PFS Webinar Series - Long Term Care - Part 1

Tuesday, 05 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 5th September 2023 – 10:00 – 11:00am

This page is for Part 1 of the series. For the other parts, click here: Part 2, 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 1

The market for care advice and government options for addressing social care issues

Whilst it is good news that we are living longer there is a potential downside in that we are not necessarily living that increased life in good health. In this session we shall look at the some of the numbers in relation to care and also consider what the governments options are for dealing with the issues and also how it might be funded

Key learning outcomes:

  • Assess the size and potential for advice in the care market
  • Analyse the longevity and demographic issues in the UK
  • Evaluate the recent government proposals regarding a cap, increased capital limits and other aspects of the proposed reforms.

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.