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MC AR 2009 FINAL:Layout 1 27/07/2009 16:23 Page 2
Respect is more than just good manners; respect is listening

to others’ point of view, even when it clashes with your
own views. Respect should be given if we expect to receive it.
SERVICE USER
Contents page
Introduction 3
A starting point 5
Respecting others’ beliefs 6
Everyone has rights 8
What is Mersey Care NHS Trust? 11
Service development 12
Equality, diversity and human rights 19
Complaints 23
Making experiences count 24
Finance Director’s report 29
The Trust Board 33
Senior Manager’s remuneration report 35
Performance information 38
Independent Auditor’s report 46
Summary financial statements 47
Acknowledgements and references 51
People, art and values

Art and culture were the main theme of our previous annual
report and continued to play a major role in the work of Mersey
Care during 2008-2009.
A legacy of our major involvement in Liverpool’s European
Capital of Culture year was its contribution to people’s mental
health and well-being in numerous and innovative ways.
For this annual report we have created poignant images of our
own service users, carers and staff in the style of street graffiti
art - some of whom tell their own stories in this annual report -
as the central characters for this stencil graffiti artwork.
All of the original photography was shot on location in and
around Liverpool across the community we serve. No buildings
were damaged – this contemporary medium has been digitally
enhanced.
Oscar Wilde said that: “Life imitates art far more than art
imitates life.” We hope the messages conveyed through these
pictures speak volumes about life for many of those who use
our services and the values of Mersey Care.
page 2
Beatrice
Fraenkel
Alan
Introduction Yates
We are proud to welcome A simpler way of keeping human rights in

focus is through the FREDA principles.
you to our annual report for FREDA stands for:
2008-2009, a year not only
marked by continuing
improvements and
innovation across our
services, but also one worthy
of celebration, significant
birthdays and fond farewells. These are the foundation stones on which
These passages of time have each the Human Rights Act and Mersey Care’s
chronicled who we are as an organisation approach to healthcare are built. We hope
in their own unique way. For instance, two that some of the stories, examples and
very special 60th anniversaries took place thought-provoking images in this report
in 2008 – one was the creation of the give you more insight into how we are
NHS, the other the Universal Declaration striving to improve quality of care and the
of Human Rights. experience of those who come into
contact with our services, which it is worth
When Mersey Care was established back in mentioning were officially rated as
2001 a fundamental starting point was its ‘excellent’ for quality and ‘good’ for use of
commitment to the rights of service users resources by the Healthcare Commission.
to be involved in decisions that affect their
lives – everything that we do, in fact. Liverpool and the city-region had a great
Capital of Culture year and we are pleased
This human rights-based approach led to that Mersey Care played a leading role
Mersey Care becoming a pilot Trust for from the local health economy, enriching
human rights and during 2008-2009 there the lives and well-being of people who use
has been notable national recognition for our services.
its work in this area.
A special word of thanks goes to Stephen
But why has Mersey Care set out to be a Hawkins who finished his second and
human rights-based organisation? Human final term of office as chairman in
rights are by definition the basic November 2008. He deserves much
entitlements someone can expect in a credit for enabling us to be where we are
civilised society, but it is important to now and able to look forward to the
understand these are no high-minded exciting challenges of the future with
principles with little bearing on the health hope and confidence.
and social care sector – far from it…
Beatrice Fraenkel,
Chairman
Alan Yates,
Chief Executive
page 3
Gary Hibbert
page 4
Mental health patients are treated with the dignity of human

beings, not the stigma of how people were treated in days gone by.
SERVICE USER
A starting point…
The World Health staff experiences
reflecting the core
Organization says that people human rights values
with mental health problems of fairness, respect,
equality, dignity and
are exposed to a wide range autonomy – the
of human rights violations. FREDA principles.”
Its Mental Health and Human Rights Project Mersey Care is one of
concludes the consequences of such five NHS trusts
discrimination and stigma can “impact on a working with the
person’s ability to gain access to Department of Health
appropriate care, to integrate into society, and British Institute of
and to recover from illness.” Human Rights on the
Human Rights in Healthcare project.
Here in the UK, human rights in public The learning from this project has been
services is often seen as an issue for the incorporated in the latest edition of
legal department, according to a report by Human Rights in Healthcare – A
the Department of Health (October 2008). framework for local action, which aims
But not so in Mersey Care… to show how a human rights-based
The Human Rights in Healthcare report approach can be of practical value to
makes the point that everyone in the UK organisations and individuals.
comes into contact with the NHS at some This role has enabled the Trust to learn
point in their lives, usually when they are at more about human rights and how they
their most vulnerable. Therefore it is can be applied in healthcare. It has piloted
essential that human rights are taken into new approaches to the way the NHS works
account when delivering services to ensure with people with learning disabilities – one
quality care. of the groups that are most at risk of
Director, service users and carers Lindsey having their human rights infringed.
Dyer explained: “Put simply, a lack of Mersey Care gave evidence to Parliament’s
understanding and respect for people’s Joint Committee on Human Rights stating:
human rights is bad for their health. “We have taken the view that service users
“That’s why Mersey Care decided a long and carers across the whole of the Trust,
time ago to put human rights at the heart including people with learning disabilities,
of the way it provides its services. The have the right to be involved in decisions
starting point was to involve the people that affect them.” In its report A Life Like
who use our services in everything we do. Any Other? Human Rights of Adults with
Learning Disabilities (2008), the Joint
“This was to ensure the way our services Committee responded: “This is the kind of
are designed and delivered will be better institutional respect for human rights which
for everyone, with service user, carer and we have been calling for.”
page 5
Mersey Care has given me back my self-respect and confidence to

take part in service user evaluations of progressive developments like
the Everton In The Community football project which we see as able
to benefit so many participants.
SERVICE USER
Respecting others’ beliefs
Religious expression within mental health

services does not historically have a good
track record. It could be seen as a
stereotypical symptom of someone’s
illness, disregarded as unimportant to the
individual’s treatment and welfare, or only
recognising mainstream religions.
Taking a rights-based approach has
encouraged Mersey Care to identify the
spiritual needs of service users, carers and
staff. Mersey Care recognises individual’s “Research has shown that people who
religious beliefs are a fundamental human engage with faith communities are less
right, included in the Human Rights Act. likely to enter specialist secondary health
care and that those who do make a
Service users and carers – who are involved faster recovery.”
in all aspects of how the Trust provides its
wide range of services – specifically asked Mersey Care has developed a network of
for their faith needs and spirituality to be eight ‘sacred spaces’ at in-patient units
taken into account in our care and across the Trust – these are quiet places
treatment of them. where people of all faiths are welcome
to reflect or pray. During 2008-2009
The Trust established a multi-faith spiritual sacred spaces opened at the Broadoak
care team whose role has helped support a Unit and the Psychiatric Intensive Care
holistic approach to caring for everyone Unit, Liverpool.
who comes into contact with our services.
In June 2008 the chair of NHS North West
Head of Mersey Care’s inter-faith and Sir David Henshaw officially opened
spiritual care team Rev David Glasson Ashworth Hospital’s labyrinth. Thought to
explained: “There is still stigma associated be the largest labyrinth in the grounds of
with people who express religious beliefs any UK hospital, it provides an opportunity
and we can suggest different ways to for patients and staff to walk and reflect
think about spirituality. Our focus can along a peaceful pathway.
also redress negative or unhelpful
religious practice that has contributed New projects in the pipeline include two
to people’s distress. more sacred spaces for in-patient units in
Liverpool and Aintree; and a pilot group
“The consideration of one’s spirituality for service users called The Whole of
touches on big questions such as ‘does my You led by one of the spiritual care team,
life have meaning, and who am I?’ which Sister Catherine Moon, to share
can impact on our well-being and should experiences and reflect on issues of
not be undervalued. spirituality and well-being.
page 6
Lee Kane
page 7
Everyone has rights

One man whose job it is to raise awareness Mersey Care’s Equality and Human Rights
and interpret human rights as they apply Lead Meryl Cuzak has worked across all
by law is Mersey Care’s Mental Health services to bring about a greater
Legislation Practitioner Jim Wiseman. understanding of the issues involved.
Jim is knowledgeable about the whole raft She said: “Our aim is to bring the human
of legislation and professional guidance rights values of fairness, respect, equality,
which assists organisations like Mersey dignity and autonomy into everyday
Care interpret how it should act lawfully. understanding and for it to be at the heart
But while the rule of law is important, Jim of everything we do.
explains the wider, sometimes grey areas,
“That means whenever staff make
of life and liberty have to be put into real-
decisions about people they should
life context relevant to our wide range of
always think about that person’s human
services and the people who use them.
rights, whether that’s access to family
He said: “Human rights apply to everyone, visits, restricting liberty through measures
irrespective of whether someone is such as seclusion, assessing risk or any of
detained under the Mental Health Act, the many other tough decisions we have
or whether they are subject to the to make.
Mental Capacity Act or Deprivation of
“Not all human rights are absolute, but we
Liberty Safeguards.
must ensure we consider one person’s
“What that means in practical terms is we rights set against another’s. For instance,
have a duty to maximise and support someone with a learning disability we care
people’s human rights, but we cannot for might be spending their money in a
impose them nor can we discriminate way that can be seen as unwise – some
against anyone. people might say we should take the
money off them, but isn’t that
“Likewise, someone detained under the
discrimination by treating that person
Mental Health Act is deprived of their
unfairly. We need to consider that our
right to freedom, but that right is only a
decision-making and actions are
‘qualified’ right and not an absolute one.
proportionate. We all make unwise
Any action we take in caring and
decisions at times. Our role is to ensure we
treating someone must be proportionate
understand where our responsibilities lie
and justified.
and that people’s autonomy is
“It’s all about helping people who use our acknowledged and respected.”
services maximise the quality of life, so it’s
To assist staff and service users to
important that we follow principles of
understand Mersey Care’s human rights-
respect, participation and find a course of
based approach Meryl and Jim carry out
action that is available that is the least
training through induction, mandatory
restrictive under their human rights and
and awareness-raising courses across
keep them informed of their rights.”
Mersey Care.
Our aim is to bring the human rights values of fairness, respect,

equality, dignity and autonomy into everyday understanding
and for it to be at the heart of everything we do.
page 8
I was a psychiatric social worker before I became unwell.

