TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s...

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TIME FOR ADVOCACY?

Transcript of TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s...

Page 1: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

TIME FOR ADVOCACY?

Page 2: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

Strong History • Bright Future Age Connects Wales is a mutual organisation that works for older people. Age Connects is the new operating title for Age Concern organisations who are not Age Cymru Brand Partners. We wish to maintain our ability to work collaboratively with those that share our purpose. Our primary objective is to campaign and infl uence. We will support our objectives by delivering common services to our members who are:

02 03

• Age Connects Cardiff and the Vale• Age Connects Morgannwg (covering RCT, Bridgend and Merthyr Tydfi l)• Age Connects Neath Port Talbot• Age Connects Torfaen

“We are engaged in local communities, delivering services, with experience and expertise devoted to tackling the challenges that older people face”

We have a collective turnover of some £5.5m and over 40 years of experience working with some of the most impoverished and isolated older people. We work in 11 of the 22 unitary authorities. The Public Health Observatory Wales (PHOW) data shows that (as of 2010) there were 223,400 people of 65 years and over living in these 10 areas.

“We are about developing a role that goes beyond the issue of health and social care to one that examines how older people access information, what their experiences of services are, and how their lives are affected by organisation policy and practice”

We aim to achieve this by listening to the views of older people and using these to help shift the view of ageing, to one where older age is regarded as a stage in the life course as valuable as any other.

Each member organisation has committed itself to work together to make improvements in the care and wellbeing of older people, challenging negative stereotypes of older people to remove the indignities some people suffer.

Connecting Wales • Connecting People.Each year, Age Connects Wales (ACW) members help in excess of 45,000 people directly and many more through our marketing and outreach strategies. Our aim is to provide older people throughout Wales with the assistance, support and services that they need to live a healthier, more active and independent life. Our philosophy is to make our services as accessible as possible, and we offer differing levels of support according to individual need. These include a number of preventative programmes, which focus on the individual’s perceptions of their own needs, whilst at the same time promoting positive ageing.• Age Connects North Wales Central

(Conwy and Denbighshire)• Age Connects North East Wales (Wrexham and Flintshire)

“We are willing to challenge the systemic, cultural, organisational attitudes that affect the lives of older people”

• Cultural - to value and respect the right of older people to make decisions

• Organisational - to ensure that organisations and employees value older people as customers

• Systemic - to ensure that processes and systems are older people friendly

“We are developing an organisation that is sustainable, by establishing an ambitious programme of volunteering within Age Connects Wales to further our aims”

At a local level, our members deliver over 30 different services, deploying over 150 full time equivalent staff with the added value of support of 560 volunteers. We conservatively estimate the value of volunteer effort in supporting our work is worth in excess of £2m per annum.

Many factors infl uence personal perceptions of health and wellbeing, and evidence indicates that the actions people take, and the way in which they think about their lives, have the biggest impact. We use the concept of the fi ve steps to wellbeing to inform our work:

1. Connect with the people around you 2. Remain active 3. Keep learning 4. Give to others5. Take notice of your feelings and thoughts

Services are designed with, and for older people, and consultation is conducted widely with older people, their carers, volunteers, commissionersand medical, health and social care professionals.Representation at forums and stakeholdergroups ensure members are well informed and maximise opportunities to improve the lives of older people. By using our holistic approach to service delivery, coupled with new innovative ideas, we are able to respond to the above and ensure we can offer a variety of services across Wales. This includes:

Independent Information and AdviceThis confi dential service offers a wide range of information and advice to help people live independently, stay in their own home and maximise their income.

Independent AdvocacyOur staff and volunteers will help with various advocacy matters, including safeguarding issues involving abuse or neglect.

VolunteeringVolunteering is essential to ACW members and we offer a wide range of opportunities. Currently we have over 500 active volunteers throughout Wales.

BefriendingOur befriending services aim to reduce loneliness and isolation for those with little or no socialnetworks. Volunteer led group befriending schemes encourage the formation of friendship groups and offer reciprocal and on-going support. For those unable to participate in community activities, we provide a telephone befriending service.

Nail CuttingThis convenient and chargeable service is availableat various outreach locations, with home visits available for those with mobility issues.

Activities We deliver a range of self-sustaining activities which improve physical and emotional health and well-being. These programmes encompass skill building, volunteering, learning, physical and social activities that keep people connected in their community and help them remain independent. Activities are delivered through a structured programme or allow participants to express their ‘Voice and Choice’ through service user consultation. Programmes are delivered through a number of channels which include ACW Centres, community facilities, day units, evening clubs and residential homes.

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

Strong History • Bright Future Age Connects Wales is a mutual organisation that works for older people. Age Connects is the new operating title for Age Concern organisations who are not Age Cymru Brand Partners. We wish to maintain our ability to work collaboratively with those that share our purpose. Our primary objective is to campaign and infl uence. We will support our objectives by delivering common services to our members who are:

02 03

• Age Connects Cardiff and the Vale• Age Connects Morgannwg (covering RCT, Bridgend and Merthyr Tydfi l)• Age Connects Neath Port Talbot• Age Connects Torfaen

“We are engaged in local communities, delivering services, with experience and expertise devoted to tackling the challenges that older people face”

We have a collective turnover of some £5.5m and over 40 years of experience working with some of the most impoverished and isolated older people. We work in 11 of the 22 unitary authorities. The Public Health Observatory Wales (PHOW) data shows that (as of 2010) there were 223,400 people of 65 years and over living in these 10 areas.

“We are about developing a role that goes beyond the issue of health and social care to one that examines how older people access information, what their experiences of services are, and how their lives are affected by organisation policy and practice”

We aim to achieve this by listening to the views of older people and using these to help shift the view of ageing, to one where older age is regarded as a stage in the life course as valuable as any other.

Each member organisation has committed itself to work together to make improvements in the care and wellbeing of older people, challenging negative stereotypes of older people to remove the indignities some people suffer.

Connecting Wales • Connecting People.Each year, Age Connects Wales (ACW) members help in excess of 45,000 people directly and many more through our marketing and outreach strategies. Our aim is to provide older people throughout Wales with the assistance, support and services that they need to live a healthier, more active and independent life. Our philosophy is to make our services as accessible as possible, and we offer differing levels of support according to individual need. These include a number of preventative programmes, which focus on the individual’s perceptions of their own needs, whilst at the same time promoting positive ageing.• Age Connects North Wales Central

(Conwy and Denbighshire)• Age Connects North East Wales (Wrexham and Flintshire)

“We are willing to challenge the systemic, cultural, organisational attitudes that affect the lives of older people”

• Cultural - to value and respect the right of older people to make decisions

• Organisational - to ensure that organisations and employees value older people as customers

• Systemic - to ensure that processes and systems are older people friendly

“We are developing an organisation that is sustainable, by establishing an ambitious programme of volunteering within Age Connects Wales to further our aims”

At a local level, our members deliver over 30 different services, deploying over 150 full time equivalent staff with the added value of support of 560 volunteers. We conservatively estimate the value of volunteer effort in supporting our work is worth in excess of £2m per annum.

Many factors infl uence personal perceptions of health and wellbeing, and evidence indicates that the actions people take, and the way in which they think about their lives, have the biggest impact. We use the concept of the fi ve steps to wellbeing to inform our work:

1. Connect with the people around you 2. Remain active 3. Keep learning 4. Give to others5. Take notice of your feelings and thoughts

Services are designed with, and for older people, and consultation is conducted widely with older people, their carers, volunteers, commissionersand medical, health and social care professionals.Representation at forums and stakeholdergroups ensure members are well informed and maximise opportunities to improve the lives of older people. By using our holistic approach to service delivery, coupled with new innovative ideas, we are able to respond to the above and ensure we can offer a variety of services across Wales. This includes:

Independent Information and AdviceThis confi dential service offers a wide range of information and advice to help people live independently, stay in their own home and maximise their income.

Independent AdvocacyOur staff and volunteers will help with various advocacy matters, including safeguarding issues involving abuse or neglect.

VolunteeringVolunteering is essential to ACW members and we offer a wide range of opportunities. Currently we have over 500 active volunteers throughout Wales.

BefriendingOur befriending services aim to reduce loneliness and isolation for those with little or no socialnetworks. Volunteer led group befriending schemes encourage the formation of friendship groups and offer reciprocal and on-going support. For those unable to participate in community activities, we provide a telephone befriending service.

Nail CuttingThis convenient and chargeable service is availableat various outreach locations, with home visits available for those with mobility issues.

Activities We deliver a range of self-sustaining activities which improve physical and emotional health and well-being. These programmes encompass skill building, volunteering, learning, physical and social activities that keep people connected in their community and help them remain independent. Activities are delivered through a structured programme or allow participants to express their ‘Voice and Choice’ through service user consultation. Programmes are delivered through a number of channels which include ACW Centres, community facilities, day units, evening clubs and residential homes.

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

Page 3: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

04 05

TIME FOR ADVOCACY? In 2012, the Big Lottery Fund in Wales (BIG) announced a £20 million investment in 30 projects via its AdvantAGE Programme. Nine of the 30 projects have come together to form the All Wales Advocacy Evaluation Network (AWAEN). Some early fi ndings from evaluations collated by Old Bell 3 for the Big lottery Funded Advocacy projects suggest:

• BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity of the older people’s advocacy ‘sector’ in Wales.

• There is a clear emphasis within the intended outcomes of the AdvantAGE advocacy projects on increasing the confi dence and emotional resilience of older people.

• There is also a clear emphasis on using increased confi dence to lead to older people having a better understanding of their rights and options.

• The projects are assisting benefi ciaries to make sure that their voices are heard on a wide range of issues that matter to them. Financial matters (including benefi ts) and accessing different types of services (such as care packages) stand out as the main issues advocates are helping out with.

• Early signs in relation to outcomes are encouraging. In particular, there is evidence to suggest that positive outcomes are being realised in relation to confi dence levels and feelings of independence being increased and improved, that benefi ciaries feel ‘more in control’ and are making more informed choices and are more aware of their rights and how to exercise them.

Age Connects Wales would like to thank the following people and organisations for the contribution they have made to this publication:

• Cathy Boyle - Age Cymru Swansea Bay• Chris Lazo - Age Connects Cardiff and the Vale of Glamorgan• Dr Mark Llewellyn - Welsh Institute of Health and Social Care (WIHSC)• The Strategic Insight Programme (SIP) and the Local Authorities who have participated in the SIP Project• Old Bell 3• Members of Age Connects Wales

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

INDEPENDENT ADVOCACY AND PROTECTION OF VULNERABLE ADULTS

Findings from a scoping study - May 2014

CONTEXTThe Social Services and Well-Being Bill received Royal Assent on 1st May 2014. The Bill will, among other things, give independent advocacy a prominence it has not previously enjoyed in Wales. The BIG Lottery Fund Wales opened its AdvantAGE funding for advocacy services in 2011. In response to this, nine services were funded across Wales. The Welsh Institute for Health and Social Care (WIHSC) at the University of South Wales, and others, have been commissioned to carry out evaluations of these services.

Building on this, additional funding was sought and secured to complete a scoping study, designed to inquire into the work of the independent advocates and how far their work is similar or different to that of the statutory sector in three respects:

1. Have the voluntary sector-led independent advocates delivered better outcomes for older people when compared with the statutory sector agencies?

2. Have the voluntary sector-led independent advocates delivered those outcomes in a more timely manner when compared with the statutory sector agencies?

3. Have the voluntary sector-led independent advocates delivered those outcomes in a more time effi cient manner when compared with the statutory sector agencies?

METHODThree key tasks were identifi ed to be undertaken as part of this study:

A. To meet with a range of relevant professionals within the third sector and public sector to establish whether the requisite data exists, and in what form it exists, in order to perform the proposed analysis;

B. Holding an independent panel (at which designated lead managers from three different local authority safeguarding services were present) to consider a series of case studies drawn from the work of independent advocates, to determine what the implications of this way of working have been; and

C. An analysis of the timelines (start date to end date) and resources inputted (total time input of advocates, their managers and others) in order to achieve the stated outcomes of three of the case studies presented to the panel; and then to compare this with similar cases from within the statutory sector providers to test the hypotheses described - 2 (left).

PROGRESS REPORTThe purpose of this short report is to provide initialfeedback on the view of the independent panel (stage 2), and to draw conclusions and explain the next steps for the study. The document has been prepared by Dr Mark Llewellyn, WIHSC, the lead researcher for this study. 1. The two programmes that are being evaluated by WIHSC, and by extension the two that have been at the forefront of this work, are the project in South East Wales managed by Age Connects Cardiff and the Vale, and delivered in partnership with Age Connects Morgannwg, Age Connects Torfaen and Age Cymru Gwent; and the programme in South West Wales managed by Age Cymru Swansea Bay, and delivered in partnership with Age Connects Morgannwg and Age Connects Neath Port Talbot.2. A small research grant of £2,500 was secured from the Strategic Insight Programme (SIP) for this purpose - for more on SIP, see http://www.siprogramme.org.uk/en/

04 05

TIME FOR ADVOCACY? In 2012, the Big Lottery Fund in Wales (BIG) announced a £20 million investment in 30 projects via its AdvantAGE Programme. Nine of the 30 projects have come together to form the All Wales Advocacy Evaluation Network (AWAEN). Some early fi ndings from evaluations collated by Old Bell 3 for the Big lottery Funded Advocacy projects suggest:

• BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity of the older people’s advocacy ‘sector’ in Wales.

• There is a clear emphasis within the intended outcomes of the AdvantAGE advocacy projects on increasing the confi dence and emotional resilience of older people.

• There is also a clear emphasis on using increased confi dence to lead to older people having a better understanding of their rights and options.

• The projects are assisting benefi ciaries to make sure that their voices are heard on a wide range of issues that matter to them. Financial matters (including benefi ts) and accessing different types of services (such as care packages) stand out as the main issues advocates are helping out with.

• Early signs in relation to outcomes are encouraging. In particular, there is evidence to suggest that positive outcomes are being realised in relation to confi dence levels and feelings of independence being increased and improved, that benefi ciaries feel ‘more in control’ and are making more informed choices and are more aware of their rights and how to exercise them.

Age Connects Wales would like to thank the following people and organisations for the contribution they have made to this publication:

• Cathy Boyle - Age Cymru Swansea Bay• Chris Lazo - Age Connects Cardiff and the Vale of Glamorgan• Dr Mark Llewellyn - Welsh Institute of Health and Social Care (WIHSC)• The Strategic Insight Programme (SIP) and the Local Authorities who have participated in the SIP Project• Old Bell 3• Members of Age Connects Wales

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

INDEPENDENT ADVOCACY AND PROTECTION OF VULNERABLE ADULTS

Findings from a scoping study - May 2014

CONTEXTThe Social Services and Well-Being Bill received Royal Assent on 1st May 2014. The Bill will, among other things, give independent advocacy a prominence it has not previously enjoyed in Wales. The BIG Lottery Fund Wales opened its AdvantAGE funding for advocacy services in 2011. In response to this, nine services were funded across Wales. The Welsh Institute for Health and Social Care (WIHSC) at the University of South Wales, and others, have been commissioned to carry out evaluations of these services.

Building on this, additional funding was sought and secured to complete a scoping study, designed to inquire into the work of the independent advocates and how far their work is similar or different to that of the statutory sector in three respects:

1. Have the voluntary sector-led independent advocates delivered better outcomes for older people when compared with the statutory sector agencies?

2. Have the voluntary sector-led independent advocates delivered those outcomes in a more timely manner when compared with the statutory sector agencies?

3. Have the voluntary sector-led independent advocates delivered those outcomes in a more time effi cient manner when compared with the statutory sector agencies?

METHODThree key tasks were identifi ed to be undertaken as part of this study:

A. To meet with a range of relevant professionals within the third sector and public sector to establish whether the requisite data exists, and in what form it exists, in order to perform the proposed analysis;

B. Holding an independent panel (at which designated lead managers from three different local authority safeguarding services were present) to consider a series of case studies drawn from the work of independent advocates, to determine what the implications of this way of working have been; and

C. An analysis of the timelines (start date to end date) and resources inputted (total time input of advocates, their managers and others) in order to achieve the stated outcomes of three of the case studies presented to the panel; and then to compare this with similar cases from within the statutory sector providers to test the hypotheses described - 2 (left).

PROGRESS REPORTThe purpose of this short report is to provide initialfeedback on the view of the independent panel (stage 2), and to draw conclusions and explain the next steps for the study. The document has been prepared by Dr Mark Llewellyn, WIHSC, the lead researcher for this study. 1. The two programmes that are being evaluated by WIHSC, and by extension the two that have been at the forefront of this work, are the project in South East Wales managed by Age Connects Cardiff and the Vale, and delivered in partnership with Age Connects Morgannwg, Age Connects Torfaen and Age Cymru Gwent; and the programme in South West Wales managed by Age Cymru Swansea Bay, and delivered in partnership with Age Connects Morgannwg and Age Connects Neath Port Talbot.2. A small research grant of £2,500 was secured from the Strategic Insight Programme (SIP) for this purpose - for more on SIP, see http://www.siprogramme.org.uk/en/

Page 4: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

06 07

THE CASE

Mr D, 71, was in receipt of a care package supplied by Social Services, his ability to self-care had declined and he was admitted to hospital as result of self-neglect. Mr D described his house as fi lthy and he was not in control. He had lived a “sheltered life” and was an only child. He had lived in the family home with his father until his father’s death. His sole income was from a sizable inheritance. He did not have any regular contact with social services and had engaged a private cleaner; he was also receiving meals on wheels and weekly visits from a volunteer befriender. He had no surviving relatives and lived alone. He was extremelyisolated and lived in a rural area with limited public transport. He had lent £2,000 to the ex-cleaner who had befriended him, this had never been repaid.

