ACTION FOR OLDER PEOPLE ANNUAL REPORT 2015/2016

Otley Action for Older People, Suite 2, Bay Horse Court, 2 Boroughgate, Otley, LS21 1SB Registered Charity Number 1150684 Company Number 8224902 Tel: 01943 463965 Website: www.otleyactionforolderpeople.org.uk Tel: 01943 467106 Email: [email protected]

Otley Action for Older People Management Structure

Board of Directors

Policy and Resources Sub Social Committee Committee

Project Manager Sue Trainor Qualified Social Worker Full Time

Social Inclusion Social Inclusion Worker Worker Administration and Catherine Sarah Guyers Support Worker Greenwood November 2015 - Fiona Bououden April- November March 2016 Maternity Leave - November- April Qualified Social Worker Practice Educator Full Time

Student Social Workers Volunteers x 70

Board of Directors 2015/2016 Timothy Dalby

John Eveleigh

Doris Gagen (Chairman)

Pamela Gill

Ailsa Bearpark

Gerald McGowan (Secretary)

Arthur Parslow (Treasurer)

Margaret Plasting

Nigel Gill

Sue Trainor Company Secretary

Board of Directors

Doris Gerald Arthur

Ailsa Pam Nigel

Margaret John Tim

In 2015 we were sorry to see Peggy Sykes, our oldest director at 90 years old, resign and also Linda Guy who had been supportive with our fundraising endeavours.

We were very pleased that Ailsa Bearpark and Nigel Gill joined the Board of Directors bringing a range of new skills with them.

Staff in 2015/2016

Project Manager Sue Trainor Qualified Social Worker Social Inclusion Worker Catherine Greenwood Qualified Social Worker Social Inclusion Worker Sarah Guyers Maternity Cover from November 2015 Administration Worker Fiona Bououden Part -time

Aims and Objectives as set out in the “Articles of Association”

“The charity is established to relieve the following charitable needs of older people living in Otley, Pool and Arthington: 1) To relieve poverty 2) To preserve and protect good health 3) To advance education; and 4) To promote the social inclusion of such people who are excluded from society because they are house-bound, or who are unable to drive or easily access public transport and to assist them to integrate into society by such means as the trustees deem fit.”

Background

Otley Action for Older People (OAOP) is a long established and successful community-based organisation working on behalf of the older population of Otley, Pool and Arthington. The project was first conceived in 1995 and in 1996 was granted charitable status (the organisation was originally registered under charity number 1060379) setting itself the clear objectives as listed in the original constitution.

OAOP is open to all people over 60 within the Otley, Pool-in- and Arthington areas. Otley Action for Older People is a member of the Neighbourhood Network Scheme (NNS), a network of voluntary sector organisations working with defined communities to identify and address local priorities and work in partnership with statutory services to support independent living for older people. OAOP primarily targets activities and services to the needs of low-income older people, older people with disabilities and those threatened by or experiencing social exclusion. However, there is an open door policy and thus activities are open to those aged over 60, except where there are defined criteria.

The organisation is located in the north west of the Leeds Metropolitan district. Otley, Pool and Arthington are set within a rural area and are outside the Leeds Regeneration area.

There are over 3000 older people living within Otley (that equates to approximately 24% of the population). Eight per cent of these are over 75 and two per cent over 85. Among the over 60s, 71 % are owner-occupiers, 18% local authority rental and 11% other rental. High proportions are living alone (49% of our membership). OAOP currently has in excess of 950 members registered on the database.

OAOP has five staff members and is supported by over 70 volunteers who are trained and experienced at working with older people. The volunteer workforce engages in a wide range of tasks and activities to ensure that the work of the organisation is carried out to a high standard. The staff team organises, manages and oversees the volunteers and also provides practical and emotional support. Governance of the organisation is provided by the Board of Directors, which includes local older people (currently 70 %) and members of the local community to ensure co-production in the development of services that are provided and decisions made. Consultation and feedback from members is also actively sought at varying intervals and occasions. As an organisation we have a continual improvement philosophy and a desire to increase the quality of services and outcomes available to older people.

