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 are a property and financial deputy.
- You are a personal welfare deputy.
- You are a public authority deputy (register with your case manager first).
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:
- The reasons behind your decisions and why they were in the other person’s best interests.
- Who you discussed the issues with and what their response was about the best interests for the person.
- The financial affairs of the person you are acting as deputy for (e.g. their bank statements or spreadsheets showing the transactions).
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:
- Increase the level of supervision you get (e.g. minimal to general).
- Ask the court to have you replaced with a different deputy altogether.