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

Key issues

Risk assessment

Across the case study sites the local authorities and trusts took the issue of risk assessment and the safety of personal budget holders very seriously, and there were clear examples of approaches which had worked well for personal budget holders and carers. However, there were also instances where guidance had not been translated into practice or where guidance linked to traditional care management systems did not fit easily with the new personal budget systems being used. The shift towards more self-assessment also raised questions about how to record safety concerns if the personal budget holder and practitioner had differing views. There is also a need for clear protocols for linking risk assessment and risk management in support planning, especially where stages of the personal budget process are being undertaken by different agencies. Risk management strategies in support plans should also take account of the central role that carers play in supporting many personal budget holders, and should include contingency plans. While training in risk assessment and risk management would need to incorporate local systems and procedures, there may be a place for nationally available training materials which would help staff think through the principles of risk assessment and management in relation to personal budgets.

Download

All SCIE resources are free to download, however to access the following download you will need a free MySCIE account:

Available downloads:

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