Activity – Access to Funds and Intervention Orders Case Studies

Activity - Access to Funds and Intervention Orders case studies


Access to Funds Case Study

John has dementia, he lives at home with his wife, Joyce, she too may have dementia, although this has not been diagnosed as yet. There is no Power of Attorney in place, on either side.  It is likely that John will have to go into care fairly soon as Joyce can no longer care for him.  Their daughter, Liz, is the mainstay of support. John and Joyce’s affairs are all very straightforward. They have a joint current account, one joint savings account and they own, in equal shares, the home in which they live. That’s it. Uncomplicated.  Liz is their only daughter; they have a loving family relationship. They see Liz and her children often, which they very much enjoy.

Liz has heard about the Access to Funds scheme and thinks it may be suitable for her / her parents.  She has been paying for a lot for both parents out of her own money so if she could access their account she could support them better financially. She has asked your advice.

What will you advise Liz?

Is Access to Funds suitable in this situation?


Intervention Order Case Study

Mark is 22 years old with severe autism. He has lived at home with his Mum but sadly his Mum has recently passed away. Mark has chosen to move to supported accommodation in the community.

Mark needs to sign a tenancy agreement but he does not have the capacity to do so for himself. He is in receipt of benefits; although his Mum is/was his Department of Work and Pensions (DWP) appointee. He does not have a bank account in his own name.

Would an intervention order be appropriate to manage Mark’s affairs?