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SHARED LIVES SOUTH WEST

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

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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. Per the trustees' report, unrestricted general reserves were £637,256, which is below the stated policy target of £652,000. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — 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” — 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” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy
“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.

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).

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 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?

The accounts state that the charity made a surplus of £83,803 for the year ended 31 March 2025. Per the trustees' report, unrestricted general reserves were £637,256, which is below the stated policy target of £652,000. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. 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 £60,001 - £70,000 band, and 1 employees earned over £60,000.