Financial assessments

You will find out if you are eligible for help from adult care during an adult care assessment.

If you are eligible, we will ask you to complete a financial assessment.  Serco are our strategic partner and they complete these assessments on our behalf.

We will ask you about your:

  • savings
  • investments
  • assets
  • income
  • expenditure

We will arrange to discuss this with your over the phone or at your home.

We will also advise you on where to go for help with claiming for any benefits you are entitled to.

What happens next?

After your assessment, we will send you a letter to confirm the amount you must pay. As well as your financial assessment, showing how this has been calculated. 

We may need to ask you for any clarification or additional information.

We will review the amount you pay each year.

If your financial circumstances change, you must let us know. We may need to complete a new financial assessment or review your benefits entitlement.


If your care has started, contributions will start 14 days after your financial assessment.

Your contribution will be collected, or will become payable, every four weeks. You will receive a statement which shows how much is due.

Your charges will begin 14 days after the start of your community care, if you have not received care from us in the last 12 months or from the first day you enter a care home.

Any charges for your residential care will be collected by the home on our behalf. You may choose to take out a deferred payment agreement to pay your care home.

There are a number of ways to pay us for your community care, more information on this can be found in the Adult Care Charging Policy.