IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust

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IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
IMPACT REPORT
    2020/21
IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
CONTENTS                                               CHAIRMAN’S WELCOME
4      SHARPENING OUR FOCUS

20     PEMBROKE HOUSE
                                                       Welcome to our fourth Impact Report! The report is designed
24     THE JOHN CORNWELL VC NATIONAL MEMORIAL          to tell the fullest story of our year, whilst also giving you a
                                                       flavour of the real life stories of our beneficiaries who are at
26     ADMIRAL JELLICOE HOUSE
                                                       the heart of everything we do.
30     FINANCE                                         You will notice that we have changed the focus of how we
                                                       present the Trust. We hope that this gives a fresh and more
34     GRANTS, LEGACIES AND DONATIONS
                                                       relevant explanation of what we do, and why, and this will
39     WHO’S WHO IN THE ROYAL NAVAL BENEVOLENT TRUST   help us spread the word more widely about what RNBT can
                                                       offer to those in need.
                                                       We have made great strides in our exciting and ambitious
                                                       Centenary Care Home Project, Admiral Jellicoe House in
                                                       Portsmouth, which will be the centrepiece of our centenary
                                                       next year.
                                                       It is impossible to ignore the impact of COVID-19 on all our
                                                       lives, and on the work of the Trust. But there is much to
                                                       celebrate and I hope you can see all the good work that we
                                                       have achieved which will continue after COVID-19 hopefully
                                                       becomes a thing of the past.
                                                       Our Vision remains:
                                                       ‘Sailors, Marines and their families living happy, dignified lives’
                                                       and our Mission:
                                                       ‘Sailors and Marines helping Sailors and Marines – now
                                                       and always’
                                                       I hope you agree that these simple statements make clear
                                                       what we are all about.
                                                       It has been another very busy and successful year, and I am
                                                       very proud to present our Impact Report for 2020/21.

                                                       Nick Fletcher, Chairman of Trustees

2    RNBT Impact Report 2020/21                                                                          RNBT Impact Report 2020/21   3
IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
SHARPENING OUR FOCUS

IMPROVING AWARENESS OF WHAT
THE RNBT DOES
During the year we took the opportunity to look at ourselves
and make sure that our brand remained relevant and
appropriate for the future, and we hope you agree that this
is a better fit for the Trust.

This work also helped us to answer the fundamental
questions: ‘WHO, WHAT, HOW and WHY’:

WHO: The Naval community, some of whom may
not know where to turn to
Life is unpredictable, but RNBT is by Sailors’ and Marines’
sides, and their families, from the moment you join up. We
exist to provide a helping hand to serving and ex-serving men
and women and their families.

WHAT: help, opportunity and care in times of need
We take a holistic approach to help. Although we are capable
of a swift solution, we always look to encourage you to
support yourselves and to lead a better life, through financial
aid, enhancing skills for employment or support and assisted
care, which includes our care homes, Pembroke House and
(soon) Admiral Jellicoe House.

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IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
HOW: propelled by empathy and collaboration                      Better understanding means better solutions. We have
We are uniquely equipped with the invaluable insights of         many ex-RN and RM personnel working for RNBT whose
former sailors and marines so that we combine rapid response     experience helps generate better solutions for you.
with compassionate understanding to help your genuine need,      Small in size, global in reach. Our size and structure allows
no matter how you got there. We also work alongside other        us to respond quickly, often in 24 hours, to requests for
fellow service charities to present best solutions.              assistance. We also can help our people abroad, last year in
                                                                 15 different countries.
WHY: help chart a course to a better life
We don’t just help you weather the storm, we try and help        Serve a day, supported for life. We help you or your family
you navigate your way out of it so that you can live a happy,    based on genuine need, no matter how long your service.
dignified life, either alongside RNBT or under your own steam.

CAN YOU HELP?
We are planning a campaign to increase awareness of what
RNBT does so that our people know who to turn to for help
when they most need it. We need everyone to help us with
this, as we can’t successfully deliver the assistance that is
needed without people being aware of what we are and how
we can help.

Key messages
We need people to know not just how we help, but what
sort of organisation we are, and how we react to our people
asking for help. These thoughts will help you explain to

                                                                 ‘‘
others what we are all about:

We always respond with a helping hand, not a raised
                                                                      TWO WORDS ‘THANK YOU’ ARE
eyebrow. We won’t judge why people ask for help, we will
judge any application for help based solely on your need.             NOT ENOUGH TO EXPRESS HOW MY
                                                                      WIFE AND I FEEL. YOU HAVE HELPED
People not problems. We take a human approach to                      WITH OUR BOILER REPLACEMENT;
finding a solution to your problems. We won’t just fix the            GOD KNOWS WHERE WE WOULD
initial problem, we want to make life better for you and our
                                                                      BE WITHOUT YOUR HELP. WE WILL
community. This includes our care homes where we always

                                                                                                    ’’
                                                                      NEVER FORGET YOUR GENEROSITY.
seek to provide the highest standards of care and support in
a bright and welcoming environment.                                   FORMER ROYAL MARINE 1957-67

Inspired by our past, but looking to the future. We know
that the needs of the wider Naval community are shifting,
and that we need to evolve to meet your needs, so that every
generation can live happy and dignified lives.

