July, 2017 CPD event - Care Planning Update. A presentation by Jan Holt Head of Business Development, Just

The importance of financial planning to meet the cost of paying for Care has never been more relevant. However, there is a massive gap in providing this, and there is a huge opportunity for more financial planners to engage with this market. Although this can be a difficult and emotional area of financial services to deal with, it is a real need for many clients, and can help provide firms with many more opportunities for family and estate planning. There is a wealth of support for advisers who are looking to give advice in this area, both from providers and third parties. With some investment of your time, you could unlock the potential of a very profitable and rewarding opportunity.

Key learning outcomes:

• Describe the demographics and longevity issues giving rise to the social care crisis

• Outline the projected gap in funding for social care

• Appreciate the distinction between regulated care fees advice, and unregulated care advice

• Outline the different ways of paying for care

• Identify the role that financial services can play in alleviating the problems

• Evaluate the key business decisions to facilitate later life advice

Jan Holt is Head of Business Development at Just, one of the leading retirement specialist providers in the UK. Jan has enjoyed her ten years as Just as they have provided the ideal opportunity to share her knowledge to help Intermediaries enrich their clients’ retirement. With almost 38 years in Financial Services, Jan has worked for a number of leading Provider and Distributor brands. She has experience across a wide range of disciplines including operations, compliance, sales and marketing.

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