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HggoPek Erts fs e ridfstiri` hberfty, rid. kuajir 5>30:85, ek` hgapeky ofafti` jy duerektii ridfstirì fk Ikdoek` ek`

Teois, rid. kuajir 8:0099:

Aikteo wioojifkd fs ikbekhi` jy tbi pgwir gc hrietfvfty 

Cijruery :>53

HGGOPEK EZPX@ISIOG^FKD E JIXP ^ZEHPFHI AG@IO

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 5 

Trfttik jy Eofsgk Sfki gk jibeoc gc<

HggoPek Erts

8r`

 CoggrTeowgrtb Zge`

Ogk`gk XI54 5LI

Zidfstiri` hberfty Kg. 5>30:85, ek` hgapeky ofafti` jy duerektii ridfstiri` fk Ikdoek` ek` Teois, rid.

kuajir 8:0099:

bttp

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi : 

Xuaaery

Zihikt hbekdis tg tbi Heri Eht :>50 kgw prgvf`i e ‒stetutgry riqufriaikt tbet eoo

iofdfjoi pigpoi sbguo` bgo` e pirsgkeo ju`dit‖5. Bgwivir, tbiri hgktfkuis tg ji e bfdboy

jurieuhretfh, tfai hgksuafkd ek` strisscuo eppofhetfgk prghiss:. Pbfs ripgrt bes jiik

prg`uhi` fk rispgksi tg tbisi fssuis, edefkst e jehm`rgp gc eddrissfvi wioceri huts ek`

tbi hgktfkugus hbegs surrguk`fkd pirsgkeo ju`dits. Eotbgudb tbi aelgrfty gc risierhb

cghusis gk ewerikiss gc pirsgkeo ju`dits ek` iofdfjfofty hrftirfe, tbfs stu`y iapbesfsis

tbi `fccfhuotfis cehi` jy crgktofki SHG stecc wbg eri tryfkd tg cehfofteti pirsgkeo ju`dit

eppofhetfgks.

Pbfs fs e queoftetfvi stu`y, jesi` gk e skepsbgt seapoi, jitwiik Kgviajir :>59 tg

Cijruery :>53, crga :3 pertfhfpekts wbg eweftfkd pirsgkeo ju`dit eppofhetfgks ek`

prghissis. Pbi seapoi fkhou`is iofdfjoi ricirreos crga afxi` `iagdrepbfh jehmdrguk`s

wbg bevi ridfstiri` wftb HggoPek Erts fk gr`ir tg ehhiss wioojifkd/hrietfvi wgrmsbgps.

Pbi aefk cfk`fkds suddist tbet tbiri hgktfkuis tg ji fssuis gc `ioeys fk prghissfkd

eppofhetfgks tbet fapeht kidetfvioy upgk jgtb iofdfjoi fk`fvf`ueos ek` tbgsi wgrmfkd fk

SHGs e`vghetfkd gk tbifr jibeoc. Fk hgkhousfgk, ft fs bgpi` ek` rihgaaik`i` tbet tbfs

stu`y aey hgktrfjuti tgwer` ikhguredfkd eoo aikteo bieotb ek` essghfeti` grdekfsetfgks

tg hgooejgreti gk e ‒jist prehtfhi‖ ag`io.

5 Fk Hgktrgo (:>59) ^rgagtfkd pigpoi‖s rfdbt tg hbgfhi ek` hgktrgo uk`ir tbi Heri Eht :>50< Bgw eri ogheo

eutbgrftfis pircgrafkd7 Ghtgjir :>59. Ogk`gk< Fk Hgktrgo. Evefoejoi ]gkofkiQ crgaek`%:>hgktrgo%:>(cfkeo).p`c Ehhissi` gk< 2tb 

Cijruery :>53.: Fk Hgktrgo (:>59)

http://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdfhttp://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdfhttp://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdfhttp://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdf

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 8 

Hgktikts ^edi Kg.

Fktrg`uhtfgk WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 0 

Pbi Heri Eht :>50 WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 3 

HggoPek Erts (HPE) WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 2 

^irsgkeo Ju`dits< Zioeti` risierhb WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 6 

HggoPek Erts< Cfk`fkds WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 5: 

Hgkhousfgk ek` Zihgaaik`etfgks WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 50 

Zicirikhis WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 59 

Eppik`fhis

Eppik`fx 5 WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW 52

Eppik`fx : WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW :0 

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 0 

Fktrg`uhtfgk

Pbfs ripgrt wfoo cfrst prgvf`i ek gvirvfiw gc tbi miy pgfkts fk tbi Heri Eht :>50, hiktri`

gk ‒hbgfhi ek` hgktrgo‖. Yk`irpfkki` jy tbi ‒Tioojifkd ^rfkhfpoi‖, rihikt eaik`aikts

bevi kgw cfraoy sftueti` tbi hgaafssfgkfkd gc sghfeo heri ek` wioojifkd tgwer` e

hgooejgretfvi errekdiaikt eagkd Sgouktery ek` Hberfty Grdekfsetfgks (SHGs). Et tbi

seai tfai, tbi Heri Eht bes jrge`iki` tbi hrftirfe wftbfk pirsgkeofsetfgk tg fkhou`i tbi

stetutgry riqufriaikt tbet eoo iofdfjoi pigpoi sbguo` bgo` e pirsgkeo ju`dit8.  Tbfoi ft fs

hoier tbet tbi hbekdis fk tbi Heri Eht fktik` tg prgagti pirsgkeofsetfgk suppgrti` jy

tbi SHGs, fk tiras gc cuk`fkd, tbi rieofty cgr sirvfhi prgvf`irs fs prgjoiaetfh, tfai

hgksuafkd ek` crustretfkd.

HggoPek Erts (HPE) fs e aikteo bieotb hberfty wftb e twikty-cfvi yier bfstgry fk hrietfvi

ert wioojifkd sirvfhis. Jicgri tbi fapeht gc pirsgkeofsetfgk prgvf`i` wftbfk tbi Heri Eht

:>50, HggoPek Erts be` privfgusoy jiik fk rihifpt gc ek ixhiss gc joghm cuk`fkd tg

prgvf`i fts sirvfhis. ^irsgkeo ju`dits bevi tbiricgri jihgai fktidreo tgwer` HPE

hgktfkufkd fts oivio gc sirvfhi ek` hgktrfjutfkd tgwer` miipfkd pigpoi wftb aikteo

bieotb kii`s gut gc bgspfteo. Dfvik tbfs hgktixt, tbi hberfty fs wioo poehi` tg hgktrfjuti

tg ixfstfkd risierhb wftb tbi efa gc hgooejgretfkd tgwer` e pirsgkeo ju`dit ‒jist

prehtfhi‖ ag`io. Pbfs ripgrt wfoo tbiricgri fktrg`uhi HPE cgoogwi` jy e rivfiw gc rioeti`risierhb gc tbi agst rihikt ixpirfikhis gc SHGs surrguk`fkd pirsgkeofsetfgk ek`

pirsgkeo ju`dits tg `eti. Eotbgudb tbiri fs e hgksfstikt jg`y gc risierhb suddistfkd

tbet pirsgkeo ju`dits bevi e pgsftfvi fapeht gk tbi ofvis gc tbgsi wbg bgo` tbia0,

8Hghmeyki, D (:>59) @icfkftfgk gc ek` iktftoiaikt tg e pirsgkeo ju`dit.Hftfk530 Tetirs, L & Bettgk, H (:>50) Pbfr` Ketfgkeo ^irsgkeo Ju`dit Xurviy< Ixpirfikhis gc ^irsgkeo Ju`dit Bgo`irs

ek` Herirs Ehrgss E`uot Xghfeo Heri ek` Bieotb, Ogk`gk< Pbfkm Ogheo Eht ^irsgkeo. Evefoejoi ]gkofkiQ crga<

bttp9/tbfr`%:>ketfgkeo%:>pirsgkeo%:>ju`dit%:>surviy%:>ght:>50.p`c Ehhissi`

gk< 3tb Cijruery :>53

http://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspx

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 9 

pirsgkeo ju`dit `iofviry hgktfkuis tg ji e aelgr heusi cgr hgkhirk9. Pbfs hgkhirk fs

bfdbofdbti` fk tbfs ripgrt ek` ivf`ikhi` jy e queoftetfvi stu`y gc HPE‖s gwk cfk`fkds.

