Older Client / Extra Care Procedures

Older Clients policy

We conduct our business with good faith and integrity and treat all clients with dignity and respect.
When dealing directly with older clients I invite them to involve a trusted friend or relative if that would be appropriate. We understand the duties and responsibilities involved when dealing with clients appointed Powers of Attorneys
I explain everything in clear, plain language when speaking and in any written report or letter.
I am always mindful of any physical limitations such as hearing and sight issues as well as medications and take this into account at our meetings.
All documentation and correspondence can be produced in large print if preferred.
We can make home visits if easier for the client but equally will do our best to accommodate office visits and any mobility issues
Timing of the meeting is flexible to suit our client and any medications

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You will have seen and heard a lot in the media about annuities over the last couple of years. In an effort to dispel some of the myths and hearsay, here are some of the facts.

An annuity is essentially a type of insurance product that, in exchange for some or all of your pension savings, guarantees to pay you an income for the rest of your life. There are a number of types of annuity products available, as well as a number of features and benefits that you can choose when taking one out, so it’s important to think about what you might want from an annuity carefully.

Shopping around for the best level of income, as well as ensuring that any company takes into consideration how healthy (or not) you are is also very important. Your health and lifestyle can make a significant difference to the amount you could receive in retirement.


But to help you understand all of the options we’ve included information about other, different types of annuities too. And we’ve also included some helpful hints about what you need to know if you would like a guaranteed income for life.