financial advisers

Become the Most Valuable Adviser a Family Can Have

Support clients through every stage of later life while building the family relationships that protect your future revenue.

BUILD INTERGENERATIONAL RELATIONSHIPS

DEEPEN CLIENT SUPPORT

MEET YOUR FCA DUTY OF CARE

Podplan in 90 seconds

Book a tour

Duty of care and FCA expectations are rising — and clients now expect guidance that goes beyond money.

But later-life planning is messy: fast-changing rules, complex decisions, and training that’s out of date almost as soon as it’s done. 

Still, investing more in clients as they approach later life pays off.

It strengthens loyalty — and builds trust with the family members who’ll one day control the wealth. 

And no adviser wants assets walking out the door. 

That’s where Podplan steps in.

the solution

Go From Complex Risks to Confident Solutions

Your Compliance Safety Net

Give your clients access to a trusted service that answers the questions you can’t — backed by expert knowledge to help you guide every later-life conversation with confidence and clarity.

Your Intergenerational Bridge

Equip families with a high-value platform that strengthens trust and keeps assets within your business for generations.

Book a tour

“Thank you for the fabulous platform – it was tremendously helpful to my family.”

Danny Laver, Podplan member

“We partnered with Podplan to provide clients with structured, practical support around later life. The response has been overwhelmingly positive — clients see real value, and it opens doors for us to engage with their families in a meaningful way.”

Roy Coulson, Head of Proposition, Attivo

benefits

Why Podplan?

Confidently meet your duty of care

Our expert knowledge hub provides the compliant answers your clients need helping you meet FCA regulations without being a specialist yourself.

Strengthen client loyalty

Go beyond the portfolio. By providing compassionate support for their entire life, you demonstrate a level of care that builds unbreakable trust and loyalty.

Secure intergenerational AUM

The client-facing portal is your bridge to the next generation. It gives you a high-value, practical reason to engage with clients' children, building the trust that retains family assets when they transfer.

Remain current and competitive

With an ageing population and rising demand for later-life support, firms that offer clear guidance stay relevant, differentiated, and ahead of client expectations.

Deliver a truly holistic service

Offer clear, expert guidance on later-life issues alongside your financial planning - positioning you as the single, indispensable source of truth for the whole family.

Save non-billable hours

Stop losing time to endless Googling. With Podplan at your side, you can quickly guide clients to reliable answers and resources — cutting non-billable work while still giving clients what they need.

Book a tour

Is it right for you?

Podplan isn't for every business. But it will pay dividends if you:

Serve an ageing client base

Many of your clients are preparing for retirement or are already in their retirement years, and you want to offer them tools beyond financial advice that address their unique needs.

Lack expertise in later-life matters

You recognise that FCA compliance could be a real risk, but you can't be an expert in everything. Ideally you'd like to go the extra mile for your clients, as they navigate the complexities of later life.

Spot the risk of wealth leaving the firm

You understand the value of intergenerational relationships in retaining family wealth and growing the business.

Seek to enhance client relationships

You're looking for ways to strengthen your client relationships by offering added value through innovative tools and resources.

Want to keep your edge in the industry

You're forward-thinking and open to integrating tools and resources into your practice to stay ahead of the competition.

Priorities comprehensive planning

You believe in providing holistic, well-rounded advice that helps your clients feel supported in every area of their lives.

Book a tour

Features

An all-in-one planning and support tool

PodPlanner

A personalised future-ready checklist and action plan.

PodVault

Collate, store, and effortlessly share instructions to keep life running smoothly during emergencies.

PodBenefits

An up-to-date, comprehensive list of benefits for older adults.

PodConnect

Locate local experienced, self-employed carers.

PodGuides

Expert tutorials about how the care system works, what care costs and ways to pay. Plus, information about everything from the best mobile phones to retirement living options.