Navigating Care - Finances and Choices

An informative workshop for Solicitors working on behalf of Private Clients

Date: Wednesday 25th September 2019
Time: 8.15am - 11.00am
Venue: 
IKON, Unit 5, Three Rivers Business Centre, Felixstowe Road, Ipswich IP10 0BF
Cost: £24.00

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Do you:

1) Work with clients planning later life arrangements for themselves or family members?

2) Try to help clients to understand all state assistance available, but struggle to balance this against time involved?

3) Wish to assist in directing where care provision can be obtained?

4) Wonder what is the best approach to fund long-term care?

5) Experience problems collating a clients affairs?

Hear our speakers as they guide you through the role of a care navigator, explaining how care providers can help your clients and highlight investment strategies for Self Funding. Following the session you will have the opportunity to meet the speaker panel.

The Workshop

08:15 - Tea, Coffee & Breakfast Baps

08:30 - Introduction

08:55 - The role of the Care Navigator - Jacqueline Berry, My Care Consultants

09:05 - Care Provider - Hugh Gathorne-Hardy, Christies Care

09:20 - Pay for Care - Self Funders - Neil Hewitt & Gary Riches, Scrutton Bland

10:00 - Dementia Plans

10:15 - Coffee & Questions

11:00 - Depart

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Speakers

Neil Hewitt, Scrutton Bland

Neil is a Director of Scrutton Bland Financial Services Limited and has been with the firm since 1997. He has been an Independent Financial Adviser (IFA) since 1985 and is both a Chartered and Certified Financial Planner. Neil provides holistic financial advice and specialises in pensions advice including at retirement and in divorce.

Gary Riches, Scrutton Bland

Gary is a Director and has over 30 years of experience as an Independent Financial Adviser. He has advised for many years on pensions and financial planning in Divorce and is trained in Collaborative Law. Gary is highly qualified within the financial services industry and he was one of the first few advisers to be awarded the qualification of a Chartered Financial Planner in 2005. Gary is, by qualification, a Chartered Financial Planner, a Certified Financial Planner, a regulated Pension Transfer Specialist and is a Resolution Accredited IFA

Jacqueline Berry, My Care Constultant

Jacqueline Berry is the Founding Director of My Care Consultant and manages the initial consultancy process with clients.

Jacqueline’s mission for My Care Consultant is to make specialist care and paying for care advice more accessible. She believes in making sense of the complex by providing independent and straight forward care planning guidance to consumers, as well as raising the awareness of the importance of professional services such as legal and financial advice, and signposting people to these.

Hugh Gathorne-Hardy, Christies Care

Hugh was a founder shareholder of Christies Care and has been chairman since 1991. His active interest and investment has led to develop and grow the company to its current size, with Christies Care now arranging around 23,000 weeks of care a year.

Hugh's focus is on maintaining and improving the service Christies Care gives to its clients, carers and staff. He is closely involved with the day-to-day running of the company and still frequently visits clients.

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