Information Needed for a financial assessment

You will need to have the following information available in order to complete a financial assessment:
 
Details of income

• All Pensions - state/private/occupational/inherited
• All Disability Benefits eg Disability Living Allowance/Personal Independence Payment/Employment Support Allowance
• Any other income 
• Partner's income if Guaranteed Pension Credit, income related Employment Support Allowance, Universal Credit or Income Support is in payment

We will also need to know whether you have any ongoing benefit claims

Details of all capital and assets

• Bank balances (inc. current accounts, any savings accounts and post office accounts)
• Details of stocks and shares (PEP, ISA etc.)
• Bonds such as Pensioners, Savings or Income/Premium Bonds
• Any property owned, including the home you live in and any other property you own (for Residential Care, Extra Care & Supported Living services)
• Any property owned that you do not live in (for non-residential care services) 
• Any other capital, savings, or investments (including life assurance)

Details of home expenses 

Please note that home expenses can only be allowed for up to 6 weeks for permanent residential care.

• Rent/mortgage
• Council Tax
• Water Rates (for residential care only)
• Buildings insurance (for residential care only)
• Care Connect
• Daily Standing Charges for Utility Bills (for residential care only)
• Disability related Expenditure (for non-residential care only)