• Step Out Stockport: We advised on the transfer of Older People’s Day Services from Stockport Metropolitan Borough Council to a newly formed company limited by guarantee, Step Out Stockport Limited. The new company will provide day care services at two day care centres in Stockport.

    We advised on the various legal and governance options for the new entity and subsequently drafted the constitution and registered the company. We also provided support on complex workforce issues, property arrangements of the day care centres, advice on implications of transition to personal budgets for adult social care in the Borough and optimum strategy for recovery of VAT.

  • People2People Community Interest Company – Cabinet Office Mutual Support Programme: People2People was established as a Community Interest Company as part of the Department of Health’s Social Work Practice pilot scheme and is one of six pilots across England.

    We advised People2People through the Cabinet Office Mutual Support Programme on the development of a business plan for the delivery of adult social care services and a suitable legal structure and governance model to enable them to continue delivering the service once the pilot comes to an end.

    This included advising on an employee owned CIC structure with significant stakeholder engagement in the governance arrangements. This involved extending the model to include a wider public service provision. We also provided extensive advice on employment and pensions issues together with the provision of a 5 year business plan and financial forecasting modelling tool.

  • ML Community Enterprise Limited: We advised an employee team through the process of establishing a social enterprise in order to spin out youth and community services which were being provided via the local authority. The employees run a youth centre and provide community support to young people in the London Borough of Lambeth.

    We advised the employee team on an options appraisal for the mutual vehicle and subsequently incorporated their chosen model. We also provide extensive advice in relation to TUPE and pension issues and advised in relation to their Grant Funding Agreement. We also advised on and negotiated the Lease of the Youth Centre.

  • Sensing Change: Provides statutory adult social care services (social work rehabilitation and support) to adults with sight and/or hearing loss in Suffolk. The team provides £1.8million worth of services in the local area. Staff within Sensing Change previously worked for Suffolk County Council’s Sensory Team but began to spin-out when they successfully became one of the Department of Health’s Social Work Practice Pilots.

    Our team worked closely with Sensing Change to evaluate progress and to assess business viability to be proposed to the divestment team at Suffolk County Council, for full mutualisation. We assisted (supported by funding from the Cabinet Office Mutual Support Programme) with a thorough review of its organisation and provided a detailed review of its future.

  • South London and Maudsley NHS Foundation Trust: We have worked with South London and Maudsley NHS Foundation Trust to establish a number of wholly owned subsidiaries.

  • The Maudsley Learning Centre Community Interest Company: We advised on the formation of a new community interest company to support and provide accessible learning in mental health and wellbeing and which works alongside the Maudsley Charity. We are providing ongoing advice in relation to their lease of a new Learning Centre and intellectual property arrangements. We have drafted and negotiated a range of contracts and agreements for use by the community interest company, including catering and cleaning contracts and a venue hire agreement.

  • Maudsley International CIC: We established a new community interest company which provides advice and support for the mental health and wellbeing of service users in a wide range of countries, including the provision of teaching, training and consultancy services. We also ran a bespoke training session for the company directors on their roles and responsibilities under the constitution and the Companies Act.

  • Bethlem Gallery Projects Limited: The Bethlem Gallery was established in 1997 to provide a professional platform for artists who are current or former patients of South London and Maudsley NHS Foundation Trust. Exhibitions and events are programmed throughout the year presenting a wide range of media and contemporary practice. We assisted the team to establish a company limited by guarantee with charitable status to run the Bethlem Gallery as a subsidiary of the Maudsley Charity.

  • East Lancashire: We advised on an options appraisal for choice of a legal vehicle and governance for a “Right to Request” spin-out of a group of GP practices, the subsequent selection and formation of the social enterprise vehicle, and steps in preparation for launch of the spin-out, including an application for a Pensions Direction Order.

  • John Taylor Hospice: We acted for an NHS Right to Request client. The client’s Right to Request application was to provide Specialist Palliative Care Services with the mission of being a leading specialist providing end-of-life services for people in their locality. The services provided include inpatient and respite care and are provided by a multi-disciplinary team including allied health professionals, occupational therapists and pharmacists.

    The client sought to move those services outside the NHS and run them as a social enterprise in the form of a Community Interest Company (CIC) limited by guarantee. A CIC was chosen as it ensures the service remains community and service-user focused whilst providing the opportunity to engage and involve colleagues and the public in shaping the organisation.

  • Independent Midwives UK Ltd: We were engaged to advise on options for establishing a new social enterprise entity through which independent midwives can contract with NHS commissioners and individuals to provide personalised midwifery services.

    We undertook research and provided advice on the legislative and regulatory framework to ensure that the proposal to set up a corporate entity to provide midwifery services was compatible with applicable legislation. We also advised on options for the corporate format and assisted the client to determine the most appropriate vehicle, ultimately recommending a “benefit of the community” Industrial and Provident Society.

    We drafted the constitution (Rules) for the IPS. We devised a membership structure which met the inclusive requirements of the Society. We prepared governance arrangements and drafted two agreements. One to be utilised by the Society when contracting with PCTs for the provision of midwifery services. The other is to be utilised by the Society when contracting with individual midwives to facilitate the performance of its contractual obligations with relevant PCTs.

    We also assisted the Society and its business advisors in preparing an outline business case and application to the Social Enterprise Investment Fund.

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Jenny Chatten

JENNY CHATTEN

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