Sheffield Enquire

Jacobs Gate, Sheffield

Floorplans Floorplans

Key Features Key Features

Pricelist

Pricelist

Summary of charges

Brochure

Get in Touch

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Floorplans Floorplans

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KeyApartment features Prices

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Pricelist Understanding Ferio voluptatest, officipsant pra andel. the Charges

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Summary of charges Ferio voluptatest, offic ipsant pra andel.

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Sheffield Brochure Ferio voluptatest, officipsant pra andel.

12 11

10

9 Kitchen

Kitchen

Kitchen

Restaurant

Bedroom Two Living Room

Bedroom One

Living Room

Bedroom

Living Room

Bedroom One

Bedroom Two

Living Room

Bedroom Shower Room

Store Room

Bathroom En-suite Shower

Utility

Utility

Store Room

Utility/ Store Room

Shower Room

Therapy Suite

Staff Area

Kitchen

Shower Room

Kitchen

Study Utility Kitchen

Store Room

En-suite Shower

Bedroom Two

En-suite Shower

Utility

Store Room

Bathroom

Bedroom One

Bedroom Two

Living Room

En-suite Shower

Utility

Store Room

Lift Homeowners’ Lounge

Bathroom

Bathroom

Bedroom One

Bedroom Two

Living Room

Bedroom One

Bedroom Three Living Room

Kitchen

8

Kitchen

7

Hairdressing Salon

6

Manager’s Room

Main Entrance

Entrance Lobby

Foyer

Shower Room Bedroom One

5

Utility Management Team Bedroom Two Kitchen

Lift

Bedroom One

Utility

4

Mobility Scooter & Bicycle Store

Store Room

Living Room

En-suite Shower Bedroom One

Shower Room

1

Bathroom Bedroom Two

Utility

Bedroom Two

Kitchen Kitchen

1 Bedroom

Living Room

1 Bedroom Deluxe Bedroom One

2 Bedroom 2 Bedroom En-Suite

3

Store Room

Store Room

En-suite Shower

Utility Bedroom Two

En-suite Shower

Bathroom

Bedroom Three

3 Bedroom En-Suite

2 Bedroom Two

Study Living Room

Bedroom One

Bathroom Store Room

2 Bedroom En-Suite with Study

Living Room

Kitchen

Utility

Kitchen Store Room

Living Room

22

21 Kitchen

23

24

26

25

Kitchen

Kitchen

Kitchen

Bedroom Two

Bedroom Two Living Room

Bedroom One

Living Room

Bedroom One

Bedroom Two

Bedroom

Living Room

Living Room

Living Room

Bathroom Utility

En-suite Shower

Living Room

Shower Room

Store Room

Utility/ Store Room

Utility

Shower Room

Bedroom One

Bedroom Shower Room

Store Room

Bedroom

Bedroom Shower Room Kitchen

Kitchen Utility/ Store Room

Utility/ Store Room

Living Room Store Room

Shower Room

Utility/ Store Room

Shower Room

Utility

Study

Utility Store Room

Kitchen

En-suite Shower

En-suite Shower

Utility

Store Room

Bathroom

En-suite Shower

Utility

Store Room

En-suite Shower

Living Room

Utility Store

Utility

Store Room

Lift

Bathroom

Bathroom

Bathroom

Kitchen Bedroom

Kitchen

Bedroom Three

Bedroom Two

Bedroom One

Bedroom Two

Living Room

Bedroom One

Bedroom Two

Living Room

Bedroom One

Bedroom One

Bedroom Two

Living Room

Kitchen

28

Shower Room Utility Store

Living Room

27

Kitchen

Shower Room

29

Kitchen Bedroom

20

19

18

17

Kitchen

En-suite Shower

Shower Room

Living Room

Bedroom One

Bedroom One Utility Bathroom

16

Utility

Bedroom Two

Bedroom Two

Kitchen

Kitchen Store Room

Living Room

Store Room

30

Living Room

Lift En-suite Shower Bedroom One Utility

Shower Room

Bedroom One

Bathroom

15 1 Bedroom

Bedroom Two

Kitchen Living Room

Bedroom One

2 Bedroom

Store Room

Store Room

En-suite Shower

Bathroom

Bedroom Three

Living Room

Bedroom One

