Lifetime Care Plan
Our new immediate needs annuity is now available
We’ve joined the care market, with the launch of our new immediate needs annuity, Lifetime Care Plan.
When it comes to care advice, clients and their families often ask more of you than just financial advice. We know that care funding advice can be extremely rewarding, but with a complex market, that can be time-consuming and frustrating, this can take time.
We believe we can make a difference in this market. We want to support you by helping you turn some of your most complicated client discussions into care conversations that really make a difference to their wellbeing.
Find out more about our Lifetime Care Plan, who it might be suitable for, the cover it can provide and additional options.
We’ve created two case studies to show how a Lifetime Care Plan can help your clients.
Our resources will help you and your clients understand how using an immediate needs annuity could be a solution, and the other options your clients may have to help fund their care.
We’ve created some useful documents as part of the care process to help you navigate your clients through the complexities of the social care system.
To discuss our Lifetime Care Plan and entry into the market, contact: Natalie Hyett, Head of New Propositions. You can either call on 07804 692 016 or email her below.
It’s normal to have questions about choosing an immediate needs annuity and how it works. We've answered some questions about our Lifetime Care Plan.
Find out more about our process and how to get a quote for our Lifetime Care Plan.
If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.