Personal budgets for special educational needs

Who can have a Personal Budget?

Parents of a child with an EHC plan, or a young person (16-25) with an EHC plan, can request a Personal Budget either during the drafting of an EHC plan or once the plan has been issued and is under review.

You do not need to have an EHC plan to get Personal Budgets for social and health care, but once you have an EHC plan, or one is being prepared, you can request budgets for all three areas of support. You must have an EHC plan to get a Personal Budget for special educational provision.

However, you do not have to have a Personal Budget.

The SEND Code of Practice says:

Local authorities must provide information on Personal Budgets as part of the Local Offer. This should include a policy on Personal Budgets that sets out a description of the services across education, health and social care that currently lend themselves to the use of Personal Budgets, how that funding will be made available, and clear and simple statements of eligibility criteria and the decision-making processes. 9.96

You can see the Rotherham Local Authority policy on Personal Budgets on the Local Offer website.

A young person with an EHC plan can ask for their own Personal Budget after the end of the school year in which they become 16.

Sometimes the local authority or the health authority may not agree to a Personal Budget. If the local authority refuses a personal budget for special educational provision it must tell you why. You cannot appeal to the Special Educational Needs and Disability Tribunal over this refusal.