SUPPORT FROM ADVOCATE

Mr D was struggling to understand his fi nancial situation. He had signifi cant wealth and a considerableportfolio of assets. Mr D had taken advice from a fi nancial advisor which he did not understand. He was also struggling to maintain his independence and self-care, resulting in a seven month hospital admission. A series of falls and operations had left him with no confi dence to leave his house, he was also anxious about using the telephone. He was isolated and had left his fi nances to run unchecked.

Mr D showed his advocate a series of bank statements indicating direct debits which he didn’t understand. The advocate spent time assisting him with these statements. A monthly payment for £280.97 to Zurich insurance could not be explained. Mr D asked the advocate to contact the company. The debit was for life insurance which was taken out on the advice of his fi nancial advisor. The policy, at that time, would pay out £81,000 upon death. Mr D had already paid in £36,000. If the policy was surrendered he would only receive £14,000. Mr D had lent £2,000 to an ex-cleaner. The individual had since disappeared, with no further contact or money repaid. Mr D had declined to inform the police. With encouragement and support from the advocate Mr D contacted the ex-cleaner and requested the return of the £2,000. A payment plan was agreed.

A ‘cold-caller’ tried to persuade Mr D to have his driveway re-tarmacked. The caller was very persistentwhich Mr D found diffi cult to handle. Mr D confi ded to the advocate that he was regularly getting ‘cold callers’ and found them hard to deal with. The advocate gave the client general advice.

TRIGGER FOR ADVOCACY REFERRAL

Mr D had told his befriender that he felt he had no control over his bank accounts, showing the befriender accounts with tens of thousands of poundsin them as well as large debits on a regular basis. The befriender was concerned as Mr D had said he had shown the same statements to carers. The referral to an independent advocate was felt appropriate. The advocate would attempt to assist the client to be more fi nancially aware.

SAFEGUARDING CONSIDERATIONS

Mr D was in a vulnerable position and people had infl uenced his fi nancial affairs. The advocate had concerns that a number of people were aware of his considerable wealth, including carers, volunteers, a nail cutting service, private shopping agency, fi nancial advisors and his ex-cleaner who had appeared to have gained fi nancially. There had been fi nancial exploitation and abuse and it would appear that he had been miss-sold a life insurance policy, inappropriate to his needs. As a result of his limited knowledge and understanding of his fi nancial affairs, Mr D had allowed people to benefi t fi nancially from him and he was open to further fi nancial exploitation.

PROCESS AND OUTCOME

Mr D did not want statutory agencies involved. An action plan was agreed with Mr D which provided him with a greater understanding and systems to manage his affairs. The advocate provided a full detailed breakdown of Mr D’s fi nances that empowered and enabled him to make informed decisions. Consequently, with support, Mr D was able to regain fi nancial control and safeguard himself from further risk.

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

THE CASE

Ms R is in very good mental health, however due to a severe disability it is diffi cult for her to communicate, she is immobile and uses a wheelchair, and she is also unable to read or write. Ms R lived with her carer, who owned a Bed and Breakfast in the house adjoining Ms R’s, and was also her Power of Attorney (POA).

CASE STUDY 1

TRIGGER FOR ADVOCACY REFERRAL

Ms R was referred by the manager at the day care centre, as she wanted help changing her POA.

SUPPORT FROM ADVOCATE

The advocate helped Ms R to discuss the change of POA with her solicitor, as her current POA was moving. Ms R told the advocate that her POA was very bossy and was only giving her £20.00 a week out of her money, she also said that she thought she was ‘pocketing some of her money’. The advocate explained the options including raising a protectionissue, Ms R felt that she did not want to do this as she was frightened about changing her POA. She asked the advocate to gather as much information as possible about change of POA.

SAFEGUARDING CONSIDERATIONS

Ms R had decided she wanted to look after her own affairs. To do this the advocate liaised with the social worker, and was able to put in place a care package,and also arranged for Ms R to discuss stopping the POA with her bank, and appointing a new one.

Eventually Ms R gained the confi dence to tell the POA, with the advocate and the social worker present that she had decided to live independently and that she was also appointing a new POA, and therefore required her to move out of her home.

PROCESS AND OUTCOME

The new POA has been registered and the documenthas gone back for certifi cation. Ms R now has carers going in 3 times a day, and she goes out with a volunteer. The person who was her POA has now moved and has no contact at all with Ms R. Ms R feels more in control and independent about her situation.

WHAT THE PANEL DISCUSSED AND CONCLUDED

When discussing the case, panel members agreed that it was diffi cult to ascertain the precise nature of the outcome given the need to have some further information regarding the client’s fi nancial position. That said there was consensus that the emotional and psychological aspects of the case were very troubling and were well worth the advocate having explored to ensure that there were no further safeguarding issues. They suggested that the case may even have met the POVA referral criteria around emotional and psychological matters but more information would be needed to be certain about this. Positively, it was asserted that the close discussions between the advocate and the social worker demonstrated good partnership working and that they clearly had an excellent working relationship.

In terms of impact, the panel felt that the support offered to Ms R demonstrated the added value of having independent advocates working with older people in order to put their needs fi rst. Further more, the panel felt this case provided good evidence of where the voluntary sector advocacy service provided‘value for money’ when compared to statutory services. There was consensus that this case would have taken up much more time if the statutory agencies had been involved than was the case for the independent advocates.

The panel felt that the outcomes for Ms R would probably have been the same no matter which agency - statutory or voluntary - delivered the advocacy. They did, however, feel that “the path trodden was a better and quicker one” with the involvement of the independent advocates.

CASE STUDY 2

WHAT THE PANEL DISCUSSED AND CONCLUDED

The panel felt that this case would have probably met the criteria for a POVA referral, the lack of consentwould have been a barrier. If the case come to theattention of the local safeguarding manager it would have been signposted to a number of others to help reach a resolution, with potentially signifi cant resource implications. It was also felt this was a good example of where the independent advocates can do things that otherwise wouldn’t necessarily be done. One of the strengths of the advocates is that “they do the bit others haven’t got the time for, as it takes time to build trust” and the panel believed this case wouldn’t have been resolved if the independent advocate hadn’t been involved - “the nuances would have been missed”. The work was done in a timely and effective manner for a better outcome and experience for Mr D. The case represented a huge ‘value for money’.

06 07

THE CASE

Mr D, 71, was in receipt of a care package supplied by Social Services, his ability to self-care had declined and he was admitted to hospital as result of self-neglect. Mr D described his house as fi lthy and he was not in control. He had lived a “sheltered life” and was an only child. He had lived in the family home with his father until his father’s death. His sole income was from a sizable inheritance. He did not have any regular contact with social services and had engaged a private cleaner; he was also receiving meals on wheels and weekly visits from a volunteer befriender. He had no surviving relatives and lived alone. He was extremelyisolated and lived in a rural area with limited public transport. He had lent £2,000 to the ex-cleaner who had befriended him, this had never been repaid.

SUPPORT FROM ADVOCATE

Mr D was struggling to understand his fi nancial situation. He had signifi cant wealth and a considerableportfolio of assets. Mr D had taken advice from a fi nancial advisor which he did not understand. He was also struggling to maintain his independence and self-care, resulting in a seven month hospital admission. A series of falls and operations had left him with no confi dence to leave his house, he was also anxious about using the telephone. He was isolated and had left his fi nances to run unchecked.

Mr D showed his advocate a series of bank statements indicating direct debits which he didn’t understand. The advocate spent time assisting him with these statements. A monthly payment for £280.97 to Zurich insurance could not be explained. Mr D asked the advocate to contact the company. The debit was for life insurance which was taken out on the advice of his fi nancial advisor. The policy, at that time, would pay out £81,000 upon death. Mr D had already paid in £36,000. If the policy was surrendered he would only receive £14,000. Mr D had lent £2,000 to an ex-cleaner. The individual had since disappeared, with no further contact or money repaid. Mr D had declined to inform the police. With encouragement and support from the advocate Mr D contacted the ex-cleaner and requested the return of the £2,000. A payment plan was agreed.

A ‘cold-caller’ tried to persuade Mr D to have his driveway re-tarmacked. The caller was very persistentwhich Mr D found diffi cult to handle. Mr D confi ded to the advocate that he was regularly getting ‘cold callers’ and found them hard to deal with. The advocate gave the client general advice.

TRIGGER FOR ADVOCACY REFERRAL

Mr D had told his befriender that he felt he had no control over his bank accounts, showing the befriender accounts with tens of thousands of poundsin them as well as large debits on a regular basis. The befriender was concerned as Mr D had said he had shown the same statements to carers. The referral to an independent advocate was felt appropriate. The advocate would attempt to assist the client to be more fi nancially aware.

SAFEGUARDING CONSIDERATIONS

Mr D was in a vulnerable position and people had infl uenced his fi nancial affairs. The advocate had concerns that a number of people were aware of his considerable wealth, including carers, volunteers, a nail cutting service, private shopping agency, fi nancial advisors and his ex-cleaner who had appeared to have gained fi nancially. There had been fi nancial exploitation and abuse and it would appear that he had been miss-sold a life insurance policy, inappropriate to his needs. As a result of his limited knowledge and understanding of his fi nancial affairs, Mr D had allowed people to benefi t fi nancially from him and he was open to further fi nancial exploitation.

PROCESS AND OUTCOME

Mr D did not want statutory agencies involved. An action plan was agreed with Mr D which provided him with a greater understanding and systems to manage his affairs. The advocate provided a full detailed breakdown of Mr D’s fi nances that empowered and enabled him to make informed decisions. Consequently, with support, Mr D was able to regain fi nancial control and safeguard himself from further risk.

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

THE CASE

Ms R is in very good mental health, however due to a severe disability it is diffi cult for her to communicate, she is immobile and uses a wheelchair, and she is also unable to read or write. Ms R lived with her carer, who owned a Bed and Breakfast in the house adjoining Ms R’s, and was also her Power of Attorney (POA).

CASE STUDY 1

TRIGGER FOR ADVOCACY REFERRAL

Ms R was referred by the manager at the day care centre, as she wanted help changing her POA.

SUPPORT FROM ADVOCATE

The advocate helped Ms R to discuss the change of POA with her solicitor, as her current POA was moving. Ms R told the advocate that her POA was very bossy and was only giving her £20.00 a week out of her money, she also said that she thought she was ‘pocketing some of her money’. The advocate explained the options including raising a protectionissue, Ms R felt that she did not want to do this as she was frightened about changing her POA. She asked the advocate to gather as much information as possible about change of POA.

SAFEGUARDING CONSIDERATIONS

Ms R had decided she wanted to look after her own affairs. To do this the advocate liaised with the social worker, and was able to put in place a care package,and also arranged for Ms R to discuss stopping the POA with her bank, and appointing a new one.

Eventually Ms R gained the confi dence to tell the POA, with the advocate and the social worker present that she had decided to live independently and that she was also appointing a new POA, and therefore required her to move out of her home.

PROCESS AND OUTCOME

The new POA has been registered and the documenthas gone back for certifi cation. Ms R now has carers going in 3 times a day, and she goes out with a volunteer. The person who was her POA has now moved and has no contact at all with Ms R. Ms R feels more in control and independent about her situation.

WHAT THE PANEL DISCUSSED AND CONCLUDED

When discussing the case, panel members agreed that it was diffi cult to ascertain the precise nature of the outcome given the need to have some further information regarding the client’s fi nancial position. That said there was consensus that the emotional and psychological aspects of the case were very troubling and were well worth the advocate having explored to ensure that there were no further safeguarding issues. They suggested that the case may even have met the POVA referral criteria around emotional and psychological matters but more information would be needed to be certain about this. Positively, it was asserted that the close discussions between the advocate and the social worker demonstrated good partnership working and that they clearly had an excellent working relationship.

In terms of impact, the panel felt that the support offered to Ms R demonstrated the added value of having independent advocates working with older people in order to put their needs fi rst. Further more, the panel felt this case provided good evidence of where the voluntary sector advocacy service provided‘value for money’ when compared to statutory services. There was consensus that this case would have taken up much more time if the statutory agencies had been involved than was the case for the independent advocates.

The panel felt that the outcomes for Ms R would probably have been the same no matter which agency - statutory or voluntary - delivered the advocacy. They did, however, feel that “the path trodden was a better and quicker one” with the involvement of the independent advocates.

CASE STUDY 2

WHAT THE PANEL DISCUSSED AND CONCLUDED

The panel felt that this case would have probably met the criteria for a POVA referral, the lack of consentwould have been a barrier. If the case come to theattention of the local safeguarding manager it would have been signposted to a number of others to help reach a resolution, with potentially signifi cant resource implications. It was also felt this was a good example of where the independent advocates can do things that otherwise wouldn’t necessarily be done. One of the strengths of the advocates is that “they do the bit others haven’t got the time for, as it takes time to build trust” and the panel believed this case wouldn’t have been resolved if the independent advocate hadn’t been involved - “the nuances would have been missed”. The work was done in a timely and effective manner for a better outcome and experience for Mr D. The case represented a huge ‘value for money’.

Page 5: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

08 09

For more informaiton on this project, please contact Dr Mark Llewellyn, Deputy Director, WIHSC, University of South Wales: [email protected]

Or Jeff Hawkins, Chief Executive: [email protected]

The panel was constituted of 10 members, three of whom are designated lead managers for safeguarding within three Welsh local authorities - the others were either advocates, those who manage the advocacy services or researchers. The conclusions reached below are based on the discussions described above, and drawn from the many years of their experience in safeguarding older people. There were three main questions that emerged through the discussion. These are presented below with the conclusion of the panel provided in red.

1. Have the voluntary sector-led independent advocates delivered better outcomes for older people when compared with the statutory sector agencies?

The panel concluded that it was highly likely that the experience of older people (not least because of the issues under 2 and 3 below) was better under the auspices of the independent advocates, rather than the statutory sector. This was most vividly described by one of the panel members who stated that with the independent advocates, the older people have “trodden a much nicer path”.

2. Have the voluntary sector-led independent advocates delivered those outcomes in a more timely manner when compared with the statutory sector agencies?

In short, the panel was defi nitive in its assessment that the independent advocates provided a much more timely service than would have been the case if these older people had been assessed by the local authority. This was identifi ed in two particular ways. Firstly, it was determined that the independent advocates started the cases without the delays and waiting lists that would have been the case for the statutory agencies; and secondly, that the overall timeline from beginning to end was much shorter than would have been the case otherwise.

3. Have the voluntary sector-led independent advocates delivered those outcomes in a more time effi cient manner when compared with the statutory sector agencies?

In addition to their services being more timely, it was decided and concluded that the independent advocacy services provided more time effi cient services than would have been the case for the statutory services. The specifi c time saving was not possible to determine, but it was a unanimous conclusion that the total amount of time inputted was less than it would have been for the statutory sector.

WHAT NEXT?

We think that the next step for this work - which was a key outcome of the panel discussion - is to undertake some analysis to identify similarities and differences in the timelines and resources inputtedbetween the work of the statutory sector and the independent advocates. This might take one of two forms: either by ‘matching cases’ to identify similar sets of circumstances to the three case studies that have been worked and then comparing them; or perhaps more straightforwardly would be for local authority colleagues to provide an estimate of the kinds of timelines and resource inputs they would expect if the three case studies had landed on their desks.

We are acutely aware of the sensitivities in this area, but there were two consistent messages that came from the panel discussion that merit further exploration- that prima facie the independent advocates achieved outcomes more quickly, and with less input of time than could have been said for public authorities.This is now what we are proposing to test.

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

THE CASE

Mrs R is 73 years old. Following a serious accident she has frontal lobe damage, visual impairment, recoveringfrom a stroke and been in hospital for 13 weeks. Mrs R has a daughter who lives in New Zealand and an elderly cousin but no other family support. Her husband died in 2010 and her husband’s friend (and neighbour) began supporting Mrs R with her fi nancial affairs. Mrs R feels that his initial ‘help’ has progressed into a controlling, domineering relationship with misplaced authority over his management of all of her income and expenditure. Mrs R states that the friend has systematically bullied her into a position whereby he now has full control of her fi nances. There is no question regarding mental capacity. Mrs R is fully capacitated and is able to make independent decisions and manage her fi nances.

TRIGGER FOR ADVOCACY REFERRAL

A hospital social worker made the referral to the advocacy reporting that the friend holds all of her bank/building society account cards, cheque books, passbooks, PIN numbers and statements/documentation relating to the same. He also holds £1,000 cash and all of her valuable jewellery in a safe in his property and frequently refuses Mrs R access. The friend holds keys to Mrs R’s home and all her mail. Mrs R wants all items returned. Whilst in hospital the friend removed the key safe from outside of Mrs R’s property thus preventing anyone else entering her home. Mrs R also disclosed that the friend had insisted that he should be executor to her will and his wife named as a benefi ciary. Finally, while hospitalised the friend had brought her a completed Lasting Power of Attorney application form and he had instructed her to sign.

SUPPORT FROM ADVOCATE

The social worker felt that a referral should be made to the safeguarding team and strongly suggested that the advocate should make the referral. However, the advocate preferred to discuss with Mrs R alternative options. Mrs R made it clear that her aim was to regain control of her fi nancial affairs and the advocate discussed possible options:

• Supporting and empowering Mrs R to confi dently challenge the friend • The advocate writing to the friend stating her wishes • Submitting a VA1 POVA referral to the safeguarding team.

Mrs R chose to telephone the friend in the presence of the advocate who encouraged and gave her confi dence to be strong and reassert her request that all of her property and belongings be returned.

PROCESS AND OUTCOME

A POVA referral was viable, however, the advocacy intervention was successful and Mrs R’s property was returned. Had this not been the case permissionhad been obtained for a POVA referral. Mrs R declined to sign an LPA.

