An Overview of Appointeeship and Deputyship

Course Overview 

This half-day course provides local authority staff with a clear and practical understanding of Appointeeship and Deputyship, two legal frameworks for managing the finances of adults who lack capacity. The session explores when each route is appropriate, how to apply, and the key roles and responsibilities of local authorities acting in these roles. Those who attend this course will understand when and why it may be more appropriate to grant a simple appointeeship over a deputyship.

What you’ll learn: 

• How to define Appointeeship and Deputyship and explain their legal foundations.

• How to distinguish between Appointeeship and Deputyship and identify when each mechanism is appropriate.

• Understand the processes for applying for Appointeeship via the DWP and Deputyship via the Court of Protection.

• Recognise the roles and core duties of local authorities acting as appointees or deputies.

• Identify key challenges and practical steps in implementation.

• Apply learning through case-based discussion and scenario work.

Who’s it for: 

This course is ideal for local authority staff involved in adult social care or financial administration, including:

• Financial assessment officers

• Legal support staff in adult services

• Team managers and service leads

• Adult social workers and care coordinators

How it's delivered: 

This 3.5-hour workshop is delivered live online with a trainer and can be accessed via a PC, Mac or Tablet. You can interact, ask questions, and practice new skills – all without leaving your desk.