Brewin Dolphin Limited

Brewin Dolphin is one of the UK’s leading wealth managers. For more than 250 years we have been helping clients to manage their investments and to plan their finances to achieve their long-term goals. Our experts can help map out a financial plan that suits our client's lifestyle, providing guidance so that they make important lifetime decisions on issues including tax planning, retirement and passing their estate on to the next generation.

16 February 2016
South West
Local Alliances:
Exeter Dementia Action Alliance (EDAA)

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

We would like all our staff to become more aware of dementia, how it effects the individual living it and everyone else around them.  We believe this will help us when dealing with clients who may have dementia.

We have already run a seminar for some of our staff, we will also aim to have all staff view the DF video link. 

We will also be supporting Dementia Friends Awareness week in May by holding a bake sale in our offices for other firms to visit, this will help to raise awareness.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

Everyone has very high workloads which make finding time to support Dementia Friends hard but all staff are very supportive of this cause and will ensure they give time to it, no matter how little.

Member website

2. Actions

  • Host Dementia Friends seminar

    We hosted a Dementia Friends seminar on the 22nd January with some members of staff in attendance.

  • Ensuring all staff watch the Dementia Friends video

    I will send around the link to the video to ensue all staff watch the video and become Dementia Friends.

    Being implemented
  • Hold a bake sale

    We will hold a bake sale during Dementia Awareness week in the office to raise funds and awareness.

    Being implemented