Later Life Planning

Trudi Old (our Chartered Financial Planner) is our fully accredited 'Society Of Later Life Advisers SOLLA' member. She is very experienced in 'later life' matters and have achieved this prestigious accreditation. She has been practicing in this area for nearly 20 years and had a broad depth of knowledge in this area.

In general

Life expectancy is at a record high. This is great news for those who have good health and sufficient wealth.

However, planning your affairs, whilst in need of care, so that your money will last as long as your lifetime is now much harder. What was an adequate amount of income when you first retired may not be so ten, twenty or thirty years later – due to the cost of care.

If you require long-term care, our specialist adviser, Trudi Old, can suggest strategies to help you cope with the costs. These include reviewing your pensions and savings; considering tax-efficient immediate care plans and equity-release options; and helping you understand state benefits available.

Financial advice can be daunting at the best of times and even more so when it comes to planning in later life. By choosing us to help with your planning you can be assured of someone with the expertise to best understand your needs to provide advice that is right for you and your family. Trudi is accredited by the CII/PFS as a ‘Later Life Specialist’ and holds the CII qualification CF8.

Helpful websites:

https://www.ageuk.org.uk/

https://www.dementiafriends.org.uk/

http://www.symponia.co.uk/

https://societyoflaterlifeadvisers.co.uk/

https://www.wearejust.co.uk/

https://sfe.legal/

https://www.alzheimers.org.uk/

https://www.carersuk.org/?gclid=EAIaIQobChMIpLOrp_bf2wIVkhrTCh1ZfgGOEAAYASAAEgJM8vD_BwE

http://www.firststopcareadvice.org.uk/

 

We have also completed our 'Dementia Friends' training and are proud to wear our badge with pride. 

Dementia Friends Logo
SOLLA Accredited Logo
SOLLA Retirement Logo
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