Pemik crga e skep-sbgt seapoi gc twikty-sfx hurrikt pirsgkeo ju`dit eppofhetfgks, tbfs

risierhb oggms et tbi prghissis fkvgovi` ek` tbi fssuis tbet eri ixpirfikhi` gk ek ‒iviry

`ey‖ oivio jy crgktofki stecc et HPE . Fapgrtektoy, tbfs stu`y prgvf`is ek gvirvfiw gc tbifssuis cehi` jy SHGs fk `iofvirfkd tbifr sirvfhis tg tbi agst vuokirejoi drgups fk tbi

hgaaukfty.

Fk hgkhousfgk, edefkst e jehm`rgp gc siviri eustirfty aiesuris fk tiras gc huts tg sghfeo

spik`fkd, tbiri fs e prissfkd kii` cgr SHGs tg hgai tgditbir ek` sit gut ek iccihtfvi

ek` iccfhfikt jist prehtfhi ag`io. Pbfs efa sirvis tg iksuri e cefr ̀ iofviry gc cuk`fkd tbet

fs pirsgk hiktri` ek` cehfoftetis hbgfhi ek` fk`ipik`ikhi. Cfkeooy, tbfs stu`y wfoo suddist

rihgaaik`etfgks cgr curtbir risierhb wftb e vfiw tg hgaaukfty ehtfgk fk cgrafkd e

‒jist prehtfhi‖ ag`io jitwiik SHGs ek` aikteo bieotb prgcissfgkeos. 

9 Fjf`

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 3 

Pbi Heri Eht :>50

Pbi Heri Eht :>50 prgvf`is e stetutgry `uty gk ogheo eutbgrftfis tg prgagti wioojifkd

wbik herryfkd gut ek fk`fvf`ueo‖s heri ek` suppgrt. Pbfs aust ji uk`irpfkki` jy tbi

kii` tg iksuri tbet tbfs prghiss cghusis gk tbi kii`s ek` dgeos gc tbi pirsgk

hgkhirki`. Pbfs fs ricirri` tg es tbi ‟Tioojifkd ̂ rfkhfpoi,‑ jiheusi ft fs tbi duf`fkd

prfkhfpoi tbet puts wioojifkd et tbi biert gc heri ek` suppgrt3.

Hiktreo tg tbfs trekscgraetfgk fs tbi priafsi tbet fkstie` gc ogheo eutbgrftfis

hgaafssfgkfkd heri ek` suppgrt sirvfhis, tbiy sbguo` fkstie` prgvf`i tbgsi iofdfjoi cgr

suppgrt, e pirsgkeo ju`dit sg tbiy hek hbggsi sirvfhis fk ofki wftb tbifr gwk kii`s ek`

hfrhuastekhis4. Pbi Eht eosg aemis suri tbet ivirygki wbg kii`s fkcgraetfgk ek`

e`vfhi ejgut sghfeo heri aust bevi tbfs prgvf`i`, rider`oiss gc tbifr wieotb gr iofdfjfoftycgr sirvfhis2. Fk gr`ir tg rgoo gut fk`fvf`ueo hbgfhi ek` fk`ipik`ikhi, sghfeo heri fs

tbiricgri fkhriesfkdoy siik es pert gc e hgooejgretfvi heri errekdiaikt, fkvgovfkd verfgus

hberftejoi ek` tbfr` sihtgr prgvf`irs6.

Pbi fktrg`uhtfgk gc tbi Heri Eht fk :>>4, fkvgovi` e tbrii yier pfogt rgoo gut gc pirsgkeo

ju`dits, wbiri tbi quistfgk wes wbitbir tbiy be` e pert tg poey fk pujofh sirvfhis5>.

Xfkhi :>59, eaik`aikts tg tbi Heri Eht bevi agvi` ewey crga esmfkd wbitbir pirsgkeo

3 @ipertaikt gc Bieotb (:>50) Heri ek` Xuppgrt Xtetutgry Duf`ekhi50. Ogk`gk<

Pbi Xtetfgkiry Gccfhi4 Bettgk, H & Tetirs, L (:>55) tbfkm ogheo eht pirsgkeo< Pbi Ketfgkeo ^irsgkeo Ju`dit Xurviy. Luki :>55

Ogk`gk< Fk Hgktrgo2 Xghfeo Heri Fkstftuti cgr Ixhiooikhi (:>5>) ^irsgkeofsetfgk< E`uots Xirvfhis Zipgrt :>. Evefoejoi ]gkofkiQ crga<

bttp536 Xberi` Ofvis ^ous (:>59) Hgooejgretfvi Bieotbheri< Xuppgrtfkd HHDs ek` BTJs tg suppgrt fktidreti` pirsgkeo

hgaafssfgkfkd ek` hgooejgretfvi heri. Xberi` Ofvis ^ous< Pbi YM Kitwgrm cgr Xaeoo Hgaaukfty Xirvfhis.

Evefoejoi ]gkofkiQ crga>4)  ^uttfkd ^igpoi Cfrst< E sberi` vfsfgk ek` hgaaftaikt tg tbi trekscgraetfgk gc

 E`uot Xghfeo Heri. Ogk`gk< Pbi Xtetfgkiry Gccfhi. Evefoejoi ]gkofkiQ crga<

bttp58>5>45>9890/bttp25556.p`c Ehhissi` gk< :6tb Cijruery :>53

http://www.scie.org.uk/publications/guides/guide47/files/guide47-easyread.pdfhttp://c/Users/Dell/Desktop/Collaborative_healthcare_-IC_final_1.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://c/Users/Dell/Desktop/Collaborative_healthcare_-IC_final_1.pdfhttp://www.scie.org.uk/publications/guides/guide47/files/guide47-easyread.pdf

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 4 

ju`dits bevi e pert tg poey tg aemfkd ft e stetutgry riqufriaikt tbet eoo iofdfjoi pigpoi

sbguo` bgo` e pirsgkeo ju`dit.

