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Amendments

2025

June 2025

End of Life Procedures and Practice Guidance

In June 2025, The Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care was removed and replaced with The Universal Principles for Advance Care Planning. Information about The Victoria and Stuart Project end of life care planning toolkit was added to Section 13, Learning Disability.

Co-production

In June 2025, this new chapter was added to the Universal Procedures section.

No Recourse to Public Funds (NRPF)

In June 2025, Section 11, Meeting Needs and Review was updated to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 was refreshed and a link added to the Section 117 Aftercare chapter.

Contact and Referral Adult Care and Support Procedures (Mental Health Team)

In June 2025, Section 10, Providing Information about a Person was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Providing Information about a Person or Carer

In June 2025, this chapter was updated throughout following a full tri.x legal review.

Care and Support Planning

In June 2025, Section 12, The Skilled Conversation: Risk and Contingency, was updated to include transport arrangements in contingency planning. 

Protecting Moveable Property

In June 2025, a full tri.x review of the chapter, Protecting Moveable Property and Belongings was carried out. The chapter was renamed, and all content was updated. This included incorporating amendments made to the Care Act 2014 Resource chapter, Protecting Property of Adults being Cared for Away from Home following a recent full legal review. 

Housing and Homelessness

In June 2025, this new chapter was added to the Specialist Procedures section.

Actions and Next Steps

In June 2025, this chapter was replaced with an updated version following a full review. The new version includes an update to Section 2, Providing Information about a Person or Carer to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Actions and Next Steps (Carers)

In June 2025, Section 4, Providing Information about a Carer was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Receiving a Contact or Referral

In June 2025, Section 5, Identifying Carers, was updated to highlight the importance of identifying informal carers.

2024

December 2024

Setting an Indicative Budget

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Prisons and Approved Premises

In December 2024, information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises.

Signing off a Support Plan and Agreeing a Final Personal Budget

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Joint Packages of Health and Social Care

In December 2024, an amendment was made to Section 3, Local Joint Package of Care Arrangements to clarify that the Care and Support Statutory Guidance requires the Local Authority and ICB to agree a local dispute resolution process to resolve any disputes regarding the apportionment of funding in joint funded care and support packages.  

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’

Recording and Keeping Records

In December 2024, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording. 

Understanding the Mental Health Act 1983

In December 2024, text improvements were made to this chapter. This included adding information about the Right Care Right Person guidance used by the police and the interface between the Mental Health Act and the Mental Capacity Act 2005.

Understanding and Applying Eligibility Criteria

In December 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness.

Arranging Support and Services

In December 2024, Section 9, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Death of a Person or Carer

In December 2024, information was added to Section 2, Notifying Others about notifications that may need to be made when a person/carer dies, including the requirement that local authorities should notify Ofsted of the death of any care leaver under the age of 25, where it is aware of their care leaver status.

Recognising and Responding to Deprivations of Liberty

In December 2024, this chapter has been updated following a full tri.x legal review.

The Light Touch Review Conversation

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Providing Information about a Person or Carer

In December 2024, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes. 

AMHP Procedure

In December 2024, Section 5, How to Contact the Service, was updated to clarify that a request for a Mental Health Act assessment should be made at the earliest possible opportunity.

The Skilled Conversation (Carers)

In December 2024, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Direct Payments

In December 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Direct Payments’.

The Light Touch Review Conversation (Carers)

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’. Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Equality, Diversity and Human Rights

In December 2024, the link to SCIE: Equality Act 2010 – overview for social care was removed in Section 6, Further Information and Guidance, as the page is no longer available.

The Full Review Conversation (Carers)

In December 2024, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Deprivation of Liberty Safeguards Procedure

In December 2024, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 5, Receiving a Standard Authorisation Request, a ‘need to know’ box was added with information about responding to requests from an eligible person. The link to the ADASS Priority Tool for Deprivation of Liberty Requests was also updated in Section 5, Receiving a Standard Authorisation Request.

Support Planning

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Legal Requirements of a Support Plan Review and Tools

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Deputyship and Financial Affairs

In December 2024, information was added to Section 4, Concerns About an Appointee, Deputy or Donee, and Section 5, Exploring All Available Options, to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. Further information was also added to Section 6, Making a Property and Affairs Deputyship Application, regarding notifications. Information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options.

