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Working Together To Safeguard Children 2026 Update.

The Mental Health Act 2025 Reforms.

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1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding AdultsJanuary 30, 2026

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureJanuary 30, 2026
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJanuary 30, 2026

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsJanuary 30, 2026
  2. 5.0.2Recording and Keeping RecordsJuly 24, 2025
  3. 5.0.3Providing Information about a Person or CarerJuly 24, 2025
  4. 5.0.4Professional Curiosity
    Updated
    January 30, 2026
  5. 5.0.5Financial AssessmentJanuary 30, 2026
  6. 5.0.6Commissioning and Brokerage ProceduresJuly 24, 2025
  7. 5.0.7Direct PaymentsJanuary 30, 2026
  8. 5.0.8Technology Enabled Care (TEC)/Assistive TechnologyJanuary 28, 2025
  9. 5.0.9Risk AssessmentJanuary 30, 2026
  10. 5.0.10Co-productionJanuary 30, 2026
  11. 5.0.11Lone WorkingAugust 14, 2023
  12. 5.0.12Joint WorkNovember 3, 2021
  13. 5.0.13Social Media (use of)January 30, 2026
  14. 5.0.14Storage of Data on Practitioners' Mobile DevicesJanuary 30, 2026
  15. 5.0.15Interpreter and Translation ServicesJanuary 30, 2026
  16. 5.0.16Death of a Person or CarerJuly 24, 2025

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsJanuary 28, 2025
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 30, 2026
  3. 6.0.3Housing and HomelessnessJuly 24, 2025
  4. 6.0.4Joint Packages of Health and Social CareJanuary 28, 2025
  5. 6.0.5NHS Continuing Healthcare Procedure
    Updated
    January 30, 2026
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)July 11, 2024
  7. 6.0.7End of Life Procedures and Practice GuidanceJanuary 28, 2025
  8. 6.0.8Legal ServicesAugust 14, 2023
  9. 6.0.9Ordinary Residence ProcedureJuly 11, 2024
  10. 6.0.10Continuity of Care ArrangementsJuly 11, 2024
  11. 6.0.11Cross Border PlacementsJuly 11, 2024
  12. 6.0.12Protecting Moveable PropertyJuly 24, 2025
  13. 6.0.13Service Interruptions and Provider FailureJuly 11, 2024
  14. 6.0.14No Recourse to Public Funds (NRPF)
    Updated
    January 30, 2026
  15. 6.0.15Prisons and Approved PremisesJuly 24, 2025
  16. 6.0.16Acting as an Appropriate Adult
    Updated
    January 30, 2026
  17. 6.0.17Working Effectively with Parents and Children's Services
    Updated
    January 30, 2026

7.Advice and Wellbeing Hub

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 7.1.2Deciding the Outcome of a Contact or ReferralJanuary 30, 2026
  3. 7.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

7.2Establishing Needs

  1. 7.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 7.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 7.2.3The Skilled ConversationJanuary 30, 2026
  4. 7.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 7.2.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 7.2.6Communicating the Outcome and Next StepsJanuary 30, 2026
  7. 7.2.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 7.2.8Requesting a Financial AssessmentJanuary 28, 2025

7.3Care and Support Planning

  1. 7.3.1Setting an Indicative BudgetJanuary 28, 2025
  2. 7.3.2Care and Support PlanningJanuary 30, 2026
  3. 7.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  4. 7.3.4Arranging Support and ServicesJanuary 28, 2025

7.4Reviewing a Care and Support Plan

  1. 7.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 7.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 7.4.3The Review Conversation
    Updated
    January 30, 2026
  4. 7.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 7.4.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 7.4.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 7.4.7Review of a Direct Payment

7.5Minor Adaptations and Equipment

  1. 7.5.1Minor Adaptations and Adaptive EquipmentJuly 24, 2025
  2. 7.5.2Providing EquipmentJuly 11, 2024
  3. 7.5.3Equipment in a Care HomeJuly 11, 2024
  4. 7.5.4Providing Direct SupportJuly 11, 2024
  5. 7.5.5Monitoring and ReviewJanuary 30, 2026

8.Community Reablement Team

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)January 30, 2026
  3. 8.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)July 11, 2024
  2. 8.2.2Preparing to Establish Needs (Reablement)July 24, 2025
  3. 8.2.3The Skilled Conversation (Reablement)January 30, 2026
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)January 28, 2025

