Longterm Care solutions

The Carriageworks
Tuesday, 10 September 2019
1:00 pm – 2:00 pm
    • Clive Barwell TEP CFP™ Chartered FCSI, Accredited member of the Society of Later Life Advisers, Wren Sterling

Slides available to download

Time: Registration and refreshments with light buffet lunch from 12:30pm for 1.00pm start (2:00pm finish)

Room: The Millennium Room at the Carriageworks

Why attend this seminar?

“Do you struggle to fully understand the Care Act 2014 and the financial implications paying for care has upon your Clients? If so, this session with Clive Barwell. The UK’s leading later life financial professional will provide you with a clear insight”.

Learning Objectives
By the end of the session, delegates will be able to:
- Explain the difference between Social, NHS Funded and NHS Continuing Health Care
- Explain the basis of means-testing in England
- Understand what does and does constitute Deliberate Deprivation
- Understand what financial planning measures can be taken legitimately to preserve the family’s inheritance

Speaker Biography
Clive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in 2008. Throughout his long career, Clive has specialised in advising clients at and post-retirement, and this remains his key area of expertise. Clive rarely takes on a new client under the age of 50, unless they are the children or grandchildren of existing clients.

Clive describes himself as a “financial planning satellite navigation system”, as he maps out the route to his clients’ goals and then helps them avoid the financial obstacles en route. Clients are delighted that with Clive’s help and guidance, whilst on their financial journey, they never have to stop to ask a stranger for directions.

Venue
  • The Carriageworks
  • 3 Millennium Square
  • Leeds
  • LS2 3AD
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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.