chair’s report - citizens advice (members)/download… · the new systems. i want to thank all of...
TRANSCRIPT
2014-15 has been a busy year. Wealden
Citizens Advice (WCA) has worked
successfully in partnership with nine other
charities in the ‘Better Together’ project
funded by a grant from the National
Lottery. The project has enabled us to refer
clients to services that best meet their
needs. I want to thank our partners:
Brighton Housing Trust, Home Start East
Sussex, Age UK East Sussex, SEAP, East
Sussex Disability Alliance, Sussex
Community Development Association,
Hailsham Foodbank, Rotherfield St. Martin
and Clued-Up Info. for their enthusiasm
and commitment which has been pivotal to
the success of the project.
This has been a year of major operational
change brought about by the introduction
of new systems to enable the delivery of
advice by E-mail and Skype and also
through ADVICELINE, an interactive
telephone advice system. Our dedicated
staff and volunteers have been required to
undertake training and familiarisation with
the new systems. I want to thank all of
them for their continuing commitment to
delivering a quality service to our clients.
My special thanks go to our Supervisors
Ann Kates, Martha Mayes, Pauline
Townsend and Rosemary Wilson who do
an excellent job in ensuring the delivery of
a quality service to our clients.
This year we said goodbye to Caroline
Mack after eight successful years as our
Chief Executive Officer (CEO). Caroline
made an outstanding contribution to the
success of WCA during a difficult period
when our funding was reduced. She was
particularly adept in obtaining funding for
projects that enabled WCA to balance the
books during the economic downturn.
Caroline has taken up the post of CEO at
Croydon Citizens Advice and we wish her
well for the future.
I am very pleased to welcome Kay Birch as
our new CEO. Kay has previous
experience in Citizens Advice, but has
spent the majority of her career to date in
Government Service. She has brought an
excellent range of skills into the role. Kay is
very hard working and has made an
impressive start as CEO.
The Trustees are all volunteers who
generously give their time to direct WCA’s
affairs. They have a wide range of skills,
experience and knowledge that is essential
to provide the strategic direction required
to ensure that WCA remains a going
concern, is well-run and delivers a quality
service. I am grateful to all the Trustees for
their guidance and support. In particular, I
want to thank my predecessor, Dorothy
Goldman who worked very hard to lead the
Trustee Board for the last two demanding,
but very successful years.
We are fortunate to have the continuing
support of our principal funder, Wealden
District Council and the Town and Parish
Councils who together contribute almost all
of our core funding. We are grateful for this
vital financial support as it enables WCA to
continue to offer its much needed advice
services to clients throughout Wealden.
BOB JOHNSON
Chair of the Trustee Board
Chair’s Report
As Bob has said, this has been another
busy year for Wealden Citizens Advice,
where change and partnership have been
at the top of the agenda.
I must also pay tribute to my predecessor
Caroline Mack and to our outgoing District
Administrator Carolyne Smith as the
achievements listed here are due in no
small part to their dedication and
commitment to developing the service.
What about?
One of the real strengths of the Citizens
Advice service is that we offer advice on
just about anything and, if we cannot help,
we can usually find someone who can.
Although our service is open to all, those
who seek our help are 5 times more likely
to be living on a low income than the
general population and three times as
likely to be living with a long term health
condition or disability. This is reflected in
the issues on which clients sought help.
The impact of what we do
In addition to providing advice and
information our team of dedicated staff and
volunteers have been able to secure some
significant benefits for our clients.
A national survey undertaken by Citizens
Advice suggests we help people resolve 2
out of 3 problems and that 4 out of 5 clients feel less stressed as a result of the
help they receive.
What we do therefore has wider benefits,
for example:
It is likely that a good part of the
income we have helped generate for
clients will be spent locally.
There will be a reduction in cost for the
health service and statutory authorities
if we can help reduce stress and/or
enable someone to remain in their
home and/or in work.
33%
25%
8%
7%
6%
21%
Who have we helped?
