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The ‘uncapped’ need for care advice

Presented by

Karl Steadman & Jacqueline Berry, MCC

About this talk

Whilst numerous initiatives around care funding have been proposed over the years, many clients are left unaware of the realities of the long-term care system. They need professional advice at a time when they may be in acutely vulnerable circumstances. Advising in this area can be rewarding and beneficial for both clients and advisers, but it also requires specific knowledge and skills around navigating the care system and securing funding. We’ll be joined by Jacqueline Berry, Managing Director at My Care Consultant, to help us explore how to put things in the right order and the fundamental steps needed to help your clients receive the care they need. We’ll help you understand the current and future trends in the long-term care market and the implications for clients and advisers. We’ll also introduce you to an exciting new program from My Care Consultant which will help you to explore these areas further. Learning Objectives: • Identify the current and future trends in the long-term care market and their implications for clients and advisers • Explain the common challenges and misconceptions that clients face when planning for long-term care and how to overcome them • Recognise the principles in assessing state or self-funding of care • Recognise the benefits of advising on long-term care for your clients and your business
Just - The Retirement Specialist

Just - The Retirement Specialist

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We help people achieve a better later life
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.
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