Policy News from MHA: November 2015

Welcome to MHA's November policy bulletin


November has been dominated by Government's Autumn Statement and Spending Review, with many weeks of speculation and lobbying.  The health and social care  and housing sectors in particular have been trying to outline the case for long term Government funding and strategies to better prepare for the impact of an ageing population - some of the supporting reports can be found below. You will also find a summary of the Spending Review and progress of legislation and enquiries, plus details of some of the emerging research and policy in other areas of interest to MHA. Top

Government - Spending Review - Progress of Legislation and Inquiries -

Highlights of emerging research and policy in other areas of interest:

Ageing - Brain training - Getting older people online - Latest population statistics -

Dementia - Dementia Research Institute -

Finance and Pensions - Lending in Retirement -

Health - Health Devolution -

Housing - New guidance on housing with care schemes -

Social Care - Workforce - State of the Social Care sector -

Third Sector - Next steps in the Etherington Review - Changes to Gift Aid declaration - Event fundraising research -

Look Ahead: December and beyond - consultations - guidance releases -



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Autumn Statement and Spending Review 2015


  • George Osborne restated the Government’s commitment to running a surplus and declared that his four-year spending plans were on course. 
  • The Office for Budget Responsibility (OBR) forecast showed that this year UK debt would fall and keep falling in every subsequent year. They indicate that they expect tax receipts to be stronger and debt interest payments to be lower. The combination of those factors means a £27bn improvement in the UK’s finances, when compared with the Summer Budget. The UK economy is forecast to grow by 2.4% in 2016 and public debt is forecast to reduce, reaching 71.3% of national income in 2020-21.

Paul Johnson, Director of the Institute for Fiscal Studies commented "The first thing to say is that this is not the end of “austerity”. This spending review is still one of the tightest in post war history...On the other hand there is no question that the cuts will be less severe than implied in July...How has Mr Osborne done that whilst keeping to his surplus target in 2019-20? He has banked some changes in forecasts for lower debt interest payments and higher tax revenues. That was lucky. By adding some tax increases he has made some of his own luck. He’s going to need his luck to hold out. He has set himself a completely inflexible fiscal target – to have a surplus in 2019-20."

Phil Collins of the The Times summed up the Chancellor's Spending Review as "Talk very tough on cuts and then soften the plans significantly. Whether right or wrong, that's what he always does"

Social Care

  • The Chancellor announced the creation of a new social care precept to give local authorities who are responsible for social care the ability to raise new funding to spend exclusively on adult social care. The precept will work by giving local authorities the flexibility to raise council tax in their area by up to 2% above the existing threshold. If all local authorities use this to its maximum effect it could help raise nearly £2bn a year by 2019-20.
  • The Better Care Fund would receive £1.5bn by 2020 to support the health and social care integration.

Nigel Edwards of the Nuffield Trust warned that despite the extra investment planned for social care, “care services in England remain on the brink of collapse – increasing funding for the NHS while leaving local councils short of cash is like painting the front door while the house is on fire”.

Professor Martin Green of Care England responded “There is a real and immediate crisis in social care with many organisations facing an uncertain future. The extra money that was announced today in the Chancellor’s Comprehensive Spending Review will not deliver enough money, and it will certainly not be in time to avert a crisis in some care services.  There is no guarantee that every local authority will increase the council tax by 2% and even if this does happen, it will not provide a consistent approach to funding care. The Chancellor has increased funding to the Better Care Fund, but there is little evidence from the way in which the Better Care Fund has been operating to date that this money has gone to the front line. Care England would like a review of the Better Care Fund to ensure that in future the £1.5 billion that the Chancellor has announced goes directly into front-line care.”

MHA comments that while the new social care precept provides some recognition of the ongoing funding crisis in social care, it remains to be seen if local authorities will take advantage of it and if this will generate sufficient additional funding to address the current pressures. Concerns remain that this may not deliver a long-term, consistent and sustainable solution to address the growing care needs of an ageing population.


  • £120bn a year will be invested into the National Health Service by 2020-21, incorporating the £10bn additional funding promised in the Spending Review in 2014. £6bn will be front-loaded to 2016. Alongside this, the Government still expects the NHS to deliver £22bn of the efficiency savings.
  • Budgets not controlled by NHS England will no longer be protected and will see reductions, this includes health education, public health and for bodies such as the Care Quality Commission. The think tank Health Foundation has calculated that this amounts to a real terms cut to non-NHS England health budgets of over 20% over the five year period. Click here for the Department of Health's summary of the health budget announcement.
  • Some investments will be made, including £5bn investment in health research, including the creation of the Dementia Research Institute announced yesterday and £600m for mental health specifically talking therapies, perinatal support and crisis care.


