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Financial Assessment for Welsh Local Authorities

Delivered Live Online by an Expert Trainer

Course dates

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1 day course


Delivered live online by a trainer


£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.


The cost of this 1-day course is £1295 plus VAT for up to 12 delegates.