I know how important it is within mental health
that people are treated with dignity.
SERVICE USER
Listening to patients
Due to the very nature of its For the past 12 months a group of 10
patients at Ashworth Hospital have been
high secure environment helping staff in the rehabilitation and
Ashworth Hospital is often social care service make an audio-visual
presentation now being screened to new
shrouded in mystery and a staff within the high secure service.
lack of understanding by the Called “A Typical Day”, the 23-minute
digital display gives a unique perspective on
wider community. hospital life using recordings by patients
The idea that people detained there, and carers combined with scrolling still
many of whom have committed serious pictures of its facilities.
crimes, can be treated with the same Patients describe everything from wake up
underlying FREDA principles as other NHS times, meal breaks, patient movements
patients may seem incongruous to some within the secure area, visits to education
members of the public. But not to those classes, recreational and therapeutic
who work there… activities, the primary care health centre, as
For many patients arriving at Ashworth well as visiting sessions and social events.
Hospital for the first time their perception Rehabilitation service team leader George
of fairness, respect, equality, dignity and Davies, who helped coordinate the project
autonomy have been fixed by extremes of with Tracy Wilkins, said: “This is the
life experiences and state of mind. patients’ interpretation of their way of life –
There are around 36 patients admitted not ours.
each year, staying for an average of seven “When we originally discussed the project
years, although each case is individual and with patients they were reluctant and
some stay longer. An admissions unit unsure, but over the year more and more
carries out initial treatment while the people got involved and their enthusiasm
patient undergoes a thorough assessment. comes out in the production.
A longer term care plan is drawn up and
the patient moved onto one of 15 wards “The result is a more interactive version
providing a total of 228 beds. of life at Ashworth told by patients in
their own words. There is also quite a bit of
One way which marks out the Trust’s humour in it, which all involved felt
rights-based approach to involving the was important, as generally staff and
people who use its services is the way patients have a good rapport based on
it introduces new staff to the work of a mutual respect.
the Trust.
“We gave patients the opportunity of an
This begins at the interview stage – more equal say on the content and it adds
than 2,500 Mersey Care staff have been realism to a worthwhile project which will
interviewed for jobs by a panel including hopefully benefit all involved.”
service users and carers since the process
began several years ago. Ashworth Hospital is commissioning a
professional film in 2009 to be viewed by
Moving on to the Trust’s corporate carers of newly admitted patients – the
induction for all new employees, service involvement of patients in “A Typical Day”
user and carer representatives talk about will prove invaluable experience.
their experiences in an effort to raise
awareness, aid understanding and tackle
stigma. As it is not physically possible for
high secure patients to participate in this
process a way has been found to involve
them too.
page 9
Garry Kinsey
page 10
What is Mersey Care NHS Trust?
Mersey Care is one of only three trusts of Mersey Care is committed to campaigning
its kind in the country – it provides for better services, improving the outcomes
specialist mental health and learning for its service users and their carers, and
disability services for adults in Liverpool, combating the stigma around mental illness
Sefton and Kirkby, a population of around and learning disability.
one million people.
During the year it ran a number of local and
It has a wider role too, offering medium regional campaigns aimed at raising
secure services for Merseyside and awareness, including the ‘Get Clean’
Cheshire, and high secure services covering campaign to encourage people into a fast-
England and Wales at Ashworth Hospital. track community drug programme, and
successful World Mental Health Day events
Mersey Care also provides a number of
with Everton In The Community (now called
community and in-patient addiction services
the Everton Foundation) and the Homeless
for a wide catchment area, for instance
Outreach Team.
outreach alcohol clinics extending to St
Helens; and residential drug detoxification SOME FACTS
for clients from Liverpool, Knowsley, Sefton,
Mersey Care:
St Helens, Blackpool and Preston – a service
assessed recently as “good” by the • Typically provides care, treatment and
Healthcare Commission and the National support to more than 21,200 service
Treatment Agency. users a year
Using its specialist knowledge and • Is dispersed across some 61 sites both of
experience led to the launch of Alcohol its own and premises rented from others
Services Knowsley (ASK) in April 2008,
• Has around 700 in-patient beds on 13
providing community-based alcohol
sites
treatment for hazardous, harmful
and moderately dependent drinkers • Makes 45,000 outpatient attendances
in Knowsley. and contacts
Meanwhile, the contracts for primary care • Has 18,000 day hospital attendances
mental health psychological interventions
• Serves a population of one million for
offered to GP surgeries in Liverpool and
Liverpool, Sefton and Kirkby for
Sefton moved to another NHS provider.
community and secondary care and more
The Trust, first established in 2001, has for specialist secure services.
around 5,400 staff and an income of £196
Mersey Care provides:
million a year. This budget, an increase of
£6 million on the previous year, enabled the • Adult mental health services
Trust to continue to develop new services
• Older people’s mental health services
including ASK, crisis resolution home
treatment, and assertive outreach teams. • Learning disability services
The year also saw the opening of • Addiction services
Liverpool’s first Psychiatric Intensive Care
• Psychological services
Unit, offering an eight-bed in-patient
facility for men whose levels of mental • Mersey forensic psychiatry services
distress are so acute that they need
• High secure services.
intensive care. Previously patients needing
such intensive care were sent out of the
area and into private sector establishments.
As many as one in four of the population will experience

a mental health problem at some time in their lives.
page 11
SERVICE DEVELOPMENT
Mersey Care continued to build on its Being the place people want to work to
achievements of the previous year with attract, support and develop a high
significant improvements in 2008-2009 and quality workforce
future developments in the pipeline.
• Mersey Care hosted a seminar on ‘Secure
The Trust plans to introduce Clinical Services for Women’ as part of a series of
Business Units during 2009-2010 with the events organised by the North West
intention of maintaining standards of Forensic Academic Network. The event,
clinical excellence, whilst providing cost- held at indigo, Maghull, included a talk
effective services that are more readily able by guest speaker Karen Newbigging, joint
to respond to business opportunities. leader for the national programme for
gender equality and women’s mental
Examples of significant progress
health within the Care Services
madeduring 2008-2009 are highlighted
Improvement Partnership (CSIP).
below under our strategic aims:
• The Trust celebrated the graduation of
Involving service users and carers, in
the first 15 assistant practitioners, who
their own care and all aspects of the
completed a foundation degree in
Trust, to focus the work of the Trust on
Assisting Professional Practice (Mental
the need of service users and carers at
Health). The Trust welcomed colleagues
all times
from NHS North West and Edge Hill
• A pilot survey among Crisis Resolution University to the graduation ceremony
Home Treatment service users was held at the Maghull site.
launched to help ensure services are
• The Knowledge and Library Services had
tailored to the needs of the local
the official opening of the new Rathbone
community and that resources are
Learning Suite, serving to further
targeted effectively and efficiently.
strengthen the links between the Trust
• Building on a successful initiative to and the University of Liverpool, a key
involve service users and carers in partner in the bid for the redevelopment
reviewing adverse incidents, the Trust’s of the suite.
Complaints Management Team worked
• A world leader in Neuro-rehabilitation
with the Director, service users and carers
praised the work of Ashworth Hospital’s
to extend their involvement to include the
Centre for Cognitive Rehabilitation.
investigation of complaints.
Professor Gordon Muir said “The centre
• Mersey Care’s Initiative to involve service was very impressive and the skills
users and carers in a wide range of developed transferable worldwide”.
activities was highlighted as an example
• Twenty six staff from Boothroyd ward on
of good practice in the Royal Colleague
the Southport General Infirmary site were
of Psychiatrists’ three-year Fair Deal for
the first in the Trust to complete a six
Mental Health campaign launched in
week course in person-centred dementia.
July 2008.
They were joined by services users and
• The independent patient advocacy service carers when receiving their awards.
at Ashworth Hospital, now provided by
• Fifteen Band 3 staff started a pioneering
the charity Together: Working for
training programme designed to enhance
Wellbeing, celebrated a successful year at
their roles working with patients with a
its annual review. Presentations outlined
wide range of mental health problems.
the team’s activity over the year and the
The course was devised in partnership
outcomes of the positive patient
with the practice development team in
satisfaction survey completed by service
high secure services and Liverpool John
users, staff and commissioners.
Moores University.
page 12
Michael Dwerryhouse
page 13
Maximising investment in service for Working well with partner providers

people with mental health needs and to improve the experience of service
learning disabilities and making the most users and carers
of that investment
• Mersey Care commenced work with two
• A major refurbishment of adult mental newly appointed teams of Community
health wards was marked with a ceremony Development Workers across Sefton and
linking them to names of the city’s historic Liverpool Primary Care Trusts to ensure the
docks. An investment of almost £1 million delivery of better quality health care for
to provide ward improvements and single black and minority ethnic service users.
sex accommodation in line with national
• Everton In The Community’s mental health
recommendations took place at both the
programme, developed in partnership with
Broadoak Unit and Stoddart House.
Mersey Care and the mental health charity
• A new nine bed in-patient unit for people Imagine Mainstream, received £120,000
with learning disabilities in Liverpool and from the Premier League Community Fund.
Sefton opened in October. The Specialist This will fund a project to support the
Treatment, Assessment and Recovery Unit establishment of Merseyside’s first
(STAR) is based in the refurbished wards 4 mental health football league entitled
and 5 at Mossley Hill Hospital. Imagine Your Goals, as well as engaging
service users, volunteers and coaches in
the programme.
Delivering high quality and performance
• A rapid access house for service users
• GPs and key stakeholders attended the requiring immediate or alternative
launch of Alcohol Service Knowsley (ASK), accommodation was opened in Liverpool.
a new service run by Mersey Care The new service was developed through
Addictions Service which was awarded close co-operation between Liverpool
the 3-year contract effective from City Council, Mersey Care and
1st April 2008. Maritime/Regenda, a registered social
landlord. The service aims to provide
• Mersey Care was assessed as performing
homely accommodation to support people
well in the way it manages and provides
who need immediate or urgent alternative
value for money from its financial
accommodation with social care support
resources. The Auditor’s Local Evaluation
and continued Crisis Resolution and Home
(ALE) assessed how well NHS Trusts
Treatment intervention.
manage and obtain value for money from
their financial resources. The ALE
assessment concentrates on five key areas
and provides results in one of four scores
which range from level 1, inadequate
performance, to level 4, which indicates
that the body is performing strongly, with
areas of excellent practice. The Trust
received level 4 for Financial Reporting
and Financial Standing and an overall
rating of 3 in the ALE report from the
Audit Commission.
page 14
Continually improving the way we