6   RNBT Impact Report 2020/21                                                                                  RNBT Impact Report 2020/21   7
IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
‘‘   SENDING MY SINCERE THANKS FOR
     THE GRANT WHICH HAS HELPED
     ME SETTLE INTO MY NEW HOUSE.
     I HAVE BEEN LIVING IN MY CAR FOR
                                        WHAT WE DELIVER
                                        We deliver help to those in need as follows:
                                        # INDIVIDUAL GRANTS for life’s essentials for those who
                                          need it most. Examples: Food, clothing, accommodation,

                            ’’
     18 MONTHS, IT’S JUST SO NICE TO
                                          fuel and utility bills, disability aids, help with employment-
     BE IN A WARM HOUSE.
                                          related training courses, household goods, funeral costs
     FORMER ROYAL MARINE                # REGULAR CHARITABLE PAYMENT for those on very low
                                          household incomes, and
                                        # NON-FINANCIAL OR HOLISTIC SUPPORT AND ADVICE, and
                                        # RESIDENTIAL CARE for older members of the Naval family,
                                          at Pembroke House and our Almshouse (John Cornwell VC
                                          National Memorial Almshouse), as well as at Admiral
                                          Jellicoe House early next year.

                                        Number of awards by           Amounts paid (£k)
                                         beneficiary group           by beneficiary group
                                                    49                  50 34

                                                78       74                       75
                                                                                                        Serving
                                                                       99
                                          132                                                           Ex-serving
                                                                                                        Widows
                                                                                                        Dependents ex-serving
                                                               774                     646              Dependents serving

                                          Number of awards           Amounts paid (£k)
                                            by category                by category

                                                         162                111
                                              298                                      167              Medical
                                                                68    85                                Education & employment
                                                                                             53         Housing
                                         78
                                                                                                        Funerals
                                                                                                        Other
                                                          652               486

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IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
We spent £1.4million on grants to individuals. Expenditure
on grants to individuals decreased by 14% from £1,679k in
2019/20. The number of grant awards was down by 26%
to 1,107 (2019/20: 1,501), probably due to a combination of
factors, including increased local authority support as well as
the cessation of face-to-face casework during the pandemic.
We expect to see an increase in demand for assistance later
this year as government support packages are withdrawn.

We spent £1.1million on regular charitable payments,
which increased by 4% from last year. We supported 759
beneficiaries on low incomes with a weekly payment of
between £23 and £33.

We spent £3.1million running our care home and almshouse.
The cost of running Pembroke House and the John Cornwell VC
National Memorial Almshouse increased by 2% from last
year. About 80% of the Home’s operating expenditure is
made up of staff costs to provide a safe and caring Home
for the residents.

We only spent £120k on raising funds, much lower than most
other charities.

              Spending breakdown 2020-21

               0.12

                              1.4            Grants to
                                             individuals

                                                                  ‘‘
                                             Regular charitable
                                             payments
                £m                           Care homes
                                                                       I WOULD LIKE TO SAY THANK YOU FOR THE
3.1                                          and almshouse             SUPPORT GIVEN TO MY MUM. WE LOST MY DAD
                                                                       SUDDENLY AND MY MUM HAD TO BORROW
                                             Raising funds
                                  1.1                                  MONEY FOR HIS FUNERAL BUT WITH YOUR

                                                                                                            ’’
                                                                       ASSISTANCE, SHE HAS BEEN ABLE TO REPAY THE
                                                                       DEBT. WE WILL BE FOREVER GRATEFUL.

                                                                       DAUGHTER AND WIDOW OF A FORMER PO

10   RNBT Impact Report 2020/21                                                                                RNBT Impact Report 2020/21   11
IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
Although UK-based we help our beneficiaries wherever
they live. We reached people in 15 countries worldwide who
needed our help.

We reacted swiftly and effectively to the COVID-19 pandemic
by establishing Urgent and Crisis support for those most
in need. During the early period of the pandemic, cases for
support were rapidly assessed and financial support delivered
direct to the beneficiary. There were marked increases in
support given to those requiring assistance with food and
subsistence: £9,065 for the period 26 March to 16 April 2020,
compared to £3,200 for the period 26 February to 16 March
2020 (a 183% increase), and for those needing support
with rent: £11,912 for the period 26 March to 16 April 2020,
compared to £6,983 for the period 26 Feb to 16 March 2020
(a 71% increase).

                 Crisis and urgent support
                     Early pandemic challenges

          £                               11,912
12,000

10,000
                 9,065
 8,000
                                                   6,983
6,000                                                           OPEN FOR BUSINESS whilst working from home. We rapidly
                                                                developed new ways of working to keep essential financial
4,000
                                                                support flowing to those in need:
                           3,200
                                                                # Caseworkers (from SSAFA and The Royal British Legion)
 2,000                                                            kept contact, usually by telephone and email, so that cases
                                                                  could be sent to us;
      0                                                         # Grant Administrators developed hybrid ways of working so
              Food & subsistence (£)      Rent support (£)        that financial help could be approved and sent out rapidly;
                                                                # Grant Committee, our volunteer team who assess and
              26 March–16 April 2021
                                                                  authorise complex and expensive cases, devolved into three
              26 February–16 March 2020                           sub-committees to assess and approve payments efficiently.

