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Mental Capacity Act & Financial Affairs 8 December 2023

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Date, Time & Location

Dec 08, 2023, 10:00 AM – 4:00 PM

via Zoom

About the Event

This full-day training course aims to equip participants with knowledge about Lasting Powers of Attorney, Deputyship and appointeeship and consider how these can be used to support people who may lack capacity to manage their financial affairs.

Learning outcomes

  • Explain how the Mental Capacity Act 2005 (MCA) can be used to manage the financial affairs of people who lack capacity
  • Differentiate between Lasting Power of Attorney (LPA), Enduring Power of Attorney (EPA), Deputyship and appointeeship
  • Describe the duties and responsibilities of attorneys’ & deputies
  • Identify a valid LPA and Deputyship order
  • Explain what action to take when there are concerns about an attorney or deputy


  • The context – why is financial affairs relevant to adult social care?
  • How does the MCA relate to management of property & financial affairs?
  • Overview of LPA, deputyship and EPA
  • What decisions can an attorney or deputy make?
  • Assessing capacity to manage financial affairs
  • Who can make an LPA?
  • Who can be an attorney?
  • Appointing multiple attorneys
  • Preferences & instructions
  • The process for making an LPA
  • LPA rules on gifting
  • Duties and responsibilities of an attorney
  • What powers does the Court of Protection have in relation to LPAs?
  • Who can be a deputy?
  • The process for applying for deputyship
  • Deputyship rules on gifting
  • Limitations on the sale of property
  • Duties and responsibilities of a deputy
  • The Office of the Public Guardian and its role in safeguarding
  • Recognising an LPA and deputyship order
  • Working with attorneys and deputies
  • Overview of appointeeship

The course will be delivered by Piers McNeil 

Piers McNeil is an independent social worker with 17 years experience in a range of adult social care fields, including: learning disability, physical disability, and older persons mental health. Piers is also a qualified DoLS Best Interests Assessor & Court of Protection visitor and previously held several senior local authority positions specialising in the Mental Capacity Act 2005 and adult safeguarding. Piers is passionate about demystifying the MCA and empowering others to use it effectively. He has led practice forums for Best Interests Assessors and has designed and delivered training to a range of audiences.

Includes all course materials and a certificate. Course access details will be emailed direct to delegate(s) upon completion of your booking.  If you have any queries, please do not hesitate to email  or call 07341 277487.


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