Otley Action for Older People (OAOP) provides activities and services for adults over the age of 60. The primary aims are focused around social inclusion and equality. This is enacted by enabling reductions in poverty, increasing active participation and providing person centred support for people to live in their own homes for as long as is possible.

Services include home visits, assessments, information and signposting, shopping, lunch clubs, exercise classes, social groups and outings.

Chair’s Report

It seems a very short time ago that I was writing the 2015 report but looking back a lot has happened in the last 12 months. Catherine left to have her baby, Jack but will be returning in September on a part-time basis. Sarah joined us and has become a valuable member of staff. We now also have Nikki who will be responsible for the Health Together Project. Fiona has left and been replaced by Julia so we now have a core of workers all dedicated in what they do and I am sure that we will go from strength to strength in the year ahead. Sue still leads the group with her usual enthusiasm and is very good at getting people to donate money, which is of course essential in our work.

Personally, I love doing the work I do for OAOP. Time flies past when we are helping people and I think we really do make a difference to large numbers of our service users.

I would like to add congratulations to Peggy Sykes for obtaining her Honorary Citizenship this year. She was our oldest Director until she retired in her 90s. She still seems to keep an eye on her neighbours and the area that she lives in and that is what we are all about; looking after those who need us sometimes long-term and sometimes just to help someone over a “rough patch”. We have a brilliant reputation in the town and this I am sure will go on for the foreseeable future and hopefully long after that.

Lastly we have been very lucky with our students this year. Sandi and Lucy have left us and we now have Anjum. Sandi has quite a few good ideas that she has put into practice whilst she was here. Lucy’s mother was unfortunately quite ill while she was here, but she still worked which I am sure was very hard for her. Anjum seems to be settling in well.

We will be recruiting more volunteers as a lot of Nikki’s work will be one on one, plus groups and a drop in centre downstairs three times a week.

Lots is happening and I am looking forward to being involved for a few years yet.

Doris Gagen Chairman

Project Manager’s Report

Otley Action for Older People is without a doubt an organisation that is now a well-established part of our community, and continues to deliver high quality and essential services to our members. In many senses the year under review (2015/2016) was another hugely successful year. Further service developments, and yet also further consolidation.

The most important people to our organisation are our members and making sure that we continue to deliver and expand our services to meet their needs and requirements is fundamental to what we do. At the end of March 2016 we had 953 members on our register.

Staff

In 2015 we were delighted when Catherine Greenwood our Social Inclusion Worker announced that she was expecting a baby in November. Whilst we knew that Catherine would be missed by all, we quickly recruited her temporary replacement Sarah Guyers. Sarah hit the ground running and has been a real asset to the organisation. The Board of Directors were so impressed with Sarah’s performance they decided to extend her contract.

Sadly, Fiona our Administration and Support Worker left at the end of March 2015 and we are currently recruiting her replacement.

In 2015 we were successful in acquiring funding from the Leeds North CCG to employ a Health Impact Worker. We recruited in March 2016 and Nikki Sloper will be joining us in the coming year.

Craig Marshall who had been tending to the gardens of our members for the last ten years retired at the end of 2015. It was very sad to see Craig go as he had been a much loved and respected member of staff for 10 years. The board were left with a very difficult decision to make about the future of the gardening service. A feasibility study was undertaken and it was decided to bring it to a close. The service had been highly subsidised for a number of years and there were a number of good local gardeners available to take on the workload.

Transport

The community car scheme has been going from strength to strength and in the past 12 months our students and volunteers have undertaken 435 journeys to a variety of places including hospitals, doctors, dentists, opticians, and banks and shopping.

At the end of the year we had 14 volunteer minibus drivers registered with us. Whilst some drive regularly every week, others are only available at certain times of the year. All have undertaken their MiDAS training. We were successful in receiving funding for a new minibus in 2015 from the Department for Transport and we are expecting our new bus in the coming years which will double our existing fleet. Many thanks to Charles Street surgery for letting us park our minibus in their car park.

Premises

In January 2016 our lease for Bay Horse Court came to an end. The Board of Directors agreed to renew the lease as they were unable to secure more suitable premises elsewhere. In the meantime the search for accommodation, that is central and on the ground floor, continues.

