The later life expert, so you don't have to be.
Later life knowledge hub for financial advisers + all-in-one support tool for clients and their families.
Remove risk of non-compliance
Gain a competitive edge
Build intergenerational relationships
“Even with later life exams and end-of-life planning awards, I can't be an expert.”
Financial planner & Podplan partner
The growing focus on duty of care and the FCA compliance framework puts educating clients on later life options related to health, housing - as well as money - in the spotlight.
But later life matters are complex – it's an information minefield. Rapidly changing regulations, legislation and costs can be onerous to keep up with. Even time-consuming later-life training goes out of date fast.
Yet we know investing a little more in relationships with clients as they approach later life can be hugely rewarding.
Going the extra mile just feels like the right thing to do when you've known each other for so long. It boosts loyalty too – not just from clients, but from their families.
And who doesn't worry about family wealth walking out the door?
Podplan has you covered.
“We look after people and their income and Podplan helps us to do our bit to look after them in later life.”
Financial planner & Podplan partner
Navigate later life matters without overwhelm
Podplan for financial advisers
The comprehensive digital platform provides a practical knowledge base so you can confidently discuss later-life options.
Podplan for clients
An easy-to-use online planning and support tool helping people to prepare, feel informed, and be empowered as they approach later life.
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“I’ve felt such a weight lift off my shoulders, thank you so much!”
“Podplan provides a knowledge base most advisers don’t have and isn’t prevalent in the industry.”
Stay compliant
Information that goes beyond later-life training enables you to go the extra mile in meeting your duty of care, without time-consuming qualifications.
Foster loyalty
Guidance covering social care, money, housing, and practical approaches to multiple scenarios allows you to offer support and help clients feel in control of life as they age.
Retain family wealth
Holistic advice and free access to the toolkit for family members shows care and commitment to clients, reassuring families and helping grow intergenerational relationships.
64% of high-income people age 60+ would share their Podplan access with family members.
Source: YouGov survey, June 2024
Remain current and competitive
The online platform is the only one-stop shop for people wanting to feel prepared, plan for later life, or find support right now. It's free for clients, making it a value-add. And because Podplan partnerships are limited, you stay competitive.
1 in 3 high-income people age 60+ are more likely to choose a financial adviser offering a Podplan subscription.
Source: YouGov survey, June 2024
Discuss later life matters with confidence
Set out in bite-sized chunks, specific topics are quick to find, and information is easy to digest. Always current content makes keeping up with rapidly changing legislation, regulations and costs simple.
Save time, plan better
Links to information and handy care planning tools save time, support cash flow planning and help you provide up-to-date care cost estimates.
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Serve an ageing client base
Many of your clients are preparing for retirement or are already in their retirement years, and you want to offer them tools beyond financial advice that address their unique needs.
Lack expertise in later-life matters
You recognise that FCA compliance could be a real risk, but you can't be an expert in everything. Ideally you'd like to go the extra mile for your clients, as they navigate the complexities of later life.
Recognize the risk of wealth going out the door
You understand the value of intergenerational relationships in retaining family wealth and growing the business.
Seek to enhance client relationships
You're looking for ways to strengthen your client relationships by offering added value through innovative tools and resources.
Want to keep your edge in the industry
You're forward-thinking and open to integrating tools and resources into your practice to stay ahead of the competition.
Priorities comprehensive planning
You believe in providing holistic, well-rounded advice that helps your clients feel supported in every area of their lives.
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Your investment
Your subscription is shaped by your business, so you only invest in the features that suit your needs.
Plans fit your business aims and support ROI.
All-inclusive monthly service plan – no add-ons or surprises.
Bespoke subscription rollout allowing time to maximise take-up.
Highly cost-effective for companies of all sizes.
We know you're busy. That's why our three-step support system comes as standard in every professional subscription plan. It's designed to save you set-up time, make getting started easy and maximise take-up.
Seamless integration
Comprehensive onboarding support bespoke to your business helps you integrate the platform into your processes hassle-free and outside your busy periods.
Fast adoption
With a set of tools to support in-house adoption, including explainer scripts, webinars, and live Q&A sessions, financial advisers will quickly get to grips with Podplan.
Easy introduction
A suite of marketing materials, including digital brochures, Q&A sheets, videos and live webinars, helps financial advisers confidently introduce Podplan to clients.
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