In today's world, many of us find ourselves providing care for a loved one. You might be looking after a family member, a friend, or a partner, and while you may not use the word "carer" to describe yourself, the support you provide on a regular basis is invaluable. But did you know about the support available? Local councils are there to help both the person you're caring for and you, the carer. To figure out what kind of assistance you might be eligible for, they conduct an evaluation known as a carer's assessment.
In this blog, we'll explore what a Carer's Assessment is and, most importantly, why it's a vital step for your own well-being and ability to continue providing care.
What is a Carer’s Assessment and What is its Purpose?
While the phrase ‘carer’s assessment’ might sound daunting, fret not. Your abilities as a carer are not being tested; instead, you’ll have the opportunity to talk to your local council about how caring is affecting your daily life as well as your physical and mental wellbeing. They will then be able to offer advice, as well as any support you may be entitled to.
Ultimately, a carer’s assessment is an opportunity to ensure your own wellbeing is being considered.
(It is different than the needs assessment for the person you care for, but you can ask to have them done at the same time.)
Am I Eligible for a Carers Assessment?
You are eligible for a carer’s assessment if you:
Are 18 years or older
Provide regular, unpaid care for someone. Your cared-for person does not need to be a family member.
Are not a professional carer or working in an official volunteering role.
Live in the UK (England, Scotland, Wales and Northern Ireland all provide services)
The type of and amount of care you can provide do not matter for a carer’s assessment, nor does your financial situation, as it is not means tested. Under the 2014 Care Act, local authorities are legally obliged to assess the needs of unpaid carers, so you are completely entitled to ask for one.
Is it Worth Having a Carer’s Assessment?
It's completely understandable to wonder if taking the time for an assessment is truly worth it, but the answer is yes.
A Carer's Assessment is more than just a formality; it's a crucial step for your own health and the long-term sustainability of your caring role. By undergoing an assessment, you can identify the specific support you need. This could include:
Respite care: People/organisations that can care for your loved one while you take a break
Stress relievers: Gym classes, support groups, in-home exercises
Benefits you’re eligible for
Charities that could assist
Practical advice: i.e. how to lift your cared for person safely.
This process is designed to prevent burnout, improve your overall well-being, and ensure you have access to services that can make a real difference in your daily life. Ultimately, investing in this assessment is an investment in yourself and your ability to continue caring effectively without compromising your own health.
Emma Libby, unpaid carer
What Happens During the Carers Assessment Process?
How Do I Initiate My Carer's Assessment?
Initiating your Carer's Assessment is a straightforward process, and there are several ways to do it.
Self-referral is the most common and encouraged pathway, meaning you can contact your local council's adult social care team directly.
Alternatively, a professional you're already in contact with, such as your GP, a social worker, or a representative from a charity, can refer you.
Before you make that initial contact, it's a good idea to think about the challenges you face in your caring role and what kind of support you feel would benefit you.
While a formal assessment doesn't require extensive documentation, having information about your daily routine and the impact of your caring responsibilities on your life can be helpful.
While timeframes can vary, councils aim to complete assessments promptly to ensure you receive support as soon as possible.
What Methods are Used for Carers' Assessments?
There are several different methods that your council might use to carry out a carer’s assessment. (And none are anything to panic about!)
Face-to-Face Assessment: This is the most common method, involving a trained assessor who meets with you to discuss your needs, strengths, and the impact of your caring role. This can often be combined with the assessment of the person you care for, if you both agree.
Telephone Assessment: Some councils offer this as a convenient option, particularly for reassessments or when your needs are less complex.
Online Assessment: This method may be used for individuals who prefer or are better able to communicate electronically, and is often suitable for less complex needs.
Supported Self-Assessment: Here, the local authority provides you with guidance and support to complete the assessment yourself, empowering you to take the lead.
Combined or Integrated Assessment: This streamlined approach assesses the needs of both you and the person you care for at the same time.
Delegated Assessment: In certain situations, the local authority may delegate the assessment to another qualified professional or organisation.
What is Involved in a Carer's Assessment?
The Carer's Assessment is a comprehensive discussion designed to paint a full picture of your life as a carer. The assessor will evaluate the specifics of your caring responsibilities, including the daily tasks you perform and the hours you spend providing care. A significant focus will be on the impact this has on your physical and mental wellbeing, helping to identify and prevent issues like "carer burnout." The assessment also looks at how your caring role affects other aspects of your life, such as your ability to work, pursue education, or engage in social and leisure activities. A key part of the conversation is to determine the long-term sustainability of your caring role and what support you might need to continue without compromising your health. Finally, it will also cover emergency planning, ensuring there's a plan in place for if you're ever unable to care for your loved one.
What Happens During a Carer’s Assessment?
Remember that a carer’s assessment is a conversation, not an interrogation. It's a safe space for you to be truthful about your experiences. During the assessment, you should expect the assessor to guide you through a series of questions designed to understand your role as a carer and how it affects every aspect of your life. This could include:
How caring affects both your mental and physical health
How it affects your work/if you are still able to work
How you feel about your caring role/if you want to continue
Plans for emergencies
Options for respite
Whether you feel comfortable carrying on as a carer.
While you may feel tempted to downplay any struggles, you must be as open and honest as possible; otherwise, you may miss out on full available support.
Can I Refuse a Carer's Assessment?
You are 100% within your rights to refuse a carer’s assessment. However, you may miss out on support.
What Support and Outcomes Can I Expect from a Carer's Assessment?
How is Eligibility for Support Determined After an Assessment?
After your assessment, the local council will determine your eligibility for support by applying the national eligibility criteria set out in the Care Act 2014. This is a three-stage test that considers:
Whether your needs arise because you are providing necessary care
Whether these needs have or are likely to hurt your physical or mental health, or if they prevent you from maintaining a home, working, or having social relationships.
Whether these effects have a "significant impact" on your overall well-being.
The council will then communicate its decision to you, outlining the reasons behind it and the services you may be entitled to, such as a personal budget or support from other organisations.
How is an Adult Carer Support Plan Developed, and What Types of Support are Available?
The local council will work with you to develop a personalised adult carer support plan. This plan is tailored to your specific needs and can include:
Respite care options: Services and charities that offer you a crucial break from your caring duties
Extra support: such as help with household tasks or the provision of equipment to make caring easier.
Financial assistance and benefits advice: They will include information on claiming Carer's Allowance or applying for grants. (Grants will vary depending on your local council.)
Training for carers
Emotional support and counseling: This can range from support groups to exercise classes
Referral to specialist organisations to help you sustain your caring role and improve your overall well-being.
Carefree Breaks: A Vital Complement to Support Identified Through Your Assessment