Volunteers Whilst the staff team play an important part in the delivery of services, it goes without saying that, the might of Otley Action is our wonderful team of volunteers helping and supporting the older people in our community. Volunteers are the main resource that we have when it comes to the direct delivery of services. Without them we would be unable to provide the support that we do. Wide ranges of volunteering opportunities have been created in order to support our membership. Volunteer support and training is also provided to ensure our volunteer workforce is confident when carrying out their tasks. Many volunteers are well established and are themselves older people from the local community who enjoy helping others.

Thank you to our volunteer team who seem to work harder and harder year on year and, despite the constant pressure of an ever increasing workload, remain enthusiastic and dedicated to OAOP’s goal of improving the lives of local older people.

A big thank you to everyone for another successful year!

Sue Trainor Project Manager

Administration and Support Worker Report

It has been a busy year and I am amazed at how quickly the year has flown by. We have welcomed 10 new volunteers this year and currently have six going through the volunteer recruitment process. This is wonderful considering the increased demand for our services. Our volunteers do a marvellous job and Otley Action for Older People couldn’t provide the level of service we have been able to provide during the past year without their commitment and support.

The demand for our volunteer car driver scheme has continued to grow. Over the past year volunteers have undertaken some 435 car journeys. One member summed up the value of the car driving scheme when he said, “These drivers are just like the fourth emergency service!” Another lady who was taken by a volunteer to a hospital appointment had this to say: “I was so worried about going to the hospital, but the lady driver held my arm and told me not to worry – it was wonderful.”

It has also been a busy year for our befriending service. OAOP volunteers visit on average some 19 members at home each week of the year. This may be simply to sit and chat over a cup of tea and a biscuit. For others it is a chance to debate the state of the world and politics! One volunteer said, “I really look forward to our weekly befriending get-together. The lady I visit is so funny and tells me all the things she got up to when she was younger. It is easy to stereotype people but this has shown me that older people have such a wealth of knowledge and experience. They can be lots of fun too!” Our befrienders range in age from their teens to their eighties and if you can spare an hour or so please do get in touch. We have a number of members who are waiting for a befriender.

I shall be leaving my post at Otley Action in April to start a new job with Age UK and will be working as Wellbeing Co-ordinator based in GP surgeries in Otley. This is a social prescribing service which is centred on an assessment of the older person’s social, emotional and practical support needs. I am of course looking forward to a new challenge, but will be sad to leave all my friends and colleagues at Otley Action for Older People.

Fiona Bououden Administration and Support Worker

Social Inclusion Worker’s Report

“I started as the new Social Inclusion Worker at Otley Action for Older People in October 2015, covering Catherine’s maternity leave. I am thoroughly enjoying my time here, for which I thank my wonderful colleagues, volunteers and all our service users. My role is very diverse which keeps me on my toes, as no two days are the same! My role covers the running of the Memory and Inclusion Project and the weekly social groups, needs assessments and home visits and general administration tasks in the office."

Memory and Inclusion Project

The Memory and Inclusion project was set up by Catherine Greenwood and has been running since August 2010. The aims of the project are to reduce social isolation amongst local older people, improve access to information and support and to improve the quality of life for older people with dementia and their carers. Many factors can lead to social isolation such as poor mobility, financial hardship, and poor health and transport problems. Otley Action for Older People (OAOP) aim to tackle this by offering escorted transport with our disabled minibus, 10 weekly social activities, weekend trips, befriending visits, our monthly Memory Lane Café, financial assessments and support with filling in forms. OAOP can also make referrals to Adult Social Care and Equipment Services.

Needs Assessments and Home visits

Since April 2015 the Social Inclusion worker and the three social work students on placement have made over 140 home visits to assess, review and offer support to both new and existing service users. This work is greatly supported by our befriending volunteers who have made over 500 home visits to their allocated ‘befriended’ service users over the past year.

Katie the Cat

One of our members was badly affected by the floods on boxing day, and subsequently had to move out of her home to temporary accomodation. Unfortunately she wasn’t able to take her pet cat Katie with her, and Katie had to remain the flooded home, living upstairs alone. Our member was devestated to leave Katie behind and really wanted to find a foster home for her until they could be reuinted. The Social Inclusion Worker took on the task of finding a temporary home for Katie, and following visits to local vets, catteries, the cats protection league and an article in the local paper, a caring foster home for Katie was found with a lady volunteering at the Cat’s Protection League. Our service user has now found more permanent accomodation and she was reuinted with Katie at the end of March.