We helped 4,131 people
with 20,884 issues.
99% of those who sought our help
were satisfied with the service they
received.
Benefits
Debt
Housing
Family /
Relationships
Employment
All Other
£2.4m in improved financial outcomes
for our clients, including £1.9m in
additional benefits and tax credits.
Helped clients manage £3.6m of debt
Helped 125 people at imminent risk of
homelessness.
It is estimated that every £1 invested in
Wealden Citizens Advice is worth
£18.72 to our clients
£2.46 in savings to the taxpayer
£13.16 in public value
Chief Executive’s Report
Improving access to our services
Most of our services operate from our three
local offices in Crowborough, Hailsham
and Uckfield. Funding from the Big Lottery
Fund has meant all our offices are now
open 5 days a week - offering a 4 day a
week drop in service, with 1 day a week for
specialist appointments and telephone
advice only.
This year we have also tried to reach out
into the wider community to make it easier
for people to access advice. In addition to
our face to face outreach at Heathfield we
now have 9 skypereach services in place
at Forest Row, Hailsham, Hartfield,
Heathfield, Herstmonceux, Horam,
Rotherfield St Martin, Wadhurst and
Withyham. Each location has a
laptop/tablet in place where people can
seek advice from the Citizens Advice
website and, if they want to, skype us so
that they can have a face to face service
without travelling. Take up of the skype
service has not been as high as we
expected so in the year ahead we will be
working with local councils and community
groups to see if we can find a model that
works better.
We also implemented our on-line referral
portal Cabconnect. This is a secure on-
line system which enables: partner
agencies, doctors, schools and other
service providers to refer clients who may
need advice and support. We hope this will
enable us to reach those who may not
have heard of us or who may have lacked
the confidence to ask for help.
I want to pay tribute to our Outreach
Creation & Promotion worker Linda
Mason who worked tirelessly to get these
projects off the ground, putting in many
miles of travelling across the district.
Together with Citizens Advice East Sussex
colleagues, we have also benefitted from
Big Lottery funding to support those in
financial difficulty who also have mental
health issues - this has often resulted in
our specialist money advisers going out
into the community rather than clients
coming in to us. The First Aid for Debts
(FADES) project runs until July 2016 and
will then be evaluated to see to what extent
helping clients resolve their financial
problems has contributed to better health
outcomes.
The end of the year saw us hard at work
getting ready for the implementation of
ADVICELINE along with other Citizens
Advice East Sussex colleagues. This
means there is now one phone number for
advice in the area 03444 111444. Offices
in the East Sussex group share
responsibility for answering calls across
the county and can refer those needing
more in depth help to their nearest local
office for follow up support. Membership of
ADVICELINE means that East Sussex
offices also have access to the back up
support of a national call centre if all our
advisers are busy. While it has been a big
change, the first quarter of 2015/16 has
seen us able to help 24% more people
over the phone than over the same period
in 2014/15.
I am immensely proud to be part of a team
that is doing so much to support their local
community.
Kay Birch
Chief Executive
Financial Report
Income for the year to 31st March 2015 was £391,406 compared to £360,220 for the
previous year.
Expenditure for the year was £386,360 compared to £335,109 for the previous year.
Reserves increased by £5,046 to £111,492. This increase was due to an
underspend in year 1 of our Big Lottery funded project Better Together being carried
forward - this will be corrected in 15/16.
Income
Expenditure
Wealden DC £137,000
Town, Parish & CountyCouncils £87,254
Other grants £164,490
Donations & Fundraising£2,130
Investment income£532
Staff £248,956
Direct project costs £23,012
Premises £45,010
Office, IT & Comms £38,205
Governance £8,723
Other £22,454
Our People
We could not achieve what we do without
the commitment of our staff and our 120
strong volunteer team, who give up at least
a day a week to serve their communities in
the following roles:
Trustees 12
Finance, payroll, IT,
research & campaigns 8
Gateway assessors and advisers
(including trainees) 83
Reception and administration
(including trainees) 17
Each of these jobs is vital to our service,
whether they are: providing a welcoming
face to our clients; providing information
and advice; or ensuring that our systems
work effectively and that we are using our
resources wisely.
