Disregarding of resources2

1

In making a determination referred to in section 12(3A) of the Act (disregarding of resources when determining whether to make available assistance) a local authority shall, where the service referred to in that section–

a

includes social care of a kind mentioned in section 1(1)(d) of the 2002 Act (charging and not charging for social care); or

b

does not include social care of that kind but includes social care of a kind mentioned in section 1(1)(a), (b) or (c) of the 2002 Act (charging and not charging for social care) and the person is a person aged 65 or over,

disregard entirely the resources of the person for whom such services are to be provided or secured.

2

Where paragraph (1) of this article does not apply and where a local authority proposes to enter into a deferred payment agreement, the person’s resources prescribed for the purpose of section 12(3A) of the Act are so much of the person’s capital as does not exceed the sum first mentioned in regulation 28(1) of the Assessment Regulations (calculation of tariff income from capital).

3

Where neither paragraphs (1) nor (2) of this article apply, the person’s resources prescribed for the purpose of section 12(3A) of the Act are so much of the person’s capital as does not exceed the capital limit for the purposes of section 22 of the 1948 Act (charges to be made for accommodation)5.

4

For the purposes of paragraphs (2) and (3) of this article and subject to paragraph (5)–

a

a person’s capital shall be calculated in accordance with the Assessment Regulations in the same way as if that person were a person for whom accommodation is proposed to be provided under the Act and whose ability to pay falls to be assessed for the purposes of section 22(3) of the 1948 Act; and

b

“the capital limit” for the purposes of section 22 of the 1948 Act means the amount for the time being prescribed in regulation 20 of the Assessment Regulations.

5

In a case where a local authority proposes to enter into a deferred payment agreement, when making the calculation specified in paragraph (4)(a) of this article the local authority shall give effect to paragraph 1A of Schedule 4 to the Assessment Regulations (capital to be disregarded)6 as if that paragraph read–

1A

In the case of a permanent resident, the value of any dwelling which that person would otherwise normally occupy as their only or main residence.