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Acting as a Property & Financial Affairs Deputy - Getting It Right - Live with Caroline Bielanska

Level
Advanced: Requires substantial subject knowledge
CPD
6 hours
Group bookings
email us to discuss discounts for 5+ delegates
Acting as a Property & Financial Affairs Deputy - Getting It Right - Live with Caroline Bielanska

Session

24 Jul 2025

9:30 AM ‐ 4:30 PM

With a SmartPlan £486

With a Season Ticket £540

Standard price £720

All prices exclude VAT

Introduction

The breadth and depth of knowledge expected from a professional deputy is vast.

It is easy to get unstuck and be criticised by the OPG. Balancing working within the perimeters of the Mental Capacity Act 2005, being involved in every day decision making, maximising state support and ensuring care packages work can take its toll on your profitability.

This new live broadcast session is aimed at the professional deputy and their support staff.

What You Will Learn

This live and interactive broadcast will cover the following:

  • Duties and responsibilities of a deputy Supervision of the OPG and complying with the professional standards
  • Financial management, including investments, joint accounts and P managing money
  • Arrangements for P's care, including choice of care homes and employing personal assistants
  • Making gifts
  • Statutory wills
  • Changing and ending a deputyship
  • Calling in of the security bond, where previous deputy removed
  • Making the most of state support, including DWP, NHS and local authority support

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Acting as a Property & Financial Affairs Deputy - Getting It Right - Live with Caroline Bielanska