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News & updates

May 19, 2020

Care Annuity Provider responds to COVID-19 concerns

One of the four Insurance Companies that we work with has introduced a temporary money back guarantee feature on its Care Fees Annuity product. They will return 100% of the plan purchase price (less any income already paid out to the Care Provider) if death occurs within 12 months of the policy start date and the cause of death is related to COVID-19.

Jan 14, 2020

National Friendly remind self-funders they can cap costs themselves

This article from National Friendly reminds readers that despite Government inaction in respect of reform of the social care funding system, indivi...

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Oct 13, 2017

Postponement turns into abandonment

The latest consensus is that the proposed cap of £72,000 on care fees, originally due to be implemented in April 2016 and then postponed until 2020...

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Mar 6, 2018

Council Tax reduction?

Some people with dementia are eligible for a discount on their council tax bill. Sometimes the people who care for them are eligible for a discount...

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Achieving the Later Life Adviser Accreditation (LLAA) and becoming a member of the Society of Later Life Advisers (SOLLA) is an endorsement of our skills and experience of working with, and understanding the needs of, older people, their families and carers. It is widely recognised as the Gold Standard in later life financial advice.