Appointeeships
Local authority referrals
ILBP works in partnership with local authorities across the UK
to provide safe, compliant appointeeship services for vulnerable
adults who cannot manage their own benefits and day-to-day money.
Request a Call Back
When is a local authority referral appropriate?
Referrals to ILBP may be suitable where an adult lacks capacity
to manage their finances, or where they have capacity but
struggle to manage money safely. There may also be a risk of
financial abuse or existing arrangements may be breaking down.
We work with social workers, hospital teams and finance officers
to stabilise money management and protect the client.
Vulnerable clients
Lacks capacity or struggles to manage benefits or budgeting.
History of exploitation, financial abuse or scams.
Frequent crisis requests for money or food.
Risk of arrears
Rent, utilities or care charges are not being paid.
Eviction or service withdrawal is a concern.
Historic debts are building with no clear plan.
Pressured teams
High caseloads in social work and finance teams.
Existing appointeeship arrangements are no longer suitable.
Need for a specialist, auditable solution.
How the referral process works
We keep the process as straightforward as possible, while still
gathering the information we need to manage client money safely
and in line with DWP authority.
01
Send a referral
Online referral or email submission.
Share key contacts (social worker / finance / provider).
Confirm whether the referral is urgent
(arrears / safeguarding).
We review referrals promptly.
02
Provide core documents
Capacity assessment (where available).
Benefits information and known commitments.
Risk and safeguarding information (if relevant).
We gather what we need to act safely.
03
DWP authority
We submit the appointeeship application.
We track progress and respond to DWP queries.
We set up accounts and controls ready for first payment.
Clear steps and audit trail.
04
Stabilise money management
Priority bills and care charges structured.
Personal allowance agreed and paid regularly.
Ongoing communication with professionals.
Stability, compliance and protection.
The exact information required can vary by case complexity,
risk and existing arrangements.
Working in partnership directly with local authority appointeeship teams
01
The challenge
Growing numbers of clients needing financial support.
Limited staffing and internal capacity.
Increasing complexity of cases and safeguarding needs.
Admin burden that pulls time from frontline services.
Delays can increase risk and add pressure to social care teams.
02
Our solution: referral-based support
We support clients that cannot be managed in-house
due to capacity constraints.
Simple referral process with clear document requirements.
ILBP takes full appointeeship responsibility
for the referred client(s).
Ongoing communication with social workers and care teams.
Immediate relief for overstretched teams —
with continuity and compliance.
03
Our solution: bulk transfer service
Structured bulk transfers when Local Authorities
are ready to transition services.
Smooth onboarding with minimal disruption
to clients and stakeholders.
Secure transfer of financial management responsibilities.
Scalable approach for large caseloads —
from small groups to full transfers.
A planned transition that protects clients
and reduces operational strain.
04
Work with us
Discuss referrals, bulk transfers or
long-term partnership options.
We focus on continuity, compliance and stability throughout.
Clear reporting and communication to support oversight.
Talk to us to explore a pathway that fits
your service and caseload.
Get in touch to reduce pressure and improve outcomes.
Want to discuss partnership options?
Speak to ILBP about referrals, bulk transfers
and longer-term support.
Support can be tailored by locality, pathway or caseload size.
Frequently asked questions
Who can refer to ILBP?
Local authority social workers, hospital discharge teams,
appointeeship teams and finance officers can refer. We will
confirm whether appointeeship is the right route based on
the client’s circumstances and risk.
Do you need a capacity assessment before referring?
Where available, an MCA is helpful. If capacity is unclear
or fluctuating, we will work with the referrer to agree
the next steps and what evidence is required.
Can you support adults who have capacity but struggle with money?
Yes. Referrals can be appropriate where a person has capacity
but struggles to budget, pay essential bills, or is at risk of
financial exploitation. We will agree the right support
approach with professionals involved.
What information do you need to start?
We typically need key contacts, known income/benefits,
priority bills/care charges, and any safeguarding information
where relevant. This helps us stabilise money management
and protect the client quickly.
Do you support bulk transfers of cases?
Yes. We support structured transfers of small groups or
larger caseloads, with agreed timelines and clear communication
to minimise disruption and maintain continuity for clients.
Case studies
A snapshot of how ILBP appointeeships support vulnerable adults and the teams around them.
