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Appointeeship FAQs

An Appointee is either a person or an organisation that is appointed by DWP to manage potential clients benefits when they are unable to do so themselves. This may be due to illness, disability, or lack of mental/financial capacity. They could be at risk of financial abuse or require support with management of their finances.

An Appointee is an individual, usually a family member or friend, who takes responsibility for somebody’s finances. A Corporate Appointee is an accredited organisation who is designated by the Department of Work and Pensions to take accountability for someone’s finances. Barrie Bookkeeping & Payroll Solutions is a Corporate Appointee. We are proud to be able to offer Corporate Appointeeship on top of a large number of other home care services.

If a person who is incapable of managing their own finances does not have a suitable family member or close friend to become their Appointee, an organisation such as Barrie Bookkeeping & Payroll Solutions can be their Corporate Appointee.

No, only one appointee can be allocated to any one individual. An appointee, however, can work for more than one client.

As your Appointee, we will be responsible for ensuring you receive all your entitled benefits and that all your requested bills are paid in a timely manner. We would also be accountable for liaising with the Department of Work and Pensions on your behalf and keeping them up-to-date on your situation, reporting any changes of circumstance. Changes in circumstance could include a change of address or bank account, updates on a medical condition, or the amount of savings you have (as this affects benefits).

We can also help you with other money matters such as agreeing on a budget with you to help you pay for living expenses, helping you save money, and assist you in dealing with debt.

The Department for Work and Pensions is the UK’s largest public service department, managing welfare, pensions and child maintenance. It administers all age, health and disability related benefits.

Yes, an Appointee must be over the age of 18 years old.

An appointeeship ends when the Appointee no longer wishes to act as an Appointee, if the client, Social Work Department or Welfare/Financial Guardian request relinquishment.

You can use a 'prepayment card' to make purchases for yourself such as food shopping and other necessities. The cards can also allow you to pay for things online and to withdraw cash from any ATM points in the same way that a debit or credit card can. It operates in a similar way to a debit card, in that you can only spend as much as the funds transferred onto it allow you to. Together with your Corporate Appointee, you will discuss and come up with a budget and decide on the amount that will be transferred onto your card every week. Additional funds or a change in amount can also be dealt with easily and efficiently. Changes to weekly budget will commence one week after request. The prepayment card is a convenient and safe method for you to spend your money to buy you what you need. For any other information about a prepayment card, please contact us and we will be happy to help.

As Corporate Appointee we will ensure that you receive any benefits that you are entitled to and we will apply on your behalf. We do this with the assistance of the DWP Benefits Calculator.

If the client dies, the Appointee must inform the Department of Work and Pensions as soon as possible, who will then deal with the closure of the Appointeeship. If there is any clients funds held with us, the next of kin will be contacted.

Direct Payment Application Form

PA Starter Form

Appointeeship Application

P.E.E.R.S.

Helping our clients succeed

I just want to share how good Barrie Bookkeeping & Payroll Solutions are!

After months of not being able to make contact with the previous provider, I only made a referral to Barrie Bookkeeping & Payroll Solutions yesterday and within 24 hours, they have contacted me and discussed :):) Impressed.

Social Care Worker

Just had a Forest Team Meeting. Staff were really complimentary about the service they are now getting from BBPS. Especially when BBPS manage the account, there is much quicker response times.

Referrals being picked up in 24 hours.

Staff thought Sam & Kelly were great to respond ("always get back to me") and easy to discuss & resolve issues.

Area Manager Wyre Forest

I would like to thank you for making the transition from myself to being a managed account very easy, you have done the costing and explained any queries I have had and put my mind at ease. I promptly received all the necessary documents, data protection and GDPR form to check over and sign.

You also sent me a guide to direct payments using an agency which was very helpful.

Thank you once again for your professional service and knowledge.

Jane White

The service I received from Barrie Bookkeeping has been excellent overall. When we were granted funding for my moms direct payment it soon became clear there was very little help and guidance out there around how this would all work practically. Luckily we were put in touch with Barrie Bookkeeping who explained everything that was required from us and how the process will work. There was an issue originally around personal contributions but BBPS helped us to sort all of this out so my mum's PA could be paid.

Barrie Bookkeeping have been great ever since and always ensure our payslips are submitted in the time for the monthly deadline. They have been a great help throughout the whole process of setting up payments for my Mom's PA.

Many thanks

Jamie England

I am the sister of a client who is now in receipt of a direct payment. My brother is not able to organise the paperwork side of things for the direct payment and requires assistance with this, which is where I stepped in.

I have to praise Sue for her patience, understanding and knowledge on the topic of direct payments and the whole process. From start to finish Sue has been amazing and has made me feel reassured, understood and listened to. I sometimes struggle to understand things and I can say that Sue explained the process clearly and took time to help me when needed. I had a lot of questions to ask and I never once felt as if I were bothering Sue or made to feel silly for asking lots of questions.

I want to say thank you to Sue and for all of her support, she is an asset to the team.

Paizlee

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