  • The Spending Review abolishes the current grant system for student nurses and the associated cap on student nurse numbers. The grants will be replaced with student loans, in the hope that this will create up to 10,000 new training places by 2020.

Commenting on the Autumn Statement and Spending Review which outlined new funding for the NHS and changes to nurse training, Janet Davies, Royal College of Nursing Chief Executive said: The Government has finally recognised that there is a nursing shortage and a promise of 10,000 extra health professionals in this Parliament will be a boost to the health service." But cautioned "These proposals will saddle future generations of these student nurses with even more debt and financial pressures and unless nurses pay improves, many graduates will never be in a position to pay their loans back."


  • From 2017, the Government will fund 30 hours of free childcare for working families with 3 and 4 year olds, but only if parents work at least 16 hours per week and have incomes of less than £100k.
  • The Government will maintain free childcare offer to most disadvantaged 2 year olds.
  • Tax-Free Childcare will be introduced from early 2017, providing up to £2,000 a year per child to help working parents with their childcare costs. This means that, starting from 2017, a family with two children can begin to claim childcare support worth up to £40k through free hours and Tax-Free Childcare by the time both children are at school.
  • The nurseries sector would also receive £300m to deliver these free places.

Students and Apprenticeships

  • Extend tuition fee loans for those studying higher skills in further education and for post-graduate students.
  • Increase funding per apprenticeship place.  This will be in part funded by an Apprenticeship Levy from April 2017.  Employers will receive £15k allowance to offset the levy, which in effect means the levy is applicable to all employers with a pay bill of £3m plus.

The Confederation of British Industry broadly welcomed the Statement but were concerned that "The Apprenticeship Levy, set at 0.5%, is a significant extra payroll tax on business."

MHA would welcome further clarity on how the the apprenticeship levy will be applied.


  • Changes to tax credits were cancelled, although tax credits will be phased out as Universal Credit is rolled out.  This does mean that the Government will not meet its overall cap on welfare spending on the early years of this Parliament.  However, the Chancellor pledged that the £12bn welfare savings would still be delivered “in full”.
  • Jobseekers will be required to attend the jobcentre weekly for the first 3 months and the Government will bring forward the more intensive support element of the Help to Work programme currently in place for the long-term unemployed. They will also introduce a new Work and Health Programme, to provide specialist support for claimants with health conditions or disabilities and those unemployed for over 2 years.
  • Housing Benefit rates will be capped in the social housing sector at the same rate as the private sector. The cap will apply from 1 April 2018 but only to tenancies signed after 1 April 2016.
  • The Government will also end the payment of Housing Benefit and Pension Credit to claimants to who travel outside of Great Britain for longer than 4 weeks consecutively, from April 2016. 
  • The Government will also be considering whether to transfer the responsibility for funding the administration of Housing Benefit for pensioners to local government.

MHA will seek to clarify what the cap on Housing Benefit will mean to our residents who receive this benefit.


  • The “triple-lock” is maintained, meaning that the basic state pension will rise by £3.35 to £119 a week next year, the biggest real terms increase to the basic State Pension since 2001.
  • The new single tier state pension for new pensioners from April 2016 will be set at £155.65 per week.
  • To simplify the administration of automatic enrolment, the next two phases of minimum contribution rate increases will be aligned to the tax years. Instead of increases taking place in October, they will now occur in April of the following year.


  • The housing budget will be doubled to £2bn per annum, aiming to deliver 400,000 affordable homes by 2020. Half of these homes will be “Starter Homes”, while 135,000 would be new “Help to Buy: Shared Ownership Homes”, with fewer restrictions on this form of tenure. £400m of this will be build 8,000 specialist homes for older people or people with disabilities.
  • Right to Buy has been extended to Housing Association tenants, with a pilot involving five housing associations (L&Q London Housing Association, Sovereign, Riverside, Saffron Housing and Thames Valley) starting as of 26 November.
  • The Government will establish a “London Help to Buy” scheme to support affordable home ownership in the capital. People will need a 5% deposit to access a interest-free loan for up to 40% of the purchase price.
  • New stamp duty rates, which would be 3% higher, from April 2016 on additional properties such as buy-to-lets and second homes to raise £1bn to be reinvested in local communities with specific housing pressures e.g. London, Cornwall.
  • Further reforms of the planning system include a new ‘delivery test’ on local authorities to ensure they deliver the house building commitments in their local plans

Local Government and Business Rates

  • Overall, local government spending will fall by 6.7% by the end of 2020. The local government grant settlement is published in December.
  • Uniform business rates would be abolished and by 2020 local governments will be able to keep all the revenue raised from business rates. Councils will get the powers to cut rates and Elected Mayors would be able to raise rates for specific projects. Consequently the local government grant given to Councils will be phased out by 2020.
  • Local Government would be able to keep 100% of receipts relating to property assets sold.


