What is a financial assessment?

A financial assessment helps us work out how much you will need to contribute towards the cost of your care.

After we have identified and agreed your needs with you, we will visit you to complete a financial assessment to work out how much you will contribute towards the care and support you need. This will be based on your income, savings and your assets.

Your income is all the money you have coming in each week. Examples of income include:

• interest from savings
• a private pension
• your State Pension
• benefits
• salary or wages if you are working

Your assets can include savings, land and buildings - but not the value of the home you live in.

You should claim all the benefits that you are entitled to, as your contribution will probably be worked out as if you are getting them.

For more information, talk to your social worker or the person that carried out your assessment.

More information on claiming benefits

We will help you fill out the financial assessment form to see if you qualify for financial help.

What if I don't want a financial assessment?

If you don't want us to carry out a financial assessment, you will need to pay the full cost of your services. You can find out what our charges are in our charging policies.

Charging policy - Community care charges for people living at home

Charging policy - Residential or nursing care homes

How to get in touch

If you are unsure about your financial assessment, or you would like a breakdown of how your contribution has been calculated, contact the Income Assessment Team.

Income Assessment and Visiting Officers Team
Address: P.O. Box 59, Civic Centre, Silver Street, Enfield EN1 3XL
Telephone: 020 8379 8128 / 8129
Email: incomeassessment.team@enfield.gov.uk