Familiarise yourself with our consumer website

Discuss the opportunity with the person concerned, their parents/carers and the person they trust (who may be appointed as their Attorney or Receiver following your positive assessment). All of these people should be directed to our consumer website in order they may understand the opportunity. 

Carry out an assessment to see if the person would have their needs better met if they moved from their current accommodation into a home of their own. Your assessment is needed to access the Income Support that will pay the mortgage interest and the Housing Benefit to cover the rental portion of the Shared Ownership Home.

If the person has a learning disability, establish whether the person has sufficient mental capacity to understand the transaction on their own; whether they have the sufficient mental capacity to appoint an Attorney; or whether they have insufficient mental capacity and need to appoint a Receiver

Identify a support provider from your existing suppliers or request that we nominate one

Arrange for payment of the fee of £1,500 on completion of the transaction and arrange for any re-charge, or confirm who we should contact at your Local Authority to organise this

To record the results of your assessment, please print this form - Care Manager Assessment Form.  If you're unable to print this form, please contact us and we'll send you a copy of it.

Once your form is complete, please sign and return it to us at our Freepost address