This year we have asked the team to cope
with huge amounts of change and our
particular thanks go to the volunteer
representatives Helen Gallagher, Mike
Tollitt and Carola Coles who have made
sure that ideas and concerns are surfaced
and addressed.
We are glad to see that volunteering for us
can help people develop their skills and
experience to go on to employment and
further training.
Tom’s Story……
For those of you that have painstakingly
looked for work, only to read, or worse, be told,
‘I’m afraid you don’t have enough experience’,
it must be extremely frustrating; you begin to
ask yourself ‘how can I get experience if I can’t
get work in the first place?’. Well there is a way
you can do this that will enable you to get
amazing experience working in an office
environment, working with members of your
local community, developing problem solving
skills, report writing, using databases,
researching legislation, liaising with local
councils or government departments and
talking with a wide range of people from all
walks of life. You can develop this and more, by
volunteering with Citizens Advice. They will
provide all training required. They are
immensely flexible and will enable you to
develop at your own pace.
The large bulk of their staff are made up of
volunteers, but I think a part of what it is to be
British is a sense of public duty, that you do
things for nothing, for organisations that can’t
pay, and I cannot emphasise enough how
much of a plus that is on a CV.
After spending a year at the CAB, I have now
gone to work for a Local Authority as an
Environmental Officer and a large part of
getting that position, was due to my
experiences for Citizens Advice. They are a
wonderful, helpful and compassionate
organisation to work for, and if I could have
remained and continued to volunteer, even if it
was just one day a week along with my new
job, I would.
If you would like more information about
volunteering for Wealden Citizens Advice
please contact Samantha Weatherill on 01825
762807 or email
Our volunteers
provide unpaid services worth
nearly £600,000
Training
Some of our volunteers remain with us for
many years and some, due to changing
circumstances, only stay for a while.
Therefore it is always important to maintain
regular recruitment and training of new
volunteers to ensure we maintain high
standards of advice.
Thanks to Lottery funding we have
benefitted greatly from increased training
hours, which have enabled us to maintain
the high standards of training and support
our volunteers need for their challenging
roles. We have 3 levels of generalist
advice training:
- Stage 1 – Reception and
Administration, which takes about 6
sessions in the office
- Stage 2 - Gateway Assessor, which
includes face to face training on advice
skills and the key advice areas,
research and supervised interviews
- Stage 3 - Full Adviser, it can take more
than a year of on the job training to
complete full adviser training.
In 2014/15
35 new volunteers joined the team
16 volunteers have completed gateway
assessor training
9 members of the team have gone on
to complete full adviser training.
A major focus this year has been equipping
our volunteers to manage the variety of
access routes to advice for clients. This
has included:
Adviceline - training for all on how to
operate, take and record calls
Skype - dealing with calls from
community outreach venues or from
clients in their own homes
E mail.
Through East Sussex County Council we
were also able to offer welfare reform
training across our three offices. The
training team has also prepared us for the
launch of Pensionwise and Universal
Credit.
Pauline Townsend, Trainer &
Crowborough Supervisor
Research &
Campaigns
At Citizens Advice we have twin aims - we
don’t just provide information and advice,
we also campaign for change in the
policies and practices that affect people’s
lives.
Over the course of the last year our staff
and volunteers recorded details of those
instances where they thought things
needed to change. Overall they submitted
766 examples to Citizens Advice which
were used in national campaigning.
The most pressing issue for us concerned
the benefit system, with delays and poor
administration resulting in hardship for our
clients. 10% of our returns to Citizens
Advice concerned the operation of
Employment Support Allowance (ESA).
ESA replaced Incapacity Benefit and is
designed for those who are too sick to
work, or have a limited capability to work. A
significant focus for us in 2014-15 was
making Employment Support Allowance Fit
for Work.