‟Fc ygu eri iofdfjoi cgr ogkd tira heri ek` suppgrt, ygu bevi e oideo rfdbt tg e pirsgkeo

ju`dit ivik fc ygu eri fk risf`iktfeo heri. Vgur suppgrt sbguo` ji errekdi` tbrgudb epirsgkeo ju`dit es e aettir gc hgursi‑

(Zioivekt heri eht riqufriaikts< 55.:, 55.4, 55.53, 5>.4)55 

Bgwivir, dfvik hurrikt cfkekhfeo hutjehms, tbfs bes tbrgwk up kiw, eogkdsf`i ixfstfkd

hbeooikdis es tg bgw tbfs fs ehbfivi` ek` bgw e jist prehtfhi ag`io hek ji hrieti` ek`

fapoiaikti 5̀:.

55Hghmeyki, D (:>59) @icfkftfgk gc ek` iktftoiaikt tg e pirsgkeo ju`dit.Hftfk53 

5: Tetirs, L & Bettgk, H (:>50) Pbfr` Ketfgkeo ^irsgkeo Ju`dit Xurviy< Ixpirfikhis gc ^irsgkeo Ju`dit Bgo`irs

ek` Herirs Ehrgss E`uot Xghfeo Heri ek` Bieotb, Ogk`gk< Pbfkm Ogheo Eht ^irsgkeo. Evefoejoi ]gkofkiQ crga<

bttp9/tbfr`%:>ketfgkeo%:>pirsgkeo%:>ju`dit%:>surviy%:>ght:>50.p`c Ehhissi`

gk< 3tb Cijruery :>53

http://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspx

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 2 

HggoPek Erts (HPE)

‟Fk tbi oest yier HggoPek Erts bes wgrmi` cehi-tg-cehi wftb ::22 pigpoi ehrgss Ogk`gk‑ 

‟Kieroy 6>% gc HPE pertfhfpekts sey tbet ettik`fkd tbi sirvfhi miips tbia wioo ek` gut

gc bgspfteo‑58 

HggoPek Erts fs ek ewer` wfkkfkd hberfty ruk jy ek` cgr e`uots wftb aikteo `fstriss. Tftb

e twikty-cfvi yier bfstgry fk hrietfvi erts ek` aikteo bieotb, tbi hberfty bes eoweys

jiofivi` ek` hgktfkuis tg `iagkstreti tbet aikteo wioojifkd fs ikbekhi` jy tbi pgwir

gc hrietfvfty. HPE prgvf`is e crfik`oy, seci ek` suppgrtfvi spehi, gccirfkd hrietfvi

wgrmsbgps, sioc-e`vghehy, ert prglihts, stfdae-justfkd huotureo weoms, e pujofh ert deooiry,

ek` ek fkhousfvi vgouktiirfkd ek` trefkfkd prgdreaai. HPE tbiricgri ixfsts tg fkspfri

pgsftfvi aikteo bieotb ek` wioojifkd tbrgudb tbi erts cgr e `fvirsi rekdi gc pigpoi

ixpirfikhfkd aikteo `fstriss, iapgwirfkd fk`fvf`ueos tg espfri tg ehbfivfkd tbifr cuoo

pgtiktfeo ek` tg jihgai pert gc tbi wf`ir hgaaukfty.

Es e ogkd-sirvfkd hgaaukfty grdekfsetfgk, HPE bes e hgksf`irejoi bfstgry gc prgvf`fkd

heri tbet fs hiktri` gk tbi prfkhfpoi gc ‒wioojifkd ek` fk`ipik`ikhi‖. Pbisi twg miy

prfkhfpois uk`irpfk tbi prgvfsfgks gc tbi Heri Eht :>50, eogkd wftb kgtfgks gc heri tbetiajg`y ek` prgagti tbi prfkhfpois gc hgooejgretfvi heri, fk`fvf`ueo ‒hbgfhi ek` hgktrgo‖

ek` petfikt ek` pujofh pertfhfpetfgk. Agrigvir, tbi ‒wioojifkd prfkhfpoi‖ ofis et tbi viry

hgri gc HPE‖s gpiretfgk, wftb tbi prgvfsfgk gc e cuoo ek` hgapribiksfvi sirvfhi, crga=

ricirreos ek` ridfstretfgks, heri poekkfkd ek` essissaikts, e`vghehy cgr tbgsi wbg kii`

ft, tbrgudb tg tbi prgvfsfgk gc hrietfvi wgrmsbgps tbet cehfofteti ek` cgstir wioojifkd. Et

tbi seai tfai, HPE‖s gvireoo sirvfhi gpiretis wftb tbi uk`iroyfkd prfkhfpois gc ‒sioc-

e`vghehy‖ fk gr`ir tg cuooy iapgwir ek` prgagti wioojifkd tbrgudb ikejofkd hbgfhi ek`

fk`ipik`ikhi.

58 HggoPek Erts Tijsfti Evefoejoi ]gkofkiQ crga

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi 6 

^irsgkeo ju`dits< Zioeti` Zisierhb ek` Oftireturi

Pbi Heri Eht stetutgry duf`ekhi stetis tbet e pirsgkeo ju`dit...

‟...fs tbi aihbekfsa tbet, fk hgklukhtfgk wftb tbi heri ek` suppgrt poek, gr suppgrt poek,

ikejois tbi pirsgk, ek` tbifr e`vgheti fc tbiy bevi gki, tg ixirhfsi drietir hbgfhi ek`

temi hgktrgo gvir bgw tbifr heri ek` suppgrt kii`s eri ait.‑50 

Pbi ketfgkeo ^GIP (^irsgkeo Guthgais Iveouetfgk Pggo) hgk`uhti` jy Pbfkm Ogheo Eht

^irsgkeo (POE^) ek` Fk Hgktrgo, hgktfkugusoy hgkhou`is tbet pirsgkeo ju`dits bevi be` e

jrge`oy pgsftfvi fapeht gk tbi ofvis gc tbgsi wbg bgo` tbia. Pbi ^GIP surviys bevi eosg

cguk` tbet pigpoi usfkd tbifr pirsgkeo ju`dits gk kgk-tre`ftfgkeo aitbg`s gc setfscyfkd

tbifr kii`s, suhb es hgaaukfty ehtfvftfis, ripgrti` jittir guthgais tbek wbik pigpoi

usi` tbia tg juy ‒tre`ftfgkeo‖ heri sirvfhis59.

Bgwivir, ehhgr`fkd tg tbi agst rihikt ^GIP Xurviy53 fkvgovfkd 0>>> pigpoi ek` tbifr

herir ‖s, tbiri hgktfkuis tg ji e wf`i verfetfgk ehrgss poehis ek` drgups fk tbi weys

pigpoi temi up ek` aekedi tbifr ju`dits. Pbisi cfk`fkds suddist tbet prghissis very

hgksf`irejoy crga poehi tg poehi. ^irsgkeo Ju`dit `iofviry tbiricgri hgktfkuis tg ji e

aelgr heusi cgr hgkhirk54.

