2001-2002 Annual Report - Public Guardian and Trustee of British ...

GOAL #1 — PROPERTY AND FINANCIAL INTERESTS OF PGT CLIENTS WILL BE PROTECTED
Child & Youth Services
Objective
(c) The entitlement of children in care to
financial benefits and the existence of
legal claims will be identified and acted
upon in a timely manner.
Performance Measure and Target
(i) Percentage of cases where PGT is Guardian of Estate
where financial entitlements and legal claims are
identified and action commenced within 6 months of
being notified by MCFD. Target - 50%
100%
80%
60%
40%
20%
✓ Target Met
50%
100%
In order to protect the financial interests of children and youth
for whom the PGT is Guardian of Estate, a timely determination
of any potential financial entitlement or legal claims is
essential. The PGT did this and commenced action within 6
months of being notified by MCFD in 174/174 or 100% of
cases this fiscal year. The target has been raised from 50% to
70% for 2002/2003 to better reflect past achieved results.
0%
Target
Achieved
Services to Adults
Objective
(d) Property interests of Committee of Estate
clients will be identified and secured.
100%
80%
60%
40%
20%
0%
✓ Target Met
60%
Target
90%
Achieved
Performance Measure and Target
(i) Within the first 3 months of PGT appointed as
Committee of Estate, all known sources of client
income are identified and secured. Target - 60%
As Committee of Estate under the Patients Property Act, the
PGT manages the estates of approximately 3,600 adults
incapable of managing their financial and legal affairs and
making decisions independently. It is important that the
income of these individuals be identified and secured so that
their property and financial interests will be protected. Once
secured, the PGT develops budgets for clients, manages
clients’ investments and property, pays bills and addresses
any legal issues on behalf of clients. For 90% of new clients
or 402/447, all known client income was identified and
secured within 3 months. Due to lack of historic baseline
data, the target was set too low and therefore readily
achieved. Nevertheless, this measure will not be tracked and
reported on next year as the PGT now knows that a high
level of performance is already being achieved.
36 2001/2002 PGT Performance Report