power of attorney and MLR

power of attorney and MLR

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I am meeting a new client next week, who is power of attorney for an elderly relative (living in a care home).  I will do my MLR checks on the power of attorney but do I need to do the same with the relative? (the work will be personal SA of the elderly relative).  If I do, what can I use as they won't have a driving license and am not certain if they will have a passport.

What have others done in this circumstance?

thanks in advance

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David Winch
By David Winch
02nd Sep 2011 11:32

Resident in a care home

One option open to you is to write to the manager of the care home asking him to confirm that Mr XYZ, date of birth 12/34/56, is a resident there.

The reply would be sufficient to ID the elderly relative (unless there is something unusual about the case when you get into the detail - such as significant monies zooming off to tax havens without any credible explanation).

David

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By lja20
02nd Sep 2011 11:51

Thanks David - I shall do that - based on my discussions with the daughter, the income streams are quite moderate, so this should be sufficient.

 

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