Creating a support plan for a client

Speaker 1: Hi Josh. I've got a new service user, Jack, moving in next month and I'd really like for you to be his key worker.

Speaker 2: OK yeah, brilliant.

Speaker 1: So what I need now is for you to complete a financial support plan for him.

I've got all his financial information here, which his financial advocate has given us permission to access.

So you can use this to help.

Speaker 2: OK, that's brilliant.

Speaker 1: Now as you know we always encourage our service users to save just a little bit of money each week if they can afford to.

Speaker 2: OK yeah, sure.

Speaker 1: That's great. Thanks a lot Josh. I'll catch you in a bit

Speaker 2: (TO AUDIENCE) Right, so…

To fill in the financial support plan I need to gather some information together about Jack's incomings and outgoings and I need to work out a realistic weekly budget for him.

Once I've got all that done I should be able to work out if he'll have money left over so he can save a little bit each week.

Hopefully he can, but we'll have to see.

Speaker: OK, so I've got all the information I need to complete a financial support plan for this service user Jack.

So he gets £191.15 in benefits a week.

So now I need to think about his outgoings.

He pays a contribution to his care and rent.

That's £80.00 a week. Next I need to work out a weekly budget for Jack. I can start with food.

So he gets breakfast and lunch here.

So he only needs to budget for dinner, that's £35.00 a week.

I know everyone always buys extra snacks and goodies, so I'm giving him £10.00 buffer for extras.

He needs petrol to cover travel to college, £5.20 a week.

£5.00 weekly college fees, £10.00 for personal items and £30.00 for any special trips equals £95.20.

OK, so now I just need to see if Jack will have any money left over each week.

So he has £191.15 coming in, but I need to take away his contribution to care and rent and I also need to take off the weekly budget I worked out for him. That's £15.95.

So after all his costs, Jack should definitely be able to save a bit each week. That's good news.

Speaker 1: Alright Loz?

Speaker 2: Oh hi Josh, how have you got on?

Speaker 1: Yeah not bad. OK so first I looked at Jack's benefits and he gets £191.15 per week.

And out of that he has to make a contribution to his care and rent, so that works out at £80.00 per week and then from there he obviously has his general weekly budget, £95.20.

Speaker 2: So the big question is, can he actually manage to save any money each week?

Speaker 1: Well, I deducted the £80.00 contribution to his care and rent from his benefits that he receives per week.

I then took away his total weekly budget, which left with a saving of £15.95 per week.

Speaker 2: Fantastic Josh. Well done, that's great.