Financial Assessment & Benefit Team Procedures

1. The Financial Assessment & Benefit Team (FAB)

The Financial Assessment & Benefit Team complete financial assessments, in line with the Care Act 2014. The Financial Assessment is completed to determine the correct contribution an individual may be required to pay towards the cost of any “chargeable” care.

Financial information can be obtained by an individual completing the “online” declaration, by providing the declaration via post or email or a face to face visit in the offices or at the home of the individual (or their financial representative where appropriate).

The team consists of a Team Leader, 2 assessors who deal primarily with assessments for people who receive Domestic Care and also conduct visits to obtain financial information when required and 4.8 assessment and review officers who are office based and complete financial assessment calculations for both Domestic and Residential Care. There are also 2 Team members who work part time to complete Residential Financial Assessments.

2. Procedures and Processes

The procedures and processes for the Financial Assessment & Benefit Team can be found in the Local Resources.

Click here to access them.

If you are a frontline practitioner carrying out Care and Support functions you should use the Financial Assessment procedure.

Click here to access it.