Social Impact Report 2019

“Without SIS, we would not have finished building 12 homes
for the elderly and have people now living in them.”

Glenurquhart Care Project

Social Investment Scotland (SIS) invests in charities and social enterprises that make a real difference to people’s lives, society or the environment. We have invested over £71 million in more than 350 organisations across all of Scotland and supported over 3,000 social entrepreneurs in sustainably growing their social impact.

To find out more about our customers’ social impact, and the positive effect our investment is having on communities throughout Scotland, we carry out an annual survey. This report presents the most recent findings using Big Society Capital’s nine outcome areas.

At SIS, we believe all enterprising organisations can have a positive impact on people, place and planet. As part of our commitment to drive positive social change, we have recently appointed a Head of Impact tasked with strengthening the way SIS (and others) deliver, measure, monitor and report their social impact in the years to come.

Loans by Volume and Outcome Area

Loans by volume pie chart

Total volume: 43 organisations

Loans by Value and Outcome Area

Loans by value pie chart

Total value: £5.4m

Arts, Heritage,
Sports & Faith

The Outcome: People find enjoyment, self-expression and affiliation through informed participation and engagement in the arts, sports and faith resulting in a thriving cultural landscape.

of SIS customers chose Arts, Heritage, Sports & Faith as their primary outcome area (a total of 27 customers).

Our Investment

Total approved for 8 organisations

£1,073,500

Total drawn down by 10 organisations

£1,418,500

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

93%

want individuals to find meaning and fulfilment from engaging with arts, heritage, sport and faith.

74%

ensure high quality affordable, accessible and inclusive cultural services are available to all.

The MacDougall of Dunollie Trust was established to conserve, develop and share the cultural and natural heritage of the Clan MacDougall’s ancestral home at Dunollie with the local, national and international community. Dunollie Museum, Castle and Grounds has since become one of Oban’s main attractions celebrating Scottish culture and heritage as well as the history of the Clan MacDougall. The Trust continues to advance heritage education and conservation by facilitating...

Read more

Citizenship
& Community

The Outcome: People live in confidence and safety, free from crime and disorder. All act as responsible and active citizens and feel part of a community which is stronger, active and more engaged.

of SIS customers chose Citizenship & Community as their primary outcome area (a total of 26 customers).

Our Investment

Total approved for 15 organisations

£1,608,091

Total drawn down by 11 organisations

£741,186

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

62%

ensure individuals have a positive perception of their local community and area.

85%

seek strong public participation in citizenship and communities, and good social cohesion.

South Ayrshire Community Transport (SACT) is a charity offering accessible community transport that aims to combat social isolation in all its forms. Their fleet of now 10 vehicles is often the key link between marginalised demographic groups and the amenities and facilities they need. Working in close cooperation with local agencies, community groups, individuals and third-sector organisations, SACT’s service has allowed many local groups to access activities in which they...

Read more

Conservation of the Natural Environment

The Outcome: People have an appreciation of the natural environment and play their part in protecting it, including reducing their carbon footprint for the benefit of people, plants, animals and habitat, today and in the future.

of SIS customers chose Conservation of the Natural Environment as their primary outcome area (a total of 4 customers).

Our Investment

Total approved for 1 organisation

£15,000

Total drawn down by 2 organisations

£35,000

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

50%

want to help individuals access and enjoy the natural environment and heritage.

50%

seek to ensure sustainable energy.

UNESCO defines a Geopark as a territory encompassing sites of scientific importance, “not only for geological reasons but also by virtue of its archaeological, ecological or cultural value”. Lochaber, one of four Geoparks in Scotland, covers more than 4,500 square kilometres and is home to famous Highland landmarks such as Ben Nevis and Glen Coe as well as beautiful coastal scenery and the magical Small Isles in the Sea of...

Read more

Employment,
Training & Education

The Outcome: Individuals are in suitable employment, education, training or caring work and relevant opportunities are available to all.

of SIS customers chose Employment, Training & Education as their primary outcome area (a total of 41 customers).

Our Investment

Total approved for 7 organisations

£1,700,000

Total drawn down by 8 organisations

£440,000

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

66%

want to help individuals find ways to address barriers to employment, education or training (including childcare, disability and benefits issues).

80%

encourage high quality employment, training and education within a healthy local economy.

Community Focus Scotland (CFS), previously Forth Valley Community Focus, is a social enterprise based in Falkirk that seeks to reduce poverty and unemployment through various types of industry training, addiction support and a free food larder. After a long career in training, its founder and CEO Annette Tonner saw the need and opportunity for developing and implementing a holistic and people-centred approach when it comes to tackling these issues. Participating...