Mrs R advised the advocate that she has since discovered that there were still some bank statementsmissing and also one item of jewellery. The advocate wrote to the neighbour seeking immediate return of the outstanding items, following this all the items have been returned. Mrs R has been discharged from hospital and the case is now closed.

WHAT THE PANEL DISCUSSED AND CONCLUDED

The panel agreed that the actions carried out by the advocate might have been undertaken by a social worker - “the advocate did their work on this case”. They felt that the social worker was not as strong asthey needed to be. They agreed that this would have met the threshold for a POVA referral, and that the failings were about the lack of multi-agency working.

The panel agreed that involvement of the statutory sector would have been more circuitous than that of the advocate and that the work of the independent advocates had foreshortened the case. Overall the support had been delivered in a timely and effective manner.

CASE STUDY 3 CONCLUSIONS

SAFEGUARDING CONSIDERATIONS

POVA considerations included:

• Emotional abuse, intimidation and bullying relating to fi nances

• Undue pressure exerted to appoint executor to will and bequeath a legacy to friend’s wife• Infl uencing a vulnerable adult to appoint the friend as her LPA• Withholding access to fi nances and personal properties i.e. jewellery, cheque book, bank details

There appeared to be no imminent risk, however Mrs R feared that the friends controlling behaviour had escalated in recent months and action was needed in order to prevent further risk.

08 09

For more informaiton on this project, please contact Dr Mark Llewellyn, Deputy Director, WIHSC, University of South Wales: [email protected]

Or Jeff Hawkins, Chief Executive: [email protected]

The panel was constituted of 10 members, three of whom are designated lead managers for safeguarding within three Welsh local authorities - the others were either advocates, those who manage the advocacy services or researchers. The conclusions reached below are based on the discussions described above, and drawn from the many years of their experience in safeguarding older people. There were three main questions that emerged through the discussion. These are presented below with the conclusion of the panel provided in red.

1. Have the voluntary sector-led independent advocates delivered better outcomes for older people when compared with the statutory sector agencies?

The panel concluded that it was highly likely that the experience of older people (not least because of the issues under 2 and 3 below) was better under the auspices of the independent advocates, rather than the statutory sector. This was most vividly described by one of the panel members who stated that with the independent advocates, the older people have “trodden a much nicer path”.

2. Have the voluntary sector-led independent advocates delivered those outcomes in a more timely manner when compared with the statutory sector agencies?

In short, the panel was defi nitive in its assessment that the independent advocates provided a much more timely service than would have been the case if these older people had been assessed by the local authority. This was identifi ed in two particular ways. Firstly, it was determined that the independent advocates started the cases without the delays and waiting lists that would have been the case for the statutory agencies; and secondly, that the overall timeline from beginning to end was much shorter than would have been the case otherwise.

3. Have the voluntary sector-led independent advocates delivered those outcomes in a more time effi cient manner when compared with the statutory sector agencies?

In addition to their services being more timely, it was decided and concluded that the independent advocacy services provided more time effi cient services than would have been the case for the statutory services. The specifi c time saving was not possible to determine, but it was a unanimous conclusion that the total amount of time inputted was less than it would have been for the statutory sector.

WHAT NEXT?

We think that the next step for this work - which was a key outcome of the panel discussion - is to undertake some analysis to identify similarities and differences in the timelines and resources inputtedbetween the work of the statutory sector and the independent advocates. This might take one of two forms: either by ‘matching cases’ to identify similar sets of circumstances to the three case studies that have been worked and then comparing them; or perhaps more straightforwardly would be for local authority colleagues to provide an estimate of the kinds of timelines and resource inputs they would expect if the three case studies had landed on their desks.

We are acutely aware of the sensitivities in this area, but there were two consistent messages that came from the panel discussion that merit further exploration- that prima facie the independent advocates achieved outcomes more quickly, and with less input of time than could have been said for public authorities.This is now what we are proposing to test.

CHANGING ATTITUDES • IMPROVING LIVES CHANGING ATTITUDES • IMPROVING LIVES

THE CASE

Mrs R is 73 years old. Following a serious accident she has frontal lobe damage, visual impairment, recoveringfrom a stroke and been in hospital for 13 weeks. Mrs R has a daughter who lives in New Zealand and an elderly cousin but no other family support. Her husband died in 2010 and her husband’s friend (and neighbour) began supporting Mrs R with her fi nancial affairs. Mrs R feels that his initial ‘help’ has progressed into a controlling, domineering relationship with misplaced authority over his management of all of her income and expenditure. Mrs R states that the friend has systematically bullied her into a position whereby he now has full control of her fi nances. There is no question regarding mental capacity. Mrs R is fully capacitated and is able to make independent decisions and manage her fi nances.

TRIGGER FOR ADVOCACY REFERRAL

A hospital social worker made the referral to the advocacy reporting that the friend holds all of her bank/building society account cards, cheque books, passbooks, PIN numbers and statements/documentation relating to the same. He also holds £1,000 cash and all of her valuable jewellery in a safe in his property and frequently refuses Mrs R access. The friend holds keys to Mrs R’s home and all her mail. Mrs R wants all items returned. Whilst in hospital the friend removed the key safe from outside of Mrs R’s property thus preventing anyone else entering her home. Mrs R also disclosed that the friend had insisted that he should be executor to her will and his wife named as a benefi ciary. Finally, while hospitalised the friend had brought her a completed Lasting Power of Attorney application form and he had instructed her to sign.

SUPPORT FROM ADVOCATE

The social worker felt that a referral should be made to the safeguarding team and strongly suggested that the advocate should make the referral. However, the advocate preferred to discuss with Mrs R alternative options. Mrs R made it clear that her aim was to regain control of her fi nancial affairs and the advocate discussed possible options:

• Supporting and empowering Mrs R to confi dently challenge the friend • The advocate writing to the friend stating her wishes • Submitting a VA1 POVA referral to the safeguarding team.

Mrs R chose to telephone the friend in the presence of the advocate who encouraged and gave her confi dence to be strong and reassert her request that all of her property and belongings be returned.

PROCESS AND OUTCOME

A POVA referral was viable, however, the advocacy intervention was successful and Mrs R’s property was returned. Had this not been the case permissionhad been obtained for a POVA referral. Mrs R declined to sign an LPA.

Mrs R advised the advocate that she has since discovered that there were still some bank statementsmissing and also one item of jewellery. The advocate wrote to the neighbour seeking immediate return of the outstanding items, following this all the items have been returned. Mrs R has been discharged from hospital and the case is now closed.

WHAT THE PANEL DISCUSSED AND CONCLUDED

The panel agreed that the actions carried out by the advocate might have been undertaken by a social worker - “the advocate did their work on this case”. They felt that the social worker was not as strong asthey needed to be. They agreed that this would have met the threshold for a POVA referral, and that the failings were about the lack of multi-agency working.

The panel agreed that involvement of the statutory sector would have been more circuitous than that of the advocate and that the work of the independent advocates had foreshortened the case. Overall the support had been delivered in a timely and effective manner.

CASE STUDY 3 CONCLUSIONS

SAFEGUARDING CONSIDERATIONS

POVA considerations included:

• Emotional abuse, intimidation and bullying relating to fi nances

• Undue pressure exerted to appoint executor to will and bequeath a legacy to friend’s wife• Infl uencing a vulnerable adult to appoint the friend as her LPA• Withholding access to fi nances and personal properties i.e. jewellery, cheque book, bank details

There appeared to be no imminent risk, however Mrs R feared that the friends controlling behaviour had escalated in recent months and action was needed in order to prevent further risk.

Page 6: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

08442 640670 www.olderpeoplewales.com

The Older People’s Commissioner for Wales is an independent voice and champion for older people across

Wales, standing up and speaking out on their behalf.

The Commissioner works to ensure that those who are vulnerable and at risk are kept safe and ensures that all older people have

a voice that is heard, that they have choice and control, that they don’t feel isolated or discriminated against and that they receive

the support and services they need.

Working to make Wales a good place to grow older - not just for some but for everyone.

For more information about the work of the Older People’s Commissioner for Wales, visit www.olderpeoplewales.com

or call 08442 640 670

Follow the Commissioner on Twitter: @talkolderpeople

An independent voice and champion for older people across Wales

10 11

WELSH REABLEMENT ALLIANCE: CAMPAIGNING TO KEEP PEOPLE INDEPENDENTThe Welsh Reablement Alliance is an alliance of 20 third sector, care provider and professional organisations. We campaign to promote the benefi ts of consistent, effective, integrated services which enable people to maximise their ability to live as independently as possible.

What is reablement? Reablement focuses on what people can do, rather than what they can’t and helps people todo things for themselves to maximise their abilityto live life as independently as possible. It’s an outcome-focused, personalised approach, whereby the person using the service sets their own goals and is supported by a reablement team to achieve them over a limited period.

• 70% of all individuals who receive reablement do not need any ongoing care

• “Reablement is key because it appears to be welcomed by people receiving the service, and represents an investment that may produce savings”.

High quality, co-productive and skilled assessment to establish the specifi c goals of the service user. This should be undertaken by a trained practitioner with the right skills and abilities to determine an effective programme.

Inclusion of physical, social, environmental and emotional factors to ensure a person’s wellbeing and independence.

There is a clear evidence base for effective reablement. Programme content must be right for the individual to achieve their own goals. Organisations seeking to constrain the content of programmes, or deliver least cost programmes will see poorer outcome and benefi t return.

Integration and collaborative working between health, housing and social services.

Appropriate collaboration with services provided by the third and private sector.

As recommended by the SSIA, health and social care leaders must commit to joint funding to maximise the outcomes for people and service budgets.

Strong leadership of commissioning, and delivery with adequate joint funding to deliver sustainable outcomes. Evaluation must incorporate qualitative, social and fi nancial service outcomes.

SSIA (2013) Position Statement on Reablement Services in Wales Social Care Institute for Excellence (SCIE) (2011). At a glance 46: Reablement: A key role for occupational therapists London: SCIE Ibid

The requirements for effective reablement: Services focussed on prevention and early intervention to avert possible crises.

Easy, timely, direct access to targeted reablement services helps people to maintain ability in the long term.

A positive, enabling, co-productive approach by all:

• a trained workforce with an ethos of ‘working with’ people, rather than ‘doing to’ them:

• the active participation of the service user and their family;

• information and support for families and carers.

08442 640670 www.olderpeoplewales.com

The Older People’s Commissioner for Wales is an independent voice and champion for older people across

Wales, standing up and speaking out on their behalf.

The Commissioner works to ensure that those who are vulnerable and at risk are kept safe and ensures that all older people have

a voice that is heard, that they have choice and control, that they don’t feel isolated or discriminated against and that they receive

the support and services they need.

Working to make Wales a good place to grow older - not just for some but for everyone.

For more information about the work of the Older People’s Commissioner for Wales, visit www.olderpeoplewales.com

or call 08442 640 670

Follow the Commissioner on Twitter: @talkolderpeople

An independent voice and champion for older people across Wales

10 11

WELSH REABLEMENT ALLIANCE: CAMPAIGNING TO KEEP PEOPLE INDEPENDENTThe Welsh Reablement Alliance is an alliance of 20 third sector, care provider and professional organisations. We campaign to promote the benefi ts of consistent, effective, integrated services which enable people to maximise their ability to live as independently as possible.

What is reablement? Reablement focuses on what people can do, rather than what they can’t and helps people todo things for themselves to maximise their abilityto live life as independently as possible. It’s an outcome-focused, personalised approach, whereby the person using the service sets their own goals and is supported by a reablement team to achieve them over a limited period.

• 70% of all individuals who receive reablement do not need any ongoing care

• “Reablement is key because it appears to be welcomed by people receiving the service, and represents an investment that may produce savings”.

High quality, co-productive and skilled assessment to establish the specifi c goals of the service user. This should be undertaken by a trained practitioner with the right skills and abilities to determine an effective programme.

Inclusion of physical, social, environmental and emotional factors to ensure a person’s wellbeing and independence.

There is a clear evidence base for effective reablement. Programme content must be right for the individual to achieve their own goals. Organisations seeking to constrain the content of programmes, or deliver least cost programmes will see poorer outcome and benefi t return.

Integration and collaborative working between health, housing and social services.

Appropriate collaboration with services provided by the third and private sector.

As recommended by the SSIA, health and social care leaders must commit to joint funding to maximise the outcomes for people and service budgets.

Strong leadership of commissioning, and delivery with adequate joint funding to deliver sustainable outcomes. Evaluation must incorporate qualitative, social and fi nancial service outcomes.

SSIA (2013) Position Statement on Reablement Services in Wales Social Care Institute for Excellence (SCIE) (2011). At a glance 46: Reablement: A key role for occupational therapists London: SCIE Ibid

The requirements for effective reablement: Services focussed on prevention and early intervention to avert possible crises.

Easy, timely, direct access to targeted reablement services helps people to maintain ability in the long term.

A positive, enabling, co-productive approach by all:

• a trained workforce with an ethos of ‘working with’ people, rather than ‘doing to’ them:

• the active participation of the service user and their family;

• information and support for families and carers.

Page 7: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

I gael mwy o wybodaeth am waith sefydliadau Age Connects lleol neu Age Connects Cymru cysylltwch â:

Age Connects TorfaenFfôn: 01495 769 264

www.ageconcerntorfaen.org

Age Connects Castell-nedd Port Talbot

Ffôn: 01792 818 200www.acnpt.org.uk

Age Connects Caerdydd a’r Fro

Ffôn: 02920 683 600www.ageconnectscardiff.org.uk

@AgeConcernTorf Age Connects Torfaen

@AgeConnectsNPT Age Connects Neath Port Talbot

@AgeConnectsCardiff Age Connects Cardiff and the Vale

Age Connects MorgannwgFfôn: 01443 490 650

www.acmorgannwg.org.uk

@ACMorgannwg Age Connects Morgannwg

Age Connects Gogledd-ddwyrain Cymru

Ffôn: 08450 549 969www.acnew.org.uk

@AgeConnectsNEWales Age Connects North East Wales

Age Connects Gogledd Cymru Canolog

Ffôn: 01745 816 947www.ageconnectsnwc.org

@ageconnectsnwc Age Connects North Wales Central

12

For more information on the work of local Age Connects organisations or Age Connects Wales please contact:

Age Connects TorfaenTel: 01495 769 264

www.ageconcerntorfaen.org

Age Connects Neath Port TalbotTel: 01792 818 200www.acnpt.org.uk

Age Connects Cardiff and the Vale of Glamorgan

Tel: 02920 683 600www.ageconnectscardiff.org.uk

@AgeConcernTorf Age Connects Torfaen

@AgeConnectsNPT Age Connects Neath Port Talbot

@AgeConnectsCardiff Age Connects Cardiff and the Vale

Age Connects MorgannwgTel: 01443 490 650

www.acmorgannwg.org.uk

@ACMorgannwg Age Connects Morgannwg

Age Connects North East WalesTel: 08450 549 969www.acnew.org.uk

@AgeConnectsNEWales Age Connects North East Wales

Age Connects North Wales Central

Tel: 01745 816 947www.ageconnectsnwc.org

@ageconnectsnwc Age Connects North Wales Central

12

Page 8: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

08442 640670 www.olderpeoplewales.com

Mae’r Comisiynydd yn gweithio i sicrhau bod y rheini sy’n agored i niwed ac mewn perygl yn cael eu cadw’n ddiogel ac mae’n

ganddynt ddewis a rheolaeth. Mae’n sicrhau nad ydyn nhw’n teimlo’n ynysig nac yn teimlo bod pobl yn gwahaniaethu yn eu

hangen arnyn nhw.

Yn gweithio i wneud Cymru yn lle da i heneiddio - nid dim ond i ambell un, ond i bawb.

Llais ac eiriolwr annibynnol ar gyfer pobl hŷn ledled Cymru

CYNGHRAIR AIL-ALLUOGI CYMRU: YMGYRCHU I GADW POBL YN ANNIBYNNOL Mae Cynghrair Ail-alluogi Cymru’n gynghrair o 20 sefydliad trydydd sector, darparwyr gofal a phroffesiynol. Rydym yn ymgyrchu i hyrwyddo manteision gwasanaethau cyson, effeithiol, integredig sy’n galluogi pobl i wneud y mwyaf o’u gallu i fyw mor annibynnol â phosibl.

Beth yw ail-alluogi? Mae ail-alluogi’n canolbwyntio ar yr hyn y gall pobl ei wneud, yn hytrach na’r hyn na allant ac yn helpu pobl i wneud pethau drostynt eu hunain i wneud y gorau o’u gallu i fyw bywyd mor annibynnol â phosibl. Mae’n ddull personolsy’n canolbwyntio ar ganlyniad, lle mae’r unigolynsy’n defnyddio’r gwasanaeth yn gosod eu targedaueu hunain ac yn cael eu cefnogi gan dîm ail-alluogi i’w cyfl awni dros gyfnod cyfyngedig.

• Nid oes angen gofal parhaus ar 70% o’r holl unigolion sy’n derbyn ail-alluogi

• Mae ail-alluogi’n allweddol oherwydd ymddengys ei fod yn cael ei groesawu gan y bobl sy’n derbyn y gwasanaeth, ac yn cynrychioli buddsoddiad a allai gynhyrchu arbedion”

Asesiad uchel ei ansawdd, cyd-gynhyrchiol a medrus i nodi golau penodol y defnyddiwr gwasanaeth. Dylid gwneud hyn gan ymarferwr a hyfforddwyd gyda’r sgiliau a’r galluoedd cywir i benderfynu ar raglen effeithiol.

Cynnwys ffactorau corfforol, cymdeithasol, amgylcheddol ac emosiynol i sicrhau lles ac annibyniaeth unigolyn.

