Carer's Assessments

Carer's Assessments - Lincolnshire

What is a carer assessment? 

A Carers Assessment is the opportunity for you to tell someone what impact caring has on your life. The assessment may be carried out on the telephone, in a community venue, or in some circumstances at your home. The assessment will look at how caring affects your life, including for example, physical, mental and emotional needs, and whether you are able or willing to carry on caring.

Before the assessment, sit down and think about your role as a carer. Be honest about the effects that caring has on your life. Without support, will you struggle to provide the care needed? Don’t feel that it is your responsibility to provide all the care needs or feel guilty if you can’t do it all. In many cases, it is better for trained professionals to carry out certain tasks - they have the time and energy to dedicate to the job. You might not have this if you yourself are elderly or you are also juggling work and/or a family

Before the assessment think about the following:

  • Will you be able to talk freely if the person you care for is present?
  • Do you want or are you able to carry on caring?
  • f you are prepared to continue, is there anything, or anyone that could make life easier for you?
  • Without support is there a risk that you might not be able to continue caring?
  • Do you have any physical or mental health problems, including stress or depression, that make your role as a carer more difficult?
  • Does being a carer affect your relationships with other people, including family and friends?
  • If you have a job, does being a carer cause problems?
  • If you are struggling with any aspects of your caring role – who or what could help you?
  • Would you like more time to yourself so that you can sleep, take a break or enjoy some leisure activity?
  • Would you like to do some training, voluntary work or paid work?

What will happen following an assessment?

Following the assessment we will make a plan to help support you. The plan, which will be carer led, will set how the carers needs will be met. You will then be informed of whether or not they are entitled to a personal budget. To establish eligibility for support the national eligibility criteria for carers will be applied, a carer meets the eligibility threshold if all three criteria are met. 

If at any time you feel that things you do to look after your relative or friend has changed or increased you can ask for another assessment.    

If you have eligible needs, you will discuss with the assessor a wide range of options to meet those needs. This could include:

  • Access to a support group
  • Training to help you continue caring
  • Help with making sure you are claiming all the benefits you are entitled to

If your assessed needs meet the national eligibility criteria you will be allocated a personal budget. An indicative budget will be discussed with you after your assessment to create a support plan. The support plan will detail your needs and how they will be met using your personal budget. The final amount will be agreed by Lincolnshire County Council.  

Carer's personal budgets

A carer's personal budget is an amount of money that may be allocated to you following a carer's assessment. The money can be used to buy services and equipment which will help you in your caring role.

A personal budget is given to carers as a direct payment. The payment will cover a 12 month period after which your caring role and any needs you may have will be reviewed.

Using a carer's personal budget

The personal budget can be used in many different and creative ways to meet your eligible support needs.

Examples of how carers in Lincolnshire have used their personal budgets are:

  • Gardening and cleaning services to help maintain the home
  • Travel expenses for visiting family and friends
  • Appliances such as a washing machine or dishwasher
  • Equipment such as a tablet or laptop
  • Respite care such as sitting services so that carers can take a break or a break away together
  • Leisure and recreational activities so that carers can do things they enjoy

The personal budget cannot be spent on illegal activities, debts and bills, gambling, alcohol, or drugs - you must keep a record of how the money has been spent.

If it has been determined you have needs but they are not eligible, you will be given information and advice on:

  • what can be done to meet or reduce the needs or
  • what preventative measures might be taken to prevent or delay the development of needs you have.

If you do not have eligible needs you can still access the following support:

  • Access to a support group
  • Training to help you continue caring
  • Help with making sure you are claiming all the benefits you are entitled to
  • Access to information advice and guideance through telephone support, face to face appointments, regular What's On Guides and monthly e-bulletins

How to request a Carers Assessment
If you provide or intend to provide care for an adult, you can request a carer’s assessment by contacting the Lincolnshire Carers Service by calling them on 01522 782224 or  by mailing

Lincolnshire out of hours service: 01522 782333