To enable us to start the process, we need some information from you.

Our Client Pack includes the 2 necessary forms.

These can either be completed by the person needing care,

or by someone who has been granted their Power of Attorney.

On receipt of the completed forms, the Plan Providers will request a

medical history report from the Doctor of the person needing care, and

also a ‘Care Managers Report’ if the person is already in a Care Home.

This is the essential information they will need to quote the best possible

premiums for the Care Fees Payment Plan.

The medical reports can take 3-4 weeks to be returned, but we will do

all we can to ensure these are completed as soon as possible.

Once the medical reports have been received, we will usually be able

To obtain the premiums from the Plan Providers and prepare our

Financial Plan for you, within 4 working days.

In addition to the forms for completion, our Client Pack also includes

 valuable guidance regarding state benefits to which you may be entitled,

and information for assessing the right Care Home for your needs.

 immediate annuity care fees funding immediate needs annuity long term care immediate annuity care fees funding immediate needs annuity long term care