Bedroom Two

Study

3 Bedroom En-Suite

Living Room

Bathroom Store Room

14

31

En-suite Shower

Utility Bedroom Two

2 Bedroom En-Suite

Bedroom Two

Kitchen

1 Bedroom Deluxe

2 Bedroom En-Suite with Study

Utility

Kitchen

Utility

Kitchen Store Room

Living Room

13

41

40

42 Kitchen

Kitchen

Kitchen

44

43

Bedroom Two Living Room

Bedroom One Bedroom Two

Store Room

Living Room

Living Room

Bedroom One

Bedroom Two

En-suite Shower

Store Room

Bedroom Two

Bedroom

Utility/ Store Room

Shower Room

Utility

Shower Room

Living Room

Shower Room

Store Room

Store Room

Shower Room

Shower Room

Utility/ Store Room

Utility

Kitchen

Living Room

Bedroom One

Bedroom

Bedroom One

Kitchen

Bathroom Utility

45

Kitchen

Living Room

Utility

Study

Utility Store Room

Kitchen

En-suite Shower

Bathroom

En-suite Shower

Utility

Store Room

En-suite Shower

Utility

Store Room

Bathroom

En-suite Shower

Store Room

Lift

Bathroom

Bathroom

Living Room

Utility/ Store

Utility

Kitchen Bedroom

Kitchen

Bedroom Three

Bedroom Two

Bedroom One

Bedroom Two

Living Room

Bedroom One

Bedroom Two

Living Room

Bedroom One

Bedroom One

Bedroom Two

Shower Room Living Room

Living Room

Kitchen

46

Utility Store

Shower Room

47

Kitchen Bedroom

39

38

37

36

Kitchen

Living Room

En-suite Shower

Shower Room

Bedroom One

Bedroom One Utility Bathroom

35

Utility

Bedroom Two

Bedroom Two

Kitchen Kitchen Store Room

Living Room

Store Room

48

Living Room

Lift

Bedroom One

En-suite Shower

Utility

Shower Room

Bedroom One

Bathroom

34 1 Bedroom

Bedroom Two

Utility

Bedroom Two

Kitchen Kitchen Living Room

1 Bedroom Deluxe Bedroom One

2 Bedroom

Store Room

Store Room

2 Bedroom En-Suite

Living Room

En-suite Shower

Utility Bedroom Two

49

En-suite Shower Bedroom One

Bathroom

Bedroom Three Bathroom

2 Bedroom En-Suite with Study

Store Room

33

Bedroom Two

Study

3 Bedroom En-Suite

Living Room

Kitchen

Utility

Kitchen Store Room

Living Room

32

59

58

Kitchen

Kitchen

Kitchen

61

60

Store Room

Bathroom En-suite Shower

Utility

Bedroom Two

Guest Suite Bedroom One

Living Room

Living Room

Store Room

Utility/ Store Room

Activity Studio

Shower Room

Living Room

Store Room

Shower Room

Kitchen

Bedroom One

Bedroom

Bedroom

Shower Room

Utility

Living Room

Living Room

Bedroom One

Bedroom Two

62

Kitchen

Bedroom Two

Shower Room

Utility/ Store Room

Utility

Study

Utility Store Room

Kitchen

En-suite Shower

Bathroom

En-suite Shower

Utility

Store Room

Utility

Store Room

En-suite Shower

En-suite Shower

Utility

Living Room

Store Room

Kitchen

Lift

Bathroom

Bathroom

Bathroom

63

Kitchen

Bedroom Three

Bedroom Two

Bedroom One

Living Room

Bedroom Two

Living Room

Bedroom One

Bedroom Two

Bedroom One

Bedroom One

Utility/ Store Room

Bedroom Two Staff Sleep Over

Living Room Kitchen

57

Living Room

56

Kitchen

55

Bedroom

54

Shower Room

Staff Room

Shower Room Bedroom One Utility

53

Bedroom Two

Bedroom

Kitchen Kitchen

Utility/ Store Room

En-suite Shower

Utility

Bedroom One

Shower Room

Bathroom

52 1 Bedroom Deluxe

Bedroom Two

Utility

Bedroom Two

Kitchen Kitchen Living Room

1 Bedroom Bespoke

Bedroom One

2 Bedroom

Store Room

Store Room

65

Living Room

En-suite Shower

Bedroom Two Utility

En-suite Shower

Bathroom

2 Bedroom En-Suite

Bedroom Three

51 Living Room

Bedroom One

Bathroom Store Room

Bedroom Two

Study

3 Bedroom En-Suite

Living Room

Lift

Bedroom One

1 Bedroom

64

Store Room

Living Room

2 Bedroom En-Suite with Study

