donor ha5 Imposed eondrtws must be md trfore the th3ril¥ ur0rtal Mrtment. COronwir Grnr Grants are recoonised in the ExpeThliturp a¢¢wii o approwwttrm•Thwthal malths wlh I expeTrlrturÈ loYAS tY are Intery 10 CWtritKrte Tne chanty receNed 4ranis £29.039 of Smai Busne5s GraN Fundw É10.orMI chan15 Fwndation ICAFI Enr9er Fund £3.(tQ. L¥rmXhi CC (a.7 ffj total". corOna[uS Job Retenwjn Scheme £7.245 £I0.(K)O SBGF or(wthJ SUP[ 10 rAMir prov¥Je Ctye lo ¢Etrts. CAF furwJ1 enat>W Lts 10 equip staff lo faulrtaie hom8 Lancs CC enaDieo us 10 adolal safety fpatuies In rAa¢e and provvje Staf[ PPE CJRS qrnnt¥AS to oav 68LqriAs it bèc¥n re$s¥ry to pul staff M fL¥kh Exp•ndltur• Liabili1$ are renISed as socffj as Ilwg Is a Wl or cw51w(kp Committir ()•lity ID tho expei¥Jiture Wl evndlwe LS loi w an acrAL41L% b8y5 a1 has been da$sd und¥ headinAs tTh aBoreoale a• costs rglattrd to the catèjtyv Costs Ofa8r8rw funds are Ihe costs aSS0(aat vffjth Vokjntsry ChaFrtaNe expelIre c(wnpnse5 Ifw)se costs Irred bvthe chardv In IFe dtherv ol Its 8Cwbes and Setvi$ lor its b9fan98 It Ihxl e.An . alknraled d.1V to 4iKh admknes and Ihrtse cnsts of an nature rte$$ary lo sw>port them. Gowrn•nu costs Gowtnance cosis Incath costs of thÈ preDar)n ollbe slatrd(xy alts. the costs of t meetiws and the cost of •w ¥1 advKe to IruslS w ooKman(x or tOnstitsrt81 matler5 Irrecov•ThlJle VAT Thp. nrles on pw 7 10 12 ftyin an rteofal part oftW finarKial stat1$ P•J•7

homowlse SOCW CIO Nots¥ to th• Firt•nclal st•l•nts for th• Yoar End•d 31 Ilawrh 2021 Ic(11 Going Concgrn Whilsi fundinq from LaraShire CIKMI last 31si Mar£ 2020 for the aThY InforTnatn1HandPrSw SeThKe Trustee5 ha¥e aATeed 10 re5et%s to keep Vrtal Trusiees are &xorin0 (wbons for Ihe term sustamAMy oflhese ser¥Ms te are (jerrt reserves 10 gw)port Ihe omanLsatK)n Iw Ihe 12 mrwWB. Whether IIE CIO can crythue as ¥ qtyTri the km lemi de[lS wlcoii ol applicatnS In Ihe rrent hxver We$tt bme rffjncwn basts ral aptyokxte. Fix•d aM•t• 1Th1Wual fixed a5$8ts coslw £11xI or mrye are rerlythd at cost. D80ieoatsw ts pro¥hYed w I3[e fixed assets so as ¢o¥Ne off ts cost or Valuation. sS any Èsbmaied resKlu value. thr expected usefrl economK hfe as fokms." Planl aryj machirffj wlor Fixiures fittIrS and uirthent 25% on tt)si 15% Th133% on baLqre stock stock Is val0 ai the of CDSI realwb value. after due tEqaid obs¢)lele (A¥ o¢ks Net realisable based on Se[ prKt kss cosls to ¢M(48 arhy ec6ts. GMd8 donatsd for rtsale Donaied qo(wJ5 res3 are mea8Lwed al lair wdlue hithe Re1& pa¥abk operatwN as¢s We itt the stemw of a¢wties on a straliht k"r b•818 over Ihe ase letm. P8nslon costs The chan¢¥ oper¥tes a def rrtbtn De0 ConirknJins pay th the soleme are chaiqed lo Ihe Slalement of Finan1 A(thf$ io try tElale Pwp8

