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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.

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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Aug 29, 2019

Fourth Care Annuity launches

The Care Fees Annuity market has, for many years, consisted of products offered by only two Insurance Companies. However, our Managing Director has...

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Sep 29, 2021

The Care Cap is Resurrected

But what does this actually mean for you? On 7th September 2021 we were told that, from October 2023, there would be a new £86,000 cap on the amou...

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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.