Charity Accounts Intelreading the accounts so you don’t have to

SHARED LIVES SOUTH WEST

Registered charity 1104699 · accounts filings on the Charity Commission register · also known as SOUTH WEST ADULT PLACEMENT SCHEME, SWAPS

Shared Lives South West is a registered charity delivering Shared Lives services across Devon and Cornwall. Shared Lives South West is registered with the Care Quality Commission (CQC) as a Shared Lives scheme. We offer accommodation with care and support in the family homes of our approved Shared Lives carers.

Causes: Disability · Accommodation/housing · website · Get email alerts

Latest income
£8.6m
Latest spending
£8.5m
Registered
2004
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity made a surplus of £83,803 for the year ended 31 March 2025. The trustees report that unrestricted general reserves of £637,256 were held, which is below the stated policy target of £652,000. The charity operates a defined contribution pension scheme and has no disclosed trading subsidiaries.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £60,000 or greater — below the median for charities its size (£70k)
“1 employee earned emoluments, excluding pension contributions but including benefits in kind, equal to or greater than £60,000 per annum (2024: 1).” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
“1 employee earned emoluments, excluding pension contributions but including benefits in kind, equal to or greater than £60,000 per annum (2024: 1).” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Largest income source: Care & Support (75% of income)
“Care & Support Expenditure* Total 74.86% Expenditure £8,541,628”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £637k; policy: no less than £652,000)
“As the balance achieved at 31 March 2025 was only £637,256, the board of trustees have agreed that there should be no designated reserves at this point in time.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PKF Francis Clark. Discloses 6 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

Corporate structure

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

CQC provider record: Shared Lives South West — Registered, 2 registered locations, 1 regulated activity, last inspected 10/01/2019.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income
£8.6m
Total spending
£8.5m
Reserves (reported)
£637k
Employees
41

Reported reserves equal ~0.9 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£8.6m£8.5m
31/03/2024£7.7m£7.7m
31/03/2023£6.9m£7.0m
31/03/2022£6.3m£6.4m
31/03/2021£7.0m£7.0m

Common questions

Is SHARED LIVES SOUTH WEST financially healthy?

Per its FY2025 accounts: The accounts state that the charity made a surplus of £83,803 for the year ended 31 March 2025. The trustees report that unrestricted general reserves of £637,256 were held, which is below the stated policy target of £652,000. The charity operates a defined contribution pension scheme and has no disclosed trading subsidiaries. Its FY2025 accounts were audited by PKF Francis Clark.

What does the highest-paid employee of SHARED LIVES SOUTH WEST earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,000 or greater band, and 1 employees earned over £60,000.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund02/09/2010£10kAll You Need To Know About The Shared Lives Experience' DVD

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
ASSOCIATION OF NHS CHARITIES1£675k
MOONDANCE FOUNDATION1£524k
THE FIDELITY UK FOUNDATION1£276k
THE RAYNE FOUNDATION1£240k
THE MERCERS CHARITABLE FOUNDATION1£92k
THE HEALTH FOUNDATION1£87k
THE SEGELMAN TRUST1£80k
THE HEADLEY TRUST1£70k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHARED LIVES PLUS LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SHARED LIVES SOUTH WEST£8.6m£60,000 or greater1below—no doubt
SHARED LIVES PLUS LIMITED FY2025£1.5m——above—no doubt
SOUTH WESTERN AMBULANCE SERVICE FOUNDATION TRUST FUND FY2025£391k—0no_policy—no doubt
NETBALL SOUTH WEST FY2026£103k—0above—no doubt
CORNWALL CARE LIMITED FY2025£34.6m—0unclear—not going concern
THE LIVEWELL FOUNDATION FY2025£147k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.