Financial Deputyship Privacy Notice
Public authorities are appointed by the Court of Protection to manage the finances, property and affairs of people who lack mental capacity and are responsible for their income and assets and the management of their finances, property and affairs in their best interest.
Adults lacking capacity to manage their Finances, Property and Affairs who do not have an appropriately authorised adult to act on their behalf; their family members and contacts.
Date of birth
Address and Contact Details
Personal Financial Information
National Insurance Number
Religion and Religious Beliefs
Financial Information necessary in relation to managing the client’s finances under Court Order
Management of all aspects of the data subject's personal finances in line with the Court Order including but not exclusively: payment of bills, management of payments, income and benefits, acting on behalf of data subject online where necessary (setting up and administering email accounts and user registrations), liaising with the Department for Work & Pensions (DWP), Provision of information to the Court of Protection for a Deputy application, reporting to the Office of the Public Guardian at least annually and any other aspect of managing personal finances, property and affairs for the client.
Article 6.1 e - Exercise of official authority
Article 9.2 h - Provision of health or social care
Personal Data is shared with the Court of Protection, Office of the Public Guardian, DWP, HMRC, Social Work Teams, Care and Support Agencies and any other organisation or person deemed necessary in order to exercise our duty under the Court Order in managing the client’s finances in their best interest. Only necessary and relevant data will be shared and this will be limited to the requirement of each individual situation and occasion.
Personal data relating to the management of Deputyship clients will be held for 6 years plus the current year from notification of the client’s death or discharge of the Local Authority from the Deputyship Court Order.