Bitesize: Understanding Power of Attorney and protecting the Vulnerable

We are pleased to announce we are running this session again. It is an opportunity for us to increase our knowledge and awareness of this important subject – even if we don’t have dealings with it on a day-to-day basis – we may need it some day.

Our session will include a practical run through of the protections afforded by Lasting Powers of Attorney, Wills and Trusts and how we should prepare for, and consider the impacts of, any life events that can cause harm, much the same as insurance does.

This session is intended to inform attendees from a personal point of view and also helping them in dealing with customers.

Learning objectives:

  • Lasting Powers of Attorney
  • General Powers of Attorney
  • Protections they give to vulnerable people and those around them
  • Myths around LPA’s
  • A look at a recent case study which has brought lots of media attention around the importance of PoA
  • Duties / responsibilities of Attorneys
  • Alternatives to Powers of Attorney (Deputyship)
  • Other examples of vulnerability seen
  • Protections via Wills / Trust advice
  • How firms might approach cases with Powers of Attorney

Martyn Lewis (Create Solutions Consultant) has previously worked as a supervisor for the FCA and is providing this webinar to Create Solutions for information purposes only. He is also a qualified Mortgage and Later Life Lending / Financial Planner.


To book: email or phone 0161 870 6637. The session will be held via Zoom and details will be sent to delegates in advance of the session.

Please note: the maximum number of attendees is 3 per firm (if you require more places, please contact us and we will let you know if we can accommodate due to cancellations). If you/any staff members are unable to attend, please do let us know so we can offer the place to somebody else.

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Jun 27 2024


10:00 am - 11:00 am