The UK Rules
Writing an Annual Report

Writing a Deputy Annual Report

This section explains how to complete your annual report as a court-appointed deputy. Further information lists what you need to include and how professional deputies submit their reports.

Completing a Yearly Report for Deputyship

All court-appointed deputies must write a report each year. Your annual report explain what decisions you made as a deputy.

You can use the online service to fill in your deputy report and send it to the Office of the Public Guardian (OPG) if:

You can download and use the paper deputy annual report form. Fill in the details accounting for your actions and return it to the address written on the form.

Professional Deputies (e.g. solicitors)

Is your role acting as a professional deputy (such as a solicitor) for someone who lacks capacity? If so, you will need to use the paper version of the annual report form.

Information to Include in an Annual Report

You will be reporting the actions taken in the past year on behalf of someone else. As such, there is some minimal information your annual report must include, such as:

Note: The Office of the Public Guardian will contact you before the time when you need to send your yearly report.

Failing to send the deputy report to the OPG means they are likely to:

ALSO IN THIS SECTION

Responsibilities of a Deputy | UK courts place certain restrictions on who it will appoint as deputies.

Changing Deputyship | Check the process on how to change deputyship or make a one-off decision.


Deputy Annual Report for the Office of the Public Guardian (OPG)

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