Personal budgets for special educational needs

A personal budget is an amount of money identified to pay for support specified in the education health and care plan.  Parents or the young person who have requested a personal budget are involved in securing the provision.

What is a personal budget?

Personal budgets should reflect the holistic nature of an Education, Health and Care Plan and can include funding for:

  • special educational provision

  • health provision, and

  • social care provision.

The personal budget should be designed and focused to

  • secure the provision agreed in the Education, Health and Care Plan and

  • the outcomes specified in the Education, Health and Care Plan.
When can I request a personal budget?

Parents or the young person have a right to request a personal budget:

  • when the local authority has completed an education health and care needs assessment and confirmed that it will prepare an Education, Health and Care Plan.

  • during a statutory review of an existing Education, Health and Care Plan.

Personal Budgets are optional for parents or the young person but local authorities are under a duty to prepare a budget when requested.

Where can I find more information?

See our Personal Budget and Direct Payments Policy for more information on

  • personal budgets & what they could be used for; 
  • direct payments
  • eligibility criteria
  • reviewing or appealing a personal budget or direct payment
  • quality assurance.

Any questions should be discussed with your SEND Key Worker. SENDIASS can provide you with impartial information, advice and support.


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