Moving and Handling Risk Assessment

A person-specific moving and handling assessment and plan, with transfer-by-transfer instructions, equipment and sling records, and LOLER examination tracking.

Editable Word document
8
10pages
Guidance notes included
aml consultancy solutions

Care providers

Moving and Handling Risk Assessment

About this document

What it’s for

A detailed assessment of the moving and handling needs of one person you support, using the TILE(O) approach adapted for people handling. It produces a clear plan for each transfer, records the equipment, slings and number of staff needed, and tracks the LOLER thorough examinations and pre-use checks that lifting equipment needs.

When to use it

  • Before care starts, as part of the initial assessment
  • Whenever the person’s mobility, weight, health or equipment changes, and after any fall
  • At each care plan review, and at least every [6] months

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • 1. Person details
  • 2. Consent and capacity
  • 3. The person – abilities and factors affecting handling
  • 4. The environment
  • 5. Staff and others
  • 7. Equipment and LOLER / PUWER record
  • 8. Overall assessment
  • 9. Agreement and sign-off
  • 10. Review record
  • 11. Staff confirmation

How to complete it

  • Have a trained assessor complete it with the person, involving therapists where needed
  • Complete a plan row for every transfer the person needs
  • Record every item of equipment with its examination dates
  • Share the plan with every worker and keep it with the care plan

Key points to check

  • This is a person-handling assessment; for loads and objects use the Manual Handling Risk Assessment in the Health and safety pack
  • Hoists and slings for lifting people need a thorough examination at least every 6 months

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Care providers

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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