Referral

Start a Referral with Confidence

Making a referral is the first step towards providing professional financial support for an individual who is unable to manage their own benefits or finances independently. Whether you are referring someone for the first time or regularly work with AppointX, our referral process has been designed to be clear, secure and straightforward.

We understand that every referral represents an individual with unique circumstances, support needs and safeguarding considerations. Our experienced team carefully reviews each referral, works collaboratively with the referring organisation and ensures the individual receives the most appropriate level of financial support.

From the moment a referral is received, our priority is to provide a smooth transition into our services while maintaining open communication with everyone involved in the person’s care.

Complete the Referral Form

Who Can Make a Referral?

AppointX accepts referrals from a wide range of organisations and professionals who support vulnerable adults.

We regularly work with:

  • Local Authority Adult Social Care Teams
  • NHS Trusts
  • Integrated Care Boards (ICBs)
  • Social Workers
  • Occupational Therapists
  • Community Mental Health Teams
  • Learning Disability Teams
  • Supported Living Providers
  • Residential Care Homes
  • Housing Associations
  • Charities
  • Advocacy Services
  • Court Appointed Representatives
  • Solicitors
  • Deputyship Services
  • Other authorised organisations

If you are unsure whether you are authorised to submit a referral, our team will be happy to advise you before you begin.

When Should Someone Be Referred?

There are many situations where professional appointeeship or financial management may be appropriate.

You may wish to refer an individual if they:

  • Are unable to manage their own benefit claims.
  • Are struggling to budget or pay essential bills.
  • Have difficulty understanding financial decisions.
  • Are at risk of financial abuse or exploitation.
  • Have significant rent or utility arrears.
  • Have experienced a decline in cognitive ability.
  • Require ongoing support following an acquired brain injury.
  • Have been assessed as lacking capacity to manage financial matters relating to their benefits.
  • Need a professional organisation to manage their DWP appointeeship.
  • Require structured financial support following discharge from hospital or transition into supported accommodation.

Every situation is different. If you are uncertain whether AppointX is the right solution, we encourage you to contact us to discuss the individual’s circumstances.

Need support for a vulnerable adult?

Whether you’re making a single referral or require an ongoing appointeeship partner, our experienced team is here to help.
Make a Referral Today