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MoneyActionNet Awards 2010 entry form

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MoneyActionNet Awards 2010 entry form

1. What the Awards are for

The MoneyActionNet Awards 2010 are for projects that have proved successful in

helping social housing tenants to improve their money management.

This work can include:

        

Developing tenants’ financial literacy and financial capability

Developing tenants’ capacity to earn money

Supporting tenants towards home ownership

Facilitating access to financial services

Encouraging savings and investment

Setting up access to bank accounts

Maximising tenants’ access to benefits and tax credits

Helping tenants with debt

Awards are invited from:

         

Housing associations

         

Local authority landlords

ALMOs

Supported housing providers

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2. Rules and procedures

1. Entries must be completed using this entry form and submitted electronically here.

2. Receipt of all entries submitted online will be automatically acknowledged.

3. Entrants may be asked to provide further information.

4. The judges' decision is final. Awards will be made at the judges' discretion and no

correspondence will be entered into concerning any decision. Not all the awards

advertised may be awarded if the judges consider the criteria have not been met.

Additional commendations may be made at the judges' discretion.

5. The content of any entry may be used for informing other practitioners and also for

publicity purposes unless the entrant withholds their consent to this in writing.

6. Entrants are deemed to have accepted these rules and procedures and to have agreed to

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3. Your entry

Your contact details

Full name Phil Moore

Organisation The Places for People Group

Telephone number 07803 211838

Email address [email protected]

Address The Old County Courthouse, Bank Street, Sheffield

Postcode S1 2DS

Website www.placesforpeople.co.uk

Project name

Making Home Ownership Affordable

Project summary (max. 100 words)

Please describe this project in a few sentences – what it does, who it’s for, and what it achieves

Many Places for People customers aspire to own their own homes, the homes they currently live in. PfP supports this for a

number of reasons, including neighbourhood sustainability, but primarily to allow residents to fulfil their aspirations. We

piloted the Governments Social Homebuy initiative with some success, but wanted to improve the affordability of access to

ownership. We therefore developed and launched our own ‘Renting to Owning’ product based on equity loan – customers can

buy their home (owning outright) paying out only 60% or 70% of market value. This project achieves the home ownership

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1. What is the project seeking to achieve? What are its objectives?

The project seeks to achieve

 The financial and home ownership aspirations of customers, enhancing

financial inclusion

 The development of more sustainable and stable communities, with

customers in employment able to remain in their home and neighbourhood

while becoming home owners

 A financial model that is acceptable to the RSL, without grant aid: a model

that maximises the customers ability to purchase but which is financially

neutral for the organisation.

2. What does the project do? What are the activities?

The Social Homebuy (SHB) pilot was rolled out in 2006 and offered 4000 PfP customers in 14

areas the chance to buy their home with a discount of between £9000 and £16,000

depending on region.

Following feedback, PfP developed its own product ‘Renting to Owning’ (RtO) to make home

ownership more attractive and affordable. This is based on equity loan. Customers of over 5

years standing in pilot areas are offered the chance to buy the home they live in. They pay

out (obtain a mortgage for) 60% of market value (70% for customers between 5 and 7 years

standing). PfP provides the remaining value with an equity loan which is rent/interest

payment free. The only condition is that, when they sell, customers repay the same

percentage of the market value at first sale. So a customer can buy a £100,000 home with a

mortgage of £60,000 and not have any other monthly payments on the purchase. This

makes ownership much more affordable to a wider range of customers – for example,

earning £20,000 to £25,000.

RtO gives 100% ownership to the customer – it is not shared ownership. Shared ownership

in this market has proved to be unpopular – SHB allowed for shared ownership purchases

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Phase 1 of our RtO scheme was rolled out in 2009 to 8500 customers in 25 areas nationally.

3. What is your personal role in the project?

I led on developing and submitting the SHB pilot, working with our Property Sales section.

PfP were one of 4 pilot RSL’s who helped develop the approach with the Housing

Corporation, and we then helped with guidance and publicity to roll this out nationally to

other organisations.

I then produced the Submission for Renting to Owning, following the PfP Finance

Department’s work on developing the financial model. The Submission was approved as a

voluntary sales scheme by the TSA and Housing Corporation.

I have been the lead Senior Manager within PfP for the project management of both SHB

and RTO, the development and implementation of strategy and policy.

4. What has been the impact of the project? Has it been evaluated?

Our SHB scheme achieved 32 sales across the country. Customer interest was high – over

10% expressed interest, 5% put in applications, just under 1% purchased. While this ratio

was very high compared to other organisations SHB sales, it was low enough to drive PfP to

develop and launch a revised product. National evaluation showed such an approach to be a

niche product, but a valuable one for suitable customers.

RtO has produced 9 sales so far with a further 30 live applications progressing.

5. What are your reflections on the project? What were the major challenges and how were these overcome?

The aim of both SHB and RtO, to allow customers to buy their own homes in an affordable

way, is one we are committed to. It combines financial inclusion with neighbourhood

sustainability. But it is a challenging prospect given the uncertainties of the housing and jobs

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We have attempted to overcome these challenges by developing and piloting appropriate

and (with RtO) customised products, testing the market in a variety of areas, accepting it is a

steady, gradual process. This is especially the case for a product based on a relatively

unknown concept (in this market) such as equity loan.

6.

What are the plans for the project in the future?

A second phase of RtO is now being launched, following approval by the HCA and TSA. We are offering this to a further 6800 customers in a wide variety of areas nationally. This will include 3 larger areas – Hampshire, Lancaster/Fylde, and Midlands, so that all customers whether on estates or in scattered properties have the chance to buy. This will further test the market and inform our future strategy.

It is possible that this product will at some time be offered to all PfP customers.

4. Submitting your entry

Please return this entry form by 5pm, Friday 8 October 2010 by uploading it on this page.

On this page you can also add photos, videos or other media which are relevant to your

entry. Please note that each file must be less than 500kb in size. You can change the file size

with image processing software or by converting to ZIP format (In Windows, right-click then

select 'Send To...' -> 'Compressed (zipped) Folder').

If you have problems sending us your entry then please email [email protected]

References

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