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IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
‘‘
                                        HOLISTIC SUPPORT – HELPING WITH LONGER-TERM NEEDS.
      I WISH TO THANK YOU SO MUCH
                                        We helped 365 of our people with complex needs, often
      FOR ALL THE HELP AND SUPPORT
                                        after we had already helped with direct financial support, an
      YOU HAVE PROVIDED ME OVER THE     engagement rate of 88%. These interventions were:
      YEARS UP TO NOW AND THANK YOU
                                        # Life-changing medical support outcomes, often involving
      FOR MY CONTINUING RCP. I HAVE
                                          Combat Stress as well as NHS services (148 cases last year);
      TO SAY WITHOUT YOUR FINANCIAL
      HELP AND ASSISTANCE MANY EX       # Life-defining to help with finance and debt issues, usually
                                          via SAIL (Seafarers’ Advice and Information Line) (262 cases
      SERVICEMEN AND WOMEN LIKE
                                          last year);
      MYSELF, WHO HAVE SOMETIMES
      FALLEN ON HARD TIMES, WOULD BE    # Life-enriching social exclusion outcomes (191 cases last
      IN A HELPLESS SITUATION. I HAVE     year); and

                                ’’
      NOTHING BUT PRAISE FOR YOU ALL.   # Life-informing through enhanced employment status or
                                          education (319 cases last year), 89% resulting in successful
      FORMER RN RATING
                                          employment.

                                                   BSC                        Training and
                                              engagement rate               employment grants

                                                     88%                             89%

                                                                                  Successful
                                                                                 employment
                                                                                   outcome
                                               BSC outcomes

                                                         148
                                                                         Life-changing
                                             319
                                                   Number                Life-defining
                                                   of cases              Life-enriching
                                                               262
                                                                         Life-informing

                                                   191

 14    RNBT Impact Report 2020/21                                                         RNBT Impact Report 2020/21   15
IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
‘‘
COLLABORATION WITH OTHER MILITARY CHARITIES. We
continue to be part of a network of military charities, linked by
                                                                         THE GENEROSITY OF THE RNBT
a common casework management system. The culmination of
                                                                         IN ASSISTING IN THE PURCHASE
a 5-year project saw a new IT system based on ‘Mosaic’, which
                                                                         OF A MOBILITY SCOOTER, WHICH
is widely used in the NHS, going live at the end of March 2021.
This co-operation is a key factor in providing our people with           HAS BEEN NOTHING SHORT OF A
truly joined up solutions to sometimes complex needs without             NEW LEASE OF LIFE FOR ME. IT IS
the need to ask for help from different charities, and is an             DIFFICULT TO EXPLAIN THE FEELING
exemplar in the UK charity sector. Using this system we turn             OF ELATION BEING ABLE TO ‘WALK’
around requests for assistance rapidly, ensuring that help gets          TO THE VILLAGE CENTRE, THANK

                                                                                                     ’’
to where it is needed quickly, efficiently and securely.                 YOU, YOU HAVE CHANGED MY LIFE.
CARE. RNBT continues to provide residential care to our                  FORMER WO(MAA)
older members of the Naval family, as well as helping with
domiciliary care costs and ‘top up’ fees for those using other
care facilities. In January we appointed Carole Brown as our
first Director of Care. We are proud to offer:
# Pembroke House, a lovely 55-bed care and nursing home
  in Gillingham, Kent;
# Admiral Jellicoe House, our new care home with residential,
  nursing and dementia care facilities, opening in Spring 2022;
# John Cornwell VC National Memorial Almshouse, our
  6-unit almshouse in Hornchurch, Essex.
INCOME for care: £3.0m
# Underfunding by local authorities. The increasing shortfall
  between the cost of caring for state-funded residents and
  the fees received was £266k.
EXPENDITURE on care: £3.1m

       Bridging the gap: underfunding by local authorities

                   Weekly               Local authority fee
            48%               52%
                  care cost             RNBT subsidy