Hort150 Sol•ty cio NotoJ to tho Flnncial Stt•m•nts lor th• ¥1 Endpd 31 IA•rch 2021 Icorstinwdl 2 Analy81¥ of Inton9 2 1 Donauons & Amount8 ree¢lv•d Fundvaisw dwats Donations Multicare SwxltWJ 210 6.854 10.344 139 Total recei¥4d 10.3B4 7.403 Adiuslweni net ldeferredyxu wr 112 5501 19.7461 Revenuè 18coonthJ 2.166 2.343 2 2 Chartt•bl• Activ511•s 20 20 Amounts rn¢eivqd Ribbk Valky BC LCC senmces BUrDV 8C HyThlbum UC GranvLCC aflNdab ¥Ypth Communrty Sakn Partn8rsh lepÈndenI Aqe Lanca5hfe County Council Communily Solulrfx Prospeds Wthlall Lottery CommuThiY FundiThi East LaneAshire CCG Enèrqy lef¥1 fee Esseniial wjrk lut¥J Handypersan serv nls. c(xthbutims tM1eoet)Jenl Livino C4nlre Re.c¥rJed awJs s(thme Shop MO1 sdmÈ HARV East Ac¢nron area marw• HwndtAJm BC lèès S.760 5.650 109.948 3.285 27.654 3.072 15.OfK) 162.323 10.005 27.654 1.233 116.332 10 0) TT.404 2.535 20.896 63.334 21.927 16.915 2.812 4.689 293 9.402 4.151 375,297 379.539 8.021 13.323 Revenue retoJneO 383.318 392 862 Bank IntprP.sl recewed 2,822 3.853 2 4 Cortsmvlws Gr•nt bibcom• Small 6usines5 Granl Rew Job Retenbon Scheffle CAF EMmge Fwhl Lanca5hire CC 10.r*)o 7.245 8.794 29.039 413 014 394 372

H•m6i$¢ So¢iW CIO Not95 10 th¢ Finaficlal Stst•mvni8 forthfrY•r Énd•d 31 2021 I¢0bnoI 3. Toi41 re5oul¢ •xp•ndod Dorwllons •nd legxs ii¥tty Tcal Oiroct costs Cosi of q¢)ods 50hJ Olher d11tct costs Emgknwreni cosls E51abli$Meni c0515 Rèoairs and MaInrnCe offi expenses Pnniiw post atKJ slati Surklry and olhpr (y)sts 58.395 49 702 245.044 29.538 471 3.199 5.(65 5B.395 49.702 245.044 29.538 471 3,199 5.065 626 6.538 Moloi Tiavel atwj 5uDSISWK Advertisinq a1 pr(1 Depreall0 ol 18roib fixed 35se15 Disposal of fixed asGets 6.536 100 3.919 3.919 Govornancè. Cost ol Irusiee AccountsnLy fees Leqal and piofgswn4 costs 73 1.479 3.456 1.479 3.456 402.594 407 602 No tiuslÈès ie¢Ned any rgmWraI durthll the 5. Not Inc t InCe aner tthatQ 2020 [pr8uatn oftsr¥Ji14e asxts 3919 4398 6. Ernploy•M' rqmuh•rntbon The agllrtllate Pa¥Tdl costs olemrkn¥Ees Yd5 W3oes and salais Swal secur Pen5v)n 219.115 13.175 12 495 244.785 207 406 12719 11.224 231.349 gockiy were paid £75 440 In totsi. 7 Avornge numbfrf of employoes Averaqe numbei rf empk)ys thJrw ts yearA5 11 8. TaA•tfjon The chafrty exem fv(n iaxarKffj m irt(M¥ oan5 ithMI YJ5 offv Taxes Aca 1988 of socbon 252 of of Ch3roe3bltr Gays Acl 19g2 10 extent Ihat ItEse *e aNJked to ts tharftab objects. P4e 10