  • The budget of the Foreign and Commonwealth Office will be protected.
  • The Police budget will be protected in real terms.
  • £450m will be allocated for investment in digital government.
  • There was no mention of cuts to bus services or the Bus Service Operators Grant.
  • The 5% VAT raised from sanitary products will be used to fund women's charities. In the meantime the Chancellor will continue to lobby the EU to scrap VAT on sanitary products altogether.
  • Arts & Culture: cuts to Department for Culture, Media and Sport budget by 20% but increase in funds for the Arts Council, museums and galleries, to keep free museum entry; increased funding for the BBC World Service.

Progress of legislation and inquiries

Charities and Fundraising:

  • The Charities (Protection and Social Investment) Bill has not progressed as the second reading is scheduled for 3rd December.

  • The Public Administration and Constitutional Affairs Committee has continued its inquiry on Fundraising in the Charitable sector, with evidence from Chair of the Charity Commission, William Shawcross. The Commission has a limited role in regulating fundraising activity, but is reviewing trustee fundraising guidance and they will be consulting on this shortly. He also stressed that the Commission would need a clearly defined relationship with the new fundraising regulatory body. See Third Sector for more information on the new Fundraising Regulator.
  • The Public Accounts Committee has been investigating the Closure of Kids Company and has called for a "fundamental review" of direct government grants to charities and a register of such payments to improve monitoring and evaluation of organisations in receipt of public money.


  • Lord Patel of Bradford asked how the Government would safeguard the land interests of charities that have been acquired by charitable donation, from the extension of Right to Buy to Housing Associations in the Housing and Planning BillBaroness Williams of Trafford responded that housing associations would be able to exercise discretion over the sale of properties provided through charitable or public-benefit resources or bequeathed for charitable or public-benefit purposes.

  • The Commons Library have published a briefing paper outlining the Right to Buy proposals, it speculates that the voluntary scheme for Housing Associations will be phased in.

  • In response to a question on the 1% rent reduction for housing associations in the Welfare Reform and Work Bill, Brandon Lewis MP, indicated that the Government plan to exempt specialised supported housing, residential care homes, nursing homes and PFI-funded Extra Care housing from the rent reductions. The Bill is currently in the House of Lords and the National Housing Federation have been briefing the Lords on the impact of social housing rent reduction and supporting case studies.

In brief: Other Parliamentary and Government News

  • The House of Lords have voted to extend the lower age limit in the EU Referendum Bill to 16. The Prime Minister has said that he believes the minimum age for the vote should be 18 and promised to fight attempts to lower the limit.

  • The Hospital Parking Charges (Exemption for Carers) Bill, a Private Member's Bill, was launched by Julie Cooper MP aiming to exempt carers from parking charges at hospitals. The Bill was unpopular with Conservative MPs, who made lengthy speeches in a tactic known as 'filibustering' to use up the Commons time allotted to it and prevent it from progressing. The debate was adjourned and may get a second chance for debate.
  • In Wales, all domiciliary care workers will need to be registered from 2020 before they can work in the social care sector, with adult residential care workers to follow in 2022. The new arrangements for the registration of domiciliary care workers will be made possible by the Regulation and Inspection of Social Care (Wales) Bill, which has now passed all stages at the National Assembly and will receive Royal Assent in January 2016, coming into force in April 2017.  The Bill also changes how services will be regulated and inspected. Related to this, the Institute of Public Care have also published a report considers the resilience of the care home sector in Wales.

MHA will need to be aware and plan for these changes for services it provides in Wales.

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In brief:

  • Kings College London have found that playing online 'brain training' games, could have significant benefits for older people in their day to day lives. The online games for memory and reasoning skills helped people stay on top of everyday tasks, such as navigating public transport, shopping, cooking and managing personal finances.  The study of 7,000 people aged 50 showed that over a six month period, people who played brain training games had better cognitive skills than those who had not.

