DIRECT PAYMENTS
Setting up a direct payment account
ILBP creates and manages direct payment accounts that make it easier for clients, families and local authorities to run care packages safely and transparently.
From gathering the initial information to making the first payments, we follow a clear, step by step process so everyone understands how the account will work from day one.
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How we set up a direct payment with ILBP
Our setup process is designed to be straightforward for clients and referrers, while making sure the account is compliant and ready for audit from the start.
Step 1
Referral & information
Referral received from the local authority or NHS team.
Key documents and care package details gathered.
Discussion about the best account type for the individual.
Step 2
Account opening
ILBP completes account opening paperwork and verification.
Direct payment funds routed into the new account.
Payment rules agreed for providers, PAs and one off spends.
Step 3
First payments & review
Initial payments made to providers and/or personal assistants.
Clients and families shown how spending and balances are recorded.
Early review to make sure the account is working as planned.
What local authorities and NHS teams can expect
Commissioning and finance teams need confidence that direct payments are being used as intended and that records will stand up to scrutiny. Our setup model is built with this in mind.
Clear documentation of how the account is structured and who can authorise payments.
Agreed schedules for regular provider payments and contingency funds.
Reporting that aligns with your audit and reviewing requirements.
Named contacts who understand your local policies and processes.
What clients and families can expect
We aim to make the financial side of a direct payment as simple as possible so that the focus can stay on arranging the right care and support.
A straightforward explanation of how the account will work and what ILBP will do on your behalf.
Help to set up payments to providers, agencies or personal assistants.
Support with keeping receipts and records where these are needed.
Reassurance that money is being used in line with the agreed care plan.
Audit ready from the first payment
Because we set up accounts with audit requirements in mind, it is easier for everyone to provide information when reviews or financial checks are due.
Clear separation of direct payment funds from other money.
Transaction histories that link spending to the care package.
Simple summaries that can be shared with reviewing officers and auditors.
Why use a managed direct payment account?
Reduces admin for clients, families and professional teams.
Helps prevent missed invoices, overpayments and unplanned debt.
Builds in structure so reviews and audits are easier to manage.
Case studies
Examples of how managed direct payment accounts support people to get the right care in a flexible, accountable way.
No published case studies in this category yet.