We’ll always have your loved one’s best interests at the heart of every decision we make. The money is for them, after all. We’re just here to manage and
protect
Protect means keeping someone or something safe.
it – and support them to access it when they need it.
Every trust is different
Every trust is different. But for each one we consider things like how old the person is, the size of the trust, and if there’s likely to be more money coming into the trust during their lifetime. Then we calculate how much is a sustainable amount to spend from that trust each year. We also review your ‘letter of wishes’ to help inform our decisions about what they money should be used for.
The team can approve requests for money up to a
certain
Certain means you are sure about something.
amount. For larger amounts or unusual requests, we involve our board, which includes people with expertise in health and social care, social work, trusts and investments, as well as lived
experience
Experience is when you have learned or tried something before.
of
learning disability
A learning disability is to do with the way someone's brain works. It makes it harder for someone to learn, understand or do things.
. They review the request in detail and decide what to do, keeping your wishes in mind and your loved one’s interests at heart.