Financial assessments for adult social care

Learn how local authority officers make their decisions and what impact that has on the finances of people receiving care. Look at financial assessments in a variety of settings such as home care, extra care, residential care or supported accommodation. Examine who can enter into a deferred payment agreement so they do not have to pay for care within their lifetime.

Financial assessments for adult social care is one day course that provides the essential knowledge of local authority financial assistance under the Care Act 2014. It is designed for advisers and support workers of those receiving adult social care. It can be expanded to three days to include everything necessary for local authority financial assessment officers to administer the law.

Who should attend?

Financial assessment officers, support workers, debt advisers, welfare advisers, care providers, social workers and anyone who wants to understand how the financial assessments system for social care works.

Key Learning Objectives

  • Explain who can receive help from the local authority with their care costs
  • Describe how council assessors decide individual contributions to care costs
  • Simply categorise incomes to understand which must go towards care costs
  • Show how different capital assets are treated in the financial assessment
  • Work out who qualifies for a Deferred Payment Agreement and how to apply

Course Content

  • The Care Act and how it standardises individual contributions to care costs
  • Which care charges can be met by the local authority and which must be paid for by the individual
  • Which local authority is responsible for the charges
  • The calculation of how much a resident must pay towards their care
  • Which capital assets are taken into account and which are ignored
  • How the local authority decides on deliberate deprivation of capital
  • How different types of income are treated in the assessment including new incomes like Universal Credit and pensions since the 2016 reforms
  • What is allowed as expenditure – personal, disability and housing costs
  • How Deferred Payment Agreements can allow residents to pay for their care costs from their estate after they have died

Ongoing help and advice

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