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

World Mental Health Day 2025: Access to services

World Mental Health Day 2025: Access to services

"Recovery is not a one-size-fits-all journey"

Jaskeet Briah
clock 10 October 2025 • 5 min read
NHS waiting list rises for fourth consecutive month

NHS waiting list rises for fourth consecutive month

7.41m people waiting treatment

Cameron Roberts
clock 10 October 2025 • 1 min read
Carers provide £16,773 in unpaid care each year: MoneySuperMarket

Carers provide £16,773 in unpaid care each year: MoneySuperMarket

The ‘sandwich generation’

Cameron Roberts
clock 03 October 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