XMAS: Private Client E-Conference - Private Deputies

Finders International are hosting an event for Private Client professionals, specifically appealing to those working with and in association with private deputyship. For our final Private client event of 2022, we will be delivering presentations from top professionals in the field discussing topics relevant to your role.

We will be discussing;

• COP costs & risk assessment | Delving into COP costs and further detailing into managing uncertainties within your job role
• Working with Solicitors | Ensuring that your clients are provided with the care most appropriate to them and further detail into Elderly Client Care.
• Compliance when it comes to the safeguarding of managing financial assets of those without capacity | How regulations and pressures are ever increasing and how remote working has made it even more important to ensure transparency across teams
• Adaptation for vulnerable clients | Meeting the needs of your vulnerable clients via means of adaptation and managing funds and assets, and further looking into a clinical negligence compensation case study.
• How can a probate genealogy company help you | What happens when there is no known next of kin and what other services can you benefit from.

OUR SPEAKERS:

RUTH MEYERS | Partner – Court of Protection |Boyes Turner LLP

KAREN HOWELL | Consultant | Cornerstone Care Consultancy

CLARE KING | Head of the Court of Protection & PI Trusts Team | Clarion Solicitors

DAVID LOCKWOOD | Senior Business Development Manager | Finders International

HEADLINE SPONSOR:

TROJAN CONSULTANTS

W: www.trojanconsultants.com

E: sales@trojanconsultants.com

Trojan Consultants is an acclaimed specialist in providing market-leading financial case management software and services, with a rich heritage spanning more than 37 years in the sector. We help local authorities, health trusts and solicitors to manage the financial affairs of vulnerable individuals compliantly and efficiently through automated, on-demand client money and case management solutions. Most importantly, we develop and hone our solutions in direct collaboration with the people who use them every day and the proud providers of the first cloud solution for deputyship and appointeeship financial management. Together, our customers administer over £1 billion for a combined 45,000+ vulnerable clients.