Debt Respite Scheme (Breathing Spaces) Procedure

In December 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space. Amendments were also made to Section 5, Applying for a Mental Health Crisis Breathing Space. This was to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152. 

End of Life Procedures and Practice Guidance

In December 2024, the SCIE End of Life Hub was removed from Section 7, Good Practice Guidance for End of Life as it is no longer available. It was replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care.

Legal Requirements of a Care and Support Plan Review and Tools

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Understanding and Applying Eligibility Criteria (Therapy Services)

In December 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness.

Care and Support Planning

In December 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

NHS Continuing Healthcare Procedure

In December 2024, amendments were made to Section 2, An Introduction to NHS Continuing Healthcare Funding and Section 5, Providing Information and Advice about NHS Continuing Healthcare. This included adding information about PUPoC (Previously unassessed periods of care).

June 2024

Financial Assessment

In June 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Charging and Assessing Financial Resources’. Some additional text added to make this more relevant to Cornwall

Receiving a Contact or Referral

In June 2024, a new Section 5, Identifying Carers was added.

Prisons and Approved Premises

In June 2024, this chapter was fully reviewed and refreshed.

NHS Continuing Healthcare Procedure

In June 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review.

Deputyship and Financial Affairs

In June 2024, Section 6, Making a Property and Affairs Deputyship Application was updated to include more information about notifications, and information about Carer’s Card accounts was added to Section 2, Identifying Support Needs.

Deprivation of Liberty Safeguards Procedure

In June 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review. In addition to this, information about use of the ADASS Priority Tool for Deprivation of Liberty Requests was added to Section 5, Receiving a Standard Authorisation Request.

Recognising and Responding to Deprivations of Liberty

In June 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Requesting a Financial Assessment

In June 2024, text amends were made to reflect changes made to the chapter ‘Financial Assessment’.

NHS-funded Nursing Care Procedure (FNC)

In June 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Service Interruptions and Provider Failure

In June 2024, minor text amends have been made to Section 3, Failure of a Regulated Provider. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Commissioning Responsibilities under the Care Act’.

Introduction, Legal Requirements and Tools (Therapy Services)

In June 2024, text amends have been made to Section 3, The Purpose of any Assessment. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’. 

Joint Packages of Health and Social Care

In June 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Continuity of Care Arrangements

In June 2024, text amends have been made to Section 1, An Introduction to Continuity of Care Arrangements. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Continuity of Care when a Person Moves’.

CareCubed Procedure

In June 2024, this chapter was reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid.

Understanding and Applying Eligibility Criteria (Therapy Services)

In June 2024, minor text amends have been made to Section3, Applying the Eligibility Criteria. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

No Recourse to Public Funds (NRPF)

In June 2024, a link to the government guidance ‘Asylum support’ was added to Section 7, Providing Information and Advice. The Home Office Status, Verification, Enquiries and Checking service email was updated.

Social Media (use of)

 In June 2024, Twitter was changed to .

Understanding and Applying Eligibility Criteria

In June 2024, minor text amends have been made to Section 3, Applying the Eligibility Criteria. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Social Circumstances Report

In June 2024, this chapter was fully reviewed and refreshed.

Preparing to Establish the Needs of Parent Carers

In June 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Parent Carer. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Introduction, Legal Requirements and Tools (Carers)

In June 2024, text amends have been made to Section 3, The Purpose of any Assessment. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.  

Preparing to Carry out a Care and Support Plan Review

In June 2024, text amends have been made to Section 5, Arranging the Review and Preparing the Person. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Preparing to Establish Needs (Carers)

In June 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Carer. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.  

Preparing to Establish Needs (Child's Needs Assessment)

In June 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Young Person. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Preparing to Carry out a Support Plan Review

In June 2024, text amends have been made to Section 5, Arranging the Review and Preparing the Carer. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Equality, Diversity and Human Rights

In June 2024, this new chapter was added to the Universal Procedures section.

Preparing to Establish the Needs of Young Carers

In June 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Understanding and Applying Eligibility Criteria (Carers)

In June 2024, minor text amends have been made to Section 3, Applying the Eligibility Criteria. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Arranging Support and Services

In June 2024, Section 9, Out of Area Services was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Introduction, Legal Requirements and Tools

In June 2024, text amends have been made to Section 3, The Purpose of any Assessment. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.

