Life insurance and protection planning is the bedrock of Special Needs Financial Planning, yet many parent carers don’t understand the types of plans or products available and how they work. Families often have the bare minimum life insurance, without understanding just how valuable and cost effective it can be. Often our role as carers means we put others first, but we also have to think about who would look after us if we were sick too.
Some families choose to use a financial or protection adviser, others will want to make an informed decision on their own. With so many different types of policies available - how do you know which ones suit your family and for which eventuality you need cover? This course gives parents the knowledge they need to understand what meaningful family protection is available, how to set it up and the types of cover and plans available.
Where does family protection fit for the SEND family
What protection policies are available and what they mean
Learn how to decide between different types of plans for your family
Understand which types of plans cover which eventuality
How to set up protection plans, whether on your own or with a professional
Learn the benefits of using trusts in protection planning
My name is Rhiannon Gogh, I’m a Chartered Financial Adviser, a Fellow of the Personal Finance Society and Founder of SENDFA (The UK Alliance of Special Needs Financial Advisers). I have a son with autism and what I’ve learnt about financial planning for SEND families over the last decade has utterly shocked me. Putting together a pathway for parents to follow has taken seven years of trial and error, research, and collaboration with other professionals. There was no handbook to follow, so I’ve written the ‘Planning with Love’ series of books for families like mine.
In my career I’ve sadly come across many families who faced irreversible financial harm, just because they didn’t know the issues and what steps they could have taken. It’s my aim that these courses will help you avoid the traps and give you the confidence you need to step forward in your planning for the future.
I’ve trained thousands of SEND parents, presented to special schools, charities, financial planning bodies and industry organisations. I’m excited to share these valuable courses with as many SEND parents as possible on the Carer’s Academy.
“Really Informative! I now have all I need to piece it all together”
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The content provided through our Courses, Content, and on our Website is intended for informational and educational purposes only, and you should not rely on it. We do not provide legal or financial advice or guidance of any kind during the provision of our Courses and Content; therefore, no reliance should be placed upon any related discussions, whether express, implied, or otherwise. Please seek legal and financial advice specific to your circumstances, should you require it at any time. You accept that we do not guarantee any particular result or outcome from downloading or attending our Courses or Content. You are solely responsible for creating and implementing your own choices, actions, and results arising from engaging with our Courses or Content.
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