1. Welcome to the supporting people to make financial decisions event

2. Maintain confidentiality – recognise this is limited We have the right to make mistakes and not know things Take responsibility for your learning by asking questions and giving feedback Allow others to have their say, challenge the views not the person You can leave the room at any time, without explanation

3. LEARNING OUTCOMES Identify key areas in the assessment process where the Mental Capacity Act and other relevant legal frameworks underpin practice Demonstrate awareness of the roles of different teams that provide support and how they work together Implement appropriate courses of action in response to issues identified during and following assessment

4. So why have I been asked to come today? What has finance got to do with me? I work with people not finance! Its not my job? How does it all fit together?

5. Background This event grew out of the realisation – we had a problem! Social care debt was growing, the authorities funding was decreasing and we needed to protect services and jobs. Safeguarding for financial abuse cases was rising A group was pulled together to look at all the issues led by Shane Hayward-Giles..

6. Background We all came to the table thinking our own house was in order – the problem was not with us! Through collaboration and sharing we learned that we could achieve so much more and so here we are today……. One of the outcomes was awareness raising for all our frontline staff

7. Your Role Today is to help you to understand how your role is crucial in supporting our service users and in social care income collection. To support the idea that financial decision making and social care income collection is everyone’s responsibility.

8. Supporting today: Operational Social Care Assessment Staff Safeguarding Personal Assets Team Financial Assessments Legal Senior managers

9. At the point of initial referral.. You receive a referral about Peter, he is struggling to manage at home. What are the key questions with regard to capacity to be considered at this stage? Who might be responsible for these actions?

10. During the Visit… During the visit you identify that Capacity is clearly an issue for Peter, he struggles to weigh up information and he has unrealistic expectations regarding his abilities to self care Peter is unable to tell you what income he receives or whether he has any bank account(s); he tells you that his daughter does his shopping and that his wife (who has been deceased for approximately 10 years) deals with all the couple’s finances Peter’s daughter, Wendy manages his money; she has his bank card, PIN no. and pays his bills at the Post Office What aspects of the above information require further investigation at this stage?

11. You find out that… During conversation it emerges that Peter: a. owns his own property b. has a savings bond worth £35,000 as well as a current account and savings account with the Halifax c. has a son from whom he has been estranged for approximately 10 years Following the assessment process it is proposed to move Peter into 24 hour care in a residential home What action would you now take?

12. Questions??