Deputyship Surgery: Hoarding and Deputyship – What are your responsibilities?
When: 22nd March 2023 | 10:30am – 11:30am
Location: Online via Livestorm
Cost: FREE
Throughout 2023, PADSN are hosting a series of Deputyship Surgeries aimed at both public and private sector deputyship professionals, discussing some hot topics in the field and giving you the chance to get your burning questions off your chest!
For the second session of the Deputyship Surgery series, our deputyship expert David Lockwood will be joined by Nelson Law’s Senior Associate and Court of Protection Solicitor, Gemma Hopper, and Hoarding Disorders UK Director, Jo Cooke. Our expert speakers will be discussing and answering questions on the topic that no Deputyship professional can afford to miss – hoarding and deputyship!
The recent judgement in the Court of Protection has expanded the areas that Deputy’s need to consider before attempting to clear a property, especially when dealing with hoarding. Gemma and Jo will share their expertise and insights to help Deputyship professionals understand their responsibilities when dealing with hoarding disorder cases and how to approach them with sensitivity and effectiveness.
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We will be joined by…
Gemma Hopper
Senior Associate & COP Solicitor
Nelson Law
Gemma Hopper is a Senior Associate at Nelsons’ Court of Protection team, having joined the team in November 2019. She is an experienced Solicitor who qualified in 2016 with the Office of the Public Guardian, where she worked as an in-house Government lawyer representing the OPG within the Court of Protection.
Gemma deals with a range of Court of Protection work, including the management of property and financial affairs under the authority of attorney and deputy appointments. She is also a Director at Solicitors for the Elderly (SFE), an organization that empowers vulnerable adults across the country by ensuring legal advice is readily available and sourced in confidence.
Gemma is a Trustee for Age UK Nottingham and Nottinghamshire, which gives her a unique understanding of the role of a Trustee and their obligations. Gemma’s areas of expertise include mental capacity, Lasting and Enduring Powers of Attorney, attorney and deputy authorities, gifting applications, OPG authority, Personal Injury Trusts, and charity administration.
Jo Cooke
Director
Hoarding Disorders UK
Jo Cooke is a Director of Hoarding Disorders UK CIC and also runs her own business Tapioca Tidy. She is also the author of the book Understanding Hoarding which is fast becoming the “go to manual” for hoarders, their families and agencies that work with people exhibiting hoarding behaviours.
She has featured in the Guardian, Cosmopolitan and other publications and also appeared on a number of times on BBC Radio and BBC Sounds and on BBC Breakfast and ‘Inside Out’. Jo was selected as a finalist for the Thames Valley Venus Awards’ Lifetime Achievement Award in 2018.
Jo previously had a varied career in charitable organisations, human resources, project management, bookkeeping and the civil service, but realised she had a flair for decluttering and organising when she had to sell the family home that her father had lived in for more than 30 years. She has a wealth of experience and skills required when working in cluttered environments and takes a responsible and empathetic approach to the needs of people she works with.
Our host for this session…
David Lockwood
Senior Business Development Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales. Dave’s experience comes from working in four diverse local authorities across London and the South East, dealing with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues.
Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).
NOTICES
Finders International are CPD members
Member of the CPD Certification Service, Finders International provide accredited training, workshops & events suitable for continuing Professional Development.
View our member profile and our past CPD accredited events via the CPD website here.
This event is Carbon Neutral!
For 2023, Finders have pledged to offset the carbon usage of all our online event activities. To do so, we will be planting 1 tree for each webinar we host.
You can be rest assured that tuning into this webinar will contribute to your individual and firms goal towards reducing your carbon footprint! Read more about our Carbon Footprint pledge here.
Help us, help you, help others…
If you have watched this event, we would love your feedback! Please click here to leave us feedback on what you thought about this event.
For every feedback form filled, we will donate £1 to our chosen charities for 2023 – Keep Britain Tidy. Read more about our chosen charities here.
If you have any queries regarding this event or are interested in sponsorship, please do not hesitate to contact us at HERE
Deputyship Surgery: The questions you want to ask but are afraid to…
Deputyship Surgery: The questions you want to ask but are afraid to…
When: 26th January 2023 | 10:30am – 11:30am
Location: Online via Livestorm
Cost: FREE
Throughout 2023, PADSN are hosting a series of Deputyship Surgeries aimed at both public and private sector deputyship professionals, discussing some hot topics in the field and giving you the chance to get your burning questions off your chest!
For our first session we will be focusing on questions that you want to ask but are afraid to. Regardless of how long you have worked in the field, there will always be questions that might feel a bit silly to ask, but you need answering.
Well now is your chance! Pose your questions anonymously to our panel and we’ll see if we can answer them for you. For instance, you could ask about the process of making an urgent application to the Court, how you would go about it or why do we need to send certain forms to certain people.
Whatever the question is, let us have them and we’ll discuss in this upcoming Deputyship surgery.
