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Hayfield
staff will try to encourage service users to have a savings plan.
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It
is acknowledged that service users may need encouragement with their savings
plan.
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Service
users should be encouraged to open their own bank accounts whenever
possible.
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When
service users are able to manage their finances without help, staff should
encourage this.
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Staff
may assist service users to maintain a temporary repository for small sums
prior to banking, or for personal use.
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Staff
will maintain accurate individual records of all service user transactions,
both deposits and withdrawals, using the Cash Book.
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Service
Users and staff will be required to sign the Cash Book against all deposits
and withdrawals.
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Finance
records will be retained by staff, available to service users on request.
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Money
must not be deposited or withdrawn from a service user’s savings without
their agreement.
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Service
users will be asked to provide receipts for all personal purchases, for the
purposes of accurate records.
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The
savings and financial records of each service user will be checked every
month by a senior member of staff, who will countersign each record book as
confirmation of all transactions and balances.
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Any
concerns or queries should be raised immediately with a line manager or the
Director.
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All
bank books will be kept in a safe in Day Care Manager’s office.
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Staff
acknowledge their responsibility in these procedures.
