Later life care plans for clients high on the agenda for advisers

Nearly all advisers said care forms part of their client planning conversations

Isabel Baxter
clock • 1 min read

Nearly all advisers said that care forms part of their planning conversations with clients, according to the Just Group 2023 Care Report.

The survey of 200 adviser firms revealed that seven in ten (71%) advisers ask all clients whether they plan to receive care in their home, while another quarter (27%) ask most clients. Of the nine in ten (89%) advisers who ask clients if they have preferences about where they would like to receive care, most (81%) will also go on to ask about the suitability or adaptability of their current homes for care in later life. Just Group group communications director Stephen Lowe said: "The planned introduction of new care funding rules this autumn has been delayed to after the next general ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PFS writes to members to seek reasons behind AGM rebel vote down

PFS writes to members to seek reasons behind AGM rebel vote down

Board intends to consider feedback ahead of 4 December meeting

Isabel Baxter
clock 18 November 2024 • 2 min read
Analysis: Advice M&A continues apace as FCA review looms

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

Isabel Baxter
clock 18 November 2024 • 7 min read
Mansion House speech was 'an effort to shake up the sector'

Mansion House speech was 'an effort to shake up the sector'

The start of a ‘long line of positive developments’

Isabel Baxter
clock 18 November 2024 • 2 min read