PFS Webinar Series - Long Term Care - Part 2

Tuesday, 12 September 2023
10:00 am – 11:00 am (UK time)
    • Graham Duffy, Care Specialist, Just

The PFS South Wales region invite you to a 4-part webinar series on Long Term Care.

Event Details:

Tuesday 12th September 2023 – 10:00 – 11:00am

This page is for Part 2 of the series. For the other parts, click here: Part 1, Part 3, Part 4. Please register individually for each session that you wish to attend.

Confronting the UK care system is a daunting reality for many families every year.

LTC qualified advisers are ideally placed to help people through all the aspects of the care system, from local authority “care needs” assessments and the role of the NHS, through to considering all the options for funding care.

Through being qualified and up to date with your knowledge you can make a positive difference, potentially helping thousands of families in a vulnerable position.

In these sessions we shall consider the different aspects of the care market and system, whilst also considering the various ways that care might be funded.

Please note, these sessions will be useful for refreshing LTC knowledge for qualified advisers but equally will help those seeking to get qualified to advise clients. They will each be for about 45 mins to an hour including a Q&A section.

Session 2

The care system with regard to local authority social care and NHS Health care

For many, the care system is confusing and unclear when it comes to the divide between health care and social care. Who is responsible for providing and funding care for any particular individual? In this session we shall look at the responsibilities of each of the local authority and the NHS and the process that should be followed for those with a care need.

Key learning outcomes:

  • Appreciate the divide between social and health care
  • Recognise how care needs and financial assessments work
  • Describe the different sources of care provision

About the speaker:

Graham Duffy is a Care Specialist with Just. Graham shares his knowledge of the retirement and later life markets with intermediaries through the delivery of business development presentations and workshops, both face-to-face and online!

He has over 40 years’ experience in financial services, working in the Lloyds reinsurance market for 23 years and then becoming an instrumental part of the new Long Term Care division at Partnership. He’s committed to developing all aspects of care fees planning.

Graham’s expertise puts him in an ideal position to support financial intermediaries and their clients in benefitting from the considerable opportunities this market presents.

Further information:

A link will be sent via your email address supplied at the time of booking. PLEASE DO NOT share this with anyone else.

Please note that this webinar will be hosted on the Microsoft Teams platform which may be restricted by some employers. Members may need to utilise their own personal devices in these circumstances to access the platform.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.