16   RNBT Impact Report 2020/21                                                RNBT Impact Report 2020/21   17
IMPACT REPORT 2020/21 - Royal Naval Benevolent Trust
CASE STUDIES                                                     IAN HARRIS REGULAR CHARITABLE PAYMENT
Statistics alone cannot paint a picture of reality, so we have   AND TRAINING COURSE
included case studies to give a better flavour of the nature     When his marriage broke down Ian was left with three
and complexity of the issues and the support offered.            children. Ian became the main carer for the children, which
                                                                 consequently put his own career options on hold, fitting any
DAVID AND SARAH JONES WET ROOM AND RAMP                          work around the needs of the children. Ian has looked into
                                                                 gaining further qualifications, which will lead to better paying
When David’s health was deteriorating, with weakness in his      work opportunities. Having an interest in the construction
hands and continuing trips and falls, he went to a specialist    industry, Ian approached RN FPS for advice with funding
and in August 2019 he was given the devastating diagnosis:       and an application was made through SSAFA for RNBT
he had Motor Neurone Disease, with a life expectancy of          assistance, using the Barclays AFTER Fund. Ian enrolled on a
12-15 months. This had an incredibly shattering effect on his    two year college course for a Chartered Institute of Building
family. The family were aware that in order for David to have    Diploma in Building Site Management which will enable him
continued quality of life, adaptations would be need to be       to apply for higher paid roles as a construction surveyor.
made to the home. The family did not have the funds for this
work. More upsetting news was when they learned that they        Due to the day release college course, income for the family
did not qualify for a Disabled Facilities Grant from the local   was low. RNBT also assisted the family with Regular Charitable
Council. Sarah remembered that David had served in the           Payments to see them through Ian’s period of learning. Ian has
Royal Navy so decided to contact SSAFA for advice. Sarah         now successfully completed his diploma and sees a brighter
was contacted the next day by a caseworker, who visited          future with more prospects for him and his family.
them within the week. An application was made to RNBT for
financial assistance towards a wet room to enable David to
wash and bathe with dignity and a ramp at the front door
which allows David easy access in and out of the house. Their
situation has improved, but as David’s illness progresses
there may be further requirement for assistance in the future.

ROBERT FOGG ELECTRIC POWERED VEHICLE (EPV)
After leading an active life in the Royal Navy for over
33 years, Robert was diagnosed with severe osteoarthritis.
Robert is unable to stand or walk unaided except for medical
appointments and short walks to the car door. For the
year prior to the pandemic he was housebound, living with
chronic pain every day. Robert was directed to his local
SSAFA branch, which assisted him with other concerns but
also approached RNBT for help with the purchase of an
Electric Powered Vehicle (EPV). One of Robert’s positions in
the RN was as a Divisional Officer, where he was aware of the
various service charities, little did he know that one day he
would need their help.

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PEMBROKE HOUSE

BATTLING COVID-19. The year has been dominated by
the response to the COVID-19 pandemic which had such a
devastating impact on the residential care sector throughout
the country. Firm action was needed during the initial weeks
to keep the Home as safe as possible as the threat from this
deadly disease to older members of the community became
apparent. The reaction of all staff to the challenges and
uncertainties that they faced was exemplary, learning new
skills and procedures and being prepared to adopt new ways
of working.

AIM FOR ‘EVERY DAY TO MAKE THE RESIDENTS SMILE AND
LAUGH’. All routine inspections were suspended during the
pandemic, but CQC conducted an Engagement Support call
under the CQC’s Emergency Support Framework on 25th
June 2020 which confirmed that the Home was successfully
managing the impact of COVID-19 in all areas. It also
recognised that the aim of ‘every day to make the residents
smile and laugh’ had been achieved.

THE IMPACT OF THE ‘KENT VARIANT’: FOUR SAD DEATHS.
The Home was located at the epicentre of the ‘Kent variant’ of
COVID-19, and local infection rates increased in the autumn,

                                                                 ‘‘
causing a severe stretch on staff as illness and isolation
requirements took their toll. An outbreak was confirmed on
Christmas Eve, with nine positive cases amongst the residents.        RNBT HAS GIVEN ME SO MUCH SUPPORT
Very sadly four of our residents died between 31st December           SINCE MY HUSBAND DIED AND THINGS
2020 and 6th January 2021. Mercifully the outbreak was fully          LOOKED BLEAK FOR ME AS I COULD
contained, a tribute to the magnificent efforts of the Home           NOT ATTEND HIS CREMATION DUE TO
Manager and the whole team over what should have been a
                                                                      EVERYTHING THAT HAS BEEN GOING ON
pleasant Christmas and New Year period.
                                                                      IN THE WORLD. YOU ASSIST ME WITH A
                                                                      REGULAR CHARITABLE PAYMENT EVERY

                                                                                                       ’’
                                                                      THREE MONTHS, NOW THINGS LOOK
                                                                      A BIT BRIGHTER.

                                                                      WIDOW OF A FORMER LEADING HAND

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‘‘
                                                                               KEEPING IN TOUCH WITH RELATIVES. Closing down the
                                       THEY ARE WONDERFUL AT PUTTING           Home to visits from relatives required innovative ways of
                                       THE RESIDENTS’ NEEDS AT THE             making contact to be developed. Visits were recommenced,
                                       HEART BUT BALANCING FAMILY’S            initially under supervision in the spacious garden during the
                                       NEEDS: A REALLY DIFFICULT               warm weather of the summer, and then by creating a ‘visiting
                                       TIGHTROPE. THEY SHOW EMPATHY            pod’ which allowed visual contact separated by a Perspex

                                                                    ’’
                                       AND MY RELATIVE IS THRIVING NOW.        screen without threat of infection. A summer house has also
                                                                               been built, generously funded by the Medway Mission to
                                       FROM A RESIDENT’S RELATIVE
                                                                               Mariners, which will be a very useful addition.

