Money Carer - Appointeeship | Deputyship and Money Management for Vulnerable Adults
Money Carer is an award-winning national social enterprise that provides a range of money management services for vulnerable adults.
As a national partner with the Department of Work and Pensions (DWP), we are the UK's largest and most established provider of welfare benefit appointeeships. Local authorities utilise our appointee and deputyship services along with hundreds of law firms and care providers, family members, and disability charities.
The Money Carer Podcast is a popular way of learning more about the services that we provide.
Appointeeship services
The Money Carer Foundation is an award-winning social enterprise and the UK’s leading provider of independent Appointeeships.
As a fully compliant and trusted partner of the DWP (Department of Work and Pensions) we work with over 110 Local Authorities, 200 law firms and 500 registered Care Providers, all of whom respect and rely on the expertise and experience we have acquired over the last 15 years.
This experience is called upon every day by Carers, Social Workers, Solicitors, Family members and, of course, by the many thousands of vulnerable people that we support, from all walks of life and from every part of the UK.
Our infrastructure is solid and robust; and our scale capabilities and resources are such that we are able to actively support the very many organisations currently struggling with much-documented social care resource limitations.
The right choice
With innovations such as our Portal for messaging, money requests and information sharing (portal.moneycarer.org.uk) our Appointee Security Bonds Protection and our close collaboration with Kalgera, many Local Authorities, law firms and disability charities choose to use Money Carer’s systems and technology as the best platforms to support their own clients, as Deputies, Attorneys or Appointees.
Our banking and payments platform is also linked to our smartphone App, which is used daily by thousands of diligent and dedicated Solicitors, Social Workers, Care Providers, loving Family members and, of course, by our many unique and brilliant individual clients.
Our costs
Whilst our award-winning services are comprehensive and of the very highest quality, our costs are modest and affordable.
- Clients who are community-based: £75 or £45 per month
- Clients who reside in Care or Nursing Homes: £45 per month
- Set-Up fee: £150 (refundable if all referral info received)
Please note: most local authorities off-set our fees as Disability-Related Expenditure, where clients have been assessed to make a contribution towards their care.
Other associated costs in the delivery of our Appointeeship service, which are charged by our banking partners and passed on to our clients at cost, are:
- The bank account administration cost is £55 per year
- Zero fees for ATM cash withdrawals
- Zero transaction fees either instore or online
- Zero card replacement fees
Further information, along with a selection of 'how to' videos can be found on our website.
For an extended list of dedicated, specialist services
Money Carer offers a unique blend of friendly, compliant, secure, confidential and diligent services to clients and their service providers. Together, these provide a supportive and person-centred approach, backed by the most innovative software technology in the business.
Our services include:
- Acting as Corporate Appointees, with full legal, GDPR and other compliance obligations
- Liaising with the Solicitors and handling communications with them where necessary
- Securely protecting clients' assets and information with FSCS fraud protection and enhance detection
- Liaising with Social Workers and handling communications with them
- Protecting clients through our trusted 'Circle of Care' access only (through the Money Carer 'Secure Portal')
- Enabling contact by online, app, telephone and email provision
- Helping family members to be more involved through our 'Family Agreement' arrangements
- Working diligently and proactively to manage clients' finances and financial affairs in their 'best interests'
- Liaising with Care providers and handling communications with them
- Carrying out a Welfare Benefits (WB) review and ensuring that benefits are fully and correctly claimed
- Liaising with the DWP and handling communications with them
- Providing detailed 'debt management' guidance and implementation where required.
- The quick-opening of bank accounts with compliant, fully secure banking partners
- Offering online (Money Carer 'Secure Portal') or Money Carer App access
- Providing 'named' or 'sharer' carer cards for support and case workers
- Payment of all household, utility bills and other client invoices
- Providing personal monies and instant emergency payments where required
- Arranging savings and future budgeting plans
- Offering a unique 'sweep' system to keep to keep bank balances at agreed levels
- Offering 'biometric fingerprint' cards to encourage and promote client autonomy
- Supporting clients to make a will and / or funeral plan
- Contacting 'deceased client' families and assisting with funeral affairs where required
- Annual reviews of all money management matters in-place
Who to contact
- Contact Name
- Michael Ireland
- Contact Position
- Administrative Officer
- Telephone
- 08000830626 08000830626
- michael.ireland@moneycarer.org.uk
- Website
- The Money Carer Foundation
- Scan to visit this website
- The Money Carer Foundation
- Notes
We are an organisation appointed by the DWP as corporate appointees authorised to receive welfare benefits for individuals incapable of handling financial matters or those vulnerable to financial exploitation.
Our services cover the entire UK and are tailored to assist adults with diverse needs, including learning disabilities, mental health challenges, older people, and anyone needing financial advocacy support, in addition to our low-cost direct payments service.
Money Carer is acknowledged as a thought leader and pragmatic organisation with the depth of experience and financial resources to provide daily money management and bank accounts to some of society's most vulnerable people.
Where to go
- Name
- The Money Carer Foundation
- Address
-
Dalton House
Cross Street
Sale
Manchester
Cheshire - Postcode
- M33 7AR
Costs
- Details
- Clients who are community-based £75 or £45 per month Clients who reside in care or nursing homes £45 per month
Availability
- Referral required
- Yes
- Referral Details
Please provide the basic information requested so that we can log the referral and follow up with a more in-depth discussion about your clients needs and the various options.
Our referral form can be accessed on our portal. Alternatively, you may send an email over to: refer@moneycarer.org.uk
- Other notes
In our capacity as a corporate appointee, we undertake all tasks and liaisons with the DWP on behalf of our vulnerable clients, which include:
- Acting as the primary point of contact for money management matters, including creditor communications.
Opening a managed bank account in the clients' name on our banking platform to receive and manage welfare benefits.
- Paying everyday care and household bills.
- Send money to carers via our popular carers card system and ensure our clients have a personal allowance for their daily spending needs.
- Helping to plan holidays and trips away and paying for them in addition to everyday sundry household items.
- Ensuring our clients receive all of the welfare benefits to which they are entitled.
- Providing reporting information and documents to the DWP as a corporate appointee.
- Informing local authorities, housing benefit teams and the DWP of relevant changes in our client's circumstances.
To gain more information about our appointeeship service for vulnerable adults, please click here.
DBS Checks
- Additional Information
Uniquely, Money Carer has its own comprehensive banking platform called Monika. Our bank platform is also used by over 250 law firms and many local authorities as the preferred bank account service for their own vulnerable clients.
Our bank accounts are provided by our partner of over 15 years, Cashplus Bank, and all bank accounts are protected by the Financial Services Compensation Scheme (FSCS).
