Welcome to the supporting people to make financial decisions event

Maintain confidentiality – recognise this is limitedWe have the right to make mistakes and not know thingsTake responsibility for your learning by asking questions and giving feedbackAllow others to have their say, challenge the views not the personYou can leave the room at any time, without explanation

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

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?

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 risingA group was pulled together to look at allthe issues led by Shane Hayward-Giles..

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

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.

Supporting today:

Operational Social Care Assessment Staff

Safeguarding Personal Assets Team

Financial Assessments

Legal

Senior managers

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?

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?

You find out that…During conversation it emerges that Peter:

a. owns his own propertyb. has a savings bond worth £35,000 as well as a current account and savings account with the Halifaxc. 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?

Questions??