Course Overview 

Learn how local authority Financial Assessment teams make their decisions and what impact that has on the finances of people receiving care. In this course, we’ll take a look at financial assessments in a variety of settings such as home care, extra care, residential care or supported accommodation. We’ll also examine deferred payment agreements and how they can be used as a tool to prevent residents from being forced to sell their home to meet the cost of their care.  

This one-day course will equip you with the essential knowledge required. It’s designed for advisers and support workers who work with clients receiving adult social care.  

What you’ll learn: 

• Explain who can receive help towards their costs of care 
• Describe how individual contributions to care costs are worked out 
• Understand how different income affect the financial assessment 
• Understand how different capital is treated within the financial assessment 
• Work out who qualifies for a Deferred Payment Agreement and how to apply 

Who’s it for: 

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

Please note that we have a different course for Financial Assessment Officers. 

How it's delivered: 

This course is delivered ‘live on-line’ with a trainer and can be accessed via a PC, Mac or Tablet. With live online, you can interact, ask questions and practice new skills – all without leaving your desk! Perfect for dispersed teams working from home.  

Pricing:  

The scheduled course costs £195 plus VAT per delegate. If you book three places or more, you get the fourth place free!   

Topics Covered: 

• The Care Act and how it standardises individual contributions to care costs 
• Which care charges can be paid and which must be paid for by the resident 
• The Financial Assessment calculation 
• Capital assets included in the assessment  
• Deliberate deprivation of capital 
• How income is treated within the financial assessment  
• Expenditure – personal, disability and housing costs Deferred payment Agreements