Guidance

Deputy guidance: how to carry out your duties

Advice to help court-appointed deputies look after adults at risk.

From:
Office of the Public Guardian
Published
15 February 2012
Last updated
96 July 20252026 — See all updates

Applies to England and Wales

Documents

SD3 How to be a deputy: property and affairsfinancial deputydecisions (web version)

HTML

SD4 How to be a deputy: health and welfare deputydecisions (web version)

HTML

SD3 How to be a deputy: property and affairsfinancial deputydecisions (print version)

PDF, 216408 KB, 3230 pages

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Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

SD3 How to be a deputy: property and financial affairsdecisions deputy:(large large printprint)

PDF, 663661 KB, 99 pages

SD4 How to be a deputy: health and welfare deputydecisions

PDF, 472425 KB, 3836 pages

Manage a bank account for someone else

PDF, 409 KB, 9 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

These leaflets are for anyone who has been appointed as a deputy by the Court of Protection. They include guidance on:

  • getting started as a deputy
  • how to make decisions
  • keeping records
  • reporting to the Office of the Public Guardian (OPG)
  • how OPG supervises deputies
  • investigations and protecting vulnerable adults
  • Court of Protection visitors
  • dealing with banks and other financial institutions

Updates to this page

Published 15 February 2012
Last updated 96 July 20252026 href="#full-history">+— show Show all updates

  2. Contact centre number and International telephone numbers updated and Relay info added. Crown logo and version number updated

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