  • The Culture, Media and Sport Committee has published written evidence from Age UK for the Establishing world-class connectivity throughout the UK inquiry. Age UK have focussed on Getting older people online arguing that many older people are at particular risk of being digitally excluded.  They argue that the Government should examine the role Internet Providers can play in helping older people with a range of issues, including health, telecare, loneliness and banking and that the Government should have a coherent, long-term strategy on digital connectivity and skills, including support for voluntary organisations to provide this digital support.

  • Office for National Statistics (ONS) released data that shows that the number of people aged between 45 and 64 living on their own has increased by 23% over the past decade (the largest increase by age group), with men making up the majority (58%). The ONS said: “This is partly due to the increasing population aged 45 to 64 in the UK over this period, as the 1960s baby-boom generation have been reaching this age group. The increase could also be due to a rise in the proportion of the population aged 45 to 64 who are divorced or who never married.”  Other older age groups also saw the numbers living alone increase, with the number of those aged 65 to 74 living alone rising 22% over the past decade, and by 5% for those aged 75 or over.

  • ONS have also released data on excess winter deaths for 2014/15. They estimate that 43,900 excess winter deaths occurred in England and Wales in 2014/15; the highest number since 1999/00, with 27% more people dying in the winter months compared with the non-winter months. The majority of deaths occurred among people aged 75 and over.

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  • It has been announced that the UK’s first Dementia Research Institute is set to be established and receive up to £150m, funded by the Prime Minister’s Dementia Challenge Fund. Led by the Medical Research Council, the institute will bring together world-leading experts, universities and organisations to progress research and innovation in fighting dementia. The institute will have a central UK hub, with links to universities across the country and will build on current centres of excellence.  A competitive process will begin in 2016 for universities to come forward to host the institute, which is expected to be running before 2020. It will focus on:

• accelerating the pace of discovery research in order to boost drug development

• attracting new partnerships with the biopharmaceutical sector to develop new treatments and ways of diagnosing dementia

• developing and promoting strategies for interventions that prevent the development or progression of dementia.

MHA comments: MHA has already established that it's award-winning music therapy can truly improve wellbeing and provide a sense of connection and fulfillment, when other treatments have ceased to be effective. We hope that the Dementia Research Institute will provide further opportunities to build the case for arts therapies as beneficial for dementia.

In brief:

  • The Alzheimer's Society reports on new research suggesting that there is postcode lottery for people living with dementia. People with dementia who live in more affluent areas of England are 27% more likely to be prescribed anti-dementia medication than those living in poorer areas. Those in more deprived areas were less likely to receive a specific diagnosis for a type of dementia. Researchers looked at anonymised medical records of over 77,000 people from between 2002 and 2013, who had either been diagnosed with dementia or received at least one prescription for anti-dementia medication.

  • The Joseph Rowntree Foundation has published findings from their project Dementia: through the eyes of women, which aims to inspire people to think differently about women and dementia by using stories and reflections from individual women to inform the debate in a unique, inspiring and insightful way. It found that research needs to focus on the voices, experiences and perceptions of women affected by dementia and that service provision needs to reflect the needs, skills and attributes of women with dementia, female carers and the female care workforce.

  • The Medicines and Healthcare products Regulatory Agency (MHRA) is working with the pharmaceutical industry to optimise the way medicines for the treatment of Alzheimer’s disease are presented, to include the days of the week clearly on the blister packs. This small change may enable patients to retain independence in taking their medicines and help ensure people take the correct dosage. The improved packaging will be introduced from June 2016.

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Finance and Pensionsmoney graphic

  • The Building Societies Association (BSA) has agreed to review maximum age policies on mortgages in an interim report entitled Lending into Retirement It reports on a societal shift as the population ages and the need to increasingly fund mortgage borrowing into retirement. BSA research shows that around half of 25-34 year olds think they will need a mortgage that lasts into retirement. They also reference other factors that the sector needs to consider for financing people in the future - from house prices to student debt; the divorce rate to the abolition of the default retirement age, indicating that consumers are tending to buy houses later and go for longer repayment terms.  The report has other recommendations covering the availability of suitable housing options for older home-owners, improving the availability of holistic financial planning in retirement, and working towards mortgage products which adapts to the different stages of a person’s life.

