Carers Assessment

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Who is a Carer?

A carer is someone who helps another person, usually a relative or friend, in their day-to-day life.  This is not the same as someone who provides care professionally, or through a voluntary organisation.


The Care Act 2014 relates mostly to adult carers – people 18 years of age and over who are caring for another adult.  This is because young carers (aged under 18) and adults who care for disabled children can also be assessed and supported under children’s and family legislation.    


However, the regulations under the Act allow local authorities to make rules about looking at family circumstances when assessing an adult’s need for care, which means, for example, making sure that the position of a young carer within a family would not be overlooked.  The Act also makes new rules about working with young carers, or adult carers of disabled children, to plan an effective and timely move to adult care and support.


Anyone can become a carer and, as a local authority, we recognise that carers come from all walks of life and are any age.  The people you care for may be:
  • frail
  • ill
  • disabled
  • have a mental health problem
  • have a learning disability; and/or
  • have issues with substance misuse.
Many people do not consider themselves to be a carer. For example, they may believe they are just looking after their mother, son or best friend - just getting on with helping and doing what anyone else would do in the same situation.

What is a Carers Assessment?

From the 1 April 2015, the Act created a single, consistent route to establishing the first ever entitlement for carers – recognising them in law in the same ways as the people they care for. 

A Carers Assessment is an opportunity for you to express your feelings and needs as a carer.  The aim is to find out what impact your caring responsibilities have on your wellbeing and identify ways in which you can be supported to provide, and continue to provide, care.

This is the beginning of an ongoing process focusing upon your caring role, enabling us opportunities to:
  • provide information and advice to carers and target prevention services
  • support carers to find ways to meet the identified needs
  • determine eligibility for services and/or other types of support
  • identify and manage risks in line with our safeguarding responsibilities
  • work in partnership with health and other organisations to share information; and
  • calculate the personal budget required to meet carer’s eligible needs.
The Act is clear about the steps that must be followed to work out a carer’s entitlement and how we can assist carers on their ‘person-centred journey’ through the care and support system. Our new functions include:
  • ensuring that carers’ wellbeing, and the outcomes which matter to them, are at the heart of every decision that is made
  • creating a new focus on preventing and delaying needs for support, building upon strengths within the local community
  • supporting carers with information, advice and advocacy to understand their rights and responsibilities in order to make good decisions
  • embedding rights to choice, through support plans and personal budgets, and ensuring a range of high quality services are available locally
  • providing for a single national threshold for eligibility which gives carers new rights to assessment and support plans; and
  • providing a personal budget for eligible carers.
As a carer, you now have a clear right to an assessment of your needs regardless of your income, finances or level of support. The process is clear about the steps that must be followed to work out your entitlement and how you can be assisted on your ‘person-centred journey’ through the care and support system. 

We recognise that carers are extremely important within both families and communities, often helping those they care for to live independently for longer. The assessment can, therefore, help you to consider more clearly the caring role you have and the types of support that might help you to continue this role into the future. 

It is our intention to work with you to build upon your existing strengths, capabilities and networks of support. Your physical, mental and emotional wellbeing will, therefore, be at the heart of this assessment. 

Any carer who appears to have needs for support should be offered an assessment by our Adult Social Care team and if your caring role changes, you can also request a review at any time. Please refer to the Carers Guidance document which supporting this Carers Assessment Form for further information.     

The new national eligibility threshold for carers consists of three criteria, all of which must be identified and met for a carer’s needs to be eligible:
  • whether a carer’s needs are a consequence of providing necessary care for an adult
  • to what extent the carer’s needs affect their ability to achieve specified outcomes, or puts their health at risk; and
  • whether and to what extent this impacts on their wellbeing.
Carers can be eligible for support whether or not the adult for whom they care for has eligible needs.

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What do we need to know?

