They begin asking about care options,
government support, housing, and benefits, questions that fall outside traditional
financial advice.
Podplan gives your firm a way to respond with confidence. It helps clients and their families find clarity, stay organised, and feel supported in later life, while keeping your advice at the centre of their planning journey.
Later-life conversations are complex. When clients face care, benefits, or family decisions, they often turn elsewhere for help.
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.
Podplan keeps advisers relevant across generations. It’s a later-life support system that strengthens relationships, builds loyalty, and protects your firm’s assets under advice — long after wealth transfers.
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Podplan’s impact is measurable. Retain even a fraction of your clients’ assets during wealth transfer, and the platform more than pays for itself - fast.
When you invite clients to Podplan, they gain access to practical later-life tools, expert insights, and ongoing guidance that help them feel more secure and supported.
You remain the trusted adviser at the centre of their planning journey, Podplan simply extends the value you deliver.
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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
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