8.3Meeting Needs

  1. 8.3.1The Reablement PlanJanuary 30, 2026
  2. 8.3.2Arranging the Reablement ServiceJuly 11, 2024

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementJanuary 31, 2024
  2. 8.4.2Monitoring Actions (Reablement)January 30, 2026
  3. 8.4.3The Reablement ReviewJanuary 28, 2025
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordAugust 14, 2023
  5. 8.4.5Actions Following a Reablement ReviewJanuary 30, 2026

9.Hospital Discharge to Assess Team

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Hospital Discharge)January 30, 2026
  3. 9.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

9.2Discharge to Assess

  1. 9.2.1Discharge to Assess (Home First)July 11, 2024
  2. 9.2.2Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 9.3.2Preparing to Establish NeedsJanuary 28, 2025
  3. 9.3.3The Skilled ConversationJanuary 30, 2026
  4. 9.3.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 9.3.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 9.3.6Communicating the Outcome and Next StepsJanuary 30, 2026
  7. 9.3.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 9.3.8Requesting a Financial AssessmentJanuary 28, 2025

9.4Care and Support Planning

  1. 9.4.1Setting an Indicative BudgetJanuary 28, 2025
  2. 9.4.2Care and Support PlanningJanuary 30, 2026
  3. 9.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  4. 9.4.4Arranging Support and ServicesJanuary 28, 2025

9.5Reviewing a Care and Support Plan

  1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 9.5.3The Review Conversation
    Updated
    January 30, 2026
  4. 9.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 9.5.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 9.5.6Reviewing a Direct Payment

9.6Minor Adaptations and Equipment

  1. 9.6.1Minor Adaptations and Adaptive EquipmentJuly 24, 2025
  2. 9.6.2Providing EquipmentJuly 11, 2024
  3. 9.6.3Equipment in a Care HomeJuly 11, 2024
  4. 9.6.4Providing Direct SupportJuly 11, 2024
  5. 9.6.5Monitoring and ReviewJanuary 30, 2026

10.Physical Disability & Older People Team

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 10.1.2Deciding the Outcome of a Contact or ReferralJanuary 30, 2026
  3. 10.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 10.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 10.2.3The Skilled ConversationJanuary 30, 2026
  4. 10.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 10.2.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 10.2.6Communicating the Outcome and Next StepsJanuary 30, 2026
  7. 10.2.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 10.2.8Requesting a Financial AssessmentJanuary 28, 2025

10.3Care and Support Planning

  1. 10.3.1Setting an Indicative BudgetJanuary 28, 2025
  2. 10.3.2Care and Support PlanningJanuary 30, 2026
  3. 10.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  4. 10.3.4Arranging Support and ServicesJanuary 28, 2025

10.4Reviewing a Care and Support Plan

  1. 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 10.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 10.4.3The Review Conversation
    Updated
    January 30, 2026
  4. 10.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 10.4.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 10.4.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 10.4.7Reviewing a Direct Payment

10.5Minor Adaptations and Equipment

  1. 10.5.1Minor Adaptations and Adaptive EquipmentJuly 24, 2025
  2. 10.5.2Providing EquipmentJuly 11, 2024
  3. 10.5.3Equipment in a Care HomeJuly 11, 2024
  4. 10.5.4Providing Direct SupportJuly 11, 2024
  5. 10.5.5Monitoring and ReviewJanuary 30, 2026

10.6Major Adaptations

  1. 10.6.1Establishing Likely Eligibility for a Disabled Facilities GrantJuly 11, 2024
  2. 10.6.2Applying for a Disabled Facilities GrantAugust 14, 2023
  3. 10.6.3The Outcome of the Disabled Facilities Grant Application and Next StepsJuly 11, 2024

11.Learning Disability & Autism Team

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralJanuary 30, 2026
  3. 11.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 11.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 11.2.3The Skilled ConversationJanuary 30, 2026
  4. 11.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 11.2.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 11.2.6Communicating the Outcome and Next StepsJanuary 30, 2026
  7. 11.2.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 11.2.8Requesting a Financial AssessmentJanuary 28, 2025

11.3Care and Support Planning

  1. 11.3.1Setting an Indicative BudgetJanuary 28, 2025
  2. 11.3.2Care and Support PlanningJanuary 30, 2026
  3. 11.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  4. 11.3.4Arranging Support and ServicesJanuary 28, 2025

11.4Reviewing a Care and Support Plan

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 11.4.3The Review Conversation
    Updated
    January 30, 2026
  4. 11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 11.4.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 11.4.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 11.4.7Reviewing a Direct Payment