If carers have needs caused by providing necessary care, we must consider whether:
  • their physical or mental health is, or is at risk of, deteriorating
  • because of their caring role, they are unable to achieve any one or more of the following specified outcomes:
    • carrying out any caring responsibilities that they have for a child
    • providing care to other persons for whom they provide care
    • maintaining a habitable home environment in their own home
    • managing or maintaining their nutrition
    • developing and maintaining family or other personal relationships
    • engaging in work, training, education and/or volunteering
    • making use of necessary facilities or services in the local community including recreational facilities or services/activities
    • engaging in recreational activities.  
The regulations say that 'being unable to achieve' specified outcomes includes circumstances where carers are:
  • unable to achieve the outcome without assistance
  • unable to achieve the outcome without assistance but doing so causes or is likely to cause them significant pain, distress or anxiety
  • able to achieve the outcome without assistance but doing so endangers or is likely to endanger their health or safety or any adults of children for whom they provide care.
Finally, we must consider whether...

As a consequence there is, or is likely to be, a significant impact on carers' wellbeing. We should determine whether:
  • carers needs impact on an area of wellbeing in a significant way; or
  • the cumulative effect on the needs impact on a number of the areas of wellbeing to such an extent that they have a significant impact on carers overall wellbeing.
If you would like further information about this form, or additional help completing it, please contact either:

Peterborough City Council
Adult Social Care
Care Service Delivery
Peterborough City Council
PO Box 1324
Telephone: 01733 747474

Carers Trust (Peterborough)
Thorpe Hall Hospice
Thorpe Road
Telephone: 01733 645234
If you require support to complete this assessment, please refer to the agencies and voluntary organisations listed on our website

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My details

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Please note that your answers to the questions in this assessment should only be about the care you provide to the person you tell us about.

Details of the person for whom I care

If you care for more than one person, please complete an additional, new, assessment form for each person that you care for. 

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My needs as a carer

To be deemed as ‘necessary care’, the tasks performed must be those that the person cared for could not do for themselves without support. If a carer is providing care for an adult who is capable of providing for themselves, then they may not be providing ‘necessary care’

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My outcomes as a carer

A long-standing physical and/or mental health illness, disability and/or infirmity is defined as lasting or expected to last a year or more

1) Carrying out any responsibilities that I have for a child
Please consider any parenting or other caring responsibilities you have for a child (up to 18 years of age) in addition to your caring role for an adult. For example, you might be a grandparent with caring responsibilities for your grandchildren, while the grandchildren's parents are at work.

2) Providing care to other persons for whom I have responsibility
Please consider any additional caring responsibilities you may have for other adults (anyone who is 18 years of age and over). For example, you may also have caring responsibilities for a parent in addition to caring for the adult with care and support needs.

3) Maintaining my home environment
Please consider whether the condition of your home is safe and an appropriate environment to live in and whether it presents a significant risk to your wellbeing. A home should be safe and have essential amenities such as water, electricity and gas.

4) Managing or maintaining my nutrition
Please consider whether you have the time to do essential shopping and to prepare meals for yourself and your family.

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My outcomes as a carer (cntd)
5) Developing and maintaining family or other significant personal relationships
Please consider whether you are in a position where your caring role prevents you from maintaining key relationships with family and friends or from developing new relationsgips

6) Engaging in work, training, education or volunteering
Please consider whether you can continue in your job, apply yourself in education, volunteer or have the opportunity to get a job (if you are not already in employment).

7) Making use of necessary facilities or services in the local community (including recreational facilities or services/activities)
Please consider whether you have an opportunity to make use of the local community's services and facilities. For example, consider whether you have time to use recreational facilities such as gyms or swimming pools.

8) Engaging in recreational activities
Please consider whether you have leisure time, which might, for example, be some free time to read or engage in a hobby.

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My wellbeing
1) My personal dignity, including being treated with respect

2) My physical and mental health and emotional wellbeing

3) Protection from abuse and neglect

4) Exercise control over my day-to-day life, including other support provided and the way it is provided

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My wellbeing (cntd)
5) Participation in work, education, training or recreation

6) My social and economic wellbeing

7) Domestic, family and personal relationships

8) Access to suitable living accommodation

9) My contribution to society

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My caring role in the future
Thinking about how confident you are in your ability to continue in your caring role in the future without additional support, and what would happen in an emergency situation

Carer's agreement and permission to share information

I agree to the information on this form being shared with:

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Additional information

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The personal information that you provide within this form will be handled by Peterborough City Council in accordance with the Data Protection Act 1998. We do not pass on your details to any third party without your knowledge unless the council is legally obliged to do so.

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