Brokerage

Brokerage2018-07-31T10:14:30+00:00

We provide a broad range of services to support the uptake and effective, efficient delivery of personal budgets and personal health budgets, including:

  • Support with financial planning and reporting, including use of our unique web-based portal  enabling individuals and commissioners to have real-time access to detailed budget spend
  • Identifying appropriate service provision – with a particular focus on creative solutions rather than defaulting to traditional, high-cost provision
  • Signposting and supporting individuals to make the most of community resources to help meet health, social care and wellbeing needs
  • Support in the recruitment, training and management of personal assistants (PAs), including payroll, insurance and HMRC requirements
  • Management of bank accounts for personal budget holders where required under a third party arrangement or Individual Service Fund (ISF)
  • Support with service provider performance issues, including personnel issues with PAs

We have also partnered with PCG Technology Solutions to provide industry leading web-based tools enabling people with personal budgets to self-manage their budget with ease.

Market Shaping
PERSONALISED CARE AND SUPPORT PLANNING
BROKERAGE
Measuring outcomes and efficiencies
Back office support

Ready to learn more? Let’s talk.

contact us