Referrals for clients will generally come from one of the following groups:
Deputyship and Appointeeship Services  London Local Authorities
Deputyship and Appointeeship Services  London Charities
Deputyship and Appointeeship Services  London Not-For-Profit Organisations
Deputyship and Appointeeship Services  London Social Enterprises
Deputyship and Appointeeship Services  London Law Practices
Deputyship and Appointeeship Services  London Care Providers (both residential & non-residential)
Deputyship and Appointeeship Services  London Primary Care Trusts (PCT’s)
Deputyship and Appointeeship Services  London National Health Service (NHS) Deputyship and Appointeeship Services  London Family members Deputyship and Appointeeship Services  London Friends

If it is the first time that any of the above organisations or individuals have dealt with Professional Deputies we would usually recommend holding an initial meeting. The reasoning behind the initial meeting would be to: firstly introduce ourselves (while learning a bit more about our respective organisations), secondly to see if the services offered would be right for the proposed client, thirdly to see if we can work together taking into consideration each organisation’s working practices, policies etc, and lastly to cover costs or any possible funding arrangements.

Clients referred to Professional Deputies will be accepted if they meet one of the following criteria
i) are deemed mentally incapable
ii) have a severe physical disability that prevents access to financial assistance
iii) are at risk of financial abuse

These are the only eligible criteria, and are set in accordance with the CoP and the DWP.

The referral process involves four basic steps:
1. The referring organisation or individual will contact Professional Deputies to notify them they might possibly have a client that requires either appointeeship, deputyship or power of attorney.
2. A Referral Form, along with Briefing Notes will then be sent to the referring organisation.
3. Once the Referral Form is completed and returned to Professional Deputies, we will then verify the application.
4. Once Professional Deputies are satisfied it is a case appropriate, and suitable for either appointeeship, deputyship or power of attorney, we will then start the process of applying for the relevant service.

If an organisation is looking to transfer a number of clients over to us, we are more than happy to take these clients on. We would suggest an initial meeting so we could discuss the practicalities of the transfer and so on.

Click here to read how Professional Deputies work with Care Management

Click here to read a case study of a local authority referral

Click here to read a case study of a social work referral

Professional Deputies – managing the property and financial affairs of vulnerable adults

Professional Deputies
Rowlandson House, 289 – 293 Ballards Lane, London N12 8NP
Phone: 020 3011 5586 (& 5587)
info@deputyship.co.uk
Company Registration No: 07609868.
VAT Registration No: 119 982 966