Ivy Care Connect · Financial assessment

Service user financial threshold assessment

Enter declared capital, income and care setting. The check shows which charging band the service user falls into and routes the referral straight to the responsible local authority financial assessment team.

At or below £14,250

Capital fully disregarded. Any contribution is assessed from income alone — referral raised.

£14,250 to £23,250

Tariff income of £1 per week per £250 of capital above the lower limit applies — referral raised.

Above £23,250

Usually self-funding. The check signposts deferred payments and 12-week property disregard instead.

Run a threshold check

Routing is worked out from the service user's postcode, and can be overridden where ordinary residence sits with a different authority.

Referrer

Your name

Work email

Organisation

Service user case reference

Care and location

Service user postcode

Responsible authority (optional)

Override where ordinary residence differs from the postcode.

Care setting

Owns a property

Declared means

Total capital and savings (£)

Limits: £14,250 lower, £23,250 upper.

Weekly income (£)

Disability-related expenditure (£ per week) (optional)

Notes for the assessment team (optional)

Evidence documents

Attach evidence of income, benefits, capital and expenses for the assessment team to review. PDF, image, Word, CSV or Excel files up to 10 MB each, 10 documents maximum.

Choose documents (optional)

Indicative check only. Use a case reference rather than the service user's name.

Working with an authority not listed? Talk to us about onboarding it.