Eotbgudb aeky ogheo eutbgrftfis sey tbiy eri hgaaftti` tg tbi prfkhfpois gc wioojifkd

tbet fs uk`irpfkki` jy ‒hbgfhi ek` hgktrgo‖, aeky cefo tg `g tbfs jy `ikyfkd pigpoi ehhiss

tg fkcgraetfgk rider`fkd tbifr rfdbts, iktftoiaikts ek` gptfgks. Zipgrts eosg suddist

tbet sgai ogheo eutbgrftfis eri pirhifvi` es ristrfhtfkd pigpoi‖s ejfofty tg ixirhfsi hbgfhi

ek` hgktrgo jy iapogyfkd erjftrery spik`fkd ofafts gk pertfhuoer heri ek` suppgrt

50 @ipertaikt gc Bieotb (:>50) pere 55.859 Tetirs, L & Bettgk, H (:>50)53 Tetirs, L & Bettgk, H (:>50)54 Tetirs, L & Bettgk, H (:>50)

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

11/26

 

@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

5> 

gptfgks, poehfkd uk`ui ristrfhtfgks gk bgw agkiy hek ji spikt gr jy fapgsfkd

jur`iksgai agkftgrfkd tg ristrfht hbgfhi ek` fapi`i coixfjfofty52.

@ispfti tbi pgsftfvi ixpirfikhis gc tbgsi pigpoi wbg bevi gjtefki` e pirsgkeo ju`dit,

risierhb suddists tbet tbiri bes jiik e oehm gc prgdriss erguk` hbgfhi ek` hgktrgo

jitwiik :>>2 ek` :>59. Faprgvi` guthgais, fk tiras gc wioojifkd, bevi gkoy jiik ait

wbik pirsgkeo ju`dits bevi jiik `iofviri` wioo, tbet fs jgtb tfaioy ek` cuocfoofkd

stetutgry duf`ekhi erguk` hbgfhi ek` hgktrgo56. Agrigvir, eotbgudb hbgfhi ek` hgktrgo

bes `fafkfsbi` gvir tbi oest cfvi yiers, `ui tg eustirfty huts, tbi fapeht gc tbisi huts fs

kgt ukfcgra, suddistfkd tbiri eri aeky weys fk wbfhb hbgfhi ek` hgktrgo sbguo` ek`

sbguo` kgt ji herrfi` gut, rider`oiss gc huts tg wioceri.

Gvireoo, tbi aelgrfty gc risierhb hgkhirkfkd pirsgkeo ju`dits bes jiik cghusi` gk ogheo

eutbgrftfis, tbiri fs viry ofttoi ivf`ikhi hiktri` gk tbi fapeht pirsgkeofsetfgk bes be` gk

hgaaukfty grdekfsetfgks ek` hberftfis, wbg `ipik` gk tbisi cuk`s tg prgvf`i tbifr

sirvfhis. Ehhgr`fkd tg e rihikt surviy hgk`uhti` jy Hgaaukfty Xgutbwerm, tbet

surviyi` :9> bieotb ek` wioojifkd hberftfis,:> 20% gc rispgk`ikts riprisiktfkd SHGs

ripgrti` bevfkd fssuis wftb pirsgkeo ju`dits. Pbi agst rihikt prgjoias ripgrti` eri

wbik fk`fvf`ueos ioiht tg bevi tbifr ju`dits pef` vfe `friht peyaikts. Pbfs riprisikts e

cuk`eaikteo sbfct fk tiras gc e privfgusoy `icfki` ‒sirvfhi usir‖ kgw jihgafkd e

‒hustgair ek` hgaafssfgkir‖. Eotbgudb tbfs cuocfos tbi ‒hbgfhi ek` hgktrgo‖ riqufriaikt

gc tbi Heri Eht, tbfs riprisikts e hbeooikdi wftb sirvfhi `iofviry. SHGs hoefa tbiri fs kgw

e kii` tg `iofvir tbifr sirvfhis fk e wey tbet hetirs `frihtoy cgr sirvfhi usirs. Pbfs aey

fkvgovi hbekdfkd grdekfsetfgkeo errekdiaikts, cghusfkd gk aermitfkd sirvfhis tg e kiw

eu`fikhi, ek` e`lustfkd prghissis tg e`ept tg kiw peyaikt errekdiaikts:5. Bgwivir,

tbi agst sfdkfcfhekt cfk`fkds fk tbi surviy suddist tbet<

52 Fk-Hgktrgo (:>59)56 Agrrfs, L (:>58) Pbi Fk`ipik`ikt Ofvfkd Xtretidy ‘ e rivfiw gc prgdriss, Fk Hgktrgo/@fsejfofty Zfdbts YM:> Hgaaukfty Ehtfgk Xgutbwerm (:>59) ^irsgkeo Ju`dits< Hbeooikdis ek` Fssuis cgr tbi Sgouktery ek`

Hgaaukfty Xihtgr. Ogk`gk< Hgaaukfty Ehtfgk Xgutbwerm (HEX) Evefoejoi ]gkofkiQ crga<

bttp-

%:>Hbeooikdis%:>ek`%:>Fssuis%:>cgr%:>tbi%:>Sgouktery%:>Xihtgr.p`c Ehhissi` gk< 6tb Cijruery :>53.:5 Hgaaukfty Ehtfgk Xgutbwerm (:>59) p.8

http://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdf

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

55 

  Grdekfsetfgks bevi ixprissi` hgkhirks tbet gkoy e saeoo kuajir gc sirvfhi usirs

siia tg bevi pirsgkeo ju`dits, ek` ewerikiss gc pirsgkeo ju`dits fs ogw.

  Pbiri fs hgkhirk erguk` iofdfjfofty cgr pirsgkeo ju`dits ek` ewerikiss gc

iofdfjfofty hrftirfe.

  Pbiri fs hgkhirk tbet pirsgkeo ju`dits `g kgt prgvf`i ikgudb hesb tg hgvir prfgroivios gc suppgrt.

  Grdekfsetfgks bevi fssuis wftb aermitfkd ek` hesb-cogw, ek` tbiri fs bfdb

`iaek` cgr suppgrt wftb fapoiaiktfkd pirsgkeofsetfgk, pertfhuoeroy crga saeoo

grdekfsetfgks.

Gkoy :>% gc SHG‖s ripgrti` bevfkd lust gvir beoc gc tbifr sirvfhi usirs bgo`fkd pirsgkeo

ju`dits. Pbi aelgrfty gc sirvfhi usirs be` kg mkgwoi`di gc pirsgkeo ju`dits. SHGs

ixprissi` hgkhirk gvir tbi iofdfjfofty erguk` pirsgkeo ju`dits, stetfkd tbiri fs e oehm gc

hoerfty erguk` pirsgkeofsetfgk fk dikireo. Pbiri bes eosg jiik e dikireo fkhgksfstikhygvir pirsgkeo ju`dit ewer` hrftirfe jgtb fk Xgutbwerm ek` jitwiik gtbir ogheo

eutbgrftfis. Pbiri fs eosg hgkhirk tbet sirvfhi usirs bevi ukrieofstfh ixpihtetfgks ejgut

wbet hek ek` hekkgt ji purhbesi` wftb e pirsgkeo ju`dit::.

‟^irsgkeofsetfgk ek` pirsgkeo ju`dits eri kgt dgfkd ewey‑:8 

Dfvik tbfs jehm`rgp, jiheusi SHGs dikireooy wgrm viry ber` tg gjtefk cuk`fkd, tbiri eri

`fccfhuot `ihfsfgks tg ji ae`i gk fkvistfkd tfai fk pursufkd pirsgkeo ju`dits. Pbfs bes tg

ji wifdbi` edefkst cghusfkd gk cuk`refsfkd wftb fts ixtirkeo hrftirfe ek` tiras ek`

hgk`ftfgks, fk tbi ofdbt gc hgst iccfhfikhy ek` prgvf`fkd tbi viry jist sirvfhis. Curtbir, ese hgksiquikhi gc tbisi hbeooikdis, tbiri fs e dikireo epetby tgwer` pirsgkeo ju`dits

jifkd riofi` upgk tg aefktefk riofejoi cuk`fkd:0. Bgwivir, tbi rieofty fs tbet pirsgkeo

ju`dits eri biri tg stey ek` tbi agst rihikt hbekdis tg tbi Heri Eht, ricoiht tbfs vfiw.