omow15e Socl8ty CIO Not•s to the FiTranchi1 Statamprts lor th• Year End•4 31 rch 2021 I111> 9 Yangibk• flx•d •syts FlxiiirnB. Tcéal Cost Al 1 Awl 2020 Addrtion5 DisDosals As al 31 March 2021 14175 13.K 27.481 14.175 13.3Q6 Dèprnclatio AI 1 April 2020 Charqe for Ihe year Eliffl on disposal As al 31 Maich 2021 6.938 11 598 375 18.5 3.919 10.482 11.973 22.455 book valu• AS 3131 March 2021 As ai 31 March 2020 1.333 1.708 5027 8.945 7.237 10 D•bior¥ 2020 TFade debto PreDaymenl$ 3Th13crnd 20.405 22.H1 42.847 26.494 16.W8 43 402 11 CrgdltonF'. ¥mottr I1n9 due (ffty•Ar 20 20 VAT Acrjuats arml derted irt( 17.041 50.71 67.747 9.488 38.462 47 950 c110r5 afflrts fallirw dUP7th ore yar ¥KNJts$ ¢kkrwed ." 2021 twe[r8 IrK(wne 45.991 32.761

Hom8wise Soclèty CIO Notes to thè Financlal lorlhg Y•af Endgd 31 IA•r¢b 2021 IGOnllmwd) 13 p810 ¥clw D•fin•d ¢otWlbthn wmion The ¢haTily opwales a defiThts4 perth Se. The cost charge the rorirl [mSeThts rn1[ut$ Da¥abltr bylts th•iity lo sr4vne am(wrrted to £12.492 12020. £11.2241 14. R•l•tod parti•4 There re no rdated paflv IrarwdK)n dwing year. Controlling •nUty The chaiily is conlrolkd by tr Intee5 15 AnaWi8 of ltsnds At 1 April 2020 IrKorning A•8our •XVrd At 31 Mar¢h 2021 ¢rTal fund c0nlinqerY 3er¥Kts Reserve 13.8741 {1n1) 13.7521 310.376 282 982 27.394 284 826 3.874 1.721 27.394 306 624 Re8tri¢tsd lund¥ Independent INI Cb51qnaled Colè [ne seThKe5 Van5 Se¢urrtv Shop motxlrty Essential wor* lund Demenira.fflernory mattws 31.452 181.000 (194 1571 18.383 4.000 69.Q56 .224 14.0571 12261 93.680 42.018 13.X)71 87.251 S).901 184.4831 126.6951 15501 (1.4781 11831 117.8871 80.147 405.881 127,3941 1.253 474 17887 78 034 416.869 2.113 151.218 167.603 27.394 452 429 413.014 16 Il•t awiB by Total Funds 2021 Tirfal FurKIs 2020 F¥ndJ FwdB 5.027 213.938 167.7471 5027 520.562 167.7471 8.945 491 437 147.9531 Curienl assets CiedilDts. Amounls duewth one year Nel as88ls 6.624 306.624 151218 457.841 452 429 Je12

Homewise So¢ièty CIO Year ended 31 118rch Z021 Income and Ex1bd¢ts[o Accoiini Incomo Oon•lloM & L•9K 2021 2020 FMdra15w d(Tri DonK)ns MuthGqie &JThJS 210 12.8921 2LYJ 139 12.X6) 20 { 2.1661 12.3431 Activitss lor ge[1 fvrKIs Ribb Va 8C LCC Adutt Serv HyNSbuin SC GraNILCC affotdat Wdrmth Comrnunrty safety partrEt3h LancashiiÈ Crmjnty Cout East Lancashife CCG Ewoy referal lee Esseniial wotk Ha¥perS Clients. conlnblrtnS Irhlependenl LMW Centre Re.Lycle(i aNlS stheffe 5 7eA) 19).469 27.084 973 147.040 24.933 1.233 1(6.876 56.563 64.761 5.070 17.887 11.608 65) Z7.372 1.860 4.689 21.741 2.813 Slyjp rrK)bihty Ea Accnnglon area managmrt IwKJburn BC fee5 BUmY SC Comrnunrty So15 P4W Prospects WiTrJfJl Lotw Ccfflrnuth Fthj {26? 9.402 9240 10 (N)5 3ft3.319 Deposrt accwnt Inknesi ie(¥¥ed 2.822 3.853 Total Incomiw Al.975 394.J71 OthBr In¢( Srn311 BUSI Gr#Thl RelEf Job ReientK)n sL*e CAF Errwry Lancashire CC 10.(m 7.245 8.794 Camed loThwdrd 413.014 3g4.371 CoTr1ird ....... P¥13

