IT HAS NEVER BEEN MORE IMPORTANT TO HAVE THE RIGHT TRAINING IN PLACE TO SUPPORT AT-RISK CLIENTS
AND GETTING THE RIGHT TEAM TO SUPPORT YOU.
We are able to provide a range of training solutions to support businesses in identifying and supporting at-risk clients, often complimenting our digital solutions. This includes:
How to identify and support at-risk clients
Asking those difficult questions
intro to financial vulnerability
The Mental Capacity Act in practice for will writers
The Mental Capacity Act for health care professionals.
For more information or to discuss any specific needs your organisation has, please do contact us.
Some of our projects
PARTNER TRAINING- FINANCIAL VULNERABILITY
We have delivered a series of sessions for individual partner firms focusing on the identification and assessment of financial vulnerability. By utilising existing adviser knowledge we are able to build upon this foundation with clinical and regulatory knowledge to ensure improved client outcomes. We also use webinars to deliver wider training for the entire SJP Partnership
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.