Means-tested charging - financial assessment

If a service charge is means-tested, you will be sent a financial assessment form which you need to complete, telling us about:

  • your income (and your partner/spouse's income, if the service is shared)
  • pensions and benefits
  • savings and capital (for example, shares, property).

You also need to provide paperwork to support the information that you have given. For example, we will need to see copies of current bank statements, savings accounts etc.

Please note that the sooner we get this information, the quicker we can work out how much you will have to pay.

Next steps

We will send you a letter explaining how much you have to pay each week and we will base our invoices on this amount. We normally invoice people every four weeks.

Means-tested charges are reviewed each year to check they remain accurate and you should let us know about any significant changes in your income or savings during the year.

What happens if you don't let us know about your finances

If you don't wish to disclose your financial details, you will probably have to pay the full charge for the service.