Personal Budget

About Master Quality Healthcare Services

A personal health budget is an amount of money to support the identified healthcare and wellbeing needs of an individual, which is planned and agreed between the individual, or their representative, and the local clinical commissioning group (CCG). It isn’t new money, but a different way of spending health funding to meet the needs of an individual.

Personal health budgets are one way to give people with long term health conditions and disabilities more choice and control over the money spent on meeting their health and wellbeing needs.

A personal health budget may be used for a range of things to meet agreed health and wellbeing outcomes. This can include therapies, personal care and equipment. There are some restrictions in how the budget can be spent.

Personalised care and support planning is essential to making personal health budgets work well. A personalised care and support plan helps people to identify their health and wellbeing goals, together with their local NHS team, and sets out how the budget will be spent to enable them to reach their goals and keep healthy and safe.


The person with a personal health budget (or their representative) should:

1.Be central in developing their personalised care and support plan and agree who is involved

2.Be able to agree the health and wellbeing outcomes* they want to achieve, together with relevant health, education and social care professionals

3.Get an upfront indication of how much money they have available for healthcare and support

4.Have enough money in the budget to meet the health and wellbeing needs and outcomes* agreed in the personalised care and support plan

5.Have the option to manage the money as a direct payment, a notional budget, a third party budget or a mix of these approaches

6.Be able to use the money to meet their outcomes in ways and at times that make sense to them, as agreed in their personalised care and support plan.


Notional Budgets

No money changes hands. The individual is informed how much money is available and talks to their local NHS team about the different ways to spend that money on meeting their needs. The NHS team will then arrange the agreed care and support.


Budget held by a ’third party’. An organisation or trust that is independent of the individual and the NHS, holds the money for the individual and supports them to meet their health and well-being outcomes.


Direct payment for healthcare. The individual receives the money directly to buy thecare and support that they have decided they need, in agreement with their local NHS team. They have to show what the money has been spent on, but the individual, or their representative, buys and manages the services.


Support Planning is an integral part of the Personal Health Budget process. A Support Plan brings together aspirations, goals and outcomes for a patient and outlines how an indicative budget might be used to meet them. It is a responsive process, showing how a patient and their carer(s) would like their needs to be met. In general the patient will complete the Support Plan, but if this is not possible it will be completed with assistance.


Support Planning tasks include:

a.   Clarifying the patient’s needs

b.   Helping the patient to define their desired outcomes

c.   Researching and providing information to the patient about relevant resources and services available within the financial resources available

d.   Helping the patient to consider a range of options including universal services, community resources, informal support and assistive technology

e.   Assessing the advantages and disadvantages of the choices available

f.    Identifying and where necessary applying for relevant funding, other than the Personal Health Budget

g.   Identifying the costs of creating and implementing the Support Plan

h.   Assisting the patient to plan contingency arrangements in respect of staff holiday entitlement, sickness, or any other unforeseen circumstances

i.    Liaising closely with the Clinical Case Manager and other professionals throughout the support planning process to ensure clinical needs are being met

j.    Providing assistance to patients in identifying and managing risk

k.   Assisting the patient in presenting the Support Plan to CCG for approval



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