Empowering people

Transforming lives

Annual report and financial statements for the year ended 31 March 2016

Registered Company Number 1744121Registered Charity Number in England & Wales 287785Registered Charity Number in Scotland SC039856A Company Limited by Guarantee

About us

We provide employment opportunities, skills development training, and health and wellbeing services across the UK. We operate charitable social enterprises and retail shops, and work alongside Shaw Education Trust, which runs a diverse chain of academy schools.

With over 1,000 staff and a network of over 1,000 volunteers, we deliver our services on behalf of a range of commissioners including the Department for Work and Pensions, the National Offender Management Service, the Department for Business Innovation & Skills and local authorities.

We add value to every service we deliver by investing back into community projects, such as our social enterprises, Community Hubs and national volunteering scheme.

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Contents

A life transformed............................................................................................................................3

Welcome - Roy O’Shaughnessy, Chief Executive.....................................................................4

The future.........................................................................................................................................5

Our vision.........................................................................................................................................7

Our mission......................................................................................................................................7

Our values........................................................................................................................................7

Our reach.........................................................................................................................................8

Empowering people to find work...................................................................................................9

Urfan, Work Programme, Crawley..............................................................................................10

Danny, Work Choice, Crawley....................................................................................................11

Empowering people to learn........................................................................................................12

Gemma, Apprentice, Croydon.....................................................................................................13

Shaw Education Trust..................................................................................................................14

Empowering people to take control............................................................................................15

Jim, CFO3 participant, Brixton....................................................................................................16

Empowering people to improve their health and wellbeing.....................................................17

Rahmat, Health and wellbeing client, Weston-super-Mare.....................................................18

Empowering people through volunteering.................................................................................19

Francis and Dave, Work Programme, Croydon........................................................................20

Empowering people through our enterprises............................................................................22

Shaw Trust accessibility services...............................................................................................23

Disabled Living Foundation (DLF)..............................................................................................23

Support us to help empower others...........................................................................................24

David, Retail volunteer, Bicester.................................................................................................25

Financial statements for the year ended 31 March 2016 - figures at a glance.....................26

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A life transformed

Shaw Trust empowers people to transform their lives. Matt is one of the thousands of people that we’ve helped this year. Read his story.

Matt, Work Choice, St Albans

“Shaw Trust has been helping me for around four years now. I wasn’t very academic at school and before Shaw Trust started helping me I had no confidence – I wouldn’t say boo to a goose.

I’ve got learning difficulties, including dyslexia, ADHD and short-term memory loss. The jobs I did have weren’t right for me. I now have a part-time role as a cleaner for North Hertfordshire Homes and I love it. They understand me and give me the support I need.

Shaw Trust then helped me to reach my biggest goal. They sponsored me so I was able to represent Great Britain at the 2015 Special Olympics in Los Angeles. This was such an amazing time for me andI came back with a gold medal.

I have Shaw Trust to thank for this, they helped me fulfil my dream.

One of the highlights from the games was scoring a penalty in the final. Once I knew I was going to the games I practiced my penalties every day for a year, so I was prepared to step up when the pressurewas on. Before the shootout I said to my coach: “Give me a penalty, I want one.” There was no way I was going to miss, I was ready.

The whole experience in Los Angeles was amazing. There was a lot of waiting around at the opening ceremony, but it was worth it to hear the roar of the crowd when we walked into the stadium.

Winning gold has taught me to give everything a go and enjoy what you do. This is the message I’m sharing with schools and organisations when I give my presentations about playing football for Great Britain.My next goal is to take part in the 2017 National Summer Games in Sheffield and hopefully I’ll be in the team again at the Special Olympics in 2019.

My future will be public speaking as I really enjoy it. All of what has happened has really changed my life. I have so much confidence now and feel full of life. Shaw Trust has definitely made me the man I am today. Thank you.” Matt.

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Welcome - Roy O’Shaughnessy, Chief Executive

Matt Dodds is a true example of why Shaw Trust exists. When he firstcame to our St Albans centre his head was down; he wanted to workbut had low confidence and felt on the fringes of society. We empowered Matt to fulfil his potential, find a job he loves and even represent his country at the Special Olympics. He is now a happier, healthier young man with a bright future.

Shaw Trust exists to transform the lives of thousands more people like Matt. We do this by reshaping the way public services are developed through more meaningful investment in both individuals and communities.

