Somerset County Council

Financial assessment


If, following your care assessment, it is agreed that we will provide a Personal Budget or can help support you, someone from our Financial Assessment and Benefits (FAB) Team will talk to you to work out what contribution you pay. This is called a financial assessment.

The FAB Team is part of Somerset County Council. All our FAB officers carry official identification. 

At the same time they can check that you are receiving all the benefits that you are entitled to.

The FAB officer will ask you about your income and spending, and will need to see your bank statements and evidence of any capital and savings you have.

To help you get ready for your financial assessment we have an information sheet called 'C7: Calculating your contribution: Your checklist'. It tells you about some of the documents the FAB officer may need to see and some of the things they will ask you about.

If you are under 62 you can make a claim for working age benefits by contacting Jobcentre Plus on 0345 604 3719.

Independent help and advice is available from the Citizens Advice Bureau. 


Contact: Customer Contact
Use the 'Contact Adult Social Care' form if you have a quick question for the team 
For a more detailed conversation please phone 0300 123 2224
Opening Hours: Monday 8am to 6pm, Tuesday to Friday 8.30am to 5.30pm, Saturday and Sunday closed.

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