SCIE Report 40: Keeping personal budgets personal: learning from the experiences of older people, people with mental health problems and their carers

Key issues

Monitoring systems

The level of support needed to manage personal budgets is strongly linked to the monitoring arrangements local authorities have in place. It was clear from the study sites that, as they were rolling out personal budgets, they were recognising the need for and becoming more confident about using 'light touch' monitoring systems for small and less complex budgets. Some local authorities were combining monitoring with reviews, which appeared to be a much better use of staff and personal budget holders' time. Given that the local authorities in the study appeared to have had few cases of deliberate misuse of personal budgets, there is perhaps an argument for simplifying monitoring arrangements further.