We produced a statistical report detailing
our clients’ experiences over 2014.
The top issues raised were:
Poor Administration - 25%
Concern around the quality of
ATOS medicals - 16%
Hardship as a result of benefit
suspension (including debt &
needing Food Bank vouchers) -
15%.
This work has meant we have been able
to:
- give people a voice
- achieve improvements to the
benefits process
- highlight the impact of policy
change on those with long term
health conditions and disabilities.
We also work to make people aware of
their rights and responsibilities.
Thanks to the efforts of Carol Clark we ran
five information sessions in local libraries
and community centres during Big Energy
Week 2014 - reaching 140 people. These
events included free hire of energy
monitors and an energy saving quiz for
families.
246
63
73 65
319
Benefits Employment
Debt Other
Utilities & communication
Again thanks to Carol we ran nine sessions
under Citizens Advice’s Energy Best Deal
campaign, giving advice on switching,
energy efficiency and managing fuel debt.
These sessions reached 182 people,
including those working for other agencies
in Wealden:
91% of consumers thought the
sessions were useful and 85% said
they would probably take action as a
result.
90% of the support workers who
attended events in 14/15 said that the
events had changed their view on the
importance of fuel poverty to their
clients and 85% said they would pass
their learning on.
96% of those who attended sessions
rated the trainer as good or excellent.
Ann Kates, Hailsham Supervisor
Phil Carpenter Research & Campaigns
Volunteer
View from the Floor
“Not Another Change, surely?”
Surprisingly, this has not been a refrain too
often heard from our loyal Volunteers.
Almost without exception they have
embraced: email, skype, text messaging,
data protection procedures, systems
changes, personnel changes, new referrals
and referral procedures, quality of advice
improvements and …. our new telephone
gateway system, Adviceline! This latest
was, for a while, the “Bogeyman in the
Corner”, but since it started in April,
everyone has had a try and while some like
it better than others, everyone is working
as a team to provide a good service to our
clients.
We are asking a great deal of our
volunteers to adapt to all these changes.
To keep them on board they need to see
how many more people who need us can
be reached by these new channels, while
still making sure we keep our doors open
for face-to-face help.
It would be comforting to say we have
reached the end of change, but we as a
service need to keep up with modern
methods of communication and reach out
even further into the community, very often
in partnership with other agencies, so I
would be fibbing if I said this was the end
of change.
One thing of which I am sure though, is
that our volunteers will embrace them, as
they always have, in the interest of our
clients.
Martha Mayes Uckfield Supervisor
Our Big Lottery Better
Together Partnership
The past year has seen a real step forward
in our service provision thanks to Big
Lottery funding and closer working with
partner agencies in our Better Together
project.
Together with our partners Brighton
Housing Trust, SEAP, Home Start East
Sussex, Age UK East Sussex, East
Sussex Disability Association, Sussex
Community Development Association,
Clued-up.info, Hailsham Food Bank,
Rotherfield St Martin and our colleagues in
Citizens Advice East Sussex (CAES) this
funding has enabled us to:
Use our three main offices to provide
specialist advice and services in
housing, welfare benefits, money
advice, advocacy, homelessness and
advice surgeries for older people. We
have helped over 500 people so far.
Implement 5 day a week opening at all
our main sites.
Introduce a 5 day a week telephone
ADVICELINE, which is operated
together with CAES.
Implement advice by email, again with
our colleagues in CAES.
Introduce advice by skype from home
and from 9 locations across the district
for those without internet access at
home.
Undertake inter-agency training.
Implement new sustainable
arrangements for recruiting and training
volunteers.
Implement an on-line referral portal so
that partners and other service
providers and professionals (e.g.
doctors and teachers) can, with the
client’s consent, refer them to any of
the registered services on the portal.
Undertake work in the community e.g.
confidence building with those for
whom English is not their first language
and delivery of pre-tenancy workshops
with Wealden District Council.
