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Lifestyle Future Ltd

We are later life and financial planners and advisers. We specialise in providing financial advice to clients at retirement right through to end of life planning. We advise on all aspects of savings, investments and care fee planning and deal either with clients, their family or legal representatives on all matters relating to their ageing process.

Updated:
2 November 2016
Location:
West Midlands
Local Alliances:
Solihull Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

As a firm specialising in later life financial planning, it is imperative for us to become involved with and promote ourselves as a Dementia Friendly business, We already have a number of clients affected by dementia and will advise them at their annual review meeting.

For new clients we will make them aware of state benefits, legal and welfare matters.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

Our process, procedures and commitment to our clients is regular contact and monitoring of later life financial planning and management. We will include dementia awareness as an agenda item on all future annual review meetings.

Member website

www.lifestylefuture.com

2. Actions

  • Dementia Friend

    Attend the next local Dementia Friends awareness session to be held in Knowle.

    Status:
    Planning

    2016 - Fourth Quarter Update

    New member

  • Promoting financial planning for later life

    As a specialist financial planner for clients in later life and as a member of the Society of Later Life Advisers (SOLLA) we will emphasise in all of our marketing and promotional material the importance of financial planning for the future in later life.

    Status:
    Delivery

    2016 - Fourth Quarter Update

    New member

  • Treating clients fairly

    We will be especially aware of our clients mental capacity and the need to consult with family members and legal representatives of a client when or if capacity is in doubt (Power of Attorney). We will always act in the clients best interests.

    Status:
    Delivery

    2016 - Fourth Quarter Update

    New member

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