Webinar

Powers of Attorney

2 weeks ago

Lisa Webster is back with a technical focus on Powers of Attorney (POA). She addresses the why, the what and the how of POAs, outlining the different types available including deputy orders. Lisa will cover the key points to consider around restrictions, separating donor’s money, and acting in the best interest as well as an overview on the code of practice. Lisa will finish by highlighting the different rules for POAs in Scotland, Northern Ireland and England.

 

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Lisa Webster
Name

Lisa Webster

Job Title
Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

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