Sign-up now to begin receiving updates on this event…
We will be joined by…
Natalie Smith
Court of Protection Associate Solicitor
Irwin Mitchell Solicitors
Natalie completed their training with Irwin Mitchell gaining experience in the Court of Protection, Medical Negligence and Public Law departments and qualified as a solicitor in 2013. Since qualifying, Natalie has worked in the Court of Protection department, specialising in the management of funds for clients who are unable to deal with their own financial affairs. The majority of their clients have brain injuries and have been awarded compensation that needs to be managed in their best interests.
Natalie also provides advice and assistance to people who act, or wish to act, as Property and Affairs Deputy for their loved ones, works closely with the personal injury teams to provide litigation support from a Court of Protection perspective, and is often involved in managing interim payments, for example, to establish care regimes and purchase new properties for clients when a claim is still ongoing.
James Batey
Legal Practitioner
Wilson Browne Solicitors
James is an experienced Court of Protection practitioner within the Court of Protection team. He works closely with the team and other professionals, such as case managers and financial advisers, involved in clients’ financial, legal, care and welfare matters. He is responsible for advising on and drafting all types of applications to the Court of Protection, including applications to appoint deputies, statutory will applications, and applications for family care payments.
James worked for over 25 years in a variety of roles in the Court of Protection and the Office of the Public Guardian. His most recent role was as an authorised court officer in the Court of Protection, a judicial office, where he was responsible for appointing deputies for property and affairs, and making a wide range of orders relating to managing the finances of vulnerable people. He was also a member of the Court of Protection Rules committee, where he helped develop the 2017 court rules, which set out how to make applications, and how the court will manage applications before it.
Because of his background, James has a unique inside knowledge of how the Court of Protection really works and uses this to get the best outcomes for his clients, at what is often a stressful and traumatic time.
Further speakers to be announced soon!
Our host for this session…
David Lockwood
Senior Business Development Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales. Dave’s experience comes from working in four diverse local authorities across London and the South East, dealing with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues.
Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).
If you have any queries regarding this event or are interested in sponsorship, please do not hesitate to contact us at HERE
Deputyship Development E-Conference | 3rd June 2021 | 10:30am
Estimated length of event: 1 hr 30 mins
An e-conference aimed at local authorities and public deputies with discussions on testamentary capacity and statutory Wills, as well as the ACC Judgement and what that means for local authorities acting as a deputy.
Learning Objectives:
- Understanding how someone can lack capacity to manage their finances but have capacity to make a will.
- The implications of the ACC judgement and how Deputies will need to approach this in their role.
- SH v Norfolk – Understanding how a council’s charging policy may need to be challenged by a deputy acting on behalf of their client, is there a possible conflict of interest? What to do if there is.
Register now to receive updates on the event.
If you have any further questions regarding this event, please do not hesitate to contact the event organisers at: [email protected]
Our Speakers:
MEGAN CHRISTIE-COPELAND
Partner & Head of Court of Protection
JMW Solicitors
RUTH MEYER
Partner
Boyes Turner LLP
BELINDA SCHWEHR
CEO
CASCAIDr
Event Organiser:
DAVID LOCKWOOD
Public Sector Development Manager
Finders International
For those with hearing impairments, we can provide a subtitled version of the event. We can also provide translated subtitles in your chosen language. To request this, please contact us at: [email protected]
Our Sponsor
Trojan
W: trojanconsultants.com
Trojan have been providing automated, on-demand client money and case management solutions that meet the complex financial client and patient money management demands of the deputyship, court of protection, client finance and client money management teams in Local authorities, NHS Trusts and solicitors for over 37 years.
If you have watched this event, we would love your feedback. Please click here to leave us some feedback. For every feedback form filled, we will donate £1 to our chosen charities – Age UK & Young Minds.
Deputyship Development E-Conference 25th March 2021 | 10:30am Cost: FREE
CAPACITY ISSUES FOR DEPUTYSHIP PROFESSIONALS
Estimated length of event: 1 hr 30 mins
In our next instalment of Deputyship Development events, we look at capacity issues, the capacity to make gifts and to litigate. We will also assess what a Trust is and why would you make a trust for your client. Finally, we are looking into why a Property and Affairs Deputy needs to be aware of DOLS orders, specifically that of Sec21a orders.
Learning Objectives:
- What is a trust and why a client may need one in place.
- How to approach a Trust application: the process and what needs to be put in place
- Awareness of how to approach litigation issues with a client who lacks capacity
- Making gifts: what rules are in place to ensure they are appropriate?
- Deprivation of Liberty: when a client wants to leave care and why a Sec 21a is important in this process.
Register now to receive updates on the event.
If you have any further questions regarding this event, please do not hesitate to contact the event organisers at: [email protected]
Our Speakers:
TIM FARMER
Founder
TSF Consultants
CHARANJIT TOOR
Associate Solicitor
Mullis & Peake LLP
MEGAN CHRISTIE-COPELAND
Partner
JMW Solicitors
KATHERINE SMITH
Senior Associate
JMW Solicitors
Event Organiser:
DAVID LOCKWOOD
Public Sector Development Manager
Finders International
Our Sponsors
Oxford Computer Consultants
Oxford Computer Consultants is a software development company that develops and delivers software excellence. More than 80 local governments use its social care product suite. Its project teams bring together data experts, numerical engineers, UX designers and front-end developers to deliver complex solutions packaged as accessible applications backed by implementation and support experts.