11.5Minor Adaptations and Equipment

  1. 11.5.1Minor Adaptations and Adaptive EquipmentJuly 24, 2025
  2. 11.5.2Providing EquipmentJuly 11, 2024
  3. 11.5.3Equipment in a Care HomeJuly 11, 2024
  4. 11.5.4Providing Direct SupportJuly 11, 2024
  5. 11.5.5Monitoring and ReviewJanuary 30, 2026

12.Review Team

12.1Contact and Review Requests

  1. 12.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 12.1.2Deciding the Outcome of a Contact or Review RequestJanuary 30, 2026
  3. 12.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

12.2Reviewing a Care and Support Plan

  1. 12.2.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 12.2.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 12.2.3The Review Conversation
    Updated
    January 30, 2026
  4. 12.2.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 12.2.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 12.2.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 12.2.7Reviewing a Direct Payment

12.3Monitoring and Reviewing Equipment

  1. 12.3.1Monitoring and ReviewJanuary 30, 2026

12.4Establishing Needs

  1. 12.4.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 12.4.2Preparing to Establish NeedsJanuary 28, 2025
  3. 12.4.3The Skilled ConversationJanuary 30, 2026
  4. 12.4.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 12.4.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 12.4.6Communicating the Outcome and Next StepsJanuary 30, 2026
  7. 12.4.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 12.4.8Requesting a Financial AssessmentJanuary 28, 2025

12.5Care and Support Planning

  1. 12.5.1Requesting a Financial AssessmentJanuary 28, 2025
  2. 12.5.2Setting an Indicative BudgetJanuary 28, 2025
  3. 12.5.3Care and Support PlanningJanuary 30, 2026
  4. 12.5.4Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  5. 12.5.5Arranging Support and ServicesJanuary 28, 2025

12.6Minor Adaptations and Equipment

  1. 12.6.1Minor Adaptations and Adaptive EquipmentJuly 24, 2025
  2. 12.6.2Providing EquipmentJuly 11, 2024
  3. 12.6.3Equipment in a Care HomeJuly 11, 2024
  4. 12.6.4Providing Direct SupportJuly 11, 2024

13.Mental Health Social Work Team

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 13.1.2Deciding the Outcome of a Contact or ReferralJanuary 30, 2026
  3. 13.1.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 13.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 13.2.3The Skilled ConversationJanuary 30, 2026
  4. 13.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 13.2.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 13.2.6Communicating the Outcome and Next StepsJanuary 30, 2026

13.3Meeting Needs

  1. 13.3.1Establishing Ordinary ResidenceJanuary 28, 2025
  2. 13.3.2Requesting a Financial AssessmentJanuary 28, 2025
  3. 13.3.3Setting an Indicative BudgetJanuary 28, 2025
  4. 13.3.4Care and Support PlanningJanuary 30, 2026
  5. 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  6. 13.3.6Arranging Support and ServicesJanuary 28, 2025

13.4Reviewing Support and Services

  1. 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 13.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 13.4.3The Review Conversation
    Updated
    January 30, 2026
  4. 13.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 13.4.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 13.4.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 13.4.7Reviewing a Direct Payment

13.5Functions under the Mental Health Act

  1. 13.5.1Understanding the Mental Health Act 1983January 28, 2025
  2. 13.5.2Social Circumstances ReportJuly 11, 2024
  3. 13.5.3Section 117 AftercareJanuary 30, 2026
  4. 13.5.4Community Mental Health FrameworkAugust 14, 2023

14.AMHP Procedure

  1. 14.0.1AMHP ProcedureJanuary 28, 2025

15.Preparing for Adulthood

15.1Childrens Procedures

  1. 15.1.1Brighter Futures Procedures

15.2Deciding Whether to Start Transition

  1. 15.2.1Deciding Whether to Start TransitionAugust 14, 2023
  2. 15.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 15.2.3Recording the Decision and Next StepsNovember 3, 2021

15.3Child's Needs Assessment

  1. 15.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)July 11, 2024
  2. 15.3.2Preparing to Establish Needs (Child's Needs Assessment)July 11, 2024
  3. 15.3.3The Skilled Conversation (Child's Needs Assessment)January 30, 2026
  4. 15.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)January 31, 2024