:: Hgaaukfty Ehtfgk Xgutbwerm (:>59) p.0:8 Dgoofks, P (:>59) Aikteo Bieotb< ̂ irsgkeofsetfgk fs ejgut wioojifkd ek` kgt kihisserfoy sirvfhis.  Xghfeo Heri

Fkstftuti cgr Ixhiooikhi (XHFI). Evefoejoi ]gkofkiQ crga<

bttp6>8:0 fjf`

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

5: 

Pfa Dgoofks, Oie` cgr Xioc-`frihti` Xuppgrt ek` ^irsgkeo Ju`dits & Zidfgkeo Hg-gr`fketgr

cgr Vgrmsbfri, suddists tbiri eri tbrii riesgks wby pirsgkeo ju`dits eri sit tg stey<

5.  Pbiri fs ek fkhriesi fk cfkekhfeo prissuri fk bieotb ek` sghfeo heri. 

:.  ^irsgkeo Ju`dits ehbfivi jittir guthgais tbek tre`ftfgkeo sirvfhis.

8.  ^igpoi wbg bevi pirsgkeo ju`dits ek` pirsgkeo bieotb ju`dits eri dittfkd

ixhiooikt veoui crga tbia es e risuot gc fkhriesi` coixfjfofty, kiw hbgfhis, ek` e

`idrii gc hgktrgo. Pbfs faprgvi` hbgfhi ek` hgktrgo fs biopfkd pigpoi tg ehbfivi

jittir bieotb ek` sghfeo heri guthgais:9 

@ispfti tbfs ivf`ikhi, tbiri hgktfkuis tg ji e `fsperfty gc istiia jitwiik pbysfheo ek`

aikteo bieotb, wftb tbi oettir jifkd terditi` agst wftb cfkekhfeo huts:3.

:9 Dgoofks (:>59):3 Aikteo Bieotb Pesm Cgrhi Xtretidy (:>53) Pbi Cfvi Vier Cgrwer` Sfiw cgr Aikteo Bieotb< E Zipgrt crga tbi

Fk`ipik`ikt Pesm Cgrhi tg tbi KBX fk Ikdoek`. Cijruery :>53. KBX Ikdoek`. Evefoejoi ]gkofkiQ crga<

bttps53/>:/Aikteo-Bieotb-Pesmcgrhi-CVCS-cfkeo.p`c Ehhissi`

gk 8r` Aerhb :>53.

https://www.england.nhs.uk/wp-content/uploads/2016/02/Mental-Health-Taskforce-FYFV-final.pdfhttps://www.england.nhs.uk/wp-content/uploads/2016/02/Mental-Health-Taskforce-FYFV-final.pdf

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

58 

HggoPek Erts< Cfk`fkds

Pbfs stu`y fkvgovis e seapoi gc :3 pertfhfpekts wbg eri essissi` es iofdfjoi cgr e pirsgkeo

ju`dit. Iofdfjoi fk tiras gc tbifr aikteo bieotb kii`s pous tbifr oivio gc suppgrt crga

aikteo bieotb sirvfhis. Pbfs drgup sbgw ek fkhriesi` ewerikiss gc pirsgkeo ju`dits,

92%, hgaperi` tg gkoy 9% crga e privfgus HPE seapoi fk :>58. Bgwivir, eotbgudb

pertfhfpekts aey ji eweri, tbiy `g kgt dikireooy uk`irstek` tbi iofdfjfofty hrftirfe gr

bgw eppofhetfgks eri prghissi`. Gkoy e afkgrfty, 5>% gc HPE‖s pertfhfpekts bgo` e

pirsgkeo ju`dit, eotbgudb tbi aelgrfty gc pertfhfpekts prisikt tbiasiovis es iofdfjoi fk

tiras gc tbifr aikteo bieotb, jut fkiofdfjoi `ui tg jifkd rihiktoy `fshberdi` crga aikteo

bieotb sirvfhis. Pbiri fs eosg e afkgrfty gc hesis wbg eri fk rihifpt gc sirvfhis jut bevi

jiik tgo` tbiy eri kgt iofdfjoi cgr e pirsgkeo ju`dit es tbiy ofvi fk suppgrti` bgusfkd.Gki pertfhfpekt (e 56 yier go` wftb e hgapoix `fedkgsfs gc psyhbgsfs) cefoi` bfs

eppofhetfgk cgr e pirsgkeo ju`dit es bfs privfgus psyhbfetrfh e`afssfgks wiri vgouktery

es gppgsi` tg bfa jifkd sihtfgki`. Pbi ruofkd `f` kgt temi fktg ehhgukt tbet tbi sef`

pirsgk be` e suppgrtfvi perikt wbg be` pirsue`i` bfa tg vgoukterfoy e`aft bfasioc fktg

bgspfteo.

Agri sfdkfcfhektoy, tbi agst strisscuo ek` tfai-hgksuafkd prgjoia fs tbi `ioey risuotfkd

crga tbi wgrm uk`irtemik fk gr`ir tg fkftfeti e pirsgkeo ju`dit. Eotbgudb tbiri eri e

afkgrfty gc hesis wbiri e Heri Hggr`fketgr fs hgktehti` ek` e pirsgkeo ju`dit

eppofhetfgk riquisti` fs ehti` upgk, tbi aelgrfty gc hesis eri kgt strefdbt cgrwer`. Gvir

6>% gc hesis fkvgovi hgktfkugus hgaaukfhetfgk ettiapts vfe pbgki ek` iaefo fk gr`ir tg

aemi cfrst hgkteht wftb tbi Heri Hggr`fketgr fkvgovi`, cgoogwi` jy rgutfki ‒hbesfkd up‖

gc ukekswiri` iaefos ek` heoos tbet eri kgt eoweys riturki`. Aiekwbfoi, pertfhfpekts

riquistfkd e pirsgkeo ju`dit jihgai agri ek` agri ekxfgus es tbiy weft cgr tbifr

cuk`fkd tg jihgai evefoejoi:4. Fk rispgksi tg tbisi `ioeys ek` tbi ekxfity tbfs heusis,

HPE bes pujofsbi` e Piras ek` Hgk`ftfgks:2 (tbet fs iaefoi` tg Heri Hggr`fketgrs) jut

tbfs fs gkoy e duf`i ek` bes kgt jiik fk poehi ogkd ikgudb tg rihgr` eky faprgviaikts.

