It is not uncommon for a Deputy to receive assistance from a Case Manager.

A Case Manager will usually have a professional background in the following:

Social Work


Speech and Language Therapy


It is important for the Deputy to try and match the Case Manager to the specific needs of the client.

The Case Manager will have to assess, plan, co-ordinate and services to meet the individual needs of the client. This could involve issues with regards to health and/or social needs.

Given the Deputy’s main purpose is to manage the financial affairs of the protected party, a good Deputy should be able to identify when the a Case Manager is required.   Although employing a case manager can be expensive, a Case Manager can make a substantial difference to the client’s welfare. 

On occasions, the Deputy may require a Case Manager to undertake an initial needs assessment. This is common where the protected party is in a care or nursing home and they have sufficient funds in order for a more detailed assessment to be undertaken. A Case Manager would be able to identify certain matters and report what would be in the best interest for the protected party. On other occasions a Case Manager may be retained for an indefinite period when there are more challenging issues. This could prove invaluable for the family and provide amongst other things, support, clarity, a point of reference and to take and share the burden with the family.

In choosing the right Case manager the Deputy will look for:

Experience of working with similar clients in the past;

Someone who can add value to the care package;

Knowledge of Medico-legal process – if there is an ongoing claim;

Mediation skills – if there is any contentious issues that need to be dealt with;

Good communicator;

Someone who has an inclusive approach with family members.

It is also important that the Case Manager is fully aware of statutory funding. They must have sufficient knowledge to provide such advice to a Deputy. This would include:

Adult Services

Continuing Health Care Funding – National Framework for NHS

NHS and Community Care Act 1990

Care Act 2004

 Children Services

Special Educational Needs

Education Health and Care Plan

It can, therefore be seen that the Case Manager needs to be experienced in a number of fields in order to meet the expectations of both the family and the Court of Protection Deputy.

It could be argued that the most essential role of a Case Manager is “working with the client, addressing their needs in terms of rehabilitation, addressing independent living and doing this in a cost effect and efficient manner”.