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Elderly parents

Care home funding ( Scotland)

5 replies

Castlecould · 12/01/2026 18:44

Hi all

My mum has Alzheimers and I think we are rapidly heading to the stage where care outside of the home should at least be discussed and researched as I think it’s likely this will be required in the next couple of years.
I’ve bookmarked some sites and information to read through for when I can, but can someone help with a basic outline of care home funding and income taken into account in Scotland?
My mum receives PADP and has some joint savings with my dad ( not sure how much) No private pension but she receives a state pension. My dad has a decent private pension, can this be included in her income assessment? I’ve also read that joint savings could be split into separate individual accounts before completing the financial assessment but not sure how my dad will feel about this. And regarding their home, as my dad will still be living there this is completely disregarded, is this correct?
I am assuming there is likely to be a gap in how much funding the local authority will provide to the cost of the care home that my dad will have to fund from his pension/savings. I appreciate this is probably very individual but are we talking hundreds of pounds a week being likely here?
Thanks for anyone taking the time to reply. Any websites that may be useful would be great too.

OP posts:
rickyrickygrimes · 13/01/2026 06:08

In short, your mums care costs are her responsibility and no one else’s.

her assets will include:
Half the value of their property, if owned jointly - but if your dad continues to live there it’s not taken into account. I have to say that my MIL jointly owned a property with FIL, and no charge or anything was set on it when she went into care. She was in nursing care for 4.5 years at £7000 a month, but they never came after the house as an asset either before or after her death. If FIL had died, and the house sold, they would have taken the money then, but that didn’t happen. I’m not sure if this is a Scottish thing, but we didn’t rock the boat to ask!
Half the value of any joint accounts or investments. If your dad is going to ‘reorganise’ anything in this respect, he needs to be aware that he may be asked to explain this during the financial assessment It does make things easier to manage if you set up a separate account, and redirect her pensions into them. Your dad will essentially be living on his own, so all direct debits and bills etc should stay linked with his account (don’t forget to change the joint account to single).

there are two factors taken into account when deciding who pays for care.

  1. Financial assessment confirms that she has assets more than £23,500
  2. whether a care assessment by social services has confirmed that residential / nursing care is the only option to keep her safe / cared for.

1 yes, 2 no - she can choose to go into care and will self fund. If her money runs out, social services will need to agree to continue to fund her, by doing a care assessment.

1 no, 2 yes - social services will meet the cost of care. I can’t tell you if it works like this everywhere in Scotland but my FIL basically ran up the nearest private care home that provided nursing care, found a space, council agreed to pay.. MIL’s tiny pension was taken as well, but £500 a month was pretty paltry compared to care costs of nearly £7,000 a month 🙄. She was left something like £23 a week to buy shampoo, pay for haircuts, chiropody etc.

1-yes, 2 yes - as per the first answer except she’s kind of preapproved for the council to step in when her own money runs out.

That’s how it worked for my PIL anyway, in Edinburgh. FIL didn’t pay anything, council paid everything once it was agreed this was the only option, family had the freedom to choose which home she went into, no one paid any top ups but MIL own pension went to the care fees.

It would have been much trickier if it had been FIL going into care. His assets on paper were much bigger than hers and he has a very good pension. She would have needed some of that to live on, it couldn’t all go on care fees.

rickyrickygrimes · 13/01/2026 06:21

Other things to look at

POA - if you don’t already have it set up, do it before she loses capacity.

Wills - home ownership. PIL changed from joint to tenants in common when it became clear that MIL was heading into care. This meant that they could revise their wills to leave their own half of the house direct to their children, rather than it going to the spouse and being swallowed up in care fees. Again this has to be done when your mum still has capacity.

rickyrickygrimes · 13/01/2026 06:57

On the question of top ups, all I can say is this didn’t happen to PIL. I think this situation occurs when social services says they will pay £X amount and the family is left to shop around for care homes. If they want one that will charge more than £X, then the money has to come from somewhere 🤷‍♀️. For PIL in Edinburgh, as soon as ss confirmed MIL needed nursing care, FIL was given a list of homes to ring round. The private one closest to him had a space and she was in, as made all the financial arrangements and told MIL (well her attorney) how much she was expected to pay from her pension. FIL wasn’t expected to pay anything and there was no mention of top ups.

Castlecould · 13/01/2026 19:25

Thank you so much both, especially @rickyrickygrimes with such a detailed response which answered all of my questions. I plan to sit down with my dad soon to discuss further. We have POA in place thankfully but lots more to think about

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