Sarah Guyers Social Inclusion Worker Otley Action Finance

Contract

Adult Social Care -Leeds City Council Contract – year five of an eight year contract

Grants

Adult Social Care – Three Luncheon Club Grants to support three separate lunch clubs in Pool and Otley

Horsforth Live at Home Scheme – Funding additional services for people with memory loss

Leeds Community Foundation – Winter well-being grant £2,442,000

Otley Town Council – Christmas Party - £300

Pool Parish Council – Easter Party - £250.00

Legacies

We were advised by Ison Harrison solicitors in 2014 that we had been left a legacy by one of our service users that passed away earlier in the year. Alexander Norval Stewart lived in Tealbeck and had been a member for a number of years. Under the terms of the will Otley Action is entitled to 1/15th share of his residuary estate. The balance of £8,033.47 was received in December 2015.

In December 2015 we received a legacy of £2000 from Desmond Fox who passed away earlier in the year.

Donations and fundraising from Organisations

Chevin Rotary

The Rotary Club made a donation of £455.00 to support our Independent Living Event and Holiday.

Yorkshire Bank

The Yeadon branch of the Bank donated £500.

Otley Town Mayor – Charity of the Year

We were thrilled when Nigel Gill the Otley Town Mayor in 2014/2015 chose Otley Action for Older People as one of his charities of the year. Nigel worked extremely hard throughout the year and raised £894.00 for Otley Action for Older People.

Abbey House Settlement

In April 2015 we received a donation of £778.25 from The Abbey House Settlement

Individual Donations

We also received a substantial number of individual donations from our members as well as their friends and families. We also received donations from members of the community who wanted to support Otley Action;

Over £1000 was donated from funeral collections from members that passed away within the year.

Our Registered Volunteers

We have an excellent team of registered volunteers ranging in age from 17 – 87! With a wealth of experience from just about every walk of life you can think of, our volunteers demonstrate care and commitment to the older people of Otley, Pool and Arthington as they run a myriad of services for OAOP. There are currently over 70 volunteers registered with Otley Action.

Our volunteers work as:

 Directors  Lunch club helpers  Befrienders  Minibus Drivers  Minibus Escorts  Group and Activity helpers  Car Scheme Drivers  Leaders and Helpers of Groups such as tai-chi, Zumba, Chair based exercise etc.  Admin and office Support  Fundraisers  Providing support at appointments, such as dentist, doctor, hospital, optician etc.  And many other ways to help our members.

Our volunteer workforce is fundamental to the work that we do and without them Otley Action would not be the force that it is. No one, especially the volunteers, should under estimate the value of their work and dedication. Due to their long term commitment Otley Action has grown steadily over the years. As a result we are able to help hundreds of older people to maintain their independence. Thank you!

Otley Action Members

In March 2016 we had 950 members registered with Otley Action. There were 682 women and 268 men. Of these members there were 61 women and 36 men registered with Memory Loss. The number of older people living with carers is 81. There were 28 older people from the BME community.

Gender & Age Group of Service Users at Otley Action For Older People

300

250 Under 60's 200 Female Under 60's Male 150 61-69 Female

61-69 Male 100 70-79 Female 50

0 Under Under 61-69 61-69 70-79 70-79 80-89 80-89 90+ 90+ 60's 60's Female Male Female Male Female Male Female Male Female Male

Gender of Service Users at Otley Action for Older People with memory problems Under 60's Male 30 Under 60's Female 25 61-69 Male

61-69 Female 20 70-79 Male 15 70-79 Female

10 80-89 Male 80-89 Female 5

0 Under Under 61-69 61-69 70-79 70-79 80-89 80-89 90+ 90+ 60's 60's Male Female Male Female Male Female Male Female Male Female

In the past year the following members have passed away (01/04/2015- 31/03/2016)