:4 Eppik`fx 5:2 Eppik`fx :

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

15/26

 

@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

50 

Ekgtbir prgjoia fs tbi `ioey fk fkftfetfkd e pirsgkeo ju`dit eppofhetfgk jiheusi e

pertfhfpekt bes lgfki` gki gc HPE‖s crii sissfgks. @ui tg HPE‖s cuk`refsfkd suhhiss, tbiy

eri ejoi tg gccir sgai crii sirvfhis cgr fk`fvf`ueos wftb aikteo bieotb kii`s wbg `g kgt

queofcy cgr cuk`fkd. Et tbi seai tfai, pigpoi wbg eri weftfkd cgr e pirsgkeo ju`dit

gctik ettik` tbisi hgursis wbfoi tbiy weft tg ikdedi fk tbi ehtfvfty tbiy bevi ehtueooy‒hbgsik‖ ek` `rewk up fk tbifr heri poek. Pbfs gctik risuots fk Heri Hggr`fketgrs kgt

fkftfetfkd e pirsgkeo ju`dit eppofhetfgk es tbifr hofikt fs ettik`fkd e ‒crii‖ ehtfvfty. Cgr

ixeapoi, e pertfhfpekt crga tbfs seapoi heooi` Lgbk, ridfstiri` fk Luoy :>59 ixprissfkd e

wfsb tg stert Sfsueo Ert wgrmsbgps. Ft wes edrii` jitwiik Lgbk ek` bfs Ghhupetfgkeo

Pbirepfst tbet bi wguo` ettik` crii hggmiry sissfgks wbfoi bi wefti` cgr bfs ju`dit tg

dit prghissi`. @ispfti Lgbk‖s hoier iofdfjfofty, bfs ju`dit bes stfoo kgt jiik eppofi` cgr

ectir eoagst 4 agktbs. Bgwivir, ukofmi Lgbk, tbi aelgrfty gc iofdfjoi prgspihtfvi

pertfhfpekts hbggsi tg weft et bgai, es tbiy `g kgt wfsb tg ettik` tbi crii hgursis gk

gccir. Es tbi prghiss hek gctik temi ogkdir tbek 5: wiims, tbfs hek ji ek ekxfgus tfai cgrpigpoi wbg eri weftfkd cgr tbifr cuk`fkd fk gr`ir tg stert tbi sissfgks tbiy bevi hbgsik

fk gr`ir tg miip wioo.

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

16/26

 

@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

59 

Hgkhousfgk ek` rihgaaik`etfgks

Pbfs stu`y sbgws tbet tbiri hgktfkuis tg ji e sfdkfcfhekt prgjoia fk fapoiaiktetfgk ek`

mkgwoi`di ejgut pirsgkeo ju`dits. Tbfoi tbiri bes jiik ek faprgviaikt fk ewerikiss

gc pirsgkeo ju`dits, tbiri hgktfkuis tg ji systiaetfh prgjoias wftb fkftfetfkd

eppofhetfgks ek` prghissfkd tbia. Eotbgudb rihikt hbekdis tg tbi Heri Eht bevi

fapgsi` e jrge`ir stetutgry `uty gk ogheo eutbgrftfis, huts tg sghfeo heri bevi aftfdeti`

tbisi hbekdis. Pbiri stfoo riaefks e bfdboy jurieuhretfh prghiss, wftb guthgais eccihti`

jy siviri cfkekhfeo ristrefkts. Et tbi seai tfai, tbfs risierhb sbgws tbet tbi fkftfetfgk

ek` `iofviry gc pirsgkeo ju`dits hgktfkui tg ji ek fssui, wftb ogkd `ioeys, risuotfkd fk

uk`ui striss ek` ekxfity cgr tbi viry pigpoi ft fs fktik`i` tg biop.

HggoPek Erts tbiricgri suddist tbet e hgaaukfty cgrua cgr SHGs sbguo` ji prgagti` tgikejoi grdekfsetfgks tg sberi ek` suddist ixpirfikhis ek` rihgaaik`etfgks. Pbfs

cgrua hek ji iccihtfvi fc ehhgapekfi` jy aikteo bieotb prgcissfgkeos fk gr`ir tg `iviogp

e hoier stek`er`fsi` duf`ekhi gk hgooejgretfvi heri tg iksuri tbet sirvfhi usir‖s hbgfhis

eri ait.

^irsgkeo ju`dits eri kgt dgfkd ewey

Eotbgudb tbiri eri hurriktoy cgruas ek` ivikts tg ikdedi SHGs, suhb es prgvf`i` jy

Hgaaukfty Ehtfgk Xgutbwerm, e kiw cghus ek` e ‒hgaaukfty wfoo‖ tg iksuri tbet e ag`io

gc jist prehtfhi gk hggpiretfgk et eoo stedis gc pirsgkeo ju`dit prghissis fs

rihgaaik`i`. Fk e tfai wbiri SHGs eri cfkekhfeooy struddofkd tg aefktefk tbifr sirvfhis,

e hgooejgretfvi epprgehb tgwer`s e agri iccihtfvi prehtfhi gc prghissfkd cuk`s es

ikvfsfgki` jy tbi Heri Eht, hek stfoo ji ehbfivi` ek` aefktefki`.

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

53 

Zicirikhis

Hghmeyki, D (:>59) @icfkftfgk gc ek` iktftoiaikt tg e pirsgkeo ju`dit.Hft fkek`%:>Fssuis%:>cgr%:>tbi%:>Sgouktery%:>Xihtgr.p`c Ehhissi` gk<

6tb Cijruery :>53.

@ipertaikt gc Bieotb (:>50) Heri ek` Xuppgrt Xtetutgry Duf`ekhi50. Ogk`gk< Pbi Xtetfgkiry Gccfhi

Dgoofks, P (:>59) Aikteo Bieotb< ^irsgkeofsetfgk fs ejgut wioojifkd ek` kgt kihisserfoysirvfhis. Xghfeo Heri Fkstftuti cgr Ixhiooikhi (XHFI). Evefoejoi ]gkofkiQ crga<bttp6>8

Bettgk, H & Tetirs, L (:>55) tbfkm ogheo eht pirsgkeo< Pbi Ketfgkeo ^irsgkeo Ju`dit Xurviy.

 Luki :>55 Ogk`gk< Fk Hgktrgo

BA Dgvirkaikt (:>>4)  ^uttfkd ^igpoi Cfrst< E sberi` vfsfgk ek` hgaaftaikt tg tbitrekscgraetfgk gc E`uot Xghfeo Heri. Ogk`gk< Pbi Xtetfgkiry Gccfhi. Evefoejoi ]gkofkiQcrga<bttp58>5>45>9890/bttp25556.p`cEhhissi` gk< :6tb Cijruery :>53

http://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.cooltanarts.org.uk/http://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://webarchive.nationalarchives.gov.uk/20130107105354/http:/www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_081119.pdfhttp://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://casouthwark.org.uk/sites/default/files/images/Personalisation%20-%20Challenges%20and%20Issues%20for%20the%20Voluntary%20Sector.pdfhttp://www.cooltanarts.org.uk/http://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspxhttp://www.in-control.org.uk/resources/the-care-act-2014/definition-of-and-entitlement-to-a-personal-budget.aspx

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

54 

Fk Hgktrgo (:>59) ^rgagtfkd pigpoi‖s rfdbt tg hbgfhi ek` hgktrgo uk`ir tbi Heri Eht :>50<

Bgw eri ogheo eutbgrftfis pircgrafkd7 Ghtgjir :>59. Ogk`gk< Fk Hgktrgo. Evefoejoi ]gkofkiQcrgaek`%:>hgktrgo%:>(cfkeo).p`c

Ehhissi` gk< 2tb Cijruery :>53.

