Personal budgets

If you have been assessed as eligible for social care support, a personal budget is the amount of funding that is available for you to spend on your support.

You will know up-front and early what your budget is likely to be. This is so you can begin to plan the support you need, with help if you need it. You can choose how your care needs are met and by whom.

Budget calculations

This page will explain what is taken into account when working out the amount of money that we believe is enough to meet your social care needs.

In order to calculate your personal budget we have developed a Resource Allocation System which is a way of being able to calculate the budget someone might get. You will find a summary of this in the related documents section of this page.

We will provide you with an estimate or indication of the sum of money that may be available to you to meet your support needs. This is known as an 'indicative budget'.

The actual sum you receive may be more or less, depending on both your personal situation and the local cost and availability of the particular type of support you need.

The final sum to be allocated to you will be finalised only when a support plan has been agreed with you to meet your needs.

How is my budget estimated?

The estimate is based on the information you provided at the assessment with your allocated worker. You will have provided information about a wide range of areas of your life including:

  • your physical health, disabilities and well-being
  • your need for support in managing your personal care and day-to-day activities
  • your mobility
  • your relationships with family and friends
  • your involvement with work, education or learning
  • your involvement in the community
  • your safety
  • the support that you currently receive from family, friends, other local people or services.

For each of these areas a score or set of scores reflecting your current situation will be recorded on your assessment form. For example, a score of 2 on 'Dressing and undressing' would mean that you 'often' need the assistance of someone else to get dressed, whereas a score of '3' would mean that you 'always or nearly always' need the assistance of someone else.

The scores on your assessment form are then calculated using a mathematical formula that has been designed to provide an accurate estimate of the amount of money required to meet your needs.

The formula was developed by looking at the scores and care packages of thousands of people from around the country and working out the best method of making an accurate prediction of the costs of meeting people's needs.

Further information about how the personal budget formula works can be found in the related documents section below.

Related documents

The following documents are in Portable Document Format (PDF). You can download software to view PDF documents for free from the Adobe website (opens in a new window)

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