See what your advisers receive, how clients use the platform and how family introductions work.
Explore how the service could fit into your existing client journey.
Explore how the service could fit into your existing client journey.
Your clients have a financial plan. Help them prepare for the life around it.
Podplan gives your firm a complete later-life support service: a structured client review, practical planning tools, guidance for families and resources for advisers.
Help families prepare before decisions become urgent.
A change in health, a move or a growing need for support can leave families facing unfamiliar decisions.
Podplan helps clients understand their options and get organised earlier, so they and the people supporting them are better prepared when circumstances change.
Each client can invite up to four family members at no extra cost.
A fuller picture before the conversation.
The seven-minute Life & Future Planning Review highlights gaps in clients’ preparation for later life.
Every unanswered question weakens trust, connection, and loyalty, and when that breaks, so does AUM retention.
Podplan fills the gap, giving advisers a compliant, scalable way to support families through later life — extending your value when it matters most.
Give clients more reasons to value your firm.
Extend your support beyond the financial plan, involve the wider family and stay relevant between meetings.
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Extend your client service
Help clients navigate questions about care, housing and family preparation alongside your financial advice.
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Connect with the next generation
Give relatives access to support that creates a reason to get to know your firm.
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Stay relevant between reviews
Use the Adviser Resource Library to share clear guides when a topic becomes relevant.
A simple invitation. A wider relationship.
Family access creates a clear route to introductions beyond your existing client.
STEP 01
Invite your client
Introduce Podplan as part of your client service or later-life planning conversation.
STEP 02
Bring in the family
Your client can invite up to four trusted family members at no extra cost.
STEP 03
Start the conversation
When relatives accept and consent to sharing their details, Podplan passes those details to your firm with a GDPR-compliant consent record, enabling your advisers to reach out.
Build the relationship before wealth changes hands.
Family relationships take time to develop. An early introduction gives future decision-makers the chance to know your firm before they need to choose an adviser—creating an opportunity for continuity across generations.
Give clients the tools to put preparation into practice.
The Client Planning Portal gives clients and their families a place to organise information, explore their options and work through the tasks that matter to them.
They can use it at their own pace, whether planning ahead or responding to a change in circumstances.
Feature
Description
PodPlanner
Create a personalised checklist of later-life planning actions.
PodVault
Record essential information, key contacts and wishes, and share them with chosen family members.
PodBenefits
Explore government benefits and understand who may qualify.
PodConnect
Find and book local self-employed carers.
PodLegal
Access discounted Will-writing and power of attorney services.
PodGuides
Understand care, housing, retirement living and ways to maintain independence.
PodPost
Receive weekly insights that keep later-life preparation on the agenda.
PodStore
Explore products designed to make everyday tasks easier.
PodDirectory
Find services supporting health, wellbeing and independent living.
PodPlanPlus
Book a private consultation by phone or video for individual guidance.
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Features and consultation access depend on the licence selected. We will explain what your clients receive during your demo.
Greater confidence for families. Stronger relationships for your firm.
Podplan has been an invaluable addition to our client proposition. It gives families clarity and confidence around later-life planning, while helping us as lifestyle financial planners to strengthen relationships with the next generation. It’s a win-win for our clients and our business.
Roy Coulson
Head of Proposition, Attivo
See how Podplan fits your firm.
Book a demo
A walkthrough focused on your firm’s needs.
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“I’ve felt such a weight lift off my shoulders, thank you so much!”
Podplan member