provide services to respond to the
needs of the people who use them
and their carers
• Mersey Care hosted a consultation event
with John Boyington, Chair of the
commission reviewing mental health
services in the North West. The event
provided an opportunity for teams,
individual staff members, service users
and carers to inform the debate and help
to shape the content of the review.
• An award-winning initiative that led to a
network of family visiting rooms across
Mersey Care was the subject of a Being accountable to
workshop at one of the largest national communities, local people,
conferences for social services in the staff, service users and carers
country. Partners who took part in the
• The Trust Board approved the Five Year
workshop included Mersey Care,
Financial Plan, which underpins the
Liverpool City Council, Barnardo’s Action
Financial Strategy that was approved by
with Young Carers and the Care Services
the Board in December 2008. The
Improvement Partnership.
Financial Plan enables the Financial
• World Mental Health Day was marked Strategy to be implemented, monitored,
with a health fair aimed at providing and delivered.
practical help for homeless people. It was
• Mersey Care’s therapeutic garden was
organised by the Communications Team
well received at the BBC Gardener’s
and one of the Trust’s specialist services,
World Live show at the National
the Homeless Outreach Team (HOT),
Exhibition Centre, Birmingham in June
which celebrated its 10th anniversary in
2008. The Community Access Team from
2008. Based in the city centre it works
North Sefton runs a horticultural therapy
with homeless people who have a range
project for service users in the community
of mental health issues as well as drug
who suffer from depression, anxiety and
and alcohol problems.
other enduring mental illness.
• Mersey Care’s human rights-based
• The Trust opened a number of sacred
approach to risk assessment in learning
spaces across the organisation, including
disabilities was one of the five case
a room at the Broadoak Unit which will
studies featured in the Department of
be used as an appropriate model for the
Health’s Human Rights in Healthcare, A
development of further spaces across
framework for local action best practice
the Trust.
guidelines’. This second edition follows
the 2007 version where Mersey Care’s • Mersey Care received a special mention
work with the Department of Health by then Culture Secretary Andy Burnham
and the British Institute of Human Rights at an event hosted by the University of
was highlighted. Liverpool. The MP praised the Trust for its
engagement with the Capital of Culture.
• Ashworth Hospital patients and staff
brought a splash of colour to local shops
by providing a display of hanging baskets
and a bench seat at Deyes Lane in
Maghull. The display, the idea of the
Chair of Maghull and Lydiate In Bloom,
was developed to assist the local
community’s entry to the North West
regional heat of Britain In Bloom.
page 15
Things are much better now. One of the big things

I’m really pleased I can do myself is my medication.
Carol’s story…
Carol Legge is proud
of the terraced house
where she lives.
She is supported by professional carers
who ensure she can manage as
independently as possible within the
community and with the least level of
control or interference in what is, after all,
her life. “Things are much better now. One of the
big things I’m really pleased I can do
But Carol, who is a service user with
myself is my medication. Years ago they’d
learning disabilities, sadly remembers this
never have let me do that and I’d always
was not always the case. It’s a past she
have staff watching me.
does not like to dwell on, but has come to
understand there is a major difference in “I’m all right now, but I used to be bad
the way her needs are addressed now, as tempered and run off and the police
opposed to 10, 20 or more years ago. would bring me back. Staff didn’t
understand how I felt and it made me so
“I feel much happier about my life. I’ve
angry; I’d get so upset they’d have to
been living in this supported house now
restrain me so I didn’t hurt myself.
for three or four years. The carers who stay
with me are great; they really help and “Things couldn’t be more different now.
take me out. I go horse riding once a When I wake up in my house the staff give
week – Queenie is my favourite; I’ve loved me some space to come around, and
horses since I was little and I’m really because of that I’m usually chirpy, so that
good with them.” shows they treat me with respect.
When she was an in-patient Carol says she “I’m planning my 40th birthday party – I’m
would not have enjoyed such freedoms. going to have a big limo and wave to
Mersey Care’s learning disability service everyone as we drive along.”
has been working closely with Carol and
Carol’s views have been vital in not just
other agencies that support her to ensure
helping Mersey Care support her, but
a rights-based approach addresses her
other individuals too.
needs. This has given Carol the autonomy
to live, with appropriate support, the way A core group of staff from the learning
she chooses, which is her human right. disability service and wider Trust has
directly involved Carol and other service
users in drawing up a framework and
toolkit which could help other health and
social care organisations nationally
understand and implement a human
rights-based approach.
page 16
Carol Legge
page 17
Tommy Jackson
page 18
EQUALITY, DIVERSITY AND HUMAN RIGHTS
The Trust continued its The Equality and Human Rights Team is
developing the integration of the human
commitment to Equality, rights-based approach into the clinical
Diversity and Human Rights areas of the Trust. This has commenced
with the inclusion of the Human Rights Act
and is due to produce its into training, covering subjects such as The
second Single Equality Mental Health Act and Control and
Restraint/Personal Safety Training.
Scheme in 2009.
The Senior Leadership Team also
The scheme will include human rights and undertook human rights training from the
will detail the Trust responses and actions British Institute of Human Rights and
to legal requirements, best practice and training has been provided to service users
advice on how it will continue to establish and carers, around Equality, Human Rights
value-based services. and Equality Impact Assessment.
To prepare for this a comprehensive Mersey Care involves service users and
training programme was completed to carers in ensuring it meets its own values
ensure that the Quality Impact Assessment and standards in respect of Equality and
(QIA) process is intrinsic within both policy Human Rights.
and service development and measures are Stonewall and Disability Employment
being taken to ensure that this continues. Benchmarking establishes the Trust’s
The annual staff survey report continues to positioning in relation to the standards
show the Trust is effective in the provision maintained by others and to develop an
of training in equality. Mersey Care has action plan to ensure that it improves its
developed the training around the provisions for staff. The Trust continued to
Knowledge and Skills Framework (KSF), meet the standards required to be a ‘Two
with the initial programme focusing on Tick’ employer, a national standard for
primary sessions for KSF levels 1 and 2 employing disabled people.
which impacts on the largest staff groups. Our aim for the coming year is to ensure
A secondary training session based around that equality and human rights continue to
KSF level 3 has also been re-launched. be fundamental to the way we provide
The Trust continued to arrange further services and support staff.
training opportunities to assist staff in
understanding the experiences, needs and
rights of both other employees and people
who use our services.
Human Rights are a key objective for
Mersey Care. The Trust completed the
second phase of the project with the
Department of Health and the British
Institute for Human Rights.
Mental illness is not selective. Staff treat every individual equally

regardless of their background, disability, race or colour.
SERVICE USER
page 19
My psychologist has given me support to achieve autonomy

even when I have gone through times in my life when making
everyday decisions was difficult.
SERVICE USER
ENVIRONMENTAL ISSUES
During 2008 - 2009 the post These included:
of Environmental Manager • Replacement boilers in Eliot, Forster,

