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May 9, 2026Ageing and SocietyOpen Access

Third-party money management for adults with long-term care needs: current practices and challenges – a scoping review

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Authors

BSBeate SteurerBTBirgit TrukeschitzUSUlrike Schneider

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Overview

Scoping review explores third-party money management challenges in long-term care, indicating a need for better practices.

Key Points

  • This review aims to explore current practices in third-party money management for individuals needing long-term care and to identify effective strategies.
  • Conducted a scoping review analyzing 35 publications on third-party money management.
  • Synthesized findings into four dimensions to characterize TPMM practices.
  • Identified six aspects of good TPMM practices balancing autonomy and caregiving.
  • Found varying practices of third-party money management, from occasional assistance to formal decision-making.
  • Synthesized four dimensions: degree of formalization, collaboration, type of care provision, and digitalization.
  • Identified aspects of good TPMM practice, including collaborative decision-making and effective fintech solutions.

Cite This Study

Steurer et al. (2026) studied this question.

synapsesocial.com/papers/69fed0f8b9154b0b828782bdhttps://doi.org/10.1017/s0144686x26100798
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