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Deprivation of Assets and Deferred Payment Agreements for Welsh Local Authorities

Professional Seminar - Delivered Live Online

Course dates

See booking form


1-day Course


Delivered live online by a trainer


£1295 plus VAT for up to 12 delegates

Deprivation of Assets and Deferred Payment Agreements for Welsh Local Authorities


In this practitioner level course, you'll learn two areas of financial assessments that many people struggle with. 

Deprivation of Assets:

Many people dispose of capital assets before or during a period receiving adult social care. Should those assets still be included in an assessment? When is it reasonable to give your money away or put it in trust? How do you decide if an act is deliberate or not? If a relative moves into the cared for person’s property as they go into residential care, should the property be disregarded? Approaching these difficult areas with consistency is essential to making fair and accurate decisions in a financial assessment.

Deferred Payment Agreements:

There is no doubt that deferred payment agreements are a valuable public service. They can prevent residents from being forced to sell their home to meet their cost of care, as well as providing the council with a secure lending option. However, there are huge variations in DPA sign ups across the country, as well as a general lack of awareness among residents, and inconsistencies in the level of admin fees between local authorities.

Professional Workshop:

Our one-day live online workshop is designed to give your staff the essential skills to make the best decisions and to share best practice with other local authorities.

Who’s it for?  

This workshop is ideal for financial assessment officers, support workers, debt advisors, welfare advisers, care providers, social workers and anyone who wants to understand how the financial assessments system for social care works.

Morning: Deprivation of Assets

- What is deliberate, what is reasonable?

Trusts, bonds, caravans and other tricky forms of capital

When to disregard property (and when is a relative really living there)?

Lessons from the Ombudsman

Afternoon: Deferred Payment Agreements

DPAs - Mandatory vs discretionary

- Best practice in obtaining security for a DPA

Charging for DPAs and developing a cost neutral scheme

- Best practice in communicating DPAs to residents

- Latest Ombudsman decisions

How it's delivered: 

This course is delivered ‘live on-line’ with a trainer and can be accessed via a PC, Mac or Tablet. With live online, you can interact, ask questions and practice new skills – all without leaving your desk! Perfect for dispersed teams working from home.  

Feedback from previous delegates:

"Brilliant speaker and has the right mix of humour, seriousness, control and openness to engage the audience."

"I strongly recommend anybody to attend these seminars as they have cleared up so many issues for our Local Authority."

"Great Seminar, well structured. Opportunities given to share your experiences and raise questions."