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    Money & Legal
    Funding Options

    Care Needs Assessment: What to Expect and How to Prepare

    A care needs assessment is the first step to getting council-funded care. This guide explains what happens during the assessment, how to prepare, and what to do if you disagree with the outcome.

    Reviewed by Care Directory Team

    A care needs assessment is a free evaluation by your local council to determine what care and support you need. It's the gateway to council-funded care services and should be requested as soon as care needs arise.

    Anyone can request an assessment - you don't need a GP referral. The person needing care, a family member, carer, or healthcare professional can all make the request.

    • Daily activities - washing, dressing, eating
    • Mobility and getting around
    • Mental health and emotional wellbeing
    • Relationships and social contact
    • Work, education, volunteering
    • Caring responsibilities you have for others
    • Your home environment and safety

    • Keep a diary of care needs over a typical week
    • Describe your worst days, not just average days
    • Have someone with you for support
    • List all medications and health conditions
    • Note any falls, accidents or near-misses
    • Be honest about what you struggle with

    You'll receive a written care and support plan detailing your eligible needs and how they'll be met. If needs are eligible but you don't qualify financially, you'll receive a personal budget amount.

    You can request a review if you disagree with the assessment outcome. The council must explain how they reached their decision and consider any new information.

    Contact your local council's adult social care team. Age UK: 0800 678 1602 for support. Care Directory: 0808 501 0191

    Frequently Asked Questions

    How do I request a care needs assessment?

    Contact your local council's adult social care department directly. You can phone, email, or fill in an online form. No GP referral is needed.

    Is the assessment means-tested?

    The care needs assessment itself is not means-tested - it focuses purely on your care needs. A separate financial assessment determines what you pay.

    How long does the assessment process take?

    Councils should complete assessments within a reasonable timeframe, typically 2-4 weeks. Urgent needs should be addressed more quickly.

    Can I have someone with me during the assessment?

    Yes, you can have a family member, friend, or advocate present. Having someone who knows your daily struggles can be very helpful.

    Need More Help?

    Support Organisations

    Care Directory Support

    Sources & References

    • Gov.uk
    • Age UK
    • SCIE

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