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Personal Budgets

In this section

  1. 1
    Introduction
  2. 2
    Legal Context
  3. 3
    Policy Scope
  4. 4
    Personal Budgets
  5. 5
    When will charges apply
  6. 6
    How to pay
  7. 7
    Exceptions from charging
  8. 8
    Providing information and advice
  9. 9
    The Financial Assessment
  10. 10
    How we complete financial assessments
  11. 11
    Light Touch Financial Assessments
  12. 12
    Refusal to complete the financial assessment
  13. 13
    Where people lack mental capacity
  14. 14
    Nursing care and funding support from the NHS
  1. 15
    Safeguarding
  2. 16
    Carers
  3. 17
    Charging for care and support in settings other than a care home
  4. 18
    Charging for care and support in a care home
  5. 19
    Appeals and Waivers
  6. 20
    Debt Recovery
  7. 21
    Implementation and monitoring
  8. 22
    Appendix 1 - Definitions
  9. 23
    Appendix 2 - Capital, income and tariff income
  10. 24
    Appendix 3 - The Minimum Income Guarantee and PEA figures (2025/2026)
  11. 25
    Appendix 4 -Disability Related Expenditure (DRE)
  12. 26
    Appendix 5 - Review and Appeal Process for Adult Social Care Financial Services
  13. 27
    Policy Details

4.1    Everyone who is eligible for financial support towards their care and support, when their needs are met by the council, will receive a personal budget.

4.2    The personal budget forms part of a persons’ care and support plan. The person can choose to take their personal budget by:

  • Asking the council to arrange care and support for them
  • Taking the budget as a direct payment or
  • A mixture of care and support where a direct payment is used to meet some needs, and the remainder of the personal budget is managed by the council.
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