Social Care Financial Assessments Form - v1.032

The following outlines the functionality added in this release:

An Upload control has been added to the foot of the following pages:

a. Benefit Details

b. Disability Benefits

c. Pensions

d. Other Income Detail

e. Savings

f. Bank Account Detail

g. Investments and Property

h. Regular Outgoings

This is illustrated below:

This ensures that evidence can be captured as a part of the form process and thus prevent the need for further contact/failure demand. 

2) Other Income Detail enhancements

 If ‘Other Income Detail’ has been answered as ‘Yes’, the text has been changed and the date is now an optional field for the two questions:

a. ‘in approximately what year did you/your partner start getting this income (DD/MM/YYYY)’

b. ‘Approximately when is it likely to go up (DD/MM/YYYY)’

3) Private Pension Detail enhancements

3. In the tile ‘Apply for help with care costs’ only. In ‘Private Pension Detail’, the text has been changed and the date is now an optional field for the two questions:

a. ‘in approximately what year did you/your partner start getting this income (DD/MM/YYYY)’

b. ‘Approximately when is it likely to go up (DD/MM/YYYY)’

4) Capital over threshold warning

When ticking ‘savings and investments over £23,250.00’, it now displays an information message as follows:

The wording of this can be customised by you in 'Edit mode'.

5) Expenses Amendment

A change to the expenses drop-down has been applied. There are now only 5 expenses acceptable and thus the maximum is also now 5.

1. Mortgage
2. Rent
3. Council Tax
4. Service Charge
5. Ground Rent

6) Age Group 3 Amendment

Age Group 3 has been changed to be 65+.

Release Version Details

The following is the release version info for the version of the Social Care Financial Assessment form, which has this functionality.

Release Date                                         Version Number

16/07/2021                                            1.032