Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

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Power of Attorney Refund Scheme

Last month, a power of attorney fee refund scheme was launched. The refunds are being offered to those who may have been charged more than was necessary to apply to register lasting or enduring powers of attorney between 1 April 2013 and 31 March 2017.

With this likely to affect so many of you, we thought we would point you in the right direction so that you can start the process to apply for a potential refund.

Making a claim is quick and simple and you have two options.

  1. Use The Office of the Public Guardian OPG’s online service. Only one form needs to be completed for each donor and OPG will find all power of attorney application fees paid by the donor during the qualifying period.
  2. Call OPG’s dedicated refunds service helpline on 0300 456 0300 and select option 6 to be put through to the refunds team. Lines are open Monday, Tuesday, Thursday and Friday from 9am to 5pm and Wednesday from 10am to 5pm.

After you’ve claimed

It takes up to 12 weeks for your claim to be processed and if your claim is approved the refund will be paid into your bank account.