Later life advice

How one financial planner is tackling later life care advice

Retirement

How one financial planner is tackling later life care advice

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

clock 01 August 2024 • 4 min read
Later life care plans for clients high on the agenda for advisers

Your profession

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

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

clock 16 October 2023 • 1 min read
Adviser help with care for loved ones highlights need to make own plans

Your profession

Adviser help with care for loved ones highlights need to make own plans

Half of over 45s arranging care for loved ones go on to make own plans

clock 16 October 2023 • 2 min read
L&G launches 'care concierge' service for retail clients

Your profession

L&G launches 'care concierge' service for retail clients

The service provides instant access to tailored support and later-life care

clock 18 September 2023 • 1 min read
'You're a key cog' — the careful roles of the later life advisers

Your profession

'You're a key cog' — the careful roles of the later life advisers

‘You don't realise as an adviser how significant you are in their lives’

clock 26 October 2022 • 5 min read

Estate planning

Francesca Gandolfi: Using flexible trusts for later life security

Francesca Gandolfi explores the use of flexible reversionary trusts to pay for later life care

clock 16 March 2021 • 7 min read

Your profession

Nine in 10 advisers see rise in later-life planning enquiries - Pru

Changing business practices

clock 28 September 2018 • 2 min read

Pensions

Later life advisers must broaden approach to suit client needs

Later Life Adviser Conference

clock 22 June 2018 • 2 min read

Long Term Care

Steve Webb: Brand drawdown care product as 'inheritance insurance'

Talking at Later Life Adviser Conference

clock 22 June 2018 • 3 min read