financial assessments for social workers

An Overview of Financial Assessments for Social Services

Delivered Live Online

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3.5 hour course


Delivered live online by a trainer


£1395 plus VAT for up to 25 delegates

An Overview of Financial Assessments for Social Services

Course Overview 

Many social workers and other staff working within Social Services lack the precise knowledge to properly advise clients on financial assessments, which can inadvertently lead to complaints, debt, and inaccurate assessments. Our course can help you avoid these problems.

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 3 hour overview course has been specifically designed to equip socialworkers with the understanding they need to better advise their clients. 

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.  

Topics Covered: 

  •  Eligibility
  •  Thresholds
  •  Free Care versus Chargeable Care
  •  Residential and Non-residential Services
  •  Short Term v Long Term Care
  •  Capital, Gifts, Deprivation and Notional Capital
  •  Income and Benefits
  •  Tariff Income
  •  Minimum Income Guarantee and Personal Expenses Allowances
  •  Disability Related Expenditure
  •  Housing Costs
  •  Property
  •  Third party and first party top-ups
  •  Appeals