National Evaluation of Individual Budgets (IBSEN)

Individual budgets were piloted as a new way of providing support for older people, disabled adults and adults with mental health problems eligibile for publicly funded social care.  Individual budgets (IBs) are intended to provide greater clarity about the resources available for support and more flexibilty, choice and control over how needs are met.  IBs were designed to bring together the resources from several funding streams for which an individual is eligible; these were to be used flexibly according to individual priorities and desired outcomes.

The Department of Health established IB pilots in 13 English local authorities, running from November 2005 to December 2007, and commissioned a national evaluation.  This was undertaken by staff from the five social care research units receiving support from the Department of Health:

  • PSSRU at the University of Manchester
  • PSSRU at the London School of Economics and Political Science
  • PSSRU at the University of Kent
  • Social Policy Research Unit at the University of York
  • Social Care Workforce Research Unit at King's College London

Research Summary

Final Reports

Publications

Glendinning C, Challis DJ, Fernandez J. L, Jones K, Knapp M, Manthorpe J, Netten A, Stevens M, Wilberforce M. (2007). Evaluating the Individual Budget Pilots. Journal of Care Services Management, 1, 123-128.

Manthorpe J, Stevens M., Challis DJ, Netten A, Glendinning C, Knapp M., Wilberforce M, Jacobs SR, Jones K, Moran N, and Fernandez J-L (2008). Individual budget projects come under the microscope. Mental Health Today, Jan, 22-26.

Manthorpe, J, Stevens, M, Rapaport, J, Harris, J, Jacobs, SR, Challis, DJ, Netten, A, Knapp, M, Wilberforce, M, Glendinning, C. (2008). Safeguarding and system change: early perceptions of the implications for adult protection services of the English Individual Budgets pilots - a qualitative study. British Journal of Social Work.

Manthorpe, J, Jacobs, SR, Rapaport, J, Challis, DJ, Netten, A, Glendinning, C, Stevens, M, Wilberforce, M, Knapp, M, Harris, J. (2008). Training for change: early days of individual budgets and the implications for social work and care management practice: A qualitative study of the views of trainers. British Journal of Social Work.

Manthorpe J, Stevens M, Rapaport J, Jacobs SR, Challis DJ, Wilberforce M, Netten A, Knapp M, Glendinning C. (2010). Gearing Up for Personalisation:Training Activities Commissioned in the English Pilot Individual Budgets Sites 2006-2008. Social Work Education, 29(3), 319-331.

Baxter K, Wilberforce M, and Glendinning C (2011). Personal budgets and the workforce implications for social care providers: expectations and early experiences. Social Policy & Society, 10(1), 55-65.

Glendinning C, Moran N, Challis D, Fernández J-L, Jacobs S, Jones K, Knapp M, Manthorpe J, Netten A, Stevens M, and Wilberforce M (2011). Personalisation and Partnership: Competing Objectives in English Adult Social Care? The Individual Budget Pilot Projects and the NHS. Social Policy & Society, 10(2), 151-162.

Jacobs S, Abell J, Stevens M, Wilberforce M, Challis D, Manthorpe J, Fernandez J-L, Glendinning C, Jones K, Knapp M, Moran N, and Netten A (2011). The personalization of care services and the early impact on staff activity patterns. 

Moran N, Glendinning C, Stevens M, Manthorpe J, Jacobs S, Wilberforce M, Knapp M, Challis D, Fernandez J-L, Jones K, and Netten A (2011). Joining up government by integrating funding streams? The experiences of the Individual Budget pilot projects for older and disabled people in England. International Journal of Public Administration, 34(4), 232-243.

Stevens M, Glendinning C, Jacobs S, Moran N, Challis D, Manthorpe J, Fernandez J-L, Jones K, Knapp M, Netten A, and Wilberforce M (2011). Assessing the Role of Increasing Choice in English Social Care Services. Journal of Social Policy, 40, 257-274.

Wilberforce M, Glendinning C, Challis D, Fernandez J-L, Jacobs S, Jones K, Knapp M, Manthorpe J, Moran N, Netten A, and Stevens M (2011). Implementing Consumer Choice in Long-term Care: The Impact of Individual Budgets on Social Care Providers in England. Social Policy & Administration, 45(5), 593-612.

Netten A, Jones K, Knapp M, Fernandez J-L, Challis D, Glendinning C, Jacobs S, Manthorpe J, Moran N, Stevens M, and Wilberforce M (2012). Personalisation through Individual Budgets: Does It Work and for Whom? British Journal of Social Work, 42, 1556-1573.

Jones K, Netten A, Fernández J-L, Knapp M, Challis D, Glendinning C, Jacobs S, Manthorpe J, Moran N, Stevens M, and  Wilberforce M (2012). The impact of individual budgets on the targeting of support: findings from a national evaluation of pilot projects in England. Public Money and Management, 32(6), 417-424.

Moran K, Glendinning C, Wilberforce M, Stevens M, Netten A, Jones K, Manthorpe J, Knapp M, Fernández J-L, Challis D, and Jacobs S. (2012). Older people’s experiences of cash-for-care schemes: evidence from the English Individual Budget pilot projects. Ageing & Society33(05), 826-851.

Wilberforce M, Baxter K, and Glendinning C (2012). Efficiency, choice and control in social care commissioning. Public Money and Management, 32(4), 249-256.

Wilberforce M, Jacobs S, Challis D, Manthorpe M, Jasper R, Fernandez J-L, Glendinning C, Jones K, Knapp M, Moran N, and Netten A (2012). Revisiting the causes of stress in social work: Sources of job demands, controls and support in personalised adult social care. British Journal of Social Work, doi: 10.1093/bjsw/bcs166.

Jacobs S, Abell J, Stevens M, Wilberforce M, Challis D, Manthorpe J, Fernandez J-L, Glendinning C, Jones K, Knapp M, Moran N, and Netten A (2013). The personalisation of care services and the early impact on staff activity patterns. Journal of Social Work, 13(2), 141-163.

Conference: Evaluation of Individual Budgets: Messages for Policy and Practice Conference

3 February 2009
Bridgewater Hall, Manchester

Conference slides

PSSRU Project Team

David Challis, Professor of Community Care Research and Mark Wilberforce, Research Fellow