LPA - certificate provider

I am in the process of preparing new LPAs for my elderly parents, naturally at their request. 

We'll need a "certificate provider" who isn't related to them to confirm that they know what they're doing. The "someone who has known them for at least two years" requirement is tricky (albeit not impossible) due to the fact that at their age they've outlived a lot of their friends.

The alternative is "a professional" but the examples in the guidance are quite narrow - GP, lawyer, social worker. I have a trusted friend who is willing to stand as certificate provider and she is qualified both as a Chartered Accountant and a Chartered Tax Advisor. Do any of the good people here know whether those qualifications will suffice?
«1

Comments

  • Flugelhorn
    Flugelhorn Posts: 7,146 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    the thing about the " GP, lawyer, social worker"  is that they have some experience / training in assessing mental capacity .. which I doubt an accountant would. 

    Do any of your friends know them? how about a neighbour?


  • Newly_retired
    Newly_retired Posts: 3,144 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    A relative just used a friend, no problem.
  • mebu60
    mebu60 Posts: 1,487 Forumite
    1,000 Posts Second Anniversary Photogenic Name Dropper
    No formal qualifications are required to be a certificate provider. 
  • Keep_pedalling
    Keep_pedalling Posts: 20,167 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    Any neighbours who could do it? 
  • Brie
    Brie Posts: 14,132 Ambassador
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    anyone who knows them and chats occasionally....hairdresser or barber is a good one as many people go to the same individual for years.
    I’m a Forum Ambassador and I support the Forum Team on Debt Free Wannabe and Old Style Money Saving boards.  If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.

    "Never retract, never explain, never apologise; get things done and let them howl.”  Nellie McClung
    ⭐️🏅😇
  • Bossyboots
    Bossyboots Posts: 6,756 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    My mother-in-law's hairdresser did hers and there were no issues.
  • otb666
    otb666 Posts: 818 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    I had the same problem and I read it as someone who knows them last two years (not related) or GP etc.  Over last 2 years housebound and not visited by anyone but us. So it is tricky and did not like asking neighbour etc as does not chat to them. As it turned out he did not want to do LPA but we would have gone with solicitor if he had wanted one.
    21k savings no debt
  • Flugelhorn
    Flugelhorn Posts: 7,146 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    My mother-in-law's hairdresser did hers and there were no issues.
    ideal solution - really doesn't have to be any different, just someone they have known for a few years and happy to chat about the process.

    the professional certficate provider has to reach a higher bar and hence really much easier to get the friend (or hairdresser). As a GP I did a few for people but got my mum's friend to do hers 
  • elsien
    elsien Posts: 35,522 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Brie said:
    anyone who knows them and chats occasionally....hairdresser or barber is a good one as many people go to the same individual for years.
    It needs to be a little more than that because they need to have a conversation about whether the person understands what they are doing.  Which your hairdresser or a barber are fairly unlikely to do. 
    Parent used a neighbour and explained to them that they needed to check whether she had still got her marbles or not. 
    All shall be well, and all shall be well, and all manner of things shall be well.

    Pedant alert - it's could have, not could of.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 349.9K Banking & Borrowing
  • 252.6K Reduce Debt & Boost Income
  • 453K Spending & Discounts
  • 242.8K Work, Benefits & Business
  • 619.6K Mortgages, Homes & Bills
  • 176.4K Life & Family
  • 255.7K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 15.1K Coronavirus Support Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.