PFS Chartered Connections Breakfast South Wales Q1 2020

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IMPORTANT UPDATE:

We regret to inform you that in light of the advice given by the Government we have cancelled this conference.

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: Tony Thomas, Wealthmasters Financial Management

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: Heledd Wyn, Gregg Latchams Solicitors

09:00 - 09:10 Closing remarks

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  

Tony Thomas

Wealthmasters Financial Management

Heledd Wyn

Gregg Latchams Solicitors

Venue  

The Vale Resort

Hensol Park
Vale of Glamorgan
Hensol
CF72 8JY