Shower Room

Kitchen

Utility

Kitchen Store Room

Living Room

50

Pricelist

Key Fa c t s

1. Property Details Landlord

Gladman Retirement Living Ltd

Manager

Adlington Management Services Ltd (AMS)

Address

Jacobs Gate, Troutbeck Road, Sheffield, S7 2QA. Built in 2020.

65 Apartments:

Property Type

Status of units Occupancy

•

16 x one bedroom, 41 x two bedrooms, 8 x three bedrooms

•

Over 4 floors. Two lifts available

•

NHBC 10-year guarantee applies from the first apartment sale

New •

1 and 2 bedrooms: one or two people

•

3 bedrooms: up to three people

Tenure

Leasehold 250 years from 1st January 2021

Care provider

Serenta HomeCare Ltd, Unit 3, 134 Archer Road, Sheffield, S8 0JZ

Catering provider

ABM Essence

2. Cost of moving into the property Varies by individual apartment size and location (see price list) Asking price

•

1 bedroom: £114,950 - £337,950

•

2 bedrooms: £242,950 - £359,750

•

3 bedrooms: £389,950 - £419,950

Reservation fee

£1,500 payable on reservation

Other costs

There is no charge for the health needs assessment. Buyers are responsible for their own legal and removals costs and for Stamp Duty Land Tax.

3. Charges when selling the property A contribution to the Building Reserve Fund is payable when an apartment is sold. The amount payable is 0.25% of the sale price for each year or part year of occupation.

Building Reserve Fund contribution

2

For example: if a property that has been owned for 9 years and 7 months is sold for £300,000 the fee will be £7,500: •

Formula: Sale price x 0.25% x years or part-years owned

•

Calculation: £300,000 x 0.25% = £750 x 10 years = £7,500

Administration fee

Minimum fee £150 (including VAT). Covers the landlord’s costs in checking the eligibility of the purchaser and facilitating the transfer of the lease.

Ongoing charges

The Service and Well-being Charge and Ground Rent remain payable until a property is sold.

Repairs or redecoration

Properties must be redecorated at least every 7 years. Vendors may need to undertake works at their own cost to assist a sale.

Other charges

Vendors will need to pay their own removal and legal fees.

4. Ongoing charges payable to Adlington while living in the community

Service and Well-being Charge

•

1 bedroom: £137.56 per week*

•

2 bedrooms: £144.63 per week*

•

3 bedrooms: £151.54 per week*

Subject to review/increases annually 1 April in relation to actual costs. *Approximate price.

24/7 ‘On call’ support Included in the Service and Well-being Charge

Ground Rent

•

1 bedroom: £700 per year

•

2 bedrooms: £1,000 per year

•

3 bedrooms: £1,200 per year

Subject to review/increase annually 1 January in line with RPI

5. Discretionary charges payable to Adlington or other service providers Serenta HomeCare charges: Domiciliary (personal) care

• From £18.36 per hour weekdays 7 am - 9 pm • From £18.36 per hour weeknights 9 pm - 7 am • From £19.68 per hour weekends

Nursing care

Nursing care is not provided.

Restaurant charges

ABM Essence charges: £4 for 2 courses and £5.25 for 3 courses

Maintenance service

Small jobs and repairs in apartments arranged through AMS: £15.00 per hour. Homeowners can use other maintenance providers.

Cleaning service

Apartment cleaning arranged through AMS: £15.00 per hour.

Homeowners can use other cleaning providers Available to the guests of homeowners. Includes breakfast:

Guest Suite

•

1 person: £40 per night

•

2 – 4 persons: £50 per night

6. Ongoing charges payable to third parties Electricity

Homeowners arrange their own electricity supply contract.

