Financial Liverpool - The Impact of the Pandemic on Older Client Advice

Tish Hanifan of The Society of Later Life Advisers will cover the imapct of Covid-19 on advising older clients with particular emphasis on the current situation regarding provision of funding of care. Tish will discuss:

• Remote advice for older clients and what is best practice
• Vulnerability and financial scamming
• The impact of the pandemic on care provision and funding

Learning outcomes:

At the end of the session attendees will have gained an understanding of the key areas of older client vulnerability arising from the changes to the advice landscape. In addition you will be aware of the significant changes that have been made to both the funding and delivery of care and be better able to incorporate this into your advice process.

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

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.