Gibbon and Hazlitt Wards at
was approved and work Ashworth Hospital.
commenced on recruitment. • Decentralisation of Trust Offices and
The role will ensure the Trust complies with indigo building heating plant and the
the law and mandatory guidance, whilst replacement of Trust Offices heating
promoting the part we will play in NHS including thermostatic radiator valves
environmental and carbon strategies, and controls.
measuring compliance with best • Replacement of central boiler plant with
practice targets. condensing boilers in Occupations and
A Clinical Waste contract was awarded to Recreations, Exchange, North
a new supplier, due to commence in July Administration and Tennyson Ward plant
2009. The contract will provide an rooms at Ashworth Hospital.
improved ‘greener’ environmentally • Replacement of boiler plant and controls
friendly service for the segregation of at Mossley Hill Hospital.
clinical waste, whilst also delivering savings
to the Trust. • Renew roof covering and improve
insulation rating on Ruskin and Shelly
Other environmentally-friendly strategies Wards at Ashworth Hospital.
include the establishment of an annual
baseline figure for fuel consumption in • Woodland and water course
vehicles used by the Transport Department management of non secure areas of the
and setting targets and measures for the Maghull site in association with the
reduction in fuel usage. This and other Environmental Agency.
initiatives will be incorporated into the • Production and display of Display Energy
Trust’s Environmental Strategy. Certificates (DECs) for all Trust properties
During 2008 - 2009 the Trust improved its in excess of 1,000 square meters.
overall environmental performance. In
particular, the replacement of various
boiler plant with high efficiency
condensing boilers and controls as well as
other non engineering schemes.
page 20
EMERGENCY PLANNING
During 2008 - 2009 the Trust Board approved a new Major Incident Plan which is fully
compliant with the requirements of the NHS Emergency Planning Guidance 2005 and all
associated guidance.
To complement this and to test the effectiveness of plans Mersey Care facilitated two
major incident exercises, exercise Archie and exercise Ruby. It also participated in exercise
Rising Tide, a Merseyside-wide exercise assessing the effects of an outbreak of
pandemic influenza.
Under the direction of the Executive Director for Nursing and Care, the executive lead for
emergency planning, an Emergency Planning Forum was established in April 2008 and
has continued to meet regularly throughout the year. The Forum is charged with the
responsibility for reviewing and assessing the results from major incident exercises and
ensuring that identified weaknesses are rectified and recommendations for
improvements are implemented. The Forum also has responsibility for testing the major
incident plan, the service business continuity plans and driving forward the emergency
planning agenda across the Trust.
RISK MANAGEMENT
The primary purpose of risk management The Trust Board approved a revised Risk
is to enable individuals and the Trust to Management Strategy which provides the
deal competently with all key risks, Trust with clear direction regarding the
clinical and non-clinical, thereby providing management of risk at all levels of the
more confidence that the Trust will organisation. This document was amended
achieve its objectives. to include specific detail of:
To meet the requirements of the • The revised committee structure now in
Statement on Internal Control the Trust place to manage risk.
Board is required to have in place:
• The process for Board review of the
• Clear objectives, which provide the organisational risk register and
framework for all the Trust’s activity. assurance framework.
• Structures and risk identification systems • How risk is managed locally.
to manage identified risks to the Trust.
• The explicit duties of key individuals in
• Robust controls for the management of the organisation.
risk.
• The monitoring arrangements to ensure
• Appropriate monitoring and review compliance with the Strategy.
of mechanisms that provide assurance
Mersey Care also received the highest
to the Board that the system of
possible score for its Assurance
risk management across the Trust
Framework. The Head of Internal Audit
is effective.
Opinion determined that, “an assurance
This year the Trust successfully achieved framework has been established which is
Level 1 compliance with the NHS Litigation designed and operating to meet the
Authority Risk Management Standards for requirements of
mental health and learning disability trusts the Statement on Internal control and
and, for the first time, was able to declare provide reasonable assurance that there
full compliance with all of the core is an effective system of internal control
Standards for Better Health. to manage principal risks identified by
the organisation”.
page 21
John’s story…
John is a 45-year-old in- John said:
“Dylan’s one of
patient at the Rathbone the best. I’ve seen
Low Secure Unit for men him quite a few times
before but never at the Arena.
with severe and enduring It was great being there.”
mental health problems. Roy commented: “This has opened it
up for John and he has proved that
Before he became unwell John enjoyed he can do it. It’s good for him and
many rock concerts, but when his all- good for the other patients too. It
time favourite singer-songwriter Bob shows we do listen to them and
Dylan announced he was performing in respect their needs.”
Liverpool John didn’t think he was well
enough to go. The Low Secure Unit is one of a new
generation of mental health units
John’s social care worker Roy Broad providing spacious and therapeutic
explained: “It took a lot of planning accommodation that Mersey Care is
and we had terrific co-operation from aspiring to in future proposed facilities.
the staff at the Echo Arena, once we During 2008-2009 the unit continued
explained the situation, but we were to win national accolades over how it
determined that John would not miss involves its service users.
his favourite performer because of
his illness.
“In the run up to the concert we were
able to take John on an advance visit to
the Arena on a number of occasions
and were met by security manager
Jezz Lucket who showed us around
the venue, familiarising us with the
layout of everything we might need
such as toilets.
“It was important to John because he
might otherwise become anxious in the
strange surroundings of this huge
venue and we knew how much this
meant to him.
“As far as we were concerned it was
helping John get better and he should
be able to go and see a concert like this
like anyone else, with appropriate
supervision and care.”
He was escorted to the concert and
met by Arena staff – who even
managed to get Bob Dylan’s autograph
for him!
page 22
COMPLAINTS
Trust-wide
The total number of complaints received in Mersey Care in 2008-2009 was 325 with 322 (99%)
responded to within 25 working days or within timescales agreed with the complainant. These
figures included 166 complaints in local services where 164 (99%) were responded to within 25
working days/agreed timescales and 159 in high and medium secure services where 158 (99%) were
responded to within 25 working days/agreed timescales.
Medium and High

Local Services Trust-wide
Secure Services
No of Cleared in No of Cleared in No of Cleared in

complaints 25 working complaints 25 working complaints 25 working
received days received days received days
Apr - Jun 2008 16 14 (88%) 20 19 (95%) 36 73 (86%)
Jul - Sept 2008 43 43 (100%) 45 45 (100%) 88 88 (83%)
Oct - Dec 2008 52 52 (100%) 48 48 (100%) 100 100 (88%)
Jan - Mar 2009 55 55 (100%) 46 46 (100%) 101 101 (100%)
Total 166 164 (99%) 159 158 (99%) 325 322 (99%)
An increase in the volume of complaints was experienced from second quarter due to a change in
the reporting mechanism employed by the Trust.
From 5th August 2008 the Trust assumed the role of an ‘Early Adopter Site’ for the Department of
Health’s new complaints policy,‘Making Experiences Count’ and as a result collated and
subsequently reported complaints which had previously been resolved by the individual services.
Healthcare Commission
Three complaints were sent to Healthcare Commission for consideration of Independent Review.
Of these:
Requests Outcome: Outcome: Outcome:

received No Further Action Further Action Awaiting Outcome
Local Services 2* 1 - 1
High Secure 1 1 - -
Services
Totals 3 2 - 1
* One of the requests for review was forwarded by the Healthcare

Commission to the Parliamentary and Health Service Ombudsman, as
they were unable to complete the review before 31st March 2009.
page 23
MAKING EXPERIENCES COUNT

In 2006 the Government confirmed that Changes to service provision have been
they required the NHS and other public made which include:
bodies to improve the way they deal with
• A co-ordinated approach to making
complaints. During 2008 - 2009 the Trust
appointments for relatives/carers to see
began using this new approach with
consultant psychiatrists has been put in
complaints handling ‘Making Experiences
place within in-patient services.
Count’, in preparation for the approach in
April 2009. • The process for agreeing and monitoring
service users’ agreed leave of absence
The new process aims to:
has been reviewed and improved
• Resolve more complaints informally, systems of communication and co-
between the complainant and the ordination developed.
clinical team.
• Older People’s Mental Health Service has
• Involve the complainant from the outset developed a local procedure for the
to clarify what they would like the identification and management of
outcome of the complaint to be and service users at risk of falling. All new
how they feel it can be most admissions are assessed using a Falls Risk
appropriately resolved. Assessment Tool to determine whether
they are at a low, medium or high risk of
• Improve the way social care agencies
having a fall. In addition the service
and NHS trusts work coherently together
produces a detailed Slips, Trips and Falls
when a complaint is made that involves
Report on a quarterly basis, to identify
both organisations, with the aim of
any possible themes or patterns in
providing one collaborative response.
relation to these incidents and when and
The Trust’s work as an early adopter of this where they occurred.
process has helped it work within the
• The Physiotherapy service undertook a
framework set out in Principles for
Blue Star Falls Project pilot in November
Remedy, ensuring complaints are handled
2008 which introduced a much more
in a more personal manner, and
visible identification of service users
encouraging services to learn from
assessed as being at a medium or high
individual complaints and improve its
risk of falling, by highlighting their
services. As a result, it has encouraged a
name with a Blue Star, which has
culture that seeks to use people’s
proved successful.
experiences to make services more
effective, personal and safe. • The process for securing patients’
personal possessions has been reviewed
and improved to prevent damage and
facilitate easier access.
I’m a carer who helps interview people when something seriously

goes wrong leading to incidents. I have always been treated as an
equal partner and involved in every stage of the investigation.
CARER
page 24
As a service user you have a right

to respect in all matters – but
respect is a two-way process, so
respect to and from staff and
other people is essential.
SERVICE USER
SUMMARY OF PERSONAL DATA RELATED INCIDENTS

Incidents that involve the loss or damage to information have been classified by the
Department of Health (DOH) in terms of severity on a scale of 0-5 in terms of
either/both risk to reputation and risk to the individual. The Trust has not had any
Serious Untoward Incidents involving data loss and there have been no incidents that
have been graded as being above level two, with the majority classified as 0, involving
only a “minor breach of confidentiality” (DOH 2008).
The Trust has developed a system to monitor the number and type of data incidents in
order to learn from the events and has implemented changes to practice where it has
been deemed to be appropriate. The Trust follows national guidance on reporting and
investigating data incidents.
All grading of information is agreed with the Trust’s Data Protection Lead.
Category Nature of Incident Number

0 Minor breach of confidentiality.
Only a single individual affected 22
1 Loss of inadequately protected equipment,
devices or paper documents from secured NHS premises 0
2 Loss of inadequately protected equipment,
devices or paper documents from outside secured
NHS premises 7
3 Unsecured disposal of inadequately protected
electronic equipment, devices or paper documents 0
4 Unauthorised disclosure 0
5 Other 0
Total 29
page 25
Sarah Keen
page 26
Sarah’s story…
Listening to other people and By listening to the
responding to their views is an essential views of young
part of treating everyone with equality, carers like Sarah,
respect and fairness. But one group Mersey Care set out
coming into contact with mental health to create dedicated
services – young carers – felt ignored. visiting areas just for
families.
Helping them voice their needs has been
children’s charity Barnardo’s, which Sarah added:
through its Action for Young Carers “When that first
project has been working in partnership family room was
with Mersey Care to ensure their rights, opened we decided
and the rights of their family members, to ‘test it’ and gave it
are respected. our own Jellybaby
seal of approval – the
Taking a human rights-based approach
same thing happens every time a new
Mersey Care recognised that everyone has
one opens.”
a right to a private, family life.
Service director Carol Bernard said: “We’ve
But the experience of children was they
come a long way since the first family
were generally overlooked by health
room was set up at Stoddart House,
professionals. When youngsters were able
Aintree, in 2001.
to visit family members it was on busy in-
patient wards, an environment far from “Thanks to the involvement of Barnardo’s
comforting, private or with dignity for the and the direct feedback from their young
families concerned. carers of the need for safe and
comfortable visiting facilities, we now have
Sarah Keen, now aged 23, was one of the
a network of family rooms in all our adult
first group of young carers to get involved
in-patient units.
eight years ago. She said: “I remember
visiting my mum and asking staff at the “We have also extended them across other
time if there was anywhere we could go to services including brain injury, older
sit and talk privately, but there just wasn’t. people’s, learning disabilities, forensic,
high secure and addiction services.”
“The ward was noisy and I was nervous
having some of the other patients around. During 2008-2009 the partnership
All I wanted was some space and time to between Mersey Care and Barnardo’s has
be with my mum. continued to listen to young carers and
examples of its good practice have been
“When we started talking to Barnardo’s
featured at national conferences, awards
and the Trust started listening to us
and films.
through them, it was just simple things like
a comfortable Working as part of a national pressure
homely room, group, Barnardo’s has persuaded the
somewhere Department of Health to include people
private and with parenting needs on the list of service
with a few users who should be given intensive
toys, that support under the Care Programme
made all the Approach, the care plan framework
difference.” introduced in October 2008.
page 27
page 28
FINANCE DIRECTOR’S REPORT INCOME AND EXPENDITURE

