Family Building Society links with advice firms on later life planning

clock

Recently launched Family Building Society has linked with Chase de Vere and Key Retirement Solutions for later life planning referrals.

It said its later life planning products covers things such as funding care, inheritance tax planning, equity release, probate administration and managed property sales.

Family Building Society chief executive Mark Bogard said: "We have chosen our partners carefully using a number of criteria including track record. But equally important is their impartiality of advice and, where required, membership of the appropriate regulatory body."

He added: "We are currently working on a number of projects to provide solutions to problems faced by families in the current climate which we will unveil later in the year."

The society has also linked with probate specialist Kings Court Trust and Bridgefast Property Services.

 

More on Long Term Care

Financial advice used by 11% of over-45s planning care for elderly relative

Financial advice used by 11% of over-45s planning care for elderly relative

Just Group research findings

Jaskeet Briah
clock 16 February 2026 • 2 min read
Sandwich generation carers losing over £6,000 per year

Sandwich generation carers losing over £6,000 per year

Hidden costs adding up to more than £100 per month

Jaskeet Briah
clock 27 January 2026 • 2 min read
500,000 mental health referrals in October 2025

500,000 mental health referrals in October 2025

NHS mental health statistics

Cameron Roberts
clock 12 December 2025 • 2 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read