Your care and support assessment

An assessment is a discussion between yourself and a trained person, either from us or another organisation that we work with.

Together you will talk through any difficulties you are having looking after yourself or what is important to you. This is so that we can get a better understanding of the impact on your wellbeing and what may help you in future. You can print and share this guide on 'What to expect during assessment and care planning' (PDF) (Accessible).

During your assessment:

  • we will consider your views and wishes
  • you can have a friend, relative or someone else to help you or speak for you, if you want
  • if you are unable to speak up for yourself an independent advocate can be made available to help you
  • we will arrange for an interpreter if you do not speak English or if you use sign language
  • if you have a disability we can also provide information in other formats
    • for example: in large print, easy read, Braille or in audio format. Please tell us if you need this
  • we will consider your carer's views
  • the people involved in your assessment will work together effectively

We may talk about:

  • your general, physical, and mental health
  • your safety
  • hobbies and interests
  • your home
  • family, social network and other support
  • what changes or outcomes you want to achieve

Following the assessment, we will tell you:

  • if you have any unmet needs 
  • if you are eligible for any help or support from us including any financial help

We will tell you what your indicative Personal Budget is. This is the amount of money we think it will cost to keep you safe and well. It is called an indicative budget as it is a good idea of what your final personal budget will be. The final amount will only be agreed once your support plan has been approved. You may need to pay towards the cost of your care.

The Care Act

The Care Act 2014 tells Councils how to work out whether someone has eligible needs.

If you are not eligible for any support from us, we have a duty to give you information and advice. It will be about what may help you to stay independent or to keep you well.

You can find out more about local activities and services on Connect to Support Wakefield.

Support for carers

If you help to take care of someone like a family member or friend, then Carers can ask for an assessment of their needs. Carers may be eligible for some support even if the person they care for is not. This may be help with having a break from caring.

Creating a care and support plan


Adult Social Care privacy notice

To ensure your safety and well-being and fulfil our legal obligations in adult social care, we need to gather information about you.

Our privacy notice outlines:

  • how, and why, we use the collected information
  • how we may share it
  • the duration of information retention
  • your rights regarding your information

You can access our Privacy Notice here.

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