Council tax bands and 2021/22 charges:

Council tax

•

1 bedroom: TBC subject to confirmation by local authority

•

2 bedrooms: TBC subject to confirmation by local authority

•

3 bedrooms: TBC subject to confirmation by local authority

TV licence

Homeowners pay for their own licences and claim any discounts. See www.tvlicensing.co.uk

Internet and telephone

Wi-Fi is available in the communal areas only. Homeowners arrange their own broadband and telephone service contracts.

Satellite, cable TV

Communal satellite dish. Homeowners arrange their own contracts.

3

7. Insurance arrangements Responsibility of the operator

Communal Buildings Insurance, Public Liability and Employer’s liability are included within the Service and Well-being Charge.

Responsibility of the owner

Home contents insurance is recommended. Homeowners choose their own provider.

8. Other information Building Reserve Fund

The initial fund balance is £NIL. The fund will grow as contributions are received on future resales of properties and annually via the Service Charge.

Subletting

Subletting is permitted. Refer to the lease.

Restrictions on selling the property

At least one occupier in each apartment must be 65 or over. Properties can be purchased by younger people on behalf of qualifying occupiers.

Homeowners must undergo a health assessment prior to purchase.

Homeowners are entirely responsible for managing property resales.

Please note: Charges stated are correct at the date shown but may change annually or at other intervals over the period of residence.

We encourage you to discuss your housing options with your family and friends, and to seek independent advice, support and representation as appropriate, in connection with a move to a retirement community.

In fo r m a t i on fo r H o m e ow n e r s - t he S er v i ce an d We l l -be i ng C h a rge The following questions and answers are intended to help explain how Adlington Management Services Ltd (AMS) manage the Service and Well-being Charge.

W h a t ser v i ce s d oes the cha rge cover ?

The budget headings for the Service and Well-being Charge are: • Well-being staff costs and professional catering: Well-being Duty Managers who provide cover 24 hours a day, 365 days a year and the catering service • Staff Costs: General Manager, Maintenance Person and team uniforms • Management Fees: Managing the development and services on behalf of the landlord (administration, human resources, legal, procurement, etc) 4

• External audit fees: Accountancy costs for auditing the accounts • Risk Assessments: Staff health and safety training and ensuring that all risk assessments are compliant • Office Costs: Stationery, fibre-optic broadband and IT security • Window Cleaning: External windows and gutters and internal windows in the communal areas only

• Waste Management: Removing waste and controlling pests • Internal Cleaning: Communal areas only, including the housekeepers and cleaning products • External Landscaping: Grounds maintenance services • Maintenance Contracts: Maintaining and servicing external doors, the emergency call system, all fire safety equipment and lightning protection • Lift Maintenance Contract: Maintenance, including parts and servicing

• Lifestyle Events: Fund to facilitate activities of the Homeowners choosing • Insurance: Covers the building, communal contents and the staff working in it • Water and sewerage costs: Providing these services for individual apartments as well as for the communal areas • Communal electricity: The electricity used in all of the communal areas • Reserve Fund Contribution: Building repairs and redecoration

• Internal repairs and maintenance: Day to day work in the communal areas only I s t he S er v i ce a nd Well-being Ch a rge ‘ fi xed ’ or ‘va r ia ble’?

I s th e S er v i c e a n d Wel l - b ei n g

The charge is ‘variable: It changes each year according to actual costs only.

The Service and Well-being Charge funds are held in a separate trust fund account for the benefit of homeowners and cannot be used for any other purposes.

W h en do e s t he S er vice a nd We ll -b e i ng Cha rge cha nge a nd w h a t advance notice is p rovid ed ?

The charge changes on 1 April every year. Homeowners receive at least one month’s notice of the new charge.

How wou l d any s ignific a nt fa i lure to p rov i de a se r vic e be ma na ged ?

Any service interruptions would be managed to minimise disruption. If alternative arrangements could not be made, a refund would be due at the end of the year.

C h a rge h el d i n tr u s t ?

I s th e l a tes t i tem i s ed ch a rge bu d ge t a n d/ or s et of a c c ou n ts a va i l a ble ?

The latest Service and Well-being Charge budget is detailed on page 6.

