Accessibility Tools

Support Planning and Brokerage

In this guide, we’ll cover all you need to know about support planning and brokerage. We’ll explain what they are and how they work. We’ll outline the benefits. And we will explain how to access them. By the end, you should know how support planning and brokerage can help you.

What is support planning and brokerage?

Support planning and brokerage put you in control of your care. Support planning is the process of making a support plan. This plan is tailored to you, based on your needs, goals, and budget. Brokerage is the practical side that makes the plan a reality. Brokerage helps you find, set up, and manage the right support for you. Together, they help you meet your needs and achieve your goals.

Example Scenario

Support Planning

Mary is an older woman with mobility issues. She takes part in a care assessment and is given a personal budget to support her needs. During the planning process, she shares what matters most to her. She says that she would like: 

  • Help with personal care

  • Help to continue attending local activities

  • To remain as independent as possible

Support Brokerage

A support broker works with Mary to find support that matches what’s important to her. They help her choose a local care agency that can provide a care worker. They will help with personal care in a comfortable and respectful way. The broker also finds a local volunteer group. They offer free transportation to community events. This will help Mary stay connected and enjoy the things she loves. 

The broker makes sure all the arrangements:

  • Fit within Mary’s personal budget

  • Help her meet her goals

If Mary’s needs or preferences change in the future, the broker will help make changes.

Who can access Support Planning and Brokerage?

Anyone can purchase these services from a provider like us. Some people get these services funded by the council. To get these services funded, you need to meet certain criteria. The council assesses this in a needs assessment.

Who provides support planning and brokerage?

Many different organisations offer these services. Including:

  • Charities and non-profits, like us!

  • Local Councils

  • Independent Brokers

  • Care Providers


Some organisations provide them together. While others offer one or another. 

We provide it all!

Do you want support planning and brokerage? Speak to our team today! We have options for people with and without support funding. Get in touch and start living life your way.

Support Planning

What is support planning?

To recap, support planning is the process of making a support plan. The plan outlines how a person’s support needs will be met within their budget. It is tailored to the person. It focuses on the actions the person can take to life live their way.

Key features of support planning

Support Brokerage

What is support brokerage?

To recap, brokerage makes the plan a reality. The “broker” is someone who acts on the person’s behalf to:

  • Source services/providers that suit the person.

  • Negotiate prices to fit within the person’s budget.

  • Organise the support to fit around the person’s life.

Key features of support brokerage

Benefits of support planning and brokerage

Personalised Support

You have a full say in designing your support. You can make sure it's suited to your unique needs and goals.

Choice and Control

You control how your care is delivered. The brokerage makes sure these choices are put into action.

Efficiency and Expertise

The broker will efficiently navigate the market. They will ensure the best value for your budget. And make the process of finding services easier for you.

Ongoing Flexibility

You plan and the services you use can be changed at anytime, for any reason.

How to get support planning and brokerage

Requesting a Needs Assessment

Planning and brokerage are given to people who have a personal budget. To get a personal budget, you need to have a needs assessment. To request a needs assessment, follow the link below and complete the form.

Contacting our team

No Budget? No problem! Our Support Specialists are here to help. Contact our team, or visit our page, to get started.

People with personal budgets…

People will get help to plan and set up their support after their assessment. If you want to make changes to your plan, or the support you’re getting, speak to your care team. They will be able to talk about the options available to you.

Explore other budget options...

Direct Payment Guide

Get full choice and control with a Direct Payment! You get the money directly into your bank account. And you take full control over arranging and paying for your own support.

Read More »

Home Care Guide

Use your budget to access domiciliary care. A professional will help with everyday tasks in your own home. This could be anything from cooking to personal care.

Read More »

Self-Directed Support

Contact Form

Name

Hospital Discharge

Self-Referral Form