Financial assessment

How we find out whether you will need to pay towards the cost of your care.

The assessment

As part of the assessment of your support needs we will need to look into your finances to find out whether you should pay towards the cost of your care.


If you wish, you can complete a financial self-assessment online. You can either:

  • save this purely for your own use, for example, so that you know your income and expenditure before you arrange your own support; or
  • submit it before you contact us about getting support and we will use this as part of your formal assessment.

Assessment by a welfare benefits adviser

If you have a formal assessment, a trained welfare benefits adviser will contact you to arrange a financial assessment.

The adviser will also:

  • check that you are receiving the benefits you are entitled to
  • provide benefits advice
  • help you to complete claim forms.

If you do not want to tell us about your finances you will have to pay the full cost of your care yourself.

The amount we may ask you to pay

The amount we may ask you to pay is based on what we assess you can reasonably afford to pay. For example, if you have more than £23,250 in savings or investments we will ask you to pay the full cost for services.

  • If you are receiving care in your own home or local community the value of your main or only home will not be included.
  • If you are receiving permanent residential or nursing care the value of your property may be taken into account.

See the following for more information:

You will have to pay your financial contribution from the time your support begins.

Last updated:
14 November 2023
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