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A Deputy, appointed to manage P’s property and finances where they lack capacity to do so themselves, must submit a report to the Office of the Public Guardian (OPG) on an annual basis. The report allows the Deputy to account for their actions/any decisions made on P’s behalf during that reporting period. It also allows the OPG to assess P’s financial accounts and liaise with the Deputy to help make decisions in P’s best interest.
This duty applies, not only to a Deputy appointed in a professional capacity, but also to a lay Deputy such as a family member who is appointed in a non-professional capacity.
It is imperative for the Deputy to complete an annual report. If a Deputy neglects to carry out this duty, the OPG can review the deputyship and may even decide to remove the deputyship.
The above tips will make completing the annual report easier when it is due to be submitted. If you require advise when completing the annual report, please read the guidance provided by the OPG (OPG103A).