Summary
The Trust achieved each of the four statutory
financial duties in 2008-2009. The performance
INCOME
against the targets is summarised below.
1 To Achieve a Balanced Position on the
Income Expenditure Account
The Trust had an income budget of £195.7
Graph 1 - Growth in income
million in 2008-2009. The Trust achieved a
surplus of £500,000 at the year end. 250
2 To Operate Within the Capital

Resource Limit (CRL) 200
The Trust had capital funding of £8.2 million Income (£) 150
available in 2008-2009 and spent £6.5 million
during the financial year. The balance of £1.7
100
million will be carried forward for capital
investment in future years.
50
3 To Operate Within the
External Financing Limit (EFL) 0
2003 2004 2005 2006 2007 2008 2009
The Trust has a duty to hold a maximum cash
balance of £4,011,297 at the end of the year, YEAR Income
which was achieved by the Trust.
4 To Achieve a 3.5% Return on
the Assets Owned by the Trust The level of income the Trust receives has
increased consistently over the last seven
This target was achieved with a 3.7% return years. This is summarised in Graph 1.
on net assets, which is within the Department
of Health’s tolerance of 3% to 4%.
The Trust was able to secure additional
investment that increased the funds available for Chart 1 -Analysis of income
services from £190 million in 2007-2008, to
£195.7 million in 2008-2009. Funds of £4.2
million were made available as a contribution to 4%
inflationary pressures. The balance was used to
support service developments, including: 14%
• £1.0 million for Crisis Resolution

Home Treatment teams.
• £0.5 million for the Trust’s new
Psychiatric Intensive Care Unit.
• £0.4 million to support the Assertive 46%
Outreach service, and
• £0.3 million to develop the new Knowsley
Alcohol Service.
The Trust was required to generate efficiency 36%
savings of £5.4 million to achieve the surplus
position of £0.5 million. Staff throughout the
Trust worked incredibly hard to identify savings
whilst still maintaining high standards of patient Secure Commissioners Liverpool PCT
care. The Trust Board recognises this contribution
and is grateful for the efforts of all staff. Sefton PCT Other
The income received in 2008-2009 of £195.7 million

was generated from a number of sources. This is
summarised in Chart 1.
page 29
EXPENDI TURE
Chart 2 -Analysis of expenditure
3%
4%
The Trust has used the income it
receives to fund the cost of services
8% provided. The major areas of cost
are summarised in Chart 2.
6% Staff Costs
Clinical supplies
and services
Establishment &
Premises Costs
Other costs
Depreciation and
Amortisation
79%
Chart 3 - Staff numbers
2500
2000
Number of Staff
Over the last year the numbers of

1500 clinical staff (including nursing and
medical) employed by the Trust has
1000 increased, whilst the number of non
clinical staff has been maintained.
This is summarised in Chart 3.
500
0
2006 2007 2008 2009
YEAR
Medical and Nursing Staff Other Clinical Staff Non Clinical Staff
page 30
CAPITAL
The Trust spent £6.5 million on capital schemes during the year. An
analysis of how capital resources have been used is summarised in Table 1.
Table 1 – Analysis of Capital Expenditure
Capital Scheme £000

I.T. Infrastructure 565
Gender Specific Accommodation 472
Interim Learning Disabilities Unit – Mossley Hill 340
High Secure Services Schemes 1,724
Southport Redevelopment 323
Psychiatric Intensive Care Unit 744
Community Risk Assessment and Case Management Service 110
Ferndale Unit Upgrade 786
Replacement Boilers 231
Ward Refurbishments 388
Other Capital Expenditure 856
Total Expenditure 6,539
Better Payments Practice Code

The Better Payments Practice Code (BPPC) requires the
Trust to pay all valid invoices within 30 days of receipt
of goods. In 2008-2009, the Trust achieved an average
of 95.1%.
The Trust is committed to assisting local businesses
and is focussed on paying invoices for small businesses
and individuals within 10 days where possible. The
Trust has also introduced new practices to ensure that
service user and carer payments are paid within 10
days of receipt.
As at the end of the financial year 73.08% of all
non-NHS invoices, irrespective of business size, and
100% of service user and carer payments were paid
within 10 days.
INTERNATIONAL FINANCIAL
REPORTING STANDARDS
With effect from 1st April 2009 all NHS bodies are
required to report and present financial statements
using the principles of International Financial Reporting
Standards (IFRS). The Trust has reviewed all its systems
and processes in order to ensure it is IFRS compliant
from this date.
page 31
Longer Term Outlook

In March 2009, the Trust Board approved a • Maintain the existing Older People’s
Five Year Financial Plan that will enable the Services bed complement at 111 beds.
Financial Strategy to be implemented,
• Secure funding for a further eight
monitored and ultimately delivered.
Medium Secure beds in 2010-2011.
The Trust is planning to achieve a surplus of
• Review the Network Employment Service.
£2 million in 2009-2010, rising to £3
million in 2010-2011. This will support the • Review the provision of the Dispersed
Trust’s application to become a Foundation Intensive Supported Housing
Trust equivalent (FTe). In addition, the plan scheme (DISH).
provides for a contingency reserve of
• Review the provision of Learning
£1 million.
Disability Respite and Community
The NHS Planning Guidance requires the Residential Services.
Trust to deliver 3% Cost Improvement Plans
• Maintain existing numbers of Addiction
(CIPs) of £5.4 million in 2009-2010.
Services in-patient beds at 30.
The CIPs required in future years increase
to 3.5% in 2010-2011 and 4% from The Trust’s services are benchmarked
2011-2012. This will deliver savings of nationally in a reference cost index with the
£26 million over the next four years. average score being 100. The Trust’s
The Trust Board will continue to monitor productivity has improved during the last
the delivery of the CIPs and to ensure year and the reference cost score for the
robust plans are in place to release Trust has reduced from 119 to 110. A
planned savings. target has been set within the Financial
Strategy to move Local Services to a score
Included within the Five Year Financial Plan
of 100 by 2013-2014.
are the most likely developments previously
agreed by the Board, and contained within Discussions will be held with High Secure
the Integrated Business Plan 2008-2009 to Commissioners to benchmark costs
2012-2013. between the three providers of high secure
services. This will inform any future savings
These include:
targets for the service.
• Open all eight beds in the Psychiatric
Intensive Care Unit (PICU).
Trust Auditors
• Develop an Attention Deficit
Hyperactivity Disorder (ADHD) service, The external auditor for the Trust was the
initially in Sefton. Audit Commission and the fee for work
carried out during 2008-2009 was
• Reduce the number of Adult Mental
£161,992 (2007-2008 £151,743).
Health in-patient beds from 188 to
166 beds. The Audit Commission provide audit
services for the Trust in relation to the
• Commence the reprovision of 285
statutory audit duties as required by the
local in-patient services beds in new
Department of Health in providing an
accommodation as part of the
independent audit opinion.
TIME project.
• Release 1% benchmarking savings for
High Secure Services for two years in line
with the national High Secure Strategy.
page 32
THE TRUST BOARD

Position New in Year Date left
Included in Executive
Directors at 31.03.09
Alan Yates Chief Executive

Kim Crowe Executive Director of Service
Development and Delivery
David Fearnley Medical Director
Tony Oakman Executive Director Local Services & Social Care 04.01.09
Neil Smith Executive Director of Finance & Performance
Karen Wilson Executive Director of Nursing & Care
Martin Brown Interim Executive Director of High Secure Services 01.07.08
Kath Davies Acting Director of Organisational Development 01.06.08
Non- Executive
Directors and
Chairman
Stephen Hawkins * 30.11.08

Beatrice Fraenkel * 01.12.08
Peter Caswell +* 31.12.08
Jeanette Fiddaman +*
Brian Lawlor +*
Elizabeth Powell +*
Margaret Swinson +* 30.11.08
Neil Willcox +*
Les Byrom +*
Michael Shields +* 01.02.09
Other Senior Staff
Christine Hughes Director of Corporate Affairs

Lindsey Dyer Director, Service Users and Carers
Paul Weare Director of Security
Mark Bostock Director of Information Management & Technology
Co-opted Members
of the Trust Board
Jean Atkinson Staff Side 28.02.09

Amanda Gregory Staff Side 01.03.09
Catherine Mills Service User and Carer Forum
+ Member of the Remuneration and Terms of Service Committee
* Member of the Audit Committee
Mersey Care promotes autonomy by allowing people to make

