The Carer’s Assessment

If you care for someone with dementia, you are entitled to a Carer’s Assessment. We explain how to arrange it, and how it could help you find support as a carer.

What is a Carer’s Assessment?

A Carer’s Assessment is an assessment of your needs to see how your caring role impacts upon your life, and what support you might need to make it easier. It is carried out by your local council/local authority.

Even if you feel you are coping well, it’s still worth requesting a Carer’s Assessment. It means support can be put in place to help you keep caring for the person with dementia for as long as you want to.

There is another type of assessment called a Needs Assessment, which looks at what support the person with dementia needs, rather than what you need as a carer.

These are sometimes done at the same time, but if possible, arrange them separately so you can focus on your individual needs at the Carer’s Assessment.

How to get a Carer’s Assessment

Anyone who is over 18 and cares for someone has the legal right to a Carer’s Assessment.

You can either ask your GP or another medical professional to refer you, or request an assessment yourself by contacting Adult Social Services at your local authority. You can find contact details at nhs.uk/service-search/other-services/Local-Authority-Adult-Social-Care/LocationSearch/1918

Often, people who look after a family member or friend with dementia don’t consider themselves to be a carer, but you are a carer if you help with:

  • washing
  • dressing
  • taking medicine
  • getting out and about, including going to medical appointments
  • shopping, cleaning and laundry
  • managing bills and finances
  • providing company
  • watching over them if they cannot be left alone

The person with caring responsibilities must consent to having a Carer’s Assessment, so if you are requesting it on behalf of a family member or friend, make sure you have their permission.

What happens in a Carer’s Assessment?

A social worker will contact you to arrange a time for the assessment, which usually takes place at home. They will also send you a form to complete in advance, or with their assistance at the appointment.

The social worker should ask you:

  • what the pattern of a normal day is like
  • whether you provide any care overnight
  • what practical tasks you help the person with, eg washing, dressing, cooking, helping them eat and drink, getting them in and out of bed
  • whether you get any time to yourself, away from the person with dementia

The more specific you can be, the better the outcome of the assessment will be, so take some time beforehand to think through everything you do and make notes to remind you on the day.

The social worker will also look around the home to see if you would benefit from any adaptations or living aids, such as equipment to help the person to use the shower or the toilet, or get in and out of bed.

Producing a Carer’s Support Plan

After the assessment, the social worker will prepare a Carer’s Support Plan, with suggestions to help ease some of the challenges you might be facing.

This could include:

  • respite care for the person with dementia to give you some time to yourself – this could be short ‘pop-ins’ from a carer, access to a day centre, or overnight/short-term stays in a care home
  • training in care skills, eg safe ways to help the person move around
  • home help from a carer
  • adaptations or living aids to help you in your caring role
  • carers’ support groups
  • suggesting where to get advice about benefits

The Support Plan is designed to improve your quality of life. You should be asked for your thoughts, so make sure you share any views about what would/wouldn’t be helpful with the social worker.

Bear in mind that any changes may have to be introduced slowly and carefully to allow the person with dementia to feel comfortable, especially if you are introducing a new carer.

Funding your Support Plan

The local authority will carry out a financial assessment to see whether you are eligible for funding for your Support Plan.

This will be means-tested – in other words, based upon whether you are able to afford to pay for the support.

If you are eligible for funding, it will be provided by the local authority. This will be as:

  • a ‘personal budget’ – the local authority calculates what you are entitled to and passes this funding straight to the care providers
  • a ‘direct payment’ – the funding is be paid directly to you, and you use it to pay for services from private care providers (you will have to show evidence of how you spend the money)
  • a combination of the two ways above
Carer’s Assessments in Wales, Scotland and Northern Ireland

Wales has the same Carer’s Assessment process as England, and you should apply in the same way.

In Scotland, you should apply through the Social Work department of your local council. You can find their details at mygov.scot/social-services.

In Northern Ireland, you can request a Carer’s Assessment from the Health and Social Care Trust. You can find contact details at nidirect.gov.uk/contacts/health-and-social-care-trusts.

Sources of support

To speak to a dementia specialist Admiral Nurse about the Carer’s Assessment or any other aspect of dementia, you can contact our free Helpline on 0800 888 6678 (Monday-Friday 9am-9pm, Saturday and Sunday 9am-5pm, every day except 25th December), email helpline@dementiauk.org, or book a phone or video appointment in our virtual clinics.

Dementia UK information that you might find useful:

Financial and legal sources of support
dementiauk.org/get-support/legal-and-financial-information/sources-of-support-and-advice/

Finding help and assistance at home
dementiauk.org/get-support/diagnosis-and-next-steps/changes-in-care/finding-help-assistance/

Looking after yourself as a carer
dementiauk.org/get-support/looking-after-yourself-as-a-carer/looking-after-yourself-when-you-care-for-someone-with-dementia/

Coping with feelings of guilt
dementiauk.org/get-support/looking-after-yourself-as-a-carer/coping-with-feelings-of-guilt/

Other resources:

Carers UK
0808 808 7777
carersuk.org

Gov.uk information for carers
gov.uk/carers-uk

Carers Trust
0844 800 4361
carers.org

Carers First
carersfirst.org.uk

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