Financial assessment

"I'd like to know how you work out what I need to pay towards my care."

Respite or short break assessment

Do you want to continue living at home?

We know it's important to stay as independent for as long as possible, in your own home.

You’ll have a respite or short break assessment if you are staying in a care home for no more than 8 weeks.

What you need to tell us

As part of your assessment we’ll need to know about your:

  • income - the money you have coming in
  • savings or capital - all your bank accounts, plus any savings, bonds and investments
  • housing costs - your share of expenses relating to council tax, rent, mortgage and service charges (you will still need to pay these while you are in a care home)
  • disability expenses - any costs linked to your condition, impairment or disability.

We do not usually consider the value of your home (if you own it) in this assessment as we expect you will be returning to it.

Find out what you can use as evidence for the information you need to supply.

After your assessment

We will issue you with an invoice for the cost of your care, and provide details of how you can pay. We will then pay the care home directly on your behalf. If you have chosen a care home that costs more than the standard rate, and someone else, such as a son or daughter, has agreed to meet the shortfall, additional payments must be paid directly to the care home.

Check the details

It is important that you check the details of your assessment letter. If anything is missing or incorrect, it may make a difference to the amount you must pay towards your care. Any difference will be backdated to the start of your care and you may need to repay us. Find out how to tell us about missing or incorrect information.