Understanding the Care Act assessment: what to expect and your rights

If you think you or a relative may need care and support, the first step is usually a needs assessment from the local authority. Under the Care Act 2014, the council has a duty to carry one out where an adult may have care and support needs, whatever their finances.

The wellbeing principle

The Care Act puts wellbeing at the centre. Councils must promote a person’s wellbeing in everything they do, which covers things like dignity, control over daily life, relationships, and taking part in work, education and the community. A good assessment is a conversation about the life someone wants to live, not just a checklist of tasks.

How eligibility is decided

After the assessment, the council applies national eligibility criteria. In broad terms, it looks at whether needs arise from a physical or mental impairment, whether the person is unable to achieve two or more specified everyday outcomes, and whether this has a significant impact on their wellbeing. If the criteria are met, the council must help to meet those needs.

You have the right to be involved throughout, to have someone speak up for you, and to receive a written record of the decision and the reasons for it. If a financial assessment follows, that is a separate step that works out who pays and how much.

You do not have to do it alone

Assessments can feel daunting, especially at a stressful time. It often helps to prepare a little: note down a typical day, what goes well, what is hard, and what the person hopes for. Families and professionals are welcome to be part of the conversation.

If you would like help understanding the process before or after an assessment, our team is glad to talk it through with you.