choices and decisions that affect their everyday life.
SERVICE USER
page 33
REGISTER OF INTERESTS
Name Job Title Declaration 2008-2009
Mrs Beatrice Fraenkel* Chairman • Liverpool City Councillor
• Chair of Cosmopolitan Housing Association
• Non-executive Director Cosmopolitan Housing Group
• Director, Normal Properties Ltd.
• Chair - Architects Registration Board
• School Governor, The King David High School
• Fellow of the Royal Society of Arts
Mr Steve Hawkins* Chairman • Chief Executive, Local Solutions
Mr Leslie Byrom Non-Executive Director • Local Government Association - (Chairman, Fire Service Management
Committee) (until June 2008)
• Merseyside Fire and Rescue Authority - (group leader) (until June 2008)
• FireBuy Ltd (Ex officio Director) (until June 2008)
• Reserve Forces and Cadets Association - (Board member)
• North West Regional Assembly - (Party leader, Chair of Audit and
Governance Committee) (until June 2008)
• St Johns Ambulance Council for Merseyside - (Board member)
• Sefton MBC - elected member
• Byrom & Thomas Chartered Surveyors - partner
Mr Peter Caswell* Non-Executive Director • Trustee of Phakamisa: Pinetown Methodist Church Mission Trust (UK)
Ms Janette Fiddaman Non-Executive Director • Company Secretary - Davidamoto
Mr Brian Lawlor Non-Executive Director • Chair - Lee Valley Housing Association Ltd.
• Elected Member of Board of Governors, Aintree University
Hospitals NHS Foundation Trust
• Partner - Morecrofts LLP Solicitors
• School Governor - Melling Community School
• Trustee - Royal School for the Blind (Liverpool) Ltd.
• Vice Chairman Marine Football Club
• Director - Rossett Park Land Company Ltd.
• Company Secretary - Northern Premier Football League Ltd.
• Member of the Merseyside and Cheshire Courts Board
Mrs Elizabeth Powell Non-Executive Director • Director, Age Concern Liverpool (Services) Ltd.
Mr Robert Non-Executive Director • Chairman - United Utilities Trust Fund
Michael Shields* • Deputy Chairman - The Manufacturing Institute
• Associate, AMION Consulting Ltd.
• Principal, URC Associates
Mrs Margaret Swinson* Non-Executive Director Nil Return
Mr Neil Willcox Non-Executive Director • Director, Resman Ltd.
Mr Alan Yates Chief Executive • Partner - Head of Speech and Language Therapy Service at
Royal Liverpool and Broadgreen University Hospital
Mr Martin Brown Interim Executive Director Nil Return
of High Secure Services
Mrs Anne Cleminson Trust Secretary Nil Return
Mrs Kim Crowe Executive Director of Service • Non-Executive Director of Furniture Resource Centre Group
Development and Delivery
Mrs Kath Davies Acting Director of Organisational • Director, Tyre and Battery Specialists Ltd.
Development
Mr John Doyle Director, TIME Project Nil Return
Dr David Fearnley Medical Director/ Deputy Nil Return
Chief Executive
Mrs Christine Hughes Director of Corporate Affairs • Magistrate for the City of Liverpool
• Trustee, Netherton Feelgood Factory
Mr Tony Oakman* Executive Director Local Services Nil Return
and Social Care
Mr Neil Smith Executive Director of Finance and Nil Return
Performance
Ms Karen Wilson Executive Director of Nursing and Care • Friend of SPLINTER
Name *Note
Mrs Beatrice Fraenkel Commenced in post 01/12/08
Mr Steve Hawkins Finished in post 30/11/08
Mr Peter Caswell Finished in post 31/12/08
Mrs Margaret Swinson Finished in post 30/11/08
Mr Robert Michael Shields Commenced in post 01/02/09
Mr Tony Oakman Finished in post 04/01/09
page 34
As a member of the Service User Research and Evaluation group I have

been afforded respect wherever I have worked with services; whether it’s
going on to a ward or feeding back to managers, the atmosphere is one
of mutual respect.
SERVICE USER
SENIOR MANAGERS’ REMUNERATION REPORT

1. What this report covers 4. Service Contracts
This report to stakeholders All directors have service contracts.
• Sets out our remuneration policy Contracts are usually awarded on a
permanent basis, unless the post is for a
• Explains the policy under which the
fixed period of time. Most directors have a
chairman, executive directors, and non-
three month notice period within their
executive directors were remunerated for
Contracts of Employment, with the
the year ended 31st March 2009; and
exception of the chief executive, director of
• Sets out tables of information showing organisational development, and director of
details of the salary and pension interests of adult mental health and social care, who all
all the directors for the year ended 31st have a 12 month notice period.
March 2009.
Termination payments are made in
2. Role of the Remuneration Committee accordance with contractual agreements.
The Remuneration Committee is a 5. Remuneration policy for Executive
Committee of the Trust Board. The Trust Directors
believes that a properly constituted and
Directors’ posts are currently evaluated
effective Committee is key to ensuring that
using the Strategic Health Authority Job
executive directors’ remuneration is aligned
Evaluation Panel and are subject to
with stakeholders’ interests and that it
approval by the Remuneration Committee.
motivates the directors to enhance the
Any pay awards are agreed by
performance of the Trust.
the Committee.
3. Membership of the Remuneration
Directors participate in an annual Personal
Committee
Development Plan process which identifies
The members of the Committee are the and agrees objectives to be met.
chairman and all non-executive directors. This is supported by a development plan
Committee meetings are considered to be where appropriate.
quorate when the Chairman and two non-
Performance related pay is not used within
executive directors are present.
Mersey Care NHS Trust.
The chief executive may also attend in an
6. Remuneration policy for the Chairman
advisory role except when his or her own
and Non-executive Directors
remuneration or other terms of service are
under discussion. Increases in the remuneration of the
chairman and non-executive directors
are agreed nationally by the Department
of Health and implemented locally by
the Trust.
page 35
7.Directors’ remuneration for the year ended 31st March 2009
7.1 Emoluments
2008/09 2007/08
Salary Other Benefits Salary Other Benefits
Remuneration in Kind Remuneration in Kind
Notes (bands of (bands of (rounded to (bands of (bands of (rounded to

£5,000) £5,000) the nearest £5,000) £5,000) the nearest
£00) £00)
Non-Executive Directors
Beatrice Fraenkel – Chairman 1 5 – 10 1
Stephen Hawkins 1 15 – 20 3 20 – 25 5
Leslie Byrom 9 5 – 10 - 0–5 -
Peter Caswell 2 0–5 3 5 – 10 3
Jeanette Fiddaman 5 – 10 1 5 – 10 2
Brian Lawlor 5 – 10 1 5 – 10 1
Elizabeth Powell 5 – 10 3 5 – 10 3
Michael Shields 3 0–5 -
Margaret Swinson 4 0–5 1 5 – 10 -
Catherine Anne Thompson 8 - - 0–5 2
Protasia Torkington 8 - - 0–5 -
Neil Willcox 9 5 – 10 - 0–5 -
Executive Directors
Alan Yates - Chief Executive 150 – 155 88 130 – 135 85
David Fearnley – Medical Director 80 – 85 80 – 85 - 75 – 80 75 – 80 -
Kim Crowe – Executive Director of Service
Development and Delivery 110 – 115 49 90 – 95 39
Tony Oakman – Executive Director of Local
Services and Social Care 5 80 – 85 31 90 – 95 35
Neil Smith – Executive Director of
Finance and Performance 110 – 115 50 95 – 100 50
Martin Brown – Interim Executive
Director of High Secure Services 7 90 - 95 - - -
Karen Wilson – Executive Director
of Nursing and Care 100 – 105 - 85 – 90 -
Kath Davies – Acting Director of
Organisational Development 6 65 – 70 - - -
Other Senior Staff
Gill Dolan – Director of Strategy
and Business Development 10 - - 65 – 70 43
Notes:
1 Beatrice Fraenkel was appointed as Chairman on 1st December 2008 and Stephen Hawkins retired as
Chairman on 30th November 2008.
2 Peter Caswell retired as a Non-executive Director on 31st December 2008.
3 Michael Shields was appointed as a Non-executive Director on 1st February 2009.
4 Margaret Swinson retired as a Non-executive Director on 30th November 2008.
5 Tony Oakman, Executive Director of Local Services and Social Care, left the Trust on 4th January 2009.
6 Kath Davies was Acting Director of Organisational Development from 1st June 2008.
7 Martin Brown commenced as Interim Executive Director of High Secure Services on 1st July 2008.
8 Catherine Anne Thompson and Protasia Torkington retired as Non-executive Directors on
30th November 2007.
9 Leslie Byrom and Neil Willcox were appointed as Non-executive Directors on 1st December 2007.
10 Gill Dolan commenced as Director of Strategy and Business Development on 17th April 2006 and left the
Trust on 31st December 2007.
Benefits in kind are the taxable gains on lease cars and home to work expenses.
page 36
7.2 Pension benefits

Real increase in Total accrued Cash Equivalent Cash Equivalent Real Increase Employers
pension and pension and related Transfer Transfer in Cash Contribution to
related lump sum lump sum at age 60 Value at Value at Equivalent Stakeholder
at age 60 at 31st March 2008 31st March 2009 31st March 2008 Transfer Value Pension
(Bands of £2500) (Bands of £5000) £000 To nearest

£000 £000
Name and title £000 £000 £100
Alan Yates - Chief executive 35.0 - 37.5 245 -250 1,361 879 322 0
Kim Crowe - 27.5 - 30.0 140 - 145 715 477 185 0
Executive director of
organisational development
David Fearnley - 5.0 - 7.5 70 - 75 250 179 46 0
Medical director
Tony Oakman - 10.0 - 12.5 115 - 120 538 366 87 0
Executive director of local
services and social care
Neil Smith - 17.5 - 20.0 130 - 135 540 355 123 0
Executive director of finance
and performance
Karen Wilson - 20.0 - 22.5 130 - 135 568 373 130 0
Executive director of nursing
and care
Kath Davies - 22.5 - 25.0 115 - 120 621 357 149 0
Acting director of
organisational development
Martin Brown - 0 0 0 0 0 0
Interim executive director
of high secure services
Gill Dolan - 0 0 0 0 0 0
Director of strategy and
business development
As non-executive directors do not receive pensionable remuneration,

there are no entries in respect of pensions for non-executive directors.
A Cash Equivalent Transfer Value (CETV) is the actuarially assessed capital value of the pension scheme
benefits accrued by a member at a particular point in time. The benefits valued are the member’s
accrued benefits and any contingent spouse’s pension payable from the scheme. A CETV is a payment
made by a pension scheme, or arrangement to secure pension benefits in another pension scheme or
arrangement when the member leaves a scheme and chooses to transfer the benefits accrued in their
former scheme. The pension figures shown relate to the benefits that the individual has accrued as a
consequence of their total membership of the pension scheme, not just their service in a senior capacity
to which the disclosure applies. The CETV figures, and from 2005-2006 the other pension details, include
the value of any pension benefits in another scheme or arrangement which the individual has transferred
to the NHS pension scheme. They also include any additional pension benefit accrued to the member as
a result of their purchasing additional years of pension service in the scheme at their own cost. CETVs are
calculated within the guidelines and framework prescribed by the Institute and Faculty of Actuaries.
Real Increase in CETV – This reflects the increase in CETV effectively funded by the employer. It takes
account of the increase in accrued pension due to inflation, contributions paid by the employee
(including the value of any benefits transferred from another pension scheme or arrangement) and uses
common market valuation factors for the start and end of the period.
Approved by:
Chief Executive 10th June 2009
page 37
STAFF SICKNESS
The Trust had a sickness absence target of 5.65% for the year 2008-2009, based on the
average for mental health trusts for the previous year. This was a challenging target and the
out-turn figure for the year was 6.61%. However there were encouraging reductions in staff
absence towards the end of the year e.g. January 6.57%, February 5.99%, March 5.40%.
SNAPSHOT OF PERFORMANCE
Population Served by Mersey Care NHS Trust
Local Services population weighted for need (MINI 2000*)
Age Group
PCT 18-64 65+ Total
Liverpool 745,847 150,456 896,303

Sefton 260,909 77,178 338,087
Knowsley 72,305 11,535 83,840
Total 1,079,061 239,169 1,318,230
Population data cannot be broken down to exclude 15-17 year olds.