Mae sail tystiolaeth glir ar gyfer Ail-alluogi effeithiol. Rhaid i gynnwys y rhaglen fod yn iawn i’r unigolyn i gyrraedd eu golau eu hunain. Bydd sefydliadau sy’n ceisio cyfyngu ar gynnwys rhaglenni, neu ddarparu rhaglenni gyda’r gost isaf yn profi canlyniadau a budd is.

Integreiddio a chydweithio rhwng gwasanaethau iechyd, tai a’r gwasanaethau cymdeithasol.

Cydweithio priodol gyda’r gwasanaethau a ddarperir gan y trydydd sector a’r sector preifat.

Fel yr argymhellwyd gan yr SSIA rhaid i arweinwyr iechyd a gofal cymdeithasol ymrwymo i gyllido ar y cyd i wneud y mwyaf o’r canlyniadau i bobl a chyllidebau gwasanaeth.

Arweinyddiaeth gadarn gyda chomisiynu, a darparu gyda chyllid ar y cyd digonol i sicrhau canlyniadau cynaliadwy. Rhaid i werthuso ymgorffori canlyniadau gwasanaeth ansoddol, cymdeithasol ac ariannol.

SSIA (2013) Position Statement on Reablement Services in Wales Social Care Institute for Excellence (SCIE) (2011). At a glance 46: Reablement: A key role for occupational therapists London: SCIE Ibid

Y gofynion ar gyfer Ail-alluogi effeithiol: Gwasanaethau sy’n canolbwyntio ar atal ac ymyrraeth gynnar i osgoi argyfyngau posibl.

Mae mynediad hawdd, amserol, uniongyrchol i wasanaethau ail-alluogi a dargedir yn helpu pobl i gadw gallu yn y tymor hir.

Dull cadarnhaol, cyd-gynhyrchiol sy’n galluogi gan bawb:

• gweithlu a hyfforddwyd gydag ethos o ‘weithio gyda’ phobl yn hytrach na ‘gwneud iddynt’:

• y defnyddiwr gwasanaeth a’u teulu’n cymryd rhan;

• gwybodaeth a chefnogaeth i deuluoedd a gofalwyr.

1011 NEWID AGWEDDAU • GWELLA BYWYDAU

08442 640670 www.olderpeoplewales.com

Mae’r Comisiynydd yn gweithio i sicrhau bod y rheini sy’n agored i niwed ac mewn perygl yn cael eu cadw’n ddiogel ac mae’n

ganddynt ddewis a rheolaeth. Mae’n sicrhau nad ydyn nhw’n teimlo’n ynysig nac yn teimlo bod pobl yn gwahaniaethu yn eu

hangen arnyn nhw.

Yn gweithio i wneud Cymru yn lle da i heneiddio - nid dim ond i ambell un, ond i bawb.

Llais ac eiriolwr annibynnol ar gyfer pobl hŷn ledled Cymru

CYNGHRAIR AIL-ALLUOGI CYMRU: YMGYRCHU I GADW POBL YN ANNIBYNNOL Mae Cynghrair Ail-alluogi Cymru’n gynghrair o 20 sefydliad trydydd sector, darparwyr gofal a phroffesiynol. Rydym yn ymgyrchu i hyrwyddo manteision gwasanaethau cyson, effeithiol, integredig sy’n galluogi pobl i wneud y mwyaf o’u gallu i fyw mor annibynnol â phosibl.

Beth yw ail-alluogi? Mae ail-alluogi’n canolbwyntio ar yr hyn y gall pobl ei wneud, yn hytrach na’r hyn na allant ac yn helpu pobl i wneud pethau drostynt eu hunain i wneud y gorau o’u gallu i fyw bywyd mor annibynnol â phosibl. Mae’n ddull personolsy’n canolbwyntio ar ganlyniad, lle mae’r unigolynsy’n defnyddio’r gwasanaeth yn gosod eu targedaueu hunain ac yn cael eu cefnogi gan dîm ail-alluogi i’w cyfl awni dros gyfnod cyfyngedig.

• Nid oes angen gofal parhaus ar 70% o’r holl unigolion sy’n derbyn ail-alluogi

• Mae ail-alluogi’n allweddol oherwydd ymddengys ei fod yn cael ei groesawu gan y bobl sy’n derbyn y gwasanaeth, ac yn cynrychioli buddsoddiad a allai gynhyrchu arbedion”

Asesiad uchel ei ansawdd, cyd-gynhyrchiol a medrus i nodi golau penodol y defnyddiwr gwasanaeth. Dylid gwneud hyn gan ymarferwr a hyfforddwyd gyda’r sgiliau a’r galluoedd cywir i benderfynu ar raglen effeithiol.

Cynnwys ffactorau corfforol, cymdeithasol, amgylcheddol ac emosiynol i sicrhau lles ac annibyniaeth unigolyn.

Mae sail tystiolaeth glir ar gyfer Ail-alluogi effeithiol. Rhaid i gynnwys y rhaglen fod yn iawn i’r unigolyn i gyrraedd eu golau eu hunain. Bydd sefydliadau sy’n ceisio cyfyngu ar gynnwys rhaglenni, neu ddarparu rhaglenni gyda’r gost isaf yn profi canlyniadau a budd is.

Integreiddio a chydweithio rhwng gwasanaethau iechyd, tai a’r gwasanaethau cymdeithasol.

Cydweithio priodol gyda’r gwasanaethau a ddarperir gan y trydydd sector a’r sector preifat.

Fel yr argymhellwyd gan yr SSIA rhaid i arweinwyr iechyd a gofal cymdeithasol ymrwymo i gyllido ar y cyd i wneud y mwyaf o’r canlyniadau i bobl a chyllidebau gwasanaeth.

Arweinyddiaeth gadarn gyda chomisiynu, a darparu gyda chyllid ar y cyd digonol i sicrhau canlyniadau cynaliadwy. Rhaid i werthuso ymgorffori canlyniadau gwasanaeth ansoddol, cymdeithasol ac ariannol.

SSIA (2013) Position Statement on Reablement Services in Wales Social Care Institute for Excellence (SCIE) (2011). At a glance 46: Reablement: A key role for occupational therapists London: SCIE Ibid

Y gofynion ar gyfer Ail-alluogi effeithiol: Gwasanaethau sy’n canolbwyntio ar atal ac ymyrraeth gynnar i osgoi argyfyngau posibl.

Mae mynediad hawdd, amserol, uniongyrchol i wasanaethau ail-alluogi a dargedir yn helpu pobl i gadw gallu yn y tymor hir.

Dull cadarnhaol, cyd-gynhyrchiol sy’n galluogi gan bawb:

• gweithlu a hyfforddwyd gydag ethos o ‘weithio gyda’ phobl yn hytrach na ‘gwneud iddynt’:

• y defnyddiwr gwasanaeth a’u teulu’n cymryd rhan;

• gwybodaeth a chefnogaeth i deuluoedd a gofalwyr.

1011 NEWID AGWEDDAU • GWELLA BYWYDAU

Page 9: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

Am fanylion pellach am y prosiect hwn, cysylltwch â Dr Mark Llewellyn, Dirprwy Gyfarwyddwr, WIHSC, Prifysgol De Cymru: [email protected].

Neu Jeff Hawkins, Prif Weithredwr: www.ageconnectcardiff.org.uk

Roedd 10 aelod gan y panel, y mae tri ohonynt yn brif reolwyr dynodedig ar gyfer diogelu o fewn tri awdurdodlleol yng Nghymru - roedd y lleill naill ai yn eiriolwyr, y rhai sy’n rheoli’r gwasanaethau eirioli neu’n ymchwilwyr. Mae’r casgliadau a geir isod yn seiliedig ar y trafodaethau a ddisgrifi r uchod, ac ar y nifer o fl ynyddoedd o’u profi ad yn diogelu pobl hyn. Cododd tri prif gwestiwn yn ystod y trafodaethau. Cyfl wynir y rhain isod gyda chasgliadau’r panel mewn coch.

1. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau gwell canlyniadau i bobl hyn o’u cymharu â’r asiantaethau statudol?

Daeth y panel i’r casgliad ei bod yn annhebygol iawn bod profi ad pobl hyn (nid lleiaf oherwydd y materion o dan 2 a 3 isod) yn well o dan nawdd yr eiriolwyr annibynnol, yn hytrach na’r sector statudol. Disgrifi wyd hyn yn fyw iawn gan un o aelodau’r panel a ddywedodd gyda’r eiriolwyr annibynnol, mae’r bobl hyn wedi “troedio llwybr llawer hyfrytach.”

2. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny’n fwy amserol o’u cymharu â’r asiantaethau sector statudol?

Yn fyr, roedd y panel yn derfynol yn ei asesiad bod yr eiriolwyr annibynnol yn darparu gwasanaeth llawer mwy amserol nag a fyddai wedi digwydd pe byddai’r bobl hyn hyn wedi eu hasesu gan yr awdurdod lleol. Roedd hyn yn wir mewn dwy ffordd benodol. Yn gyntaf, penderfynwyd bod yr eiriolwyr annibynnol yn cychwyn yr achosion heb oedi a rhestrau aros a fyddai wedi digwydd yn achos yr asiantaethau statudol; ac yn ail, bod y llinell amser o’r dechrau i’r diwedd yn llawer llai nag y byddai wedi bod fel arall.

3. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny mewn modd sy’n fwy effeithiol o ran amser o’u cymharu â’r asiantaethau sector statudol?

Yn ogystal â’r ffaith bod eu gwasanaethau’n fwy amserol, penderfynwyd a daethpwyd i’r casgliad bod y gwasanaethau eiriolaeth annibynnol yn darparu gwasanaethau mwy effeithlon o ran amser nag a fyddai wedi digwydd yn achos y gwasanaethau statudol. Nid oedd yn bosibl penderfynu’r amser penodol a arbedwyd, ond daethpwyd i’r casgliad unfrydol bod cyfanswm yr amser a roddwyd yn llai nag a fyddai wedi bod ar gyfer y sector statudol.

BETH NESAF?

Rydym yn credu mai’r cam nesaf ar gyfer y gwaith hwn - oedd yn ganlyniad allweddol i drafodaeth y panel - yw ymgymryd â pheth gwaith dadansoddi i gesio nodi pethau tebyg a gwahanol yn y llinellau amser ac adnoddau a fewnbynnwyd rhwng gwaith y sector statudol a’r eiriolwyr annibynnol. Gallai fod mewn un o ddwy ffurf: naill ai wrth ‘baru achosion’ i nodi amgylchiadau tebyg i’r tair astudiaeth achos yr edrychwyd arnynt ac yna eu cymharu; neu efallai, yn fwy syml, y byddai cyd-weithwyr awdurdod lleol yn rhoi amcangyfrifon o’r mathau o linellau amser a mewnbynnau adnoddau y byddent yn eu disgwyl pe byddai’r tair astudiaeth achos yn eu dwylo nhw.

Rydym yn ymwybodol iawn o’r sensitifrwydd yn y maes hwn, ond roedd dwy neges gyson a gododd o drafodaeth y panel sy’n haeddu eu hymchwilio ymhellach – bod prima facie yr eiriolwyr annibynnol wedi sicrhau canlyniadau’n fwy cyfl ym, a gyda llai o fewnbwn amser nag y gellir ei ddweud am yr awdurdodau cyhoeddus. Dyma’r hyn rydym nawr yn cynnig ei brofi .

YR ACHOS

Mae Mrs R yn wraig 73 oed sydd, oherwydd damwain ddifrifol, yn dioddef o ddifrod i’r llabed fl aen, nam ar ei golwg, ac yn ddiweddar mae wedi dioddef strôc ac wedi bod yn yr ysbyty am 13 wythnos. Mae gan Mrs R ferch sydd nawr yn byw yn Seland Newydd a chyfnither/cefnder oedrannus ond nid oes ganddi unrhyw gefnogaeth arall gan ei theulu. Ers y bu ei gwr farw yn 2010, dechreuodd ffrind ei gwr (a chymydog) helpu Mrs R gyda’i materion ariannol. Fodd bynnag, mae Mrs R yn teimlo bod ei gynnig cychwynnol o ‘help’ wedi datblygu i fod yn awdurdod sy’n rheoli, gormesu ac o’i le ynghylch ei harian ac mae e nawr yn rheoli ei holl hincwm a gwariant. Dywed Mrs R fod y ffrind wedi ei bwlio’n systematig i sefyllfa lle mae ganddo nawr reolaeth lawn o’i harian. Nid oes unrhyw gwestiwn ynghylch gallu meddyliol. Mae gan Mrs R ei holl allu ac mae’n gallu gwneud penderfyniadau annibynnol a rheoli ei harian.

SBARDUN AR GYFER CYFEIRIO AT EIRIOLWR

Daeth yr atgyfeiriad i’r gwasanaeth eirioli gan weithiwr cymdeithasol yr ysbyty a adroddodd fod y ffrind yn cadw ei holl gardiau cyfrif banc/cymdeithas adeiladu,llyfrau siec, paslyfrau, rhifau PIN a chyfrifl enni/dogfennaeth sy’n ymwneud â’r uchod. Mae e hefyd yn cadw £1,000 mewn arian parod a’i gemwaith gwerthfawr i gyd mewn sêff yn ei dy ac yn gwrthod mynediad i Mrs R yn aml. Yn ogystal, roedd y ffrind hefyd yn cadw allweddi cartref Mrs R a phost oedd yn perthyn iddi roedd hi am iddo ddychwelyd. Tra ynyr ysbyty, symudodd y ffrind y sêff allweddi o’r tu allani eiddo Mrs R gan felly rwystro unrhyw un arall rhag mynd i’w chartref. Datgelodd y cleient hefyd fod y ffrind wedi mynnu mai fe ddylai fod yn ysgutor i’whewyllys a bod ei wraig yn cael ei henwi fel buddiolwraig. Yn olaf, tra yn yr ysbyty daeth y ffrind â ffurfl engais Pwer Atwrniaeth Arhosol wedi ei chwblhau iddi ac roedd wedi dweud wrthi am ei harwyddo.

CEFNOGAETH GAN EIRIOLWR

Roedd y gweithiwr cymdeithasol yn teimlo y dylid gwneud atgyfeiriad i’r tîm diogelu ac awgrymodd yn gadarn y dylai’r eiriolwr wneud yr atgyfeiriad. Fodd bynnag, roedd yn well gan yr eiriolwr drafod opsiynau eraill gyda Mrs R. Yn y pen draw, nod clir y Mrs R oedd ei bod yn gallu rheoli ei materion ariannol unwaith eto a thrafododd yr eiriolwr opsiynau posibl gyda Mrs R, sef:

• Cefnogi a rhoi grym i Mrs R herio ei ffrind y hyderus • Yr eiriolwr yn ysgrifennu at y ffrind gan fynegi ei dymuniadau • Cyfl wyno atgyfeiriad VA1 POVA i’r tîm diogelu

Dewisodd Mrs R ffonio’r ffrind tra bo’r eiriolwr yn bresennol a’i hanogodd ac a roddodd hyder iddi ac ailddatgan ei dymuniad bod ei holl eiddo a’r hyn sydd ganddo’n perthyn iddi’n cael eu dychwelyd iddi’n syth.

PROSES A CHANLYNIAD

Er y teimlwyd bod atgyfeiriad POVA’n bosibl ystyriwyd hefyd y gellid sicrhau ateb boddhaol trwy ymyrraeth eiriolwr a dychwelwyd eiddo Mrs R iddi. Pe na byddai hyn wedi digwydd, cadarnhawyd fod caniatâd ar gyfer yr atgyfeiriad POVA ar gael. Penderfynodd Mrs R beidio ag arwyddo PAA.

Yn ystod ymweliad dilynol dywedodd Mrs R wrth yr eiriolwr ei bod wedi sylweddoli ar ôl hynny bod rhai cyfrifl enni banc ac un eitem o emwaith hefyd yn dal ar goll. Ysgrifennodd yr eiriolwr wedyn at y cymydog i ddweud wrtho ei bod yn hanfodol dychwelyd yr eitemau oedd ar goll i atal camau gweithredu pellach. Yn dilyn yr hyn mae pob eitem wedi ei dychwelyd. Mae Mrs R wedi ei rhyddhau o’r ysbyty ac mae’r achos nawr wedi dod i ben.

YR HYN A DRAFODWYD AC Y DAETH Y PANEL I GASGLIAD AMDANO

Cytunodd y panel y gallai’r camau gweithredu a wnaed gan yr eiriolwr fod wedi ei wneud gan weithiwr cymdeithasol - “Fe wnaeth yr eiriolwr eu gwaith hwy ar yr achos hwn”. Roeddent yn teimlo nad oedd y gweithiwr cymdeithasol yn mor gryf ag yr oedd angen iddynt fod. Roeddent yn cytuno y byddai hyn wedi cyrraedd y trothwy ar gyfer atgyfeiriad POVA, a bod y methiannau yn ymwneud â’r diffyg gweithio aml-asiantaethol. Cytunodd ypanel byddai cynnwys y sector statudol wedi bod yn fwy cwmpasog na’r eiriolwr a bod gwaith yr eiriolwyrannibynnol wedi byrhau’r achos. Yn gyffredinol, mae’r cymorth wedi cael ei gyfl wyno mewn modd amserol ac effeithiol.

