Advice and assistance and the assessment of financial eligibility

Finding the correct eligibility limits: updates and the keycard

The limits of disposable income and disposable capital are specified in regulations and normally up-rated each year. You must determine whether your client is eligible and whether a contribution is due.

To help you assess eligibility, you should refer to the guidance on declaration and financial verification.

Advice and assistance and the collection of contributions

The contribution payable is based on your client’s disposable income.

You can decide whether or not to collect the contribution, this is not paid to us. You may ask for it in one payment or by instalments, or forgo it. If you put in a claim for payment of fees and outlays out of the Fund, we will deduct the contribution from your account regardless of whether you actually collected it.

If you move into standard advice and assistance, your client will have to pay any contribution due according to the scale of contributions. However, they only pay the balance between any amount they have paid for the diagnostic interview and the amount payable for the standard advice and assistance.

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