Financial Assessments. Overview of presentation. Income collection processes Information for service users Performance information Main ‘non payment’ scenarios Myth Busters Social Care Worker’s role in income collection Overview of successes from John Fisher working with us.
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Establish progress with 3rd party applications for deputyship, etc
Solicitors details if applicable
Proof of application
Refer to SAPAT for support if required
Agree timescales for application outcome and date payment can be expected – confirmed in writing
Refer to FA VO in first instance, or Social Care Worker (if particularly sensitive case, family dynamics, or possible safeguarding issues)
Liaise with SAPAT if Corporate Appointee/nomination of Corporate Bank Account procedures applied
Individual Debtor Action Plan created with agreed actions and timescales
(This is ‘last resort’ action for Financial Assessments)
Financial Assessment forms – revised 2011 based on Counsel’s opinion obtained by Leicestershire CC
More information gathered about third party arrangements
Separate declaration for financial representative
Fairer Charging Policy on website
Various Fact Sheets including ‘‘Paying your Social Care Charges’
Fact Sheet ‘Paying your Social Care Charges’
“Asking the Council’s Adult Services Department to investigate whether someone is spending your money inappropriately and not acting in your best interests. This is called financial abuse. The Council may also contact the Police in serious financial abuse cases.”
Financial year 2012/2013:
Total social care debt raised £17,519,062
Debt b/f from previous years £ 3,343,627
Income collected £18,160,239
In-year collection rate 87%
Write-offs £ 251,151
Total debt o/s at year end £ *2,732,320
*£1,076,683 secured on properties
Outcome from ‘Bad Debtors’ working group
John started working with FA September 2012
Dealt with 46 cases and collected over £162k
John’s successes include:
Assisting service user in Resi care to sell her property and pay her care charges plus improve her quality of life.
Assisting service user to transfer savings in several different banks so they were more manageable and set up direct debit.
Dealing with service users’ sons who were joint Attorneys and had been using their mothers money to keep a business afloat. John’s intervention resulted in payment of outstanding charges and one son being removed as Attorney.