PFS Chartered Connections Breakfast Essex Q1 2020

Home > Events > PFS Chartered Connections Breakfast Essex Q1 2020

Capacity and your clients

This session will consider the issue of mental capacity - how to identify a lack of, communicate your concerns with your client and/or their family and the steps you should consider when concerns around capacity arise.

Learning Objectives:

  • The various types of capacity
  • The appropriate tests for capacity and what the law says on assessing capacity
  • Suitable pathways when capacity issues are identified.

This event is only available to Chartered members.

Programme  

07:45 - 08:15 CCB Registration and Breakfast

08:15 - 08:20 CCB Chartered Champion Introduction

Chairperson: Mark MacLean, HarperLees

08:20 - 09:00 Capacity and your clients

This session will consider the issue of mental capacity - how to identify a lack of, communicate your concerns with your client and/or their family and the steps you should consider when concerns around capacity arise.

• The various types of capacity
• The appropriate tests for capacity and what the law says on assessing capacity
• Suitable pathways when capacity issues are identified. 

 

Speaker: Anna Kelly, Birketts Solicitors

CPD

CPD CII Scheme
 
PFS Accredited 0h 40min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Speakers  

Mark MacLean

HarperLees

Anna Kelly

Venue  

Colchester FC

JobServe Community Stadium
Mile End
Colchester
CO4 5UP