PART 3Assessment of financial resources

Circumstances in which an authority is to be treated as having carried out a financial assessment (including light touch assessments)10

1

A local authority is to be treated as having carried out a financial assessment in an adult’s case and being satisfied on that basis that the adult’s financial resources exceed the financial limit17 where—

a

the adult has refused a financial assessment; or

b

the authority has been unable to carry out a full financial assessment because of the adult’s refusal to co-operate with the assessment and the local authority nevertheless decides to meet some or all of the adult’s needs for care and support, or for support.

2

A local authority is to be treated as having carried out a financial assessment in an adult’s case and being satisfied on that basis that the adult’s financial resources do not exceed the financial limit where—

a

with the consent of the adult, the authority has not carried out a financial assessment in accordance with these Regulations; and

b

the authority is satisfied from the evidence available to it that the adult’s financial resources do not exceed the financial limit.

3

A local authority is to be treated as having carried out a financial assessment in an adult’s case and being satisfied on that basis that the adult’s financial resources exceed the financial limit where—

a

with the consent of the adult, the authority has not carried out a financial assessment in accordance with these Regulations; but

b

the authority is satisfied from the evidence available to it that the adult’s financial resources do exceed the financial limit.