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Care Act - Charging and Financial Assessment

Sanctuary Training

Care Act - Charging and Financial Assessment



The Care Act provides a single legal framework for charging for care and support. It enables a local authority to decide whether or not to charge a person when it is arranging to meet a person’s care and support needs or a carer’s support needs. The new framework is intended to make charging fairer and more clearly understood by everyone.


This course is intended for:

  • People who have a role in giving information and advice about charging and financial assessment (including deferred payment agreements)
  • Staff employed by local authorities who are responsible for undertaking financial assessments and administrating the charging process or deferred payment agreements
  • Managers of people undertaking both of the above roles


This course forms part of the suite of e-learning courses that have been developed to support the implementation of part one of the Care Act 2014. It is based upon the Skills for Care training materials.

You will automatically get a course certificate on course completion – with your name, the CPD hours, the date and learning objectives.

The course contains additional resource materials, useful links and refresher guides.


Once you’ve completed this course, you’ll have a knowledge of:

  • Services that can and cannot be charged for
  • What to consider when undertaking a financial assessment
  • The implications of the Act for self-funders wanting care in a care home or in another setting
  • What happens if a person lacks capacity
  • Deprivation of assets
  • What local authorities must do to ensure choice
  • Who pays top-up fees and how this is arranged
  • What carers can be charged for
  • Debt recovery

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