Our strategy is that by 2020 we want to be helping 50,000 people each year. To succeed we will need to demonstrate to commissioners the added value of choosing a third sector provider for public sector contracts. As well as being commercially competitive, Shaw Trust must offer a greater return on public investment by reinvesting our surpluses back into the communities where they were gained and leveraging our philanthropic charitable assets of fundraising and volunteering. In realising this, working in close partnership with local communities and commissioners, we believe we can deliver the greatest impact and long-term sustainable change.

Over the past year we have ensured Shaw Trust is in the strongest position possible to achieve this strategic ambition by ensuring we are flexible, efficient and ready for the future. We invested in 50 change improvement projects, including the outsourcing of ICT, upskilling our staff and moving our back office services to Bristol.

At the same time we continued to provide high-quality Work Choice and Work Programme employment services for the Department for Workand Pensions, and implemented the new Specialist Employment Support programme to help those furthest from the labour market become job ready. We also grew into new areas, supporting ex-offenders to transfer from prison back into the community on behalf of the National Offender Management Service and winning a bid for a new community-based mental health provision in Kent.

As we further our mission it is really important that we stay focused on genuine transformation of our clients’ lives and take a long-term strategic view of the diversification required to succeed. We continue to grow our networks across government and civic society in the UK in order to share our social mission. This involves the hundreds of organisations we work with, including our supply chain partners and international partner organisations – Motivation Romania and Integracja. Thank you for your excellent work and support over the past year.

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The future

Ken Olisa OBE, Chairman

Shaw Trust was always anticipating a year of significant change as wecame ever closer to the end of our two largest contracts – Work Programme and Work Choice. However, we could never have predicted the tectonic shifts in the external environment. As I write, the aftershocks of the Brexit campaign are still being felt at home and abroad and political change looks set to continue for some considerable time ahead.

This systemic instability presents challenges to Shaw Trust, adding a level of unwelcome uncertainty to our operations and planning at acritical juncture.

However what remains certain is that there are many thousands of people across the UK for whom gainful employment would fundamentally and positively transform their lives.

Shaw Trust remains 100 per cent committed to finding ways to meet that need both by the provision of high-quality services and by encouraging policy makers to adopt innovative solutions to the challenge.

In particular we will continue to press for a radical rethink to a range of public services including employability, health, social care and children’s services. Historically, Government has contracted these activities to the commercial sector, but is our belief that they are far better provided by charities such as Shaw Trust. We call this outsourcing to the third sector over private companies Welfare State 3.0.

Our combination of highly skilled staff and equally committed volunteers offers a much more rounded and human touch than is possible when merely fulfilling contracts for profit.

In parallel with arguing for Welfare State 3.0 we will continue to innovateacross a number of fronts:

Multi-disciplinary hubs offer our clients a one-stop shop to help them meet their health, welfare and employment needs

We intend to make a step change to our enterprise activities, whichprovide our service users with opportunities to work or volunteer for Shaw Trust while making a financial contribution to our operations

Similarly, we will be reviewing our chain of charity retail shops toenhance their role as examples of our commitment to invest in thecommunities which we serve

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And last, but far from least, we intend to continue to extend thefootprint of the Shaw Education Trust’s network of schools.

Managing these ambitions within the context of a fast-moving politicallandscape won’t be easy. But with an obsessive focus on the target of increasing the number of lives transformed, the Board and I are confident that our staff, partners and friends will achieve this.

My thanks go to all of them, along with my best wishes to thosethousands of people whose lives we have affected positively over the past 12 months.

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Our vision

A society in which everyone has the opportunity for employment, inclusion and independence.

Our mission

To deliver services for people at disadvantage so they can gain life and employability skills in order to live more independently, secure sustainable employment and actively contribute to family and community life.

Our mission is also to educate and influence society to remove barriers and create opportunities for those at disadvantage; to build supportive communities and ultimately, a more inclusive society.

Our values

Our values underpin everything we do. They shape the way we work with each other, with clients and with partners.

1. To be people-centred

2. To act with integrity

3. To be innovative

4. To be best-in-class

5. To be accountable.

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Our reach

Shaw Trust delivers contracts and grants worth £89m

We work with 89 supply chain partners and 32 supported businesses which account for 50% of contract delivery.

