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Appointeeship - FAQ's

What legal duties does an appointee have?

Appointeeship, Deputyship, Power of Attorney, Money Management, Banking

In dealing with the management of a person’s welfare benefits, one of the primary legal duties that an appointee has is to inform the DWP of any circumstantial changes. As certain changes can affect benefit entitlement, it is crucial that appointees report changes at the earliest possible convenience.

The benefits that a person can claim will also be impacted by their savings. Means-tested benefits, especially, are reduced for those with savings above £6000, and stopped completely for those with savings above £16,000. An appointee’s legal duties therefore also extend to the monitoring of savings. This is primarily to ensure sufficient spending, as well as avoiding any significant overpayments related to changing entitlement.

Appointees do not have the authority to deal directly with banks or additional capital belonging to a client. However, they can deal with Post Office Accounts. These accounts are older alternatives to mainstream accounts, designed for benefit recipients.

For further information about appointeeship, please download our appointeeship guide.

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Appointeeship, Deputyship, Power of Attorney, Money Management, Welfare Benefits

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