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Financial Assessment
All people who use our services will be offered a financial assessment so that their ability to pay for the services they receive can be assessed. This is to ensure that the charge the council levy for services is fair and has been tailored to the service user’s financial circumstances. People can refuse the financial assessment which will mean that a full charge will be paid for services received.
The financial assessment is a means test that includes essential housing costs, disability related costs and a benefit check. Financial assessments will be offered to all people who receive Home care or Direct Payments.
Specialist Financial Assessment Officers will conduct a financial assessment in the person’s home as soon as possible following the completion of the care needs assessment.
What we will need to see
It would be helpful if the following information is available for the Financial Assessment Officer when they visit:
Income
- Benefit books e.g. pension, income support
- Notification of private (occupational) pension
- Building Society books
- Bank statements
- Details of stocks and shares e.g. ISA’s
- Any other financial investments
Expenditure
- Rent card or mortgage details
- Council Tax
- Extra costs incurred due to disability
See Also
- Advocacy for carers
- Community alarm services
- Home improvements - disability facility grant for a private property
- Home improvements - renovation grants
- Incontinence laundry service
- Keeping warm in winter service
- Managing personal financial affairs
- Mobile meals - meals on wheels
- Social services - direct payments
- Vetting of contract and supplier staff
- Young carers - support and advice