64% of our supply chain partners are third sector organisations. This helps us access people in the hardest to reach communities.

We also have partner organisations in Poland and Romania.

Our 1,069 members of staff and over 1,000 volunteers work in 196 sites across the UK to support our clients.

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Empowering people to find work

Shaw Trust delivers a range of government supported employment services. Work Programme helps people prepare for, find and stay in work. Work Choice is a specialist programme designed specifically for people who, due to their disability, may find it difficult to find or keep a job. The Specialist Employability Support service supports unemployed disabled adults with complex or multiple challenges to find work.

Read how we empowered Urfan and Danny to find a job and transform their lives.

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Urfan, Work Programme, Crawley

“I was out of work for three years before I was given a chance. I was applying for lots of jobs but kept getting rejected. I struggled as I have learning difficulties and a speech and hearing impediment. The more rejections I got, the less confidence I had.

When I came to Shaw Trust I met my adviser – she was fantastic. She helped me improve my communication skills and got me work experience. It was a confidence boost and over time my speechgot better.

My adviser spotted there was a new B&M store opening in Crawley. We went down and I offered to do an on-the-job interview. They looked past my disabilities and offered me the job.

I enjoy helping the customers, working in a team and on the shop floor, and I’ve made lots of new friends at work.

From being back at work I’m growing in confidence every day and my family say I’ve got a smile back on my face. I love working and I’m happy I can treat my family more.”

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Danny, Work Choice, Crawley

“My last job was a zero-hour contract, so each week I didn’t know if I would be working.

I was with Shaw Trust for about a year when I heard that Co-Op in Crawley was looking for new staff. My adviser helped me get a week’s trial to see how I would do.

Before I went my adviser told me to give it my all, take everything I’ve learnt and let them have it. The trial went well, I was offered an interview and then got the job!

Having autism means I find social situations difficult but now I feel I can sit down and have a chat with anyone. If you saw me two years ago,I was a completely different person. Look at me now – I can do anything!

Now that I’m working I have more of a social life and I can plan things I’ve always wanted to do.

To anyone who is down on their luck, thinking they can’t do anything – don’t think that. I thought the same thing for years and then I went to Shaw Trust. I now think if you can’t be a star, shine like one.”

We believe that everyone has the right to engage in meaningful work that they enjoy and that helps them to live independent and inclusive lives.

This year we empowered 15,615 individuals by equipping them with the skills they need to get a job. Urfan, Danny and Matt have gone on to find work along with nearly 10,000 other people.

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Empowering people to learn

Our skills and apprenticeships services empower people to believe in their own abilities and bring about positive change in their lives. Through training, development and work opportunities, our clients have the opportunity to achieve their ambitions.

We empowered Gemma to learn new skills. Turn the page to find out how she’s transformed her life.

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Gemma, Apprentice, Croydon

“I was unemployed for nearly two years before I came to Shaw Trust. I was referred by the Job Centre as I was seriously struggling to find work.

Shaw Trust helped me on to a three-year apprenticeship course with Axis Europe PLC to become an apprentice plumber. I’ve never looked back.

My adviser is absolutely amazing. He’s helped me get counselling to combat my anxiety and I’ve learnt how to look after myself. I’ve also had life coaching so I know how to deal with failure and turn it into success. I’m much happier now.

Shaw Trust treated me like a real person. They really care.

Who’d have thought I’d be going to the House of Lords to represent women in construction a year ago?

I want to run my own apprenticeships, help young people and give them a career. It’s a long journey but I can do it.”

73% of clients that were on apprenticeship programmes went into further education or employment. We helped nearly 500 people become apprentices or gain qualifications.

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Shaw Education Trust

Sponsored by Shaw Trust, Shaw Education Trust is a multi-academy trust, which leads and manages academies in all phases, all sectors and in all communities. The Trust has its own Chief Executive, leadership team and Board of Trustees.

Grounded in the belief that all children should have the opportunity to be successful, whatever their starting point, the Trust pledges an unswerving commitment to improve, accelerate and enable ambitious life goals for all young people in its academies.

£15,000 raised by Shaw Trust London Marathon runners helped one Shaw Education Trust academy build a new playground.

“Seeing the faces and hearing the shrills of delight was so moving. I wish everyone who helped us achieve this target could have been there to witness it.”

