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The Care and Support (Financial Assessment) (Wales) Regulations 2015

W.S.I. 2015/1844 · Made 27 October 2015 · Extends to England and Wales

Up to date with all changes known to legislation.gov.uk, revised to 6 April 2026.

Social Care, Wales

Made 27 October 2015

Laid before the National Assembly for Wales 3 November 2015

Coming into force 6 April 2016

The Welsh Ministers, in exercise of the powers conferred by sections 50(1), 52(1), 53(3), 64(1), 65 and 196(2) of the Social Services and Well-being (Wales) Act 2014f1, make the following Regulationsf2:

Annotations to the whole text

Footnotes

f1

2014 anaw 4.

f2

See section 197(1) of the Social Services and Well-being (Wales) Act 2014 (“the Act”) for the definitions of “regulations” and “specified”.

Contents

  1. Part 1: General
  2. 1Title, commencement and application
  3. 2Interpretation
  4. Part 2: Assessment of financial resources
  5. 3Information to be provided by local authority
  6. 4Time limits
  7. 5Format
  8. 6Duty to carry out a financial assessment
  9. 7Circumstances in which there is no duty to carry out a financial assessment
  10. 8Power to carry out a financial assessment
  11. 9Financial assessment process
  12. 10Duty of local authority to carry out a financial assessment of a short-term resident as if the resident is receiving care and support otherwise than the provision of accommodation in a care home
  13. 11Saving
  14. 12Rounding of fractions
  15. Part 3: Treatment and calculation of income
  16. 13Calculation of income
  17. 14Earnings to be disregarded
  18. 15Other sums to be disregarded
  19. 16Capital treated as income
  20. 17Notional income
  21. Part 4: Treatment and calculation of capital
  22. 18Calculation of capital
  23. 19Income treated as capital
  24. 20Calculation of capital in the United Kingdom
  25. 21Calculation of capital outside the United Kingdom
  26. 22Notional capital
  27. 23Diminishing notional capital rule
  28. 24Capital jointly held
  29. Signature
  30. Schedule 1: Sums to be disregarded in the calculation of income
  31. Part 1: Sums to be disregarded
  32. 1Paragraph 1
  33. 2Paragraph 2
  34. 3Paragraph 3
  35. 4Paragraph 4
  36. 5Paragraph 5
  37. 6Paragraph 6
  38. 7Paragraph 7
  39. 8Paragraph 8
  40. 9Paragraph 9
  41. 10Paragraph 10
  42. 11Paragraph 11
  43. 12Paragraph 12
  44. 13Paragraph 13
  45. 14Paragraph 14
  46. 15Paragraph 15
  47. 16Paragraph 16
  48. 17Paragraph 17
  49. 18Paragraph 18
  50. 19Paragraph 19
  51. 20Paragraph 20
  52. 21Paragraph 21
  53. 22Paragraph 22
  54. 23Paragraph 23
  55. 24Paragraph 24
  56. 25Paragraph 25
  57. 26Paragraph 26
  58. 27Paragraph 27
  59. 28Paragraph 28
  60. 29Paragraph 29
  61. 30Paragraph 30
  62. 31Paragraph 31
  63. 32Paragraph 32
  64. 33Paragraph 33
  65. 34Paragraph 34
  66. 35Paragraph 35
  67. 36Paragraph 36
  68. 37Paragraph 37
  69. 38Paragraph 38
  70. 39Paragraph 39
  71. 40Paragraph 40
  72. 41Paragraph 41
  73. 42Paragraph 42
  74. 43Paragraph 43
  75. 44Paragraph 44
  76. 44AParagraph 44A
  77. 44BParagraph 44B
  78. 44CParagraph 44C
  79. Part 2: Special provisions relating to charitable or voluntary payments and certain pensions
  80. 45Paragraph 45
  81. 46Paragraph 46
  82. Schedule 2: Capital to be disregarded
  83. 1Paragraph 1
  84. 2Paragraph 2
  85. 3Paragraph 3
  86. 4Paragraph 4
  87. 5Paragraph 5
  88. 6Paragraph 6
  89. 7Paragraph 7
  90. 8Paragraph 8
  91. 9Paragraph 9
  92. 10Paragraph 10
  93. 11Paragraph 11
  94. 12Paragraph 12
  95. 13Paragraph 13
  96. 14Paragraph 14
  97. 15Paragraph 15
  98. 16Paragraph 16
  99. 17Paragraph 17
  100. 18Paragraph 18
  101. 19Paragraph 19
  102. 20Paragraph 20
  103. 21Paragraph 21
  104. 22Paragraph 22
  105. 23Paragraph 23
  106. 24Paragraph 24
  107. 25Paragraph 25
  108. 26Paragraph 26
  109. 27Paragraph 27
  110. 28Paragraph 28
  111. 29Paragraph 29
  112. 30Paragraph 30
  113. 31Paragraph 31
  114. 32Paragraph 32
  115. 33Paragraph 33
  116. 34Paragraph 34
  117. 35Paragraph 35
  118. 36Paragraph 36
  119. 37Paragraph 37
  120. 38Paragraph 38
  121. 39Paragraph 39
  122. 40Paragraph 40
  123. 41Paragraph 41
  124. 42Paragraph 42
  125. 43Paragraph 43
  126. Explanatory note