Eligibility for funding for residential care
If you have capital and/or savings of more than £23,250 you will probably pay the full cost of your care until your capital / savings drop below this amount. This includes, but is not limited to:
- savings in bank / building society accounts
- stocks, shares or unit trusts
- premium bonds
- National Savings
- cash
- value of property and land
- any property you own will usually count as one of your capital assets
If you have less than £23,250 but more than £14,250 in assets, savings or investments, you will pay a contribution to your care costs.
If your capital and savings are below £23,250 and you have a high level of needs, we will contribute to the cost of your care. You must have a financial assessment to work out how much you will pay.
When the value of your main or only home is excluded
The value of your home will be excluded if:
- your partner, former partner or civil partner, except where you are estranged, continues to live there or,
- a lone parent who is your estranged or divorced partner continues to live there or,
- an eligible relative aged 60 or over continues to live there or,
- an eligible relative who is incapacitated continues to live there or,
- your child under 18 continues to live there or,
- other special circumstances.
If your savings are less than £23,250, and you own your own home, its value is usually not included in the financial assessment for 12 weeks from when your care starts.
Self-funding residential care
If you pay the full cost of your care yourself, you are known as a self-funder. More information on self-funding.
We strongly advise you to seek specialist financial advice from a qualified independent financial adviser. They can make sure that you are aware of your options for paying for your own care.
How people pay for care
People who fund their own care, usually pay for their care fees in the following ways:
- using savings and /or income from investments
- selling their home and using the proceeds to pay their care fees
- renting out their property
- purchasing a care fee payment plan: you pay a lump sum to an insurer who will then guarantee to cover residential and nursing care fees for the rest of your life
We can provide information about services and our assessment and charging processes. However, we cannot give you financial advice.
Respite care
People taking short term or respite stays in care and nursing homes are assessed and charged on the same basis as if they were receiving care in their homes. You should not therefore experience any change to your weekly assessed charge in these circumstances.
Care home charges
Care home costs can vary from home to home. If the council is contributing towards the cost of your care, your choice of care home will be limited to those that accept our funding level.
If the home you have chosen charges more than the council’s contribution, you must find someone to help pay the difference (see third party top-ups, below). The law states that you are not allowed to make this additional payment yourself, except in limited circumstances. The responsibility for this often falls to a member of your family or a benevolent sponsor, such as a charity.
If the person making these extra payments cannot continue to make these in the future, we may not automatically pay the difference. If the home will not accept a lower rate, you may need to move to a less expensive care home.
If you pay the full cost of your care home fees, arranged it without our assistance and the care home fees are higher than the council’s funding level, you will need to think about how the fees will be paid if your capital and savings are likely to fall below £23,250 in the future.
If your capital is less than £14,250 and the home you choose charges fees within our funding rate, your contribution will be assessed on your income only.
Deprivation of assets
Giving away your assets, such as property or money, to avoid paying care costs is called ‘deprivation of assets’.
We will investigate, if you give away your money, or other assets, before or while you are living in residential care. If you sell an asset at less than market value, we must investigate this too. If deprivation has occurred it may mean we treat you as still having the asset you gave away.
Help paying for residential care
Third party contributions (top-up payments)
If the care home you choose costs more than we usually pay for a person with your needs, someone will have to make up the difference. This extra payment is often referred to as a ‘top-up’ or ‘third party top-up’.
It is against the law to make this payment yourself. The only exception is when your placement is for a 12-week property disregard or for a deferred payment. The responsibility for this often falls to a member of your family or a benevolent sponsor such as a charity. Once confirmed, the person or organisation must sign a formal agreement.
Paying for care is a complex area. We recommend you get independent financial advice.
Changes to your financial situation
If the council is contributing to the cost of your care you must tell us as soon as possible if your income or capital increases or decreases significantly during the year.
If you are a self-funder and your capital is likely to reduce to £23,250, you must let us know well in advance.
We recommend contacting us when your capital is approximately £28,000.
Contact us about approaching funding threshold - online form
Telephone: : 0345 045 5202
9am to 5pm, Monday to Friday