Guide to dealing with clients under Powers of Attorney
This guide is intended to help firms understand what the law requires of them when dealing with powers of attorney. As part of the UK Regulators Network (UKRN), the FCA is encouraging policy makers in financial services and utility companies to use this guide when reviewing how they engage with customers who do not make their own decisions.
The guide helps firms to learn about deputy court orders and different types of power of attorney, including lasting powers of attorney and enduring powers of attorney.
It has been produced by the Office of the Public Guardian in partnership with the UKRN, Ofcom, Ofwat, and Ofgem, as well as us.
You can access a copy of the guide here.



Financial Resilience Survey – General Insurance
Michael Senior Compliance FCA
The FCA Financial Resilience team has clarified the intention behind the data requested in their survey in relation to Question 2b. Question 2b, Please provide how much of your cash inflows advised in 2, is ‘contractually committed’. The online FAQ, gives the guidance … “We want to identify how much of your estimated cash inflow […]