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  • The King's Fund has  published a short paper considering the the devolution of health budgets to combined authorities. As Greater Manchester prepares to take over a £6.2bn integrated health and social care budget, the paper does question the speed of change and whether the NHS can cope, “A key concern is whether the NHS can deliver on this agenda at the same time as it attempts to tackle mounting financial and operational pressures and progress the new care models being pioneered by the vanguards... people should be realistic about the benefits devolution can bring – it is in no way a silver bullet and any savings will take time to deliver and are likely to require significant ‘upfront investment." However, despite these concerns, the report is ultimately optimistic about the changes, "We believe the current energy associated with wider devolution has the potential to act as a game-changer in health and social care, bringing about genuine integration and a more effective focus on improving population health."

 In brief:

  • Junior Doctors are due to strike on 1 December in a dispute with the Department of Health about a new contract. The British Medical Association said the contract was not safe or fair. The government has recently agreed to talks hosted by ACAS conciliation service in an effort to resolve the dispute but the strike have not yet been called off. Health Secretary Jeremy Hunt said the industrial actionshould be cancelled to "avoid harming vulnerable patients". Click here for an outline of the dispute.

  • A survey of 700,000 GP patients found that 80% most people do not think they need weekend opening. However the research conludes that weekend opening may benefit certain patient groups, such as younger people in full-time work, but that Sunday opening, in addition to Saturday, is unlikely to improve access.

  • Meanwhile the National Audit Office (NAO) has undertaken a stocktake of access to general practice in England. They report generally people’s experience of accessing general practice is positive, with almost 9 in 10 patients reporting in 2014-15 that they could get an appointment. Patient satisfaction with access is, however, gradually and consistently declining, and a fifth of patients report opening hours are not convenient. People's experience differs depending on age, ethnicity and urban/rural geography.  The report also identified that problems in recruiting and retaining GPs are increasing, with 12% of training places in 2014/15 remaining unfilled.

  • Professor Keith Willett, NHS England’s Director for Acute Care, who is leading the Urgent and Emergency Care Review, has been promoting the NHS Stay Well This Winter campaign and asking people to look out for their older neighbours stressing the impact of loneliness on physical and mental health, "Millions of pensioners sadly will endure a lonely and cheerless Christmas this year and indeed spend many long winter’s days alone. ...Loneliness is not a normal part of ageing but it is all too common and makes life miserable. That has serious impacts on both physical and mental health: “no one cares about me so why should I”. Over a million older people say they are always or often feel lonely and nearly half of all people aged 75 and over live alone. These figures are truly shocking."

  • Public Health England have published a quarterly data update of the Public Health Outcomes Framework (PHOF) and local Health Profiles. The profiles provide an overview of health data for each local authority in England.

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In brief:

  • The Care Quality Commission (CQC) has published new guidance on the registration of housing with care schemes. It sets out the key characteristics and factors CQC will consider when carrying out an assessment, determining what regulated activity takes place in a housing with care setting, such as supported living or extra care.

MHA comments that as a provider of housing with care, this will be relevant for colleagues in our Retirement Living service. 

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Social Care


  • Research from Independent Age and the International Longevity Centre – UK (ILC-UK) reports that the adult social care sector in England will face  a gap of 200,000 care workers by 2020. The report Moved to Care warns of the impact of recent restrictions on migration, and a continued failure to attract more UK born workers to social care jobs and careers. It reports that approximately 1.45m people work in the adult social care sector in England, but the sector is already struggling to recruit and retain staff. Nearly 1 in 20 (4.8%) of positions in adult social care in England are currently vacant – nearly twice the vacancy rate in UK’s labour force as a whole (2.6%).

  • The Smith Institute reports on a survey of the Institute and the Recruitment & Employment Confederation of employment agencies (in health, social care, local government and education), which has found that public services are on the brink of a recruitment crisis. It highlights the difficulties in recruiting staff, especially highly skilled and experienced workers, and predictions from most that the situation will get worse.
  • Think tank Civitas have published a paper proposing the reform the present financing of nurse education, under which tuition fees and living bursaries are paid up front, and replacing it with a system whereby nursing undergraduates would take out student loans as with any other course.  It also proposes that the NHS would then pay back the loan for nursing graduates if they work for the organisation after qualification. The paper argues that this reform would remove the need for a limit on nurse numbers. Nurses who work in the private sector are likely to similarly have their student debt repaid as companies compete with the NHS to recruit nurses.

In the Spending Review the Government will change the funding system for nurses from grants to student loans.  However they have stopped short of this paper's proposal, whereby the NHS or other employers would refund nursing graduates who are employed by them.

  • The voluntary living wage, set by campaigners the Living Wage Foundation has increased to £8.25 per hour and £9.40 in London. The new rates, which the Foundation encourages businesses to pay, is calculated independently and based on the cost of living.  More than 2,000 businesses are signed up to the scheme. Currently, the government's national minimum wage stands at £6.70 per hour and the government's new National Living Wage being introduced in April 2016 for over-25s, is set at £7.20.

