You must write a report each year explaining the decisions you’ve made as a deputy. You might be asked to do this more often if the Office of the Public Guardian (OPG) needs additional information. This allows the OPG to monitor your actions, ensuring you are working in your loved one’s best interests. The report is via a court form provided by the OPG.
Your report must include the reasons for your decisions and why they were in the best interests of the person you’re deputy for, who you spoke to and why what they said was in the person’s best interests and the finances of the person.
The OPG will tell you when it’s time to send the report and if you do not send it, the OPG might increase your level of supervision or even ask the court to replace you with a different deputy.
This can be a difficult task, as there is a lot of paperwork to complete and evidence to provide. It is also important to note that when drafting these accounts, you need to ensure that all of the accounts balance to the penny.
We understand that this process can be daunting, especially at a time when you are trying to look after a vulnerable or elderly person. We can advise you throughout the matter, without using legal jargon to ensure you understand everything.
We can assist you with this on an annual basis if required. All you need to do is keep a record of all financial statements and receipts.