Financial Assessment for Welsh Local Authorities

Delivered Live Online by an Expert Trainer

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Course dates

See booking form

Duration

1 day course

Format

Delivered live online by a trainer

Price

£1295 plus VAT for up to 12 delegates

Financial Assessment for Welsh Local Authorities:

1-Day Live Online Course

This course will give officers an overview of the key legislation relating to financial assessments such as eligibility, the application process, income and expenditure and covers the changes under the Social Services and Well-being (Wales) Act 2014. Ideal for new or existing staff - this course will ensure that you are calculating care costs accurately and lawfully.

This live online course is available on demand for your organisation only. Each course will be delivered with a maximum of 12 delegates.

What you'll learn?

By the end of this Financial Assessment for Welsh Local Authorities training, you will be able to:

Carry out a financial assessment for care and support applications.
Explain the key changes to financial assessments under the Social Services and Well-being (Wales) Act 2014.
Gather appropriate evidence to make an assessment.
Calculate income and capital.
Determine household and disability-related expenses.
Explain the billing and recovery process.

Topics Covered:

Council duties
Legal framework
Referral process and eligibility
Residential and non-residential care
Cap on homecare fees
Application and information gathering
Calculating income
When to take income into account
Disregarded income
Notional income
Household expenditure
Disability-related expenditure
Calculating capital and savings
Tariff income
Diminishing capital
Notional capital

Who should attend?

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