Management of funding in respect of Personal Health Budgets, Individualised Budget, Direct Payments



Always remember that you are absolutely unique. Just like everone else. - Margaret Mead



  • Ensure costings attached to support plan are correct and include all relevant costs, e.g.Employers National Insurance, Employers Liability Insurance, PAs Holiday Pay and SSP etc
  • Open bank accounts on Clients behalf. Some clients may need assistance to open an account if they wish to manage the account themselves.
  • Assist with Employer Liability Insurance forms either as a representative or broker
  • Pay local authority invoices for charge if we hold the account.
  • On receipt of Agency invoice, ensure correctness where possible and make payment.
  • Monthly checks on bank balances.
  • Pay any expenses in line with the agreed plan.
  • Provide information for NHS Providers, Local Authorities reviews.