While a Carer's Assessment is a crucial step in unlocking official support, true rest often comes from a complete change of scenery. This is where Carefree steps in, offering a hotel break to complement your personalised support plan.
A couple of days away with a partner or a friend can work wonders. It may seem like a small thing, but even a little time away from your 24/7 responsibilities can make a huge difference. Read a book, go for a walk, or simply catch up on some sleep. Whatever you choose to do, you’ll return home with a whole new outlook on things, refreshed and rejuvenated.
How does it work?

Every week, there are over 1 million vacant hotel rooms in the UK. We utilise some of these for 1-2 night stays for unpaid carers. The process is simple:
You’ll need to provide proof of identity and your caring status. Upload documents, or nominate someone as a referee.
Browse break opportunities from anywhere in the UK!
Select one, wait for your confirmation, and get ready for your staycation!
Find out exactly how to sign up here
88% of our carers say that they would never have been able to take a break without us and 86% felt more able to cope with their caring role after a Carefree break!
“When I’m on a break, I’m like the real Rowan. Carefree and just living life” - Rowan, who cares for his Mum.
“Going away has really boosted my energy and mental health. I returned to another crisis but I was able to hit the ground running and pick up my responsibilities with cheerfulness.” - Collen, who stayed at St Giles Hotel
Ready for a break? Take the first step towards recharging your batteries and rediscovering yourself.

FAQs about Carer’s Assessment
How do I get a carer's assessment?
Contact your local council, ask for adult social services, and ask for a carer’s assessment. They will ask which format would work best for you i.e. in-person, over the phone etc.What happens during a carer’s assessment?
During a carer’s assessment, you will be asked to describe your caring responsibilities and how this is impacting your physical and mental wellbeing. Remember to be completely honest so you can access the full support available.What questions are asked in a care assessment?
Common questions asked during a carer’s assessment will be about how your caring responsibilities affect your emotional wellbeing and physical health, how you feel about caring, if you wish to continue, your financial situation, and what sort of help you think you need.How much is a carer's assessment?
Carer’s assessments are free in the UK.Can I refuse a carer's assessment?
It is your legal right to refuse an assessment, but you may miss out on support available from your local authority.What types of support are available after an assessment?
Depending on your local authority, there will be different types of support available. The assessor will offer help with benefits and grants, suggest training you may need and supply information on local support groups and charities in the area.