Actions to help people say what they want, secure their rights, represent their interests,and obtain services.


Brokerage is the help and support people may need to work out how best they can achieve their health outcomes as set out in their care plan, and gives them the support they need to plan spending their budget. This is wider than the traditional service provided by traditional care and nursing agencies. Brokerage functions may include: exploring what's available and possible, providing information and technical advice, developing informal support, co-ordinate resource, obtaining clinical support where necessary. Brokerage is often available from Support Service providers.

Care Manager

The Care Manager is responsible for oversight of a person’s care. They may also be referred to a Case Manager or Keyworker. In PHB, this means assessing need, ensuring that the service user can access support to plan their care, and ensuring that the care plan is signed off, monitored and reviewed at agreed intervals. For those with Long Term Conditions this may be a role agreed with a member of the team, as not everyone will have a Care Manager. In this policy that person is referred to as “the Professional”

Children’s Continuing Care

An equitable, transparent and timely process for assessing, deciding and agreeing bespoke continuing care packages for children and young people whose needs in this area cannot be met by existing universal and specialist services. Assessment of these needs and the delivery of bespoke packages of care to meet them will take place alongside services to meet other needs, including education and social care. (Department of Health 2010)

Continuing Healthcare

This applies to adults over 18. It is a complete package of ongoing care arranged and funded solely by the NHS, where it has been assessed that the individual’s primary need is a health need. It can be provided in any setting including in a person’s own home. It means that the NHS funds all the care that is required to meet their assessed health needs. In care homes, it means that the NHS also makes a contract with the care home and pays the full fees including for the person’s accommodation and all their care. (Department of Health 2009)


Co-Production is about Equal and Respectful, Trusting and Purposeful relationships between policy-makers and those affected by policies, and budget decision-makers and those affected by budget decisions. Co-Production goes further than consultation or participation –in the broadest sense it is to encourage service to use their human skills and experience to share in public sector policy and processes.

Direct Payments

Payments made by a local authority to a person who is eligible for social care support and who agrees to receive the money to enable them to make their own arrangements to meet their needs, instead of using services arranged and provided by the local authority.

Direct Payments to a “Suitable Person”

Payments made to an appointed ‘Suitable Person’ (third party) to act on behalf of someone who is eligible for health care support, but who is unable to consent to receiving Direct Payments because they have been assessed as lacking the mental capacity to do so. The role is specified in the Mental Capacity Act 2005.

Education, Health and Care Plans

The Children and Families Act 2014 requires that Statements of SEN will be replaced by a new birth- to-25 integrated education, health and care plan (EHCP), to deliver better support for children and young people with special needs. Most children’s PHB will be delivered through their EHCP.

Final budget

The final budget is an amount of money that is agreed once a support plan has been written. This is usually calculated by estimating the costs of the care and support arrangements included in the plan. This is likely to be a more accurate guide to the actual costs of support. The final budget – rather than the indicative budget (below) – is approved as part of the PHB signoff process.

Indicative budget

An indicative budget is an amount of money identified at an early stage in the process to inform care and support planning. It is a prediction of how much money it is likely to cost to arrange the care and support that would be sufficient to meet the assessed health needs and achieve the outcomes in the care plan. The indicative budget is a guide – it should not be used as a limit, a fixed allocation or an entitlement. The indicative budget does not need to be exact, and in practice it is difficult to design a tool that will predict the costs of support accurately. Most approaches to setting budgets are accurate in no more than about 80 percent of cases.

NICE guidance

The National Institute for Health and Care Excellence (NICE) provides national guidance and advice to improve health and social care. Guidance is available on a range of clinical topics, and the expectation is that services are commissioned in line withNICE guidance. NICE are accountable to the Department of Health.

Nominated Representative

This may be the same as the Suitable Person (see below), or the organisation chosen to provide the service.

Outcome for an individual

What the person achieves based on their support plan.

Peer Support

Peer Support is a way of service users supporting each other, in this case, in the use of PHB’s. As people grow in confidence and understanding, Peer Support Groups can grow into groups which can work with the CCG to ensure co production (see above)


The process by which state provided services can be adapted to suit you. In social care this means everyone having choice and control over the shape of their support along with a greater emphasis on prevention and early intervention.

Personal Health Budget

A personal health budget helps people to get the services they need to achieve their health outcomes, by letting them take as much control over how money is spent on their care as is appropriate for them.

Self-directed Support (SDS)

The system that gives people increased choice and control over the support they use to meet their social care needs including using personal budgets.

Suitable Person

A person who gives their consent to receive Direct Payments on behalf of a person eligible for healthcare funding. This is because the person is unable to consent to Direct Payments, as they do not understand all the information relevant to that decision i.e. they lack the mental capacity.’ The Appointed Suitable Person must act in the best interests of the person lacking mental capacity.

Support Plan

A plan which describes how a person will use their personal health budget to meet their outcomes. It is likely to have a wider scope than a traditional health “care plan”.

Support Service providers

Organisations who can provide a range of services to support the employment of PA’s, including payroll and ensuring that the requirements of employment legislation are met. They can also provide brokerage (see above) and support with creating the support plan.