Consumer demand for later life care advice is increasingly aligning with the evident need. With the Financial Conduct Authority's shift towards an outcomes-based approach, a focus on good practice and supporting clients in vulnerable circumstances, it is imperative for all firms to be prepared to assist clients, as well as their family members, unpaid carers, and attorneys when considering how to pay for care. 

In this webinar, we will examine two available care advice models suitable for any firm type and explore how advisers can help clients avoid foreseeable harm related to care. Additionally, we will cover how to deliver comprehensive advice on paying for care and highlight some of the industry's innovative tools and resources to help advisers deliver an effective care advice proposition.

Learning objectives

✔ Explore how firms of any specialism can deliver comprehensive care advice to clients in need of care, as well as their family members, carers, and attorneys

✔ Share examples of good practice, showcasing how some firms are effectively delivering client care advice

✔ Identify key considerations when providing regulated advice on paying for care

✔ Highlight innovative tools and resources that can assist advisers in delivering an effective care advice proposition

About Jacqueline Berry

Jacqueline Berry is the Founder of My Care Consultant (MCC), a national organisation that provides independent later life care planning advice to older people, their family members, and their professional and legal representatives across the UK.  

Jacqueline launched the business in early 2016 with the aim to establish the first nationally recognised ‘care navigator’ brand, to help people with understanding, finding and funding their care, and to ultimately make independent, reliable care advice more accessible in the UK.

Jacqueline has 19 years’ experience working within Financial Services and the care sector, many of which have been spent helping financial advisers develop their propositions for clients in later life.  She previously worked at Partnership Assurance now Just Group, where she gained extensive knowledge and experience of long term care as well as the Chartered Insurance Institute long-term-care qualification CF8.  

My Care Consultant is the inventor of the UK’s first nationwide, online care advice service, ‘My Care Hub’ – an innovative new online care support service for those in need of care and their family carers.  MCC also provides technical support and training to financial advisers via unique online support platform, ‘Care Box’.

My Care Consultant is an award-winning firm, having scooped the award for ‘Best Support Service for Advisers’ at the 20^th annual Professional Adviser Awards in 2025. MCC is an affiliate member of the Society of Later Life Advisers (SOLLA), and a member of two independent bodies: The Financial Vulnerability Taskforce and The Consumer Duty Alliance, that together promote good practice in respect of consumer vulnerability, and inspire and increase public confidence and trust in the financial advice and planning sector through the delivery of consistently good consumer outcomes.