ASTUDIAETH ACHOS 3CASGLIADAU

YSTYRIAETHAU DIOGELU

Teimlwyd bod ystyriaethau ar gyfer atgyfeiriad POVA ganddi ar sail:• Cam-drin emosiynol, codi ofn a bwlio oedd yn ymwneud ag arian dydd i ddydd Mrs R• Pwysau diangen yn cael ei rhoi i benodi ysgutor i’r ewyllys a chymynroddi i wraig y ffrind

• Dylanwadu ar oedolyn agored i niwed i benodi’r ffrind fel ei Phwer Atwrniaeth Arhosol • Atal mynediad i arian ac eiddo personol e.e. gemwaith, llyfr siec, manylion bancSefydlwyd nad oedd risg neu berygl ar fi n digwydd i’r cleient, fodd bynnag, roedd y cleient yn ofni bod ymddygiad rheolaethol y ffrind wedi cynyddu’n sylweddol yn y misoedd diwethaf ac roedd angen camau gweithredu cadarnhaol i atal risg pellach.

0809 NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

Am fanylion pellach am y prosiect hwn, cysylltwch â Dr Mark Llewellyn, Dirprwy Gyfarwyddwr, WIHSC, Prifysgol De Cymru: [email protected].

Neu Jeff Hawkins, Prif Weithredwr: www.ageconnectcardiff.org.uk

Roedd 10 aelod gan y panel, y mae tri ohonynt yn brif reolwyr dynodedig ar gyfer diogelu o fewn tri awdurdodlleol yng Nghymru - roedd y lleill naill ai yn eiriolwyr, y rhai sy’n rheoli’r gwasanaethau eirioli neu’n ymchwilwyr. Mae’r casgliadau a geir isod yn seiliedig ar y trafodaethau a ddisgrifi r uchod, ac ar y nifer o fl ynyddoedd o’u profi ad yn diogelu pobl hyn. Cododd tri prif gwestiwn yn ystod y trafodaethau. Cyfl wynir y rhain isod gyda chasgliadau’r panel mewn coch.

1. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau gwell canlyniadau i bobl hyn o’u cymharu â’r asiantaethau statudol?

Daeth y panel i’r casgliad ei bod yn annhebygol iawn bod profi ad pobl hyn (nid lleiaf oherwydd y materion o dan 2 a 3 isod) yn well o dan nawdd yr eiriolwyr annibynnol, yn hytrach na’r sector statudol. Disgrifi wyd hyn yn fyw iawn gan un o aelodau’r panel a ddywedodd gyda’r eiriolwyr annibynnol, mae’r bobl hyn wedi “troedio llwybr llawer hyfrytach.”

2. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny’n fwy amserol o’u cymharu â’r asiantaethau sector statudol?

Yn fyr, roedd y panel yn derfynol yn ei asesiad bod yr eiriolwyr annibynnol yn darparu gwasanaeth llawer mwy amserol nag a fyddai wedi digwydd pe byddai’r bobl hyn hyn wedi eu hasesu gan yr awdurdod lleol. Roedd hyn yn wir mewn dwy ffordd benodol. Yn gyntaf, penderfynwyd bod yr eiriolwyr annibynnol yn cychwyn yr achosion heb oedi a rhestrau aros a fyddai wedi digwydd yn achos yr asiantaethau statudol; ac yn ail, bod y llinell amser o’r dechrau i’r diwedd yn llawer llai nag y byddai wedi bod fel arall.

3. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny mewn modd sy’n fwy effeithiol o ran amser o’u cymharu â’r asiantaethau sector statudol?

Yn ogystal â’r ffaith bod eu gwasanaethau’n fwy amserol, penderfynwyd a daethpwyd i’r casgliad bod y gwasanaethau eiriolaeth annibynnol yn darparu gwasanaethau mwy effeithlon o ran amser nag a fyddai wedi digwydd yn achos y gwasanaethau statudol. Nid oedd yn bosibl penderfynu’r amser penodol a arbedwyd, ond daethpwyd i’r casgliad unfrydol bod cyfanswm yr amser a roddwyd yn llai nag a fyddai wedi bod ar gyfer y sector statudol.

BETH NESAF?

Rydym yn credu mai’r cam nesaf ar gyfer y gwaith hwn - oedd yn ganlyniad allweddol i drafodaeth y panel - yw ymgymryd â pheth gwaith dadansoddi i gesio nodi pethau tebyg a gwahanol yn y llinellau amser ac adnoddau a fewnbynnwyd rhwng gwaith y sector statudol a’r eiriolwyr annibynnol. Gallai fod mewn un o ddwy ffurf: naill ai wrth ‘baru achosion’ i nodi amgylchiadau tebyg i’r tair astudiaeth achos yr edrychwyd arnynt ac yna eu cymharu; neu efallai, yn fwy syml, y byddai cyd-weithwyr awdurdod lleol yn rhoi amcangyfrifon o’r mathau o linellau amser a mewnbynnau adnoddau y byddent yn eu disgwyl pe byddai’r tair astudiaeth achos yn eu dwylo nhw.

Rydym yn ymwybodol iawn o’r sensitifrwydd yn y maes hwn, ond roedd dwy neges gyson a gododd o drafodaeth y panel sy’n haeddu eu hymchwilio ymhellach – bod prima facie yr eiriolwyr annibynnol wedi sicrhau canlyniadau’n fwy cyfl ym, a gyda llai o fewnbwn amser nag y gellir ei ddweud am yr awdurdodau cyhoeddus. Dyma’r hyn rydym nawr yn cynnig ei brofi .

YR ACHOS

Mae Mrs R yn wraig 73 oed sydd, oherwydd damwain ddifrifol, yn dioddef o ddifrod i’r llabed fl aen, nam ar ei golwg, ac yn ddiweddar mae wedi dioddef strôc ac wedi bod yn yr ysbyty am 13 wythnos. Mae gan Mrs R ferch sydd nawr yn byw yn Seland Newydd a chyfnither/cefnder oedrannus ond nid oes ganddi unrhyw gefnogaeth arall gan ei theulu. Ers y bu ei gwr farw yn 2010, dechreuodd ffrind ei gwr (a chymydog) helpu Mrs R gyda’i materion ariannol. Fodd bynnag, mae Mrs R yn teimlo bod ei gynnig cychwynnol o ‘help’ wedi datblygu i fod yn awdurdod sy’n rheoli, gormesu ac o’i le ynghylch ei harian ac mae e nawr yn rheoli ei holl hincwm a gwariant. Dywed Mrs R fod y ffrind wedi ei bwlio’n systematig i sefyllfa lle mae ganddo nawr reolaeth lawn o’i harian. Nid oes unrhyw gwestiwn ynghylch gallu meddyliol. Mae gan Mrs R ei holl allu ac mae’n gallu gwneud penderfyniadau annibynnol a rheoli ei harian.

SBARDUN AR GYFER CYFEIRIO AT EIRIOLWR

Daeth yr atgyfeiriad i’r gwasanaeth eirioli gan weithiwr cymdeithasol yr ysbyty a adroddodd fod y ffrind yn cadw ei holl gardiau cyfrif banc/cymdeithas adeiladu,llyfrau siec, paslyfrau, rhifau PIN a chyfrifl enni/dogfennaeth sy’n ymwneud â’r uchod. Mae e hefyd yn cadw £1,000 mewn arian parod a’i gemwaith gwerthfawr i gyd mewn sêff yn ei dy ac yn gwrthod mynediad i Mrs R yn aml. Yn ogystal, roedd y ffrind hefyd yn cadw allweddi cartref Mrs R a phost oedd yn perthyn iddi roedd hi am iddo ddychwelyd. Tra ynyr ysbyty, symudodd y ffrind y sêff allweddi o’r tu allani eiddo Mrs R gan felly rwystro unrhyw un arall rhag mynd i’w chartref. Datgelodd y cleient hefyd fod y ffrind wedi mynnu mai fe ddylai fod yn ysgutor i’whewyllys a bod ei wraig yn cael ei henwi fel buddiolwraig. Yn olaf, tra yn yr ysbyty daeth y ffrind â ffurfl engais Pwer Atwrniaeth Arhosol wedi ei chwblhau iddi ac roedd wedi dweud wrthi am ei harwyddo.

CEFNOGAETH GAN EIRIOLWR

Roedd y gweithiwr cymdeithasol yn teimlo y dylid gwneud atgyfeiriad i’r tîm diogelu ac awgrymodd yn gadarn y dylai’r eiriolwr wneud yr atgyfeiriad. Fodd bynnag, roedd yn well gan yr eiriolwr drafod opsiynau eraill gyda Mrs R. Yn y pen draw, nod clir y Mrs R oedd ei bod yn gallu rheoli ei materion ariannol unwaith eto a thrafododd yr eiriolwr opsiynau posibl gyda Mrs R, sef:

• Cefnogi a rhoi grym i Mrs R herio ei ffrind y hyderus • Yr eiriolwr yn ysgrifennu at y ffrind gan fynegi ei dymuniadau • Cyfl wyno atgyfeiriad VA1 POVA i’r tîm diogelu

Dewisodd Mrs R ffonio’r ffrind tra bo’r eiriolwr yn bresennol a’i hanogodd ac a roddodd hyder iddi ac ailddatgan ei dymuniad bod ei holl eiddo a’r hyn sydd ganddo’n perthyn iddi’n cael eu dychwelyd iddi’n syth.

PROSES A CHANLYNIAD

Er y teimlwyd bod atgyfeiriad POVA’n bosibl ystyriwyd hefyd y gellid sicrhau ateb boddhaol trwy ymyrraeth eiriolwr a dychwelwyd eiddo Mrs R iddi. Pe na byddai hyn wedi digwydd, cadarnhawyd fod caniatâd ar gyfer yr atgyfeiriad POVA ar gael. Penderfynodd Mrs R beidio ag arwyddo PAA.

Yn ystod ymweliad dilynol dywedodd Mrs R wrth yr eiriolwr ei bod wedi sylweddoli ar ôl hynny bod rhai cyfrifl enni banc ac un eitem o emwaith hefyd yn dal ar goll. Ysgrifennodd yr eiriolwr wedyn at y cymydog i ddweud wrtho ei bod yn hanfodol dychwelyd yr eitemau oedd ar goll i atal camau gweithredu pellach. Yn dilyn yr hyn mae pob eitem wedi ei dychwelyd. Mae Mrs R wedi ei rhyddhau o’r ysbyty ac mae’r achos nawr wedi dod i ben.

YR HYN A DRAFODWYD AC Y DAETH Y PANEL I GASGLIAD AMDANO

Cytunodd y panel y gallai’r camau gweithredu a wnaed gan yr eiriolwr fod wedi ei wneud gan weithiwr cymdeithasol - “Fe wnaeth yr eiriolwr eu gwaith hwy ar yr achos hwn”. Roeddent yn teimlo nad oedd y gweithiwr cymdeithasol yn mor gryf ag yr oedd angen iddynt fod. Roeddent yn cytuno y byddai hyn wedi cyrraedd y trothwy ar gyfer atgyfeiriad POVA, a bod y methiannau yn ymwneud â’r diffyg gweithio aml-asiantaethol. Cytunodd ypanel byddai cynnwys y sector statudol wedi bod yn fwy cwmpasog na’r eiriolwr a bod gwaith yr eiriolwyrannibynnol wedi byrhau’r achos. Yn gyffredinol, mae’r cymorth wedi cael ei gyfl wyno mewn modd amserol ac effeithiol.

ASTUDIAETH ACHOS 3CASGLIADAU

YSTYRIAETHAU DIOGELU

Teimlwyd bod ystyriaethau ar gyfer atgyfeiriad POVA ganddi ar sail:• Cam-drin emosiynol, codi ofn a bwlio oedd yn ymwneud ag arian dydd i ddydd Mrs R• Pwysau diangen yn cael ei rhoi i benodi ysgutor i’r ewyllys a chymynroddi i wraig y ffrind

• Dylanwadu ar oedolyn agored i niwed i benodi’r ffrind fel ei Phwer Atwrniaeth Arhosol • Atal mynediad i arian ac eiddo personol e.e. gemwaith, llyfr siec, manylion bancSefydlwyd nad oedd risg neu berygl ar fi n digwydd i’r cleient, fodd bynnag, roedd y cleient yn ofni bod ymddygiad rheolaethol y ffrind wedi cynyddu’n sylweddol yn y misoedd diwethaf ac roedd angen camau gweithredu cadarnhaol i atal risg pellach.

0809 NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

Page 10: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

YR ACHOS

Nid oes problemau iechyd meddwl gan Ms R, fodd bynnag oherwydd anabledd difrifol mae’n cael anhawstercyfathrebu, nid yw’n gallu symud ac mae’n defnyddio cadair olwyn, nid yw hefyd yn gallu darllen nac ysgrifennu. Roedd Ms R yn byw gyda’i gofalwr, oedd yn berchen Gwely a Brecwast yn y ty drws nesaf i Ms R, a hi hefyd oedd ei Phwer Atwrneiaeth (POA).

ASTUDIAETH ACHOS 1

SBARDUN AR GYFER CYFEIRIO AT EIRIOLWR

Atgyfeiriwyd Ms R gan y rheolwr yn y ganolfan gofal dydd, gan fod angen help arni i newid ei Phwer Atwrneiaeth.

CEFNOGAETH GAN EIRIOLWR

Helpodd yr eiriolwr Ms R i drafod y newid mewn Pwer Atwrneiaeth gyda’i chyfreithiwr, gan fod ei Phwer Atwrneiaeth presennol yn symud. Dywedodd Ms R wrth yr eiriolwr fod ei Phwer Atwrneiaeth yn awdurdodol iawn ac yn rhoi £20.00 yn unig iddi o’i harian, dywedodd hefyd ei bod yn meddwl ei bod yn ‘cadw peth o’i harian.’ Esboniodd yr eiriolwr yr opsiynau gan gynnwys codi achos diogelwch. Nid oedd Ms R yn teimlo ei bod am wneud hyn gan fod arni ofn newid y Pwer Atwrneiaeth. Gofynnodd i’r eiriolwr gasglu cymaint o wybodaeth â phosibl am newid y Pwer Atwrneiaeth.

YSTYRIAETHAU DIOGELU

Roedd Ms R wedi penderfynu ei bod am ofalu am ei materion ei hun. I wneud hyn, cysylltodd yr eiriolwrâ’r gweithiwr cymdeithasol, a oedd yn gallu trefnu pecyn gofal, a hefyd i drafod diddymu’r Pwer Atwrneiaeth gyda’i banc, a phenodi un newydd. Yn y pen draw, enillodd Ms R yr hyder i ddweud wrth yPwer Atwrneiaeth, gyda’r eiriolwr a’r gweithiwr cymdeithasol yn bresennol, ei bod wedi penderfynu byw’n annibynnol a’i bod hefyd yn penodi Pwer Atwrneiaeth newydd, ac roedd felly’n gofyn iddi symud allan o’i chartref.

PROSES A CHANLYNIAD

Cofrestrwyd y Pwer Atwrneiaeth newydd ac mae’r ddogfen wedi ei dychwelyd i’w hardystio. Mae gan Ms R nawr ofalwyr sy’n dod i’w gweld 3 gwaith y dydd, ac mae hi’n mynd allan gyda gwirfoddolwr. Mae’r wraig a oedd yn Bwer Atwrneiaeth nawr wedi symud ac nid oes ganddi unrhyw gyswllt o gwbl â Ms R. Mae Ms R yn teimlo bod ganddi fwy o reolaeth ac annibyniaeth am ei sefyllfa.

YR HYN A DRAFODWYD AC Y DAETH Y PANEL I GASGLIAD AMDANO

Wrth drafod yr achos, cytunodd aelodau’r panel ei bod yn anodd penderfynu union natur y canlyniad oystyried yr angen i gael peth gwybodaeth bellach amsefyllfa ariannol y cleient. Wedi dweud hynny cytunwyd bod agweddau emosiynol a seicolegol yr achos yn peri pryder mawr ac yn werth bod yr eiriolwr wedi ymchwilio i sicrhau nad oedd unrhyw faterion diogelu pellach. Awgrymwyd y gallai’r achos fod wedi hyd yn oed gwrdd â meini prawf cyfeirio POVA ynghylch materion emosiynol a seicolegol ond byddai angen mwy o wybodaeth i fod yn sicr am hyn. Yn gadarnhaol,dywedwyd bod y trafodaethau agos rhwng yr eiriolwr a’r gweithiwr cymdeithasol wedi dangos gweithio ar y cyd da ac yn amlwg fod ganddynt berthynas gweithio wych.

Lle roedd effaith yn y cwestiwn, roedd y panel yn teimlo bod y gefnogaeth a gynigwyd i Ms R yn dangosy gwerth ychwanegol o gael eiriolwyr annibynnol yngweithio gyda phobl hyn er mwyn rhoi eu hanghenion yn gyntaf. Ymhellach, roedd y panel yn teimlo bod yr achos hwn yn cyfl wyno tystiolaeth dda ynghylch y ffaith bod y gwasanaeth eiriolaeth sector gwirfoddol yn rhoi gwerth am arian o’i gymharu â gwasanaethau statudol. Cytunwyd gan bawb y byddai’r achos hwn wedi mynd â llawer iawn mwy o amser pe byddai’r asiantaethau statudol wedi eu cynnwys na’r hyn a ddigwyddodd gyda’r eiriolwyr annibynnol.

Roedd y panel yn teimlo byddai’r canlyniadau i Ms Rwedi bod yr un peth waeth bynnag pa asiantaeth - statudol neu wirfoddol - oedd wedi bod yn gyfrifol am yr eiriolaeth.

Roeddynt, fodd bynnag, yn teimlo bod “y llwybr a droediwyd yn well ac yn gyfl ymach” drwy gynnwys eiriolwyr annibynnol.

