Help manage the money of someone you’re caring for

Depending on the kinds of difficulties someone’s having with their finances, the help you could provide might involve anything from helping them with bills and paperwork and assisting with their day-to-day money, to taking on the lasting power of attorney.

Providing informal support

When you’re helping support someone with long-term-care needs, you should try to ensure that they’re making the best use of their money to meet those needs.

This might mean:

• Helping them with their care plan
• That any allocated care budget is used wisely
• Make sure they have money to spend on the hobbies and activities they enjoy

A care plan is a written agreement between you and your health professional and/or social services to help you manage your health and well-being day to day.

The care plan is based on what you want so you’re in control. All the information in your care plan is private and you can share it as you choose.

You can have a care plan review at least once a year. You can also ask for one if you feel the care plan isn’t working or if other things in your life change.

Help someone informally with day-to-day money

If you find yourself managing a personal care budget that has been awarded by a local authority or the NHS, then it comes with certain responsibilities and obligations that you must fulfil.

What if someone needs more support?

What if the person you want to help has lost mental capacity?