                                                                               IMPROVEMENTS. Despite the constraints, the replacement
                                                                               of the Home’s main lift was completed successfully to
                                                                               time and cost (£93k), as well as an upgrade to the call bell
                                                                               system (£7.5k). Many other small improvement projects were
                                                                               undertaken by the maintenance team, including completely
                                                                               refurbishing the Reception area.

                                                                               OCCUPANCY has inevitably been affected by the pandemic,
                                                                               including a long period when no new residents were allowed
                                                                               to be recruited, averaging 82.5% over the year. However,
                                                                               new residents are now being welcomed into the Home, and
                                                                               occupancy has returned to pre‑pandemic levels.

                                                                          ‘‘   STAFF MAKE ME FEEL SPECIAL.
                                                                               THE BEST THING IS I CAN LAUGH
                                                                               AND JOKE WITH THE CARERS AND
                                                                               MANAGEMENT – IT IS A BIG HAPPY

                                                                                                         ’’
                                                                               FAMILY AND I WOULD DEFINITELY
                                                                               RECOMMEND IT.

                                                                               PEMBROKE HOUSE RESIDENT

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THE JOHN CORNWELL VC
NATIONAL MEMORIAL
(JCVCNM)

Our link to youthful heroism at Jutland, delivering
tranquil living for needy beneficiaries
The 6-unit almshouse complex was built in Hornchurch, Essex
following a public subscription to erect a permanent memorial
to the heroism of Boy Seaman John Cornwell VC who died
of his wounds after the Battle of Jutland. The two-bedroom
semi-detached properties (‘cottages’) remain in a good state
of repair. Outgoings are covered by the Weekly Maintenance
Charge. In addition, there is a restricted fund that allows for
any major repairs or upgrading/modernisation as required.
Despite the challenges of the COVID-19 pandemic, residents
have kept well, and occupancy remains at 100%.

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ADMIRAL JELLICOE HOUSE

RNBT’s Centenary Care Home Project – a new home
for Naval veterans in Portsmouth
Our ambitious project to deliver a brand new purpose-built
care home in Portsmouth as the centrepiece of our centenary
year is on track for practical completion in May 2022.

                  THE PROJECT SO FAR

                             2019

       Site selection         May

                                        Planning permission
                           28 August
                                        application

                             2020
       Development
     contract signed       12 March

                                        Planning permission
                          23 October
                                        granted
     Land purchase
        completed        17 November

                             2021

                           4 January    Construction phase
                                        commenced
 Staff recruitment
      commenced             August

26   RNBT Impact Report 2020/21                               RNBT Impact Report 2020/21   27
early service with those who understand and can empathise,
                                                                   thus offering a unique form of support and an unmatched
                                                                   quality of life.

                                                                   RESIDENTIAL, NURSING AND RESPITE CARE. The Home
                                                                   will of course offer residential care and nursing care, and
                                                                   will also be able to provide all-important respite care, giving
                                                                   families the opportunity to enjoy a break from their caring
                                                                   responsibilities knowing that their loved ones will be in
                                                                   good hands.

                                                                   NAVAL SUPPORT. The project has enjoyed significant
                                                                   support from the Royal Navy, specifically from the First Sea
                                                                   Lord Admiral Sir Tony Radakin, who recommended that the
                                                                   name of the new Home should be Admiral Jellicoe House
HOW THE HOME WILL LOOK                                             after our founder and first benefactor. He further supported
                                                                   the project by granting approval to use the Sea Griffin as the
                                                                   badge of the Home, taking this from the crest of a battleship
                                                                   which would have been named HMS JELLICOE. The badge
PROGRESS. We cleared the critical planning phase of
                                                                   will feature prominently in the Home, and we are already
the project on 23rd October. The rest of 2020 was spent
                                                                   factoring it in to internal design work.
preparing the site for the construction phase, which started
on 4th January 2021, at the height of the national lockdown.
Our development partners, LNT Construction Ltd, are making
good progress despite the pandemic, and the building is now
attracting a lot of attention as it emerges from the ground,
particularly from members of the public making their way to
the nearby vaccination centre at St James’ Hospital.

TURNKEY. The home will be handed over completely ready to
occupy, with all beds, furniture, bedding, crockery and cutlery,
decorations and pictures – even a mower in the garden shed –
all ready for us. We have set up the Project Team in Castaway
House under Home Manager Lisa Kail so that we can recruit
staff and commence training and induction.

