Later Life Planning Seminars Tuesday 26th March 2024

Royal Victoria, Crowne Plaza, Sheffield
Tuesday, 26 March 2024
8:30 am – 12:00 pm (UK time)
    • Nick Birdseye, Strategic Partner Development Director, Legal & General
    • Simon Chalk, MD & Later Living Planner, LaterLivingNow!
    • Daniel Shanahan, Product Specialist - Long-Term Care Annuities, Legal & General


Later Life Planning Seminars

Presentations on Equity Release and Long-Term Care Annuities given by Nick Birdseye and Dan Shanahan of Legal & General, with a summary of the opportunities to add value to the client with appropriate planning in this area provided by Simon Chalk, MD and Later Living Planner at LaterLivingNow!

Seminar agenda

08:30am - Registration, breakfast rolls, tea and coffee

09:00am - First and second seminars

10.30am - 10.45 Break

11:00am - Third seminar

11.45am - Event close

  • Victoria Station Road
  • Sheffield
  • S4 7YE
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CII Accredited

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

2 1/4 hours' 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