Financial assessments

You will have a non-residential financial assessment if you are receiving any of these services:

• care at home
• day services at home, in the community or in a day care setting
• planned short breaks
• supported living
• sheltered accommodation with extra care
• shared lives services
• direct payments
• transport

During the financial assessment you will be asked to provide details of your income, capital, housing costs and any extra expenses incurred because of your disability. Certain income, such as voluntary payments, the mobility component of Disability Living Allowance or Personal Independence Payment is not included in your financial assessment.

If you want services to be provided by the Council and:

• have over the current higher capital limit
• income below the current Minimum Income Guarantee applicable to your circumstances, or
• receive a care package that is within your ability to pay and leaves you with the applicable Minimum Income Guarantee

We can complete a light touch financial assessment. We recommend a light touch assessment where you have capital more than the higher capital threshold. We would always undertake a full assessment in the other circumstances unless a light touch is specifically requested.

If you're a self-funder and want to the Council to arrange services on your behalf, then and annual administration fee is payable. Please see the schedule of fees, charges, allowances, and rates for current information.

If you're receiving chargeable care services and decide not to participate in the financial assessment, you will be charged the full cost for your care and support.

Also see:

• Residential care
• Assessing your needs
• Managing your finances