The Sutton TrustImproving social mobility through education

Mission Statement

2 The Sutton Trust

The Sutton Trust will build on its position as the UK’s leading organisation improving social mobility through education. It will expand its work significantly, both nationally and internationally, grow its income from public and private investment, increase its impact on government policy, and improve the educational opportunities for many more young people.

“The Sutton Trust really is what you yourselves say, not just a think tank but a do tank. Not just leading thought, but leading action.”

David Cameron, Prime Minister

The Sutton Trust

3 The Sutton Trust

When the Sutton Trust recently celebrated its 15th anniversary we were delighted to be joined by David Blunkett and Michael Gove. The Trust has enjoyed great relationships with Education Secretaries both past and present. To have the support of such political heavyweights was particularly fitting. The Trust’s impact on Government education policy and funding I believe has been the cornerstone of our success.

Beneficiaries of the Trust’s programmes also joined us at the event. They all come from non-privileged homes; most have parents who never experienced higher education themselves. And now their lives have been transformed: many ended up graduating from Oxbridge and other leading universities; some are now pursuing successful City careers, others are doctors and academics; one advises the Prime Minister.

Sadly, their story of upward mobility remains the exception not the rule. Britain’s low social mobility, and the shocking waste of talent that goes with it, is the biggest social challenge of our times. Fifteen years ago, I set up the Sutton Trust to do something about it.

As the son of a Viennese émigré who grew up on a Council estate in Yorkshire until the age of eleven, I have never forgotten the support that was given to me to make something of my life. It is why the Sutton Trust is dedicated to improving social mobility through education. Its success has been beyond my wildest dreams.

But the challenge we face for non-privileged children growing up now is tougher than it has ever been. We plan to expand our work, and are seeking partners to help secure the future of the Trust – to continue its important work long after I am gone. Together we can make a real impact and transform many lives. I hope you’ll join us.

Sir Peter Lampl Chairman of the Sutton Trust and of the Education Endowment Foundation

Chairman’s Introduction

1

Future Strategy

4 The Sutton Trust

The Sutton TrustFuture strategy

“From over 100 pieces of research, to brilliant summer schools that give over 1000 students from disadvantaged backgrounds a first taste of life at a leading university, the Sutton Trust really is what you yourselves say, not just a think tank but a do tank. Not just leading thought, but leading action. I’d like to pay tribute to Sir Peter Lampl and everyone involved in your great work promoting social mobility through education.”

David Cameron, Prime Minister

As well as being a think-tank, the Sutton Trust is a ‘do-tank’. The Trust identifies and pilots programmes to help non-privileged children, undertakes independent and robust evaluations, and scales up successful programmes, often on a national scale. Its most significant achievement and source of leverage is its impact on Government education policy and education spending. Its approach is called strategic philanthropy.

Founded in 1997 by Sir Peter Lampl, the Trust and its partners have invested over £40 million in this work. But there is much more to do. If anything, the challenge of low social mobility has got even tougher for today’s children. That is a concern not only for them and their families but for the future economic health of this country. There are many thousands of children and young people from low and middle income backgrounds who would benefit from the extension and development of our programmes and research.

Over the coming years the Trust will expand its work significantly, both nationally and internationally, grow its income from public and private investment, and increase its impact on social mobility through education. We are inviting individuals, trusts and companies to join us in meeting the challenges that lie ahead.

The Sutton Trust has funded and evaluated programmes that have helped hundreds of thousands of young people of all ages from low and middle income homes. It has published over 120 research studies that have had a profound impact on national education policy. Its work is highly influential among leading politicians and opinion formers, and attracts prominent coverage in the national news media.

2

Future Strategy

5 The Sutton Trust

University access Creating a national university access programme by expanding the Trust’s flagship summer school programme to additional prestigious UK universities, incorporating mentoring schemes and developing teacher summer schools.

Access to the professions Developing the highly successful Pathways to Law programme as a template to work with other elite professions to open them up to talent from non-privileged backgrounds, including the City, medicine, the media, and real estate.