Aikteo Bieotb Pesm Cgrhi Xtretidy (:>53) Pbi Cfvi Vier Cgrwer` Sfiw cgr Aikteo Bieotb< E Zipgrt

crga tbi Fk`ipik`ikt Pesm Cgrhi tg tbi KBX fk Ikdoek`. Cijruery :>53. KBX Ikdoek`. Evefoejoi

]gkofkiQ crga< bttps53/>:/Aikteo-Bieotb-

Pesmcgrhi-CVCS-cfkeo.p`c Ehhissi` gk 8r` Aerhb :>53. 

Agrrfs, L (:>58) Pbi Fk`ipik`ikt Ofvfkd Xtretidy ‘ e rivfiw gc prgdriss, FkHgktrgo/@fsejfoftyZfdbts YM

Xberi` Ofvis ^ous (:>59) Hgooejgretfvi Bieotbheri< Xuppgrtfkd HHDs ek` BTJs tg suppgrt

fktidreti` pirsgkeo hgaafssfgkfkd ek` hgooejgretfvi heri. Xberi` Ofvis ^ous< Pbi YM

Kitwgrm cgr Xaeoo Hgaaukfty Xirvfhis. Evefoejoi ]gkofkiQ crga<

cfoi5>) ^irsgkeofsetfgk< E`uots Xirvfhis Zipgrt :>.Evefoejoi ]gkofkiQ crga<bttp53

Tetirs, L & Bettgk, H (:>50) Pbfr` Ketfgkeo ^irsgkeo Ju`dit Xurviy< Ixpirfikhis gc

^irsgkeo Ju`dit Bgo`irs ek` Herirs Ehrgss E`uot Xghfeo Heri ek` Bieotb, Ogk`gk< Pbfkm

Ogheo Eht ^irsgkeo. Evefoejoi ]gkofkiQ crgaketfgkeo%:>pirsgkeo%:>ju`dit%:>surviy%:>ght:>

50.p`c Ehhissi` gk< 3tb Cijruery :>53

http://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdfhttp://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdfhttps://www.england.nhs.uk/wp-content/uploads/2016/02/Mental-Health-Taskforce-FYFV-final.pdfhttps://www.england.nhs.uk/wp-content/uploads/2016/02/Mental-Health-Taskforce-FYFV-final.pdfhttp://c/Users/Dell/Desktop/Collaborative_healthcare_-IC_final_1.pdfhttp://www.scie.org.uk/publications/guides/guide47/files/guide47-easyread.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.in-control.org.uk/media/168205/third%20national%20personal%20budget%20survey%20oct2014.pdfhttp://www.scie.org.uk/publications/guides/guide47/files/guide47-easyread.pdfhttp://c/Users/Dell/Desktop/Collaborative_healthcare_-IC_final_1.pdfhttps://www.england.nhs.uk/wp-content/uploads/2016/02/Mental-Health-Taskforce-FYFV-final.pdfhttps://www.england.nhs.uk/wp-content/uploads/2016/02/Mental-Health-Taskforce-FYFV-final.pdfhttp://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdfhttp://www.in-control.org.uk/media/177327/promoting%20choice%20and%20control%20(final).pdf

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

52 

E^^IK@FHIX

8/18/2019 Developing a Best Practice Model: A CoolTan Arts report on Personal Budgets

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

56 

Eppik`fx 5

Xprie`sbiit sbgwfkd pert gc ek ehtfgk poek cgr pirsgkeo ju`dit fkqufrfis cgr iofdfjoi

pigpoi wftb aikteo bieotb kii`s.

XT 1 Xuppgrt Tgrmir ^J 1 ^irsgkeo Ju`dit HH 1 Heri Hggr`fketgr gr Hgaaukfty

^rehtfhi Kursi SA 1 Sghetfgk Aettirs (Aeu`isoiy Hberfty ‘ afk cuk`s up tg £9>> p/e)

Cfrst fkftfeo gc pertfhfpekts eri sgaitfais fk`fheti`.

JGZGYDB FKFPFEO IAEFO XIKPPG HH EJGYP ^JZIUYIXP

@F@HOFIKPMKGTEJGYP

^J

KGPIX

Xgutbwerm :4/55/:>59 k/e 8>/55 spiem tg pertfhfpekt tgup`eti hgktehts. Hgktehti`^syhbfetrfst wbg rispgk`i`tbet X bes kg HH ek` siispsyhbfetrfst gkoy.

Zfhbagk` :9/55/:>59 k/e 8>/55 cgoogw up jy pbgki ek`iaefo edefk. Xikt iaefo tg HHtg`ey (0/>5/:>53). Xikt iaefotg`ey 56/>5/:>53, stfoo kgrispgksi. Heooi` twfhi tg`ey,

kgt evefoejoi tg spiem tg. 56/>5rihifvi` iaefo tg`ey, stetfkdtbet ^J essissaikt sterti` ek`HH wfoo hgkteht tg oit ai mkgwtbi guthgai. 59/>: iaefoi`Lgketbgk cgr ek up`eti gkprgdriss gc ̂ J.

Oeajitb :9/55/:>59 (oittir) kg :9/55 oittir dfvik tg XT,cgoogwi` jy vfsft crga XT ek`hgkhou`i` F kii` tg eppoy cgr e^BJ fkstie`! 56/>5/:>53 iaefoi`

OHBP ri ^BJ eppofhetfgk.>:/>:/:>53 put fk eppofhetfgk cgrSA. Hgktehti` XT cgr suppgrtoittir, eosg `fshussi` gki-gkikihissfty cgr FP. 59/>: sikteppofhetfgk cgr SA es XT beskgt rispgk`i` wftb suppgrtoittir.

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

:> 

OEAJIPB >0/>5/:>53 Vis pbgki` XT (kgt evefoejoi) wfooheoo jehm. Xikt iaefo >0/>5/:>53.56/>5/:>53 iaefoi` OHBP ri ^BJ

eppofhetfgk. >8/>:/:>53hgapoiti` SA eppofhetfgk,

eweft XT suppgrtfkd oittirtgagrrgw.59/>: sikt SA

eppofhetfgk eogkd wftb suppgrtoittir crga XT.

Xgutbwerm >0/>5/:>53 k/e 8>/55 cgoogw up. >0/>5/:>53 siktiaefo fkqufry. 8>/55 cgoogw up eskuajir fkhgrriht ̀ itefos dfvik

fkftfeooy. >0/>5/:>59) ^bgki`(cetbir) wfoo pbgki jehm wftb

hgrriht `itefos. ::/>5 - iaefoi`HH wftb ju`dit fkqufry.

Zispgk`i` :3/>5 ek` F ripofi`wftb ricirreo cgras.

Oeajitb :8/5>/:>59 k/e 8>/55 cgoogw up. 5>/55/:>59 ek`:0/55/:>59 iaefoi` HH (kg

rispgksi). Iaefo sikt tg`ey>5/>5/:>53. >:/>8 stfoo kgrispgksi ‘ ri-sikt iaefo

Xgutbwerm >3/55/:>59 yis 8>/55 Xg cer Xuppgrt

poekkir/jrgmir fs gk tbi hesiek` puttfkd tbfs tg pekio.>0/>5/:>53 e``i` P tg gur

hggmiry wgrmsbgps weftfkd ofstjut tbisi eri crii. :4/>5 tggm

heoo crga agtbir seyfkd ju`ditkgt beppikfkd. :4/>5 oict

aissedi wftb HH. >8/>: siktiaefo wftb SA eppofhetfgk tg HH

Oeajitb kgviajir yis pertfhfpekt bes jiik fkvgfhi` ‘ 

kgt suri fc bi bes cuk`fkd.:8/55/:>59 tgo` jy XT bi besk‖tek` `gis kgt queofcy es bi fs fk

suppgrti` ehhgaag`etfgk.