DEMENTIA CARE. We have the opportunity of integrating
specialist dementia care into the new home, which has not
been possible at Pembroke House. We will therefore fill
this gap in our provision, which is all the more important as
the numbers of our people suffering from this harrowing
condition continue to grow. We feel that a Naval ‘home from
home’ will allow veterans to be able to reminisce about their

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FINANCE                                                           HOW WE RAISED THE MONEY IN 2020/21

                                                                                   23%          M   Block grants
In a challenging year for many charities, RNBT                                                  M   Donations and legacies
remained in a strong financial position with major                 53% 2020/21         5%       M   Investment income
progress made on delivering the most significant                                                M   Care Home and Almshouse income
capital project in the Trust’s recent history.                                     19%

Income
                                                                                                           2020/21          2019/20
Total income was £5.7m for the year. We are fortunate to                                                   £000             £000
have a loyal base of supporters who entrust us to spend their
                                                                  Block grants                             1,308            1,351
generous donations on helping the many beneficiaries who
turn to us for help. We are especially grateful to Greenwich      Donations and legacies                   268              626
Hospital and The Royal Navy & Royal Marines Charity               Investment income                        1,115            1,223
(RNRMC) who between them provided £1.3 million towards            Care Home and Almshouse income           3,033            2,478
helping our mutual beneficiaries.                                 Total income                             5,724            5,679
Our fundraising for Admiral Jellicoe House continued its
success with £655,000 raised in the year. The Gosling
Foundation and The Michael Uren Foundation made                   HOW WE SPENT THE MONEY IN 2020/21
substantial contributions to the project for which we are
                                                                            2%
immensely grateful.

Gifts in Wills remain an important source of income for
RNBT with over £200,000 received in 2020/21. Our free Will                         25%          M   Grants to individuals
writing service for our supporters got off to a good start last                                 M   Regular charitable payments
year. Please take a look at our website for details.
                                                                         2020/21                M   Care Home and Almshouse
Income from investments totalled £1.1 million in the year. The     54%                          M   Raising funds
Trust’s investments play an important part in our long term                           19%
sustainability. As well as contributing towards our operating
expenditure, our investment income helps fund capital projects
                                                                                                           2020/21      2019/20
and reduces our reliance on other grant-making charities.
                                                                                                           £000         £000
Income from Pembroke House and our almshouse was £2.4             Grants to individuals                    1,438        1,679
million for the year. In a very challenging year for care homes   Regular charitable payments              1,098        1,052
across the country we were very grateful for the government       Care Home and Almshouse                  3,062        2,989
support of almost £300k to pay for the additional staff and       Raising funds                            120          112
PPE costs to keep our residents and employees safe.               Total expenditure                        5,718        5,832

30   RNBT Impact Report 2020/21                                                                                     RNBT Impact Report 2020/21   31
‘‘   I WOULD LIKE TO THANK YOU
                                       VERY MUCH FOR THE HELP WITH
                                       MY HUSBAND’S CARE HOME TOP-
                                       UP FEES. HE WAS IN A CARE HOME
                                       FOR EIGHT YEARS BUT SADLY HE
                                                                          Expenditure
                                                                          Expenditure was £5.7 million in 2020/21. We pride ourselves
                                                                          on being an effective and efficient charity. For every one
                                                                          pound we spend, just nine pence is spent on overheads
                                                                          and fundraising.
                                       RECENTLY PASSED AWAY. I MISS HIM
                                                                          Total expenditure on providing financial assistance to our
                                       VERY MUCH, WE WERE MARRIED
                                                                          beneficiaries was over £2.5 million (£1.4m on individual grants
                                       FOR 65 YEARS. OUR NAVAL TIMES
                                                                          and £1.1m on Regular Charitable Payments). We spent £3.1

                                                                ’’
                                       WERE WONDERFUL AS I WAS IN         million providing high quality residential and nursing care for
                                       THE WRNS.                          our residents at Pembroke House and enabling our almshouse
                                       WIDOW AND FORMER WREN              occupants to live independently. In total we helped 2,656
                                                                          beneficiaries through our various forms of assistance.

                                                                          Admiral Jellicoe House
                                                                          Our project to build a high quality residential care home in
                                                                          Portsmouth for the Royal Naval and Royal Marine community
                                                                          got underway during the year. We spent £2.6 million on
                                                                          purchasing the land and commencing the build. The capital
                                                                          cost of the project is £10 million. We have a fundraising
                                                                          target of £2 million; so far we have raised £1.5 million. If you
                                                                          would like to help us reach our target please get in touch.

                                                                                     FOR EVERY POUND WE SPEND...

                                                                                    51p                                  9p
                                                                                Care Home and
                                                                                                     40p               Admin and
                                                                                  Almshouse                            fundraising
                                                                                                   Financial help

32   RNBT Impact Report 2020/21                                                                                          RNBT Impact Report 2020/21   33
GRANTS, LEGACIES                                                                       THE FOLLOWING EX-SERVICE ASSOCIATIONS MADE DONATIONS:
                                                                                       Association of Wrens                   HMS Cardigan Bay Association

AND DONATIONS                                                                          Bay Class Frigates Association
                                                                                       British Berlin Air
                                                                                       FAAA Kent Branch
                                                                                                                              RN Colony Cruisers
                                                                                                                              SSAFA London NW

