What Duties Does a DWP Appointee Have?

An appointee must inform the DWP if there is any change in a person’s circumstances that may affect their benefits and also changes of address or change of bank account. The amount of benefits an individual can claim is affected by the amount of savings they have. For example, means-tested benefits will be stopped if a benefit recipient has savings of £16,000 or above.

The appointee will check the balance of savings for their client every month and inform the DWP, by letter, when the total amount of savings reaches the levels that may affect a benefit claim.

If a person has a mental impairment an appointee may consent to the release of medical information under normal consent rules.  Appointees may sign on behalf of the claimant, who is a non-taxpayer, for bank and building society interest to be paid without deduction of income tax.

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 persons Post Office account.


The DWP has published guidance about appointeeship which also provides guidance for visiting officers.