Financial assessment unit privacy notice

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Who we are and what we do?

Financial Assessment Unit

Families Business Hub

Neighbourhood and Commercial


London Borough of Waltham Forest

Room 201, Waltham Forest Town Hall

Forest Road


E17 4JF

Financial Assessment Unit on 0208 496 4383 / 4142 /6323


The Financial Assessment Unit carries out personal financial assessments to see how much you could afford to pay towards adult care and support services.

A full financial assessment involves:

  • Collecting information about your financial situation; and
  • Processing that information within a set of rules (national Regulations and local Policy) to work out your assessed maximum weekly contribution towards adult care and support services (such as care and support at home and in the community, or in care home accommodation).

The amount and detail of information we collect will vary depending on your circumstances.

We will collect the personal data about you in order to help us work out your ability to contribute towards the cost of care and support services. The personal data we will collect can include but is not limited to:

  • Name, date of birth, national insurance number, address and contact details
  • Employment details
  • Pension details
  • Information regarding your property or land
  • Details of your income streams
  • Details of your expenses and debts
  • Details of your capital, savings, investments and assets

Details of your care and support services including dates and costs.

We require your data to correctly assess the financial contribution you will make for the package of social care you receive.

Assessments are carried out adhering to the Council’s Fairer Contribution policy, so benefit checks are carried out and financial data is used to establish the amount of savings you have (to obtain a copy of the Council’s Fairer Contribution policy please contact the Financial Assessment Unit).  

We will process your data in accordance with the official authority vested in us by the Care Act, 2014 and the Care and Support (Assessment of Resources) Regulations.

We will only share information when it is necessary to do so and in accordance with the law.

Information held by the Financial Assessments Unit is used by other departments of the Council to enable them to undertake their statutory duties where the law allows it.

We will not disclose with anyone else without appropriate permission, unless we have a legal reason to do so (for example, disclosure may be necessary to prevent or detect crime).

In the event of a fraudulent application we will share your information with those organisations we are legally required to share information with through the National Fraud Initiative.  You can find more information about this on the GOV.UK website

We will hold your personal information on our systems for the duration that you receive services through adult social care and for 6 years after any outstanding care charges have been settled.

Our Data Protection Officer is Mark Hynes. You can contact him at

Please see the relevant section of the Corporate Privacy Notice

Please see the relevant section of the Corporate Privacy Notice

These are included in the relevant section of the Corporate Privacy Notice

If we’re unable to resolve your complaint to your satisfaction, you can make a complaint to the Information Commissioner's Office (ICO)