NEWS & GUIDANCE
Practical updates for social care & financial teams
A hub for social workers, commissioners, deputies and care providers who need clear, practical information about managing client money, benefits and care funding.
Browse the latest articles below or filter by topic to find the guidance that is most relevant to your role.
Request a Call Back
Latest articles
GUIDE · APPOINTEESHIPS
Explaining appointeeship to clients & families
A step by step guide you can use in conversations to explain what appointeeship is, when it is used and how ILBP manages day to day money safely.
Read article
UPDATE · DWP & BENEFITS
Handling backdated payments and overpayments
Practical steps for social workers and finance teams when a client receives a large backdated payment or a letter about an overpayment.
Read article
INSIGHT · COURT OF PROTECTION
Joining up appointeeship and deputyship roles
How deputies, solicitors and ILBP can work together on complex estates so that responsibilities are clear and records are aligned.
Read article
GUIDE · DIRECT PAYMENTS & PHBs
Keeping direct payment accounts audit ready
A practical checklist for PHB and direct payment teams covering what to monitor, how often and what to record.
Read article
No articles are currently listed under this topic. Select All topics to see the available articles.
Latest highlights
Quick read guides for social workers explaining appointeeship and direct payments.
Plain language summaries of key DWP and Court of Protection changes.
Checklists you can use in supervision or team meetings.
Case Studies
See how our money management model supports clients, local authorities and care providers in real world situations.
