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Personal budgets - benefits and disadvantages


Public, Staff, Students, Alumni, Academics

Speaker: Dr José-Luis Fernández - Deputy Director and Principal Research Fellow, Personal Social Services Research Unit (PSSRU), London School of Economics


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Personal budgets - benefits and disadvantages

The "personalisation" of social care services has received widespread support from social care stakeholders and political parties alike. However, there is only limited reliable evidence about the impact of "personalised" services on the costs and benefits of the health and social care system. The presentation will discuss some of the theoretical factors likely to mediate the cost-effectiveness of consumer-directed, social care services. It will then review the main findings from the national evaluation of the Individual Budgets pilots in England, the largest randomised controlled study of such services in the UK to date.

Dr Fernández is analysing variability in local provision of social care services in England, its causes and consequences on local equity and efficiency. He has also carried out extensive microeconomic analysis of equity and efficiency in the allocation of social and health services, in particular concentrating on the development of methodologies for the estimation of the impact of services on the users' welfare. As part of this strand of analysis, José-Luis was a member of the research team evaluating the national Individual Budgets pilots in England. José-Luis was part of the Wanless Social Care review team, which analysed future funding requirements for long term care for older people in England. He is currently providing support to the Dilnot Commission examining the future funding of social care services in England.

Selected recent publications:

Fernandez J-L., Forder J. (2011) Equity, efficiency, and financial risk of alternative arrangements for funding long-term care systems in an ageing society, Oxford Review of Economic Policy,  26, 4, 713 - 733.

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, 40,2, 257-74.

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,

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When & where

1.00pm - 2.15pmTuesday 14th June 2011

AG01 College Building City, University of London St John Street London EC1V 4PB United Kingdom