Pauline A Carmichael, Academy Principal, Walton Hall Academy

We currently run five academies helping 1,400 pupils. £5m of Condition Improvement Fund money has been secured from the Education Funding Agency. In the forthcoming year a further 3 academies with approximately 2,800 more pupils will join Shaw Education Trust.

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Empowering people to take control

We run a programme called CFO3 that is funded by the National Offender Management Service and European Social Fund.

Our goal is to enable the people we support to contribute positively to society. We do this by supporting offenders to gain lasting life and employability skills.

We empowered Jim in prison. Read what he is doing to transform his life.

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Jim, CFO3 participant, Brixton

“When I had my induction into prison I met my case manager – she told me about the CFO3 programme. I was in a dark place after my mum’s death, but this gave me a light at the end of the tunnel.

I was flat on my face. But now I’m walking on my feet again.

Staff supported and encouraged me to get qualifications. I completed a business studies course and learnt how to set up my own business and how to market it. Now my ambition is to open a food shop and catering business. I want to call it ‘Uncle Jim’s’. I also gained skills in construction, including a Diploma in Construction.

CFO3 helped me get a good CV together. There was an employment fair on site at the prison. After the job fair I had two companies interested in employing me.

When I leave prison, CFO3 will also give me help to sign onto Job Centre Plus as I will need income straight away.

My CV is now online and I have 10 different opportunities. I didn’t believe so many people would be so impressed. This is what I have gained now that I have put in the effort.

I got help with my longstanding housing issue and my case manager managed to save my flat. She kept me active rather than let me just sit there worrying. If it wasn’t for her help, I would have lost the flat.

No words can explain the amount of support I’ve received. Shortly I will be released and I know I will be getting more help outside. The programme gives such good support – much better than any I’ve received in prison. I’ve been put on a platform to get success, so I won’t return to prison.

I want to progress over the next two years, purchase my flat and start a family. I’ve got some opportunities in construction and catering so I need to find out which of these I really love.

It’s been a journey, coming to prison. I’ve got encouragement and I give thanks for this. I realise only I can get myself where I want to be. Now I’m in a position to succeed.”

We’re currently supporting 1,948 people by providing specialist support, skills and training in prisons and the community. By 2020 we aim to help 18,000 people.

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Empowering people to improve their health and wellbeing

Shaw Trust provides a range of services to help people with their mental and physical health and wellbeing. We work in partnership with local health services, charities and businesses to connect people with the services they need, when they need them.

Read how Rahmat has improved her mental health to transform her life.

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Rahmat, Health and wellbeing client, Weston-super-Mare

“Shaw Trust helped me find a job. But six months in I was hit with depression, anxiety, paranoia and agoraphobia. I was beating myself up about everything. I felt suicidal and would self-harm. I was struggling to handle things at work and care for my family. It was a difficult time because I needed to work full time – I’m a single mum of two children.

My adviser supported me. By taking small steps I was building my confidence, week by week. I went to groups to see how I felt around other people and then I discovered a woodwork course.

When I’m there I forget about everything. It’s like when you read a good book – you’re gripped and immersed in the story. It makes me feel relaxed.

In my mind I felt nothing was right but in reality everything was fine. Shaw Trust helped me to be a stronger, happier and more comfortable person.”

835 clients registered with our mental health services this year.

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Empowering people through volunteering

Individual and corporate volunteers help us achieve our aim of empowering people and supporting them towards employment. They help us run our charity shops too. They’re at the heart of everything we do. By 2020 we aim to build a force of 5,000 volunteers.

Dave volunteers his time. Read how he empowered Francis to transform his life.

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Francis and Dave, Work Programme, Croydon

“Three years ago my wife and I moved from India to settle in London. I found getting a job difficult despite previously having a good one. I was getting depressed and frustrated as nothing was going my way. After a year of applying for jobs I was referred to Shaw Trust.

I worked with ICT Consultant and volunteer Dave. We clicked straight away.

Dave wanted my CV to jump out and grab the attention of employers within 20 seconds so they felt engaged to read the rest.

With Dave’s expertise and finishing touches everything fell into place and I started getting responses. It dramatically changed my life.

For the first time in my life I sent a speculative covering letter along with the beautiful new CV to a drainage product manufacturer.

I got an email from the Managing Director saying he would like to come and meet me. We chatted for five and a half hours and he offered me the job assales manager.

