Walsingham Support is charging for Appointeeship services from 1 April 2023
The charge will be applied for all persons provided with financial management services as a result of Walsingham Support and/of any of its officers holding the role of Appointee for an individual, whether Walsingham Support provides other care services to the individual or not.
Charges will be applied normally quarterly as at the 15th of the second month of each quarter for that quarter period. For the 2022/2023 year there will be one annual charge made in March 2023. The first quarterly charge for 2023/2024 will be applied on 15th May 2023.
Owing to administrative reasons, the 2022/2023 charge will only be applied to those individuals receiving Appointee services as at 31 March 2023. Thereafter, all individuals will be charged on a proportionate basis as their service is terminated by whatever reason.
Charges will be invoiced to the individual by Walsingham Support and payment of those invoices will be made using the normal Payment Request process currently in place. All outstanding charges must be settled before residual bank and similar balances will be transferred to any new Appointee or executor.
Where an individual has insufficient income or for some other genuine reason of hardship, Walsingham Support may, at its sole discretion, make such amendment to the charge as it decides. Applications for a reduction must be made formally in writing to the Director of Finance as soon as reasonable.
The charge for 2022/2023 will be at the rate of £500 per annum. Thereafter Walsingham Support reserves the right to increase the charges at the rate of 5% or the rate of inflation, whichever is the lower.
This policy will be displayed on the Walsingham Support website and the rates will be updated annually. The individuals will be notified in an appropriate manner.