Expansion in the US Expanding the Trust’s work in the US, creating a new cadre of US university summer schools for British students, and working with US Foundations to host an international summit in the United States on how to improve the effectiveness of teachers.

Opening up independent day schoolsCalling on the Government to fund Open Access, a programme that would democratise selection into the country’s leading independent day schools by making entry for children based on merit alone, not ability to pay school fees.

Helping the highly able Piloting programmes that support and stretch bright students from non-privileged backgrounds in state schools, and opening up selective state schools to bright children from low and middle income homes.

Primary schools and the early yearsRaising and realising aspirations earlier in children’s lives, addressing pre-school inequalities in cognitive development, and improving the quality of early years teaching.

ResearchCommissioning studies on social mobility, on early years development, on what works in university access, on international vocational education, on access to the City, on the impact of university fees, on secondary school admissions, and on teacher evaluation and development.

Building on its successes, the Trust will now expand its work in a number of priority areas:

1

The Challenge

6 The Sutton Trust

The Challenge of Low Social Mobility

Low social mobility and lack of educational opportunity is arguably the biggest social challenge of our times: the income gap between the richest and poorest in society continues to widen, while education opportunities remain overwhelmingly dominated by children from the most privileged homes.

The Sutton Trust’s research has produced some striking statistics which reveal the current state of low social mobility in the UK.

Five elite schools sent more pupils to Oxford and Cambridge universities than nearly 2,000 schools, which make up two thirds of the entire state sector.

2,000

5

Less than half of secondary state school teachers say they would advise their brightest pupils to apply to

Oxford and Cambridge universities.

Less than 1/2½

Denmark Norway Finland Canada Australia Sweden New Zealand Germany Japan Spain France Italy

Britain, alongside the United States, has the lowest levels of social mobility of any developed countries for which there is data.

UK US

The Challenge

2

7 The Sutton Trust

...and seven in ten (70%) of high court judges.

70%

Failing to improve low levels of social mobility will cost the UK economy up to £140 billion a year by 2050 – or an additional 4% of Gross Domestic Product – according to an analysis for the Sutton Trust by Boston Consulting Group.

“There is still so much more to do to make Britain a country where worth, rather than birth, defines our destinations. With the Sutton Trust we will get there a lot faster.”

Wes Streeting, Sutton Trust summer school student now Head of Education at Stonewall

Despite making up only 7% of the school population, pupils from independent schools are over represented in the country’s professional elites...

...51% of medics

51% ...making up over a third (35%) of MPs

35% ...over a half (54%) of leading news journalists

54%

7%

£140 BILLION or -4% GDP

2013 2050

3,000 state school students each

year are not among the

30,000

students who gain admission to the country’s

13 leading universities even

though they have the A-level grades to do so.

Strategic Philanthropy

1

8 The Sutton Trust

Strategic PhilanthropyImpact through leverage

“The Sutton Trust over the past fifteen years has done an extraordinary job of campaigning for social mobility and equal opportunity in this country, and also making it happen from its summer schools to its academic work, to its lobbying of government. It is a truly extraordinary organisation and I would say it is the best advocate we have in this country among think tanks and that world for creating equal opportunity and making Britain a fairer place.”

Ed Miliband, Leader of the Opposition

The key to the Trust’s success is strategic philanthropy - leveraging its work to ensure wider impact, whether it is generating private funding for scale-up of proven programmes, or influencing public debate, government policy and, most importantly, government spending. More immediately, the Trust’s work results in significant benefit to the lives of the young people it reaches.

Examples of the Trust’s Achievements

• Landmark Studies The Trust put the issue of low social mobility on the political map through its landmark study by the London School of Economics in 2005. This showed that social mobility in Britain has declined since the 1950s and that, alongside the United States, Britain has the lowest level of social mobility of any developed country for which there is data.

• International Summits The Trust is the most authoritative voice on social mobility. At its international summit in 2012, held in partnership with the Carnegie Foundation, Ed Miliband (Leader of the Opposition), Nick Clegg (Deputy Prime Minister), and Michael Gove (Education Secretary) all confirmed the crucial importance of improving social mobility, and their parties’ commitment to addressing it.

