Evidence for your OPG annual report, from someone who has actually seen the person

Professional deputies and attorneys carry a duty to know how the person is, not just what has been paid. A quarterly welfare visit by one of our health and social care experts, written up in two pages you can attach to the annual report, discharges that duty and catches problems while they are cheap to fix.

Send an instruction How often should we visit?

Written by our clinical teamReviewed by our editorial panelLast reviewed 11 September 2026Sources: CPR Part 35, OPG deputy standards, our editorial standards

£390 a visit, £1,320 for fourQuarterly visits, two-page OPG-ready report each time. Ad-hoc visits at the same price.

Capacity reviewed when it mattersA decision coming up – a move, a sale, a gift – gets a proper assessment, not an assumption.

An expert on the end of the phoneMonthly oversight at £222 or £414 for placements you cannot reach easily.

THE JOB

What a welfare visit covers

A visit is not a chat in the lounge. It is a structured clinical look at the person and the placement, with the care records open, and it ends in a document you can rely on and the OPG can read.

Presentation, mood, weight, skin, mobility and falls – against the last visit
The care plan: is it current, is it followed, has anything changed without being written down?
Medication changes, hospital visits, GP contact, incidents and safeguarding since last time
Activities, contact with family and friends, how the person spends a day
The money side: fee schedule, increases, top-ups, personal allowance, anything being charged that should not be
What to raise with the manager, and whether a review, a capacity assessment or a placement change is due

Beyond the visit

Capacity reviews

A gift, a property sale, a tenancy, a change of care: assessed for that decision, recorded to the Code, £540 or £954 for two.

Best-interests support

Where the person lacks capacity, we prepare the best-interests record and attend the meeting – £198 an hour, two-hour minimum.

Review attendance

CHC reviews, s.117 reviews, care reviews – prepared and attended so funding is not quietly withdrawn.

Placement change

Care search and assisted visits when the current placement is failing; contract and fee review before anything is signed.

Written for the OPGEach visit report follows the same two-page structure so year-on-year change is visible, and the summary paragraph is written to be pasted into the annual report’s welfare section.

What this is not

Not a substitute for your own visits; a supplement to them.
Not legal advice on your duties as deputy or attorney.
Not an IMCA – independent professional advocacy, instructed by you.

FEES

Fees for deputies and attorneys

Welfare visit & reportStructured visit, care records reviewed, two-page OPG-ready report

£390 inc. VAT per visit

Four welfare visits (quarterly)The annual pattern most deputies choose

£1,320 inc. VAT per year

Care oversight – remoteMonthly check with the home, fee and review-date tracking, one call a month with you

£222 inc. VAT per month

Care oversight plus – in personAs above with a monthly visit and attendance at reviews

£414 inc. VAT per month

Mental capacity assessmentSingle decision £540 · two decisions £954 · COP3 £540/£660

£540 inc. VAT

Independent professional advocacyMeetings and best-interests processes · 2-hour minimum

£198 inc. VAT per hour

PLANNER

How often should the person be visited?

Our standards. Registered health and care professionals · professional indemnity insured · no commission from any provider · not legal or FCA-regulated financial adviceWhat we are, and what we are not →

Instruct a welfare visit this quarter.

Scope and fixed quote within one working day.

Send an instruction Care oversight

No referral fees. Reports within five working days of the visit.