Ada Brooksbank, John Thornton, Catherine Jenkinson, Mary Garnett, Lilian Ackroyd, Margaret Brook Edith Henson, June Dale, Ivy Burnham, Robert Bradley, Dave Hill, Norma Ingham, Mavis Bellerby Maud Moore, Joan Smith, Margaret Hughes, Derek Farmery, Margaret Hartley, Lesley Cooper, Dennis Hardy, Robert Bradley, Joyce Rhodes, Edward Bellerby, Winifred Palliser, Betty Hare, Alma Mason, Desmond Fox, Alice Mutch, Hazel Thomson, Ronald Wells, Elizabeth Wells, Annie Masterson,Norma Hynes,Patricia Rawlinson, Joan Thornton, Mrs Paley

Otley Action Activities

Regular Services and Activities

Advice and Information Practical Help Register of members Garden service Support for individuals and community groups Contractor list Signposting and referrals Care & Repair referrals Newsletter Volunteering

Transport and Mobility Social Care OAOP minibus transport Home visiting Car scheme Assessments Wheelchair and equipment loan Befriending Assistance to appointments Telephone contact Attendance Allowance Financial Queries

Social Activities Health Activities Memory Cafe Exercise classes Bingo, Choir Dance, Tai Chi and Zumba Gold Lunch Clubs Men’s Health Activity i.e. bowling Monday Group, Quiz Coffee mornings, trips, outings An annual holiday Fish and Chip Delivery Service

Unfortunately, this year saw the end of the Woolpack Music Project due to a lack of funding. The music project was greatly successful and we hope to get further funding in the future to start the project again. New initiatives include our weekly choir which is held at the labour rooms, which has been a great success so far.

Regular Groups and Activities

Clients Day Activity Venue Time per week (Average) Monday Fish and Chip Delivery Pool 5.00 4 Monday Bingo Downstairs in the Labour 1.30 30 Rooms Monday Monday Social Group Various Locations 10.30/2.00 14 Monday Tai-Chi Wharfedale Court 10.00 9 Tuesday Otley Luncheon Club Over 60’s Welfare Club 12.30 29 Tuesday The Blind Group Cross Green 12.00 8 Wednesday Union Court Coffee Morning Union Court 9.30 12 Wednesday Chair Based Exercise Otley Courthouse 1.45 15 Wednesday Fish and Chip Delivery Otley members 1.00 7 Wednesday Carers Group Otley Courthouse Cafe 1.45 5 Wednesday Pool Luncheon Club Pool Methodist Church 12.30 20 Thursday Choir Downstairs in the Labour 11.00 20 Rooms Thursday Otley Lunch Club Otley Methodist Church 12.00 40 Thursday Tai-chi Otley Methodist Church 2.00 20 Friday Social Activity Group Various 2.00 12 Friday Zumba Gold Otley Methodist Church 1.30 20

Otley Action for Older People Monthly Group Schedule (April 2015 - March 2016)

Day Activity Venue Time Clients per session 3rd Monday *Quiz and Buffet Lunch Parish Rooms 12.30 25 of the month 4th **Memory Lane Café Otley Methodist Church 1.30 20 Thursday of the month

What happened in 2015/2016?

Pool Easter Party

Thanks to a grant from Pool Parish Council the annual party was held at Pool Village Hall on the 2nd April 2015. All of our members registered in Pool and Arthington were invited and over 50 people attended. As usual there was a buffet lunch, entertainment, bingo and the Easter Bonnet Parade. Everyone left with an Easter egg and huge smiles on their faces.

Music Sessions at the Woolpack

Thanks to Richard Sabey at the Woolpack, our members were able to express themselves musically by playing instruments and singing at a group every Tuesday morning and afternoon. The sessions were great fun and were suitable for anyone and everyone. Richard has instruments suitable for all. Every week was different with singing, reminiscence and good fun in equal measure. At the Christmas lunch at the Over 60’s Welfare Club the groups came together and gave a wonderful performance.

Holiday to Jersey

In May 2015 we took 18 people to Jersey for the first time. The holiday makers travelled down by Dalesman coach and flew back into Leeds and Bradford airport 5 days later. They stayed in St Helier from where they could explore the rest of the island. Whilst some of the holiday makers found the coach journey there a little tiring, overall a good time was had by all.