• Cost Effectiveness An independent study by Boston Consulting Group found that, on average, the Trust’s programmes generate a return to beneficiaries of £15 for every one pound invested.

• Government-adopted Programmes The Trust established university summer schools in the UK, which have supported over ten thousand state school students during the last 15 years. Funded with the Trust’s partners and host universities, the programme now supports nearly 2,000 students a year. Based on this model, the Government funded summer schools at the majority of British universities.

• International Expansion The Trust has recently launched a US summer school programme giving UK students the experience of study in Ivy League colleges and other leading universities in America. Following the success of the 2012 pilot programme, 12 state school trailblazers won substantial scholarships to top American universities, including Harvard, Yale, MIT, Dartmouth and Columbia, with many more to follow.

Strategic Philanthropy

2

9 The Sutton Trust

• Recognition The Trust set up the £135 million Education Endowment Foundation in 2011 after winning an open competition by the Government as lead foundation with Impetus Trust. The EEF, chaired by Peter Lampl, embraces Sutton Trust principles, piloting and evaluating programmes to boost the attainment of the poorest pupils in the country's most challenging schools.

• Impact on Education In 2011 the Trust published the teaching and learning toolkit, a summary of research to guide schools on the most cost effective ways of spending their Pupil Premium funding for poorer pupils. The toolkit has been used by thousands of state schools, and now underpins the work of the EEF.

• Policy and Media Impact The Sutton Trust enjoys a high public profile averaging over 800 media mentions every year, including coverage in major national media. Sir Peter Lampl and the directors at the Sutton Trust regularly appear on national radio and television programmes, including the BBC Today programme, and Sir Peter regularly contributes opinion columns to the Times and other newspapers. The Trust’s fifteenth anniversary publication highlighted 15 areas where the Trust had a major policy impact.

“The Sutton Trust Oxford summer school had a profound impact on me. Now, looking back, having completed a degree at the LSE and 9 years into a successful career in the investment management industry, I’m immensely grateful for the opportunity I was given – if I were making a list of the key pivotal things which have influenced my life then that summer school would be right up there!”

Daniel Riggs, Sutton Trust summer school student now a successful professional in the investment management industry

1

Investing in the Trust

10 The Sutton Trust

The Sutton Trust BoardWe have established a Sutton Trust strategic advisory and development board to enable individuals, trusts, foundations and companies to join us in improving social mobility through education. Each board member can play a crucial role in advising us on the priorities of our work, our future funding, and development. Individuals are invited to join the Board and to make an annual investment to the Trust.

Trusts, Foundations and CompaniesThe Trust greatly values working with other grant-makers, including trusts, foundations and companies. These partnerships can develop in a number of ways, from sponsorship of specific Sutton Trust programmes to longer term strategic relationships.

Trusts, foundations and companies which have made a significant investment with the Trust will also be invited to sit on the Sutton Trust Board.

Other Significant Investors

Other individuals who invest significantly in the Trust will be invited to major events and be kept fully updated on the Trust’s work.

The Trust will work with its investors to ensure that the contributions they make are tailored to their interests.

Investing in the Trust

“The Sutton Trust is such an attractive partner because it is a genuine value-added business: identifying promising programmes for improving educational opportunities, evaluating their effectiveness, and promoting what works. We look forward to working with the Sutton Trust in the future.”

Managing Director and Head of Philanthropy and Sponsorship for Europe, Middle East and Africa at JP Morgan

We are seeking partners to help the Trust meet its ambitious goals. We have established a Sutton Trust Board and will be inviting individuals, trusts and companies to help fund our expanding work.

Investing in the Trust

2

11 The Sutton Trust

Further InformationPlease get in contact with us if you would like to know more.

