Thank you for replying. There was no Power of Attorney involved. It was a sister (who was a nominated carer) caring for the person who accessed the funds for day to day living. Are they allowed to know what the funds were spent on prior to them taking over? Can be accounted for but is it their right to know?
Can they enquire? Most likely yes.
Can they require that information? Not directly. If it's a condition of taking care, they can refuse to take over (but I think this is unlikely).
More likely than not I would think they're simply making sure everything is above board and, if not, will look to refer the matter to the Office of the Public Guardian. I would think the Public Trustee has a remit to look out for instances of financial abuse, and a situation where there is not a formal power of attorney in place is a warning sign.
Can they require that information? Not directly. If it's a condition of taking care, they can refuse to take over (but I think this is unlikely).
More likely than not I would think they're simply making sure everything is above board and, if not, will look to refer the matter to the Office of the Public Guardian. I would think the Public Trustee has a remit to look out for instances of financial abuse, and a situation where there is not a formal power of attorney in place is a warning sign.
Thank you very much for your reply Rob, we were just confused as to why they need to know this info when they had no interest back then. The said person has not been with the carer since 2017 as they were placed in a home, that’s when the Public Trustee took over affairs. So they want info on different withdrawal of funds from 2011 to 2017. There definitely was no financial abuse, we just didn’t think it was they’re business. All good, thank you again for your time in replying.
Similar threads
