Transcript Document

Personal budgets for older people: a summary of
progress and issues
John Woolham
Structure
1.
2.
3.
4.
Objectives and methods
Progress to date
Issues
Emerging findings (focusing on early postal survey results)
1. Objectives
• Are personal budgets always the best way of delivering
personalised social care services to older people (75+) and if not,
might alternative ways of delivering care & support work better for
some?
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Are problems in use of personal budgets by older people recognised by CASSRs
How CASSRs are addressing identified problems / obstacles to addressing these
What criteria do CASSRs use to assess success in achieving personalised care for
older people
Explore with older people, unpaid carers and CASSR staff
• Experiences of personal budgets and personalisation
• Views of pros and cons of personal budget ownership
• Perceptions as to whether personal budgets have led to more
personalisation/better outcomes
1. Methods
Mixed method approach
• Single telephone interview with head of personalisation or equivalent in 36
CASSRs (extended subsequently to 76)
Postal survey questionnaires to
• 250 Direct Payment users and 250 ‘managed personal budget’ users in three
host CASSRs (1500 in total)
• 250 Carers of DP user and 250 ‘managed personal budget’ users in same three
CASSRs (1500 total)
• Self selected follow up interviews with 8 DP users and 8 carers of DP users in
each of the three sites
• Interviews with 8 operational staff responsible for implementing DP/PB in the
three host sites.
2. Where we’ve got to
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Interviews with senior managers now completed and transcribed
Quantitative data collection underway in three host sites
Site 1
Site 2
Site 3
TOTALS
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Personal budget user survey
Start date – end date
Response rates (after exclusions)
DP group
PB group
Overall
Jan 13 – Mar 13
99 (45.4%)
49 (21.7%)
148 (33.4%)
Feb 13 – Apr 13
52 (21.8%)
29 (12.3%)
81 (17.1%)
Mar 13 – May 13
87 (35.9%)
16 (16.1%)
103 (30.2%)
243 (33.1%)
94 (16.8%)
337 (26.9%)
7 service user interviews, 8 carer interviews and 8 staff interviews completed
Aim is for data collection to be completed by mid August.
3. Issues (a) approvals
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University
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SCREC
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Straightforward though time
consuming
ADASS
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Precursor to SCREC
Approval sought after SCREC
favourable opinion. Approval not
obtained, then obtained.
CASSR
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Many CASSRs wanted their REC
paperwork completed
Host authorities were mostly content
to accept the currency of the SCREC
review.
3. Issues (b) finding host sites
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Most CASSRs happy to agree to the single
interview (a handful were not as ADASS
approval not obtained until later)
Subsequently 20+ CASSRs were approached
formally by letter and invited to host the
study
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Many did not bother to reply
One Director agreed but a member of his SMT had
other ideas...
One site insisted on a further ethics application but
then senior managers rejected the request
A number of CASSRs felt they weren’t appropriate
sites: self funding.
Resource issues a key problem
3. Issues (c) working with local authorities
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Telephone interviews with senior staff:
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Not always easy to identify the right person
Not always easy to get them to the ‘phone
Operational issues sometimes intrude (interviews a & b)!
Postal surveys
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Accurate identification of eligible people (e.g. capacity to take part)
Accuracy of local authority dataset (deaths, in care, in hospital)
Control over the response (one CASSR)
Ability to sort data for mail merge (one CASSR)
Time pressures (all CASSRs)
Other surveys (DH user experience, statutory returns, in house customer
evaluations etc)
Size of samples for the different groups
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Less than 250 DP users
Low numbers of carers identifiable
3. Issues (c) working with local authorities
Poor response rates to postal surveys
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Overall response rate 33% in one local authority following 1 mail
shot and 2 reminders. Response rates in other authorities to date
not encouraging. Reasons?
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Many with a ‘managed budget’ did not know that this was the arrangement
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Most respondents needed help (from a carer) to give their answers: this may or
may not affect response rates to carers survey (data coming in at the time of this
presentation)
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Consultation fatigue may be becoming an increasing issue: fewer service users
nationally, much more research (and research like) activity, locally and nationally.
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Wanted to seek additional sites to increase overall size of the dataset: approached
three additional CASSRs who were initially interested - now have no time left.
4. Emerging findings
Most quantitative data from 2 host sites now entered into SPSS.
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Emerging findings suggest Direct Payment users have better outcomes than
Managed Personal Budget users on range of variables. Findings reported
below are statistically significant.
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Compared with managed budget users, DP users
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Were more likely to say they had enough information to enable them to choose
care and support that was right for them
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Were much more likely to say they felt in control of what paid carers did
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Were more likely to feel paid carers listened and learned from what they said to
them
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Were more likely to feel they had enough choice about services and support to buy
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Found it easier to make changes to the timing of services, and tasks carried out
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Were more likely to feel they could choose when they ate and went to bed
4. Emerging findings
Some findings to date have been more ambiguous. For example,
compared to managed budget users, DP users:
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Were a little less likely to feel the support plan was based on their ideas and wishes.
(Isn’t a DP supposed to confer more control?)
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Were much more likely to say it was difficult to get information about local services
to put into the support plan (could be that the MB group had less need for
information?)
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Were more likely to say it had been easy to contact the right person to sort out any
problems with the budget (but managed budget users were more likely to feel they’d
not had any problems)
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Were more likely to feel it was easy to keep up to date with paperwork (but were
more likely to say there was someone to help them with this)
There were also still quite a few DP users who said they couldn’t exercise full control
over when basic self care activities happened. (If people can’t bathe, eat and got to bed
what might this mean for other areas of the person’s life?)
4. Emerging findings
Cautions
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Many managed budget users didn’t know their budget was being managed
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A third of DP users didn’t know how much money was in their budget
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Most people taking part in the survey had help from others in completing the survey:
in 30% of cases (both groups) someone else entirely answered the questions.
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Some evidence that the ‘managed budget’ group are more frail and dependent
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DP users were more likely to decide to have a DP because they weren’t happy with
previous services or support
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Many from both groups felt they didn’t have a choice about not having a PB
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Not all data is in yet
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Data presented above are subjective responses to individual self-report questions:
scales: (ASCOT, Perceived Stress and EQ5D) not yet analysed and may be a better
guide to outcomes for the two groups.