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:

	State provision of care
	Local authority funded care
	Introduction to key state benefits
	Implications of gifting assets
	Enduring powers of attorney / Court of Protection
	Immediate needs insurance and other insurance-based solutions
	Who is your client?
	Re-structuring portfolios and the potential impact on state-funded care