* MINI 2000 uses two of the Index of Multiple Deprivation scores (IMD) for 1998 together with the Office of National
Statistics (ONS) areas of residence classifications to predict population prevalence of psychiatric hospital admissions.
Source: COM Information Services Exeter ASCT Download 13th November 2008
Secure Services population weighted for need (MINI 2000*)
Service Catchment Age 15+
Low Secure Male Only 1,395,354

Medium Secure Male and Female 2,921,340
High Secure Male only unweighted** 6,075,837
Population data cannot be broken down to exclude 15-17 year olds.
* MINI 2000 uses two of the Index of Multiple Deprivation scores (IMD) for 1998 together with the Office of National
Statistics (ONS) areas of residence classifications to predict population prevalence of psychiatric hospital admissions.
** High Secure Services cover North West, West Midlands and Wales.
No MINI 2000 scores are available for Wales and so the population has not been weighted.
Source:
The Information Centre for Health & Social Care 2009: Primary Care Organisations
GP Membership Populations
Self-esteem can be very low when people are mentally ill and dignity
may be the only thing they feel they have left. To lose one’s dignity or
not be treated with dignity, I feel, would be the last straw.
SERVICE USER
page 38
Dale Fogg
page 39
Ethnic Breakdown of Service Users as at 31st March 2009
Ethnicity Number of % of Total

Service Users Service Users
African 52 0.28%
Arab 45 0.24%
Asian Other 43 0.23%
Bangladeshi 12 0.07%
Black British 180 0.98%
Black Other 61 0.33%
Caribbean 46 0.25%
Chinese 68 0.37%
Indian 36 0.20%
Mixed Other 66 0.36%
Other Ethnicity 66 0.36%
Pakistani 21 0.11%
Somali 22 0.12%
Turkish/Cypriot 3 0.02%
White British 15,771 85.62%
White European 91 0.49%
White Irish 185 1.00%
White Other 79 0.43%
White Welsh 5 0.03%
White/Asian 18 0.10%
White/Black/African 40 0.22%
White/Black/Caribbean 54 0.29%
Patient chose not to answer 141 0.77%
Not known 1,315 7.14%
Total Service Users 18,420 100.00%
As at 31st March 2009 85.62% of service users were of white British

ethnicity. The table demonstrates that the Trust serves an ethnically diverse
population. Source: ePEX and PACIS
Admissions to Mersey Care In-patient Units

April 2008 to March 2009
Admissions Average
There has been an increase in admissions in 2008-2009 with an average of

289 admissions across the Trust per month compared with 277 admissions
per month in 2007-2008. Source: ePEX and PACIS.
page 40
CPA 7 Day Follow Up April 2008 to March 2009
MHMDS services performance Target 95%
Mental Health Trusts are required to demonstrate that service users discharged on a CPA are
followed up within 7 days of discharge. During 2008-2009, 94.99% of service users discharged
on a CPA were followed up within 7 days. The chart shows the percentage of service users
followed up within 7 days of discharge against the national target.
Source: Epex, Adult Mental Health Directorate, Older Peoples Service, Forensics service.
New Patients Accessing Early Intervention in Psychosis Service

No. Patients DH Target
The Early Intervention in Psychosis Service works with people aged 16-35 who are experiencing their first
episode of pyschosis or who are showing signs or symptoms of developing an episode of psychosis. The
service has successfully worked to increase the number of people it reaches, and was able to exceed the
Department of Health's target for the number of new service users seen during 2008-2009.
The chart shows the Trust's performance against the Government's target in 2008-2009.
Source: Early Intervention Service
page 41
People Accessing Crisis Resolution Home Treatment

Episodes DH Target
The Crisis Resolution Home Treatment Service works with people experiencing a crisis in order
to avoid admission to hospital as appropriate. The service co-ordinates admissions to in-patient
beds and facilitates early discharge from hospital. The service has successfully worked to
increase the number of people it reaches, and was able to exceed the Department of Health's
target for the number of episodes of care managed by the Trust during 2008-2009.
Source: Epex
People Accessing Assertive Outreach Service April 2008 to March 2009
The Assertive Outreach Service works with people who find it difficult to engage with
traditional mental health services. The service has successfully worked to increase the
number of people it reaches, and was able to exceed the Department of Health's target
for the number of service users seen during 2008-2009.
Source: Epex
page 42
% Staff Sickness April 2008 to March 2009
Monthly average Cumulative average Mental Health Trust National Average (5.65%)
Staff sickness has decreased during 2008-2009, particularly during the last quarter.
At the end of March 2009, the cumulative sickness rate was 6.61% compared with
6.72% during 2007-2008. The long-term sickness rate across the Trust was 4.16%.
The Trust has implemented a new Management of Attendance Policy from 1st March 2009.
Source: ESR
Delayed Discharges April 2008 to March 2009
In 2008-2009 an average of 55 delayed discharges were reported at the end of each month,
compared with 54 during 2007-2008. The average proportion of beds occupied by delayed
discharges in 2008-2009 was 13.11%.
The Trust is working with Commissioners to resolve issues that lead to delays occurring.
Source: Epex
page 43
Local Services Data 2008-2009
Number of Consultant Outpatient and Face

to Face Consultant Community Contacts
Directorate Total
Adult Mental Health Acute Services 23,563
Alcohol Treatment Services 1,858
Brain Injuries Rehabilitation Unit 242
Drug Dependency Services 4,998
Forensic (Medium Secure) Services 247
Learning Disability Service 2,069
Older Peoples Services 11,482
Psychotherapy Services 656
Rathbone Rehab Centre 365
Total 45,480
There has been an increase in outpatient attendances and

consultant community contacts in 2008-2009 when
compared with 2007-2008. The Trust has continued to
improve access to the computerised clinical information
systems to improve electronic data capture. Source: Epex
Number of day hospital attendances
Directorate Total
Adult Mental Health Acute Services 4,551
Older Peoples Services 13,389
Total 17,940
There were 17,940 Day Hospital Attendances during 2008-2009.

Source: Epex
page 44
High Secure Data 2008-2009
Patient population by service as at 31st March 2009
Service Category No. % of

Patients Population
Admission & High Dependency Mental Health 45 21.23%
Personality Disorder 20 9.43%
Specialist Services Mental Health 93 43.87%
Personality Disorder 54 25.47%
Total 212 100%
The High Secure Service operates with wards of a maximum of 20 patients. The wards are split into
two service types; Admission and High Dependency, and Specialist Services to cater for specific
patient needs. The table indicates the number of patients cared for by service type as at 31st March
2009. The repatriation process between the three high secure hospitals is now complete, and
following the retraction process bed numbers have been fixed at 228 during 2008-2009.
Source: PACIS
Source of patient admission Outcome of referrals
Admission Source No. % of No. % of

Patients Admissions Patients Referrals
Prison 26 70.27% Withdrawn 1 1.45%
High Secure Hospital 1 2.70% Rejected 29 42.03%
Medium Secure Unit 10 27.03% Accepted 29 42.03%
Total 37 100% Open 10 14.49%
Referred 69 100%
This table shows the number of patients admitted to
High Secure Services in 2008-2009, and where they were Of the 69 patients referred for admission to the service in
admitted from. Eight of the patients admitted during 2008-2009, 29 were accepted. There was an increase in
2008-2009 were referred to the service in 2007-2008. referrals in 2008-2009 when compared to 2007-2008.
70.27% of patients admitted to High Secure services Source: PACIS and High Secure Service
during 2008-2009 came from prisons.
Source: PACIS and High Secure Service
Patients transferred/discharged by place Regional split of patients
No. % of No. % of
Destination Patients Discharges Region Patients Population
Medium Secure Unit 56 78.87% Eastern 2 0.75%
High Secure Hospital 8 11.27% London 7 2.61%
Prison 5 7.04% Northern 10 3.73%
Court 1 1.14% North West 126 47.01%
Deceased 1 1.14% South & West 1 0.37%
Total 71 100% South East 1 0.37%
Trent 1 0.37%
During 2008-2009, 71 patients were discharged from High Wales 54 20.15%
Secure Services. The table shows where these patients were West Midlands 63 23.51%
discharged/transferred to. There were a higher number of
discharges than in 2007-2008. The majority of High Secure Yorkshire 3 1.12%
patients discharged during 2008-2009 went to a medium Total 268 100%
secure unit (78.87%). The service has worked hard to
repatriate patients to Broadmoor and Rampton as The table shows the number of patients accessing High
appropriate and in line with modernisation plans. Secure Services in 2008-2009. From the information it can
Source: PACIS and High Secure Service be seen that the majority of patients came from the North
West and West Midlands regions (47.01% and 23.51%
respectively). Source: PACIS
page 45
STATEMENT OF THE CHIEF EXECUTIVE'S INDEPENDENT AUDITOR’S STATEMENT

