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Policies- Referrals, When Acting & GDPR

Referrals & When Acting


  • The Referral Procedure- Overview                                                                                

  • Important Information Needed                                                                                                         

  • Teamwork and an important note                                                                                                   

  • The Role of An Appointee                                                                                                

  • Appointee Legal Authorities                                                                                                             

  • Access to Benefits Funds                                                                                 

  • Inbound Contact Policy                                                                                     

  • Abusive Behaviour Policy                                                                                                 

  • Financial Information, Client Privacy and Data Protection                                         

  • Financial Information, Financial Assessments for Care Contributions    

  • Spending Money- Budgeting and Forward Planning                                

  • Spending Money- Additional Money Requests                                                            

  • Third Party Purchase Requests                                                                                      

  • Client Visiting                                                                                                                                      

  • Service Costs                                                                      

  • Relinquishment


Please refer to the relevant button to download a copy of our Policies document.




General Data Protection & Website Privacy Policies


  • Introduction

  • The Data Protection Principles

  • Lawful, Fair, and Transparent Data

  • Processed for Specified, Explicit and Legitimate

  • Adequate, Relevant and Limited Data Processing

  • Accuracy of Data and Keeping Data Up To

  • Timely Processing

  • Secure Processing

  • Accountability

  • Privacy Impact Assessments

  • The Rights of Data Subjects

  • Keeping Data Subjects Informed

  • Data Subject Access

  • Rectification of Personal

  • Erasure of Personal Data

  • Restriction of Personal Data Processing

  • Data Portability

  • Objections to Personal Data Processing Data

  • Automated Decision-Making

  • Profiling Where the Company uses personal data for profiling purposes

  • Personal Data

  • Data Protection Measures

  • Organisational Measures

  • Data Breach

  • Implementation of Policy


Please refer to the relevant button to download a copy of our Policies document.

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