Since then there has been no looking back. This is the coolest job I’ve had in 24 years of working.”

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1,077 volunteers gave 126,780 hours this year.

91% say Shaw Trust is a good organisation to volunteer with.

Over 500 shop volunteers gave 106,000 hours of support.

565 volunteers gave 20,780 hours to support Work Programme, Work Choice, social enterprises and Shaw Education Trust.

Clients from these services received expert help from volunteers on over 11,000 occasions.

Three quarters of our volunteers say volunteering is good for your health and wellbeing.

356 employer-supported volunteers gave 3,276 hours to help 470 clients.

30 companies provided employer-supported volunteering including IMB, Nationwide and Waitrose.

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Empowering people through our enterprises

Shaw Trust Enterprises supports adults with learning disabilities to improve their skills, gain qualifications and get meaningful work experience.

Read how these services have empowered and transformed Robin and Katie’s lives.

Robin, Learner, Trowbridge

“I really like working in the shop because it’s interesting and there a good variety of jobs. I’ve learnt about customer service, how to use a till and how to make the shop look nice so the customers keep coming back.”

Katie, Learner, Trowbridge

“I like working at Palmer Gardens because I make friends, the customers are nice and it has a really nice atmosphere. Working in the café has given me a lot more confidence with customer service and handling money on the till. The staff have helped me to talk to people without worrying about their opinions of me. The staff are great fun to be around and help build my confidence.”

Our enterprises supported 361 adults with learning disabilities, disabled jobseekers and students.

21,930 daily placements filled by adults with learning difficulties.

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Shaw Trust accessibility services

Shaw Trust accessibility services help organisations improve access to disabled customers and employees.

We audit digital platforms and buildings as well as educate and empower staff to think accessibly.

We employ disabled people within our in-house user testing team, so our team has first-hand knowledge of what works and what doesn’t.

This year we worked with 45 organisations.

Disabled Living Foundation (DLF)

DLF merged with Shaw Trust in 2014 and helps older and disabled people live independently with dignity. Our expert impartial advice and information on assistive technology is transformative for those who need it.

DLF also supports healthcare practitioners with accredited training and conference programmes designed to share best practice in independent living.

This year half a million people have benefited from our impartial information and expert advice on independent living.

DLF’s website LivingMadeEasy.org.uk reached a milestone 1.1 million users. The support of over 1000 manufacturers and suppliers makes this resource the most comprehensive knowledge base of assistive technology in Europe.

Youreable online forum exceeded an incredible 20,000 posts. With over 16,600 members, Youreable plays a crucial role in peer support and shared life experience among disabled people.

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Support us to help empower others

Our fundraising activities make a big difference to the support that we provide to our clients. We run the London Marathon every year and every pound we raise in our charity shops goes towards work in local communities. Our shops are staffed by dedicated volunteers and by Shaw Trust staff.

David volunteers in one of our shops, raising money to empower others. It’s also transformed his life. Read his story.

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David, Retail volunteer, Bicester

I didn’t think it was for me, but I’ve been volunteering for a while now. It’s helped me get out and about, meet new people and it’s improved my health too!

Volunteering has also been a big thing to put on my CV – I’ve really progressed and been given more responsibility, pretty much running the shop on Sundays. I also had the opportunity to take a temporary role as acting assistant manager at another shop.

If you’re thinking of volunteering with Shaw Trust, I would say go for it!

If you’re struggling to find work it’s a good step to help you gain skills and move towards employment.

4.1m turnover in our 50 shops

512 volunteers have 106,000 hours in our retail shops

£33k raised running the London Marathon

670,000 donated garments sold

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Financial statements for the year ended 31 March 2016 - figures at a glance

Incoming resources

2013 96,5902014 107,8972015 129,2902016 107,166

Employment and charitable activities 89,471,000

Charity shop 4,074,000

Other 839,000

Net assets taken on with merger and transfer 12,783,000

Resources expended

2013 100,4112014 106,1632015 107,3912016 96,554

Employment and charitable activities 92,457,000

Charity shop 3,886,000

Other 211,000

If you would like the full financial statements please email studio@shaw-trust.org.uk call us on 0117 9989 110 or write to us at Studio, Shaw Trust, 3rd Floor, 10 Victoria Street, Bristol BS1 6BN.

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