Chase de Vere report aims to show way through long-term care maze

October 16, 2013

Bath-based Independent Financial Adviser Chase de Vere has set out to help professionals cut through the confusion surrounding long-term care with a unique planning tool.

The issue of long-term care and funding for individuals is never far from the news agenda. But as an increasing number of people need help so the range of options available for funding becomes ever more baffling.

The Chase de Vere tool, called the Long Term Care Impact Report, can be used either when care is needed or to stress test a current funding strategy.

The report considers all of the major options for funding long term care, reviews the current and future impact of each of the options and directly compares them to highlight the most appropriate course of action.

It is completely flexible, taking into account the individual’s personal circumstances, property and other assets, mortality data and the potential impact of local authority funding and any proposed new legislation.

Chase de Vere chartered financial planner Julian Frere said: “This report has been extremely well received by our clients and by a number of firms of solicitors with whom we work; they have said that such a comprehensive comparison analysis isn’t available elsewhere.

“It should be used by any person who is acting on behalf of somebody who needs long term care or is already in long term care. This will typically be deputies, attorneys, solicitors and family members. It will allow them to easily compare all available options and so empower them to make the right choices.”

Chase de Vere, part of Swiss Life, one of Europe’s leading life assurance companies, has 13 offices across the UK providing independent financial advice and planning services for private individuals and businesses.



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