What is the difference between a Deputy and an Appointee?

A deputy undertakes responsibility for the management of all of a person’s financial affairs if they become incapable of doing so themselves including savings, pensions and all sources of income or assets including property and valuables. 

An appointee is only responsible for managing a person’s benefits and a small and limited amount of savings in case of unforeseen circumstances and paying bills and managing money if the client has smaller assets. However all the duties of an appointee are also the responsibility of a deputy if one is appointed.

Would you like more help? Please contact the Money Carer team by clicking here.

Useful Links: The Money Carer Foundation Deputyship Service

Deputyship Case Study: Deputyship Case Study