When deciding whether to take on the role, appointed decision-makers were far more cognisant of their
personal difficulties than principals. The top factors that influenced appointed decision-makers’ decision to
take on the role were whether they would listen to, respect and act on the principal’s wishes (90%), were
willing to take on the role with all its responsibilities (87%) and had knowledge about what the principal
wanted and valued (86%).
Four in five (80%) considered whether they could manage the role alongside any of their own personal
difficulties and three in four (72%) considered whether they could handle the emotional toll of the role.
Two in five (40%) considered whether they were expecting an inheritance from the principal.
Figure 41 – Factors influencing decision to take on role of appointed decision-maker
Yes
No
Unsure
Would listen to, respect and act on the principal’s wishes
90%
6%
Were willing to take on the role with all its responsibilities
87 %
7%
Had knowledge about what the principal wanted and valued
86%
8% 6%
Could manage property and / or money well
82%
9% 9%
Had the confidence to speak up on the principal’s behalf (e.g. to lawyers)
82%
9% 8%
Could communicate effectively with others and resolve disagreements
81%
12% 8%
Could stay calm in a crisis
81%
12% 8%
Could manage the role alongside any of your own personal difficulties
80%
12% 8%
Understood the principal’s culture and connection to community
77%
16%
7%
Had the skill and time required to perform the role
77%
12%
11%
Lived in appropriate proximity to the principal or could manage from afar
77%
16%
7%
Could manage difficult family dynamics related to the role
73 %
Could handle the emotional toll of the role
Were expecting an inheritance from the principal
72 %
40%
53 %
15%
12%
14%
13%
8%
Q.36. When deciding whether to take on the role as decision-maker, did any of the following influence
your decision? Whether you…
Base: All decision-makers n=522. ‘Don’t know’ cells with 5% or less have had their data labels removed.
7.3 Appointed decision-makers' understanding of their role and
the principal’s wishes
Only a quarter (26%) of active appointed decision-makers felt that when they started performing their role,
they understood their responsibilities very well.
The data also revealed that two-thirds (68%) of active appointed decision-makers felt that when they started
performing the role, they understood the principal’s wishes very well.
48
Empowering futures: A national survey on the understanding and use of financial enduring powers of attorney