Owl Guardian Services

“Taking Vulnerable People Under Our Wing.”

What Do We Do?

Owl Guardian Services take care of a whole range of financial needs from claiming state benefits to high end investment programmes. Whatever the requirements or financial woes, we are here to help.

We work within the framework of the principles of the Mental Capacity Act 2005 and always act in our clients’ ‘best interests’. Our aim is to protect, empower and liberate our clients.

What makes us different to other organisations is the personal contact. Our liaison officers are a unique facility enabling us to be responsive to our client’s individual wishes. We liaise with families, care providers, social services, local authorities and other organisations in order to ensure our clients are protected, cared for and their money is being well managed. In addition, a bespoke budget is tailored to each individual’s circumstances to guard against financial wastage.

Deputyship

This service is offered for clients who are deemed to lack mental capacity and unable to manage their own affairs. A Deputyship Order from the Court of Protection allows us to act on behalf of the client in dealing with their property and finances. There are very strict guidelines on how this service is managed, and the work is overseen by the Office of the Public Guardian.

Deputyship Costs:

Owl Guardian Services charge fixed fees for carrying out deputyship work, which is laid down by the Court of Protection for Local Authority charging, as set out below;

For clients with over £20,300 in assets

Category 1 charge (work up to the issue of the Order)

£944.00

Category 2 charge (an annual charge for the first year

£982.00

Category 2a charge (annual charge for subsequent years)

£824.00

For clients with under £20,300 in assets

Category 1 charge (work up to the issue of the Order)

£944.00

Category 2a/2b charge (annual fee)

3.5% of assets

Annual report of income and expenditure to the Office of the Public Guardian

£274.00

Where required

Preparation of basic tax return

£89.00

Property management charge

£380.00

Appointeeship

This provision is for people who require support with managing their benefit income. An application is made to the Department for Works and Pensions, who will assess the claimant for granting an Appointeeship. The benefit income is then paid to the Appointee who ensures that the client’s needs are met, their bills are paid and the income managed appropriately.

Appointeeship Costs:

Setting up fee (one off payment)

£150.00

Monthly administration fee for clients living in the community

£80.00

Monthly administration fee for clients living in residential/nursing care

£45.00

Owl Guardian Services Ltd reserve the right to charge for work undertaken out of the office, which does not fall within the responsibility and scope of work covered by the weekly charge. These charges are levied at £55 for appointee and POA clients.   Mileage is charged at 45p per mile.  Winding up fees are charged at £195.00 for Appointees.  VAT is charged on all costs.

General Power of Attorney

Owl Guardian Services support people who may be unwell or struggling to manage their affairs, but have full capacity to appoint an attorney. A General Power of Attorney is especially suited to someone who is in the position of having to move into a care home and requires support with finding the right care placement, sorting out their home and contents, ending a tenancy or selling a property.

We understand how unsettling and worrying this time can be but we aim to make the transition as smooth as possible, whilst being sensitive to our client’s needs.

Lasting Powers of Attorney

A Lasting Power of Attorney is registered with the Office of the Public Guardian. It allows us to continue to act on behalf of an individual (in property and financial affairs) if and when they are unable to make decisions for themselves at a future point in time.

Power of Attorney Costs:

General Power of Attorney

£450.00

Lasting Power of Attorney

Varies

Monthly administration fee

£80.00

Annual Property Management Fee

£300.00

Provision of annual income and expenditure report

£215.00

Owl Guardian Services Ltd reserve the right to charge for work undertaken out of the office, which does not fall within the responsibility and scope ofworkcoveredbytheweeklycharge.Thesechargesareleviedat£55forappointeeandPOAclients. Mileageischargedat45ppermile. Winding up fees are charged at £752.00 for Power of Attorneys. VAT is charged on all costs.

Money Management

The Owl Equals Cash Card

Shopping cards

Owl Guardian Services work with our partner team Equals to provide a pre-loaded credit card that provides a secure and convenient way for our clients, carers and families to shop in store and online. They come with a PIN for security. The cards are simply topped up with a weekly amount for spending. Additionally, we can provide further protection through how the card may be used, such as restricting online use such as gambling and cash withdrawals. It’s the safest way to shop.

The accounts team oversee the management of cards and are happy to liaise with carers and clients to assist managing their money.

 

Costs:

Deputyship cases – management fee of

£7.50 per month

Lost or replaced cards are charged at £15.00. Our banking partner may also charge some additional fees including a cash withdrawal fee from ATM machines of £1.50. The cards are free to use in stores and online.

Shopping Cards

Shopping cards

We can provide a range of shopping cards for carers and clients to provide added financial protection and restrictions. These are safe for carers to use and we monitor usage and totals.