Managing Personal Budgets in Social Care: Rights, Options, and Best Practices

Speakers

Sean McCullough
Director
Owl Guardian Services
Sean joined Owl Guardian Services seven years ago and has worked as a deputy since 2019.
UK
David Robson
Business Development Manager
Mark Bates Insurance
David Robson is a seasoned insurance professional with over 18 years of industry experience.
UK
Munazza Hollingsworth
Founder
MH Private Wealth Solicitors
Munazza Hollingsworth, is the founder and solicitor at MH Private Wealth Solicitors.
UK
Webinar date: July 9, 2025 10:30 am
Webinar length: 1 hour
Type:  Recorded
CPD: 1

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Explore how personal budgets work in adult social care, including how they’re allocated, the options for managing them, and the legal frameworks in England and Wales. Includes guidance on direct payments and support for those who may need help managing a budget.

Personal budgets are designed to give individuals more choice and control over their care. Local authorities assess care needs and decide the amount of funding available. Different ways a personal budget can be managed — whether by the council, a provider, or through direct payments to the individual — are explained. You’ll learn how to plan and review care arrangements, what’s involved when managing funds independently, and how key legislation supports these rights.

Where someone can’t manage their budget themselves, the session outlines legal arrangements such as appointing a trusted person, using Lasting Power of Attorney, court-appointed deputies, or trusts.

Host

Dave Lockwood
Senior Public Sector Client Relationship Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales. Dave’s experience comes from working in four diverse local authorities across London and the South East, dealing with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues. Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).

Supporting Documents

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Managing Personal Budgets in Social Care: Rights, Options, and Best Practices Event Pack
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