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This booklet is about Personal Budgets for young people aged 0-25 with Special Educational Needs.
If you don’t understand something you can email firstname.lastname@example.org or call 07508985274.
You can also ask your family and friends for help.
Difficult words are explained at the end of the page.
A Personal Budget is an amount of money to deliver services or provision. A personal budget may be provided to support with Education, Social Care or Health.
The child or young person should be involved in making their support plan. They should agree who is involved.
The young person should be able to agree what they want the outcome to be for their learning, health, and wellbeing.
The young person should know how much money they have for support. They should have enough money in their Personal Budget to meet the outcomes agreed in their support plan.
(see ‘Types of Personal Budget’ below).
They should be able to use the money in ways and at times that they agree.
The outcome of Personal Budgets is better when:
You can choose if you would like a Personal Budget or not. The Council does not have to prepare a budget if it would not be a good use of money or if it would have a poor effect on services.
The Personal Budget will be for where there is a need or gap in a young person’s plan.
Young People aged 16 and over and parents/carers can ask for a Personal Budget. You can ask for a Personal Budget once you have had an EHC Needs Assessment and an EHC Plan is being completed.
You can also ask for a Personal Budget if you use short breaks but do not have an EHC Plan.
You can ask for a Personal Health Budget if you receive:
There are separate assessments for Education (a) Health (b) and Social Care (c):
a. Education / learning needs
c. Social care
Children and young people with disabilities may be offered a personal budget where a child needs extra and individual support at home, a break from caring or the chance to have the same experiences as other families.
A Social Care Personal Budget can be delivered through:
It is necessary to check how the Personal Budget is working. Personal Budget Holders should know who to contact if their needs change. Reviews should be ongoing, and they should look at the outcomes. The review may lead to changes.
All support plans must be reviewed within 3 months of the child or young person first receiving the direct payment. After this, reviews should happen at least once a year.
The reviews should include a financial review to check that the Personal Budget is being used as agreed. If a one-off budget is given, for example for buying a piece of equipment, then a review may not be needed.
Personal Budgets are suitable for support services which are:
The person helping you to complete the EHC plan will be able to tell you if a personal budget can be provided, and if not, what the reasons are. There are some cases where a personal budget – particularly a direct payment request may not be agreed.
There are four ways a personal budget can be provided to you:
1. Direct Payments – A direct cash payment which is paid into a named account for the family to buy & manage the services themselves. The LBS will open a Sutton Prepaid Card account. Direct Payments will go directly into this account. This will be looked at every six months, or every year, to check that the Personal Budget is being used to help the young person reach their outcomes.
2. A notional budget – Where the local authority, school or college holds the personal budget and buys support to meet needs.
3. A third party budget –Where another person or organisation manages the budget on behalf of the family
4. A combination of the above.
The Policy will be reviewed at least every year and more often if needed.
Assessed - to be assessed is to see if you are suitable.
Provision - a provision is something that is given to help you.
Eligible - if you are eligible, it means you are suitable.
Necessary - it is needed