Care Funding Advice Service


If you're a financial services brand or a company who has a significant presence in the retirement market, it's likely that you'll have an increasing number of customers concerned about long term care costs - either for themselves or their families. Our advice service cuts through the confusion to offer a care funding solution to manage your customers' needs at this most sensitive of times. This service can be white labelled to suit your objectives be they commercial or strategic.

Benefits to you

  • An additional service offering that is straightforward to deploy and meets growing customer needs whilst offering commercial opportunities for you.
  • Our service takes care of every aspect of the customer journey. In addition we can help you with dedicated marketing support.
  • Reassurance that your customers have received regulated financial advice to establish if a care funding annuity is appropriate and what product meets their needs.

Features of the service

  • We operate a phone based service, where customers and their families are taken through all of the options available to them.
  • We'll make customers aware of their local authority rules, what those rules mean for them and any additional support that may be available.
  • Our specialist advisers will take the time to understand the needs of the customer and provide advice on the most appropriate solution. If this results in the purchase of a care funding annuity, we'll determine the best product available and liaise with the provider and the care home in setting this up.

Benefits to the customer

  • The service provides specialist advice, without any obligation to buy. There'll be no fees to pay unless a care funding annuity is bought.
  • Our advisers will provide peace of mind at this challenging, stressful and confusing time by fully explaining the options available.
  • We'll determine whether the customer is liable to pay for their care needs, and if so, we'll provide advice on the best care funding annuity from all those available in the market.

Commercial details

We operate a range of commercial solutions dependent on a partner's specific objectives.

Please contact us to discuss your requirements.