Ask The Expert - Assessing the options for self-funding care

Presented by

Graham Duffy

About this talk

Welcome to our first “Ask The Expert session” of the year,focusing on the importance of advice relating to funding care. During the session, you’ll hear about the various options for funding care and perhaps more importantly how to assess the merits and/or suitability of each one. The options will be split between those where it may be possible to utilise the property in some way and those where the property has been sold. As we saw in a previous session, when advising on care, each case will be different and therefore the suitability of each option needs to be considered relative to the circumstances of the individual client. The goal for each case will be how best to address the funding of care in the most suitable way and achieve the best possible outcomes for the client. Learning Objectives: • Outline the State and privately funded options for care funding. • Consider the advantages and disadvantages of each privately funded option. • Assess the suitability of the options and/or products for care funding.

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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.