The examples below show how this can be done.
Example 1: If the adult pays rent, currently payable at £100 monthly and
calculated at £1,200 in year one (£100 x 12 months), you may wish to allow
£1,360 to cover potential increase in year two and possibly £1,580 for year
three. This would total £4,140 over the period of three years. Therefore you
may wish to request £115 per month (£4,140 divided by 36 months) for rent
in your application form. You should apply the same logic in terms of each
heading. If you are not sure the staff at this office will assist.
Example 2: If the adult is in a care home and costs are currently payable at
£250 weekly that would work out at £13,000 in year one (£250 x 52 weeks).
If you estimate that costs might go up by approximately 10%, in year two you
might expect the annual cost to be £14,300 and in year three this figure might
be £15,730. So over the three year period you may require £43,030.
This could be rounded up to £43,200 to cover the full three years,
which divided by 36 (months) would be £1,200 monthly.
It is also possible to apply for a further lump sum where there has been an
unexpected but necessary purchase required which will be of benefit to the
adult. Generally, where requested, the Public Guardian will expect to see
evidence of its purpose in the form of an invoice or similar. An example of the
need for a lump sum is shown below.
Example: The withdrawer finds that remedial work requires to be carried out
on the roof of the adults home. The Public Guardian would expect to
see three written quotes providing a breakdown of the work to
be done together with the withdrawer’s preferred option and
explanation thereof before approving the lump sum in this
The amounts requested do not need to be exact but it is
important to be sure that there will be sufficient money in
the designated account to ensure the adult is provided for
using his or her funds. Over estimating, within reason, will
not be seen as detrimental to the adult.
Guardian may request
to see some form of
evidence of anticipated
expenditure, for example,
utility bills, care home
invoices etc as part
of the application