Financial assessment calculator
How to complete a financial assessment online
Once you have completed the online calculator, you will have the option to submit this to us. You should only do this if you have had your care needs assessment completed, which has indicated that you are eligible for care services. Once we have received your submitted financial information, one of our Financial Assessment Officers will check and verify the details and provide you with your finalised financial assessment figures.
If you only want to see the estimated cost you might need to pay towards your care, you can still use the calculator and you do not need to submit the information to us at the end of the process. Please remember this will only be as accurate as the information you are entering, therefore any incorrect and/or missing information will affect the calculation produced.
What can the calculator be used for?
The calculator can be used in two ways:
- To obtain an indicative calculation of what charges you may have to pay should you start to receive care services (your information is not shared with us at this point). This will be an estimated figure based on the accuracy and completeness of the information you enter.
- To submit your financial information to us in the form of a financial assessment. This is following a care needs assessment being carried out, that has identified eligible care needs that will be met by us arranging care services to support you. This includes the provision of a Direct Payment.
If you use the calculator to submit your financial information to us, this will be reviewed and verified by a Financial Assessment Officer who will confirm the final care contribution figures once the assessment has been completed.
By using our form, you are agreeing to our disclaimers. More information about how we use your information you can be found in our privacy policy.
Please ensure you have all the required documentation and information regarding your finances before starting your assessment.
If you are using the financial assessment calculator to estimate the amount you might have to contribute to any care costs – the calculated figure will only be an estimate.
This will only be as accurate as the information you are entering, therefore any incorrect and/or missing information will affect the calculation produced. The calculator should only be used as an indicative figure.
Once the verification of your submitted information has been completed, you will be contacted and provided with your finalised figures.
Support from our team
Should you require any support to complete the online financial assessment you can contact our Client Finance team.
If you require support in-person you will need to make an appointment which will be at The Portal in Ellesmere Port. It is important that you take all the required information / documents with you to the appointment in order to fully complete your form.
