FL: Later Life Advice

Timing:

Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking 13:30 – 14:30

To book online visit the page on eventbrite.

This will be a topical talk related to advising clients in later life and their families.

The target audience will be financial planners, paraplanners, legal professionals, accountants and investment professionals.

Learning outcomes:

• To understand the options for care fees funding going forward
• To understand how Deferred Payment Agreements currently operate and what may change in the future
• To be able to put the above into context in financial planning terms for clients with care needs

About the speaker:

Tish is a barrister, Founder and Joint Chairman of the Society of Later Life Advisers (SOLLA) and a Founder Member of Solicitor’s For the Elderly, for which she is Head of Business Development.

She has worked extensively in the areas of policy development, financial, legal training and advice delivery in relation to older people and is involved in the delivery of national standard setting and accreditation for financial and legal advisers in the older client sector.

Her areas of expertise encompass the retirement’ market and how policy impacts on retirement and care.

Tish has worked with government departments and a variety of third sector and private organisations in developing and supporting good practice in relation to older and vulnerable clients. She was particularly involved with the implementation and delivery of the Care Act 2014 and sat on two working parties at the Department of Health which contributed to drafting parts of the legislation

She is Vice Chair of the Society of Trust and Estate Practitioners (STEP) in her home county of Kent.

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