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Annual Risk Management Review by Sponsor Aon

Posted by on 10th January 2018 in January 2018 |
      Any business planning for the future needs clear objectives and an understanding of the obstacles that may prevent those objectives being achieved.  Rarely do those threats, or risks, stand still.  Even though they may have been identified when the objectives were agreed, and even entered in a risk register, it is important to keep risks under review.   An annual risk Management review is an essential part of any risk Management strategy but it is often overlooked or is paid only lip service.  Done well, it enables you to assess your firm’s risk profile and to benchmark whether your performance is improving or deteriorating.  Identifying whe...
 

The lasting appeal of Powers of Attorney – safeguarding the vulnerable by Sponsor Brewin Dolphin

Posted by on 1st November 2017 in November 2017 |
For some the summer months can be a relatively quiet time often interspersed with well-needed holidays whether in sunshine or the rain. By contrast it isn’t traditionally the season for contentious legal pronouncements, which made the surge in commentary (see The Law Society’s Gazette and elsewhere) concerning powers of attorney all the more unexpected, but interesting. Certainly the commentary is worthy of reflection by anyone - solicitors, related professional bodies, or members of the general public interested in the circumstances where individuals can be granted the authority to manage the affairs of others.   The spark to the Summer’s interest were...
 

Tax Matters and Compliance

Posted by on 10th January 2018 in January 2018 |
One of my favourite principles from the current cache we have at our disposal is Principle 8. By way of reminder:   “You must run your business or carry out your role in the business effectively and in accordance with proper governance and sound financial and risk Management principles”   I describe it as the Management principle. It says it all as far as what managers, and compliance professionals must achieve. It gives us the foundation stone with which to build our compliance structure and it makes everyone a builder of the culture with its catch-all phraseology and inclusivity.   It’s a reminder to all managers/owners of what’s expected of t...
 

Court of Protection - Costs, Estimates and Top Tips by Sponsor bSquared

Posted by new user on 6th October 2017 in September 2017 |
Court of Protection - Costs, Estimates and Top Tips by Sponsor bSquared   Costs estimates are nothing new in civil legal matters, although with the implementation of costs budgeting back in April 2013, they have become somewhat of a rarity in litigation claims.   This is not the case within Court of Protection matters, where practitioners are now expected to inform the Office of the Public Guardian (OPG) with their estimated fees for the forthcoming general Management year. Introduced in Spring 2016, the OPG105 provides the OPG with details of practitioners' costs for the previous year and the estimated costs for the forthcoming deputysh...
 

Webinar - DASLS Compliance Briefing

Posted by on 20th December 2019 in Management training |
Tuesday 10th November 2020 9.00 am - 10.00 am Speaker: Trevor Hellawell SRA Competence A, D Delivered using Zoom Web Conferencing - would like to but unable to attend?  Not to worry, all pre-booked delegates will be given access to a recording of the webinar to watch in their own time.   Speaker - Trevor Hellawell is a solicitor and legal training and Management consultant working with major law firms, local law societies, many legal training providers and other clients. Until going freelance in 1999 he was a full time lecturer with the University of Law, ending his career as a Principal Lecturer at the York Branch. Until recently returning to the freela...
 

Webinar - AML for Support Staff with Trevor Hellawell

Posted by on 19th December 2019 in Management training |
Tuesday 10th November 2020 10.15 am - 11.45 am Speaker: Trevor Hellawell SRA Competence A,D Delivered using Zoom Web Conferencing - would like to but unable to attend?  Not to worry, all pre-booked delegates will be given access to a recording of the webinar to watch in their own time.   Speaker: Trevor Hellawell is a solicitor and legal training and Management consultant working with major law firms, local law societies, many legal training providers and other clients. Until going freelance in 1999 he was a full time lecturer with the University of Law, ending his career as a Principal Lecturer at the York Branch. Until recently returning to the freelan...
 
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