Financial assessment

If you are assessed as having an eligible care or support need by Worcestershire Adult Services, you will need to have a means tested financial assessment. This will determine if you need to contribute towards the cost of your care and support. The amount you are assessed as being able to afford to contribute will vary depending where the care is provided.

What to expect during a financial assessment

  • a member of the Care Contributions Team will contact you once your social worker has identified your care needs
  • normally a financial assessment can be completed over the phone
  • the Care Contributions Officer will also check to make sure you are claiming all the benefits you are entitled to
  • if you have assets over £23,250.00 or you don't wish to have a financial assessment or disclose details of your capital or income, you will be expected to pay for your care in full

What we will ask you for the following information when completing the telephone assessment:

  • details of the state benefits and private income you receive
  • details of savings, investments and capital you have
  • details of any land or property you may own
  • details of your household expenditure, for example certain bills
  • details of expenses you may have as a result of your disability or illness