Care Sector

  • Think-tank ResPublica has reported that the UK care home sector 'could lose 10% of beds in five years'. The Care Collapse: The imminent crisis in residential care and its impact on the NHS assesses the state of the residential care industry, including an analysis of its future financial viability. It finds that almost one in 10 beds (approximately 37,000 beds) in Britain’s care homes will disappear in the next five years because of the crisis facing the sector. This is greater in scale than the collapse of Southern Cross in 2011, which affected 31,000 older people, and it would impact on the NHS as it will have to care for more people, and threaten the Department of Health's health and social care integration programme.  They conclude that addressing the funding crisis in the residential care sector is therefore of paramount importance to ensure good population wellbeing both today and in the future.  A full report will be published in the new year, setting out a broader vision of the future of care providers.

  • The Care Quality Commission (CQC) has launched a consultation on the fees it will charge to care providers from April 2016. Government policy means that regulators must be fully covered through their the fees income they generate. The CQC indicates that they therefore need to increase the fees they charge to providers. The consultation is also considering the time period over which fees will be collected. Professor Martin Green OBE, Chief Executive of Care England said “At a time when the care sector is facing enormous financial challenges resulting from years of under funding and the increases in staff costs, following the implementation of the New Living Wage, it is totally unacceptable for the regulator to levy higher charges for regulation." The consultation ends on the 15 January 2016.

MHA will be responding to this consultation.

In brief:

  • The Malnutrition Task Force reports that more than 46,000 older people have lost access to Meals on Wheels. The findings show that over the course of three years, spending on Meals on Wheels for older people aged 65 and over has fallen by 47%, from £42.1m in 2010/11 to £22.3m in 2013/14.  The Task Force reports that the decline of the Meals on Wheels service has happened at the same time as a significant increase in the number of hospital admissions for malnutrition.

  • The National Institute of Health and Care Excellence has published a new guideline about the care and support of older people with social care needs and multiple long-term conditions.  It focuses on improving the quality of person-centred care through better integration of health and social care services. It recommends appointing a single named care coordinator, establishing community-based multidisciplinary teams and supporting people to maintain links with their friends, family and community.

  • The Local Government Ombudsman (LGO) has published its annual complaints statistics for adult social care – including data for both councils and independent care providers – in its Annual Review of Adult Social Care Complaints 2014/15. The LGO received 2,803 complaints and enquiries about adult social care in 2014/15, an increase of 18% from the previous year. In those complaints where it carried out a detailed investigation, the LGO upheld 55% of cases by finding some form of fault with the council or care provider. The areas most complained about within adult social care are: assessment and care planning; residential care; home care; charging and safeguarding.

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Third Sector

  • Civil Society Minister, Rob Wilson MP, has announced Michael Grade, Lord Grade of Yarmouth, as the interim Chair for establishing the new fundraising regulator, as recommended by the Etherington Review A summit meeting is taking place on 4 December (and being streamed live) to outline the next steps, attended by the new Chair, the Minister and William Shawcross of the Charity Commission. A Fundraising Preference Service working group is also being established of fundraising practitioners and other relevant experts to determine how the service will work operationally.

In brief:

  • HMRC has published new model wording for Gift Aid Declarations for one-off donations, multiple donations and sponsored events. It can be used from now on, but must be used from 5 April 2016. The changes include a new shorter Declaration is shorter removing unnecessary references to VAT and Council Tax; a clearer call to action to demonstrate the value of making a Gift Aid claim; and making it clearer that donors have the responsibility to have paid sufficient tax to cover their Gift Aid donation, and their responsibility to pay any difference.

  • The Institute of Fundraising have published a research report on event fundraising. Closing the Loop reveals the continuing popularity of event fundraising, with many organisations having seen income rising or staying the same. Over 80% of event participants also said they would consider taking part in another event for the same charity, while 92% would consider supporting the same charity again but in other ways.  The report also found that the most common challenge cited by event participants was that the fundraising target and not knowing how to start fundraising.

Both of these items will be of particular interest to MHA's fundraisers.

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Look Ahead: December and beyond

MHA will be responding to the following consultations:

 New final guidance is expected in December from the National Institute of Health and Care Excellence (NICE) on:


  • Local government settlements released - December
  • Parliament rises on the 17 December 2015 and returns on the 5 January 2016

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Some information sourced from DeHavilland


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