ASTUDIAETH ACHOS 2

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YR ACHOS

Derbyniodd Mr D, sy’n 71 oed, becyn gofal gan fod ei allu i ofalu am ei hunan wedi dirywio ac o ganlyniad bu rhaid iddo gael ei dderbyn yn yr ysbyty oherwydd hunan esgeulustod. Disgrifi odd Mr D ei dy yn frwnt ac nid oedd ganddo reolaeth. Roedd wedi byw “bywyd cysgodol ”ac yn unig blentyn. Bu’n byw ar yr aelwyd deuluol gyda’i dad tan i’w dad farw. Ei unig incwm oedd o’r etifeddiaeth gymharol fawr. Nid oedd mewn cyswllt cyson gyda’r Gwasanaethau Cymdeithasol a chyfl ogodd lanhawr preifat; roedd hefyd yn derbyn ‘Pryd ar Glud’ ac ymweliadau wythnosol gan brosiect bod yn ffrind. Nid oedd ganddo unrhyw berthnasau a oedd dal yn fyw ac roedd yn byw ar ei ben ei hun. Roedd yn byw bywyd hynod o ynysig ac roedd yn byw mewn ardal wledig heb lawer o drafnidiaeth gyhoeddus. Benthycodd £2,000 i’r cyn-lanhawr a ddaeth yn gyfaill iddo, nid yw byth wedi ei dalu yn ôl.

SBARDUN AR GYFER CYFEIRIO AT EIRIOLWR

Cyfaddefodd Mr D wrth ei ffrind ei fod yn teimlo nad oedd ganddo unrhyw reolaeth dros ei gyfrifon banc, gan ddangos i’r ffrind gyfrifon gyda degau o fi loedd o bunnoedd ynddynt yn ogystal â debydau mawr yn cael eu talu’n rheolaidd. Roedd hyn yn pryderu’r ffrind a ddywedodd hefyd bod Mr D wedi dweud wrtho ei fod wedi dangos yr un cyfrifl enni i ofalwyr. Teimlwyd ei fod yn briodol i’w gyfeirio at eiriolwr annibynnol. Byddai’r eiriolwr yn ceisio helpu’r cleient i fod yn fwy ymwybodol o gyllid.

CEFNOGAETH GAN EIROLWR

Roedd Mr D yn cael trafferth deall ei sefyllfa ariannol.Roedd yn ddyn cefnog ac roedd ganddo bortffoliosylweddol o asedau. Gweithredodd Mr D ar sailcyngor nad oedd yn ei ddeall a gafodd gan ymgynghorydd ariannol. Roedd hefyd yn cael trafferthi gynnal ei annibyniaeth a gofal o’i hunan, ac oganlyniad gorfod iddo dreulio cyfnod o saith mis ynyr ysbyty. Roedd cyfres o godymau a thriniaethauwedi ei adael yn ddihyder i adael y ty, roedd hefydyn bryderus am ddefnyddio’r ffôn. Roedd yn ynysig aheb wirio’i faterion cyllidol. Dangosodd Mr D gyfres o gyfrifl enni banc i’w eiriolwr yn nodi debydau uniongyrchol nad oedd yn eu deall. Treuliodd ei eiriolwr amser gydag ef yn ei gynorthwyo gyda’r cyfrifl enni. Nid oedd modd esbonio taliad misol o £280.97 i yswiriant Zurich. Gofynnodd Mr D i’r eiriolwr gysylltu gyda’r cwmni. Taliad yswiriant bywyd oedd yswm a dynnwyd ar gyngor yr ymgynghorydd ariannol.Y pryd hynny byddai’r polisi wedi talu £81,000 ar adeg marwolaeth. Roedd Mr D wedi talu £36,000 i mewn i’r cynllun yn barod. Petai’r polisi yn cael ei ildio byddai ond yn derbyn £14,000.

Benthycodd Mr D £2,000 i’w gyn-lanhawr. Difl annodd yr unigolyn, heb unrhyw gyswllt nac unrhyw ad-daliadau. Nid oedd Mr D am gysylltu â’r heddlu.Gyda chefnogaeth ac anogaeth yr eiriolwr, cysylltoddMr D â’r cyn-lanhawr i ofyn am ddychwelyd y £2,000 a fenthyciwyd. Cytunwyd ar gynllun talu. Ceisiodd unigolyn digroeso geisio perswadio Mr D i ail darmacio dreif y cleient. Roedd yr unigolyn yn ddyfal iawn ac roedd yn peri anhawster i Mr D. Cyfaddefodd wrth yr eiriolwr ei fod yn derbyn galwadau digroeso’n aml ac yn ei chael hi’n anodd iawn i ddelio â nhw. Rhoddodd yr eiriolwr gyngor cyffredinol i’r cleient.

YSTYRIAETHAU DIOGELU

Roedd Mr D mewn sefyllfa fregus ac fe ddylanwadoddpobl ar ei faterion ariannol. Roedd yr eiriolwr yn bryderusynghylch y nifer o bobl oedd yn ymwybodol o’i gyfoetha’i asedau ariannol sylweddol, gan gynnwys gofalwyr,gwirfoddolwyr, gwasanaeth torri ewinedd, asiantaethsiopa breifat, ymgynghorwyr ariannol a’i gyn-lanhawr a fanteisiodd yn ariannol mae’n ymddangos. Roedd hyn yn achos o ecsbloetio a cham-drin ariannol ac ymae’n ymddangos i gam werthu polisi yswiriant bywyd ddigwydd a oedd yn anaddas ar gyfer ei anghenion. O ganlyniad i’w gyfl wr bregus a’i ddealltwriaeth gyfyngedig o’i faterion ariannol, ystyriwyd bod Mr D wedi gadael i bobl elwa’n ariannol wrtho a’i fod yn agored i ecsploetiaeth ariannol pellach.

PROSES A CHANLYNIAD

Nid oedd Mr D am gynnwys asiantaethau statudol. Cytunwyd ar Gynllun Gweithredu gyda Mr D a roddodd ddealltwriaeth well iddo a systemau ar gyfer rheoli ei holl faterion ariannol. Darparodd yr eiriolwr fanylionllawn am faterion ariannol Mr D a roddodd iddo’r gryma’i alluogi i wneud penderfyniadau gwybodus. O ganlyniad, gyda chefnogaeth, roedd Mr D yn gallu adennill ei reolaeth ariannol a rhoi mesurau diogelu yn eu lle i leihau risg ariannol pellach.

YR HYN A DRAFODWYD AC Y DAETH Y PANEL I GASGLIAD AMDANO

Teimlodd y panel y byddai’r achos hwn yn debygol o fodwedi cwrdd â’r meini prawf i gael ei gyfeirio ar gyfer Diogelu Oedolion Diamddiffyn ond byddai’r materion oddiffyg caniatâd wedi bod yn rhwystr amlwg. Awgrymwyd pe byddai’r achos hwn wedi bod yn nwylo rheolwr diogelu’r awdurdod lleol, byddai’n rhaid iddo gael eigyfeirio at nifer o bobl eraill i helpu i ddod o hyd i ateb,gyda’r holl oblygiadau adnoddau sydd gan gam o’rfath. Cysidrwyd yn ogystal fod yr achos hwn yn enghraifftdda o sut y gall eiriolwr annibynnol wneud pethau nafyddai fel arall yn cael eu gwneud. Un o gryfderau’r eiriolwyr yw “eu bod yn gwneud pethau na fyddai gan eraill yr amser i’w gwneud, mae’n cymryd amser i adeiladu ymddiriedaeth” a nododd y panel eu bod yncredu na fyddai’r achos hwn wedi ei ddatrys os na fyddai’r eiriolwr annibynnol wedi bod yno - “byddai’r awgrymiadau bach wedi eu colli”. Cwblhawyd y gwaithmewn amser da ac yn effeithiol gyda chanlyniad a phrofi ad gwell ar gyfer Mr D. Roedd yr achos yn enghraifft dda o ‘werth am arian’.

YR ACHOS

Nid oes problemau iechyd meddwl gan Ms R, fodd bynnag oherwydd anabledd difrifol mae’n cael anhawstercyfathrebu, nid yw’n gallu symud ac mae’n defnyddio cadair olwyn, nid yw hefyd yn gallu darllen nac ysgrifennu. Roedd Ms R yn byw gyda’i gofalwr, oedd yn berchen Gwely a Brecwast yn y ty drws nesaf i Ms R, a hi hefyd oedd ei Phwer Atwrneiaeth (POA).

ASTUDIAETH ACHOS 1

SBARDUN AR GYFER CYFEIRIO AT EIRIOLWR

Atgyfeiriwyd Ms R gan y rheolwr yn y ganolfan gofal dydd, gan fod angen help arni i newid ei Phwer Atwrneiaeth.

CEFNOGAETH GAN EIRIOLWR

Helpodd yr eiriolwr Ms R i drafod y newid mewn Pwer Atwrneiaeth gyda’i chyfreithiwr, gan fod ei Phwer Atwrneiaeth presennol yn symud. Dywedodd Ms R wrth yr eiriolwr fod ei Phwer Atwrneiaeth yn awdurdodol iawn ac yn rhoi £20.00 yn unig iddi o’i harian, dywedodd hefyd ei bod yn meddwl ei bod yn ‘cadw peth o’i harian.’ Esboniodd yr eiriolwr yr opsiynau gan gynnwys codi achos diogelwch. Nid oedd Ms R yn teimlo ei bod am wneud hyn gan fod arni ofn newid y Pwer Atwrneiaeth. Gofynnodd i’r eiriolwr gasglu cymaint o wybodaeth â phosibl am newid y Pwer Atwrneiaeth.

YSTYRIAETHAU DIOGELU

Roedd Ms R wedi penderfynu ei bod am ofalu am ei materion ei hun. I wneud hyn, cysylltodd yr eiriolwrâ’r gweithiwr cymdeithasol, a oedd yn gallu trefnu pecyn gofal, a hefyd i drafod diddymu’r Pwer Atwrneiaeth gyda’i banc, a phenodi un newydd. Yn y pen draw, enillodd Ms R yr hyder i ddweud wrth yPwer Atwrneiaeth, gyda’r eiriolwr a’r gweithiwr cymdeithasol yn bresennol, ei bod wedi penderfynu byw’n annibynnol a’i bod hefyd yn penodi Pwer Atwrneiaeth newydd, ac roedd felly’n gofyn iddi symud allan o’i chartref.

PROSES A CHANLYNIAD

Cofrestrwyd y Pwer Atwrneiaeth newydd ac mae’r ddogfen wedi ei dychwelyd i’w hardystio. Mae gan Ms R nawr ofalwyr sy’n dod i’w gweld 3 gwaith y dydd, ac mae hi’n mynd allan gyda gwirfoddolwr. Mae’r wraig a oedd yn Bwer Atwrneiaeth nawr wedi symud ac nid oes ganddi unrhyw gyswllt o gwbl â Ms R. Mae Ms R yn teimlo bod ganddi fwy o reolaeth ac annibyniaeth am ei sefyllfa.

YR HYN A DRAFODWYD AC Y DAETH Y PANEL I GASGLIAD AMDANO

Wrth drafod yr achos, cytunodd aelodau’r panel ei bod yn anodd penderfynu union natur y canlyniad oystyried yr angen i gael peth gwybodaeth bellach amsefyllfa ariannol y cleient. Wedi dweud hynny cytunwyd bod agweddau emosiynol a seicolegol yr achos yn peri pryder mawr ac yn werth bod yr eiriolwr wedi ymchwilio i sicrhau nad oedd unrhyw faterion diogelu pellach. Awgrymwyd y gallai’r achos fod wedi hyd yn oed gwrdd â meini prawf cyfeirio POVA ynghylch materion emosiynol a seicolegol ond byddai angen mwy o wybodaeth i fod yn sicr am hyn. Yn gadarnhaol,dywedwyd bod y trafodaethau agos rhwng yr eiriolwr a’r gweithiwr cymdeithasol wedi dangos gweithio ar y cyd da ac yn amlwg fod ganddynt berthynas gweithio wych.

Lle roedd effaith yn y cwestiwn, roedd y panel yn teimlo bod y gefnogaeth a gynigwyd i Ms R yn dangosy gwerth ychwanegol o gael eiriolwyr annibynnol yngweithio gyda phobl hyn er mwyn rhoi eu hanghenion yn gyntaf. Ymhellach, roedd y panel yn teimlo bod yr achos hwn yn cyfl wyno tystiolaeth dda ynghylch y ffaith bod y gwasanaeth eiriolaeth sector gwirfoddol yn rhoi gwerth am arian o’i gymharu â gwasanaethau statudol. Cytunwyd gan bawb y byddai’r achos hwn wedi mynd â llawer iawn mwy o amser pe byddai’r asiantaethau statudol wedi eu cynnwys na’r hyn a ddigwyddodd gyda’r eiriolwyr annibynnol.

Roedd y panel yn teimlo byddai’r canlyniadau i Ms Rwedi bod yr un peth waeth bynnag pa asiantaeth - statudol neu wirfoddol - oedd wedi bod yn gyfrifol am yr eiriolaeth.

Roeddynt, fodd bynnag, yn teimlo bod “y llwybr a droediwyd yn well ac yn gyfl ymach” drwy gynnwys eiriolwyr annibynnol.

ASTUDIAETH ACHOS 2

0607 NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

YR ACHOS

Derbyniodd Mr D, sy’n 71 oed, becyn gofal gan fod ei allu i ofalu am ei hunan wedi dirywio ac o ganlyniad bu rhaid iddo gael ei dderbyn yn yr ysbyty oherwydd hunan esgeulustod. Disgrifi odd Mr D ei dy yn frwnt ac nid oedd ganddo reolaeth. Roedd wedi byw “bywyd cysgodol ”ac yn unig blentyn. Bu’n byw ar yr aelwyd deuluol gyda’i dad tan i’w dad farw. Ei unig incwm oedd o’r etifeddiaeth gymharol fawr. Nid oedd mewn cyswllt cyson gyda’r Gwasanaethau Cymdeithasol a chyfl ogodd lanhawr preifat; roedd hefyd yn derbyn ‘Pryd ar Glud’ ac ymweliadau wythnosol gan brosiect bod yn ffrind. Nid oedd ganddo unrhyw berthnasau a oedd dal yn fyw ac roedd yn byw ar ei ben ei hun. Roedd yn byw bywyd hynod o ynysig ac roedd yn byw mewn ardal wledig heb lawer o drafnidiaeth gyhoeddus. Benthycodd £2,000 i’r cyn-lanhawr a ddaeth yn gyfaill iddo, nid yw byth wedi ei dalu yn ôl.

SBARDUN AR GYFER CYFEIRIO AT EIRIOLWR

Cyfaddefodd Mr D wrth ei ffrind ei fod yn teimlo nad oedd ganddo unrhyw reolaeth dros ei gyfrifon banc, gan ddangos i’r ffrind gyfrifon gyda degau o fi loedd o bunnoedd ynddynt yn ogystal â debydau mawr yn cael eu talu’n rheolaidd. Roedd hyn yn pryderu’r ffrind a ddywedodd hefyd bod Mr D wedi dweud wrtho ei fod wedi dangos yr un cyfrifl enni i ofalwyr. Teimlwyd ei fod yn briodol i’w gyfeirio at eiriolwr annibynnol. Byddai’r eiriolwr yn ceisio helpu’r cleient i fod yn fwy ymwybodol o gyllid.

CEFNOGAETH GAN EIROLWR

Roedd Mr D yn cael trafferth deall ei sefyllfa ariannol.Roedd yn ddyn cefnog ac roedd ganddo bortffoliosylweddol o asedau. Gweithredodd Mr D ar sailcyngor nad oedd yn ei ddeall a gafodd gan ymgynghorydd ariannol. Roedd hefyd yn cael trafferthi gynnal ei annibyniaeth a gofal o’i hunan, ac oganlyniad gorfod iddo dreulio cyfnod o saith mis ynyr ysbyty. Roedd cyfres o godymau a thriniaethauwedi ei adael yn ddihyder i adael y ty, roedd hefydyn bryderus am ddefnyddio’r ffôn. Roedd yn ynysig aheb wirio’i faterion cyllidol. Dangosodd Mr D gyfres o gyfrifl enni banc i’w eiriolwr yn nodi debydau uniongyrchol nad oedd yn eu deall. Treuliodd ei eiriolwr amser gydag ef yn ei gynorthwyo gyda’r cyfrifl enni. Nid oedd modd esbonio taliad misol o £280.97 i yswiriant Zurich. Gofynnodd Mr D i’r eiriolwr gysylltu gyda’r cwmni. Taliad yswiriant bywyd oedd yswm a dynnwyd ar gyngor yr ymgynghorydd ariannol.Y pryd hynny byddai’r polisi wedi talu £81,000 ar adeg marwolaeth. Roedd Mr D wedi talu £36,000 i mewn i’r cynllun yn barod. Petai’r polisi yn cael ei ildio byddai ond yn derbyn £14,000.

Benthycodd Mr D £2,000 i’w gyn-lanhawr. Difl annodd yr unigolyn, heb unrhyw gyswllt nac unrhyw ad-daliadau. Nid oedd Mr D am gysylltu â’r heddlu.Gyda chefnogaeth ac anogaeth yr eiriolwr, cysylltoddMr D â’r cyn-lanhawr i ofyn am ddychwelyd y £2,000 a fenthyciwyd. Cytunwyd ar gynllun talu. Ceisiodd unigolyn digroeso geisio perswadio Mr D i ail darmacio dreif y cleient. Roedd yr unigolyn yn ddyfal iawn ac roedd yn peri anhawster i Mr D. Cyfaddefodd wrth yr eiriolwr ei fod yn derbyn galwadau digroeso’n aml ac yn ei chael hi’n anodd iawn i ddelio â nhw. Rhoddodd yr eiriolwr gyngor cyffredinol i’r cleient.

