Later life care plans for clients high on the agenda for advisers

Nearly all advisers said care forms part of their client planning conversations

Isabel Baxter
clock • 1 min read

Nearly all advisers said that care forms part of their planning conversations with clients, according to the Just Group 2023 Care Report.

The survey of 200 adviser firms revealed that seven in ten (71%) advisers ask all clients whether they plan to receive care in their home, while another quarter (27%) ask most clients. Of the nine in ten (89%) advisers who ask clients if they have preferences about where they would like to receive care, most (81%) will also go on to ask about the suitability or adaptability of their current homes for care in later life. Just Group group communications director Stephen Lowe said: "The planned introduction of new care funding rules this autumn has been delayed to after the next general ...

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