Advising Older Clients: An update on Legal and Financial Considerations

UNFORTUNATELY DUE TO UNFORSEEN CIRCUMSTANCES THIS EVENT HAS NOW BEEN CANCELLED.

Accelerating demographic change in the UK coupled with key social, political and legislative drivers suggests that financial planning for later life is fast becoming a core consideration for advisers and their clients.

This is an updating course to ensure that financial advisers who work with older clients are familiar with the current considerations when giving advice to older clients and their families

The learning objectives are to:

• Provide an update on the current political and social issues around care funding
• Look at how Pension Freedom has impacted upon advice for older clients
• Consider the role of Later Life Lending in the provision of advice to older clients
• Provide clear and up to date information of the use of Powers of Attorney in financial planning [ care funding / estate planning / pension planning
• Update you with the key aspects of the FCA Vulnerability work and enable you to understand how to make sure your practice complies with the guidance

Learning Outcomes:

At the end of the session advisers will be confident that they are up to date with the key legal and financial principles they need to work effectively with both clients and with their professional connections.

Please reserve your place at this event early by registering here.

Timing: Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30

Venue: Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY

PLEASE USE THE RIVERSIDE ENTRANCE

About the speaker:

Tish is a barrister, Founder and Joint Chairman of the Society of Later Life Advisers (SOLLA) and a Founder Member of Solicitor’s for the Elderly, for which she is Head of Business Development.

She has worked extensively in the areas of policy development, financial, legal training and advice delivery in relation to older people and is involved in the delivery of national standard setting and accreditation for financial and legal advisers in the older client sector.

Tish has worked with government departments and a variety of third sector and private organisations in developing and supporting good practice in relation to older and vulnerable clients. She was particularly involved with the implementation and delivery of the Care Act 2014 and sat on two working parties at the Department of Health which contributed to drafting parts of the legislation