YSTYRIAETHAU DIOGELU

Roedd Mr D mewn sefyllfa fregus ac fe ddylanwadoddpobl ar ei faterion ariannol. Roedd yr eiriolwr yn bryderusynghylch y nifer o bobl oedd yn ymwybodol o’i gyfoetha’i asedau ariannol sylweddol, gan gynnwys gofalwyr,gwirfoddolwyr, gwasanaeth torri ewinedd, asiantaethsiopa breifat, ymgynghorwyr ariannol a’i gyn-lanhawr a fanteisiodd yn ariannol mae’n ymddangos. Roedd hyn yn achos o ecsbloetio a cham-drin ariannol ac ymae’n ymddangos i gam werthu polisi yswiriant bywyd ddigwydd a oedd yn anaddas ar gyfer ei anghenion. O ganlyniad i’w gyfl wr bregus a’i ddealltwriaeth gyfyngedig o’i faterion ariannol, ystyriwyd bod Mr D wedi gadael i bobl elwa’n ariannol wrtho a’i fod yn agored i ecsploetiaeth ariannol pellach.

PROSES A CHANLYNIAD

Nid oedd Mr D am gynnwys asiantaethau statudol. Cytunwyd ar Gynllun Gweithredu gyda Mr D a roddodd ddealltwriaeth well iddo a systemau ar gyfer rheoli ei holl faterion ariannol. Darparodd yr eiriolwr fanylionllawn am faterion ariannol Mr D a roddodd iddo’r gryma’i alluogi i wneud penderfyniadau gwybodus. O ganlyniad, gyda chefnogaeth, roedd Mr D yn gallu adennill ei reolaeth ariannol a rhoi mesurau diogelu yn eu lle i leihau risg ariannol pellach.

YR HYN A DRAFODWYD AC Y DAETH Y PANEL I GASGLIAD AMDANO

Teimlodd y panel y byddai’r achos hwn yn debygol o fodwedi cwrdd â’r meini prawf i gael ei gyfeirio ar gyfer Diogelu Oedolion Diamddiffyn ond byddai’r materion oddiffyg caniatâd wedi bod yn rhwystr amlwg. Awgrymwyd pe byddai’r achos hwn wedi bod yn nwylo rheolwr diogelu’r awdurdod lleol, byddai’n rhaid iddo gael eigyfeirio at nifer o bobl eraill i helpu i ddod o hyd i ateb,gyda’r holl oblygiadau adnoddau sydd gan gam o’rfath. Cysidrwyd yn ogystal fod yr achos hwn yn enghraifftdda o sut y gall eiriolwr annibynnol wneud pethau nafyddai fel arall yn cael eu gwneud. Un o gryfderau’r eiriolwyr yw “eu bod yn gwneud pethau na fyddai gan eraill yr amser i’w gwneud, mae’n cymryd amser i adeiladu ymddiriedaeth” a nododd y panel eu bod yncredu na fyddai’r achos hwn wedi ei ddatrys os na fyddai’r eiriolwr annibynnol wedi bod yno - “byddai’r awgrymiadau bach wedi eu colli”. Cwblhawyd y gwaithmewn amser da ac yn effeithiol gyda chanlyniad a phrofi ad gwell ar gyfer Mr D. Roedd yr achos yn enghraifft dda o ‘werth am arian’.

Page 11: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

AMSER I EIRIOLAETH? Yn 2012, cyhoeddodd Cronfa’r Loteri Fawr yng Nghymru (BIG) fuddsoddiad o £20 miliwn mewn30 prosiect trwy ei Rhaglen Advant~AGE. Mae naw o’r 30 prosiect wedi dod at ei gilydd i ffurfi o rhwydwaith Gwerthuso Eiriolaeth Cymru (AWAEN). Mae rhai canfyddiadau cynnar o werthusiadau a gasglwyd gan Old Bell 3 ar gyfer y prosiectau Eiriolaeth a ariennir Loteri Fawr yn awgrymu:

• Mae buddsoddiad Cronfa’r Loteri Fawr trwy’r rhaglen Advant~AGE yn barod wedi cael effaith sylweddol ar allu ‘sector’ eiriolaeth pobl hyn yng Nghymru.

• Ceir pwyslais clir o fewn canlyniadau arfaethedig prosiectau eiriolaeth Advant~AGE ar gynyddu hyder a gwydnwch emosiynol pobl hyn.

• Ceir hefyd bwyslais clir ar ddefnyddio hyder cynyddol sy’n arwain at bobl hyn yn caffael gwell dealltwriaeth o’u hawliau a’u hopsiynau.

• Mae’r prosiectau’n helpu buddiolwyr i sicrhau bod eu lleisiau’n cael eu clywed ynghylch amrywiaeth eang o faterion sy’n bwysig iddynt. Mae materion ariannol (gan gynnwys budd-daliadau) a chael mynediad i wahanol fathau o wasanaethau (fel pecynnau gofal) yn amlygu eu hunain fel y prif faterion y mae eiriolwyr yn helpu yn eu cylch.

• Mae arwyddion cynnar mewn perthynas â chanlyniadau’n galonogol. Yn enwedig, ceir tystiolaeth sy’n awgrymu bod canlyniadau cadarnhaol yn digwydd mewn perthynas â bod lefelau hyder a theimlad o annibyniaeth yn cynyddu ac yn gwella, bod buddiolwyr yn teimlo bod ganddynt ‘fwy o reolaeth’ ac yn gwneud mwy o benderfyniadau gwybodus ac yn fwy ymwybodol o’u hawliau a sut i’w gweithredu.

Hoffai Age Connects Cymru ddiolch i’r bobl a’r sefydliadau canlynol am eu cyfraniad i’r cyhoeddiad hwn:

• Cathy Boyle - Age Cymru Bae Abertawe• Chris Lazo - Age Connects Caerdydd a’r Fro• Y Dr Mark Llewellyn - Athrofa Iechyd a Gwasanaethau Cymdeithasol Cymru (WIHSC)• Y Rhaglen Amgyffred Strategol (SIP) a’r Awdurdodau Lleol sydd wedi bod yn rhan o’r Prosiect SIP• Aelodau Age Connects Cymru

EIRIOLAETH ANNIBYNNOL A DIOGELU OEDOLION SY’N AGORED I NIWED

Canfyddiadau o astudiaeth gwmpasu - Mai 2014

CYD-DESTUNDerbyniodd y Bil Gwasanaethau Cymdeithasol a Llesiant Gydsyniad Brenhinol ar Fai 1af 2014. Bydd y Bil, ymhlith pethau eraill, yn amlygu eiriolaeth annibynnol, rhywbeth nad yw wedi bodoli o’r blaen yng Nghymru. Agorodd Cronfa’r Loteri Fawr ei chyllid Advant~AGE ar gyfer Gwasanaethau Eiriolaeth yn 2011. O ganlyniad i hyn, cyllidwyd naw gwasanaeth ledled Cymru. Comisiynwyd Athrofa Iechyd a Gofal Cymdeithasol Cymru ym Mhrifysgol Cymru, ac eraill, i gynnal gwerthusiadau o’r gwasanaethau hyn.

Gan adeiladu ar hyn, gofynnwyd am a sicrhawydcyllid ychwanegoli gwblhau astudiaeth gwmpasui ymchwilio gwaith yr eiriolwyr annibynnol a pha mor debyg neu wahanol yw eu gwaith i’r sector statudol mewn tair agwedd:

1. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau gwell canlyniadau i bobl hyn o’u cymharu â’r asiantaethau statudol?

2. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny’n fwy amserol o’u cymharu â’r asiantaethau sector statudol?

3. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny mewn modd sy’n fwy effeithiol o ran amser o’u cymharu â’r asiantaethau sector statudol?

DULLNodwyd tair prif dasg i’w cynnwys fel rhan o’r astudiaeth hon:

A. Cwrdd ag amrywiaeth o weithwyr proffesiynol perthnasol o fewn y trydydd sector a’r sector cyhoeddus i sefydlu a yw’r data angenrheidiol yn bodoli, ac ym mha ffurf y’u ceir, er mwyn cynnal y dadansoddiad arfaethedig;

B. Cynnal cyfarfod panel annibynnol (lle byddai prif reolwyr dynodedig ar gyfer diogelu o dri awdurdod lleol gwahanol ac eraill yn bresennol) i ystyried cyfres o astudiaethau achos sydd wedi codi o waith eiriolwyr annibynnol, i benderfynu beth yw goblygiadau’r ffordd hon o weithio; a

C. Dadansoddiad o’r llinellau amser (dyddiad cychwyn i’r dyddiad gorffen) a’r adnoddau a fewnbynnwyd (mewnbwn cyfanswm amser eiriolwyr, eu rheolwyr ac eraill) er mwyn sicrhau’r canlyniadau a nodwyd o’r tair astudiaeth achos a gyfl wynwyd i’r panel; ac yna, i gymharu’r rhain ag achosion tebyg gan y darparwyr sector statudol i brofi ’r damcaniaethau a ddisgrifi r uchod - 2.

ADRODDIAD CYNNYDD Pwrpas yr adroddiad byr hwn yw rhoi adborth cychwynnol ar farn y panel annibynnol (cam 2), ac i ddod i gasgliadau ac esbonio’r camau nesaf ar gyfer yr astudiaeth. Paratowyd y ddogfen gan y Dr Mark Llewellyn, WIHSC, y prif ymchwilydd ar gyfer yr astudiaeth hon. 1. Y ddwy raglen sy’n cael eu gwerthuso gan WIHSC, a thrwy estyniad y ddwy sydd wedi bod ar ben blaen y gwaith hwn, yw’r prosiect yn Ne-ddwyrain Cymru a reolir gan Age Connects Caerdydd a’r Fro, ac a ddarperir mewn partneriaeth ag Age Connects Morgannwg, Age Connects Torfaen ac Age Cymru Gwent; a’r rhaglen yn Ne-orllewin Cymru a reolir gan Age Cymru Bae Abertawe, ac a ddarperir mewn partneriaeth ag Age Connects Morgannwg ac Age Connects Castell-nedd Port Talbot.2. Sicrhawyd grant ymchwil bychan o £2,500 gan y Rhaglen Cyd-ddealltwriaeth Strategol (SIP) I’r pwrpas hwn – i ddarllen mwy am SIP gweler: http://www.siprogramme.org.uk/en/

0405 NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

AMSER I EIRIOLAETH? Yn 2012, cyhoeddodd Cronfa’r Loteri Fawr yng Nghymru (BIG) fuddsoddiad o £20 miliwn mewn30 prosiect trwy ei Rhaglen Advant~AGE. Mae naw o’r 30 prosiect wedi dod at ei gilydd i ffurfi o rhwydwaith Gwerthuso Eiriolaeth Cymru (AWAEN). Mae rhai canfyddiadau cynnar o werthusiadau a gasglwyd gan Old Bell 3 ar gyfer y prosiectau Eiriolaeth a ariennir Loteri Fawr yn awgrymu:

• Mae buddsoddiad Cronfa’r Loteri Fawr trwy’r rhaglen Advant~AGE yn barod wedi cael effaith sylweddol ar allu ‘sector’ eiriolaeth pobl hyn yng Nghymru.

• Ceir pwyslais clir o fewn canlyniadau arfaethedig prosiectau eiriolaeth Advant~AGE ar gynyddu hyder a gwydnwch emosiynol pobl hyn.

• Ceir hefyd bwyslais clir ar ddefnyddio hyder cynyddol sy’n arwain at bobl hyn yn caffael gwell dealltwriaeth o’u hawliau a’u hopsiynau.

• Mae’r prosiectau’n helpu buddiolwyr i sicrhau bod eu lleisiau’n cael eu clywed ynghylch amrywiaeth eang o faterion sy’n bwysig iddynt. Mae materion ariannol (gan gynnwys budd-daliadau) a chael mynediad i wahanol fathau o wasanaethau (fel pecynnau gofal) yn amlygu eu hunain fel y prif faterion y mae eiriolwyr yn helpu yn eu cylch.

• Mae arwyddion cynnar mewn perthynas â chanlyniadau’n galonogol. Yn enwedig, ceir tystiolaeth sy’n awgrymu bod canlyniadau cadarnhaol yn digwydd mewn perthynas â bod lefelau hyder a theimlad o annibyniaeth yn cynyddu ac yn gwella, bod buddiolwyr yn teimlo bod ganddynt ‘fwy o reolaeth’ ac yn gwneud mwy o benderfyniadau gwybodus ac yn fwy ymwybodol o’u hawliau a sut i’w gweithredu.

Hoffai Age Connects Cymru ddiolch i’r bobl a’r sefydliadau canlynol am eu cyfraniad i’r cyhoeddiad hwn:

• Cathy Boyle - Age Cymru Bae Abertawe• Chris Lazo - Age Connects Caerdydd a’r Fro• Y Dr Mark Llewellyn - Athrofa Iechyd a Gwasanaethau Cymdeithasol Cymru (WIHSC)• Y Rhaglen Amgyffred Strategol (SIP) a’r Awdurdodau Lleol sydd wedi bod yn rhan o’r Prosiect SIP• Aelodau Age Connects Cymru

EIRIOLAETH ANNIBYNNOL A DIOGELU OEDOLION SY’N AGORED I NIWED

Canfyddiadau o astudiaeth gwmpasu - Mai 2014

CYD-DESTUNDerbyniodd y Bil Gwasanaethau Cymdeithasol a Llesiant Gydsyniad Brenhinol ar Fai 1af 2014. Bydd y Bil, ymhlith pethau eraill, yn amlygu eiriolaeth annibynnol, rhywbeth nad yw wedi bodoli o’r blaen yng Nghymru. Agorodd Cronfa’r Loteri Fawr ei chyllid Advant~AGE ar gyfer Gwasanaethau Eiriolaeth yn 2011. O ganlyniad i hyn, cyllidwyd naw gwasanaeth ledled Cymru. Comisiynwyd Athrofa Iechyd a Gofal Cymdeithasol Cymru ym Mhrifysgol Cymru, ac eraill, i gynnal gwerthusiadau o’r gwasanaethau hyn.

Gan adeiladu ar hyn, gofynnwyd am a sicrhawydcyllid ychwanegoli gwblhau astudiaeth gwmpasui ymchwilio gwaith yr eiriolwyr annibynnol a pha mor debyg neu wahanol yw eu gwaith i’r sector statudol mewn tair agwedd:

1. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau gwell canlyniadau i bobl hyn o’u cymharu â’r asiantaethau statudol?

2. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny’n fwy amserol o’u cymharu â’r asiantaethau sector statudol?

3. A yw’r eiriolwyr annibynnol a arweinir gan y sector gwirfoddol wedi sicrhau’r canlyniadau hynny mewn modd sy’n fwy effeithiol o ran amser o’u cymharu â’r asiantaethau sector statudol?

DULLNodwyd tair prif dasg i’w cynnwys fel rhan o’r astudiaeth hon:

A. Cwrdd ag amrywiaeth o weithwyr proffesiynol perthnasol o fewn y trydydd sector a’r sector cyhoeddus i sefydlu a yw’r data angenrheidiol yn bodoli, ac ym mha ffurf y’u ceir, er mwyn cynnal y dadansoddiad arfaethedig;

B. Cynnal cyfarfod panel annibynnol (lle byddai prif reolwyr dynodedig ar gyfer diogelu o dri awdurdod lleol gwahanol ac eraill yn bresennol) i ystyried cyfres o astudiaethau achos sydd wedi codi o waith eiriolwyr annibynnol, i benderfynu beth yw goblygiadau’r ffordd hon o weithio; a

C. Dadansoddiad o’r llinellau amser (dyddiad cychwyn i’r dyddiad gorffen) a’r adnoddau a fewnbynnwyd (mewnbwn cyfanswm amser eiriolwyr, eu rheolwyr ac eraill) er mwyn sicrhau’r canlyniadau a nodwyd o’r tair astudiaeth achos a gyfl wynwyd i’r panel; ac yna, i gymharu’r rhain ag achosion tebyg gan y darparwyr sector statudol i brofi ’r damcaniaethau a ddisgrifi r uchod - 2.

ADRODDIAD CYNNYDD Pwrpas yr adroddiad byr hwn yw rhoi adborth cychwynnol ar farn y panel annibynnol (cam 2), ac i ddod i gasgliadau ac esbonio’r camau nesaf ar gyfer yr astudiaeth. Paratowyd y ddogfen gan y Dr Mark Llewellyn, WIHSC, y prif ymchwilydd ar gyfer yr astudiaeth hon. 1. Y ddwy raglen sy’n cael eu gwerthuso gan WIHSC, a thrwy estyniad y ddwy sydd wedi bod ar ben blaen y gwaith hwn, yw’r prosiect yn Ne-ddwyrain Cymru a reolir gan Age Connects Caerdydd a’r Fro, ac a ddarperir mewn partneriaeth ag Age Connects Morgannwg, Age Connects Torfaen ac Age Cymru Gwent; a’r rhaglen yn Ne-orllewin Cymru a reolir gan Age Cymru Bae Abertawe, ac a ddarperir mewn partneriaeth ag Age Connects Morgannwg ac Age Connects Castell-nedd Port Talbot.2. Sicrhawyd grant ymchwil bychan o £2,500 gan y Rhaglen Cyd-ddealltwriaeth Strategol (SIP) I’r pwrpas hwn – i ddarllen mwy am SIP gweler: http://www.siprogramme.org.uk/en/

0405 NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

Page 12: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

Enw Da • Dyfodol Disglair Mae Age Connects Cymru’n sefydliad cydfuddiannol sy’n gweithio ar gyfer pobl hyn. Age Connects yw’r teitl gweithredu newydd ar gyfer sefydliadau Age Concern nad ydynt yn Bartneriaid Brand Age Cymru.

