Social Investment Scotland (SIS) provides investment for charities and organisations looking to make a real difference to people’s lives, society or the environment. Since we started in 2001, we’ve invested over £56 million in social enterprise projects across Scotland.

We conduct an annual SIS customer survey to find out more about our customers’ social impact and the positive effect our investment is having on communities throughout Scotland. This year’s survey had an excellent response rate of 96% from 130 customers.

For the third year in a row, we have made use of Big Society Capital’s Outcomes Matrix. This allows us to measure social impact in relation to fifteen beneficiary groups and nine outcome areas. These reflect what a person needs to lead a full and happy life.

The following report showcases our customers’ social impact in this past year on communities all around Scotland. It also demonstrates how our investment has enabled these customers to continue to solve pressing social issues every day.

Arts, Heritage, Sports & Faith

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

of SIS customers chose Arts, Heritage, Sport & Faith as their primary outcome area (a total of 22 customers).

The Investment

Total approved for 7 organisations

£853,336

Total drawn down by 6 organisations*

£812,162
The difference it makes

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

95%

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

86%

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

Operating from Yell in the North of Shetland, GlobalYell is a charity whose aim is to promote, train and educate about vocal music and textiles, particularly woven fabrics. The organisation runs workshops, summer residencies and textile tours of Shetland, as well as a trading subsidiary, GlobalYell Productions. In 2016, GlobalYell required a total of £32,000 to purchase its business premises, free it from lease costs and become fully financially sustainable.

Citizenship & Community

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

of SIS customers chose Citizenship & Community as their primary outcome area (a total of 27 customers).

The Investment

Total approved for 2 organisations

£1,125,000

Total drawn down by 7 organisations*

£784,145
The difference it makes

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

70%

ensure individuals have a stake in their community and society at large, and make a conscious contribution.

78%

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

Portsoy Community Enterprise (PCE) is a charity whose main venture is running the annual Scottish Traditional Boat Festival, which celebrates the area’s rich maritime and rural culture. In line with the variety of ventures that PCE operates, its social impact ranges from providing economic benefit to the community to furthering cultural development. Its boat-building programmes, undertaken at The Boatshed, provide individuals with meaningful activities; a chance to learn new skills;

Conservation of the Natural Environment

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

of SIS customers chose Conservation of the Natural Environment as their primary outcome area (a total of 7 customers).

The Investment

Total approved for 2 organisations

£267,000

Total drawn down by 3 organisations*

£105,600
The difference it makes

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

57%

want to help individuals understand the importance of the natural environment and reduce their impact on it.

43%

seek to ensure natural spaces are conserved.

New Caledonian Woodlands (NCW) is a social enterprise with two primary aims: to encourage environmental sustainability and to support people with improving their mental well-being. It runs a variety of projects and courses, where people plant new woodlands or manage old ones, press hand-picked apples for juice or learn about how to reduce their environmental impact. NCW recognised its heavy reliance on grant funding and started the process to become

Employment, Training & Education

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

of SIS customers chose Employment, Training & Education as their primary outcome area (a total of 42 customers).

The Investment

Total approved for 5 organisations

£375,000

Total drawn down by 9 organisations*

£548,000
The difference it makes

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

62%

want to help individuals into suitable employment, education or training with ongoing support to maintain it if necessary.

74%

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

Inverness Kart Raceway (IKR) is a social enterprise wholly owned by Day 1, a charity operating in the Highlands. Day 1 provides 14- to 17-year-olds with a year-long, one-to-one mentoring service, whose aim is for these young people to be in education, employment or training by the end of the process. Day 1 received SIS funding of £770,000 to build a go-karting track and contribute to the initial working capital.

Family, Friends & Relationships

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

of SIS customers chose Housing & Local Facilities as their primary outcome area (a total of 6 customers).

The Investment

No loans were approved or drawn down for this outcome area in the 2016/17 financial year. Our portfolio as at 31/03/2017 is worth £1.3m+ to support 6 organisations.

The difference it makes

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

67%

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

83%

make sure good quality services are available for family, friends and relationships.

Simeon Care for the Elderly (Simeon) is a charity that runs a residential care home in Aberdeen. It supports its residents in living an active, meaningful and purposeful life in a community of high quality care. Simeon is designed so that residents, employees and volunteers live within the facilities as a community. It offers a person-centred approach to meet residents’ needs and aspirations at this stage in their lives. Due

Housing & Local Facilities

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

of SIS customers chose Housing & Local Facilities as their primary outcome area (a total of 6 customers).

The Investment

Total approved for 1 organisation

£200,000

No loans drawn down

The difference it makes

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

67%

work towards individuals being motivated and able to live as independently as possible, and have the ongoing support to maintain if necessary.

50%

seek public and corporate policy and expenditure that supports good quality housing and local facilities.

Buchan Dial-a-Community Bus (DACB) offers a high quality, community transport delivery and support service that helps to reduce social exclusion. This social enterprise provides an essential link for elderly, disabled, rurally and socially isolated people through shopping trips and community use among other services. DACB sought investment from the Scottish Investment Fund to purchase new minibuses and increase its management capacity. It now operates in the Buchan and Aberdeen area

Income & Financial Inclusion

People have sufficient income to meet their essential needs and access to suitable financial products and services and reach an optimum level of income for health and well-being.

of SIS customers chose Income & Financial Inclusion as their primary outcome area (a total of 3 customers).

The Investment

Total approved for 3 organisations

£875,000

Total drawn down by 3 organisations*

£738,057
The difference it makes

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

67%

aim for individuals managing their finances well.

67%

want ethically responsible and suitable financial services and products available to all.

There are many lower income families in Scotland and across the UK that cannot overcome a financial emergency such as a washing machine or fridge freezer breaking. These families often end up in a debt trap that starts with a very basic need to buy an essential item without access to mainstream or store credit. Fair For You (FFY) was set up to create an alternative, affordable source of credit

Mental Health & Wellbeing

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

of SIS customers chose Mental Health & Wellbeing as their primary outcome area (a total of 6 customers).

The Investment

No loans approved

Total drawn down by 3 organisations*

£245,000
The difference it makes

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

50%

want individuals to have a sense of purpose, engage in meaningful and fulfilling activity, and have aspirations for the future.

83%

aim for good mental health and well-being across the community.

Operating from Glasgow, The Centre of Therapy and Counselling Studies (CofT) provides Cognitive Behavioural Therapy (CBT) training and therapy. It is widely recognised that CBT has become the preferred and recommended intervention for the treatment of people presenting with certain mental health difficulties. CofT provides affordable sessions for clients, as well as the option of seeing a student therapist for free. It also provides limited scholarship awards each year to

Physical Health

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

of SIS customers chose Physical Health as their primary outcome area (a total of 11 customers).

The Investment

Total approved for 2 organisations

£79,500

Total drawn down by 5 organisations*

£161,200
The difference it makes

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

100%

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

91%

encourage healthy and physically active people and communities.

Dundee Gymnastics Club 2K (DGC2K) aims to provide advancement of health, education and public participation in sport. DGC2K encourages children and young people to participate in gymnastics, which it says inspires the mind and body. It achieves this by providing the community with dedicated coaching staff, accessible and high quality training facilities, and an affordable pricing model. It also aims to include poorer families by providing ‘looked-after’ members with memberships,