Supported Independent Living Event

Thanks to the Chevin Rotary we were able to hold this annual event, which proved to be entertaining and informative. The event was held at the Bridge Church on Friday 7th August. Over 100 people attended and were provided with a buffet lunch. There were plenty of stalls as well as a Zumba demonstration and entertainment by Nigel Rae. The following stalls attended the event: Robert Chalmers – Clothing, Dalesman Coaches, Rotary of Otley Chevin, Blind Action for Leeds – Stephen Heselgrave, Gail Blakeborough – Housing manager, Karen Popplewell Cards, Cake Stall, Tombola, Care and Repair, Natalie Simpson – Police PCSO, Simon and Becky Fruit and Veg, Newstead and Walker, Neighbourhood Plan and Talking Newspaper.

Choir

We were approached at the beginning of 2016 by Nik Rutherford, a young musician, who was interested in setting up a choir for older people in the town. Following a brief advertising campaign, we were delighted when over 25 people turned up at Otley Labour rooms for the first session on Thursday 4th February 2016. The choir is thriving and has already done its first performance in Otley.

Christmas Party

Over 80 older people attended the Christmas party held at The Bridge church on Thursday 10th December. Entertainment was provided by Emma James who lit up the room as usual. The buffet lunch was well received as was the visit from Santa with a gift for everyone. Our volunteers were truly amazing and ensured that everyone had a wonderful time. The party was partially funded by Otley Town Council who provided £300 of the £500 required.

Lunch Clubs

Otley Action now run three lunch clubs two in Otley and one in Pool. Over 100 meals per week are served to our members who enjoy a hot nutritious meal provided by Apetito and cooked by our wonderful band of volunteers. As well as enjoying the meal, our members enjoy socialising with their friends and having fun and banter with the volunteers. Transport was provided for our members that are unable to get there without it.

Tuesday Lunch Club – Every Tuesday at the Over 60’s Welfare Club, Otley

Gardening

Craig was busy gardening throughout the summer ensuring all of his customers were satisfied. However, as he had his 66th birthday in November, he had decided to retire at the end of 2015. Over the last 10 years Craig has worked tirelessly throughout the seasons to ensure that people continue to enjoy their garden. Craig has been passionate about providing a service that has allowed many people to feel a sense pride in their garden. Here at Otley Action we know that a well-kept garden means a lot to people; it can help people feel proud, independent and also contributes to their emotional wellbeing. Otley Action continues to support people in maintaining their gardens and has prepared a list of endorsed and vetted gardeners.

OTLEY ACTION FOR OLDER PEOPLE DETAILED INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2016

2016 2015 £ £ £ £ Income Grants, Donations and Fundraising 81,134 108,059 Fees and Charges 10,896 12,986 Contributions to Activities 17,799 18,728 Luncheon Club 12,084 14,103 Community Car Scheme 1,364 948 Bank Interest 2,071 1,056 Social Work Placements 5,580 6,804 Employers Allowance 2,000 2,000

Total Income 132,928 164,684

Expenditure Office and Room Rent 10,600 11,786 Light and Heat 2,326 1,979 Subscriptions 207 127 Telephone 2,321 1,683 Printing, Stationery & Postage 2,009 1,658 Insurance 313 601 Repairs & Renewals 523 276 I T Support 1,465 787 Independent Examination 1,692 1,752 Professional Fees 3,347 1,875 Miscellaneous - 40 Bank Charges 347 146 Publicity 2,109 849 27,259 23,559

Minibus & Van Expenses 5,204 4,361 Trips, Social Events & Activities 16,193 19,602 Luncheon Club 15,057 15,465 Gardening Costs 1,092 4,271 37,546 43,699 Salaries 62,193 66,634 Employers National Insurance 4,518 5,516 Pension Contributions 4,824 5,000 Payroll Fees 507 390 Training 330 352 Volunteer Expenses 2,856 3,215 Childcare Costs 1,273 - Recruitment Costs 72 - DBS Checks 344 215 76,917 81,322 Depreciation 1,628 11,504

Total Expenditure 143,350 160,084

Net (Deficit)/Surplus for the Year (10,422) 4,600

Funds Brought Forward 219,826 215,226

Funds Carried Forward 209,404 219,826