ISF Documents

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Self Directed Futures tell us that,

"An Individual Service Fund (ISF) is a personal budget that is held by an organisation (or micro provider) which has been nominated by or on behalf of the person and can be used to meet some or all of the outcomes that have been identified as part of a Care Act assessment as directed by the person (or their circle of support).

It’s an internal system of accounting within a service provider organisation that makes the personal budget (the weekly money from a local authority for a person or carers’ support) completely transparent to the individual or family. This helps provide for much more flexible support arrangements that can evolve quickly and easily over time as needs change.

An ISF is not a contract, it is an arrangement, developed by a service provider, to make itself more answerable to the person, as part of providing more flexible support to them. The approach helps with making best use of someone’s available budget. Instead of being accountable only to the council, an ISF provider organisation is directly accountable to the person and their family, and this includes ensuring they regularly report back on how the available budget is being spent."

As ever: The idea is that you download the documents that look suitable for you, then change them so they fit what you need. You can always email us at [email protected] with your version and we'll add it.

We do not claim to be legal experts, we are people that run Personal Health Budgets (PHBs) for ourselves or for a close family members. As such this wiki is to be viewed as a platform where we (and you!) can make documents publicly available for others to view and make use of them. More on our Disclaimers page here.

Here is an Easy Read template for an ISF.

Click here to download.


Here is an Easy Read set of instructions for an ISF.

Click here to download.


Here is an Easy Read example for an ISF.

Click here to download.