How one financial planner is tackling later life care advice

‘It has become important to ensure that later life clients have a plan’

Isabel Baxter
clock • 4 min read

Later life care will become increasingly important in the advice industry, according to Matrix Capital founder and managing director Robin Melley.

In an interview with Professional Adviser, planning boss Melley shared that he thinks more advisers should be looking at offering later life care services to clients. In October 2023, Just Group found that nearly all advisers said that care forms part of their planning conversations with clients. Nevertheless, there are not enough financial planning or advice firms offering later life care services, according to Melley. "It requires niche advice, but it's just an extension of somebody's retirement because in all probability, they will live a long time," he said. With people living ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Partner Insight: The psychology of retirement

Partner Insight: The psychology of retirement

Bridging the advisers-clients gap: How emotional intelligence can help build deeper trust with clients and better understand their financial goals

James Woodfall, Raise Your El.
clock 15 September 2025 • 1 min read
Managing drawdown risk: A new frontier in retirement planning

Managing drawdown risk: A new frontier in retirement planning

'Volatility alone is no longer a sufficient risk measure'

Matthew Wright
clock 29 August 2025 • 4 min read
Sounding the alarm: Facing the retirement reality check

Sounding the alarm: Facing the retirement reality check

'At the heart of the issue is a worrying lack of engagement'

Laith Khalaf
clock 17 June 2025 • 3 min read