15.4Carer's Transition Assessments

  1. 15.4.1Introduction, Legal Requirements and Tools (Carer's Transition)July 11, 2024
  2. 15.4.2Preparing to Establish the Needs of Parent CarersJuly 11, 2024
  3. 15.4.3Preparing to Establish the Needs of Young CarersJuly 11, 2024
  4. 15.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 15.4.5The Skilled Conversation (Young Carers)January 30, 2026
  6. 15.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 11, 2024

15.5Transition Planning and Review

  1. 15.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 15.5.2The Transition PlanJanuary 31, 2024
  3. 15.5.3Reviewing a Transition PlanJuly 11, 2024
  4. 15.5.4Reviewing an Education, Health and Care Plan (from 18 years)January 30, 2026

15.6Contacts from Adults

  1. 15.6.1Receiving a ContactAugust 14, 2023
  2. 15.6.2Deciding the Outcome of a ContactJanuary 30, 2026
  3. 15.6.3Actions Relating to Care Act Assessment and Procedures
    Updated
    January 30, 2026

15.7Establishing Adult Needs

  1. 15.7.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 15.7.2Preparing to Establish NeedsJanuary 28, 2025
  3. 15.7.3The Skilled ConversationJanuary 30, 2026
  4. 15.7.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 15.7.5Understanding and Applying Eligibility CriteriaJanuary 30, 2026
  6. 15.7.6Communicating the Outcome and Next StepsJanuary 30, 2026
  7. 15.7.7Requesting a Financial AssessmentJanuary 28, 2025

15.8Care and Support Planning

  1. 15.8.1Setting an Indicative BudgetJanuary 28, 2025
  2. 15.8.2Care and Support PlanningJanuary 30, 2026
  3. 15.8.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  4. 15.8.4Arranging Support and ServicesJanuary 28, 2025

15.9Reviewing a Care and Support Plan

  1. 15.9.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 15.9.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 15.9.3The Review Conversation
    Updated
    January 30, 2026
  4. 15.9.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  5. 15.9.5Actions Following a Care and Support Plan ReviewJanuary 30, 2026
  6. 15.9.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 15.9.7Reviewing a Direct Payment

15.10Minor Adaptations and Equipment

  1. 15.10.1Minor Adaptations and Adaptive EquipmentJuly 24, 2025
  2. 15.10.2Providing EquipmentJuly 11, 2024
  3. 15.10.3Equipment in a Care HomeJuly 11, 2024
  4. 15.10.4Providing Direct SupportJuly 11, 2024
  5. 15.10.5Monitoring and ReviewJanuary 30, 2026

16.Carers Procedures

16.1Contact and Referral

  1. 16.1.1Receiving a Contact or ReferralJuly 24, 2025
  2. 16.1.2Deciding the Outcome of a Contact or Referral (Carers)January 30, 2026
  3. 16.1.3Actions Relating to Care Act Assessment and Procedures (Carers)
    Updated
    January 30, 2026

16.2Establishing Needs

  1. 16.2.1Introduction, Legal Requirements and Tools (Carers)July 11, 2024
  2. 16.2.2Preparing to Establish Needs (Carers)July 11, 2024
  3. 16.2.3The Skilled Conversation (Carers)January 30, 2026
  4. 16.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 16.2.5Understanding and Applying Eligibility Criteria (Carers)January 30, 2026
  6. 16.2.6Communicating the Outcome and Next Steps (Carers)January 30, 2026

16.3Meeting Needs

  1. 16.3.1Establishing Ordinary ResidenceJanuary 28, 2025
  2. 16.3.2Requesting a Financial AssessmentJanuary 28, 2025
  3. 16.3.3Setting an Indicative BudgetJanuary 28, 2025
  4. 16.3.4Support PlanningJanuary 30, 2026
  5. 16.3.5Signing off a Support Plan and Agreeing a Final Personal Budget
    Updated
    January 30, 2026
  6. 16.3.6Arranging Support and ServicesJanuary 28, 2025

16.4Reviewing Support and Services

  1. 16.4.1Legal Requirements of a Support Plan Review and ToolsJanuary 28, 2025
  2. 16.4.2Preparing to Carry out a Support Plan ReviewJuly 11, 2024
  3. 16.4.3The Review Conversation (Carers)
    Updated
    January 30, 2026
  4. 16.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordAugust 14, 2023
  5. 16.4.5Actions Following a Support Plan ReviewJanuary 30, 2026
  6. 16.4.6Monitoring Urgent or Interim Support and ServicesJanuary 30, 2026
  7. 16.4.7Reviewing a Direct Payment

Last Updated: January 30, 2026

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