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Advising the Older Client

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

 
 
 

Ian Patterson - Patterson Sales Training


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
Coaching Course | Supervisor Licensing Course | Supervisor Update Course | Fact Find Masterclass | The Trusted Adviser | Trainee Adviser Skills Programme

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