An appointee must inform the DWP if there is any change in a person’s circumstances that may affect their welfare benefits and also changes of address, or change of bank account details.
The amount of benefits an individual can claim can be affected by the amount of savings they have. For example, means-tested benefits will typically be stopped if a benefit recipient has savings of £16,000 or above. Welfare benefit payments for means-tested benefits are reduced when a person’s capital breached £6000 however.
The appointee will check the balance of savings for their client regularly and inform the DWP, by letter, when the total amount of savings reaches the levels that may affect a benefit claim.
An appointee does not have the authority to deal directly with banks or with capital or other income belonging to the incapacitated person. An appointee does, however, have the authority to deal with an incapacitated person’s Post Office account.