Trojan
Trojan have been providing automated, on-demand client money and case management solutions that meet the complex financial client and patient money management demands of the deputyship, court of protection, client finance and client money management teams in Local authorities, NHS Trusts and solicitors for over 37 years.
If you have watched this event, we would love your feedback. Please click here to leave us some feedback.
For every feedback form filled, we will donate £1 to our chosen charities – Age UK & Young Minds.
For those with hearing impairments, we can provide a subtitled version of the event. We can also provide translated subtitles in your chosen language. To request this, please contact us at: [email protected]
PADSN Deputyship Development E-Conference | 12th November 2020 | 10:30am
PADSN Deputyship Development E-Conference | 12th November 2020 | 10:30am
Estimated length of event: 1 hr 30 mins
For our next instalment of Deputyship Development events, we will be hosting:
Solicitor Panel:
Private Client Deputies – what is the difference? Our solicitor panel looks at their roles and how they complement Public Deputies.
Talk with Ben Slater:
Challenging Mental Capacity Assessments – What if a deputy disagrees with an assessment & what can you do?
OPG Q&A:
We will be sharing answers on previously asked questions for The Office of the Public Guardian (OPG)
Our speakers:
SHEREE GREEN
Director, Solicitor & Panel Deputy
Greenchurch Legal
GILL BROWNE
Professional Deputy
MFG Solicitors
DAVID LOCKWOOD
Public Sector Business Development Manager
Finders international
BEN SLATER
Owner & Experienced Social Worker
Nellie Supports
Our Sponsors
Headline Sponsor
Frenkel Topping
Learn more here
Oxford Computer Consultants
Learn more here
Caspar/ Trojan
Learn more here
Just Clear
Learn more here
National Deputyship Development Panel Discussion – 9th September 2020
This event is no longer available to view, find upcoming events here.
For our highly anticipated National Deputyship Development event, we are hosting a panel discussion between a line-up of experienced, knowledgeable solicitors within our field. During this event, our panel will be discussing two recent county council judgements, most relevant to local authority and professional deputies, providing context, advice and valuable discussion. They shall also be addressing questions put forward from our prospective viewers.
Court decisions in question:
– EWCOP 25 – KKL Executor & Trustee Company Ltd v Harrison
– EWCOP 38 – Cumbria County Council v A
Answering questions on the following topics:
– Securing authority to enter into or terminate the tenancy without having to file further application
– Paying estate funds to next of kin refusing to obtain a grant of probate
– Internal pressure to take on appointeeship/ deputyship when not in least restrictive means
– Obtaining Financial Advice
– Obtaining insurance for empty properties
Our speakers:
CAROLINE BIELANSKA TEP
Owner & Practicing Solicitor
Caroline Bielanska Consultancy
MEGAN CHRISTIE COPELAND
Principal Lawyer & Head of COP
Linda Myers Solicitors
ALISON TAYLOR
Senior Consultant
Frenkel Topping
DAVID LOCKWOOD
Public Sector Development Manager
Finders International
Our Sponsors:
Headline Sponsor
Frenkel Topping
Learn more here
Oxford Computer Consultants
Learn more here
Caspar/ Trojan
Learn more here
Just Clear
Learn more here
Wales Deputyship Day E-Conference 4th June 2020
This event is no longer available to view, find upcoming events here.
In replacement of the cancelled Wales Deputyship Development Day, we will be hosting a panel discussion to debate a multitude of deputy related topics and issues. We will also be showcasing talks most relevant to the current COVID-19 pandemic.
Covering subjects such as:
- Universal credit
- Applications and management of benefits
- Court of Protection form completion
- Financial safeguarding during the pandemic
- Looking after your wellbeing during the lockdown
- How can Finders International help you?
- And many others…
Our speakers:
ALISON TAYLOR
Senior Consultant
Frenkel Topping
VERONICA MULLINS
Partner & Solicitor
Ramsdens Solicitors
JAMES BATEY
Legal Practitioner
Wilson Browne
TOM YOUNG
Solicitor
Price Slater Gawne
AMY HOBSON
Managing Director
Wellbeing Collective
North West Deputyship Development Day
PADSN are proud to announce the first of their Deputyship Development Days. In association with Finders International and with headline sponsor Frenkel Topping, the event is aimed at all Local Authorities who undertake the Deputyship and Appointeeship function, protecting the finances of vulnerable clients. Although the events are targeted at the public sector, those working in the private sector are welcome to attend as it provides a unique opportunity for all professionals who manage finances to meet and network.
Finders will be speaking about the services they provide to the Public Sector and Frenkel Topping will be looking at Welfare Benefit problems and investment issues. Lynne Coombes from Security Bonds Ltd will be speaking about the new Appointeeship bonds. The main afternoon session will take a look at Deputyship through the eyes of the client.
Delegates can sign up to this free event through the form below. Lunch and refreshments will be provided.
We look forward to you joining us in April.