                                                                                       DONATIONS CAME FROM THE FOLLOWING SERVICE UNITS
                                                                                       AND SERVING PERSONNEL:
The Trust receives its funding from several sources with   Grants       £1,307,924
Grants, Legacies and Donations all very important          Legacies     £218,815       HMS Collingwood                        HMS Montrose
income streams. Totals received in the twelve months
                                                           Donations    £49,541
1 April 2020 – 31 March 2021 in support of the general
work of the Trust were:                                    TOTAL        £1,576,280
                                                                                       DONATIONS CAME FROM THE FOLLOWING BRANCHES OF
                                                                                       THE ROYAL BRITISH LEGION:
WE ARE PLEASED TO ACKNOWLEDGE THE FOLLOWING                                            RBL Alford
ORGANISATIONS THAT MADE GENERAL GRANTS TO THE TRUST:
Durnford & Cawthan Memorial Trust via       Queen Mary’s Roehampton Trust              THE SUBMARINE MEMORIAL FUND HELD BY THE TRUST
 Hampshire & IOW Community                  Royal Navy & Royal Marines Charity
 Foundation                                 The Royal British Legion
                                                                                       WAS SUPPORTED BY THE FOLLOWING:
Greenwich Hospital
                                                                                       Salters’ Company                       Submariners Association
NPT Transatlantic

DONATIONS FROM FAMILY AND FRIENDS WERE RECEIVED IN MEMORY OF:                          INDIVIDUAL DONATIONS WERE RECEIVED FROM:
Ash D                 Gillies J             Ney M                Tribe                 HM The Queen         Erskine J         McKenzie S          Shepherd VL
Ayres E               Greenhorn W           Paterson Brace R     Ward                  Duke Of Edinburgh    Evans MH          McLeish LP          Shuttleworth PA &
Bowles S              Hallett C             Payne R              Waters J              Allan J              Foden V           Menzies C            AW
Bunch C               Hawes M               Pickering B          Waye W                Armour J             Fowke P & E       Micallef C          Slee D
Chesterman F          Hodgson J             Poole W              Williams W            Bartlett JR          Fraser-Watson B   Mogridge KW         Smith A
Chilton D             Hutchin L             Read J               Wilsdon               Bishop B             Gelder R          Monk C              Soper S
Clark E               King E                Robbins P            Worsley               Blanch C             Gillham J         Morrice DG          Sparrow D
Costain R             Lynch F               Smith L              95 Class, 36 Mess,    Bouskill N           Grubb M           Morris J            Stephenson I
Cousins K             Manifold D            Spickernell J         Frobisher Div, HMS   Boyd K               Harvey J          Moss M              Stevens C
Croston W             Marks C               Stevenson D           Ganges 1960/61       Brookes RB & N       Heathcote D       Murray P            Tabor G
De Gras F             McPhee N              Stonehill E                                Burn R               Hodges G          Nicholson E         Tanner D
Douglas J             Morris E              Strong T                                   Burrett Z            Houghton D        Nkrumah J           Turner D
French R              Mortimer D            Tait D                                     Cairns J             Izzard J          Osborne PJ          Vella N
                                                                                       Chancellor E         Jenkins N         Owens J             Wake C
                                                                                       Clark P              King J            Parker G&A          Webster M
WE RECEIVED LEGACIES FROM THE ESTATES OF THE FOLLOWING:                                Coleman J            Knight G          Potter R            Whelan I
                                                                                       Colwyn C             Lambert M         Pring S             White A
AD Power Will Trust   Havercroft M          Marsen P             Shearer J             Cooper T             Law D             Pye D               Wise G
Bunch C               Hookham F             Parker H             Spate G               Cornell J            Lewarne E         Ready T             Wood G
Durham W              Knowles F             Rawding F            Wosket W              Crocker GJ & TK      Magan MJC         Robinson W
Gully A               Lonsdale M            Rogers J                                   D’All                Marshall P        Ross J
                                                                                       Eden J               Mason RS          Saddington S & B

34   RNBT Impact Report 2020/21                                                                                                      RNBT Impact Report 2020/21   35
THE FOLLOWING ROYAL NAVAL AND ROYAL MARINES ASSOCIATIONS             PEMBROKE HOUSE
DONATED FUNDS:
RNA   Aberdeen                    RNA Newark
RNA   Aberystwyth                 RNA Purley                         Pembroke House has its own identity and consequently          Grants      £368,955
RNA   Aquitaine                   RNA Redcar                         attracts income in its own right. Income specific to the      Legacies    £0
RNA   Belfast                     RNA Romford & Hornchurch           Home amounted to:                                             Donations   £13,761
RNA   Bracknell                   RNA Rosyth/West Fife                                                                             TOTAL       £382,716
RNA   Chichester                  RNA Rugby
RNA   Cork and County             RNA Torpoint and RAME
RNA   Leamington                  RNA Welywyn
RNA   Lichfield                   RNA Weymouth                       THE HOME RECEIVED GRANTS FROM THE FOLLOWING:
RNA   Limavady                    RMA Oxon & Bucks
RNA   Liverpool                   RMA Southend                       Royal Navy & Royal Marines Charity          Skills For Care
                                                                     Medway Council

