What is a financial assessment?
A financial assessment is a review of your income, savings, assets, and essential living costs to calculate how much you can afford to pay towards your care, and whether the council will contribute to the cost.
This includes your contribution towards care such as as:
Good to know
In some cases, we may already have the necessary information from the Department for Work and Pensions.
Applying on behalf of someone else?
If you are completing the application on behalf of someone else, we will also need details of your power of attorney, deputy or financial representative. You will need to provide the following documents:
What does a financial assessment involve?
Someone from the finance team will contact you (or your representative) to gather information and evidence. They will ask for:
Evidence they will ask for includes bank statements (up to 2 years), utility bills, and receipts for expenses. The best way to submit this information and provide evidence is by completing our online financial assessment form.