Rydym yn dymuno parhau i gyd-weithio â’r rhai hynny sy’n rhannu’r un pwrpas â ni. Ein prif amcan yw ymgyrchu a dylanwadu a byddwn yn cefnogi’r dulliau hyn wrth gyfl wyno gwasanaethau cyffredin i aelodau’r grwp, sef:

0203

• Age Connects Caerdydd a’r Fro• Age Connects Morgannwg (gan gynnwys RhCT, Pen-y-Bont ar Ogwr a Merthyr Tudful)• Age Connects Castell-nedd Port Talbot• Age Connects Torfaen

“Rydym yn ymgysylltu â chymunedau lleol, gan gyfl wyno gwasanaethau, gyda phrofi ad ac arbenigedd sy’n ymwneud â mynd i’r afael â’r heriau y mae pobl hyn yn eu hwynebu”.

Gyda chyd-drosiant o tua £5.5, a thros 40 mlynedd o brofi ad yn gweithio gyda rhai o’r bobl hýn fwyaf tlawd ac ynysig yng Nghymru mewn rhai o’r ardaloedd mwyaf amddifad yn gymdeithasol ac yn economaidd yng Nghymru, sy’n cynnwys 11 o’r 22 awdurdod unedol. Mae data Arsyllfa Iechyd Cyhoeddus Cymru (AICC) yn dangos (yn 2010) bod 223,400 o bobl dros 65 oed yn byw yn y 10 ardal hon.

“Ein bwriad yw datblygu rôl sy’n mynd y tu hwnt i fater iechyd a gofal cymdeithasol i un sy’n archwilio sut mae pobl hyn yn cael mynediad i wybodaeth, beth yw eu profi adau o wasanaethau, a sut mae eu bywydau yn cael eu haffeithio gan bolisïau ac arferion sefydliad”.

Ein nod yw cyfl awni hyn wrth wrando ar farn poblhyn a’i defnyddio i helpu i newid y farn ynghylch heneiddio, i un lle ystyrir oedran hyn fel cam yng nghwrs bywyd yr un mor werthfawr ag unrhyw un arall.

Mae pob sefydliad sy’n aelod wedi ymrwymo i gyd-weithio i wneud gwelliannau mewn gofal a lles pobl hyn, gan herio stereoteipio negyddol o bobl hyn i gael gwared â’r amarch y mae rhai pobl yn ei ddioddef.

Cysylltu Cymru • Cysylltu PoblBob blwyddyn, mae aelodau Age Connects Cymru (ACC) yn helpu dros 45,000 o bobl yn uniongyrchol a llawer mwy drwy ein strategaethau marchnata a darpariaeth allgymorth. Ein nod yw darparu’r cymorth, cefnogaeth a gwasanaethau sydd eu hangen ar bobl hyn ledled Cymru i fyw bywyd iachach, mwy actif ac annibynnol. Ein hathroniaeth yw gwneud ein gwasanaethau mor hygyrch â phosibl, a’n bod yn cynnig lefelau gwahanol o gymorth yn ôl angen yr unigolyn. Mae’r rhain yn cynnwys nifer o raglenni ataliol, sy’n canolbwyntio ar ganfyddiadau’r unigolyn ynghylch eu hanghenion eu hunain, tra ar yr un pryd yn hyrwyddo heneiddio cadarnhaol.

• Age Connects Canol Gogledd Cymru (Sir Conwy a Sir Ddinbych)• Age Connects Gogledd-ddwyrain Cymru (Wrecsam a Sir y Ffl int)

“Rydym yn barod i herio’r agweddau systemig, diwylliannol, cyfundrefnol sy’n affeithio bywydau pobl hyn”.

• Diwylliannol - gwerthfawrogi a pharchu hawl pobl hyn i wneud penderfyniadau

• Sefydliadol - sicrhau bod sefydliadau a gweithwyr yn gwerthfawrogi pobl hyn fel cwsmeriaid

• Systemig - sicrhau bod prosesau a systemau’n gyfeillgar i bobl hyn

“Rydym yn datblygu sefydliad sy’n gynaliadwy, wrth sefydlu rhaglen wirfoddoli uchelgeisiol o fewn Age Connects Cymru i hyrwyddo ein nodau”.

Ar lefel leol, mae ein haelodau’n darparu dros 30 o wahanol wasanaethau, gan ddefnyddio dros 150 o staff sy’n gyfwerth â llawn amser gyda gwerth ychwanegol cefnogaeth 560 o wirfoddolwyr. Rydym yn amcangyfrif yn geidwadol bod cyfraniad gwirfoddolwyr sy’n cefnogi ein gwaith yn werth mwy na £2 fi liwn y fl wyddyn.

Mae llawer o ffactorau’n dylanwadu ar ganfyddiadau personol ynghylch iechyd a lles,a dengys tystiolaeth fod gan y camau y maepobl yn eu cymryd, a’r ffordd y maent yn meddwlam eu bywydau, yr effaith fwyaf. Rydym yn defnyddio’r cysyniad o’r pum cam i les fel sylfaen i’n gwaith:

1. Cysylltu â’r bobl o’ch amgylch2. Cadw’n actif 3. Cadw i ddysgu 4. Rhoi i eraill 5. Sylwi ar eich teimladau a’ch meddyliau

Cynllunnir gwasanaethau gyda, ac ar gyfer pobl hyn, a chynhelir ymgynghoriad eang gyda phobl hyn, eu gofalwyr, gwirfoddolwyr, comisiynwyr agweithwyr proffesiynol meddygol, iechyd a gofalcymdeithasol. Mae cynrychiolaeth mewn fforymaua grwpiau rhan ddeiliaid yn sicrhau bod aelodau yn derbyn y wybodaeth ddiweddaraf ac yn hyrwyddo cyfl eoedd i wella bywydau pobl hyn. Gan ddefnyddio ein dull cyfannol i ddarparu gwasanaeth, yn ogystal â syniadau arloesol newydd, rydym yn gallu ymateb i’r uchod a sicrhau ein bod yn gallu cynnig amrywiaeth o wasanaethau ledled Cymru. Mae’r rhain yn cynnwys:

Gwybodaeth a Chyngor AnnibynnolMae’r gwasanaeth cyfrinachol hwn yn cynnigamrywiaeth eang o wybodaeth a chyngor i helpupobl i fyw’n annibynnol, aros yn eu cartrefi eu hunain a gwneud y mwyaf o’u hincwm.

Eiriolaeth Annibynnol Bydd ein staff a’n gwirfoddolwyr yn helpu gydag amrywiaeth o faterion eiriolaeth gan gynnwys materion diogelu sy’n cynnwys cam-drin neu esgeulustra.

Gwirfoddoli Mae gwirfoddoli yn hanfodol i aelodau ACC ac rydym yn cynnig amrywiaeth eang o gyfl eoedd. Ar hyn o bryd mae gennym 500 o wirfoddolwyr ledled Cymru.

Bod yn ffrind Nod ein gwasanaethau bod yn ffrind yw lleihau unigrwydd ac arwahanrwydd ar gyfer y rhai hynny sydd heb neu ag ychydig o rwydweithiau cymdeithasol. Mae cynlluniau grwp bod yn ffrind a arweinir gan wirfoddolwyr yn annog ffurfi ogrwpiau cyfeillgarwch ac yn cynnig cefnogaethddwyochrog a pharhaus. Ar gyfer y rhai hynny nad ydynt yn gallu cymryd rhan mewn gweithgareddau cymunedol, rydym yn darparu gwasanaeth bod yn ffrind ar y ffôn.

Torri Ewinedd Mae’r gwasanaeth cyfl eus hwn y codir tâl amdano ar gael mewn amrywiaeth o leoliadau allgymorth, gydag ymweliadau i’r cartref ar gael i’r rhai hynny sydd â phroblemau symud.

Gweithgareddau Rydym yn darparu amrywiaeth o weithgareddauhunan-gynaliadwy sy’n gwella iechyd a lles corfforol ac emosiynol. Mae’r rhaglenni hyn yn cwmpasu adeiladu sgiliau, gwirfoddoli, dysgu, gweithgareddau corfforol a chymdeithasol sy’ncadw pobl mewn cyswllt yn eu cymuned ac yn eu helpu i barhau’n annibynnol. Cyfl wynir gweithgareddau trwy raglen strwythuredig neu’n caniatáu i bobl sy’n cymryd rhan fynegi eu ‘Barn a’u Dewis’ trwy ymgynghoriad defnyddiwr gwasanaeth. Cyfl wynir rhaglenni trwy nifer o ffyrdd gan gynnwys Canolfannau ACC, cyfl eusterau cymuned, unedau dydd, clybiau nos a chartrefi preswyl.

NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

Enw Da • Dyfodol Disglair Mae Age Connects Cymru’n sefydliad cydfuddiannol sy’n gweithio ar gyfer pobl hyn. Age Connects yw’r teitl gweithredu newydd ar gyfer sefydliadau Age Concern nad ydynt yn Bartneriaid Brand Age Cymru.

Rydym yn dymuno parhau i gyd-weithio â’r rhai hynny sy’n rhannu’r un pwrpas â ni. Ein prif amcan yw ymgyrchu a dylanwadu a byddwn yn cefnogi’r dulliau hyn wrth gyfl wyno gwasanaethau cyffredin i aelodau’r grwp, sef:

0203

• Age Connects Caerdydd a’r Fro• Age Connects Morgannwg (gan gynnwys RhCT, Pen-y-Bont ar Ogwr a Merthyr Tudful)• Age Connects Castell-nedd Port Talbot• Age Connects Torfaen

“Rydym yn ymgysylltu â chymunedau lleol, gan gyfl wyno gwasanaethau, gyda phrofi ad ac arbenigedd sy’n ymwneud â mynd i’r afael â’r heriau y mae pobl hyn yn eu hwynebu”.

Gyda chyd-drosiant o tua £5.5, a thros 40 mlynedd o brofi ad yn gweithio gyda rhai o’r bobl hýn fwyaf tlawd ac ynysig yng Nghymru mewn rhai o’r ardaloedd mwyaf amddifad yn gymdeithasol ac yn economaidd yng Nghymru, sy’n cynnwys 11 o’r 22 awdurdod unedol. Mae data Arsyllfa Iechyd Cyhoeddus Cymru (AICC) yn dangos (yn 2010) bod 223,400 o bobl dros 65 oed yn byw yn y 10 ardal hon.

“Ein bwriad yw datblygu rôl sy’n mynd y tu hwnt i fater iechyd a gofal cymdeithasol i un sy’n archwilio sut mae pobl hyn yn cael mynediad i wybodaeth, beth yw eu profi adau o wasanaethau, a sut mae eu bywydau yn cael eu haffeithio gan bolisïau ac arferion sefydliad”.

Ein nod yw cyfl awni hyn wrth wrando ar farn poblhyn a’i defnyddio i helpu i newid y farn ynghylch heneiddio, i un lle ystyrir oedran hyn fel cam yng nghwrs bywyd yr un mor werthfawr ag unrhyw un arall.

Mae pob sefydliad sy’n aelod wedi ymrwymo i gyd-weithio i wneud gwelliannau mewn gofal a lles pobl hyn, gan herio stereoteipio negyddol o bobl hyn i gael gwared â’r amarch y mae rhai pobl yn ei ddioddef.

Cysylltu Cymru • Cysylltu PoblBob blwyddyn, mae aelodau Age Connects Cymru (ACC) yn helpu dros 45,000 o bobl yn uniongyrchol a llawer mwy drwy ein strategaethau marchnata a darpariaeth allgymorth. Ein nod yw darparu’r cymorth, cefnogaeth a gwasanaethau sydd eu hangen ar bobl hyn ledled Cymru i fyw bywyd iachach, mwy actif ac annibynnol. Ein hathroniaeth yw gwneud ein gwasanaethau mor hygyrch â phosibl, a’n bod yn cynnig lefelau gwahanol o gymorth yn ôl angen yr unigolyn. Mae’r rhain yn cynnwys nifer o raglenni ataliol, sy’n canolbwyntio ar ganfyddiadau’r unigolyn ynghylch eu hanghenion eu hunain, tra ar yr un pryd yn hyrwyddo heneiddio cadarnhaol.

• Age Connects Canol Gogledd Cymru (Sir Conwy a Sir Ddinbych)• Age Connects Gogledd-ddwyrain Cymru (Wrecsam a Sir y Ffl int)

“Rydym yn barod i herio’r agweddau systemig, diwylliannol, cyfundrefnol sy’n affeithio bywydau pobl hyn”.

• Diwylliannol - gwerthfawrogi a pharchu hawl pobl hyn i wneud penderfyniadau

• Sefydliadol - sicrhau bod sefydliadau a gweithwyr yn gwerthfawrogi pobl hyn fel cwsmeriaid

• Systemig - sicrhau bod prosesau a systemau’n gyfeillgar i bobl hyn

“Rydym yn datblygu sefydliad sy’n gynaliadwy, wrth sefydlu rhaglen wirfoddoli uchelgeisiol o fewn Age Connects Cymru i hyrwyddo ein nodau”.

Ar lefel leol, mae ein haelodau’n darparu dros 30 o wahanol wasanaethau, gan ddefnyddio dros 150 o staff sy’n gyfwerth â llawn amser gyda gwerth ychwanegol cefnogaeth 560 o wirfoddolwyr. Rydym yn amcangyfrif yn geidwadol bod cyfraniad gwirfoddolwyr sy’n cefnogi ein gwaith yn werth mwy na £2 fi liwn y fl wyddyn.

Mae llawer o ffactorau’n dylanwadu ar ganfyddiadau personol ynghylch iechyd a lles,a dengys tystiolaeth fod gan y camau y maepobl yn eu cymryd, a’r ffordd y maent yn meddwlam eu bywydau, yr effaith fwyaf. Rydym yn defnyddio’r cysyniad o’r pum cam i les fel sylfaen i’n gwaith:

1. Cysylltu â’r bobl o’ch amgylch2. Cadw’n actif 3. Cadw i ddysgu 4. Rhoi i eraill 5. Sylwi ar eich teimladau a’ch meddyliau

Cynllunnir gwasanaethau gyda, ac ar gyfer pobl hyn, a chynhelir ymgynghoriad eang gyda phobl hyn, eu gofalwyr, gwirfoddolwyr, comisiynwyr agweithwyr proffesiynol meddygol, iechyd a gofalcymdeithasol. Mae cynrychiolaeth mewn fforymaua grwpiau rhan ddeiliaid yn sicrhau bod aelodau yn derbyn y wybodaeth ddiweddaraf ac yn hyrwyddo cyfl eoedd i wella bywydau pobl hyn. Gan ddefnyddio ein dull cyfannol i ddarparu gwasanaeth, yn ogystal â syniadau arloesol newydd, rydym yn gallu ymateb i’r uchod a sicrhau ein bod yn gallu cynnig amrywiaeth o wasanaethau ledled Cymru. Mae’r rhain yn cynnwys:

Gwybodaeth a Chyngor AnnibynnolMae’r gwasanaeth cyfrinachol hwn yn cynnigamrywiaeth eang o wybodaeth a chyngor i helpupobl i fyw’n annibynnol, aros yn eu cartrefi eu hunain a gwneud y mwyaf o’u hincwm.

Eiriolaeth Annibynnol Bydd ein staff a’n gwirfoddolwyr yn helpu gydag amrywiaeth o faterion eiriolaeth gan gynnwys materion diogelu sy’n cynnwys cam-drin neu esgeulustra.

Gwirfoddoli Mae gwirfoddoli yn hanfodol i aelodau ACC ac rydym yn cynnig amrywiaeth eang o gyfl eoedd. Ar hyn o bryd mae gennym 500 o wirfoddolwyr ledled Cymru.

Bod yn ffrind Nod ein gwasanaethau bod yn ffrind yw lleihau unigrwydd ac arwahanrwydd ar gyfer y rhai hynny sydd heb neu ag ychydig o rwydweithiau cymdeithasol. Mae cynlluniau grwp bod yn ffrind a arweinir gan wirfoddolwyr yn annog ffurfi ogrwpiau cyfeillgarwch ac yn cynnig cefnogaethddwyochrog a pharhaus. Ar gyfer y rhai hynny nad ydynt yn gallu cymryd rhan mewn gweithgareddau cymunedol, rydym yn darparu gwasanaeth bod yn ffrind ar y ffôn.

Torri Ewinedd Mae’r gwasanaeth cyfl eus hwn y codir tâl amdano ar gael mewn amrywiaeth o leoliadau allgymorth, gydag ymweliadau i’r cartref ar gael i’r rhai hynny sydd â phroblemau symud.

Gweithgareddau Rydym yn darparu amrywiaeth o weithgareddauhunan-gynaliadwy sy’n gwella iechyd a lles corfforol ac emosiynol. Mae’r rhaglenni hyn yn cwmpasu adeiladu sgiliau, gwirfoddoli, dysgu, gweithgareddau corfforol a chymdeithasol sy’ncadw pobl mewn cyswllt yn eu cymuned ac yn eu helpu i barhau’n annibynnol. Cyfl wynir gweithgareddau trwy raglen strwythuredig neu’n caniatáu i bobl sy’n cymryd rhan fynegi eu ‘Barn a’u Dewis’ trwy ymgynghoriad defnyddiwr gwasanaeth. Cyfl wynir rhaglenni trwy nifer o ffyrdd gan gynnwys Canolfannau ACC, cyfl eusterau cymuned, unedau dydd, clybiau nos a chartrefi preswyl.

NEWID AGWEDDAU • GWELLA BYWYDAUNEWID AGWEDDAU • GWELLA BYWYDAU

Page 13: TIME FOR ADVOCACY? · 3 for the Big lottery Funded Advocacy projects suggest: • BIG’s investment via the AdvantAGE programme has already had a signifi cant impact on the capacity

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