I hope someone can help.
My wife became a deputy a few weeks ago for her mother who has dementia. I understand a case worker will make an introductory call in few weeks. My wife has been helping her mum manage her financial affairs through a joint account for some time now. Sadly her mum was admitted into a care home two years ago.
To cut a long story short, in preparation for the introductory call, my wife had a go at completing the annul report form OPG102 with transactions of the past two years, before she was a deputy. The problem is she has now got herself into a state of stress and anxiety because she doesn't have receipts for the "food, toiletries and sundries" spent on her mum. She is so convinced that the OPG will throw the book at her, she actually reimbursed the joint account with her own money.
Commendable as that was, I thought that would be the end of it, but my wife is still stressed that the OPG will still be unhappy that she didn't have receipts in the first place, despite the fact she has now paid for those items with her own money.
So, I suggested she phone the OPG for advice on the matter so she can put her mind at rest. But on the two occasions that she called she got so nervous she never actually asked the right questions. She has only been appointed deputy a few weeks and has got so worried she is now taken sick leave from work due to stress!
I can't see how this such a big deal. I've tried to assure her that while anything associate with the Court should be taken seriously, deputyship doesn't mean she the Sheriff of Nottingham. Unfortunately, that didn't help.
The questions are:
1) will the OPG want a financial report prior to her deputyship baring in mind these transactions are from a joint account? and 2) will the OPG take a dim view of my wife not having receipts for items purchased for her mother, having reimbursed the joint account with money from her own personal account?
Her stress levels won't hold out before the case worker makes the introductory call in a few weeks.
My wife became a deputy a few weeks ago for her mother who has dementia. I understand a case worker will make an introductory call in few weeks. My wife has been helping her mum manage her financial affairs through a joint account for some time now. Sadly her mum was admitted into a care home two years ago.
To cut a long story short, in preparation for the introductory call, my wife had a go at completing the annul report form OPG102 with transactions of the past two years, before she was a deputy. The problem is she has now got herself into a state of stress and anxiety because she doesn't have receipts for the "food, toiletries and sundries" spent on her mum. She is so convinced that the OPG will throw the book at her, she actually reimbursed the joint account with her own money.
Commendable as that was, I thought that would be the end of it, but my wife is still stressed that the OPG will still be unhappy that she didn't have receipts in the first place, despite the fact she has now paid for those items with her own money.
So, I suggested she phone the OPG for advice on the matter so she can put her mind at rest. But on the two occasions that she called she got so nervous she never actually asked the right questions. She has only been appointed deputy a few weeks and has got so worried she is now taken sick leave from work due to stress!
I can't see how this such a big deal. I've tried to assure her that while anything associate with the Court should be taken seriously, deputyship doesn't mean she the Sheriff of Nottingham. Unfortunately, that didn't help.
The questions are:
1) will the OPG want a financial report prior to her deputyship baring in mind these transactions are from a joint account? and 2) will the OPG take a dim view of my wife not having receipts for items purchased for her mother, having reimbursed the joint account with money from her own personal account?
Her stress levels won't hold out before the case worker makes the introductory call in a few weeks.