Homowi$é Socloty CIO Y¢ar ondod 31 March X21 lThcomo and Expgndiiure Account Iconiinuedj 2021 2020 rowht fomard 413.014 394.371 ExpondNur• C05t of g(KJs sokl diiecl costs Employme costs Estab1hMenI tosts Repairs and maintenar Office expenses Pnnryj, p051 aTh1 stai cieaninq Cost ol Itusiee rrer¥j5 Motor Twavel di¥J subsisterr Advertisiry arx1 promc4 Accountsnw lees Leoal and professional e05ts Profil on sak of van [praOn of tatYJIDk fixed assets 58.394 49 702 245.N4 29.538 471 3.199 5.(k15 626 73 6.536 51.197 ,697 231.855 33.676 7.914 671 11044 557 714 1.433 5.019 1.479 3.456 3.919 4.398 407.fj02 378.503 Incfft eyThJIle forts 5.412 15,868 pa9e 14

lthd•p•nd•nt Eurnin•ts R•port to th• II•poMibllth and ol r•port I w to chanty trustees on m¥ examin8kn of b)È oftheCIO JaferhYed 3t5t Marth Z02?. As the CK)'s IFustses. yw are respts lor prEparakn ofii a¢xowts In a¢Idr¥ W¢h Il rw4uiremenis Of the Ch¥nt$ Ari 201 f A(n I reoort In respect of mv exama offts Organ'S acuunts out tHer5e¢tin 145 of the 2011 AL# In calryiw out my examinat. I ha¥e au aw¢at48 tkrectiots ty¢ ts Chanty Comm¥ under settion 145I5llbl of the Aa Ind•pond•nt •x•mirthr¥ ttst•nirt The ¢harrty's gros5 exrgJed E25).(K¥J i am qual1 to uThJèttake fy exaM¥wb by a member of the A850C4alioo ofAccounbw Technic4ans IMTI. of the tsled knies I havo cornpkied mv examinakn. I th8t no m•tial matyers i)ab lo my akn in (XYX%avJnith examinatw gNes Cal th•t any manal res¢eu - the aC¢QUMino rectrds not keoi In accordarte sectron 130 ofthe ChitS Art Iw . tts attourns dio accord ac¢ourrtiryJ wtos or . ihe ècwnis did Th)1 compty apphrable rtqL¥rernenls coricerniw lorm otent of accounts set out In Ihe chan1$ IAthrTrts ar Rerytsl ReQakn 2W other than any rwuffefflent that the accoun15 give a aThJ fair whth Is t 8 Inaiter c(VlSthYed as part ofan iTrJeperhYeni exaMat1n I have no concms aThJ have come across rMJ other matt5 exart#ftatK)n 10 attent0 should In report m rthr lo en8 ¥ wowr uThknranthw ofll a¢)Lhts to be thed. tnISe Dde MAAT Lee Antanc¥ SeN(%s 2021

(over 33 years of improving homes – improving lives)

ANNUAL REPORT 2020-2021

SERVICES YOU CAN TRUST - SERVICES THAT MEET YOUR NEEDS

We promise to try to provide the help and support you need

EVERYONE DESERVES A DECENT HOME

Crisis in housing quality in England and its impact on older people

CHAIRMAN’S REPORT

Our Mission:

Our Aim is to:

Our Commitment: We can’t promise to help everyone, but we do promise to try

Equal Opportunities:

� � � �

Dedicated/experienced staff team – Here to help.

QUALITY SERVICES ~~–~~ QUALITY STAFF

During the year, with reduced staff, reduced resources and difficult working conditions, staff have amazingly helped and supported all clients who needed our services:

Homewise committed to providing quality services that meet your needs

Maintaining High Quality Services ~~–~~ Maintaining Client satisfaction:

CHIEF OFFICER’S REPORT PROVIDING VALUE FOR MONEY SERVICES

WORKING TOGETHER TO SERVE THE COMMUNITY

Many thanks to all our funders and partners – We couldn’t do it without you:

JUST A NORMAL DAY

QUALITY SERVICES – QUALITY STAFF

Maintaining High Quality Services – Maintaining Client satisfaction: