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    Gifts given when acting as a Deputy

    I've been in a similar situation and googled around a bit. There has been a recent court case which offers more guidance about gifts. Scroll down to the section titled "Duties upon attorneys and deputies: Re Buckley and Re GM here: http://www.step.org/powers-duties-and-protection-p It...
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    Power of Attorney - Current Account - Online Banking

    I'm a deputy looking after my dad's finances and in my experience the banks are awful at handling the situation. They have confused procedures, they don't train their staff and don't understand the stress they cause. Notable exceptions - smile and ing direct - where everything just worked...
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    Is it too late to get LPA?

    To get an LPA somebody has to act as a 'certificate provider', their role is to sign that your father understands what is going on and is not being coerced. Anyone independent that has known your father for at least two years can do this, it doesn't have to be the GP. Attendance allowance is...
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    Is Lasting Power of Attorney worth it?

    Just echoing everyone else - get an LPA if you can. My dad went downhill too quickly for us to get an LPA - we'd started talking to him about it - but left it a bit late. So then had to go through the much more complicated and expensive - yes you can get the some fees back but not all -...
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    Setting up a new savings account or ISA on Mum's behalf

    I am in the process of opening a new account for my dad with smile. They wanted a letter from the care home as proof of his address. I spoke to them first on the phone but once they understood what i was on about it all seems to be going smoothly, now have account details, chequebook with...
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    Varying a COP deputy order?

    Had a quick look into renting. One months gross rent will pay one week care home fees! And then there's the deductions-agents fees, income tax and the several thousand we'd need to spend on the house. Also definitely not looking forward to having to tell Dad that the house he built...
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    Varying a COP deputy order?

    Yes that's what I was afraid of. I will raise the matter with the OPG - they are supposed to be arranging a meeting as part of their support for new deputies. I idly wonder what happens if I do nothing - Dad's cash gets to a point where the LA gets involved and they say 'oh but he has a...
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    Varying a COP deputy order?

    I've recently been appointed a deputy for my dad. When I applied he was living at home with 4 care visits a day. But by the time I became a deputy he had had to go into a care home. The deputy order specifically excludes me selling his house which I'm going to need to do in the next year or...
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    Bank say cannot register my deputyship ? Is this right ? Advice please.

    It's a farce! Just heard back from second complaints person who said first complaints person was wrong - there is no telephone banking allowed either! Called my OPG supervision team, they were sympathetic and said they had been trying to work with the banking community as a whole to educate...
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    Bank say cannot register my deputyship ? Is this right ? Advice please.

    Just an update on my experience - I still don't have access to my Dad's main account despite two visits to the branch and several phone calls. I do have a letter of apology for the inadequate service and wrong information given by just about everyone involved - and £90 for goodwill...
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    Bank say cannot register my deputyship ? Is this right ? Advice please.

    In my limited experience - I've just been appointed a deputy for my dad - the way banks handle deputyship could be improved across the board. One organisation sent a pack which didn't even mention deputies on any of the forms it included. However once they had seen the COP order they sent...