Read more

Family, Friends
& Relationships

The Outcome: People have a positive social network that provides love, belonging and emotional practical support in a society that supports and encourages families and good personal relationships with a sense of belonging.

of SIS customers chose Family, Friends & Relationships as their primary outcome area (a total of 5 customers).

Our Investment

No loans were approved or drawn down for this outcome area in the 2018/19 financial year. Our portfolio as at 31/03/2019 is worth £689,703 to support 6 organisations.

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

60%

ensure family, friends, and carers of those with specific needs are supported.

40%

want to build a resilient society with meaningful connections.

Corbenic, an independent charity in rural Perthshire, provides a holistic residential environment where individuals live and work with others in healthy social relationships, based on mutual care and respect. It has been a home for people with social, emotional, intellectual and learning disabilities since 1978 and is designed to support residents to live independently while having access to a range of care and support in a community environment. As part...

Read more

Housing &
Local Facilities

The Outcome: Individuals have a suitable, secure place to live, affordable utilities and access to local facilities and transport, with investment and availability of different forms of tenure now and in the future.

of SIS customers chose Housing & Local Facilities as their primary outcome area (a total of 9 customers).

Our Investment

Total approved for 3 organisations

£1,085,000

Total drawn down by 2 organisations

£259,218

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

33%

work towards individuals having access to local shops, transport, facilities and recreation.

67%

aim to provide adequate, affordable accommodation.

In many rural areas in Scotland, elderly residents have to leave their communities and familiar surroundings to access the care and housing they need. The Glenurquhart Care Project (GCP) was established to address this problem and allow elderly and vulnerable people in the area to enjoy an enhanced quality of life while remaining in their local community. In 2000, they opened the Glenurquhart Care Centre, which has become the local...

Read more

Income &
Financial Inclusion

The Outcome: People have sufficient income to meet their essential needs and access to suitable financial products and services. Everyone reaches an optimum level of income for health and wellbeing, and income differentials support social cohesion.

of SIS customers chose Income & Financial Inclusion as their primary outcome area (a total of 7 customers).

Our Investment

Total approved for 3 organisations

£1,562,500

Total drawn down by 5 organisations

£2,272,000

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

29%

aim to help individuals manage their finances well.

43%

want ethical, responsible and suitable financial services and products to be available to all.

Low incomes and bad or non-existent credit histories lead the poorest members of our society to turn to high-cost lenders when they find themselves in financial need. As a result, borrowing money is most expensive for those who can least afford it. Conduit is a not-for-profit community lender on a mission to provide a fair alternative to high cost ‘payday loan’ providers and doorstep lenders. Their affordable and flexible loans...

Read more

Mental Health
& Wellbeing

The Outcome: Those who experience mental illness recover where possible and lead a positive and fulfilling life, even if symptoms remain. Good mental wellbeing and life satisfaction across the population.

of SIS customers chose Mental Health & Wellbeing as their primary outcome area (a total of 12 customers).

Our Investment

Total approved for 3 organisations

£148,221

Total drawn down by 3 organisations

£148,221
The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

50%

want individuals to have confidence, emotional balance and resilience in the face of difficulties.

33%

aim for public and corporate policy and expenditure that supports good mental health and wellbeing.

Established in 1998, Friends of the Award in Edinburgh & the Lothians (FOTA) aims to make the Duke of Edinburgh’s Award (DofE) and other youth awards accessible to all. To extend the reach of the DofE Award to more disadvantaged young people, FOTA is currently working with NHS Lothian’s Child and Adolescent Mental Health Service and a variety of local youth projects, allowing people out with mainstream schooling to complete their Award....

Read more

Physical Health

The Outcome: Individuals look after their health. They recover quickly, or if recovery is not possible, health and quality of life are maximised. Good general physical health across the population.

of SIS customers chose Physical Health as their primary outcome area (a total of 19 customers).

Our Investment

Total approved for 4 organisations

£231,100

Total drawn down by 2 organisations

£69,066

Not all loans approved during the year will draw down in that same period

The Difference It Makes

What customers who selected this as their primary outcome area are trying to achieve:

89%

want to help individuals look after their physical health, maintain a healthy lifestyle and keep safe.

42%

work towards strong public awareness and participation in matters relating to physical health and an advanced sectoral understanding of what makes for good health.

Volunteers from several youth and junior football teams joined forces in 2008 to form Broxburn United Sports Club (BUSC). Their aim is to bring people together in their local communities of Broxburn, Uphall and the surrounding areas whilst promoting health, education and other benefits of community sports. BUSC’s state-of-the-art facility at Albyn Park now provides a safe and social sporting environment for people of all ages to develop skills, maximise...

Read more