Powers of Attorney – all you need to know

Online
Thursday, 20 January 2022
12:00 pm – 1:00 pm (UK time)
    • Lisa Law, Brodies
    • Ailidh Hay, Brodies

Powers of Attorney are key documents giving individuals potentially wide powers in respect of another's affairs or care. Their use with elderly clients is becoming more common and it's essential that a professional presented with one knows what to look for before acting.

Join us as the team at Brodies cover key Power of Attorney concepts:

  • What, who, why, when, where and how
  • The powers and how to use them
  • Operating the powers
  • What (in)capacity is
  • What happens if it goes wrong
  • What happens if there is no power of attorney

We have colleagues across Scotland with offices in Edinburgh, Glasgow, Aberdeen and the Highlands who can speak with you about this.

Learning objectives

The seminar will give participants knowledge of:

  • What a power of attorney is and what actions it allows the attorney to carry out on someone's behalf
  • How a power of attorney helps advisors in their job and how to speak with clients about putting one in place; and
  • How to take instructions from a client's attorney.

Brodies has colleagues across Scotland with offices in Edinburgh, Glasgow, Aberdeen and the Highlands who can speak with you about this.

Venue
  • Online

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance and Actuarial Society of Glasgow, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.