Managed Accounts
If you receive money directly to arrange your own care, or you’re thinking about doing so, we can help you manage it all.
Overview
Our managed account service takes care of everything.
If you receive money directly to arrange your own care, or you’re thinking about doing so, we can help you manage it all.
The service is completely flexible and can be adapted to suit your individual circumstances.
Can I have a managed account?
If you already receive a direct payment or personal health budget — or you’re thinking of moving to direct payments — and you find managing the administration difficult, you may be eligible for our service.
The best first step is to talk to your social worker about whether you would be eligible. There is a charge for the service, but most local authorities will cover this cost as part of the direct payment they pay to you.
If you pay for your care and support privately, you can also use a managed account to keep track of payments and costs.
What about my client contribution?
If your financial assessment shows that you need to contribute towards your care costs, this contribution must be paid into your managed account each month. We’ll help you set up a direct debit so you don’t have to remember it, and we’ll record it as income on your monthly statement.
Benefits
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Dedicated Account
A dedicated account set up in your name
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Funding Management
All the funding you're entitled to received in one place
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Payments Made for You
Payment of your personal assistant's wages, care agency fees and any other bills approved as part of your support plan
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HMRC Tax Payments
Payment of all taxes to HMRC
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Financial Record Keeping
Accurate records of all income received and payments made
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Budget Monitoring
Monitoring of all income and expenditure against your care plan
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Audit Support
Information provided for local authority and health audits and inspections
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Dedicated Customer Support
Answers to your questions through a dedicated phone line (local rate charges apply)