OTHER DONATIONS WERE RECEIVED FROM:
                                                                     DONATIONS WERE RECEIVED IN MEMORY OF:
Anonymous                         Hays Travel
Babcock                           Paypal Giving Fund                 Gray J                Thorne J
Barley Aid                        Saddlers Company
CAF                               St Ann’s Church
Charitable Giving                 The Dyers Company                  INDIVIDUAL DONATIONS WERE RECEIVED FROM THE FOLLOWING:
Charities Trust                   The Privy Purse Charitable Trust
Dunnachie’s Charitable Trust      Virgin Donations                   Benham A              Goode J               Ireland H              Pemble J & M
Freeman Brothers                                                     Dorrington PM         Grant L               Joyce A                Pescod G
                                                                     Doust S               Hedger E & D          Lewis S                Quested P
                                                                     Friday L & R          Hudson P              Looker A & L           Tinsley R

                                                                     THE FOLLOWING ROYAL NAVAL ASSOCIATIONS DONATED FUNDS:
                                                                     RNA Aberdeen          RNA Maidstone

                                                                     OTHER DONATIONS WERE RECEIVED FROM:
                                                                     Medway Mission to Mariners

36   RNBT Impact Report 2020/21                                                                                          RNBT Impact Report 2020/21       37
WHO’S WHO IN THE
                                                                            ROYAL NAVAL
                                                                            BENEVOLENT TRUST
                                                                            31 July 2021

                                                                            Patron                                        Chief Executive
                                                                            His Royal Highness The Prince of Wales        Commander R G Bosshardt Chartered FCIPD
                                                                            KG KT GCB OM                                  Royal Navy

                                                                            Vice Patrons                                  Finance Director
                                                                            Mr N Jellicoe                                 Mr R Jesson FCCA
                                                                            Mr K Lambert BEM
                                                                                                                          Director of Care
                                                                            Mr J W S Thompson MBE BEM
                                                                                                                          Ms C Brown, RGN RM MBA MSc
                                                                            President                                     Registered Office
                                                                            Vice Admiral Sir Charles Montgomery KBE       Castaway House,
                                                                                                                          311 Twyford Avenue,
                                                                            Vice President
CENTENARY CARE HOME PROJECT                                                 Mr I Ranscombe
                                                                                                                          Portsmouth PO2 8RN
                                                                                                                          Registered Charity Number 206243
                                                                            Chairman                                      Auditors
Income specific to the Centenary Care Home Project   Grants      £500,000   Captain N Fletcher Royal Navy                 Sayer Vincent LLP
amounted to:                                         Legacies    £0                                                       Invicta House, 108–114 Golden Lane,
                                                     Donations   £154,851   Admiralty Governor
                                                                                                                          London EC1Y 0TL
                                                     TOTAL       £654,851   Commodore R Best OBE FCMI Royal Navy
                                                                                                                          Investment Managers
                                                                            Trustees                                      CCLA Investment Management Limited
GRANTS FOR ADMIRAL JELLICOE HOUSE:                                          L(Std) S Alexander                            Senator House,
                                                                            Chief Petty Officer (Wtr) T Bale              85 Queen Victoria Street,
The Gosling Foundation                                                      Chief Petty Officer (RNW) K Bell Royal Navy   London EC4V 4ET
                                                                            Mr B Daubeney                                 Newton Investment Management Limited
                                                                            Ms C Dunkley
THE FOLLOWING ROYAL NAVY ASSOCIATIONS DONATED FUNDS:                                                                      BNY Mellon Centre,
                                                                            Lieutenant Commander T Forer Royal Navy       160 Queen Victoria Street,
RNA Waterlooville                                                           Mr N Gartside CFA                             London EC4V 4LA
                                                                            Mr G Hounslea
                                                                                                                          Bankers
                                                                            Mr A Krzysica
OTHER DONATIONS WERE RECEIVED FROM:                                                                                       Barclays Bank PLC
                                                                            Chief Petty Officer (Wtr) J Potts
                                                                                                                          PO Box 6, Portsmouth PO6 3DH
                                                                            Mr I Ranscombe
Love2Shop
Michael Uren Foundation                                                     Mrs P Shaw OBE                                Solicitors
RAF Benevolent Fund                                                         Warrant Officer (Class 1) S Tripp             Blake Morgan
Virgin Donations – Project Fundraising Page                                 Royal Marines                                 New Kings Court, Tollgate, Chandler’s Ford,
                                                                            Commander H Wright Royal Navy                 Eastleigh, SO53 3LG

38   RNBT Impact Report 2020/21                                                                                                  RNBT Impact Report 2020/21        39
Head Office                                             Pembroke House
Chief Executive,                                        Home Manager,
The Royal Naval Benevolent Trust,                       Pembroke House, 11 Oxford Road,
Castaway House,                                         Gillingham ME7 4BS
311 Twyford Avenue,                                     Tel: 01634 852431
Portsmouth PO2 8RN                                      Email: enquiries@pembrokehouse-rnbt.org.uk
Administration: 02392 690112
Welfare: 02392 660296
Email: rnbt@rnbt.org.uk                                 www.rnbt.org.uk

Registered Charity Number 206243

Selected military images ©Crown Copyright/MOD, from www.defenceimagery.mod.uk
Reproduced with the permission of the Controller of Her Majesty’s Stationery Office
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