What does an Appointee do and why would someone need one?


  • An Appointee has the responsibility to act in the best interest of a person by managing that  person’s welfare benefits to ensure that everyday bills/spends are paid and to report any changes in circumstances to the Department of Work and Pensions (DWP).

  • An Appointee, is restricted to the management of a person’s welfare benefit payments. 

  • An Appointee is usually needed if a person is incapable of managing their own finances due to a physical or mental health incapacity and is incapable of claiming benefits, paying bills or managing money they need.

  • An appointee may be required on a temporary or permanent basis.

  • An Corporate Appointeeship is a term used by the DWP when they authorise an organisation such as the Finance Care Service to take on the legal responsibilities of receiving and managing a person’s benefits.


Can an Appointeeship be transferred?


  • Yes and it is normally quite straightforward to do.

  • We can help care providers providing community or residential based services to vulnerable adults who would like to remove the associated costs, risk and conflicts of interest involved when they act as Corporate Appointee for people under their care.

  • By transferring existing appointeeships in a planned fashion, care providers may streamline their operations at a time when a focus on cost and efficiencies in business is paramount. Resources may then be concentrated on delivering fundamental and relevant care to the person in a positive fashion.


How do I make a referral?


  • We can act as appointee for clients referred to us by Social Workers, Safeguarding Teams, Care Providers, Family Members, Charities and many other organisations.

  • To make a referral to us please click on the “Referral” button at the top of the page.


How are Appointees Regulated?


  • An Appointee will be regulated by the DWP who is responsible for approving an Appointeeship application.  The DWP have the power to investigate and are able to revoke (remove) an Appointeeship should any concerns arise.


What is a Corporate Appointeeship?


  • A Corporate Appointee, such as The Finance Care Service, is an organisation appointed by the DWP to manage the welfare benefit responsibilities of their Clients.


Why a Corporate Appointee?


  • If a person who is living in supported housing, a care home or a nursing home and is receiving benefits and social care whilst they are incapable of managing their own finances, they may need a corporate appointee to help manage their benefits.

  • A Corporate Appointee is an organisation such as The Finance Care Service that is authorised by the Department of Work and Pensions to manage a vulnerable persons welfare benefits in their best interest and free from any conflict of interest.

  • A Corporate Appointees is usually appropriate when no identifiable (or suitable) relatives or close friends can be approached.


Can a Social Worker’s care assessment recommend a Corporate Appointee?


  • Yes it can.  The Social Worker should consider this aspect of care in light of the overall assessment and if the party is unable to manage finances, then an Appointee service should be referred.


What happens if the Client/Party dies during the Appointeeship?


  • Firstly, the Appointee should be notified as soon as possible. 

  • The Appointee should then notify the DWP as soon as practicable.

  • Monies should not be paid out on behalf of the deceased and any accrued benefits (post death) will likely need be paid back to the DWP.

  • Any monies held in the Appointee bank account will be held for the Executor of the deceased’s will (normally) to deal with, if a will has been made.


Contact us 0161 973 5759

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