T: 020 7802 1660F: 020 7802 1661E: ellie.decamp@suttontrust.comW: www.suttontrust.com

The Sutton Trust9th FloorMillbank Tower21–24 MillbankLondon, SW1P 4QP

“Let me pay tribute to the work of The Sutton Trust for your tireless advocacy – for years now – and promotion of a more socially mobile society. Your voice and, equally important, your activities, are hugely important to the ambition to allow all our children to fulfil their potential.”

Nick Clegg, Deputy Prime Minister

Our Commitment

The Trust has a long history of working with donors and is experienced in managing and reporting on investments, working effectively on programmes with its partners, and maintaining good contact with all its stakeholders. While the Trust has established policies for its partnerships it offers flexibility to its investors. Every contribution matters to us and we welcome the opportunity to talk about how your investment can make a real difference.

1

The Trust

12 The Sutton Trust

The Trust

“Sir Peter and the Trust do so much to fight injustice and help the disadvantaged. The Trust’s research shows that how far you travel in this country is determined by your background - where and to whom you were born. That is a national tragedy and one that the Sutton Trust, through its project work, it summer schools, its research and its policy advocacy have has tried tirelessly to address. We need the Sutton Trust to hold us to account; to constructively criticise us when we should do better and hold our hand to the tiller.”

Michael Gove, Secretary of State for Education

There are three interwoven strands to the Trust’s work: publishing research, piloting practical programmes that help students from low and middle income backgrounds, and having an impact on Government policy.

The key to the success of the Trust is that it uses its research and policy influence to ensure that the practical programmes it pilots can be scaled up after rigorous evaluation to benefit thousands of talented young people from non-privileged backgrounds across the country.

The Trust’s programmes are:

• Informed by research and evidence• Developed after due diligence to ensure efficacy and impact• Influenced by the Sutton Trust “DNA” thanks to project

management and oversight• Designed for policy influence/system-wide impact• Highly cost-effective

The Trust’s reputation is built on its:

• Proven record in programme delivery• Expertise in evaluation• Prominent national media profile• Impact on Government and key policy makers• Reach and reputation in schools and universities• Policy expertise and international benchmarking

Together with the Education Endowment Foundation, the Trust has been designated the What Works centre for education by the Government. This is recognition of the Trust’s focus on evaluation and research, as well as the toolkit developed for schools on what works best at improving the results of children, which is now used by thousands of schools across the country. The Trust is developing a Common Evaluation framework for its programmes which will allow it to review its work in a consistent manner.

13 The Sutton Trust

Piloting and evalutaing practical programmes with an aim to scale up

Commissioning and publishing

agenda-setting research

THE SUTTON TRUST

An independent charity, chaired by Peter Lampl, set up by the Sutton Trust as lead foundation with Impetus Trust and funded by £135m from the government to boost the attainment of the poorest children

Challenging and shaping Government educational policies

THE EDUCATIONENDOWMENT FOUNDATION

The Trust

2

Parenting, primary and pre-school:

raising aspirations early in life

Secondary schooling and teaching: supporting and stretching non-privileged children

Access to universities: helping academically talented young people

into top universities

Access to the professions:opening up the professional elites

RES

EARCH

POLICY

PROGRAMM

ES

1

The Team

14 The Sutton Trust

“Peter Lampl has not only helped tens of thousands of individual children but has had a lasting effect on educational policy, and on the way that people think about the issues facing children from non-privileged backgrounds.”

Tony Blair, Former Prime Minister

Sir Peter Lampl Chairman

Peter is the founder and chairman of the Sutton Trust and has devoted the last 15 years to leading the Trust, donating tens of millions of pounds to its work. He is also chairman of the Education Endowment Foundation.

Before establishing the Sutton Trust, Peter was the founder and chairman of the Sutton Company,

a Private Equity firm with offices in New York, London and Munich. He holds Masters degrees from Oxford and the London Business School.

Dr Lee Elliot MajorDirector, Development and Policy

Lee leads on the future development of the Trust, after six years overseeing the Trust’s research work. He is also a trustee of the Education Endowment Foundation, and chairs its evaluation advisory board.

