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Appointeeship Programme

As one of the few care providers in the country offering this type of financial help and support, our aim is to allow those with learning, physical or mental disabilities, vulnerable adults and older people help with their financial affairs if it becomes a challenge for them to do so themselves. This is why, at Sova Healthcare, we offer an appointeeship service alongside our other home care services and specialist care services to our clients. This guidance enables people to be able to live independent, unrestricted lives.

By choosing Sova Healthcare as your corporate appointee, we will aid and support you with any financial business and sources of income you are unable to handle by yourself. This includes bill payments, budgeting advice, dealing with debt and help with benefit claiming and general money management.

Aim of the Appointeeship Programme

The appointeeship programme just like all domiciliary care services we provide, is designed around our clients and is personalised to suit their specific needs. We believe that despite the support we give, our clients will retain ownership of their finances and will never feel as if they are not in control. Our aim is always to empower the individual rather than completely assume responsibility for the management of yours or your loved one’s finances. Therefore, we create a personalised programme as part of our process, taking into account our client’s abilities and disabilities. Our expert team is proud of the high standard of advice and guidance we are able to provide in helping people manage their money.

Our Appointeeship Service

Sova Healthcare also take a very creative and person-centred approach when dealing with clients’ finances: we can be in regular contact with you and base our services around your lifestyle. We also take into account our clients’ personal goals so will help them spend money in a way that is most beneficial to yours or your loved one’s happiness happiness and well-being. Our team will regularly liaise with your family to ensure we take a compassionate and caring approach to your wishes, making sure clients are always being listened to. Our staff are highly trained in monetary matters and you can rest assured that your financial affairs will be in good hands.

Why choose Sova Healthcare as your appointee?

  • We work directly with the Department of Work and Pensions and informing them of any changes in your circumstances to avoid complications with funding matters, claiming benefits and/or overpayments.
  • We assess which level of support would suit you and your personal needs best.
  • We oversee payment for general living costs on your behalf including nursing home and care home fees.
  • We ensure that you receive any benefits or funding you are entitled to.
  • We provide you with expert creative advice and solutions for daily money management issues.
  • We are in regular contact with you and work alongside families, home carers and social workers.
  • We supply your personal carers with an ‘Expense Card’ for day-to-day costs such as food shopping, travel and outings.
  • We take safeguarding measures and offering security to prevent financial abuse of elder clients or clients affected by Alzheimer’s disease, dementia or any other illness making them particularly vulnerable.
Call us on 0800 688 8866 if you require any further information regarding the Appointeeship Programme, have a look at our FAQs or alternatively, email us on and we will be happy to help.

Appointeeship Programme FAQs:

What Is An Appointee?

An appointee is either a person or an organisation that is appointed to manage a person’s finances when they are unable to do so themselves due to illness or disability, and could be at risk of financial abuse. As your appointee, we would handle all your financial dealings, property and valuables including receipt of benefits.

What is the difference between an appointee and a corporate appointee?

An appointee is an individual, usually a family member or friend, who takes responsibility for somebody’s finances. A corporate appointee is an accredited organisation who is designated by the Department of Work and Pensions to take accountability for someone’s finances. Sova Healthcare is a corporate appointee. We are proud to be able to offer corporate appointeeship on top of a large number of other home care services. This makes it a convenient way for you to receive care from just the one care provider, rather than having to deal with several different organisations.

When would somebody need a corporate appointee?

If a person who is incapable of managing their own finances, does not have a suitable family member or close friend to become their appointee, an organisation such as Sova Healthcare can be their corporate appointee.
Could somebody have more than one appointee?
No, only one appointee can be allocated to one individual. An appointee, however, can work for more than one client.

What are the responsibilities of an appointee?

As your appointee we will be responsible for ensuring you receive in full all the personal benefits you are entitled to. We will also ensure that all your bills are paid on time. We would also be accountable for liaising with the Department of Work and Pensions on your behalf and keeping them up-to-date on your situation, reporting any changes of circumstance. Changes in circumstances could include a change of address or bank account, updates on a medical condition, or the amount of savings you have (as this affects benefits).

We can also help you with other money matters such as agreeing on a budget with you to help you pay for living expenses, helping you save money, and assist you in dealing with debt.
Who are the Department of Work and Pensions?
The Department for Work and Pensions (DWP) is the UK’s largest public service department, managing welfare, pensions and child maintenance. It administers all age, health and disability related benefits. As your appointee, we would be responsible for reporting monthly updates directly to the Department for Works and Pensions on your behalf.
Is there a minimum age for an appointee to be?
Yes, an appointee must be over the age of 18 years old.

Under what circumstances would an appointeeship end?

An appointeeship ends when the appointee no longer wishes to act as an appointee, if they are not acting responsibly and in the best interest of their client, or if the client passes away.
What is an ‘Expense Card’?
Your carer can use an Expense Card to make purchases for you such as your food shopping and other necessities. The cards can also allow you to pay for things online and to withdraw cash from any ATM points in the same way that a debit or credit card can. It operates in a similar way to a debit card, in that you can only spend as much as the funds transferred onto it allow you to. Together with your carer you will discuss and come up with a budget and decide on the amount that will be transferred onto your card every month. Extra money or a change in amount can also be dealt with easily and efficiently. The Sova Healthcare Expense Card is a convenient and safe method for your carer to use your money to buy you what you need. For any other information about the Expense Card, please contact us and we will be happy to help.

How do I know if I am entitled to any benefits?

To discover what you might be entitled to, you can contact your local authority. Alternatively, you can contact us and we can find out for you on your behalf.
What happens when a person with an appointeeship dies?
If their client dies, the appointee must inform the Department of Work and Pensions as soon as possible, who will then deal with the closure of the appointeeship and transfer the person’s account over to the next of kin.

Please email us on if your question has not been answered, or for any other information on appointees or our Appointeeship Programme, do not hesitate to call us on 0800 688 8866.