For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website
PruAdviser Online Services will be unavailable from 19:00 on Friday 4 December until 23:00 on Sunday 6 December for website maintenance. We apologise for any inconvenience caused.
PruAdviser on-line services will be unavailable from 20:00 on Saturday 12 December until 12:30 on Sunday 13 December for website maintenance. We apologise for any inconvenience caused.

Handling income and investments with care

Session: 18 September 2019

On this webinar, Neil MacLeod and Vince Smith – Hughes, discussed with Tony Miles of My Care Consultant how different types of income and investments are treated in respect of local authority financial assessments, and how much individuals are required to contribute to their financial care in different circumstances. In addition they discussed the use of care consultants and the different ways advisers firms can use them.

Presenters: Tony Miles – My Care Consultant

Vince Smith-Hughes – Director of Specialist Business Support

Neil MacLeod – Technical Specialist

Next steps

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.

Handling income and investments with care
For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website
PruAdviser Online Services will be unavailable from 19:00 on Friday 4 December until 23:00 on Sunday 6 December for website maintenance. We apologise for any inconvenience caused.
PruAdviser on-line services will be unavailable from 20:00 on Saturday 12 December until 12:30 on Sunday 13 December for website maintenance. We apologise for any inconvenience caused.

Handling income and investments with care

Session: 18 September 2019

On this webinar, Neil MacLeod and Vince Smith – Hughes, discussed with Tony Miles of My Care Consultant how different types of income and investments are treated in respect of local authority financial assessments, and how much individuals are required to contribute to their financial care in different circumstances. In addition they discussed the use of care consultants and the different ways advisers firms can use them.

Presenters: Tony Miles – My Care Consultant

Vince Smith-Hughes – Director of Specialist Business Support

Neil MacLeod – Technical Specialist

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.