Role and Responsibilities of a Deputy

Act at all times in the best interests of the person concerned.
Safeguard the person’s assets.
If they do not live with the person, visit them regularly and take an interest in their welfare.
Identify and provide for all the person’s personal needs from their money.
Work closely with the person’s carer (if applicable), ensuring the best quality of life within the funds available.
Claim any benefits or pensions to which the person is entitled.
Liaise with the Court of Protection or the Office of the Public Guardian about the person’s financial needs.
Keep any property in a reasonable state of repair, secure and adequately insured and oversee any sale or letting if needed.
Open and operate a deputy bank account for the person.
Ensure that all income is collected and bills are paid on time.
Maintain financial records and prepare annual accounts on time.
Deal with the person’s income tax and other tax matters.
Take out insurance (through a security Bond) to cover his/her dealings with the person’s funds, and pay the premium promptly when required.
Notify the Office of the Public Guardian of any changes in the person’s financial situation, for example, if he or she inherits any property or money.
Notify the Office of the Public Guardian if there is a likelihood of the person getting married, divorced or involved in other legal proceedings.
Co-operate with any Court of Protection Visitor – the Visitor is an independent person who may visit the incapacitated person to ensure that the receivership is working smoothly.
Comply promptly with all directions given by the Court of Protection or the Office of the Public Guardian.

Andrew Harding

Partner, Head of Neurolaw Team

Head of Court of Protection Team

E andrew.harding@hughjames.com

T 029 2039 1151

Role and Responsibilities of a Deputy

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