Continuity doesn’t happen by accident.
See how Podplan helps you retain trust, families, and AUM — when clients’ needs move beyond money.
Podplan is the later-life support system that keeps your firm at the centre of client and family decisions before, during, and after wealth transfer.
👉 Book a 15-minute product tour to see how advisers are protecting millions in AUM by extending their value beyond financial advice.
👉 Book a 15-minute product tour to see how advisers are protecting millions in AUM by extending their value beyond financial advice.
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When later-life questions start, loyalty is on the line.
These questions don’t sit neatly inside regulated advice but when they go unanswered, clients look elsewhere.
Every external referral is a crack in the relationship. Every crack increases the risk of AUM leakage.
Podplan closes that gap.
Every external referral is a crack in the relationship. Every crack increases the risk of AUM leakage.
Podplan closes that gap.
As clients age, conversations shift:
Care and support
Housing decisions
Benefits and entitlements
Family coordination
End-of-life planning
What Podplan does for your firm.
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Keep the relationship when advice boundaries end
Give clients and families a trusted place to find clarity without stepping outside your regulatory scope.
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Stay connected across generations
Clients can share access with up to four family members, creating GDPR-compliant introductions to the next generation before assets move.
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Protect and extend AUM
Firms don’t lose assets at death. They lose them years earlier, when relevance fades. Podplan keeps you relevant when it matters most.
Built for advisers. Designed for families.
You stay the trusted adviser. Podplan handles the complexity around you.
Podplan combines:
Practical later-life planning tools
Expert-led guidance on care, benefits, and ageing
Secure collaboration for families
Clear boundaries that support compliance
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Confidently meet your duty of care
Provide clients with expert-backed later-
life information without becoming a specialist yourself.
life information without becoming a specialist yourself.
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Strengthen loyalty beyond
the portfolio
Supporting families builds trust that financial performance alone can’t buy.
Secure intergenerational AUM
Podplan is your bridge to the next
generation long before probate or adviser switching conversations begin.
generation long before probate or adviser switching conversations begin.
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Differentiate in a crowded market
Most firms talk about holistic advice. Very few deliver real family support.
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Save non-billable hours
Stop researching care options and benefits from scratch. Point clients to a trusted system and stay focused on advice.
Simple to deploy. Fast to pay back.
Retain even a small percentage of assets during wealth transfer and Podplan pays for itself in weeks, not years.
STEP 01
Invite clients as part of later-life or estate planning
STEP 02
Clients share access with family members at no extra cost
STEP 03
You stay visible across generations with compliant data capture
Ask yourself
If one of your top clients died tomorrow, would their children stay with you or shop around?
If you don’t know the answer, book the tour.
If you don’t know the answer, book the tour.