top of page
Moving People_edited.jpg

Training Services


We provide a range of training solutions to support businesses and organisations in identifying and supporting vulnerable clients and patients, often complementing our digital solutions. 

Financial Vulnerability Training

Our CPD-accredited financial vulnerability training modules cover both the theory and practical

elements of identifying and supporting

vulnerable clients, including;

  • Understanding financial vulnerability

  • Vulnerability drivers, states and levels

  • How vulnerable circumstances can impact on an individual

  • How to have difficult conversations and ask those awkward questions

  • Case studies: bereavement and dementia

  • Documentation and alignment to internal procedures


Presented by Tim Farmer, considered to be one of the leading experts in this field, our training is delivered via a live webinar to companies, or to small groups/individuals at one of our open webinars

Mental Capacity Training for Health Care Professionals

We offer mental capacity training to the NHS and the Care Home sector which focuses on applying the Mental Capacity Act (2005) to a patient's health and welfare decisions:


  • Engaging training videos, with live Q&A, from highly experienced mental capacity experts

  • Suitable for all allied health professionals

  • Practical approach for applying the MCA using case studies

  • Overcomes staff confidence issue

  • Alleviates pressure on time-poor support staff and discharge management

  • Training is supplied either as on-demand videos under an unlimited annual licence, or via webinar as a half-day package

Mental Capacity Training for Financial and Legal Professionals

We also offer mental capacity training to other professionals which focuses more on the fundamentals of the Mental Capacity Act (2005) and two-stage test, and how to practically apply it to decisions around property and finance, testamentary. LPA etc. ​

For more information or to discuss any specific needs your organisation has, please do contact us at

People Walking_edited.jpg



D&G approached us asking us to provide practical training aimed at Band 5 and 6 ward nurses who lacked the confidence to undertake assessments for their patients. A large proportion of staff come from abroad, meaning they were not conversant with the MCA (2005). This all put pressure on support staff and impacted on discharge management.

Our three on-demand mental capacity training videos provide the ideal solution for their nurses as they are able to access the training from their e-learning platform, at a time suitable to them within their busy workloads. And, with unlimited access, D&G were also able to open the training to a wider group of staff.


We have delivered a series of webinars for Ascot Lloyd, looking at both the basics of financial vulnerability and the practicalities of how to support clients in vulnerable circumstances.


Our clinical and regulatory knowledge enabled their advisers to build on their existing knowledge and by using case studies around bereavement and dementia, we were able to bring this sensitive area to life and highlight how this fitted into their current internal documentation processes.


Tim Farmer is a regular speaker and trainer at various Irwin Mitchell events. He has delivered training for specific departments within Irwin Mitchell such as Private Client which focused on the practicalities of assessing mental capacity in line with the Mental Capacity Act and associated caselaw.

bottom of page