Understanding Lasting Powers of Attorney (LPAs) - Webinar

The Institute of Shropshire and Mid-Wales are delighted to deliver a 1 hour CPD webinar on Understanding Lasting Powers of Attorney (LPAs) delivered by Robin Melley FPS TPS director of Matrix Capital

The session will discuss why clients need to establish LPAs and why professional advice is vital, The common mistakes made by attorneys and handling tricky situations and The key differences between Enduring Powers of Attorney (EPAs), LPAs and Deputyships

Robin joined the financial planning profession in 1991, qualified as a Chartered Financial Planner in 2008 and was admitted as a Fellow of the Personal Finance Society in 2011.

He is also a Full Member of The Society of Trust and Estate Practitioners (STEP) and holds the STEP Diploma in Advising Vulnerable Clients. In addition to that, he is a Full Member of the Society of Later Life Advisers (SOLLA) and a fully accredited later life adviser, and a Member of the Expert Witness Institute.

Robin is one of the founding directors of the Financial Vulnerability Taskforce, which is a national not-for-profit organisation promoting greater understanding, encouraging appropriate behaviours, and establishing good practice in respect of consumer vulnerability.

He is the only Chartered Financial Planner in the UK to have been twice awarded the Chartered Financial Planner of the Year Award by the Personal Finance Society, which he received in 2020 and previously in 2013. Also, his team at Matrix Capital were the recipients of ‘The Financial Advisor Team of the Year’ Award at the STEP Private Client Awards 2020.