RESPONSIBILITIES AS THE ACCOUNTABLE TO THE BOARD OF DIRECTORS OF
OFFICER OF THE TRUST MERSEY CARE NHS TRUST
The Secretary of State has directed that the Chief I have examined the summary financial statement
Executive should be the Accountable Officer to the which comprises an Income and Expenditure Account,
Trust. The relevant responsibilities of Accountable Balance Sheet, Statement of Total Recognised Gains
Officers are set out in the Accountable Officers and Losses, and Cash Flow Statement. This report is
Memorandum issued by the Department of Health. made solely to the Board of Directors of Mersey Care
These include ensuring that: NHS Trust in accordance with part II of the Audit
- there are effective management systems in place Commission Act 1998 and for no other purpose, as
to safeguard public funds and assets and assist in set out in paragraph 36 of the Statement of
the implementation of corporate governance; Responsibilities of Auditors and of Audited Bodys
prepared by the Audit Commission.
- value for money is achieved from the resources
available to the Trust; Respective responsibilities
of directors and auditor
- the expenditure and income of the Trust has been
applied to the purposes intended by Parliament The Directors are responsible for preparing the
and conform to the authorities which govern Annual Report.
them; My responsibility is to report to you my opinion on
- effective and sound financial management the consistency of the summary financial statements
systems are in place; and within the Annual Report with the statutory
financial statements.
- annual statutory accounts are prepared in a
format directed by the Secretary of State with I also read the other information contained in the
the approval of the Treasury to give a true and Annual Report and consider the implications for
fair view of the state of affairs as at the end of my report if I become aware of any misstatements
the financial year and the income and or material inconsistencies with the summary
expenditure, recognised gains and losses and financial statements.
cash flows for the year. Basis of Opinion
To the best of my knowledge and belief, I have I conducted my work in accordance with Bulletin
properly discharged the responsibilities set out in my 1999/6 ‘The auditors’ statement on the summary
letter of appointment as an accountable officer. financial statement’ issued by the Auditing Practices
Board. My report on the statutory financial statements
describes the basis of our audit opinion on those
financial statements.
Signed Opinion
In my opinion the summary financial statements is
Chief Executive consistent with the statutory financial statements of
the Trust for the year ended 31st March 2009.
Date: 10th June 2009

Signed:
Julian Farmer
Date: 10th June 2009
Officer of the Audit Commission

The Heath Technical and Business Park,
The Heath,
Runcorn
WA7 4QF
page 46
INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31st MARCH 2009
2008/09 2007/08
£000 £000
Income from activities 183,288 177,151
Other operating income 12,000 12,673
Operating expenses (187,907) (183,331)
OPERATING SURPLUS 7,381 6,493
Profit/(loss) on disposal of fixed assets (48) 0
SURPLUS BEFORE INTEREST 7,333 6,493
Interest receivable 398 685

Other finance costs - unwinding of discount (310) (286)
SURPLUS FOR THE FINANCIAL YEAR 7,421 6,892
Public dividend capital dividends payable (6,921) (6,392)
RETAINED SURPLUS FOR THE YEAR 500 500
STATEMENT OF TOTAL RECOGNISED GAINS

AND LOSSES FOR THE YEAR ENDED
31st MARCH 2009
2008/09 2007/08
£000 £000
Surplus for the financial year

before dividend payments 7,421 6,892
Fixed asset impairment losses 0 0
Unrealised surplus/(deficit) on
fixed asset revaluations/indexation (8,299) 12,724
Increases in the donated asset and

government grant reserve due to receipt
of donated and government grant financed assets 137 762
Additions/(reductions) in "other reserves" 0 0
Total recognised gains and losses for the financial year (741) 20,378
page 47
CASH FLOW STATEMENT FOR

THE YEAR ENDED 31st MARCH 2009
2008/09 2007/08
£000 £000 £000
OPERATING ACTIVITIES
Net cash inflow from operating activities 16,657 17,902
RETURNS ON INVESTMENTS AND

SERVICING OF FINANCE:
Interest received 398 685
Interest paid 0 0
Net cash inflow/(outflow) from returns on

investments and servicing of finance 398 685
CAPITAL EXPENDITURE
Payments to acquire tangible fixed assets (8,086) (13,362)
Payments to acquire intangible assets 0 (795)
Net cash inflow/(outflow) from capital expenditure (8,086) (14,157)
DIVIDENDS PAID (6,921) (6,392)
Net cash (outflow) before financing 2,048 (1,962)
FINANCING
Public dividend capital received 0 9,563
Public dividend capital repaid 0 (6,318)
Other capital receipts 136 0
Net cash inflow/(outflow) from financing 136 3,245
(Decrease)/increase in cash 2,184 1,283
page 48
Management costs
2008/09 2007/08
Management costs 11,854 11,252
Income 190,592 189,824
Managment costs are defined as those on the managment costs website at

www.dh.gov.uk/PolicyandGuidance/OrganisationPolicy/FinanceAndPlanning/NHSManagmentCosts/fs/en
Better Payment Practice Code

Measure of compliance
Number £000
Total non-NHS trade invoices paid in the year 38,769 47,812
Total non-NHS trade invoices paid within target 36,863 42,340
Percentage of non-NHS trade invoices paid within target 95% 89%
Total NHS trade invoices paid in the year 1,191 14,108

Total NHS trade invoices paid within target 803 11,049
Percentage of NHS trade invoices paid within target 67% 78%
The Better Payment Practice Code requires the Trust to aim to pay all valid non-NHS invoices
by the due date or within 30 days of receipt of goods or a valid invoice, whichever is later.
page 49
BALANCE SHEET AS AT 31st MARCH 2009
2008/2009 2007/2008
£000 £000
FIXED ASSETS
Intangible assets 517 676

Tangible assets 204,804 214,579
TOTAL FIXED ASSETS 205,321 215,255
CURRENT ASSETS
Stocks and work in progress 403 408

Debtors 2,706 4,406
Cash at bank and in hand 4,011 1,827
7,120 6,641
CREDITORS:
Amounts falling due within one year (10,592) (12,335)
NET CURRENT ASSAET/(IABILITIES) (3,472) (5,694)
TOTAL ASSETS LESS CURRENT LIABILITIES 201,849 209,561
CREDITORS:
Amounts falling due after more than one year 0 0
PROVISIONS FOR LIABILITIES AND CHARGES (16,375) (16,389)
TOTAL ASSETS EMPLOYED 185,474 193,172
FINANCED BY:
TAXPAYERS' EQUITY
Public dividend capital 57,161 57,161
Revaluation reserve 63,596 73,298
Government grant reserve 864 768
Other reserves 59,907 59,907
Income and expenditure reserve 3,946 2,038
TOTAL TAXPAYERS' EQUITY 185,474 193,172
The financial statements were approved by the Board on 10th June 2009 and signed on its
behalf by:
Signed: Date: 10th June 2009
Chief Executive
page 50
This Annual Report

Mersey Care consulted service users, carers and staff about the non-statutory content of this report
and welcomes ideas and feedback. If you have any comments please send them to us using the
contact details at the back of this report. This report is available in other formats on request.
A special thank-you to all the service users, References

carers and staff for taking part in our stencil
Department of Health and
graffiti art compositions.
British Institute of Human Rights:
They are:
Human Rights in Healthcare –
a framework for local action
Ged Carney and Beth Greenhill
Carol Legge Mersey Care NHS Trust:
Lee Kane Human Rights Strategy 2008-2011
Gary Hibbert
Mental Health Foundation:
Michael Dwerryhouse
Making Space for Spirituality
Dale Fogg
Tommy Jackson Mersey Care NHS Trust:
Garry Kinsey Human Rights Framework Project
Sarah Keen
British Institute of Human Rights:
The Human Rights Act – Changing Lives
Thanks to…
Mersey Care NHS Trust:
THE MANY PEOPLE WHO Guidelines for ‘Keeping me Safe
and Well’ screen
PROVIDED INFORMATION,
GAVE NTERVIEWS AND Department of Health:
Mental Health Act Overview
CO-OPERATED TO HELP
PRODUCE THIS HUMAN Mersey Care NHS Trust:
Involving Service Users and
RIGHTS-THEMED ANNUAL Carers the Mersey Care Way
REPORT.
World Health Organisation:
Mental Health and Human Rights Project
Joint Committee on Human Rights:
A Life Like Any Other? Human Rights
of Adults with Learning Disabilities
page 51

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MC AR 2009 FINAL:Layout 1 27/07/2009 16:23 Page 2

Respect is more than just good manners; respect is listening

People, art and values

We are proud to welcome A simpler way of keeping human rights in

Mental health patients are treated with the dignity of human

Mersey Care has given me back my self-respect and confidence to

Respecting others’ beliefs

Religious expression within mental health

Everyone has rights

Our aim is to bring the human rights values of fairness, respect,

I was a psychiatric social worker before I became unwell.

What is Mersey Care NHS Trust?

As many as one in four of the population will experience

Maximising investment in service for Working well with partner providers

Continually improving the way we

Things are much better now. One of the big things

EQUALITY, DIVERSITY AND HUMAN RIGHTS

Mental illness is not selective. Staff treat every individual equally

My psychologist has given me support to achieve autonomy

During 2008 - 2009 the post These included:

of Environmental Manager • Replacement boilers in Eliot, Forster,

Medium and High

No of Cleared in No of Cleared in No of Cleared in

Jul - Sept 2008 43 43 (100%) 45 45 (100%) 88 88 (83%)

Oct - Dec 2008 52 52 (100%) 48 48 (100%) 100 100 (88%)

Jan - Mar 2009 55 55 (100%) 46 46 (100%) 101 101 (100%)

Requests Outcome: Outcome: Outcome:

* One of the requests for review was forwarded by the Healthcare

MAKING EXPERIENCES COUNT

I’m a carer who helps interview people when something seriously

As a service user you have a right

SUMMARY OF PERSONAL DATA RELATED INCIDENTS

Category Nature of Incident Number

FINANCE DIRECTOR’S REPORT INCOME AND EXPENDITURE

2 To Operate Within the Capital

• £1.0 million for Crisis Resolution

The income received in 2008-2009 of £195.7 million

Chart 2 -Analysis of expenditure

Chart 3 - Staff numbers

Over the last year the numbers of

Table 1 – Analysis of Capital Expenditure

Capital Scheme £000

Better Payments Practice Code

Longer Term Outlook

THE TRUST BOARD

Alan Yates Chief Executive

Stephen Hawkins * 30.11.08

Other Senior Staff

Christine Hughes Director of Corporate Affairs

Jean Atkinson Staff Side 28.02.09

Mersey Care promotes autonomy by allowing people to make

Ms Karen Wilson Executive Director of Nursing and Care • Friend of SPLINTER

As a member of the Service User Research and Evaluation group I have

SENIOR MANAGERS’ REMUNERATION REPORT

7.Directors’ remuneration for the year ended 31st March 2009

Notes (bands of (bands of (rounded to (bands of (bands of (rounded to

7.2 Pension benefits

(Bands of £2500) (Bands of £5000) £000 To nearest

As non-executive directors do not receive pensionable remuneration,

Chief Executive 10th June 2009

Population Served by Mersey Care NHS Trust

Local Services population weighted for need (MINI 2000*)