Care Conversations with Graham - underwriting care cases

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Presented by

Graham Duffy

About this talk

Our Care Specialist, Graham Duffy, is joined today by Just’s Technical Underwriter, Graham Childs, to discuss the underwriting of immediate needs annuity cases for care funding. Underwriting of annuities, through assessment of medical evidence for retirement cases, started many years ago. In fact, the general underwriting of immediate care annuity cases goes back to around the early 1990s. Something that is perhaps not widely known. In this session we’ll look at various aspects of “care underwriting” for older people and consider how it may differ from underwriting cases for those of retirement age. Do different factors need to be considered when it comes to older people? Does the life expectancy conundrum need to be taken into account – i.e. that the longer we live the longer we can be expected to live? Learning Objectives: • Understand what is typically considered for care cases • Consider the developments in care underwriting • Assess the complexity of underwriting care cases for older people CPD - 45 minutes

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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.