Ann Macfarlane OBE

Ann Macfarlane OBE

Monday 3 June 2013

Personal Budgets in residential settings

I am an Expert-by-Experience and undertake inspections with Care Quality Commission (CQC) inspectors. Inspectors have a duty to ensure that all medical and social care facilities and services meet a set of mandatory regulations that focus on Standards.

I usually accompany inspectors who inspect residential, nursing home and hospice settings and all visits are unannounced.  The buildings, environments, together with the services that people may need and receive, may vary greatly. For example, some homes offer en suite facilities and single and double bedrooms, others either no or just one or two en suite rooms and only single occupancy. The services, too, vary and the choices people can make may rest on how much they can afford to pay, the home's location, their network in terms of relations and friends. Where relatives live and how much control they have over a person's ability to control their own lives, particularly in terms of their financial position, can make a significant difference to where they will reside and what services and support they can expect.

On inspections I am charged and want to focus on the quality of peoples' lives within these settings. As a disabled person, people are generally pleased to communicate with me because they recognise I may have some understanding related to their experience. One of the main topics of conversation is around ordinary, day-to-day living and how it has changed for them. Tasks, such as the ability to make decisions and act upon them spontaneously, include buying and writing greetings cards, making a telephone call, sorting and hanging clothes in their wardrobe, changing their mind over what to eat for lunch or eating an additional snack. Repeatedly people say they feel 'imprisoned' because they cannot go out through the front door without assistance and days can go by without feeling fresh air on their skin or being in touch with nature. People say they feel isolated from family and friends and from their local community, enjoying leisure activities they once enjoyed and even having the services from a familiar GP.

In some residential settings much emphasis is placed on 'person-centred' care, support and activities and emphasis put on equality of opportunity and integration. For many people, this approach remains a pipe dream. This is where personal budgets could significantly change peoples' lives and experiences within these settings. A part of the fee that people pay, usually on a monthly basis, could be retained by the individual or relative to support a 'person-centred' approach to daily living. If personal budgets are part of the information given to people as they make life-changing decisions, then it could make a huge difference to people who either opt to go into a residential setting or for whom this is the only way in which they can be adequately supported. People living in their own home in the community and who need support have a right, following a community care assessment, to be provided with information on a personal budget. So, irrespective of where a person lives, a personal budget should be offered. A personal budget enables people to purchase equipment, services or personal assistance to enable them to live life in the way they choose.

Personal health budgets are also becoming available which will enable people to buy an additional range of health and social care services.  Personal health budgets are being piloted in parts of the country and it is hoped that will soon be available to all in the same way people access personal budgets.


Ann Macfarlane OBE
Disability Equality and Independent Living Consultant

About Ann MacfarlaneOBE

Ann became a trustee at the Social Care Institute for Excellence in 2007. Ann, a wheelchair user, is a leading Disability Rights and Equalities Consultant, focusing on health and social care as it affects disabled adults, irrespective of age. She specialises in Independent Living, Direct Payments and Personal Budgets, and has been involved in the UK disabled peoples' movement for many years. Ann is an 'expert by experience' for the Care Quality Commission, and works with the Department of Health, the NHS and other national Organisations. She is recognised in her community and is a member of the Local Authority's Safeguarding Board, chair of their Users Adults at Risk Group and the local Patient-Wide Forum. She is Patron of Kingston Centre for Independent Living. Ann has lectured worldwide on health and social care. Ann received her MBE in 1992, and an OBE in the Queen’s Birthday Honours in 2009. She was also awarded a Paul Harris Fellowship. Ann has particular responsibilities in her local United Reformed Church and enjoys photography, travel, art and gardens.