Wh en a re H om eow n er s i n for m e d a b ou t th e S er v i c e a n d Wel l - b e in g C h a rge bu dget a n d/ or a c c ou n t s ?

In January, Homeowners receive a proposed annual budget from 1 April. In September, they receive independently audited accounts for the year to 31 March.

I s any o f t he S er vic e a nd We ll -b e i ng Cha rge p a ya ble before m ov i ng i nt o t he p rop er ty ?

The Service and Well-being Charge is payable in advance for the month ahead.

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Ca n Ho m e owner s influenc e the ch arge and t he s er vic es offered ?

H ow i s a ny a n nu a l s u r p l u s or d e fici t on th e ch a rge a c c ou n t m a n a ge d ?

Homeowners and the Residents’ Association (if there is one) are consulted on budgets and the long-term maintenance programme, in a budget review meeting in January each year.

Any commitments or budget changes made are confirmed in writing.

The accounts are independently audited annually and will be available to be reviewed by Homeowners by 30th Sept.

Any significant variations between the current level of expenditure and the budget for the year are explained and discussed with Homeowners. Any surplus will be refunded to Homeowners and any deficit will be recharged to Homeowners.

Service and Well-being Charge - Budget 1st April 2021 to 31st March 2022 Income

£

Service and Well-being Charge

485,843

Guest Suite Income

1,500

Total Income

487,343

Expenditure Well-being staff costs & professional catering

239,386

Staff Costs

53,757

Management Fees

39,000

Service Charge External Audit Fees

900

Risk Assessments

2,640

Office Costs

9,727

Window Cleaning

3,960

Waste Management

4,710

Internal Cleaning - Communal areas

19,352

External Landscaping

5,844

Maintenance Contracts

23,794

Lift Maintenance Contract

4,440

Internal repairs and maintenance

6,240

Building & Communal Contents Insurance

16,468

Water and sewerage costs- including apartments

12,000

Communal electricity

31,500

Lifestyle Events

5,000

Building Reserve Fund Contribution

8,125

Sundries

300

Bank charges

200

Total Expenditure

487,343

Number of apartments

65

Percentage 6

Approximate Monthly Charge

1 Bedroom

2 Bedroom

3 Bedroom

1.4723

1.548

1.6219

£597.00

£627.00

£657.00

In fo r m a t i on fo r H o m e ow n e r s - t he Bu i l d i n g R es er ve F u n d The following question and answers are intended to help explain how Adlington Management Services Ltd (AMS) manage the Building Reserve Fund.

W h a t i s t he B u i ld ing Res er ve Fund ?

The Fund is used to offset the cost of major repairs, replacements and improvements within the development.

This includes works to lifts, roofs, windows, doors, driveways, paths, rainwater goods, and fencing, and major redecoration costs.

W h a t i s t he cu r rent s i ze of the fund an d h ow i t i s fund ed ?

Contributions are collected when an apartment is sold. The amount payable is 0.25% of the sale price for each year or part year of occupation.

Wh a t p roc es s es a re i n p l a c e to a s s es s fu tu re c a p i ta l ex p en di tu re n eeds ?

We carry out regular inspections of the development to determine future capital investment needs. A rolling capital investment program is in place to ensure that the development is safe and maintained in good condition.

Wh a t a ddi ti on a l fi n a n c i a l l i a b i li t ie s m a y fa l l on H om eow n er s i f th e f u n d i s u n a b l e to c over th e fu l l c os t s o f m a j or c a p i ta l wor k s ?

•

Formula: Sale price x 0.25% x years or part-years owned

If there is any unforeseen need for capital investment and it cannot be met from the Reserve Funds, we would have to recover these by additional contributions, paid in advance, from homeowners. This would be fully explained during consultation with all homeowners, should the need arise.

•

Calculation: £300,000 x 0.25% = £750 x 10 years = £7,500

I s th e fu n d h el d i n tr u s t ?

For example: if a property that has been owned for 9 years and 7 months is sold for £300,000 the fee will be £7,500:

Included within your Service and Wellbeing Charge is an amount transferred to the Building Reserve Fund.

Reserve Funds are held in a separate trust fund account for the benefit of Homeowners.

Additional contributions may also be collected through the Service and Well-being Charge. This might happen for example if the costs of some repair work could not be met entirely from the Building Reserve Fund.

