The ‘Light Touch’
Appointeeship Plan
Ensuring essential bills are paid
and maximising independence.
‘Light Touch’ Appointeeship Plan
Our ‘Light Touch’ appointeeship plan has been designed to provide a higher level of autonomy and independence for clients who need less intervention in their everyday money management affairs but would benefit from ensuring that they are receiving the welfare benefits they are entitled to and their most important bills are paid for them.
Money Carer receives lots of referrals from local authority social workers and care providers for people who do not have the capacity to reasonably manage their welfare benefit payments and administrative responsibilities however, do have a lot of ability to manage other aspects of daily money management.
In consultation with our referring partners, we have introduced a low-cost ‘light touch’ appointeeship plan to better cater for the needs of these individuals. This plan represents a balance between providing a necessary level of support to ensure priority bills are paid and promoting greater client independence by transferring the majority of the client’s money to them (on a daily basis if preferred) after their important bills have been paid.
The table below details a breakdown of the service features that form our light touch appointee plan.
‘Light Touch’ Appointeeship Plan - £45 Per Month | Included if required |
Individual, FSCS-protected client bank account opened for welfare benefit payments and ongoing management | Yes |
Money Carer appointeeship security bond put in place to protect client monies* | Yes |
Separate rent management bank account opened for rent payment | Yes |
Carer shopping cards and funding if needed | Yes |
Client personal budget/spending account opened and card provided | Yes |
Payment of the following bills only: rent, gas, electricity, water, TV license, care bills | Yes |
Client to receive all available income after essential bills paid and spread out as necessary (even 7 days per week if required) | Yes |
Liaise with DWP regarding all welfare benefit matters | Yes |
Undertake benefit entitlement checks for correct benefit payments | Yes |
Liaise with the local authority and landlord for housing benefit and rent payment | Yes |
Create a personal spending budget for the client | Yes |
Provide secure online and smartphone app access to plan for client and carers and social workers as required | Yes |
Arrange emergency or scheduled funds payment via PayPoint vouchers or CashbyText service | Yes |
Provide online account access to trusted family members (read-only and subject to access agreement) | Yes |
The Money Carer team is available by phone, email, secure messaging | Yes |
* Money Carer in conjunction with Aviva and Security Bonds Ltd developed the Appointeeship Security Bond in 2018
Download our Appointeeship Plan Price List and Information Leaflet
