1.
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2.
Aims
To provide delegates with an understanding of;
The Care, 2014 in relation to personal budgets
The eligible needs criteria
Personal budgets
Managing a personal budget including
oDirect Payments
oIndividual Service Funds
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3.
Care Act, 2014
The Care Act introduces new functions upon councils to focus
on promoting wellbeing and prevention including offering
personal budgets, establishing information services, and
arranging independent advocacy services.
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4.
‘Eligible Needs’
 The Act sets out a new legal duty for an adult’s ‘eligible needs’ to be
met by the local authority, subject to their financial circumstances.
 An assessment must be carried out by an appropriately trained
assessor, for instance a social worker, who will consider a number of
factors, such as:
– the person’s needs and how they impact on their wellbeing – for
instance, a need for help with getting dressed or support to get to
work
– the outcomes that matter to the person – for example, whether they
are lonely and want to make new friends
– the person’s other circumstances - for example, whether they live
alone or whether someone supports them
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5.
Personal Budgets
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 A personal budget is a statement of the amount of money
needed to meet the eligible social care needs.
 It allows the user (or representative) to control the financial
resources for their support and the way the support is provided
to them.
 A Personal budget is the route to achieving independent living
based on the social model of disability. It assists disabled
people to live an active life and participate in society. It enables
them to achieve the outcomes stated in their personalising
care and support planning

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Managing a Personal Budget
 Direct payments – the local authority pays some or all of the
personal budget funding into the users bank account or a
separate bank account held by a person (e.g. third agent,
support broker) nominated by the user.
 An account managed by the council (as indirect payments) –
the council will manage the budget and will commission
services on the users behalf.
 As an Individual Service Fund (ISF) – the local authority pays
an organisation that provides support services and will follow
the users instructions in getting the services they need.
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7.
Implications for Voluntary
Organisations
 Direct payments – Individuals who are in control of their
budget can choose to spend it in ways which meet their
needs which are outside of traditional ‘care services’
 An account managed by the council. Hertfordshire CC could
commission services for an individual from a voluntary
organisation.
 As an Individual Service Fund (ISF) – the local authority pays
an organisation that provides support services to hold the
ISF. A voluntary organisation could be that holder or could be
contracted by the holding organisation to provide a part of
the individuals support if that is what the individual wants.
 Individuals may purchase support from their own funds
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8.
Implications for Voluntary
Organisations
Shaping and describing your ‘offer’ in a way which
will be attractive
Managing diverse income streams/charging/pre-
payment cards
Working with other organisations to be a part of a
larger offer of support.
Ensuring your beneficiaries know their options.
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9.
Any Questions?
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10.
Contact us
Susan Jessop
07701 007 127
Susan.Jessop@resolving-chaos.org
Lynda Tarpey
lynda@hascaltd.co.uk
Maddy Thomson
Maddy.Thomson@resolving-chaos.org
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