The development is new and the size of the reserve fund at the start of this financial year was zero. The Fund will grow as contributions are received on future resales.

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Summar y of Charges

Retirement living is inspired living at Jacobs Gate. In this welcoming community, you can set your own timetable and live life however you choose, free from everyday worries and compromises. With Adlington Retirement Living your well-being is our priority.

S er vice and Well-being Charge All our Homeowners contribute monthly to a Service and Well-being Charge to cover services such as: • A table service restaurant with on-site chef offering freshly prepared meals • Communal cleaning, estate management and upkeep of the landscaped gardens • External window cleaning, including all individual apartments • Water usage and buildings insurance • 24-hour on-site support everyday, 365 days a year, in case of emergency, with a discreet emergency call

system installed in each apartment

Our on-site management team are always available to Homeowners and check on their well-being, liaise with family and professional services as required. They also organise a full calendar of social events and activities.

2021/22 Weekly Service & Well-being Charge

1 bed £138

2 bed £145

3 bed £152

It is important to point out that payment of the Service and Well-being Charge has to continue even if the apartment is vacant, as it is proportioned between all apartments in order to maintain the high standard of service.

Care charges Additional care packages can be designed to suit your individual requirements.

All care packages are drawn up in consultation with you, based upon a careful

Approximate per hour

assessment of needs and regularly reviewed, including short term illness and recuperation packages. Costs are based on the level of need per person and

£21.00

will be provided in advance and charged at approximately £21.00 per hour.

Per carer

Individua l responsi bi li tie s

Be

sp ok

e

While your own household expenditure should reduce when you move to Jacobs Gate, it’s important to remember that you’ll still be responsible for: • Council Tax C

• Your apartment electricity usage

a re

P acka ge

s

• Contents Insurance • Telephone line rental and broadband (where applicable) • TV licence (where applicable) • Satellite television package (a communal satellite dish with connection points is provided in your

apartment)

Ground Rent Jacobs Gate offers extensive communal facilities which are at the heart of a thriving community. These include our Homeowners’ lounge, table service restaurant, coffee lounge, hairdressing salon, guest suite, staff rooms, management offices, and the mobility scooter and bicycle store, as well as landscaped gardens.

We charge an annual Ground Rent to recoup the considerable costs of investing in these extensive facilities.

Annual ground rent fees

1 bed £700*

2 bed £1,000*

3 bed £1,200*

The Ground Rent is due annually from 1st January and will be reviewed every year in line with the Retail Price Index.

Please see our Key Facts document for more detailed information on all charges.

In addition, to give Homeowners maximum flexibility, we have incorporated into our lease the option to buy out your Ground Rent at any time by giving the legal landlord written notice, and paying a fee of 40 x the annual Ground Rent at the time of the service of the notice, which will take effect from the 1st January the following year. For every year after that for the duration of the lease the rent will be “a peppercorn” (i.e. zero pounds).

If you wish to exercise this right upon your initial purchase, please let us and your solicitor know, and we can accommodate this from the outset for the cost of 40 x the initial Ground Rent set for your home (e.g. to buy out the Ground Rent at the outset for a one bedroom home would cost 40 x £700 = £28,000).

Bui lding Reser ve Fund It is important that maintenance is kept to the highest standards for all to enjoy and to cover any major works, a fee of 0.25% of your sale price for each year, or part year, of occupation will be levied when you sell on your apartment.

The Building Reserve Fund will build up over time so that money is available to pay for capital costs as they occur, such as replacement lifts, restaurant kitchen equipment, the building roof and car park. This ensures the development is maintained to the same standard as when purchased.

As an example, based on a property value of £300,000 and over a 10 year period, the fund payable at that time will be £7,500.

Version No.3 / March 2021 Adlington Retirement Living is the trading name for Gladman Retirement Living Ltd, Gladman House, Alexandria Way, Congleton, Cheshire CW12 1LB. Registered in England and Wales No. 05107546.

adl i n gton.c o.uk e n q ui r i e s@adl i n g ton.co.uk

0114 553 9554

J a c o b s G a te, Tro u t bec k Ro a d , Sh e ffie ld , S7 2 QA