In addition to the changes we have
implemented there have been significant
additional benefits in terms of:
increased understanding and
awareness of each other’s services
more effective working relationships
increased confidence among our
generalist advisers because of the
support they have received from
the specialist team.
Our challenge now will be maintaining the
progress we have made when our Big
Lottery funding ends in August 2015.
Thank you!
As ever there are many people to thank
for supporting us in the work we do.
Thank you first and foremost to our
dedicated staff and fantastic
volunteer team without whom we
would not have a service.
Dawson Hart for being our honorary
legal advisers, for the provision of free
legal advice to our clients and in
addition for providing a free venue for
our Trustee Board meetings.
Chris Green of CNG Law for providing
free legal advice to our clients.
Rix & Kay Solicitors for providing free
legal advice to our clients.
Kay & Pascoe Solicitors for providing
free legal advice to our clients.
Whitfield & Co for providing free legal
advice to our clients.
The National Lottery Big Lottery Fund
for funding our First Aid for Debts
(FADES) project and our Better
Together Project.
Citizens Advice East Sussex
colleagues without whom ADVICELINE
would not have been possible.
The Friends of Crowborough CAB for all their fundraising efforts.
.
Our partners Age UK East Sussex,
Brighton Housing Trust, SEAP, East
Sussex Disability Association, Home
Start East Sussex, SOMPRITI Sussex
Community Development Association,
Rotherfield St Martin, Hailsham Food
Bank, Clued-up.info for all they have
done to help us offer improved services
to our clients.
Thank you to our local councils for their
support both financial and practical:
Wealden District Council
Crowborough, Uckfield, Hailsham and
Polegate Town Councils
And to the Parish Councils of:
Arlington, Berwick, Buxted, Chiddingly,
Danehill, Forest Row, Hadlow Down,
Hartfield, Heathfield & Waldron,
Hellingly, Herstmonceux, Horam,
Laughton, Maresfield, Pevensey,
Rotherfield, Wadhurst, Warbleton,
Willingdon & Jevington and Withyham .
East Sussex County Council for funding
welfare reform training and specialist
benefits advice.
All the supporters of Energy Best Deal.
Carillion Cottage/Social Action Project.
Need advice?
Visit the Citizens advice website at: www.citizensadvice.org.uk
Call us on: ADVICELINE 03444 111 444 9.30 - 4.00PM every weekday
Email us at: www.eastsussexcab.co.uk
Drop in and see us: between 9.30am and 3.00pm. Crowborough Citizens Advice Uckfield Citizens Advice Croham Lodge The Hub Croham Road Civic Approach Crowborough Uckfield East Sussex TN6 2RH East Sussex TN22 1AL Hailsham Citizens Advice Southview Western Road Hailsham East Sussex BN27 3DN Opening Hours Hailsham CAB and Uckfield CAB are open for drop-in advice Monday, Wednesday, Thursday & Friday.
Crowborough CAB is open for drop-in advice Monday, Tuesday, Wednesday & Thursday. There is a face to face outreach session at Heathfield Community Centre every Friday 10am - 12pm Skype Outreach Sessions You can reach us by skype 10am - 12 noon every day. There is a tablet computer & help to Skype available for you to use at: Hartfield Parish Council: Mon 10am-12pm Horam Community Centre: Mon 10am-12pm Herstmonceux Village Information Centre: Tues 10am-12pm Withyham Parish Council: Tues 10am-12pm Rotherfield St Martin: 1st & 3rd Tues 10am-12pm Wadhurst Carillon Cottage: Weds 10am-12pm Forest Row Community Centre: Weds 10am-12pm Heathfield Childrens Centre (term time only): Thurs 10am-12pm Hailsham Trust Charity Shop Mon- Fri 10am-12pm
You can like us on Facebook and follow us on twitter at @WealdenCAB Details of our outreach locations and how to contact us by skype are on also available on our website: www.citizensadvice.org.uk/wealdencitizensadvice