In Safe Hands - Action on Elder Abuse

FACTORS TO BE CONSIDERED IN MAKING DECISIONS RELATING TOFINANCIAL EXPENDITURE FOR A CLIENTAPPENDIX 4The following are the main items that should be considered when making a decision onincurring expenditure for a client. It must be noted that each client has a different financialposition and ability and should be treated individually.1. <strong>In</strong>come and Capitali) Need to maximise income by ensuring that the client receives all eligiblebenefits.ii)iii)Need to maximise capital by arranging appropriate investment for the client.Consider any expenditure already committed on the clients’ behalf.2. Type of Expenditurei) Ascertain whether it is a single purchase.ii)iii)Consider the fixed commitments, and regular outgoings – whether short or longterm.3. Personal NeedsAssess what the likely savings are on a regular basis.i) A client with mobility problems may have the need for transport and heavy wearon clothing.ii)iii)4. AgeHoliday requirements should be considered and such commitments can beexpensive.Ascertain the current state of the client’s health to assist in deciding the viabilityof providing the item.i) As stated above the needs of each individual should be considered. <strong>In</strong> additionmore extensive planning might be involved when a young client has ongoingrequirements and commitments.5. Level of Comprehension and Appreciationi) Check whether the client is able to appreciate and benefit from this item.ii)iii)Assess whether the client is making a realistic request for an item that is suitablefor him / her.Check that the item is in fact for the use of the client personally.<strong>In</strong> <strong>Safe</strong> <strong>Hands</strong> - Update 2003