He has served on a number of Government advisory bodies on social mobility and education, and is an adviser to the

Office for Fair Access. He was previously an education journalist, working for the Guardian and Times Higher Education Supplement. He has a PhD in theoretical physics from Sheffield and a Master’s from Imperial College, London.

Sir Peter Lampl leads a small, expert executive team with experience of Government, research, media and foundations. The Trust has its offices in Millbank Tower.

The Team

The Team

2

15 The Sutton Trust

Other staff

The chairman and directors are supported by a team of eight additional staff.

Conor Ryan Director, Research and Communications

Conor leads on the Trust’s communications and research work. Conor was senior education adviser to Prime Minister Tony Blair from 2005-2007 and was David Blunkett’s special adviser from 1993-2001, covering both policy and media relations in government and opposition for the Education and Employment Secretary.

Before joining the Trust Conor was an independent writer and consultant, working with many national education organisations, and senior education figures. He worked as a senior local government press officer in London in the 1980s and early 1990s. Conor has a Master’s from University College Dublin.

James TurnerDirector, Programmes and Partnerships

James leads on the delivery of the Trust’s programmes. James led the Trust’s bid for the Education Endowment Fund and undertook the role of interim Chief Executive, overseeing the set up of the new EEF charity, its infrastructure and grant-making processes.

James is now a trustee of the EEF, and also sits on the board of PRIME, The Brilliant Club and accessprofessions.com, and is one of the founder directors of The Children’s University. He previously worked for the Civil Service. James read English at Cambridge.

Laura Barbour Early Years Projects Manager (part time)

Dr Ellie DecampDevelopment and

Communications Officer

Liz Johnston Policy and

Research Analyst

Helen Carey Office Manager

Anna Fellows Personal Assistant to Sir Peter Lampl

Oliver Quick Programme Manager

(part time)

Kathryn Davies Projects Officer

Frank Helsby Trust accountant

(part time)

The Team

With Thanks

1

16 The Sutton Trust

Alex Roberts Miller Foundation Allen and Overy Peter BeckwithBowland Charitable TrustStephen BrenninkmeijerTim Bunting Jim and Becky ByrneTony CannCarnegie Corporation of NY Mike CarpenterPC ChatterjeeClifford Chance Dermot and Tessa ColemanCollege of Law Department for EducationMartin DevenishDLA PiperNancy Drucker and the Henry Drucker Fund Charles Dunstone Charitable Trust Glenn and Phyllida EarleEsmee Fairbairn Foundation Eversheds Francis FinlayFreshfields

With thanks to...

The Sutton Trust has benefitted from the generosity and support of a range of other grant making trusts, companies and individuals who have helped increase the impact of the Trust’s work.

With Thanks

2

17 The Sutton Trust

Marc Gabelli Garfield Weston Foundation Peter Gershon Goldman Sachs Foundation David GrahamDavid GregsonGuildford Academic Associates Guy and Julia HandsHBOS Foundation Hogan Lovells LLP Bella HopewellImpetus Trust JP Morgan FoundationLaw Society Linklaters Lloyds TSB FoundationMayer BrownJoe McDevitt Harvey McGrath Doug and Audrey MillerLucy Morris John and Caroline NashAndrew Neil

Ogden Trust Jim O'NeillRichard and Lisa Perry Perry Capital Porticus UK Anthony and Margaret PrestonChristian PurslowOliver QuickLisbet RausingSimon RobertsonKasia RobinskiJames SainsburyShine TrustSimmons and SimmonsMartin SullivanRobert SwannellEmma WarsonWaterside Trust Ian and Victoria WatsonWolfson Foundation Worson (UK) FoundationChristopher Wright

In addition there are a number of donors who have supported the Sutton Trust on an anonymous basis.

With thanks to...

1

Improving Lives

18 The Sutton Trust

Educational gaps between the haves and have-nots begin before birth and widen throughout the lives of children.

Sutton Trust programmes improve the educational opportunities at every life stage for young people from low and middle income backgrounds. Programmes are evaluated and if successful scaled-up to a national level by leveraging private money or Government funding.

