
Podcast by The Professional Deputies Forum

Podcast by The Professional Deputies Forum

25 June 2026
In this podcast episode, we delve into the evolution of court protection client investments. Robin Bailey, an independent financial advisor, shares insights on how investment strategies have shifted from pre-Mental Capacity Act (MCA) days to the current landscape. The discussion highlights the roles of financial advisors and investment managers, contrasting historical prescriptive approaches with today’s more tailored solutions. Emphasis is placed on the significance of the MCA and how it reshaped the decision-making framework, allowing deputies more autonomy and collaboration with financial specialists to construct robust, personalised financial plans for clients lacking capacity.
00:00
41:04

09 October 2025
00:00
43:32

30 July 2025
In this episode of the the PDF COPCast, committee members Oliver, Jemma, and Martin delve into the intricacies of managing corporate protection teams. They share their experiences, highlighting the challenges and strategies in building successful teams from scratch. Jemma discusses the importance of strategic recruitment and maintaining team culture, especially during expansion across multiple sites. Oliver and Martin provide insights into inheriting existing teams and establishing efficient processes through quick wins. The conversation also touches on the significance of emotional connections and trust in fostering team cohesion, offering listeners valuable advice on managing growth and adapting to change.
00:00
41:23

22 May 2025
Our usual friendly and relaxed chat about COP matters including feedback on the recent Associates' Conference and how to choose an financial advisor. Hosted by Danielle Carter and Martin Terrell with special guests Charlotte Fletcher and Peter Slaney
00:00
33:36

23 April 2025
The latest episode of the PDF Copcast dives into the evolving landscape of cost management, with experts Stephanie Kaye. and Ellie Howard Taylor discussing critical issues surrounding SCCO turnaround times and bundling practices. The conversation sheds light on the sustainability challenges faced by firms, particularly smaller practices, in meeting the technological demands of the SCCO, emphasising the importance of streamlined processes and informed feedback to drive improvements in the system.
00:00
33:02

09 April 2025
A discussion with Alexandra Knipe about her work that covers international jursdictions. We also talk with one of our Associate members Alexandra Milson about the different routes into COP.
00:00
58:55