Keeping records

It is important you keep good financial records as we regularly carryout direct payment reviews and may ask for:

• invoices
• payroll summaries
• receipts

Your direct payment bank account allows you to upload documents to help you maintain good financial records.

When a review is carried out we will contact you with the outcome.

Your funds must be used to purchase the services that we've agreed are required for your care and support needs. Any misuse of funds will need to be paid back.

Keeping track of your income and spending helps protect:

• you
• the money you use to buy your care and support
• the people you pay to provide your care

You should also keep a copy of your support plan, your social worker will be able to give you a copy.

How long to keep financial records

All supporting documents relating to the direct payment and the support provision need to be kept for at least three complete financial years from the date of the payment.