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

:5 

Xgutbwerm :2/>4/:>59 kg 8>/55 spgmi tg HH wbg wfoocgoogw up. ^J bes kgt jiik

fkftfeti`. >0/>5/:>53 iaefoi` HHri ^J. >5/>:/:>53 sikt iaefowftb jriem`gwk gc hgsts cgr

Sfsueo Erts sissfgks. HH sef` ftsbguo` pess wftb tbi Piea

Aekedir EXE^.

Xgutbwerm pbgki` 56/55/:>59 kg >0/>5/:>53 pbgki @r cgoogwi`jy iaefo. Xef` bi wguo` eppoy

cgr ^J wftb gur biop. Xikt iaefowftb Zicirreo cgra ith tg`ey.

Xgutbwerm 8>/55/:>59 kg 8>/55 oict aissedi esmfkd cgrhgkteht `itefos gc XX gk

Aeu`isoiy sfti

Oeajitb :4/55/:>59 kg :4/55 sikt iaefo. 8>/55 HH ripofi`seyfkd pertfhfpekt fs jifkd

`fshberdi` crga tbi sirvfhi

Xgutbwerm yis Hbihmi` privfgus iaefos -fk`fheti tbet pertfhfpekt weskgt iofdfjoi. Bgwivir, sikt

iaefo >9/>5/:>53 tg sii fcsftuetfgk bes hbekdi`.

Xgutbwerm >5/>2/:>59 XuppgrtTgrmir Agsis(>446:452>46) Heri

Hggr`fketgr, Xglf(>4265508305).

59/5:/:>59 iaefo rispgksi crgaHH< cuk`fkd bes kgt jiik

edrii` `ui tg tbi hgk`ftfgk gcbfs poehiaikt. pertfhfpekt fs fk e:0br suppgrti` ehhgaag`etfgk

ek` kgt iofdfjoi cgr e ^J.56/>5/:>53 iaefoi` HH fkqufryfktg e ^BJ.>9/>: pertfhfpekt

hgapoiti` eppofhetfgk cgr SAcuk`fkd.

Xgutbwerm iaefoi` gk>0/>5/:>53

yis >9/>5/:>53 rihifvi` rispgksicrga HH tbik spgmi gk pbgki

ek` hgkcfrai` tbet HH wfoo sterteppofhetfgk. Pgo` pertfhfpekttbet bi hek ettik` e testir

sissfgk.

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

:: 

Xgutbwerm 59/5:/:>59 pbgki`HABP es Pgky

uksuri gc kiw HHkeai

yis ae`i sivireo ettiapts tghgkteht HH. >0/>5/53 HH stfoo

ukevefoejoi, bevi sikt iaefo.pertfhfpekt seys ju`dit fs

evefoejoi.>5/>:/:>53 iaefoi` HH

wftb wgrmsbgp jriem`gwkettehbi`. >:/>8 sikt iaefo cgr

up`eti.Xgutbwerm >9/>5/:>53 yis >9/>5/:>53 heooi` HH ek`

cgoogwi` jy iaefo sikt ricirreocgras ith. >5/>:/:>53 iaefoi`

HH wftb jriem`gwk gc cuk`fkdhgsts. 59/>: sikt riafk`ir iaefo

Hea`ik 55/5:/:>59 yis 50/5: sikt ricirreo cgras ith kgrispgksi yit. >:/>: sikt iaefo

fkqufry edefk

Fsofkdtgk 58/5:/:>53 yis

Xgutbwerm 59/>5/:>53 yis iaefo sikt tg HH 59/>5/:>53 wftbricirreo cgras ith.

sgutbwerm 59/>5/:>53 yis Iaefo sikt tg HH 59/>5/:>53

sgutbwerm 56/>5/:>53 yis Heooi` XT 56/>5/:>53 oictaissedi.

sgutbwerm :4/>5/:>53 yis @ tg ettik` Ti` 55.8> sissfgk>8/>5 Pestir. :4/>5 iaefoi` HH.

@ kgw wfsbis tg `g pbgtgsbgp5-5. 59/>: - ^J eppofhetfgk bes

jiik sikt gcc.

sgutbwerm :4/55/:>59 weftfkd tg ji esfdki` e HH

hrgy`gk :>/>5/:>53 yis :>/5/:>53 sef` bi be` e ^J wftbus jicgri jut `f`k‖t ettik` eswes foo, oict aissedi wftb HH

59/>: oict aissedi ek` iaefo.

Xgutbwerm >8/>:/:>53 kg 59/>: oict pbgki aissedi ek`iaefo.

Oeajitb 53/>:/:>53 yis 53/>: iaefo sikt tg GP

Hrgy`gk :8/>:/:>53 yis iaefo sikt tg HH :8/>: :>53. HHrispgksi >5/>: seyfkd hofikt bes

jiik ̀ fshberdi`.

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

:8 

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

:0 

Eppik`fx :

Pbfs sbiit fs sikt tg Heri Hggr`fketgrs gr Ghhupetfgkeo Pbirepfsts tg prgvf`i e jist prehtfhi duf`ekhi tg privikt

ukriesgkejoi ̀ ioeys fk prghissfkd eppofhetfgks

^irsgkeo Ju`dit Edriiaikt 

.

PIZAX EK@ HGK@FPFGKX

5. Pbi Jesfs gc tbisi Hgk`ftfgks

Pbi hgk`ftfgks sit gut fk tbfs edriiaikt jitwiik HggoPek Erts ek` Ogheo Eutbgrftfis, Hgaaukfty Aikteo Bieotb

Pieas ek` Xghfeo Tgrmirs eri fk rispiht gc e ‒riesgkejoi tfaisheoi‖ edriiaikt cgr fkftfetfkd ek` prghissfkdeppofhetfgks cgr e pirsgkeo ju`dit. Xfkhi Eprfo :>59 tbi prgvfsfgk cgr bieotb ek` sghfeo heri uk`ir tbi Heri Eht :>50

kgw cghusis gk ek iofdfjfofty hrftirfe jesi` gk wbet tbi pirsgk ehtueooy kii`s gr wekts tg ehbfivi rider`oiss gc

tbifr cfkekhfeo sftuetfgk gr wbiri tbiy ofvi. Pbi retfgkeoi gc tbfs edriiaikt fs tbiricgri tg privikt ukriesgkejoi

`ioeys, `ui tg tbi `fstriss tbfs heusis tg pertfhfpekts wbg eri weftfkd tg stert ettik`fkd tbifr hbgsik hgursis es

sggk es pgssfjoi.

:. Gjofdetfgks ‘ HggoPek Erts ek` OE‖s, HABP‖s ek` Xghfeo Tgrmirs.

:

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@iviogpfkd e ‒Jist ^rehtfhi‖ Ag`io< E HggoPek Erts Zipgrt gk ^irsgkeo Ju`dits

^edi

:9