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Residential Care - Financial Assessment

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What are Financial Assessments?

The council can provide financial help for anyone with less than £22,250 of capital assets and who needs care in a residential/nursing home. Capital assets include savings,Investments and the value of any property.Everyone, who is helped in this way, even for a short period, will have to pay towards the cost of their care

Residential Assessments will calculate how much you will have to pay each week based on a national set of rules that apply to everyone in the country.

Your income and any capital assets of more than £13,500 in value will be taken into account. If you have more than £22,500 of capital assets you will be expected to pay the full costs yourself. If you own your own home this may be taken into account when calculating the value of your capital assets. You may need to sell your home to pay for the cost of your care.

The Council can provide you with financial help while you are waiting to sell your property.

However, they will reclaim this money once the property is sold. It may be more appropriate for some people in these circumstances to receive continuing financial support from the Benefits Agency (formerly the Department of Social Security). Your care manager/social worker will be able to provide further information about the options available to you.

If you wish to move into a home that charges more than Social Services would normally expect to pay, you will have to find someone else, e.g. a relative, a friend or charity to pay an additional amount for as long as you are in the home. Social Services will only agree to this if they are satisfied that these arrangements can be sustained.

Who is entitled to help?

Adults receiving residential services.

Procedure

The assessment notice you receive once your charge has been calculated explains how the charge has been determined.

If you cannot understand the assessment notice please contact us and we will go through it with you and explain anything you are not sure about. If we have made a mistake with your charge we will correct it.

It is important that you contact us straight away if you would like us to explain how we have determined your charge.

You can also ask in writing for an explanation.

If you still disagree with the charges once we have explained it or sent you a written explanation you can:

Ask us to look at your charge again, and/or
Complain against the assessment.

If you would like us to look at your charge again

If we have explained our assessment and/or sent you a written statement and you still think your charge is wrong you can ask us to look at your assessment again.

A member of our staff will look at your assessment to check whether your charge is correct. We will then write to you to let you know.

If our assessment is wrong we will correct it.

If our assessment is correct we will confirm our original decision

If you wish to complain against our assessment you can either complete the complaints form or you can make your complaint in writing.

You can ask an advice agency such as Welfare Rights or Citizens Advice for help with your form or letter. You must write down the reasons why you disagree with our assessment in full.

Helplines

Residents of Private Homes

Surname A-Fn Barnsley 774813
Surname Fo-Hi Barnsley 774815
Surname Hj-Q Barnsley 774814
Surname R-Z Barnsley 774816

Residents of Local Authority Homes
Barnsley 774811

Opening Times/Locations

If you require an appointment please ring the appropriate number above.

You can write, send letters and documents to us at:
Benefits & Taxation Division
Residential Assessments Section
PO Box 63
Barnsley
S70 2TJ

Fax No. 01226 774819
E.Mail bentax@barnsley.gov.uk

You can telephone us on,Residents of Private Homes
Surname A-Fn Barnsley 774813
Surname Fo-Hi Barnsley 774815
Surname Hj-Q Barnsley 774814
Surname R-Z Barnsley 774816
Residents of Local Authority Homes
Barnsley 774811

How you can help?

You need to provide all financial information for the initial assessment to the care management staff who are dealing with your request for residential services.Yearly reviews will be undertaken by the Residential Assessments Section, usually by post.