Procedure/standards when responsible for guests money/cards
Purpose: This policy is intended to set out Leuchie approach to guests who require help with the use of their money or finances as part of their care/holiday. Our aim is to ensure that all assistance with guests’ money is provided on a sound, open, honest and transparent basis and that the highest standards of probity are followed at all times. This policy covers guests and also staff when taking guests out on trips.
Scope: Guests should be encouraged to keep money and valuables in a secure place at all times and not to leave money or valuables lying about. If they decide to leave money within the reception safe then follow the Admission procedure.
STANDARDS EXPECTED OF STAFF WHEN TAKING GUESTS OUT ON A TRIP
- Act with the highest standards of care, probity and honesty at all times
- Respect guests rights to spend their own money in the way that they wish to spend it and to keep their own financial affairs private
- Uphold a guest’s right to confidentiality regarding their financial information
- Only ever spend, use, carry, transport a guest’s money according to the guest’s explicit instructions or that of the guest’s family if POA stands
- Do not give guests financial advice or information other than that which would reasonably be required as part of fulfilling their duty of care as set out in the plan of care
- Declare any financial or business arrangements that they have which may cause a conflict with or compromise their ability to handle a guest’s money honestly and impartially
- Report to their line manager/reception team any discrepancies or problems relating to guest’s money or finances immediately, including worries or concerns that a guest may be being cheated or defrauded by a third party or has otherwise lost or mislaid money or valuables.
R001 17/6/25
Leuchie is a charity registered in Scotland no. SC042249. Company no. SC392721