(DAILY MONEY MANAGEMENT)
HERE TO HELP
The Appointeeship service we provide protects Service Users from financial abuse, claims Welfare Benefit entitlements, negotiates with Creditors and supports Service Users with how to spend their money in their best interests. It is completely independent and provides everyday money management whilst providing a support system for others involved in their care. We are not part of any organisation, such as a local authority or care authority, so there are no conflicts of interest and we are able to act as an independent Appointee. We aspire to provide and deliver a proactive service that supports those unable to manage their finances for whatever reason.
We act on behalf of many different Service Users, including Adults with learning disabilities, Adults with mental health support needs and older Adults.
What Does an Appointee Do
As an Appointee, our role is to receive and monitor our Service Users’ benefit payment(s) and provide financial Advocacy. From the benefits money received, we will then budget and liaise with Creditors to pay bills to include care contributions, rent, energy bills, water bills, telephone bills or day centre fees. We also provide access to the Service User's money for Carers for food, clothes, spends and many other outgoings. We provide a secure, friendly and professional environment and deliver a bespoke service tailored to each Service User that operates within the clear legal Appointee framework.
Our founder, a Solicitor (now non-practising to setup the Finance Care Service), is the hub of contact between the Service User and their wider care team. We liaise with a number of people and Organisations such as care support staff, family members, local authority safeguarding teams, utility companies and the various DWP benefits departments on behalf of each of our Service Users.
To summarise, on behalf of the Service User we will:-
1. Act as liaison and point of contact for finances, including creditors;
2. Collect benefits and manage monies in best interests;
i. This can include paying care bills and household bills;
ii. Providing monies to Carer’s and Support Workers for shopping and spends;
iii. Providing money for holidays, equipment, clothes and furniture.
3. Identify suitable benefits claims;
4. Complete and sign benefits claim forms;
5. Provide evidence to the DWP of entitlement;
6. Report relevant changes to the DWP of circumstances (such as going into hospital or a change of persons living with the Service User).
A Tailored Fit Service and Banking Accounts
Each Appointeeship is tailored to fit each Service User's individual needs and pursue desired outcomes. No two Service Users are the same and neither are their support requirements.
On receipt of the Appointeeship, an account(s) is opened in the name of the Service User enabling us to manage their finances efficiently and to provide monies as needed. A banking platform is provided by our banking partner offering a secure banking facility that is subject to their duties under the Financial Conduct Authority (FCA) regulation and the Financial Services Compensation Scheme (FSCS).
What Does it Cost
A fixed monthly fee of £59.00 for Service Users that are community based and £29.00 per month for Service Users that reside in nursing or care homes or who are currently hospitalised. We also charge a one-time set up fee of £140.00 that covers the opening of the file and contacting the relevant creditors and the DWP.
Our services provide flexible ways to meet our Service User’s welfare benefit responsibilities and money management needs and also provides support to Carers and Support Workers who make up their circle of care. Our experience in financial matters and financial advocacy provides the appropriate level of assistance and intervention for each individual. We provide budgeting and general financial advocacy and can also adopt a more formal role where stronger safeguarding issues are necessary.
Referrals can be made via phone, or made online via our electronic form ("Online Referral" below) and can be submitted by computer, Ipad, tablet, or mobile phone. Referrals can also be made in paper format via our printable downloadable form.
To make a referral please click on the "How to refer a Client" button below and it will lead to the referrals page or you can send an email to and all the necessary forms will be sent to you. Alternatively, call us on 0161 973 5759 and we will be happy to help in any way we can.