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Impact Guru

Financial Protection and Service User Funds Policy | CQC-Ready & Fully Editable

Financial Protection and Service User Funds Policy | CQC-Ready & Fully Editable

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Financial Protection and Service User Funds Policy | CQC-Ready & Fully Editable


This editable policy sets out how your service protects service users’ money, supports them with financial matters, and prevents financial abuse. It supports Regulation 13 (Safeguarding), the Care Act 2014, and Mental Capacity Act responsibilities.

✅ Suitable For:

  • Supported living and domiciliary care providers
  • All client groups — learning disabilities, older people, mental health, physical disabilities

📌 Covers:

  • Financial decision-making, capacity, and consent
  • Clear rules for holding or supporting with service user money
  • Receipts, records, and double-signature procedures
  • Preventing financial abuse and whistleblowing
  • Staff responsibilities and management oversight

🛡️ Making Safeguarding Personal

This policy promotes safe, ethical support with money and respects people’s rights to independence, control, and choice — while putting safeguards in place to prevent exploitation.

📂 What's Included:

  • Fully editable Word document (.docx)
  • 2.5+ pages of detailed, CQC-aligned procedures
  • Clear structure consistent with other Impact Guru policies

💡 Why This Policy?

Regulators expect robust systems for protecting service user funds. This policy shows that your service understands financial safeguarding, capacity law, and best interest principles.

Browse all policy templates or get in touch for support.


📦 Looking for Better Value?

Save time and money with our Complete Policy Template Bundle — 22 editable, CQC-aligned policies designed to strengthen compliance, governance, and your tender submissions.

  • ✅ Fully editable Word documents
  • ✅ CQC-ready and aligned to key regulations
  • ✅ Professional, practical, and inspection-focused

👉 View the Full 22 Policy Bundle Here

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