In this guide, you’ll learn the key considerations, work through a practical example and find useful next steps. Take your time and use the free worksheets to put ideas into practice.
What you’ll take away
Request an assessment
Describe day-to-day needs
Ask about next steps
Request an assessment
Contact adult social services for a needs assessment; processes differ across UK nations.
Describe day-to-day needs
Explain personal care, mobility, safety, cognition and carer support needs.
Ask about next steps
Find out about care planning, eligibility and any separate financial assessment.
Keep notes
Record the date, contacts, decisions and review arrangements.
What to gather
Examples of daily support needs
Relevant health and care records
Questions for the assessment
Putting your learning into practice
Use the guidance above to identify the information you need and the questions to investigate. Consider:
Request an assessment.
Describe day-to-day needs.
Ask about next steps.
Keep notes.
This is general financial education, not a personal recommendation, an assessment of suitability or an invitation to buy or arrange a financial product. Check current official information and obtain appropriate professional advice for individual circumstances.
Further help
For up-to-date rules and support, see this UK guidance resource. Check which rules apply in your part of the UK.
This is general educational information, not personalised financial, tax, legal, business or care advice. Rules and eligibility can change; seek regulated or qualified advice when needed.
Put your learning into practice
Explore the workbook for your situation and record your own figures.
Ask about the topic you’ve just read. We can explain general information and signpost independent support, but cannot provide personalised regulated financial advice.