Sutton Trust research catapults the problem of low social mobility into the minds of policy makers and opinion formers in the UK and across the world. The Trust has, to date, published over 120 research studies.

The Sutton Trust Improving lives through strategic philanthropy

Current/past programmes Future programmes

“Having struggled to get legal work experience in the corporate sector, it was fantastic to have the opportunity to complete a placement at a large corporate firm, providing a much needed insight into my chosen career and a boost to my CV.”

Lois Plummer, Trainee Solicitor at DLA Piper and Sutton Trust Pathways to Law student

“The Open Access scheme allowed me to experience the best education anyone could offer. Belvedere taught me how to be independent and prepared me very well for life outside the school walls. I felt confident starting university and got a job immediately after gaining a First Class degree.”

Sarah Doyle, Head of Science at a Primary School and former Belvedere student of the Sutton Trust Open Access scheme

Improving Lives

2

19 The Sutton Trust

Peers Early Years Partnership (PEEP)A programme that supported parents to enhance their children’s learning from birth by making the most of everyday opportunities so that babies and children become active learners. An early years outreach centre piloted for hard to reach families.

Early Years & Primary School

Attachment and Early Years ProvisionCommissioning new research. “Baby Bonds” at Columbia and Bristol Universities examines early attachment and socio-emotional development and its effect on children’s cognitive development before school. At the University of Oxford “Sound Foundations” identifies the key factors of quality provision for the under 3s and how the Government could most effectively implement this for disadvantaged two year olds within budget constraints.

poorestfifth

richestfifth

1½ years difference

Sutton Trust research found that by the time they reach school age the poorest fifth of children are one and a half years behind in vocabulary tests than the richest fifth

Improving the Effectiveness of TeachersCo-hosting in the United States an international summit on teaching which will bring together the world’s leading reformers.

Helping the Highly AblePiloting programmes to support and stretch highly able pupils in state schools, and to open up grammar and independent schools.

Vocational EducationCommissioning a major international study to find out how the UK could improve its vocational education system.

Secondary School

Education Endowment Foundation (EEF) A separate charity created by the Trust with a £135m Government endowment to pilot and evaluate programmes seeking to raise the attainment of disadvantaged pupils in English schools.

Open Access A successful 7-year pilot that introduced means tested fees at a leading independent day school: entry was based on merit not ability to pay.

Our Open Access scheme is backed by almost 90 leading independent day schools, almost half the leading independent secondary schools in the country

Improving Lives

3

20 The Sutton Trust

Access to Universities

Expanding Summer SchoolsExpanding UK summer schools into a national initiative – extending what is offered to include teacher summer schools and extra support for students, such as mentoring, master classes, and application activities.

Doubling numbers on the US summer school programme with 150 places at Yale and the Massachusetts Institute of Technology (MIT).

UK and US Summer SchoolsFunded with partners and host universities, and taken up by the Government, the Trust currently supports nearly 2,000 students a year on these flagship programmes.

Yale hosted the Trust’s inaugural US summer school, giving UK students the experience of undergraduate study in America, run in partnership with the Fulbright Commission.

The programme is expanding to American Ivy League Universities

Over ten thousand state school students have benefitted from the Trust’s summer schools and gained entry into leading UK universities

Access to Professions

Pathways to LawA partnership with the Legal Education Foundation, law firms and leading universities to create a pathway into the legal profession for 400 state school pupils each year. Includes university support sessions, mentoring, skills-training and work experience at law firms.

Pathways to Property and the CityLaunching a new initiative with Reading University, the Reading Real Estate Foundation, and British Land to attract non-privileged students into the real-estate industry. Developing a major Pathways to the City programme to open up the financial sector.

42% of Pathways to Law participants from the first three cohorts were admitted to one of the 20 leading law universities

42%

Contact Details

The Sutton Trust9th FloorMillbank Tower21–24 MillbankLondon, SW1P 4QP

T: 020 7802 1660F: 020 7802 1661E: info@suttontrust.comW: www.suttontrust.com

Charity number: 1146244Registered company number: 07951541Designed by HandstandCreative.com