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Advising in the
Older Client
Target
audience:
IFAs, life office staff and accountants with some experience
of this specialist area.
Overview:
Many advisers are involved in advising the older client;
few are actively involved in insurance-based solutions.
This workshop aims to provide a good overall knowledge
of the issues an adviser is likely to relating to encounter
when advising the older client.
Key
course content:
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State provision
of care
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Local authority
funded care
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Introduction
to key state benefits
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Implications
of gifting assets
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Enduring powers
of attorney / Court of Protection
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Immediate
needs insurance and other insurance-based solutions
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Who is your
client?
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Re-structuring
portfolios and the potential impact on state-funded
care
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