Section 117 Aftercare

In June 2024, a scope box has been added to top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter has also had a full legal review and additional information has been added in Section 5, Aftercare Planning and Assessment, around support to claim benefits in line with the findings of the ombudsman decision NHS Devon ICB (22 008 927b).

Preparing to Establish Needs

In June 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Person. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’. 

2023

December 2023

Section 117 Aftercare

In December 2023, Section 3, Ordinary Residence was updated to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.

Additionally, a link to the Community Mental Health Framework for Adults and Older Adults documents was added to section 9, Further Information.

Providing Information and Advice or Sharing Information (Emergency Duty)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person or Carer’.

Safeguarding Adults

In December 2023 referral links were updated.

Understanding the Mental Health Act 1983

In December 2023 this new chapter was added to the Mental Health Social Work section.

Recognising and Responding to Deprivations of Liberty

In December 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into the section ‘Applying to the Court’, adding information about the National Deprivation of Liberty Court and adding a new section ‘Challenging a DoLS Authorisation using Section 21A’. Section 2 ‘Identifying Deprivations of Liberty (ages 18 and over)’ and section 5 ‘Identifying and Responding to Deprivations of Liberty (ages 16 and 17) were both updated to provide greater clarity on state imputability.  

Providing Information about a Person or Carer

In December 2023, information about the Caldicott Principles was added.

Deprivation of Liberty Safeguards Procedure

In December 2023 this chapter has been reviewed and refreshed. This has included providing greater clarity on state imputability and adding Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted.

Community Mental Health Framework

In December 2023 this new chapter was added to the Mental Health Social Work section.

The Transition Plan

In December 2023, the government toolkit ‘Making Finance Decisions for Young People: Parent and Carer Toolkit’ was added to the list of tools to support the Transition Plan conversation.

Actions and Next Steps (STEPS)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Deputyship and Financial Affairs

In December 2023, this chapter was fully reviewed and refreshed.

Actions and Next Steps (Front Door)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

Ordinary Residence Procedure

In December 2023, Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed.

Deciding the Outcome of a Contact or Referral (Front Door)

In December 2023, the section ‘Ordinary Residence’ was reviewed and refreshed.

No Recourse to Public Funds (NRPF)

In December 2023, the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance.

Additionally, Section 11 was updated to include Shared Lives placements.

Monitoring Actions (STEPS)

In December 2023, Section 8, Reporting Concerns about a Service Provider was revised to better reflect the remit of the reablement team. 

Actions and Next Steps (Carers)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Carer’.

Contact and Referral Adult Care and Support Procedures (Mental Health Team)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Debt Respite Scheme (Breathing Spaces) Procedure

In December 2023, a new section was added ‘Final Demand Guide’. Updated in May 2023, the Final Demand Guide provides basic advice for health and social care workers, describing how they can practically help people with debt and mental health problems.

Deciding the Outcome of a Contact or Referral (Therapy Services)

In December 2023, the section ‘Ordinary Residence’ was reviewed and refreshed.

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Hospital Team)

Deciding the Outcome of a Contact or Referral (STEPS)

Deciding the Outcome of a Contact or Referral (Carers)

Actions and Next Steps (Hospital Team)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Actions and Next Steps (Therapy Services)

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Actions and Next Steps

In December 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

June 2023

CareCubed Procedure

In June 2023, this procedure was updated to reflect the fact that CareCubed no longer works on individual licenses.

Joint Packages of Health and Social Care

In June 2023, this chapter was fully reviewed and refreshed. A link to the new Section 117 Aftercare Procedure was also added into Section 1, Section 117.

NHS Continuing Healthcare Procedure

In June 2023, this chapter was fully reviewed and refreshed.

NHS-funded Nursing Care Procedure (FNC)

No Recourse to Public Funds (NRPF)

In June 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.

Section 117 Aftercare

In June 2023, this new chapter was added to the Mental Health Social Work Section. At the same time, the Care Programme Approach chapter was deleted as the CPA has been replaced by the Community Mental Health Framework.

End of Life Procedures and Practice Guidance

Section 10, Advance Care Planning was refreshed in June 2023 to include information about the Universal Principles of Advance Care Planning.